In Re Estate of Love

206 N.E.2d 39, 1 Ohio App. 2d 571, 30 Ohio Op. 2d 595, 1965 Ohio App. LEXIS 654
CourtOhio Court of Appeals
DecidedMarch 23, 1965
Docket7728
StatusPublished
Cited by32 cases

This text of 206 N.E.2d 39 (In Re Estate of Love) 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 Love, 206 N.E.2d 39, 1 Ohio App. 2d 571, 30 Ohio Op. 2d 595, 1965 Ohio App. LEXIS 654 (Ohio Ct. App. 1965).

Opinion

Rutherford, P. J.

The appellant herein, W. Robinson Watters, having been employed by the ancillary administrator, in Ohio, of the estate of Melvin T. Love, deceased, filed application with the Probate Court, under the provisions of Section 2113.36, Revised Code, to have the court fix reasonable attorney fees to be paid as a part of the expenses of administration. Application was also made for allowance of necessary expenses.

The Probate Court ordered the proceeding referred to a general referee for hearing and examination under the provisions of Section 2315.37, Revised Code.

Hearing was held before the referee who filed a statement of facts found, his conclusions of law and his decision.

The bill of exceptions certified by the referee shows the proceedings before the referee consisted of the testimony of Mr. Watters and three other witnesses. The only exhibit attached *573 is the application of Mr. Watters for determination of reasonable attorney fees and expenses to be reimbursed, which application contains thirty pages. Mr. Watters testified that the application set forth the time expended and the nature of the services performed and to be performed, except as to future services which in the application were estimated at 122 hours. On hearing, he testified that his estimate for future services would be 250 hours.

The estate file was not offered or admitted as an exhibit at the hearing before the referee, and, from the referee’s finding of facts and conclusions of law, it appears that he attempted to base his determination upon hours stated by the applicant to have been expended.

In the application and exhibits attached as a part thereof, Mr. Watters showed the following:

In re ordinary services alleged.
Exhibit A. Time expended and services performed and to be performed in ordinary processing relating to the ancillary administration 258 hrs.
In re extra-ordinary services alleged.
Exhibit B. Services necessary in determining the rights of surviving spouse 110% hrs.
Exhibit C. Litigation arising from exceptions to the inventory and appraisement filed by widow 148% hrs.
Exhibit D. Services relating to performance of contract to sell real estate 50 hrs.
Exhibit E. Litigation in Ohio to cancel ante-nuptial agreement 69 hrs.
Exhibit F. Litigation in Florida for declaratory judgment as to antenuptial agreement 219% hrs.
Total allotted to alleged extraordinary services 597 hrs.
Total for all services performed, both ordinary and extraordinary 855 hrs.
Estimate of services to be performed 122 hrs.
Total services performed and estimated for future 977 hrs.
*574 In re expenses.
Exhibit Gr. Telephone Calls $ 237.63
$ 34.25 Court costs advanced
Travel expenses to Florida
1st trip $ 195.87
2nd trip 231.70
Total for travel expenses $ 427.57
Total expenses $ 699.45

Mr. Watters stated in the application that his standard regular rate for professional services was $25 an hour, and that for travel time he charged less, and for some services, more.

Except for the transfer of real estate in accordance with land contract, which may or may not have involved extraordinary services, all the extraordinary services claimed arise from a dispute over the validity of an antenuptial agreement. The exceptions to the inventory and appraisal upon which Mr. Watters alleges to have expended 148% hours result from this agreement. The services of 110% hours alleged to be necessary in determining the rights of surviving spouse result from this agreement. Services alleged in litigation in Ohio in action to cancel antenuptial agreement in the amount of 69 hours arise from the same source, and, likewise with services in litigation in Florida, the domiciliary state, for declaratory judgment as to antenuptial agreement, in the amount of 219% hours.

As to this agreement, concerning the ramifications of which Mr. Watters alleges he expended a total of 547 hours, a settlement was finally arrived at, the final . negotiations being handled by another attorney who asked and was paid $3,000 from the estate for his services. This settlement, which provided for a cash payment and the putting of an agreed sum in trust with the income to the widow for life and the principal upon her death to be disposed of under the provisions of the will of the decedent, settled the matters then being litigated.

The general referee in his report made the following finding of facts:

“The application, with affidavit and exhibits, is a model of *575 clarity and clearness, covers thirty pages, and shows a total of 597 hours of time expended and expected to be expended in complete administration of this estate. There is also a transcript of costs advanced, consisting of long distance telephone tolls, court costs, and travel expenses. The total out of pocket expenses amount to $427.57.”

Actually the application filed was not as clear as the referee’s statement would indicate or as the figures hereinbefore set forth would indicate. It contained a recapitulation of the exhibits, which was incomplete and misleading.

Whereas the referee’s report finds that the application shows a total of 597 hours of time expended and expected to be expended, as hereinbefore set forth, the application in fact shows 855 hours of time expended and 122 hours of time estimated to be expended. Also, instead of showing $427.57 expenses as stated by the referee, it shows $699.45.

Having pointed out the referee’s error in findings as to what the application showed, we point to the greater error of failing to make the proper finding of fact. Merely to erroneously state what the application showed was to quote testimony rather than to make a finding. It was the referee’s duty to make a finding of facts upon consideration of all the evidence rather than to set forth what the application stated. In regard to time, he should consider the extent to which the time expended was reasonably expended toward the end of a proper administration of the estate. Time expended and skill often bear a relation to each other, and in some cases time alleged to have been expended may reflect a discredit upon the amount of skill exercised, or vice versa.

Upon an erroneous finding based upon what the application stated, the referee then reached the following conclusion of law:

“By extending the total amount of 597 hours by twenty-five, we arrive at a figure of something more than $25,000 — .”

This computation contains mathematical error.

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

Related

In re Estate of Schwenker
2019 Ohio 2581 (Ohio Court of Appeals, 2019)
In re Estate of Weiner
2019 Ohio 2354 (Ohio Court of Appeals, 2019)
In re Estate of Brunger
2018 Ohio 4474 (Ohio Court of Appeals, 2018)
In Re Zinni, 91409 (12-18-2008)
2008 Ohio 6651 (Ohio Court of Appeals, 2008)
In Re Estate of Thatcher, F-07-004 (2-8-2008)
2008 Ohio 473 (Ohio Court of Appeals, 2008)
In Matter of Born, 06ap-1119 (9-25-2007)
2007 Ohio 5006 (Ohio Court of Appeals, 2007)
In Re Estate of Kendall
869 N.E.2d 728 (Ohio Court of Appeals, 2007)
In Re Estate of Campbell, Unpublished Decision (11-29-2005)
2005 Ohio 6445 (Ohio Court of Appeals, 2005)
In Re Guardianship of Simballa, Unpublished Decision (11-2-2005)
2005 Ohio 5934 (Ohio Court of Appeals, 2005)
In the Matter of Murray, Unpublished Decision (4-25-2005)
2005 Ohio 1892 (Ohio Court of Appeals, 2005)
In Re Estate of Campbell, Unpublished Decision (12-15-2003)
2003 Ohio 7040 (Ohio Court of Appeals, 2003)
In Re Estate of York
727 N.E.2d 607 (Ohio Court of Appeals, 1999)
In Re Estate of Haller
689 N.E.2d 612 (Ohio Court of Appeals, 1996)
In Re Estate of Schaffer
656 N.E.2d 368 (Ohio Court of Appeals, 1995)
In Re Estate of Fugate
620 N.E.2d 966 (Ohio Court of Appeals, 1993)
In Re Keller
584 N.E.2d 1312 (Ohio Court of Appeals, 1989)
In Re Estate of Ziechmann
580 N.E.2d 31 (Ohio Court of Appeals, 1989)
James v. Thermal Master, Inc.
562 N.E.2d 917 (Ohio Court of Appeals, 1988)

Cite This Page — Counsel Stack

Bluebook (online)
206 N.E.2d 39, 1 Ohio App. 2d 571, 30 Ohio Op. 2d 595, 1965 Ohio App. LEXIS 654, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-love-ohioctapp-1965.