Pendleton v. Hare

231 S.W. 334, 1921 Tex. App. LEXIS 378
CourtTexas Commission of Appeals
DecidedJune 1, 1921
DocketNo. 232-3413
StatusPublished
Cited by29 cases

This text of 231 S.W. 334 (Pendleton v. Hare) is published on Counsel Stack Legal Research, covering Texas Commission of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Pendleton v. Hare, 231 S.W. 334, 1921 Tex. App. LEXIS 378 (Tex. Super. Ct. 1921).

Opinion

SPENCER, J.

Plaintiff in error, W. A. Pendleton, instituted this suit against Silas Hare, administrator of the estate of Samuel Bailey, to recover the value of attorney’s fees for services rendered the estate in Oklahoma.

The facts necessary to a determination of the issues are:

That Samuel Bailey died in Pottawatomie county, the place of his residence, leaving a will in which B. F. Hamilton was named executor and Sherman Spencer the sole beneficiary.

The estate consisted of real and personal property situated in Oklahoma of the value of $6,000 and personal property in Texas consisting of $54,000 on deposit in a Denison Bank and $1,700 in notes executed by a party in Oklahoma and secured by mortgage on Oklahoma real estate.

With knowledge before Bailey’s death that he had been appointed executor, Hamilton employed plaintiff in error, a practicing attorney, to assist in the proceedings to pro-hate the will, and in the conduct of the administration and settlement of the- estate. After Ba'iley’s death, F. H. Reily, another attorney, .was employed, and the two were thereafter associated in the case; Pendleton being the leading lawyer.

Upon the will being offered for probate, its probate was resisted by Amelia Parker and others. The contest was long and stubborn, but terminated in a judgment probating the will.

On October 1, 1912, .while the contest in Oklahoma was pending, W. G. McGinnis filed an application to be appointed and was appointed temporary administrator of the estate in Texas. Hamilton intervened, asking that he be appointed temporary and permanent administrator. Amelia Parker and others intervened to contest the appointment of Hamilton.

After considerable litigation in the district and county courts of Grays on county, it was agreed by all the parties that defendant in error should be appointed permanent administrator of the estate in Texas to take charge of and hold the estate pending the outcome of the Oklahoma contest, and upon termination of the contest to distribute the estate among the parties entitled to receive it.

Defendant in error qualified as administrator, and on February 14,1917, which was after the termination of the Oklahoma contest, filed his final report as administrator; but its approval was objected to by Amelia Parker and others, plaintiff in error, T. G. Cut-lip, and the state of Oklahoma.

During the hearing of the contest on the final repprt, .Sherman Spencer compromised with Amelia Parker and others, and the court then approved the final report, but required the administrator to hold a sufficient amount, pending the result of the litigation of Pendleton, Cutlip, and the state of Oklahoma to pay any judgments that they or any of them might finally recover, and directed that the remainder be paid over to Sherman Spencer.

Plaintiff in error presented his claim to Hamilton, executor, who allowed it for a reasonable fee, without stating the amount. The executor disbursed all of the funds in Oklahoma without paying plaintiff in error’s claim.

On February 15,1917, plaintiff in error presented his claim for $10,000 to defendant in error, Silas Hare, administrator, who refused it on the same day, and this suit was instituted the following day.

Upon a trial before the court without a jury, a judgment was rendered in favor of plaintiff in error for $7,500. Upon appeal the Court of Civil Appeals reversed and rendered the judgment. 214 S. W. 948.

fl] There is no proof in the record as to what the laws of the state of Oklahoma are with reference to the probate of wills and the handling of estates of decedents, and in the absence of which it will be presumed that they are similar to the laws of this state. Western Union Tel. Co. v. Bailey, 108 Tex. 427, 196 S. W. 516.

[2-4] The defendant in error insists that the claim for attorney’s fees, .which for the most part represents services rendered in establishing the will, is not a charge against the estate, but that, having been contracted for by the executor upon behalf of himself individually and for Sherman Spencer, sole beneficiary under the will, it is the individual obligation of the executor and Sherman Spencer.

There is no statute in this state that requires the executor named in the will to propound the same for probate; but article 3262, Revised Civil Statutes of 1911, permits him to do so; and if, in response to such commission, the executor in good faith makes application to have the same probated, and a contest follows, necessitating the employment of an attorney, and the will is admitted to probate, a reasonable attorney’s fee for the services performed is a claim against the estate within the purview of articles 3623 and 3458, Revised Civil Statutes of 1911.

Article 3623 reads:

“Art. 3623. Executors and administrators shall also be allowed all reasonable expenses necessarily incurred by them in the preservation, safe-keeping and management of the estate', and all reasonable attorney’s fees that may be necessarily incurred by them in the course of the administration.”

[336]*336Article 3458 declares that—

“The claims against an estate shall be classed and have priority of payment as follows: » * *
“2. Expenses of administration and the expenses incurred in the preservation, safe-keeping and management of the estate.”

In an opinion by Judge Walker of the Commission of Appeals, adopted by the Supreme Court, it is held that reasonable attorney’s fees are expenses of administration within the meaning of the clause of the statute quoted. Williams v. Robinson, 56 Tex. 347.

The executor was not personally interested in the probate of the will. In contracting with Pendleton he was acting, not in his individual capacity, but in his representative capacity as executor under it. Portis v. Cole, 11 Tex. 157. The probate of the will was the first essential and indispensable step toward carrying out the trust imposed by it. The statute authorized him to take such step. The employment of an attorney to uphold the will .was consistent with his duty as executor to effectuate and complete the purposes of his trust.

If, however, the language employed in the statute is not sufficiently broad to include, as expenses of administration, reasonable attorney’s fees incurred in establishing the will, it certainly does not expressly or impliedly prohibit them. In the absence of such statutory inhibition, we may rook to the adjudicated cases for enlightenment in determining the rule to be applied, and in so doing find, that the decided weight of authority holds, and we think properly so, that where the executor has acted in good faith in employing an attorney in proceedings to probate the will, and the will is established, the estate is chargeable with the expense of reasonable attorney’s foes thus necessarily incurred. Re Estate of Frank Hentges, 86 Neb. 75, 124 N. W. 929, 26, L. R. A. (N. S.) 757, and notes; Henderson v. Simmons, 33 Ala. 291, 70 Am. Dec. 590.

Defendant in error relies upon Renn v. Samos, 37 Tex. 240, and Gilroy v. Richards, 26 Tex. Civ. App. 355, 63 S. W. 667, as supporting a contrary view. In the Renn Case the will had been probated, and the heirs of the testator instituted suit against the legatees named in the.

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

Related

In Re the Guardianship of Fortenberry
261 S.W.3d 904 (Court of Appeals of Texas, 2008)
Ayala v. Britttingham
131 S.W.3d 3 (Court of Appeals of Texas, 2004)
Hope v. Baumgartner
111 S.W.3d 775 (Court of Appeals of Texas, 2003)
Estate of Nelson v. Neal
764 S.W.2d 322 (Court of Appeals of Texas, 1988)
Corpus Christi Bank & Trust v. Cross
586 S.W.2d 664 (Court of Appeals of Texas, 1979)
Armstrong v. Stallworth
613 S.W.2d 1 (Court of Appeals of Texas, 1979)
United States v. Estate of Swan
441 F.2d 1082 (Fifth Circuit, 1971)
Salmon v. Salmon
395 S.W.2d 29 (Texas Supreme Court, 1965)
Salmon v. Salmon
381 S.W.2d 945 (Court of Appeals of Texas, 1964)
In Re Kleinlein's Estate
366 P.2d 186 (Washington Supreme Court, 1961)
American National Bank of Beaumont v. Biggs
274 S.W.2d 209 (Court of Appeals of Texas, 1954)
Ethridge v. Sullivan
245 S.W.2d 1015 (Court of Appeals of Texas, 1951)
Finley v. Hartsook
158 F.2d 618 (Fifth Circuit, 1946)
Lang v. Shell Petroleum Corp.
159 S.W.2d 478 (Texas Supreme Court, 1942)
Duehay v. Acacia Mut. Life Ins. Co.
105 F.2d 768 (D.C. Circuit, 1939)
W. T. Huff. v. J. H. Huff, Admstr.
124 S.W.2d 327 (Texas Supreme Court, 1939)
Huff v. Huff
98 S.W.2d 442 (Court of Appeals of Texas, 1936)
Beggs v. Brooker
79 S.W.2d 642 (Court of Appeals of Texas, 1934)

Cite This Page — Counsel Stack

Bluebook (online)
231 S.W. 334, 1921 Tex. App. LEXIS 378, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pendleton-v-hare-texcommnapp-1921.