Reynolds v. Givens

588 P.2d 113, 37 Or. App. 785, 1978 Ore. App. LEXIS 3427
CourtCourt of Appeals of Oregon
DecidedDecember 26, 1978
Docket121-897, CA 8075
StatusPublished
Cited by2 cases

This text of 588 P.2d 113 (Reynolds v. Givens) is published on Counsel Stack Legal Research, covering Court of Appeals of Oregon primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Reynolds v. Givens, 588 P.2d 113, 37 Or. App. 785, 1978 Ore. App. LEXIS 3427 (Or. Ct. App. 1978).

Opinion

*787 RICHARDSON, J.

This is an appeal from the probate court’s disposition of the personal representative’s account. The objector, Mrs. Hewara O’Donnell Reynolds, contends the court erred in awarding any personal representative fees and attorney fees from the assets of the estate. She also contends the court erred in failing to surcharge the personal representative for waste of the estate’s assets.

Mrs. Reynolds and decedent were both formerly United States government employees working in Europe. Decedent was divorced and had two children from his former marriage. Between 1956 and 1973 decedent and Mrs. Reynolds lived together in Europe as husband and wife, although they were not married.

In 1970, while in Paris, France, decedent executed a will. Mrs. Reynolds was designated in the will as personal representative of the estate. The will provided the personal representative was to pay $1,000 to each of decedent’s two children and the remainder of the estate was to pass to Mrs. Reynolds.

In 1973 the couple both retired from U.S. government employment, returned from Europe and moved in with decedent’s mother in a home she owned in Portland. On October 1, 1974, decedent and Mrs. Reynolds decided to marry. They consulted an attorney, Mr. Kretzmeier, and he assisted them in obtaining a Washington marriage license. Mr. Kretzmeier had in the past handled some legal matters for decedent’s mother. The ceremony did not take place because the couple were late in arriving for the ritual.

At about this same time decedent’s mother executed a deed conveying her house to decedent while reserving a life estate to herself. Mr. Kretzmeier prepared the deed. Decedent’s mother made an oral gift to Mrs. Reynolds of the furniture and certain other personal property in the house.

*788 On October 2, 1974, Mrs. Reynolds left for Paris to close the couple’s apartment in that city. Because of a medical condition she was unable to travel by air. She journeyed to the East Coast by bus and then travelled to Europe by ocean liner. On October 12, 1974, decedent died and his mother passed away approximately four hours later on the same day. Mrs. Reynolds was notified of the deaths by cablegram while she was in transit, but she did not return to Portland until November 24, 1974.

On October 30, 1974, decedent’s son, Richard M. Givens, Jr., was appointed personal representative of the estate of decedent’s mother. Mr. Kretzmeier was attorney of record for Richard M. Givens, Jr., in his capacity as personal representative. The personal representative moved into the house and subsequently he and his sister removed most of the furniture and personal property from the residence. The estate was subsequently closed and the assets distributed to decedent’s two children as the intestate heirs of his mother.

On November 25, 1974, immediately upon her return to Portland, Mrs. Reynolds went to Mr. Kretzmeier’s office. She showed him decedent’s will and asked him to represent her in settling the estate. Mr. Kretzmeier read the will and advised her that he represented Richard Givens, Jr., and because of the conflict she should consult other counsel. Four days later Richard Givens, Jr., filed a petition, prepared by Mr. Kretzmeier, seeking appointment as personal representative of decedent’s estate. The petition alleged, inter alia, that decedent died intestate and that Mrs. Reynolds was his widow. Decedent’s son was appointed personal representative of the estate on December 2, 1974.

On December 23, 1974, Mrs. Reynolds filed a petition to have Richard Givens, Jr., removed as personal representative, to have decedent’s will admitted to probate and to have herself appointed as *789 personal representative. He filed a general denial to the petition.

The petition was not set for hearing and Richard Givens, Jr., continued as personal representative of the estate. On April 16, 1975, he filed an inventory showing the house valued at $15,000 as the only asset. On September 10, 1975, he filed an accounting and resigned as personal representative. The court, on its own motion, appointed an attorney as personal representative. The attorney resigned on March 11, 1976, and Mrs. Reynolds was appointed as personal representative. Decedent’s will was admitted to probate.

In the accounting, Richard Givens, Jr., asked for costs and personal representative fees of $580 and attorney fees in the amount of $2,070. After hearing objections to the accounting the court allowed costs and $250 personal representative fees. The claimed fee was reduced on the ground the personal representative resigned before administration of the estate was complete. The court allowed $800 attorney fees. The claimed amount was reduced because the bulk of the legal work done related to protracted negotiation between the attorney for the personal representative and Mrs. Reynolds. The court awarded additional attorney fees of $2,307 for legal services incurred in defending the accounting against Mrs. Reynolds’ objection.

Mrs. Reynolds’ first contention is that Richard Givens, Jr., was appointed representative of his father’s estate based on a false petition. As such he was an intermeddler and not entitled to costs, fees or attorney fees for administration of the estate.

The case of In re Carlson’s Estate, 156 Or 597, 68 P2d 119 (1937), presented the Supreme Court with a similar controversy. In that case the decedent executed a will in Oregon and subsequently returned to his native Sweden, where he executed another will revoking the Oregon will. Following his death, a beneficiary under the Oregon will petitioned for appointment as *790 executor and for probate of the Oregon will, knowing it had been revoked by the subsequent Swedish will. The existence of the Swedish will was not disclosed to the probate court until a subsequent petition was filed by the beneficiaries under the Swedish will. The executor of the first will filed an accounting seeking, inter alia, expenses incurred in attempting to sustain the Oregon will, contending he acted in good faith. The Supreme Court sustained the probate court’s order disallowing the claimed expenses, stating:

"* * * The estate should not be charged for expenses incurred by the appellant [executor] in seeking to sustain a will which he did not honestly believe was the deceased’s last.* * *” 156 Or at 605.

The court also noted, as a significant fact, that the executor, as a beneficiary named in the Oregon will, had a personal interest in attempting to sustain it.

In a later case the Supreme Court expressed the principle more strongly. In re Estate of Felber, 193 Or 231, 238 P2d 203, 31 ALR2d 231 (1951). The decedent was married for a number of years and although he separated from his wife they were never divorced. He then began living with another woman. Upon his death the other woman filed a petition seeking appointment as executrix alleging she was decedent’s widow and only heir. She was aware decedent was not divorced and had a number of children. The true widow petitioned for removal of the executrix. The executrix subsequently resigned and filed an accounting seeking

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Related

In re Ersoff
375 Or. 43 (Oregon Supreme Court, 2026)
In Re Complaint as to the Conduct of Hedrick
822 P.2d 1187 (Oregon Supreme Court, 1991)
Reynolds v. Givens
695 P.2d 946 (Court of Appeals of Oregon, 1985)

Cite This Page — Counsel Stack

Bluebook (online)
588 P.2d 113, 37 Or. App. 785, 1978 Ore. App. LEXIS 3427, Counsel Stack Legal Research, https://law.counselstack.com/opinion/reynolds-v-givens-orctapp-1978.