Miller v. Kellstedt

556 N.E.2d 568, 197 Ill. App. 3d 67, 144 Ill. Dec. 890, 1990 Ill. App. LEXIS 456
CourtAppellate Court of Illinois
DecidedMarch 30, 1990
DocketNos. 3—89—0212, 3—89—0213 cons.
StatusPublished
Cited by8 cases

This text of 556 N.E.2d 568 (Miller v. Kellstedt) is published on Counsel Stack Legal Research, covering Appellate Court of Illinois primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Miller v. Kellstedt, 556 N.E.2d 568, 197 Ill. App. 3d 67, 144 Ill. Dec. 890, 1990 Ill. App. LEXIS 456 (Ill. Ct. App. 1990).

Opinion

JUSTICE BARRY

delivered the opinion of the court:

This cause arose out of probate proceedings upon the demise of Eleanor Jane Miller, who died testate on May 17, 1986. The surviving spouse and executor of her will, Lyle Blaine Miller, was represented by Attorney James R Kellstedt in the probate matter. Upon preparation of the final accounting, Miller refused to pay Kellstedt’s fees and costs, which he claimed in the amount of $2,451.50 After a hearing on Kellstedt’s petition for fees and costs the circuit court of Tazewell County entered judgment for Kellstedt in the amount of $989. The court further ordered Kellstedt to turn over certain securities that he had retained during the course of his employment in the probate matter. Kellstedt appeals from that order as well as from a subsequent order finding him in indirect civil contempt and imposing sanctions for Kellstedt’s failure to comply with the court’s turnover order. For reasons that follow, we affirm.

The relevant facts as presented to the trial court and as they now appear in the record on appeal establish that Kellstedt duly filed a petition for probate of the decedent’s will and for letters testamentary on June 2, 1986, and that letters of office were issued to Lyle Blaine Miller as executor on the same date. On February 2, 1987, the first of three publications of the claim notice was made. The inventory of the estate was filed on December 30, 1988. According to Kellstedt, he suffered numerous personal difficulties during this period, including an automobile accident, health problems, the death of his only son and his mother and an unmanageable workload in his law practice.

The decedent’s estate subject to probate was valued at $43,225.49. The value of decedent’s nonprobate estate was $318,188.89. No claims were filed against or on behalf of the estate, no one contested the will, and no estate taxes had to be paid. There were, however, several securities held by the deceased in joint ownership or in trust which had to be transferred to her surviving husband and children. It appears that Kellstedt was instrumental in accomplishing the transfer of certain stock certificates, and Miller facilitated the process in others. When Miller met with Kellstedt to go over the final accounting, he refused to pay attorney fees and costs claimed by Kellstedt in the amounts of $2,137.50 and $314, respectively. Accordingly, Kellstedt filed his petition for fees and costs contemporaneously with the inventory of the estate and the final accounting on December 30, 1988.

At the hearing on Kellstedt’s petition, the court received testimony of Kellstedt and two attorneys practicing in the Peoria area who agreed that Kellstedt’s hourly charge of $75 was reasonable and that $2,137.50 was a reasonable fee considering the size of the estate and Kellstedt’s claimed expenditure of 28.5 hours of professional time on behalf of the estate. Kellstedt introduced copies of blank time records used in his office and a two-page handwritten “summary” of his activities in the case.

Miller testified that he had urged Kellstedt to proceed with the case numerous times between 1986 and 1988 and had in fact taken upon himself the task of communicating with corporate transfer agents with respect to some of the securities for which Kellstedt claimed responsibility. During the hearing Kellstedt admitted that he had retained possession of several of the stock certificates pursuant to his common law retaining lien for attorney fees.

The trial court, after hearing all of the evidence, concluded that much of the time claimed by Kellstedt was not, in fact, necessary to the orderly and efficient administration of this estate. The court questioned the evidentiary value of Kellstedt’s documentation of his time, finding the handwritten summary “virtually undecipherable.” With respect to the stock transfers, the court found Kellstedt’s efforts redundant and unproductive. Likewise, the court found Kellstedt’s claim of six trips to Pekin excessive, and reduced the number of reimbursable trips to three. Accordingly, the court determined that Kellstedt was entitled to fees for only 10 hours of professional time, and awarded him $75 per hour, or a total of $750, plus $239 in reimbursable costs. The court further ordered that Kellstedt turn over to Miller all of the retained assets within 14 days of its February 14,1989, order.

Kellstedt failed to comply with the court’s turnover order, and on March 14 Miller filed a petition for rule to show cause why Kellstedt should not be found in contempt. The court entered an order setting a hearing on the petition for April 3, 1989. Two days later, on March 16, Kellstedt filed his post-trial motion requesting a rehearing on his petition for fees. Kellstedt specifically “consented” to the court’s reduction of his claimed costs. On April 3, at Kellstedt’s insistence, the court agreed to entertain the show cause hearing prior to hearing Kellstedt’s post-trial motion. At the close of all testimony, the court found Kellstedt in indirect civil contempt of court. The court granted Miller’s request for attorney fees and costs incurred in connection with the show cause petition in amounts of $210 and $20, respectively, and committed Kellstedt to the county jail for six months or until he surrendered the retained certificates. On April 5, Kellstedt turned over three certificates, the combined value of which exceeded $12,000, to the clerk of the circuit court. He made it clear to the trial judge, however, that he did not intend to relinquish two other certificates, the combined value of which approximates Kellstedt’s fees claim. Kellstedt’s post-trial motion requesting reconsideration of this order was subsequently denied, as was his March 16 post-trial motion, and Kellstedt has appealed from both denials.

Kellstedt initially contends that the court’s decision to reduce the amount of attorney fees for the probate work was contrary to the manifest weight of the evidence and an abuse of discretion. We do not agree.

The trial court enjoys broad discretion in determining the reasonableness of compensation claimed by an attorney representing an executor. The ultimate determination must be based on the facts and circumstances of the particular case before the court. (In re Estate of Marshall (1988), 167 Ill. App. 3d 549, 553, 521 N.E.2d 637, 640.) Factors that may be considered include: “the size of the estate, the work involved, the skill evidenced by the work, time expended, the success of the efforts involved, and the good faith and efficiency with which the estate was administered.” (Marshall, 167 Ill. App. 3d at 553, citing In re Estate of Thomson (1986), 139 Ill. App. 3d 930, 939, 487 N.E.2d 1193, 1200.) It should also be noted that the trial court is not bound by the opinion of expert witnesses as to the reasonableness of fees claimed, but may rely on its own knowledge and experience and use independent judgment in setting the amount of compensation. Marshall, 167 Ill. App. 3d at 553, citing In re Estate of Brown (1978), 58 Ill. App. 3d 697, 374 N.E.2d 699.

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Bluebook (online)
556 N.E.2d 568, 197 Ill. App. 3d 67, 144 Ill. Dec. 890, 1990 Ill. App. LEXIS 456, Counsel Stack Legal Research, https://law.counselstack.com/opinion/miller-v-kellstedt-illappct-1990.