Harrel v. Yonts

113 S.W.2d 426, 271 Ky. 783, 1938 Ky. LEXIS 52
CourtCourt of Appeals of Kentucky (pre-1976)
DecidedFebruary 1, 1938
StatusPublished
Cited by7 cases

This text of 113 S.W.2d 426 (Harrel v. Yonts) is published on Counsel Stack Legal Research, covering Court of Appeals of Kentucky (pre-1976) primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Harrel v. Yonts, 113 S.W.2d 426, 271 Ky. 783, 1938 Ky. LEXIS 52 (Ky. 1938).

Opinion

Opinion of the Court by

Judge Baird

— Affirming.

L. F. Harrel died a resident of Rockport, Ohio county, Ky., on the 8th day of February, 1933, testate. His will was- duly probated on the 8th day of March, 1933. The testator imposing implicit faith in the business ability and the honesty and integrity of his friend, Marshall Barnes, nominated and. directed that he be appointed and qualified executor and trustee of the funds mentioned in his will, with further authority to supervise the expenditure of the income from the funds in accordance with his will. Barnes accepted the trust and was duly appointed and qualified by the Ohio county court, and proceeded to execute the terms of the will and to carry out the trust imposed upon him. However, before the will was in fact probated, 'information was received that a number of the heirs of L. F. Harrel were dissatisfied with the disposition of *785 Ms property, and for that reason opposed the probation. In order that every precaution might be had, the will was not probated when first presented, and, in the meantime, Barnes was appointed curator, which trust he accepted and was duly qualified. Harrel left a large estate, amounting to more than $40,000, consisting of property that required much care and attention. As a part of his large estate, there was a store at Rockport, the place of his residence, that had to be cared for and looked after until the will was probated. Barnes, as curator, performed that service. Later, the will was probated and Barnes was appointed and qualified as executor, as aforesaid. In order that he make no mistake in the execution of the will, and to be sure that the law was fully complied with, he employed Kirk & Bartlett and Ernest Woodward, reputable and skillful attorneys, to advise and represent him in the performance of Ms duties in carrying out the trust. Immediately after the will was probated Barnes settled his accounts as curator and then took over the handling of the estate in the capacity of executor.

The Harrel estate was large and considerably complicated. It consisted of many different kinds of property, such as the family residence, a number of tenant houses, and a large store building equipped with necessary fixtures to conduct a general mercantile business with a large stock of merchandise therein. Also, a theater and other business property located in Rock-port. There was a large amount of cash on deposit in bank, government bonds of the value of several thousand dollars, property situated at Grenada, Miss., and a considerable amount of stock in the Pollard Olay Company, situated in Ohio county, Ky. In order to reduce it to cash, it required skill and business acumen.

In order to settle the estate and carry out the terms of the will, much litigation resulted. It is not made clear fully the character of litigation that the executor was compelled to engage in, but it is fairly shown that on account of the size and attractiveness of the estate, the heirs of L. P. Harrel kept almost constantly on the docket litigation of some description which required diligent, persistent, and skillful legal service. As aforesaid, it is not satisfactorily shown the character of all the litigation engaged in, but it is shown that an ap *786 peal from the judgment of the Ohio county court was filed May 13, 1936, by appellants herein in the Ohio circuit court against appellees, the other beneficiaries named in the will, including Marshall Barnes, executor, wherein they attacked the will of L. F. Harrel as being invalid on different grounds. By proper pleading, the issues were joined. Preparation was made for the trial in the Ohio circuit court by Barnes with the aid and assistance of his attorneys, Kirk & Bartlett and Ernest Woodward. Depositions were taken in and out of the state, witnesses interviewed, and much time given in preparing for trial. After much time and labor was expended in an effort to settle the contest of the will and to agree concerning the rights of the parties interested in the estate of Harrel and to settle all costs and expenses growing out of the litigation to that date, on the 12th day of September, 1933, an agreed judgment was entered by the court, which, so far as it applies to the question involved, is herein set out:

“This day came Julius Harrel, by attorney, and tendered and moved to file his intervening petition to this action, showing his relation as nephew of L. F. Harrel, deceased, and his. interest herein, which intervening petition is ordered filed. This cause then being submitted for final trial and judgment, and by agreement of all parties herein, it is ordered and adjudged by the court that the paper purporting to be the last will and testament of L. F. Harrel, and the codicil thereto, dated September 20, 1929, is the last will and testament and the codicil of L. F. Harrel, deceased, and which paper was probated March 8, 1933, as the last will and testament and the codicil of L. F. Harrel, deceased, and that said paper be and it is upheld as the last will, testament and codicil of said testator, subject, however, to the following modifications, and in consideration of the dismissal of the appeal prosecuted by the appellants from an order of the Ohio County Court probating the writing as the last will and testament of L. F. Harrel, deceased. It is agreed between the appellants and appellees as follows, that the following sums be paid to the following persons, out of the estate of L. F. Harrel, deceased:
*787 “1. The entire cost of this action of both appellants and appellees, including depositions taken by either party whether filed or not filed shall be taxed as cost herein and paid out of the general estate.
“2. It is further ordered and adjudged by the court that the attorneys representing the executor, for their services rendered in this action, shall be paid a fee for their services to date, and it is fixed at the sum of $3,000.00, to be taxed as general cost herein. This fee, however, is subject to á credit of $1500.00, heretofore paid by the executor.
“3. And it is further adjudged by the court that any and all state and federal inheritance taxes, as well as any and all county, state and school and municipal, and any and all other taxes that may be due or properly chargeable against said estate shall be paid by the executor and inheritance taxes shall be charged against the beneficiaries if their interest is over the amount allowed as exemptions.
“4. Any and all. just indebtedness due and properly chargeable against said estate, including expense of burial and the purchase of and erection of suitable monument at the grave of testator, said monument and its erection not to cost or exceed the sum of $1,000.00. # * *
“All claims of every kind, nature, sort or character, against the estate of said testator, L. F. Harrel, deceased, held or claimed or asserted, or that may hereafter be claimed or asserted by said appellants or said intervening petitioner, Julius Harrel, or either of them, in consideration of the entry of this agreed judgment herein, and the payment of sums directed above, are compromised, settled and forever discharged, and disclaimed and fully and completely satisfied and settled.

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Cite This Page — Counsel Stack

Bluebook (online)
113 S.W.2d 426, 271 Ky. 783, 1938 Ky. LEXIS 52, Counsel Stack Legal Research, https://law.counselstack.com/opinion/harrel-v-yonts-kyctapphigh-1938.