In re Exceptions to the Account of Ullman

9 Ohio N.P. (n.s.) 12
CourtAshland County Court of Common Pleas
DecidedJuly 20, 1909
StatusPublished

This text of 9 Ohio N.P. (n.s.) 12 (In re Exceptions to the Account of Ullman) is published on Counsel Stack Legal Research, covering Ashland County Court of Common Pleas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Exceptions to the Account of Ullman, 9 Ohio N.P. (n.s.) 12 (Ohio Super. Ct. 1909).

Opinion

Weygandt, J.

Mary F. Freer died July 13, 1901, leaving an estate of approximately $100,000, which is all disposed of in her will made some years before. Her will was duly probated, and George A. Ullman qualified as executor, and on October 14, 1907, filed his first and final account. To this account exceptions were.filed, and upon application the matter was certified to this court for hearing. After making a number of bequests and devises, the testatrix bequeathed all the residue of her estate to trustees for the purpose of establishing a children’s home in and for Ashland county. It appears from this account that this residue amounts to $1.44.

The commissioners of Ashland county, who were to act with the trustees named in the will in the establishment of this home, filed exceptions to this account, excepting to the allowance of attorney ’s fees paid to Judge Campbell, Judge McCray- and Senator Patterson, to the allowance of $9,000 compensation to the executor in addition to the amount allowed him in the will, to the failure of the executor to account for all the rents, profits, and assets of this estate, to his failure to account for interest on funds in his hands while acting as executor, and to his failure to file proper vouchers with his account.

The vouchers filed with this account are merely receipts from the various persons to whom payments were made as creditors or legatees. While these receipts are not what are ordinarily understood to be vouchers, yet I know the practice in many coun[14]*14ties has been, for the probate court to furnish to executors and administrators just such vouchers and receipts as are filed with this account, and nothing more has usually been required. The account itself briefly indicates for what purpose most of these payments were made, and this, in connection with the receipts filed, I am inclined to hold is a sufficient compliance with the law, in view of the well' known practice in many of our' probate courts.

Exceptors also charge that the executor has failed to account for all the assets, rents and profits of this estate. The evidence falls short of establishing any claim of this kind. As nearly as I can calculate, the rents and profits accounted for by the executor amount to $11,075.56. This does not include the sum of $1,324.34, which is.reported as the net.income from the Freer block. The evidence offered is mere opinion of the various witnesses as to the probable income from the several properties, or the rental value of the different farms. This is too serious a matter to warrant a court indulging in a guess as to the amount for which this executor should account. Therefore, this court will not,' upon'the evidence offered, disturb this account on the question of rents and profits. The same may be said of the charge that the executor has failed to account for all the assets of this estate which came into his hands. If he has failed -to account for any part of the money, stocks or other property of the estate, the evidence fails to show anything unaccounted for.

In what I have said on the question of rents and profits, I have not taken into consideration the rentals'of the Freer block. The account shows only a lump sum of $1,324.34, which- is claimed to be the rentals from this block, after deducting the-taxes, insurance, improvements and repairs. What those improvements or repairs were and the cost of the same does not appear in this account. Those interested are asked ' to be satisfied with the mere statement of a certain sum due this estate with no items of either receipts or disbursements covering a period of five years. If this be a sufficient accounting, why was this estate not saved the expense of this long account by filing a statement that there was the sum of $1.44 remaining in the hands of the executor awaiting the pleasure, of' [15]*15these trustees and commissioners, who were to erect a children’s home with the amount so remaining after the payment of all the legacies provided for in this will. ■ The evidence shows that one of the business rooms in this block rented for $350 per year, another for $400 per year, and the third room for $450 per year. The rooms on the second floor rented for $75 each after 1904. Prior to that time, two of them rented for $50 per .year, each, and the other for $60 per year. In five years this block yielded to this executor and the other owners of the block, $6,930. The executor was entitled to one-half of this amount. The one-half of the taxes for the same years was $585.60. Deducting the taxes from the one-half of $6,930, leaves a balance of $2,879.40.

As I have already stated, the executor charges himself with the sum of $1,324.34. Deducting this amount from $2,879.40,. leaves the sum of $1,555.06, and what became of it the beneficiaries of this estate are expected to guess so far as I can dis-' cover from an examination of this account. The evidence shows that some part of this was expended for repairs and improvements, but the account" does not.. This executor received this money, and these beneficiaries are entitled to know what he did-with it. It will not do to say that it was honestly expended and that the estate received the benéfits from such expenditure. The law very wisely does not leave these matters wholly to the judgment and honesty of an executor or administrator. Standards of honesty may differ, and those interested in an estate can not be bound by the judgment and discretion of an executor or administrator, unless it has been so wisely exercised as to command the approval of the court to which he is required to give an account of his stewardship. How can a court know or pass upon these matters intelligently -when nothing appears in the account to advise the court how or for what purpose the assets of the estate have been expended. We gather from the evidence that' this executor has books which would explain these expenditures. The intent of the law is that these things should appear in the account for the information of those interested and not be locked up in the strong box of the executor. This law is intended not only for the protection of the estate, but for the protection of-the executor,-his heirs and bondsmen, when he is no longer-here [16]*16to explain what might otherwise appear to be a misappropriation of the funds of the estate. . This account is insufficient jn this respect, and a supplemental account must be filed within thirty daj^s- itemizing the receipts and expenditures from and for the Freer block.

The executor was called as a-witness, but he refused to testify because he is under indictment for embezzling the funds of this estate. This is a privilege or right the law allows him, and he has a right to avail himself of it if he so desires. It appears from the evidence that he is the only person that might be able to explain some of the matters in dispute in this account. This explanation is withheld because he chooses rather to take advantage of the privilege the law allows him. This is a constitutional right, and no court can invade this right by requiring any citizen to be a witness against himself when charged with crime. Under such circumstances it is difficult for me to find fault with the executor, but I will take occasion to say that Judge McCray and Senator Patterson are also under indictment for the same offense, but they have not hesitated to take the witness stand and testify in this hearing. If a man feels justified in what he hás done, he naturally seeks the first opportunity to make public explanation of his acts and conduct when his honesty and integrity are assailed.

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Bluebook (online)
9 Ohio N.P. (n.s.) 12, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-exceptions-to-the-account-of-ullman-ohctcomplashlan-1909.