McMahon v. McCulloch

218 P.2d 1007, 97 Cal. App. 2d 888, 1950 Cal. App. LEXIS 1631
CourtCalifornia Court of Appeal
DecidedJune 7, 1950
DocketCiv. 14252
StatusPublished
Cited by4 cases

This text of 218 P.2d 1007 (McMahon v. McCulloch) 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
McMahon v. McCulloch, 218 P.2d 1007, 97 Cal. App. 2d 888, 1950 Cal. App. LEXIS 1631 (Cal. Ct. App. 1950).

Opinion

PETERS, P. J.

Josephine Powers died testate on July 20, 1943, leaving her entire estate to persons other than blood relatives and to various charities. The will was admitted to probate and letters testamentary were issued to Alexander McCulloch. Appellant, who is a second cousin of decedent, and who claims to be her closest surviving blood relative, filed a contest on the ground that the testatrix was of unsound mind when the will was executed. At the first trial the jury found in favor of contestant, but a new trial was granted. On the second trial the jury again found in favor of the contestant, but the trial court granted a judgment to the proponent notwithstanding the verdict. This was affirmed on appeal (Estate of Powers, 81 Cal.App.2d 480 [184 P.2d 319]), and a petition for hearing denied by the Supreme Court on November 6, 1947, two justices dissenting (81 Cal.App.2d at p. 486). The remittitur, which issued on November 12, 1947, awards costs on appeal to the prevailing party. No motion to recall, change or correct the remittitur has ever been filed. On the same day the remittitur issued, McCulloch filed his petition for settlement of the final account and for distribution. In this petition there appears no mention of any costs to be paid to appellant, the losing contestant. On November 22, 1948, the appellant, purporting to act under section 1232 of the Probate Code, filed a notice of motion for allowance of costs and counsel fees. The attached exhibit discloses that for expenses and trial and appellate costs appellant’s counsel had advanced and expended $1,702.21. A counsel fee of $5,000 was requested. After a hearing, the motion was denied. The court thereupon entered its decree settling *890 the account and distributing the estate. Appellant has appealed from, the order denying his motion and from the last mentioned decree of the probate court.

The appellant contends that under section 1232 of the Probate Code the probate court may allow, even to an unsuccessful contestant, costs and counsel fees, and that, if the contestant acted in good faith, the court must make such allowances, and its failure to do so is an abuse of discretion, as a matter of law. There is no such rule of law.

Section 1232 of the Probate Code, which is based on former section 1720 of the Code of Civil Procedure, reads as follows: “Costs. When not otherwise prescribed by this code or by rules adopted by the Judicial Council, either the superior court or the court on appeal, 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.”

If trial and appellate costs in a contest after probate, which this proceeding was, could be allowed by the trial court under this section, and they cannot, it is perfectly clear that the power thus conferred would not include the power to allow counsel fees even to a successful contestant or proponent. While there is some dicta in Henry v. Superior Court, 93 Cal. 569 [29 P. 230], to the effect that counsel fees may be included within the meaning of the term “costs” as used in old section 1720 (93 Cal. at p. 571), that dicta was expressly overruled in Estate of Olmstead, 120 Cal. 447, 454 [52 P. 804], where it was unequivocally held that the court had no power to award counsel fees under the section in question. This rule has been consistently followed. (Estate of Arnold, 121 Cal. App. 247, 248 [8 P.2d 897]; Estate of Feldman, 78 Cal.App.2d 778, 795 [178 P.2d 498] ; Estate of Schwartz, 87 Cal.App.2d 569, 574 [197 P.2d 223].) If the probate court has no power to award counsel fees from the estate to an executor who successfully resists a contest, it is too clear to require further comment that a losing contestant cannot be awarded such fees from the estate. (Estate of Walden, 174 Cal. 776, 777 [164 P. 639].)

This leaves open the questions as to whether, under section 1232, the probate court could, and if it could whether it should, have awarded trial and appeal costs to appellant. It will be noted that section 1232 provides that the power conferred by the section exists only when the matter of costs is “not otherwise prescribed by this code.” So far as trial costs are concerned, section 383 of the Probate Code provides: *891 “If the prohate is not revoked, the costs of trial must be paid by the contestant. 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. ’ ’ The instant proceeding involved a contest after probate. The will was admitted to probate on August 11, 1943. The contest was not filed until January 20, 1944. Therefore, as far as trial costs are concerned, they “must be paid by the contestant,” and cannot be charged against the estate.

So far as the appellate costs are concerned, section 1232 provides: “When not otherwise prescribed . . : by rules adopted by the Judicial Council” the probate court has power to allow costs. Prior to the adoption of the Rules on Appeal in 1943, it was the law that if the appellate court, in probate cases, made no reference to costs on appeal in its opinion, the sole power to allow such costs then passed to the probate court under section 1232 of the Probate Code. (Estate of Johnson, 200 Cal. 307 [252 P. 1052]; Estate of Erickson, 4 Cal.App.2d 602 [41 P.2d 939] ; Estate of Wallace, 12 Cal.2d 476 [86 P.2d 95] ; Estate of Schaetzel, 44 Cal.App.2d 320 [112 P.2d 324].)

In 1943, the new Rules on Appeal were adopted. Rules 26(a) and 26(b) were adopted for the express purpose of overruling the rule announced in the cases above cited. Rule 26(a) provides, in part: “In any case in which the interests of justice require it, the reviewing court may make any award or apportionment of costs which it deems proper. In probate cases, in the absence of an express direction for costs by the reviewing court, costs on appeal shall be awarded to the prevailing party, but the superior court shall decide against whom such award shall be made.”

Rule 26(b) provides, in part, as follows: “In any case in which the reviewing court directs the manner in which costs shall be awarded or denied, the clerk shall enter on the record and insert in the remittitur a judgment in accordance with such directions. In the absence of such directions by the reviewing court the clerk shall enter ón the record and insert in the remittitur a judgment for costs as follows: (1) In the ease of a general and unqualified affirmance of the judgment, for the respondent”; etc.

The draftsman’s notes to these rules states, in part: “Supersedes ... in part, Prob. C. 1232 . . .

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Related

Hartman v. Burford
259 Cal. App. 2d 554 (California Court of Appeal, 1968)
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259 P.2d 703 (California Court of Appeal, 1953)
Estate of Williams
242 P.2d 26 (California Court of Appeal, 1952)

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Bluebook (online)
218 P.2d 1007, 97 Cal. App. 2d 888, 1950 Cal. App. LEXIS 1631, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcmahon-v-mcculloch-calctapp-1950.