Hunter v. Craft

600 P.2d 415, 287 Or. 465, 1979 Ore. LEXIS 1183
CourtOregon Supreme Court
DecidedSeptember 25, 1979
DocketP-48-76, CA 9254, SC 26090
StatusPublished
Cited by7 cases

This text of 600 P.2d 415 (Hunter v. Craft) is published on Counsel Stack Legal Research, covering Oregon Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hunter v. Craft, 600 P.2d 415, 287 Or. 465, 1979 Ore. LEXIS 1183 (Or. 1979).

Opinions

[467]*467PETERSON, J.

Appellant Clifford Craft petitions this court for review of a Court of Appeals order denying attorney fees and expenses he incurred on appeal in Hunter v. Craft, 37 Or App 545, 588 P2d 617 (1978).

This case involves a will contest in which Clifford Craft, as the personal representative named in the will of George Hunter, petitioned for probate of the will. Louise Moon Hunter, decedent’s widow, petitioned to have the will declared revoked by operation of ORS 112.3051 and requested distribution of the entire estate to her as the sole intestate heir. Clinton Hunter also asserted that the will was revoked by operation of ORS 112.305, that he was the decedent’s son, and that he was entitled to an intestate share of the distribution.

The trial court decreed that the will was revoked by the subsequent marriage of the testator, that the decedent died intestate, that Clinton Hunter was not the son of decedent, and that Craft should be awarded attorney fees and expenses. Craft appealed the refusal of the trial court to admit the will to probate, Louise Moon Hunter cross-appealed the award of attorney fees and litigation expenses to Craft, and Clinton Hunter cross-appealed the denial of his petition to share in distribution of the estate.

The Court of Appeals held that the will was revoked by the subsequent marriage of the decedent, reversed the trial court’s denial of Clinton Hunter’s petition to [468]*468share in the distribution, and affirmed the trial court’s award to Craft of attorney fees and litigation expenses incurred in the trial court.

Even though unsuccessful in the Court of Appeals, Craft filed a motion for attorney fees and other expenses incurred incident to the appeal. Craft’s motion was denied by the Court of Appeals, without opinion. Review was requested and granted on but one issue: Where a personal representative in good faith unsuccessfully prosecutes an appeal from the denial of a petition to admit a will to probate, is the personal representative entitled to recover necessary expenses and attorney fees incurred on appeal? We answer this question in the affirmative.

Statement of Parties’ Contentions

Craft claims entitlement to necessary expenses and attorney fees under a line of cases culminating with In re Feehely’s Estate, 182 Or 246, 187 P2d 156 (1947), and under ORS 116.183(2), which provides:

"A personal representative who defends or prosecutes any proceeding in good faith and with just cause, whether successful or not, is entitled to receive from the estate his necessary expenses and disbursements, including reasonable attorney fees, in the proceeding.”

The other parties resist Craft’s petition for costs and attorney fees, citing Adair v. McAtee, 236 Or 391, 385 P2d 621, 388 P2d 748 (1964); In re Carlson’s Estate, 156 Or 597, 68 P2d 119 (1937); In re Shepherd’s Estate, 152 Or 15, 41 P2d 444, 49 P2d 448 (1935).

They also claim that there was no "just cause” for pressing the appeal, and that the costs and attorney fees sought are not reasonable.

Oregon Cases Allowing Attorney Fees to Personal Representative on Appeal

In a number of cases we have held that a personal representative, in defending a will offered for probate in good faith, is entitled to recover his expenses and [469]*469attorney fees both in the trial court and on appeal, even though unsuccessful.

As early as 1926, in In re Will of Hough, 120 Or 223, 227, 251 P 711 (1926), we held:

"It is the duty of an executor to appeal if in good faith he is satisfied that the will has been improperly rejected. The duty is imposed upon an executor or executrix to execute the will of the testator. The executrix is the sole trustee for all persons having an interest therein and the only legal representative of the estate of the deceased. If, as in the present case, the executrix could not properly execute the will and carry out the trust in accordance with the decree of the trial court, it was appropriate for her to appeal in the interest of all concerned.”

Relative to the duty of the personal representative, we stated in In re Shepherd’s Estate, 152 Or 15, 42-43, 41 P2d 444, 49 P2d 448 (1935):

"Under the procedure which has been adopted and followed in this state the duty is imposed upon the executor after the will has been probated in common form to defend it against attack when he has reasonable ground to believe the will valid; and in such instances it has been the common practice of the court to allow to the executor, whether successful or unsuccessful, if he acts in good faith, the reasonable expense incurred in such defense, including attorneys’ fees. * * * The fact that he was a beneficiary-under the will did not lessen his duty or his right as executor to have such expense paid out of the estate.”

However, costs and expenses of the personal representative were not allowed in In re Carlson’s Estate, 156 Or 597, 605, 68 P2d 119 (1937), because the personal representative was "seeking to sustain a will which he did not honestly believe was the deceased’s last [will].”

In re Feehely’s Estate, 182 Or 246, 187 P2d 156 (1947), involved an estate in which the executor claimed attorney fees for appealing the denial of a petition for the sale of real property in the estate. The executor’s appeal was unsuccessful.

[470]*470The statute then in effect, OCLA § 19-1009, provided:

"An executor or administrator shall be allowed, in the settlement of his account, all necessary expenses incurred in the care, management, and settlement of the estate, including reasonable attorney fees in any necessary litigation or matter requiring legal advice or counsel. * *

The Court held (182 Or at 256-57):

"Notwithstanding the executor, had there been no appeal, would have been protected had it abided by the decision of the probate court, it still remained its duty to execute the will of the testatrix. In re Will of Hough, 120 Or. 223, 227, 251 P. 711. The executor was of the opinion that, under the language of the will, properly construed, it had no authority to use income to pay claims against the estate. That it was not without a reasonable basis for that opinion is manifest. The question was a novel one in this state. The Probate Court had rendered two decisions supporting the executor’s view, and, as indicated by the opinion of this court in the case, there was substantial judicial authority on its side of the question. Under these circumstances, we think that in the sense of the statute the litigation was necessary, that it was the duty of the executor to prosecute the appeal, and that for its defeat in this court it should not be penalized by being required to pay its counsel fees and costs. In re Johnson’s Estate, 100 Or. 142, 162, 196 P. 385, 1115. The conduct of the executor 'is to be tested by the rule of good faith, and not by mere success.’* * *.”

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Hunter v. Craft
600 P.2d 415 (Oregon Supreme Court, 1979)

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Bluebook (online)
600 P.2d 415, 287 Or. 465, 1979 Ore. LEXIS 1183, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hunter-v-craft-or-1979.