Frazier v. Frazier

468 S.W.2d 322, 63 Tenn. App. 1, 1970 Tenn. App. LEXIS 311
CourtCourt of Appeals of Tennessee
DecidedJuly 8, 1970
StatusPublished
Cited by1 cases

This text of 468 S.W.2d 322 (Frazier v. Frazier) is published on Counsel Stack Legal Research, covering Court of Appeals of Tennessee primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Frazier v. Frazier, 468 S.W.2d 322, 63 Tenn. App. 1, 1970 Tenn. App. LEXIS 311 (Tenn. Ct. App. 1970).

Opinion

NEARN, Judge.

This case was previously before us. Cer-tiorari was granted by the Supreme Court, and our previous decision modified in part and reversed in part. The Opinion of the Supreme Court is reported as Frazier v. Frazier (June 21, 1968), 221 Tenn. 70S, 430 S.W.2d 655.

The matter has been in litigation for almost four and one-half years. For an understanding of our determination of the issue now presented, it will be unnecessary to restate in detail the proof adduced in the lengthy litigation. The proof prior to this appeal has been adequately set out in the Supreme Court’s previous Opinion.

Even though the issue presented by this appeal comes to us at an oblique angle, the issue is the same as it was at the outset of the litigation. The issue to be determined is the proper disposition of insurance proceeds.

A brief review of the proceedings is now required. Sarah R. Frazier, the mother of decedent, Thomas E. Frazier, was named as Executrix in decedent’s will. There came into her hands as Executrix all of the estate and approximately $138,000.00 in life insurance proceeds payable to his estate. By the terms of the Will, after paying all debts, a bequest of $20,000.00 in trust was made for the benefit of decedent’s sister, Miss Ellen Frazier. All the rest and residue was left in trust for the benefit of his two children, Lois Kathryn Frazier and Stan Lee Frazier. A divorce action was pending between decedent and his wife, Lois Proctor Frazier, and evidently for this reason, no provision was made for his wife. The Will was silent as to the life insurance payable to the estate and no mention was made in the Will by “apt words,” or any words, to indicate an intention to eliminate application of T.C.A. 56-1108, which statute provides in effect that life insurance proceeds inure to the benefit of decedent’s widow and children free from the husband’s debts and do not pass through his estate unless by “apt words” in the Will a contrary intent is shown.

A Bill for Construction of the Will was filed by the Executrix joining all parties now before us to determine whether the insurance proceeds passed to the estate or directly to the widow and children. The learned Chancellor held, among other things, that the insurance proceeds • were not a part of the estate and passed directly to the widow and children under the statute. The Executrix appealed citing this action of the Chancellor, as well as many others, as error, but the other Assignments need not for the purpose of this Opinion be further considered. This Court, on the question of insurance proceeds, reversed the Chancellor, and our decision in that regard was held to be erroneous by the Supreme Court and that of the Chancellor correct.

Question was raised in the first appeal regarding payment of the Executrix’ and her Solicitor’s fee. The right to a fee of some sort has never been questioned. The source of the fee is the real question and the amount is perhaps dependent upon the source.

Regarding this point, in our previous Opinion, we stated:

“In his reply brief, able counsel for the executrix not only reasserts his seven assignments of error, but adds an additional ground for reversing the decree of the Chancellor, which is that Code Section 56-1108 T.C.A. should be construed in para materia with Sections 26-201 T.C.A., 30-300 T.C.A., 30-801 T.C.A., 31-201 T.C.A., and other statutes regulating descent and distribution, with the result that not only should this cause be reversed, but that it should result in a ruling that the claims of Mrs. Lois Proctor Frazier, as widow of Dr. Thomas E. Frazier, to marital rights in his estate, must be postponed or made inferior to the claim of the executrix for administering the estate, including compensation to her solicitor for probating the will and for filing the bill in the in[324]*324stant case. The latter portion of this contention is predicated on the authority of the opinion of this Court in the case of ‘In the Matter of the Estate of Andrew Jackson Lewis, Deceased, claim of R. C. Fuller’, 45 Tenn.App. 651, 325 S.W.2d 647. In that case this Court held that such obligations and expenses incurred by Fuller, who had been named as executor of the will of Lewis, in offering the will for probate, and in successfully defending a contest of same in the Circuit Court, constituted a valid claim against the estate of Lewis, even though Fuller did not qualify as executor, because such expenses were incident to performance of his duty to present the will for probate. Section 56-1108 T.C.A. mentions only ‘debts’, whereas 31-201 T.C.A. refers to ‘debts and the charges against the estate’ and 30-520 T.C.A. gives first priority to ‘costs of administration’ and fourth priority to debts. In this aspect of the situation, counsel argues that the instant case is one of the first impression. He argues that, if the Code sections referred to are construed in para materia, the facts of the instant case are clearly distinguishable from the facts of Waldrum v. Waldrum (supra); and that it must inevitably follow that proceeds of the policies on the life of Dr. Thomas E. Frazier should be included in the property disposed of by his will. He also argues that if as was held by this Court in the case of In Re Lewis, a person nominated as executor in a will who did not qualify as such after he had successfully defended it, was entitled to compensation for such services out of the estate, the executrix in the instant case should be entitled to similar compensation for probating the will and pursuing the litigation incident to the instant case. We agree with the solicitor for the executrix that the Code sections referred to and/or other statutes regulating descent and distribution should be construed in para materia, and we hold that the claim of Mrs. Sarah R. Frazier, as executrix for probating the will of Dr. Thomas E. Frazier and conducting the litigation incident to the case at bar, will constitute a valid claim against his estate, similar to that allowed in In re Estate of Lewis (supra).”

In considering the above ruling, the Supreme Court stated:

“The widow lastly contends that the Court of Appeals erred in holding that the marital rights of the widow in the estate should be made inferior to the claims of the executrix, including attorneys’ fees. This holding of the Court of Appeals dealt only with the claim of the executrix for costs and expenses of administration, including counsel fees incurred in presenting the controversies involved for judicial disposition. It in nowise involves any subordination of rights under the code sections mentioned to claims of creditors. With this modification, the case will be remanded for appropriate fixing and payment of costs and expenses of administration as stated above.”

The cause was remanded to the Chancery Court for conclusion.

On the remand the learned Chancellor has held that the insurance proceeds were not probate assets of the estate and were not a source of funds from which a fee could be allowed to the Executrix and her Solicitor. Since all estate funds had been consumed by widow’s year’s support and exemptions, there were no funds from which to award fees and the application for fees of the Executrix and her Solicitor was denied.

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Cite This Page — Counsel Stack

Bluebook (online)
468 S.W.2d 322, 63 Tenn. App. 1, 1970 Tenn. App. LEXIS 311, Counsel Stack Legal Research, https://law.counselstack.com/opinion/frazier-v-frazier-tennctapp-1970.