Irwin v. Peek

155 S.E. 515, 171 Ga. 375, 1930 Ga. LEXIS 359
CourtSupreme Court of Georgia
DecidedOctober 20, 1930
DocketNo. 7599
StatusPublished
Cited by5 cases

This text of 155 S.E. 515 (Irwin v. Peek) is published on Counsel Stack Legal Research, covering Supreme Court of Georgia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Irwin v. Peek, 155 S.E. 515, 171 Ga. 375, 1930 Ga. LEXIS 359 (Ga. 1930).

Opinion

Hines, J.

Horace H. and E. L. Peek filed tbeir petition against J. R. Irwin as administrator of the estate of Lizzie Peek Irwin, in which they made these allegations: The estate of Lizzie Peek [376]*376Irwin, is indebted to petitioners in the sum of $2,295.85 for attorneys’ fees and expenses incurred by them in the probate of the will made by Lizzie Peek Irwin, wherein she appointed petitioners executors thereof. A copy of the will is attached to the petition. By it she bequeathed to her husband, J. B. Irwin, $3,500 in cash, and directed her executors to pay that sum to him out of any funds of her estate. She further provided that this bequest was to cover and settle any claim he might have against her estate for any money he may have given or advanced her for any purpose whatever, and was made for the purpose of covering, settling, and disposing of any and all claims which under any form he might hold or present against her estate after her death, and was to cover his entire interest in her estate, except such personal property as she might in her will bequeath to him. She directed that her executors pay to certain of her nephews and nieces the amounts set opposite their names. She made to certain legatees bequests of personal property, including one to her husband. She devised and bequeathed the residue of her estate to her brothers and sisters equally. After the death of Lizzie Peek Irwin, her heirs at law and legatees made a demand upon petitioners, as executors, to set up and probate the will in solemn form; and upon said demand being made, petitioners made diligent search and inquiry, and, on their failure to locate said will, believing it to be lost or destroyed without the knowledge or consent of the testatrix, they reported such finding to the heirs at law and legatees, who demanded that petitioners set up and establish a copy of said will in solemn form in lieu of the lost or destroyed original. Upon such demand and upon information, knowledge, and belief concerning the disappearance of said will and their failure to find it, they applied to the court of ordinary to have a copy of the will set up and established in solemn form, in lieu of the lost or destroyed original. Upon notice to the husband and defense made by him, and upon the evidence submitted, the court of ordinary, on October 9, 1923, passed an order admitting the will to record in solemn form and directing letters testamentary to issue to petitioners. The husband as caveator appealed to the superior court from that decision. The heirs at law and legatees under this will demanded that petitioners contest said appeal; and petitioners, believing it to be their solemn duty, under the facts and evidence developed in the court of ordinary, [377]*377did undertake to resist said appeal. In setting up said will in solemn form and in resisting said appeal it was necessary for petitioners to employ counsel and pay out attorneys’ fees, and incur other expenses as set out in a bill of particulars attached to the petition. They acted in good faith in setting up said will and were free from fault, and they likewise acted in contesting the appeal of the caveator, and are entitled to recover of the estate of Lizzie Peek Irwin the amounts set out in the bill of particulars, as legitimate expenses incurred in probating the will in solemn form and in resisting the appeal of the caveator. They have made demand upon the defendant, as administrator of the estate of Lizzie Peek Irwin, and he refuses their demand to pay these fees and expenses. They pray to recover these sums, with interest and costs.

The defendant demurred generally on the ground that the petition set forth no cause of action, legal or equitable; and certain special grounds. The judge of the superior court sustained the general demurrer and dismissed the petition. The petitioners excepted and took the case to the Court of Appeals. That court reversed the judgment in Peek v. Irwin, 40 Ga. App. 624 (150 S. E. 863). The facts of the litigation growing out of the proceeding to probate the alleged will appear in Peek v. Irwin, 164 Ga. 450 (139 S. E. 27), 168 Ga. 442 (148 S. E. 88). This case is now in this court upon the grant of certiorari to review the judgment of the Court of Appeals, on which the defendant assigns various grounds of error. We do not deal specifically with the several assignments of error. We will deal with only one question, upon which these assignments rest. Under the facts alleged, are these petitioners entitled to recover from the administrator of the decedent counsel fees and other expenses incurred by them in their effort to have set up and probated a copy of this putative will? We think this question should be answered in the negative.' The next of kin have a right to put the executors on proof of the will, and this has been held a sufficient reason for not giving costs against them. Reeves v. Freeling, 1 Eng. Eq. Rep. 185. So this court has held that the next of kin are not generally liable for costs in calling on an executor to prove a will in solemn form, if the proceeding is not vexatious. Varner v. Goldsby, 22 Ga. 302. This court has suggested that if a will be bona fide presented for probate and not fraudulently pressed, and if a caveat to the probate is rejected, the costs should [378]*378fall upon the estate. Francis v. Holbrook. 68 Ga. 829. In Baker v. Bancroft, 79 Ga. 672 (5 S. E. 46), it was said: "The usual rule is that, in a court of law, costs are to be paid by the losing party, and not out of the estate or fund in controversy.” That ruling was made in a case in which a will was set up and probated in solemn form. In the opinion Chief Justice Bleckley said: "A third point was as to the costs; and it is very likely that to the extent of the costs that would necessarily have accrued on the executor’s application to probate the will, the estate ought to bear the burden; but as to any cost that resulted from resisting the probate, the usual rule ought to apply, and the losing party ought to bear it. The general rule laid down by the Code [1882], § 3675 [1910, § 5980] is that the party that fails or is cast must pay the costs. An exception may exist to the extent of the costs of probate that would accrue in the absence of litigation. That seems to be indicated by the case of Varner v. Goldsby, 22 Ga. 302.” In the case at bar the propounders lost the case, and the sole heir at law won. Why should not the costs be taxed against the propounders, and not against the estate involved in the litigation ? By parity of reasoning, why should the estate be charged with counsel fees and other expenses incurred by the propounders in their vain effort to set up and establish a copy of the alleged will of the intestate, and to have the same probated as her last will ?

In Davison v. Sibley, 140 Ga. 707 (79 S. E. 855), this court held that "An executor under a will probated in common form, who is called upon by heirs at law to probate it in solemn form, is entitled to an allowance of reasonable counsel fees out of the estate for such service, notwithstanding the will may be refused probate.” That case differs from the case at bar, in two particulars. One is that the instrument there sought to be proved in solemn form had been probated in common form. The other is that the heirs at law of the testator, who would get the estate if the probate of the instrument were rejected, called upon the executor to probate the instrument in solemn form.

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Cite This Page — Counsel Stack

Bluebook (online)
155 S.E. 515, 171 Ga. 375, 1930 Ga. LEXIS 359, Counsel Stack Legal Research, https://law.counselstack.com/opinion/irwin-v-peek-ga-1930.