In re the Judicial Settlement of the Account of Rowland

153 A.D. 327, 137 N.Y.S. 1010, 1912 N.Y. App. Div. LEXIS 9267
Appellate Division of the Supreme Court of the State of New York·Decided November 15, 1912·Published·Cited by 14 cases

Opinion

Carr, J.:

This is an appeal from a decree of the Surrogate’s Court of Suffolk county, which settled the account of Laura E. Bow-land and Florence D. Bond, as executrices of the last will and testament of Adeline Garrison, deceased. There are two questions presented for decision on this appeal. The Brooklyn Trust Company., as trustee of . two-thirds of the residuary estate, objected to certain charges made by the executrices for [329] counsel fees on the probate of the will and administration of the estate. The special guardian for an infant contingent remainderman joined in this objection, and he likewise objected to a payment made by the executrices to Laura E. Rowland, as life tenant, of a cash sum equal to one-third of the residuary estate, without having taken any security from said Laura E. Rowland for the protection of those interested in the corpus of • the fund bequeathed to said Laura E. Rowland for her life.. The estate was a large one, aggregating in value over $1,000,000. It consisted of several pieces of real property, all of which were specifically devised by the will, and a large amount of personal property amounting to $990,000, consisting of cash on deposit in various banks, listed securities and bonds and mortgages. The amount of commissions payable to each of the executrices exceeded the sum of $10,000. When the will was offered for probate there was a contest before the Surrog'ate’s Court in Suffolk county. A copy of the testimony taken in the probate proceedings is returned in the record on this appeal, in order that this court may have an opportunity to ascertain the extent of the services rendered by the attorney for the proponents in that proceeding. The executrices found themselves unable to agree on one lawyer or a firm of lawyers as counsel for the estate, and each engaged her own attorney. Each of these attorneys was paid the sum of $10,000 for his professional services on the probate proceedings and the administration of the estate. The Brooklyn Trust Company, as trustee, claimed that the amount so paid to each of these attorneys was very largely excessive, and asked that the executrices be surcharged with the amount so paid to whatever extent it was above the reasonable value of the services rendered. The probate proceedings were not protracted, no serious question of law arose thereon, and the contestants failed absolutely to make out. even a prima facie case as to the only question they attempted to litigate. The nature of the estate was such as to require care and exactness in its administration. There were practically no debts of the decedent. Both of the executrices were women of no business training, Mrs. Rowland being about sixty-two years of age, and Mrs. Bond a little above forty. The respective attorneys submitted to the Surrogate’s Court a transcript of their [330] books showing the services rendered to their clients. It is quite apparent that a very large, if not the greater part of such services were in the nature of assistance to the executrices in the performance of purely executorial duties, for which the commissions payable were generous compensation. The attorneys, however, claimed that they made no charge for such services as were merely incidental to the discharge of executorial duties, and that the amounts paid to them for counsel fees covered only such services as were purely in the nature of necessary counsel work. Experts Were produced before the surrogate on behalf of the executrices and the contestants, in regard to the reasonable value of the services rendered by the attorneys. There was a wide difference between the estimates made by the respective expert witnesses. The surrogate sustained the páyment made by the executrices as being reasonable in amount for the services rendered by the attorneys. It would appear that if each of these attorneys had been paid the sum of $7,500 instead of $10,000, they should have been very liberally compensated, considering the nature of the work done. The surrogate should not have allowed any payment to either of these attorneys in excess of the sum of $7,500, and his decree should be so modified as to surcharge the executrices with the sum of $5,000 as an overpayment to both attorneys. The executrices paid out to counsel on the contest of their accounts the sum of $2,500, distributed between two counsel, each receiving $1,250, and likewise paid about $600 to the expert witnesses' whom they produced to support their claim for an allowance of the disputed payments for counsel fees.

If the executrices have overpaid their respective counsel then they should not be allowed the moneys which they paid to expert witnesses on the accounting proceedings in an attempt to sustain their prior payments to counsel, and their account should be surcharged to that extent also. They have credited themselves with payment of additional counsel fees of $1,250 to each of two counsel who represented them on the contest in the accounting proceedings. The objections made by the' special guardian on the accounting as to the payment over to Mrs. Rowland of the corpús of the fund in which she had a life interest justified the services of counsel for executrices, but [331] the sum of $1,250 for each of said counsel was excessive, and should he reduced to $750 for each, and the account surcharged accordingly.

This leaves for our consideration the question of the propriety of the decision of the Surrogate’s Court which overruled thé objection of the special guardian as to the custody of the fund set apart for the benefit of Mrs. Rowland during her lifetime.

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

In re the Judicial Settlement of the Account of Rowland, 153 A.D. 327, 137 N.Y.S. 1010, 1912 N.Y. App. Div. LEXIS 9267 (N.Y. Ct. App. 1912).

153 A.D. 327 (In re the Judicial Settlement of the Account of Rowland) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

In re the Estate of Bunker
183 Misc. 523 (New York Surrogate's Court, 1944)
In re the Estate of Merritt
182 Misc. 1026 (New York Surrogate's Court, 1944)
In re the Accounting of Pantaleo
180 Misc. 423 (New York Surrogate's Court, 1943)
In re the Estate of Watson
168 Misc. 135 (New York Surrogate's Court, 1938)
Lowery v. Helvering
70 F.2d 713 (Second Circuit, 1934)
In re the Estate of von Kleist
147 Misc. 416 (New York Surrogate's Court, 1933)
In re the Estate of Read
141 Misc. 716 (New York Surrogate's Court, 1931)
In re the Estate of Bacharach
138 Misc. 367 (New York Surrogate's Court, 1930)
Olcott v. Estate of Charles Frederick Hoffman, Inc.
127 Misc. 399 (New York Supreme Court, 1926)
In re the Final Judicial Settlement of the Accounts of Niles
122 Misc. 17 (New York Surrogate's Court, 1923)
In re the Estate of Recke
112 Misc. 673 (New York Surrogate's Court, 1920)
In re the Judicial Settlement of the Estate of Colwell
181 A.D. 408 (Appellate Division of the Supreme Court of New York, 1918)
In re Rowland
137 N.Y.S. 1141 (Appellate Division of the Supreme Court of New York, 1912)