Michigan Trust Co. v. Turney

36 S.W.2d 787, 1931 Tex. App. LEXIS 211
CourtCourt of Appeals of Texas
DecidedMarch 12, 1931
DocketNo. 2505.
StatusPublished

This text of 36 S.W.2d 787 (Michigan Trust Co. v. Turney) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Michigan Trust Co. v. Turney, 36 S.W.2d 787, 1931 Tex. App. LEXIS 211 (Tex. Ct. App. 1931).

Opinion

HIGGINS, J.

Mrs.' Mary Cleghorn Hills, a resident of Michigan, died and her will was admitted to probate in that state. Ancillary administration was had in the county court of El Paso county,, Tex., the will being admitted to probate and Otis C. Coles of El Paso county appointed administrator with will annexed.

The present controversy is over a bill for $12,500 against the estate presented by the law firm of Turney, Burges, Culwell & Pollard, for legal services rendered the ancillary administrator by whom the bill was approved. The probate court approved the bill. From that order of approval the Michigan Trust Company, Dudley Hills Waters, Florence Hills Waters, and her husband, Dudley E. Waters, appealed to the district court.

In that court but one issue was submitted to the jury. It reads:

“What do you find from a preponderance of the evidence was the reasonable value of the legal services rendered to O. C. Coles, as the ancillary administrator of the estate of Mary C. Hills, deceased, by the law firm of Turney, Burges, Culwell & Pollard?”

The answer was: “$12,500.00.”

Upon such finding the claim was approved as a second-class claim and ordered paid. From this order the contestants prosecute this appeal.

Numerous assignments of error and supporting propositions contained in appellants’ lengthy brief, in their last analysis, resolve themselves into the contention ‘that the ancillary administration in this state was wholly unnecessary, and the estate thereby burdened with heavy costs; and since the administration here was had upon the advice of appel-lees, they are not entitled to any compensation for the services rendered by them in “such unnecessary proceedings which operated, not for the benefit of the estate, but to its detriment, by burdening it with heavy administrative costs.

The will of Mrs. Hills is lengthy. It may be summarized as follows: After directing the payment of her debts, and stating that she had already given to her daughter, Florence Hills Waters, certain household furniture and other articles, it gave the remainder of her personal property, including automobiles, to her, and $4,000 in cash, with the request that this money be used by her daughter for research work in connection with the Hills and Cleghorn families. Certain property was bequeathed and devised to the Michigan Trust Company, a corporation of Grand Rapids, Mich., for purposes which- were specified in the will, and that company was given full power to care for, manage, and control the funds and property so placed in its hands, to convert the same, or the proceeds thereof, into money, to invest and reinvest the same, etc. It referred to the fact that she owned lands both in Texas and Michigan, and authorized the Michigan Trust Company, as executor and trustee, to hold and retain these lands, etc., to handle the same, and as discretion might indicate, to sell and dispose of the same. It was provided that she had planned to erect a mausoleum in a cemetery at either Rome, Ga., or Atlanta, Ga., wherein should be placed the remains of her late husband, her late son, and herself. She directed the said executor to carry that plan into execution, and to that end to sell real estate in El Paso, except her interest in block 5½, Mills Map. Direction was given that the daughter, Florence Hills Waters, should occupy the homestead during her lifetime; that after the death of the daughter, same should be occupied by her grandson, Dudley Hills Waters, and at the death of the survivor of the daughter and grandson, the homestead was to be sold and the proceeds disposed of as afterwards directed in the will, which was for the benefit of the municipalities of Rome and Cartersville, Ga., and Grand Rapids, Mich. After other directions as to the property located in Michigan, it was provided that all the remainder of the property, real and personal, owned by her at the time of her death was devised to the Michigan Trust Company in trust for the following purposes: It was to continue during the natural lives of Florence Hills Waters and Dudley Hills' Wa *789 ters, and for twenty-one years after the death of the survivors of .them; that the income from the trust be paid to the daughter, Florence. Hills Waters, and-at her death the income was to be paid to the grandson, Dudley Hills Waters, and to his issue, if living. At the expiration of the twenty-one year period above mentioned, all the property belonging to the trust estate should go to the issue of the grandson, Dudley I-Iills Waters, then living. If there was no issue, then she directed that one-half of the property should go to the city of Rome, Ga., to be expended in the erection of a fountain in memory of her husband, one-fourth to the city of Cartersville, Ga., to be expended in the erection of a fountain in memory of her mother, the remaining one-fourth to the city of Grand Rapids, Mich., for the erection of a fountain in memory of her daughter, Florence Hills Waters. None of the beneficiaries interested in any legacy or devise were empowered to assign, convey, pledge, hypothecate, or anticipate the payment of any sum or delivery of any property, and it was provided that any such action should be void. It was provided in the fourteenth paragraph that in case of any present or future law of Texas, or for any reason, the Michigan Trust Company should be unable or unwilling to act as executor or trustee for the state of Texas, of or under this last will and testament, she directed the court in Texas in which the administration should be pending, to appoint, as executor or administrator with the will annexed, or as trustee under the will, as the case may be, such officer of the Michigan Trust Company as that company might nominate, and if that appointee be unable or unwilling to act, or for any reason should cease to act, she directed that the office be filled by the court having Jurisdiction thereof upon the nomination of some suitable executor or administrator with the will annexed to be made by the Michigan Trust Company. A, copy of a resolution of the board of- directors of said Michigan Trust Company, attested by its secretary or assistant secretary, making a nomination as mentioned in that paragraph, was made sufficient evidence of the action taken by said company in that behalf. '

This will was first probated in Grand Rapids, ■ Mich., and the Michigan Trust Company was appointed executor and trustee. The probate court in Michigan allowed claims against the estate totaling approximately $210,000, the principal ones being in favor of Florence Hills Waters, the daughter, for $146,465.32, and Grand Rapids National Bank for $62,-000. This had all been accomplished in Michigan prior to the institution of the probate proceedings in Texas, and with which proceeding in Michigan appellees had nothing to do.

The property in Michigan was wholly insufficient to pay approved claims against the estate. The bulk of the estate consisted of improved real estate in 'the business section of the city of El Paso of the appraised value of $302,350.

The handling of the estate in El Paso would require considerable attention, much leasing was to be done, work performed on the building known as the Hills Building, then under erection, and other things.

The claim of Mrs. Waters against the estate of her mother was allowed in the sum of $150,000 by the probate court of El Paso county. The claim of the Grand Rapids National Bank was also allowed.

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36 S.W.2d 787, 1931 Tex. App. LEXIS 211, Counsel Stack Legal Research, https://law.counselstack.com/opinion/michigan-trust-co-v-turney-texapp-1931.