In Re De Penning's Estate

58 N.W.2d 9, 244 Iowa 690, 1953 Iowa Sup. LEXIS 338
CourtSupreme Court of Iowa
DecidedApril 8, 1953
Docket48244, 48245
StatusPublished
Cited by10 cases

This text of 58 N.W.2d 9 (In Re De Penning's Estate) is published on Counsel Stack Legal Research, covering Supreme Court of Iowa primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re De Penning's Estate, 58 N.W.2d 9, 244 Iowa 690, 1953 Iowa Sup. LEXIS 338 (iowa 1953).

Opinion

Wennerstrum, J.

This opinion involves two actions and an appeal in both of them. By reason of the manner in which the appeals were submitted we are considering them as one matter. One of them relates to a petition for an order seeking to set aside a previous order fixing and allowing compensation of the executor and his attorneys in the estate of Peter De-Penning, deceased. The other relates to objections made by the same parties to the final report of the executor. In the proceeding relative to the first referred to action the trial court sustained a motion of the executor and his attorneys to dismiss the applicants’ petition, holding there was nothing in it which justified the setting aside and vacating of the previous order. In the other action the trial court held, in ruling on certain points of law, that the matter of compensation of the executor and his attorneys had been fixed by a previous order and thereby adjudicated. It also held that the order and judgment of the trial court relative to fees and kindred matters was also an adjudication of their rights to relitigate these matters in objections to the final report. The petitioners and the objectors in these two matters, being the same individuals, have appealed.

*692 F. L. Bedell was appointed executor of tbe estate of Peter DePenning, deceased, on September 27, 1948. Tbe petitioners sought to have set aside an allowance of executor and attorney fees and some additional expenses. They are tbe decedent’s residuary legatees. There had been prior litigation in connection with the estate. DePenning v. Bedell, executor, 242 Iowa 102, 44 N.W.2d 385. In the cited litigation the executor had employed the firm of'Siegers & Bedell to represent him. This representation was made pursuant to authorization obtained in the probate proceedings of the estate. On March 12, 1951, Bedell, the executor, filed a sworn application for an order allowing compensation to himself and his attorneys in the estate matter, as well as in the previous litigation. In connection with his application for compensation he also filed a sworn itemized statement of extraordinary services rendered. On March 13,, 1951, an order was entered setting down this application for hearing on March 19, 1951, at 10 a.m. It was therein directed that notice of said hearing be given to the residuary beneficiaries of the will of Peter DePenning, deceased, by mailing a copy of said notice to each of them not less than five days before the date set for said hearing.

It is shown by the record and not denied by appellants that these notices were mailed to each of the said residuary beneficiaries on March 13, 1951, and received by them.

Because of the comments and contentions of the appellants we shall set out a copy of the letter which was sent to each of the residuary legatees on the stationery of Siegers & Bedell and enclosed with the notice. It was signed by F. L. Bedell, executor.

“March 12, 1951
¡<* $ *
“Enclosed find Notice of Hearing on my Application for an Order fixing the Executor’s fee and the attorney fees of Siegers & Bedell in your father’s estate.
“As you know the sale of the real estate and all of the litigation required a great deal of time and work. Our itemized statement on file shows the services rendered but does not specify any amount. That is for the reason that the Court will allow *693 wbat it considers tbe fair and reasonable value of tbe services rendered.
“Tbe bearing will be before Judge Beehly wbo is thoroughly familiar with tbe litigation involved and tbe circumstances concerned in tbe estate. He will, therefore, make such allowance as be considers proper and fair to all concerned.
“It is not necessary that you be present at the bearing but tbe enclosed Notice affords you an opportunity to be there if you so desire. * * *”

Tbe original application for an order fixing and allowing compensation for tbe executor and bis attorneys sets out facts pertaining to services rendered. It is therein stated at tbe time of tbe decedent’s death three of bis children held notes executed by him in tbe amount of $3000 and a mortgage on bis farm and a Prairie City residence; that the total amount of this indebtedness with compound interest made the unpaid balance on said notes and mortgage approximately $20,000; that tbe decedent’s ' will directed bis executor to contest tbe validity of said notes and mortgage if any attempt was' made to collect them; and that-shortly after tbe decedent’s death litigation was threatened by the holders of the notes and negotiations were bad relative to a possible settlement of this indebtedness. On March 31, 1949, an action was commenced against tbe executor to obtain judgment on said notes and a foreclosure of tbe mortgage. Tbe residuary beneficiaries were joined as defendants. Tbe application further shows that on this'same date a claim was filed against this executor on the same three notes and it is stated if these claims had been recovered tbe major portion of tbe decedent’s estate would have been taken. Tbe application further stated that on August 26, 1950, two of tbe decedent’s children and tbe widow and heirs of a deceased child instituted an action at law for tbe purpose of setting aside the order probating decedent’s will and declaring it invalid; and that on or about tbe same time contestants also filed a petition to set aside tbe probate of the decedent’s will.

It is further shown by the application that instructions were obtained from the trial court to defend in all this litigation. Various motions'and pleadings were filed and all litigated mat *694 ters carried to a conclusion. Tbe foreclosure action was tried and recovery was denied by tbe trial court, which decree was affirmed by the supreme court on appeal. (See DePenning v. Bedell, executor, supra.) The application further shows that the will contest was assigned for trial and the executor and his attorneys were prepared to try this action; that not until after all preparation for trial had been made did he learn that the contestants would dismiss their action. It is further shown that the will contest and the actions concerning the claims filed in the estate proceedings were all dismissed. It is also stated that the firm of Siegers & Bedell, of which the executor was a member, acted as attorneys in the administration of the estate throughout all the litigation. It is further therein stated that the executor 'took charge and managed all of the decedent’s real estate which consisted of a farm and three residence properties, and in keeping with the provisions of the will and the orders of the court he sold all of said real estate; and that the residuary legatees who were defendants in some of the litigation employed their own attorneys at all times. The application is concluded with a statement that the executor and his attorneys rendered extraordinary services in connection with the real-estate and tax matters and asks that their fees be fixed in connection with the ordinary compensation which was sought as well as for the extraordinary services.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In Re the Estate of Falck
672 N.W.2d 785 (Supreme Court of Iowa, 2003)
In Re the Marriage of Fairall
403 N.W.2d 785 (Supreme Court of Iowa, 1987)
Copic v. Copic
325 N.W.2d 766 (Court of Appeals of Iowa, 1982)
State v. Cole
133 N.W.2d 714 (Supreme Court of Iowa, 1965)
In Re Hutchison's Estate
121 N.W.2d 504 (Supreme Court of Iowa, 1963)
Martin v. Simons
121 N.W.2d 504 (Supreme Court of Iowa, 1963)
Abell v. Howat
107 N.W.2d 924 (Supreme Court of Iowa, 1961)
In Re Laufert's Guardianship
79 N.W.2d 187 (Supreme Court of Iowa, 1956)
In Re Estate of Pierce
60 N.W.2d 894 (Supreme Court of Iowa, 1953)

Cite This Page — Counsel Stack

Bluebook (online)
58 N.W.2d 9, 244 Iowa 690, 1953 Iowa Sup. LEXIS 338, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-de-pennings-estate-iowa-1953.