In Re Leavitt

97 P. 916, 8 Cal. App. 756, 1908 Cal. App. LEXIS 256
CourtCalifornia Court of Appeal
DecidedSeptember 9, 1908
DocketCiv. No. 494.
StatusPublished
Cited by3 cases

This text of 97 P. 916 (In Re Leavitt) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Leavitt, 97 P. 916, 8 Cal. App. 756, 1908 Cal. App. LEXIS 256 (Cal. Ct. App. 1908).

Opinion

*757 HART, J.

On the twentieth day of October, 1882, Charles H. Leavitt, Simeon Sawyer and Mary A. Sawyer, his wife, conveyed to Jerome B. Fargo a portion of fifty-vara lot No. 1 in the Western Addition, block No. 512, on the northwest corner of Fulton and Devisadero streets, in the city and county of San Francisco, in trust for the following uses and purposes, to wit:

First—To keep the buildings on said premises insured, and pay the insurance and taxes on said premises.
Second—After payment of the insurance and taxes, to pay the net income of said premises to said Mary A. Sawyer monthly during the term of her natural life.
Third—Upon the death of said Mary A. Sawyer to convey said premises to certain designated beneficiaries.

Said deed was duly acknowledged and recorded in the office of the county recorder of said city and county on the twentieth day of October, 1882; that before being so recorded said Fargo in writing indorsed- upon said deed his acceptance of said trust. Immediately upon the recordation of said deed, said Fargo entered upon and proceeded to discharge the duties of such trustee, and continued to act as such until his death, which occurred on the sixth day of January, 1896.

On the sixth day of August, 1896, the court, upon the petition of the parties in interest, appointed John C. Winans as trustee in the place of said Jerome B. Fargo, deceased, and said Winans thereafter duly qualified and then entered upon the discharge of his duties as such trustee, and continued to act as such until his death some .time in the year 1903.

Frederick Kronenberg, having, by mesne conveyances, succeeded to the interests of all the beneficiaries named in said deed of trust, except the interest of the said Mary A. Sawyer, petitioned the superior court for the appointment of a trustee of said trust to fill the vacancy in said trusteeship created by the death of said Winans, and on the eleventh day of November, 1905, in accordance with the prayer of said petition, the court appointed the appellant herein, George B. Merrill, to the position of trustee of said trust.

On the fifteenth day of November, 1905, said Merrill filed an undertaking in accordance with the order of the court appointing him trustee, took his oath of office and proceeded to perform the duties of his trust.

*758 On the fourth day of December, 1905, the court made the following order fixing the compensation of said trustee as such: “On reading and filing the stipulation of the parties herein it is ordered that George B. Merrill, trustee, herein may retain to his own use, out of his receipts as such trustee, the sum of ten dollars per month, on the first day of each and every month on account of his compensation for his services as trustee, any further compensation as such trustee to be determined by the court upon t'he settlement of his final account as such trustee. ’ ’

On the sixteenth day of March, 1906, a petition, previously filed, praying for the termination of the trust, was heard by the court. In this proceeding the account of the trustee, Merrill, with said trust, was filed and considered. The account exhibited the receipts and disbursements of moneys on account of the trust, and on the 19th of March, 1906, the court made its order allowing and settling said account. On the twenty-third day of March, the matter having been continued to that day to be heard, the court received testimony and heard arguments as to the matter of the compensation of the trustee for his services in the performance of the duties of the trust, and on the twenty-sixth day of March made an order fixing the same at the sum of $190, “less the sum of fifty dollars already paid him,.” the same representing a commission of seven per cent on $1,000 and four per cent on $3,000 of the sum for which the life estate was sold. Appellant excepted to this order. In this proceeding evidence was heard showing the total value of the trust property to be $25,400, and that Mary A. Sawyer had agreed to sell her life estate in said property for the sum of $4,000 to said Kronenberg, and the latter had agreed to buy the same for the consideration named. The evidence upon the points mentioned was not disputed—in truth, the facts thus found were admitted.

This appeal is taken from the order fixing the compensation of the trustee for his services as such.

The declaration of trust being silent upon the subject of the trustee’s compensation, the regulation or fixing thereof is controlled, by express authority of section 2274 of the Civil Code, by section 1618 of the Code of Civil Procedure. The contention of appellant is that he is entitled to eompen *759 sation based on commissions on the value of the entire trust property.

The contention of Kronenberg is that the appellant is entitled, at the most, to compensation only upon the basis of the amount for which the life interest of Mary A. Sawyer was sold, to wit, on said sum of $4,000 “for the portion of the period during which he had served as trustee.”

Section 2274 of the Civil Code provides in part: “Except as provided in section 1700 of the Code of Civil Procedure, when a declaration of trust is silent upon the subject of compensation, the trustee is entitled to the same compensation as an executor.” Section 1700 of the Code of Civil Procedure, supra, relates to the fixing by the court of compensation and the allowance of necessary expenses to be paid to the trustee of a testamentary trust which the trust clause of the testament authorizes to be continued after the distribution of the estate.

Under the claim of the appellant, if tenable, that he is entitled to compensation on the corpus of the trust property and not alone upon the value of the life estate therein of Mary A. Sawyer, the court should have allowed him as compensation, by virtue of the terms of section 1618 of the Code of Civil Procedure, an amount aggregating the sum of $851.08, less the sum of $50 already received by him. This figure would represent the legal commissions not only on the corpus of the trust estate, but also in addition commissions on the amount for which he rendered an account.

It will be observed, from the statement of the facts, that Fargo served as trustee for fourteen years, Winans for seven years and the appellant for four months. The evidence shows that Fargo and Winans made no charge for their services. The account filed by the appellant as trustee shows that, during the brief period of his incumbency in that office, his services consisted exclusively of paying the taxes and insurance on the trust property with money furnished him by Mrs. Sawyer and in the collection of five months’ rent at $100 per month, and paying the same over to Mrs. Sawyer, less $10 per month, which he was authorized by the court’s order to retain as part of the compensation to which he was entitled as trustee. - Indeed, the services thus enumerated were all that he was required to perform by the terms of the trust.

*760

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Cite This Page — Counsel Stack

Bluebook (online)
97 P. 916, 8 Cal. App. 756, 1908 Cal. App. LEXIS 256, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-leavitt-calctapp-1908.