In Re Estate of Wagner

386 N.W.2d 448, 222 Neb. 699, 1986 Neb. LEXIS 959
CourtNebraska Supreme Court
DecidedMay 9, 1986
Docket84-937
StatusPublished
Cited by7 cases

This text of 386 N.W.2d 448 (In Re Estate of Wagner) is published on Counsel Stack Legal Research, covering Nebraska Supreme Court 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 Wagner, 386 N.W.2d 448, 222 Neb. 699, 1986 Neb. LEXIS 959 (Neb. 1986).

Opinion

Hastings, J.

•Delphine Wagner, the personal representative of the estate of Roy A. Wagner, deceased, has appealed from the judgment of the district court which affirmed the order of the county court allowing Nicholas J. Lamme an attorney fee in that estate proceeding. A related case involving some of the facts forming the background for this appeal is In re Estate of Wagner, 220 Neb. 32, 367 N.W.2d 736 (1985) (aconservatorship).

The transcript contains nothing of the county court proceedings except for the application and order awarding fees. The bill of exceptions sheds little additional light as to the nature and extent of the services rendered. Unfortunately, a good portion of it is devoted to accusations and counteraccusations made by the two lawyers involved. In our review of the case, we, like the district court, are confined to an examination for errors appearing on the record. In re Estate of Casselman, 219 Neb. 653, 365 N.W.2d 805 (1985).

*700 Although it does not appear in the record, appellee’s brief suggests that Roy A. Wagner died on June 19,1983, and shortly thereafter the firm of which Lamme was a member filed a petition for probate of the will and for appointment of the decedent’s wife, Delphine Wagner, as personal representative.

Friction developed between four of the children on the one hand and Delphine and one or two other children on the other hand. This resulted in the filing on October 6, 1982, of a petition for appointment of a conservator for Delphine.

At the time these disputes developed, Lamme concluded that he could not represent Delphine personally but would continue to “represent the estate.” He informed Delphine and her daughter Clarinda of that decision. He also wrote a letter to all of the heirs, dated October 3, 1983, canceling a meeting which he had scheduled with all of the heirs, and informing them that “[s]ince the Estate, as an entity, will need representation, I will endeavor to continue with that representation. I am, however, unwilling to represent one heir against another.”

Shortly after writing that letter, Lamme did receive a short note from Delphine asking that he submit an itemized bill. It is quite apparent that he interpreted that as a request to terminate his services, because he then wrote her a letter, dated October 19,1983. He stated in that letter:

I am in receipt of your letter asking for an itemized bill. In consideration of the fact that there is an Application for Conservatorship for you pending, it is our intention to remain as attorneys of record in the Estate until that matter is resolved.
If, after the trial the Court rules that a Conservatorship is not needed for you and if you then want us to bill and/or withdraw as attorneys of record for the Estate, we will do so at that time. Until then, we feel that is inappropriate to do so.

Lamme further explained his refusal to step down as the attorney for the personal representative because “I took the position at that time, as I had felt that she was under the . . . undue influence of her daughter.”

Lamme testified in the conservatorship proceedings. He agreed that Delphine was competent generally. By order dated *701 January 13, 1984, the county court appointed the First National Bank and Trust Company, Fremont, Nebraska, as her conservator. The court found that she was not competent to manage and invest substantial assets. Although it does not appear in the record as such, the parties agree that Delphine was removed as personal representative of her husband’s estate and the bank was appointed as successor personal representative. Lamme was then retained by the bank to proceed with the estate matters.

Lamme then became concerned that by reason of Neb. Rev. Stat. § 24-541.03 (Cum. Supp. 1982) [“In appeals in matters arising under the Nebraska Probate Code the appeal shall be a supersedeas for the matter from which the appeal is specifically taken, but not for any other matter”], the order of the county court removing Delphine as personal representative would not yet be effective. Consequently, the First National Bank could not function as successor personal representative. Therefore, he did ask the court to appoint the bank as a special administrator, which was accomplished on March 12,1984.

Lamme testified that during that period of time, while representing the bank either as a successor personal representative or a special administrator, he continued to represent the estate, doing those things that were necessary, including the preparation of a federal estate tax return. He also said that at the request of attorney William Line he sent to Line the inventory and estate tax return for Delphine to sign on March 15, 1984. Although the letter requested that Delphine sign the documents and return them to Lamme, Line countersigned the estate tax return as attorney for the estate and filed it himself. It was not until then, Lamme claims, that he was informed not to proceed further with the estate.

As a result of the appeal to the district court, the order of the county court appointing a conservator for Delphine and removing her as personal representative of her husband’s estate was reversed by order dated May 9, 1984. That action was affirmed by this court in the case of In re Estate of Wagner, 220 Neb. 32, 367 N.W.2d 736 (1985).

The parties stipulated during the county court proceedings on the fee matter that $11,275 plus costs had been paid into the *702 trust account belonging to Line’s law firm and that such amount was a fair and reasonable fee for the total services rendered in the Roy A. Wagner estate proceedings. The county court ordered that Lamme’s firm be paid 85 percent of the total fee and Line’s firm 15 percent. There had been no appeal from the allowance to Line, and the order in that regard is final. The only question on this appeal relates to the fee awarded to Lamme.

Although appellant sets forth what she denominates as 11 assignments of error, the only one that has any substance is that Lamme had no authority to continue with the estate proceedings after being discharged in October of 1983.

Lamme insisted that although he understood that Delphine intended to discharge him in October, she was not competent to do so. However, he himself testified at her conservatorship proceedings that she was competent generally but was under the undue influence of her daughter. The fact remains, as previously stated, that upon appeal of the order removing Delphine as personal representative and appointing the bank to succeed her, that order was superseded under the provisions of § 24-541.03, and Delphine was still the personal representative. The reversal by the district court and the affirmance of that order by this court removed any doubt in that regard.

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Cite This Page — Counsel Stack

Bluebook (online)
386 N.W.2d 448, 222 Neb. 699, 1986 Neb. LEXIS 959, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-wagner-neb-1986.