In Re Estate of Ellis

32 N.E.2d 23, 66 Ohio App. 121, 19 Ohio Op. 392, 1940 Ohio App. LEXIS 985
CourtOhio Court of Appeals
DecidedFebruary 21, 1940
StatusPublished
Cited by3 cases

This text of 32 N.E.2d 23 (In Re Estate of Ellis) is published on Counsel Stack Legal Research, covering Ohio Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Estate of Ellis, 32 N.E.2d 23, 66 Ohio App. 121, 19 Ohio Op. 392, 1940 Ohio App. LEXIS 985 (Ohio Ct. App. 1940).

Opinion

Phillips, J.

The last will and testament of William P. Ellis admitted to probate in Lake county disposed of small articles of personal property with which we are not concerned, and provided that the bulk of his estate should be given in trust to a named trustee and the entire income therefrom and so much of the principal thereof, as in the discretion of the trustee was necessary, should be used for the support and comfort of his wife during her life, and that after her death the income from the trust should be paid to a brother and sister, during their joint lives or the life of the survivor of them, and after the death of the survivor the corpus of the estate should be divided among testator’s next of kin.

The will also provided for the compensation to be paid to the executrix, named therein, in this language:

“I also authorize and direct my executrix, who is an attorney-at-law, to perform any and all legal services which in her judgment are necessary or advisable in the administration of my estate and the carrying out of the provisions of this will, and she shall pay to herself from my estate such sum or sums as she deems proper compensation for such services rendered and for any unusual services which she may render as executrix. My executrix shall be the sole judge of the value of such services. This provision for compensation is in addition to the regular fee provided by statute. ’ ’

The widow elected to take under the law and the executrix proceeded to administer the estate, and paid to herself fees for legal services and for services rendered as executrix, as shown by her first and second *123 partial accounts filed in the Probate Court, to which no exceptions were taken.

In her third partial account filed in that court the executrix claimed credit for $8,200 for additional counsel fees and for unusual services rendered as executrix. The widow filed exceptions to this account on the grounds that the claimed credits for legal fees and services as executrix were not presented to or allowed by the Probate Court, were in excess of the statutory compensation allowed to an executrix, were excessive, and were not justified by the nature or extent of the duties performed in connection with the administration of the estate.

The executrix filed a motion to strike the exceptions from the files, which was overruled, and on hearing on the exceptions the court found that no application was filed by the executrix for an allowance for legal services or for compensation for extraordinary services rendered as executrix; that no allowance had been made by the court; and that the executrix was not entitled to credit for the items listed in her third partial account.

From that finding and order of the Probate Court, the executrix appealed to this court on questions of law.

These facts bring us forthwith to a consideration of the claims and contentions of the parties to this appeal.

The widow claimed that when she elected to take under the law by that act the estate was divided into two parts, and that as far as she was concerned, the estate should be administered as though there were no will; and that the fees of the executrix for administering the half of the estate which she took under the law should be separately determined by the provisions of the statutes governing intestate estates.

The executrix contended that a court has no power under the provisions of the will to fix these fees, nor *124 to pass upon the amount thereof, except that if the fees charged by the executrix were so large as to be an evidence of fraud against the estate a court might exercise its equity powers to protect the estate. No charge of abuse of discretion, fraud or bad faith on the part of the executrix was claimed.

The sole question presented for consideration and determination is whether, under the provisions of the will in this case, the executrix was compelled to file an application for an allowance of attorneys fees and for fees for services rendered as executrix and secure the approval of the Probate Court for such an allowance, where the widow elected to take under the law in accordance with the provisions of Section 10504-55, General Code.

Whether the provision of the will which fixed the compensation of the executrix was against public policy; or the intention of the testator as expressed therein was to make a bequest to the executrix of the amount in excess of the fees provided by statute; or she could recover the regular statutory fees allowed to her as executrix in addition to the compensation given in the will; or the amount of the fees charged was excessive, were not argued orally or by brief, and while this court in its discretion may consider and decide errors which are not assigned or specified we are not required to do so, and we accordingly do not pass upon these questions. See Section 12223-21, General Code.

The right of the testator to make a will and dispose of his property by bis last will and testament in any manner he desires, subject to certain exceptions, none of which we find apply in this case, is conferred by statute.

That right being established we must consider then his right to make provision by will for compensation which shall be paid to the executrix of his estate, and we find this latter right has long been recognized, and *125 the courts have held that the intention of the testator must control. See Rote v. Warner, 17 C. C., 342, 9 C. D., 536; Fernald et al., Exrs., v. Gooch, 202 Mass., 408, 88 N. E., 763.

While courts do not favor the exercise of an arbb trary power unless it is clear it was the intention of the testator to confer it, yet such power may he created. See Metcalf v. Gladding, 35 R. I., 395, 87 A., 195.

In Ohio the right of a testator to fix by will the amount which shall be paid to the executrix of his estate is further recognized by statute. Section 10509-193, General Code, provides in part:

“Further allowance shall be made as the court considers just and reasonable for actual and necessary expenses, and for extraordinary services, not required of an executor or administrator in the common course of his duty. * * * When provision is made by the will of the deceased for compensation to an executor, that shall be a full satisfaction for his services, in lieu of such commissions or his share thereof, unless by an in- , strument filed in the court he renounces all claim to the compensation given by the will.”

The executrix has not renounced her claim to the compensation given by the will by an instrument filed in the court.

This section of the statute indicates a legislative intent to grant to the testator the right to provide by will the compensation to be paid to the executrix of his estate. We find no statute which prohibits the testator from so providing, and none has been cited by counsel.

Obviously the testamentary intent of the testator must be ascertained from the will.

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Cite This Page — Counsel Stack

Bluebook (online)
32 N.E.2d 23, 66 Ohio App. 121, 19 Ohio Op. 392, 1940 Ohio App. LEXIS 985, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-ellis-ohioctapp-1940.