Hendrickson v. Estate of Sullivan

19 N.W.2d 372, 146 Neb. 283, 1945 Neb. LEXIS 87
CourtNebraska Supreme Court
DecidedJune 29, 1945
DocketNo. 31963
StatusPublished

This text of 19 N.W.2d 372 (Hendrickson v. Estate of Sullivan) is published on Counsel Stack Legal Research, covering Nebraska Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hendrickson v. Estate of Sullivan, 19 N.W.2d 372, 146 Neb. 283, 1945 Neb. LEXIS 87 (Neb. 1945).

Opinion

Simmons, C. J.

This action involves two claims for attorney’s fees filed against the trust estate of Phillip Sullivan, deceased. The county court and the district court denied the claims. Claimant, herein called the plaintiff, appeals. We affirm the judgment of.the trial court.

Mr. Sullivan died testate October 5, 1919, possessed of a [284]*284considerable estate, including large holdings of farm land. His will, admitted to probate in November, 1919, provided that H. F. Wilson and H. S. Ringland should be his executors, and later trustees, of his estate to handle the same, reduce it to cash and distribute to named beneficiaries. The executors as such were discharged in 1921 and the property-assigned to them as trustees. Thereafter, the two trustees administered the trust, and early in the trust period were paid substantial fees as trustees. In 1924 Mr. Wilson died, and Mr. Ringland continued as sole trustee until his death November 9, 1932.

A. R. Davis represented the trustees as their attorney. He died in March, 1929. He was associated with plaintiff in the practice of the law.

Plaintiff’s first claim, in the order in which they arise, is for the sum of $1,000 for representing said estate for the years 1930, 1931 and 1932. The second claim is in the sum of $200 for services in representing the estate and legatees in preparing objections to the final report of the trustee made by his estate, and in filing a claim against the Ring-land estate in behalf of the trust estate.

The evidence presented to sustain the claims consists of the testimony of the plaintiff, exhibits of various court proceedings, and originals and copies of letters from plaintiff’s files concerning this estate and plaintiff’s connection therewith. From this file of correspondence, the court proceedings and plaintiff’s testimony, the picture can be developed.

We consider the claims in the above order.

Plaintiff testified that during the years mentioned, he represented the trustee in estate matters. He testified that he prepared three reports of the trustee covering the period from June 13, 1929, to February 3, 1932. These reports consist of a tabulation of receipts and disbursements, and show balances on hand. They were prepared from data furnished by the trustee. Plaintiff also testified that during this period of time, he went with the trustee to visit the lands, inspect fences and wells, care for property, and to collect rents — sometimes a difficult task. He corresponded [285]*285with two bonding companies and secured a bond for the trustee. Those in general were his services, except as to the matters now to be mentioned. It appears that in February, 1932, one of the beneficiaries of the trust named Whitlatch undertook to secure a distribution and a payment of her share of the trust estate. Some litigation followed about the appointment of a second trustee. An attempt also was made to set aside specific property to this beneficiary. Considerable correspondence was had and papers were prepared for filing- an action to secure the above result. These papers were not filed because of the death of the trustee.

A member of the bar of Illinois, William M. Walker, represented the principal beneficiary of this trust. Plaintiff’s correspondence file begins with a letter from Mr. Walker to-A. R. Davis, dated February 17, 1932, concerning the Whit-latch attempt to secure distribution. This letter was turned over to plaintiff by the trustee, and thereafter plaintiff rendered services to the trustee in that matter. The trustee also answered that letter of Mr. Walker and advised him of the death of Mr. Davis three years earlier, and that “ * * * as nothing has come up until this time, this is perhaps the reason that his death has not been brought to your attention.” (Emphasis supplied.) It then appears that the trustee did not consider that he had employed an attorney prior to that time. It also appears that prior correspondence concerning the trust estate was in Mr. Davis’ files, and apparently covered matters handled by him. This written record, made at the time, rather definitely fixes the date of the beginning of plaintiff’s services as in February, 1932.

Under date of March 29, 1932, plaintiff advised Mr. Walker that he would appear for “all defendants” in the actions brought by Whitlatch. It further appears from a letter dated April 21, 1932, that the trustee did not file objections in the Whitlatch action in county court.

Mr. Walker’s client was concerned about expenses of administration. Under date of October 1, 1932, he wrote the plaintiff asking for “a statement of all existing expense of [286]*286administration against the estate” and “the amount of expense occasioned by the activities of the Whitlatch interests, also the expense, if any, that may exist otherwise and also an estimate of the probable expense to finally close this estate.” Plaintiff replied to this letter on October 4, 1932, and stated:

“You already have reports showing fully all statements of expenses in connection with this estate, and there should be no further expenses except the usual run of affairs, which no doubt will be small.

“The expenses of litigation that the Whitlatehes brought about to the estate are as follows:

“Court costs paid to date by defendants 50^;

In addition I will charge an attorney fee of $200.00.

“The future expenses of this estate no one can determine in advance, but they ought not to be great, depending, of course, on what is being done, but in all events they could not be large.”

Mr. Walker acknowledged this letter on October 5, stating it was the information wanted as he “thought there might be in existence at the present time charges and expenses that had never been paid or statement made * * * .” Thereafter, the final report of Mr. Ringland was made by his administrator. It shows that on October 28, 1932, the trustee paid plaintiff for services in county and district courts in re Whitlatch v. Sullivan, per statement October 24, 1932, $200.02. Plaintiff admits the receipt of this payment, but testifies that it was limited to services performed in the two court cases. Thereafter, the trustee’s report was allowed in 1933 and his bond released.

In April, 1944, plaintiff filed his claim in county court for $1,000 attorney’s fees. The trustees objected to the allowance of this claim and required strict proof. They pleaded payment of the claim; that it was not a valid claim against the trust property; and that the claim was barred by the statute of limitations and by estoppel and laches.

It seems to us from this record, and in particular from the plaintiff’s letter of October 4, 1932, that he contemplated [287]*287a charge against the estate of $200, which would constitute the charge for all services rendered, and that there would be no further charges except “future expenses” which “ought not to be great.” Accordingly, we find that the plea of payment of this claim is sustained.

The second claim arises out of events following- the death of the trustee. The filing date does not show in the transcript, but the parties treat it as having been filed in July of 1933.

Again, we go to the correspondence and the court proceedings for information as to what took place. It appears that the trustee had for some time held substantial balances of cash on hand.

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Related

Walker v. Estate of Love
286 N.W. 381 (Nebraska Supreme Court, 1939)

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Bluebook (online)
19 N.W.2d 372, 146 Neb. 283, 1945 Neb. LEXIS 87, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hendrickson-v-estate-of-sullivan-neb-1945.