In Re the Estate of Bishop

37 Haw. 111, 1945 Haw. LEXIS 20
CourtHawaii Supreme Court
DecidedJuly 24, 1945
DocketNo. 2595.
StatusPublished
Cited by5 cases

This text of 37 Haw. 111 (In Re the Estate of Bishop) is published on Counsel Stack Legal Research, covering Hawaii 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 the Estate of Bishop, 37 Haw. 111, 1945 Haw. LEXIS 20 (haw 1945).

Opinions

*112 OPINION OF

PETERS, J.

These are petitions by trustees of a perpetual charitable testamentary trust for the allowance of their annual accounts. The accounts, the allowance of which was prayed, Avere the 57th and 58th annual accounts for the fiscal years ending June 30,1942 and June 30,1943, respectively. The only items of the accounts that came in controversy were the trustees’ commissions, viz., (a) those computed upon rents received for the use and occupation of the present Kameliameha Schools, upon the cost of construction of Avhich the trustees had previously received commissions as a “final payment” within the meaning of that term as employed in the existing law at the time of payment fixing the compensation of fiduciaries, and (b) those charged by the trustees upon income received by them during the fis *113 cal year ending June 30, 1943, within which period the compensation to which trustees of charitable trusts were entitled was reduced by amendment in respect to all income received in excess of $105,000 from 5% to 3% on the next $100,000 in excess of $105,000, 2% on the next $300,000 and 1% on all over $505,000. The income of the trust estate during the accounting period covered by the 58th annual account exceeded $505,000.

The present Kamehameha Schools were erected by the trustees pursuant to the directive contained in the Avill and codicils of their testatrix, as construed in the case of Smith v. Lymer (post), for which purpose and their perpetual maintenance she bequeathed her entire residuary estate. The federal government leased the present school buildings and grounds for hospital purposes made necessary by the war emergency and it was upon that portion of the rents received therefor, allocable to the school buildings, that the commissions were computed.

The laAV of Hawaii in existence prior to January 1, 1928 made no provision for compensation of trustees. Compensation of executors, administrators and guardians, for their services as such, was allowed by statute. (E. L. H. 1925, § 2544.) It was not until 1928 that the compensation of trustees for their services as such Avas fixed by statute. (L. 1927, c. 183, effective Jan. 1, 1928.) Compensation of executors, etc. included commissions upon capital and income. The provisions of the statute pertinent to capital is quoted in the margin. 1 A similar provision in amended form since the amendment of 1927 applies to trustees.

*114 The law of Hawaii allowing compensation to trustees as it existed at the accounting period of the 58th annual account is to be found in the Revised Laws of Hawaii 1935, section 3793, as amended by Laws of 1935, Act 124 and as further amended by Laws of 1943, Acts 88 and 149. With the amendment of 1935 we are not concerned. Act 88 of the Laws of 1943, effective April 30, 1943, amends the first paragraph contained in section 3793 referring to compensation of trustees. The paragraph as it existed prior to the amendment and the amendment are paralleled in the footnote. 2 The supplied italics emphasizes the pertinent provisions involved.

It should be noted that the words “upon all moneys * * * executors, administrators, trustees and guardians shall be allowed as commissions payable out of the income” are repeated in the amendment of April 30 but qualified by the adverbial phrase “received during each year;” that the words contained in the original amendment “such commissions to be allowed upon each accounting when made” *115 are deleted and the prepositional phrase “to be payable as and when such income is received” is added, qualifying the word “commissions.” Chapter 149 of the Laws of 1943, effective May 11, 1943, quoted in the margin, 3 is an addition to the provisions of section 3793, relating to the compensation of trustees, as previously amended. It is in the nature of a proviso, excepting from the operation of the section compensation to which trustees of charitable trusts may be entitled, limiting trustees’ commissions to a schedule different from and lower than the schedule of commissions applicable to trustees of private trusts and making the provisions of the amendment applicable “to future accounting in existing estates as to new estates.” The circuit judge held that rents received for the use and occupation of the ICamehameha Schools was “income” within the meaning of that term as employed in the statute fixing the compensation of trustees and allowed commissions accordingly.

In their 58th annual account the trustees credited themselves with commissions on income from July 1, 1942, the opening day of the account, to May 11, 1943, thé ef *116 fective date of Act 149 of the Session Laws of 1943, according to the schedule of rates contained in section 3793 as it existed prior to the amendment of May 11, 1943 and with commissions upon income from May 11, 1943 to June 30, 1943, the closing date of their annual account, according to the schedule of rates provided by the amendment of May 11, 1943, repeating the charges of 10% on the first $1,000 and 7% on the next $4,000, common to both schedules. The compensation of the trustees as thus computed was also allowed by the circuit judge.

The attorney general, a party to the proceeding below, appealed to this court, contending (a) that the trustees, having previously accepted commissions upon the cost of construction of the Kamehameha Schools as a “final payment” within the meaning of that term as employed in Revised Laws of Hawaii 1925, section 2544, and applied by analogy to compensation of trustees, were now estopped from charging commissions upon income received as rent for the use and occupation of the schools and that (b) while section 3793 of the Revised Laws of Hawaii 1935, *117 supra, as it existed at the opening day of the accounting period, controlled up to May 11, 1943, the effective date of Act 149, that to the extent that the commissions charged during the period prior to the effective date of Act 149 included 10% on the first $1,000 and 7% on the next $4,000, such rates of commissions should not he again applied to income received upon and after May 11, 1943, the effective date of Act 149 and that the reduction effected by the Act of May 11, 1943 in commissions to which trustees of charitable trusts were entitled upon income in excess of $105,000 applied and the income received during the accounting period having upon May 11, 1943 exceeded $505,000 after that date the trustees were only entitled to 1 % on the income received after May 11, the rate applicable under the amendment to income in excess of $505,000.

Re commissions on rents.

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

Related

Kekoa Ex Rel. Enomoto v. Supreme Court
516 P.2d 1239 (Hawaii Supreme Court, 1973)
In Re the Estate of Bishop
499 P.2d 670 (Hawaii Supreme Court, 1972)
In Re Cosmopolitan Hotel Ex Rel. Scoby
37 Haw. 611 (Hawaii Supreme Court, 1947)

Cite This Page — Counsel Stack

Bluebook (online)
37 Haw. 111, 1945 Haw. LEXIS 20, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-bishop-haw-1945.