In re the Estate of McKinney

44 P. 743, 112 Cal. 447, 1896 Cal. LEXIS 699
CourtCalifornia Supreme Court
DecidedApril 16, 1896
DocketSac. No. 48
StatusPublished
Cited by17 cases

This text of 44 P. 743 (In re the Estate of McKinney) is published on Counsel Stack Legal Research, covering California 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 McKinney, 44 P. 743, 112 Cal. 447, 1896 Cal. LEXIS 699 (Cal. 1896).

Opinion

Belcher, C.

Joseph McKinney died in San Joaquin county, leaving an estate therein of the value of about forty thousand dollars, and also leaving an alleged last will, in which Douglass Luce and Joseph Brichetto were named as executors. The will was presented for probate, and was contested by a woman who claimed to be the widow of the decedent. The case was tried, and the decision and judgment were against the contestant. The will was then admitted to probate, and the persons named as executors were appointed as such, and entered upon the discharge of their duties. Shortly thereafter another contest was instituted by a brother and other heirs of the decedent upon the ground, among others, that the execution of the will was procured by the undue influence of the said Douglass Luce. The trial upon the issues raised in this contest resulted in an order revoking the probate of the will and setting the same aside. Thereupon a special administrator of the estate was appointed, and the discharged executors were required to render a full account of their receipts and disbursements for and on account of the said estate.

[450]*450An account was accordingly rendered showing receipts by the executors of sums of money aggregating seven thousand five hundred and ninety-seven dollars and nineteen cents, and disbursements of sums aggregating seven thousand five hundred and eighty-eight dollars and three cents. To the allowance of numerous items of' these alleged disbursements the special administrator and one of the brothers of the decedent filed objections, upon the ground that the said items were improper charges against the said estate, and were expenses incurred, if incurred at all, in an attempt to uphold, as the last will and testament, of said deceased, a writing procured by the artifice and undue and fraudulent influence of one of the said executors, and not in any legitimate or proper administration of the affairs of said estate.

The matter of settling the account came on regularly to be heard by the court, and in its order subsequently made it was recited that “it satisfactorily appearing that numerous items of expenditure, incurred by the said executors in attempting to establish a certain paper writing as the last will and testament of Joseph McKinney, deceased, which paper writing has been adjudged and declared to be not the last will of said deceased, but to have been obtained through the undue influence of at least one of the said executors, it is therefore ordered that all of the items so expended, being unnecessary expenditures in the administration of said estate, in the attempt to establish said paper writing so obtained as the last will of Joseph McKinney, deceased, be disallowed, as follows, to wit ” (then setting out a list of the items disallowed, aggregating about two thousand dollars).

The order further recited that “it appearing to the court that the executors of said estate have employed attorneys in the administration of said estate, the sum of five hundred dollars is hereby allowed to said executors to be paid for such services rendered in the administration of said estate, but no sum is allowed as attorney’s fees for services rendered by any attorney in [451]*451behalf of the executors in either contest of the alleged will of Joseph McKinney, deceased.”

From this order, in so far as it disallowed the specified items of their account, the said Luce and Brichetto. appeal.

The items disallowed consisted of witness’ fees, jury-fees, reporter’s fees for taking down téstimony and transcribing his report, and money paid for services as detectives, on the first contest; and witness’ fees and a special shorthand reporter’s fees for taking down the testimony and transcribing his report, on the second contest; and attorneys’ fees for their services from the commencement of the proceedings to probate the will.

The item for services of detectives was two hundred dollars, marked paid to White & Dunlap. As to this item Mr. Brichetto testified that on the first contest they had a jury trial, and had to employ detectives then to hunt up the record of the contestant so as to prove that she was no widow. And Mr. Dunlap testified that the two hundred dollars was paid to him “for the services of Officer Carroll and Officer Klench of this city, and a detective named Howland that they employed in Oakland,” and that “it was through the services of these officers and detectives principally that we were able to secure the testimony to show the falsity of the claim of the bogus widow.”

The item for special shorthand reporter’s fees was one hundred and twenty dollars, marked paid to F. D.bficol, and the item for transcribing was thirty-six dollars, marked paid to Edward Hood. As to the one hundred and twenty dollars, Mr. Brichetto testified that the money was paid 0. E. Doan, who took the testimony during the trial of the last contest, twelve days at ten dollars per day. And Mr. Nicol testified that Mr. Doan’s services were rendered to the estate in taking the testimony: “He was employed by the executors, by myself and Mr. Louttit, as attorneys for the executors, for that purpose; we considered his services necessary; we recognized the fact that the lady reporter was somewhat inexperi[452]*452enced, and, in a contest involving so long a trial, we knew it necessary, on behalf of the estate, to have another reporter whose notes would act as a check in conjunction with the official reporter. Mr. Doan was also used by the attorneys for the contestants during the examination, and was frequently called to read the testimony for them; we found, as we had anticipated, that by reason of inexperience the official reporter along in the trial at times was unable to readily read her notes, and it was really necessary that we should have the assistance that we had by the employment of Mr. Doan.” And as to the thirty-two dollars marked paid to Mr. Hood, the witness testified that it was “for the transcription of some testimony ordered by Mr. Louttit, as attorney for the executors.”

The items for attorneys’ fees were six hundred dollars marked paid to J. A. Louttit, and five hundred dollars marked paid to Micol & Orr. As to these items it was proved that Mr. Louttit, at the commencement of the probate proceedings, was employed by the executors to act as their attorney in managing the business of the estate, and that he continued to do so up to the end of the last contest; and that Mr. Nicol was employed as an attorney in the case during the first contest, but did not appear therein, but did appear and take part in the last contest; and that from the time of his employment he assisted in transacting the legal business of the estate.

The Code of Civil Procedure contains the following provisions:

“Sec. 1332. The fees and expenses must be paid by the party contesting the validity or probate of the will, if the will in probate is confirmed. If the probate is revoked, the costs must be paid by the party who resisted the revocation, or out of the property of the decedent, as the court directs.”

An executor or administrator “ shall be allowed all necessary expenses in the care, management, and settlement of the estate, including reasonable fees paid to [453]*453attorneys for conducting the necessary proceedings or suits in courts.” (Sec. 1616.)

The superior court “may, in its discretion, order costs to be paid by any party to the proceedings, or out of the assets of the estate, as justice may require.” (Sec. 1720.)

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Cite This Page — Counsel Stack

Bluebook (online)
44 P. 743, 112 Cal. 447, 1896 Cal. LEXIS 699, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-mckinney-cal-1896.