Peterson v. Orphans' Court for Queen Anne's County

862 A.2d 1050, 160 Md. App. 137, 2004 Md. App. LEXIS 182
CourtCourt of Special Appeals of Maryland
DecidedDecember 7, 2004
Docket01552, September Term, 2003
StatusPublished
Cited by5 cases

This text of 862 A.2d 1050 (Peterson v. Orphans' Court for Queen Anne's County) is published on Counsel Stack Legal Research, covering Court of Special Appeals of Maryland primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Peterson v. Orphans' Court for Queen Anne's County, 862 A.2d 1050, 160 Md. App. 137, 2004 Md. App. LEXIS 182 (Md. Ct. App. 2004).

Opinion

HOLLANDER, Judge.

William Peterson, appellant, Personal Representative of the Estate of Elsie Kinsey, challenges various orders issued by the Orphans’ Court for Queen Anne’s County, appellee, in which the court, inter alia, reduced appellant’s commissions, sua sponte; refused to approve the entire award of attorney’s fees requested for Elise Davis, Esquire, counsel for the Es *141 tate; 1 and denied certain petitions to impute monies to Roger E. Pleasanton, Kinsey’s surviving spouse.

Appellant presents four questions, which we quote:

I. Did the court below err as a matter of law when 15 months after the Petitions for Attorneys Fees and P[ersonal] Representative] Commissions had been approved as well as the Account, without Petition of any interested person, modified the Order pertaining to P.R. commissions and changed the amount approved from $15,787.75 to $5,787.75?
II. Was it an abuse of discretion by the court below when it failed to impute monies to the surviving spouse for attorney[’]s fees and court costs incurred by the Estate because of his failure to comply with the settlement agreement previously approved by the court?
III. Was it an abuse of discretion by the court below when it failed to approve attorney[’]s fees and court costs necessitated by failure of the surviving spouse and/or his agent to remove tenants from Estate property and to pay over to the Estate monies due the Estate[?]
IV. Did the court below err as a matter of law when it failed to approve a proposed division of cash proceeds for the two rental units as agreed to by the parties in a settlement agreement previously approved by the court?
For the reasons that follow, we shall affirm.

I. FACTUAL AND PROCEDURAL SUMMARY

Elsie Kinsey died testate on May 1, 2000. Kinsey executed her “Last Will & Testament” on July 8, 1991, years before her marriage to Roger E. Pleasanton on June 26, 1997. 2 Pursuant *142 to Kinsey’s Will, her nephew, the appellant, was appointed as the Personal Representative of Kinsey’s Estate. On June 16, 2000, Pleasanton, as surviving spouse, filed with the Orphans’ Court for Queen Anne’s County an “Election to Take Statutory Share of Estate.”

In October 2000, Mr. Pleasanton brought suit in the Circuit Court for Queen Anne’s County against the Estate and Peterson, individually and as personal representative, challenging the value of the probate estate. He focused on various Certificates of Deposit, totaling approximately $253,000, which the decedent had established -with certain relatives well before her marriage to Pleasanton. Nevertheless, Pleasanton contended that the certificates were part of Kinsey’s Estate. Following a trial in May 2001, the circuit court granted the defense’s motion for judgment, embodied in a judgment of August 7, 2001. Thereafter, Pleasanton appealed to this Court. We affirmed on the merits, but remanded to the circuit court for the entry of a declaratory judgment. Pleasanton v. Peterson, No. 920, September Term, 2002, 145 Md.App. 723 (filed August 7, 2002) (unreported).

On March 30, 2001, Peterson filed a first administration account, in which he reported assets for the Estate of $407,952.51. Kinsey’s Estate included, inter alia, real and leasehold properties, including properties located at 212, 216 and 244 Merganser Drive in Chestertown.

On June 29, 2001, appellant conveyed the properties at 212 and 244 Merganser Drive to Pleasanton as the surviving spouse. At that time, Pleasanton also held title to the property at 216 Merganser Drive. By Order entered November 6, 2001, however, the Orphans’ Court directed Pleasanton “to deed the three (3) real properties back to the estate for distribution or sale of said properties, unless the legatees and the surviving spouse agree that the spouse may retain the one *143 parcel that he was willing to accept as a partial distribution-in-kind of his elective share.”

In the interim, on August 10, 2001, appellant, through counsel, filed a “Petition for Allowance of Attorney Fees,” in which he requested an award to Davis of attorney’s fees of $22,599. Both Peterson and Davis signed the Petition. The Petition identified the following services rendered by Ms. Davis:

a. Identifying creditors of the Estate;
b. Preparation of Petition for Probate;
c. Arranging for bond for personal representative;
d. Arranging for appraisals of assets of the Estate;
e. Preparation of Inventory;
f. Preparation of Information Report and Amended Information Report;
g. Defending the Personal Representative in litigation wherein he was sued by the surviving spouse over non-probate assets, representing the Personal Representative in matters before the Orphans’ Court pertaining to the carrying out of the provisions of the decedent’s will and representing the Personal Representative in recovering assets belonging to the Estate....
h. Preparation of First Administration Account and Amended First Administration Account;
i. Preparation and filing of state and federal tax returns;
j. Attending hearing on exceptions to First Account;
k. Attempting to recover assets for the Estate and a debt due the Estate.

As an exhibit to the motion, appellant attached an itemized list of approximately 150 services rendered by Ms. Davis between June of 2000 and June of 2001, along with the corresponding time that she expended. The list reflected 167.4 hours of work, at an hourly rate of $135, for a total of $22,599. From the lawyer’s list of services, we have set forth *144 below only those entries that also appear on the fee petition submitted on the same date by the personal representative.

06-19-00 8.0 hrs. Chincoteague property

11- 14-00 2.5 hrs. depo in Centreville

12- 05-00 3.5 hrs. C’ville — client depo.

12-19-00 2.0 hrs. hearing on Petition to Sell — C’ville

01- 23-01 5.0 hrs. prep, for depo. & drft. plead & depo.

02- 08-01 2.0 hrs. CCCQAsch. conference

02-13-01 2.0 hrs. Hearing, P.R. v. Frank Reed & drft ltr.

02-14-01 2.5 hrs. Kinsey/Pleasanton

02-14-01 2.5 hrs. Kinsey hearing-P.R. vs. Reed

02- 20-01 3.2 hrs. prep, for Centreville hearing

03- 26-01 5.5 hrs. prep, hearing

05-10-01 3.0 hrs. prep hearing (Reed), hearing C’ville & serve subpoenas

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Bluebook (online)
862 A.2d 1050, 160 Md. App. 137, 2004 Md. App. LEXIS 182, Counsel Stack Legal Research, https://law.counselstack.com/opinion/peterson-v-orphans-court-for-queen-annes-county-mdctspecapp-2004.