Fitton v. Beeler

46 Ohio Law. Abs. 492
CourtOhio Court of Appeals
DecidedMay 4, 1946
DocketNo. 909
StatusPublished

This text of 46 Ohio Law. Abs. 492 (Fitton v. Beeler) is published on Counsel Stack Legal Research, covering Ohio Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Fitton v. Beeler, 46 Ohio Law. Abs. 492 (Ohio Ct. App. 1946).

Opinion

OPINION

By ROSS, J.

. This originally was an appeal upon questions of law and fact from a decree of the Court of Common Pleas of Butler County, Ohio, rendered in a statutory proceeding, constituting an appeal upon 'questions of law and fact to that Court from the Probate Court of Butler County. A question being raised as to whether this Court, upon a second appeal, could retry the facts, and all counsel consenting, the appeal was reduced to an appeal on questions of law and time given to file a bill of exceptions, assignments of error and briefs in this Court.

From the record it appears that one of the heirs of the decedent, Mary Hughes Beeler, for whom appellees have con-' tinuously been counsel, requested the Executor of such estate to institute an action for the construction of the will of such decedent and that this request was granted by the Executor and an action instituted to construe such will.

. Appellees represented Mary Hughes Beeler and other [494]*494heirs throughout the proceedings to construe the will; such having been made defendants in the action.

Answers were filed by such heirs, whose counsel are the ■appellees in the instant proceeding, in which such heirs joined in the prayer of the Executor for a construction of the will.

The will in question provided in substance for the creation of a trust estate, which was to be used for the erection and equipment of a hospital in Butler County, for the treatment of contagious and infectious diseases, contracted by citizens of such county. When the extent of the estate so to be placed in trust was finally and fully! estimated, it was suggested that even allowing for the full performance of the wishes of the testator as to such erection and equipment, that there would be a considerable surplus remaining in such trust estate. Two divergent constructions of the will as to the disposition of such surplus were advanced by the Executor and the heirs.

It was the contention of the Executor that the trust was valid, and reading the whole will it was evident that the testator desired all of such trust estate to be used in promoting the hospital project, that even though it was apparent that the testator thought such trust estate would be entirely expended in erecting and equipping such hospital, it was his manifest intention that any surplus, after performing such direction, should still be used for the further carrying on of the project and that, therefore, such -surplus, if any, should be used for replacement of equipment, repairs, and even for current maintenance.

The contention of the heirs was: (1) That the entire trust was invalid; (2) That if the trust was not invalid in toto, then as to any such surplus existing after the erection and equipment of the hospital, the estate was intestate and should be distributed to such heirs.

The construction case was fully considered by successive courts in trial and upon appeal, resulting in a final determination, sustaining the construction advanced by the Executor as to any surplus. He and his counsel were allowed a very Substantial sum covering costs and attorney’s .fees.

An application was made in the Probate Court by the attorneys for the heirs for fees. The Probate Ctourt refused such request, and- appeal upon questions of law and- fact was taken to the Common Pleas Court of Butler County. That Court, after a full hearing of the facts allowed the attorneys for the heirs $20,000.00. It is such allowance of fees that the Executor now seeks to have set aside by the instant appeal.

Attorneys representing such heirs are not parties to the action to construe the will. See Page on Wills — post. The ap[495]*495plication of such attorneys for fees, therefore, cannot be considered as a continuation of such action to construe the will, but, on the contrary, constitutes a separate ancillary proceeding in which such attorneys apply to the chancery powers of the Probate Court to grant them equitable relief. The propriety of the application being made by the attorneys instead of by the heirs for necessary expenses including fees for their counsel is passed, and no point will be made as to whether or not such situation is prejudicial to the claims of these appellees,- no objection upon this basis being advanced by appellant.

The appeal to the Common Pleas Court from the Probate Court being upon questions of law and fact, resulting in a trial de novo, the Common Pleas Court became invested thereby with the same chancery powers possessed by the Probate Court and had full power to pass upon any equitable claim for compensation possessed by the heirs.

The right to compensation for appellees is predicated on four grounds. They conclude their brief with this statement:

“In summing up this problem, we believe we have shown the Court that all- of the various eleménts required for an . allowance of compensation in a will construction action are presented in this case, to-wit:

First: The Testator’s will was ambiguous and it was necessary to construe the meaning of the same.

Second: Despite the trial court’s findings, there was no attack against the will, nor was there any question involving the preservation of assets.

Third: Services rendered by Counsel for the heirs-at-law were beneficial to the Court and to the estate in clearing up the issues created by the Eighth Item of the subject Will, because, in the words of the Courts:

‘* * * the provisions of his will must be made clear to all interested parties before the same can be made effective, * * * for the result of the proceeding benefits the estate to the extent of determining questionable matters in the will, and thus,, permitting an expeditious settlement of the ¿state.’

Fourth: The law of the State of Ohio and that of other States, generally, places in the jurisdiction of the Courts the right to make an allowance of, compensation- in a will construction action, where the same is necessary, where the questions are genuine and bona fide, and where the questions are not litigated captiously, capriciously, and without reason.”

[496]*496■ The opinions of the Judges in the Probate and Common Pleas Courts in the instant proceeding are found attached to the respective briefs of the appellants and appellees.

In these opinions, as well as the briefs of counsel, will be found cited many cases from Ohio and other states as well as citations to established text books. It is difficult in these cases to harmonize the conclusions reached unless the varying facts involved are taken into consideration. It would extend this opinion unduly to analyze in detail the particular facts involved in these citations. However, some comment on these various authorities, as related to the adverse contentions of the parties to this appeal is required.

A general statement of the rules applicable to the instant question is found in Page on Wills, Lifetime Edition, Vol. 4, Ch. 49, section 1613, et seq., pp. 607, et seq. Here it is stated:

“In the absence of statute, apportionment of costs and attorneys’ fees in'a suit to construe a will is within the discretion of the court, since the proceeding is one of an equitable nature.”
“In some jurisdictions it is held that in a suit for construction, the defeated claimant can not have his costs or attorney’s fees out of the estate. Costs may be awarded against the unsuccessful party.

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Bluebook (online)
46 Ohio Law. Abs. 492, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fitton-v-beeler-ohioctapp-1946.