In Re Estate of Hughes

69 N.E.2d 216, 78 Ohio App. 143, 46 Ohio Law. Abs. 492, 33 Ohio Op. 494, 1946 Ohio App. LEXIS 586
CourtOhio Court of Appeals
DecidedMay 4, 1946
Docket909
StatusPublished
Cited by8 cases

This text of 69 N.E.2d 216 (In Re Estate of Hughes) 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 Hughes, 69 N.E.2d 216, 78 Ohio App. 143, 46 Ohio Law. Abs. 492, 33 Ohio Op. 494, 1946 Ohio App. LEXIS 586 (Ohio Ct. App. 1946).

Opinion

Ross, J.

This originally was an appeal on questions of law and fact from a decree of the Court of Common Pleas of Butler county, Ohio, rendered in a statutory proceeding, constituting an appeal on questions of law and fact to that court from the Probate Court of Butler county. A question being’ raised as to whether this court, upon a second appeal, could retry the facts, and all counsel consenting, the appeal was reduced to an appeal on questions of law and time was given to file a bill of exceptions, assignments of error and briefs in this court.

Prom the record it appears that Mary Hughes Beeler, one of the heirs of the decedent, for whom appellees have continuously been counsel, requested the executor of the estate to institute an action for the construction of the will of such, decedent and that ibis request was granted by the executor and an action instituted to construe such will.

Appellees represented Mary Hughes Beeler and other heirs throughout the proceedings to construe *145 the will; such heirs having been made defendants in the action.

Answers were filed by such heirs, whose counsel are the appellees in the instant proceeding, in which such heirs joined in the prayer of the executor for a construction of the will.

The will in question provided in substance for the creation of a trust estate which was to be used for the erection and equipment of a hospital in Butler county for the treatment of contagious and infectious diseases contracted by citizens of such county. When the extent of the estate so to be placed in trust was finally and fully estimated, it was suggested that, even allowing for the full performance of the wishes of the testator as to such erection and equipment, there would be a considerable surplus remaining in such trust estate. Two divergent constructions of the will as to the disposition of such surplus were advanced by the executor and the heirs.

It was the contention of the executor that the trust was valid, and reading the whole will it was evident that the testator desired all of such trust estate to be used in promoting the hospital project, that even though it was apparent that the testator thought such trust estate would be entirely expended in erecting and equipping such hospital, it was his manifest intention that any surplus, after performing such direction, should still be used for the further carrying on of the project and that, therefore, such surplus, if any, should be used for replacement of equipment, repairs, and even for current maintenance.

The contention of the heirs was: (1) That the entire trust was invalid; (2) That if the trust was not invalid in toto, then as to any such surplus existing after the erection and equipment of the hospital, the estate was intestate and should be distributed to such heirs.

*146 The construction case was fully considered by successive courts in trial' and upon appeal, resulting in a final determination sustaining the construction advanced by the executor as to any surplus. He and his counsel were allowed a very substantial sum covering costs and attorneys’ fees.

An application was made in the Probate Court by the attorneys for the heirs for fees. The Probate Court refused such request, and appeal on questions of law and fact was taken to the Common Pleas Court of Butler county. That court, after a full hearing of the facts, allowed the attorneys for the heirs $20,000. It is such allowance of fees that the executor now seeks to have set aside by the instant appeal.

Attorneys representing such heirs are not parties to the action to construe the will. See Page on Wills, post. The application- of such attorneys for fees, therefore, cannot be considered as a continuation of such action to construe the will, but, on the contrary, constitutes a separate ancillary proceeding in which such attorneys apply to the chancery powers of the Probate Court to grant them equitable relief. The propriety of the application being made by the attorneys instead of by the heirs for necessary expenses including fees for their counsel is passed, and no point will be made as to whether such situation is prejudicial to the claims of these appellees, no objection upon this basis being advanced by appellant executor.

The appeal to the Common Pleas Court from the Probate Court being upon questions of law and fact, resulting in a trial ele novo, the Common Pleas Court became invested thereby with the same chancery powers possessed by the Probate Court and had full power to pass upon any equitable claim for compensation possessed by the heirs.

The right to compensation for appellees is predi *147 cated on four grounds. They conclude their brief with this statement:

“In summing up this problem, we believe we have shown the court that all of the various elements required for an allowance of compensation in a will construction action are presented in this case, to wit:

“First: The testator’s will was ambiguous and it was necessary to construe the meaning of the same.

“Second: Despite the trial court’s findings, there was no attack against the will, nor was there any question involving the preservation of assets.

“Third: Services rendered by counsel for the heirs-at-law , were beneficial to the court and to the estate in clearing up the issues created by the eighth item of the subject will, because, in the words of the courts:

“ ‘ * * * the provisions of his will must be made clear to all interested parties before the same can be made effective, * * * for the result of the proceeding benefits the estate to the extent of determining questionable matters in the will, and thus permitting an expeditious settlement of the estate.’

“Fourth: The law of the state of Ohio and that of other states, generally, places in the jurisdiction of the courts the fight to make an allowance of compensation in a will construction action, where the same is necessary, where the questions are genuine and bona fide, and where the questions are not litigated 'captiously, capriciously, and without reason.”

The opinions of the judges in the Probate and Common Pleas Courts in the instant proceeding are found attached to the respective briefs of the appellants and appellees.

In these opinions, as well as in the briefs of counsel, will be found cited many cases from Ohio and other states as well as citations to established text books. It is difficult in these cases to harmonize the conclusions *148 reached unless the varying facts involved are taken into consideration. It would extend this opinion unduly to analyze in detail the particular facts involved in these citations. However, some comment on these various authorities, as related to the adverse contentions of the parties to this appeal is required.

A general statement of the rules applicable to the instant question is found in 4 Page on Wills (Lifetime Edition), 607 et seq., Ch.

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

Related

In Re Estate of Coleman
564 N.E.2d 116 (Ohio Court of Appeals, 1988)
Lloyd v. Campbell, Trustee
196 N.E.2d 786 (Ohio Court of Appeals, 1964)
Lloyd v. Campbell
94 Ohio Law. Abs. 419 (Ohio Court of Appeals, 1964)
In re Estate of McKitrick
172 N.E.2d 197 (Ohio Probate Court of Franklin County, 1960)
Nadlin v. Mannarino
149 N.E.2d 31 (Ohio Court of Appeals, 1957)
Troy Bank & Trust Company v. Brantley
82 So. 2d 618 (Supreme Court of Alabama, 1955)
Kirkbride v. Hickok
155 Ohio St. (N.S.) 165 (Ohio Supreme Court, 1951)

Cite This Page — Counsel Stack

Bluebook (online)
69 N.E.2d 216, 78 Ohio App. 143, 46 Ohio Law. Abs. 492, 33 Ohio Op. 494, 1946 Ohio App. LEXIS 586, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-hughes-ohioctapp-1946.