Smith v. Shamburger

238 S.W.2d 844, 314 Ky. 850, 1951 Ky. LEXIS 823
CourtCourt of Appeals of Kentucky
DecidedJanuary 26, 1951
StatusPublished
Cited by12 cases

This text of 238 S.W.2d 844 (Smith v. Shamburger) is published on Counsel Stack Legal Research, covering Court of Appeals of Kentucky primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Smith v. Shamburger, 238 S.W.2d 844, 314 Ky. 850, 1951 Ky. LEXIS 823 (Ky. Ct. App. 1951).

Opinion

STEWART, Justice.

Petitioner, Mrs. Patricia- R. Smith, seeks a writ of mandamus in this *Gourt against Hon. Boman L: Shamburger, Judge of the Jefferson County Court, to' compel him to require the Louisville Trust Company and the Citizens Fidelity Bank and Trust Company, Co-administrators with the will annexed of the estate of John A. O’Brien, deceased, to file a final settlement of said estate and to cause certain acts mentioned hereafter to be performed.

On June 21, 1950, the Co-administrators filed in the Cpunty Court what they style as “An Account and Final' Settlement of the Execution of Their Trust” of the O’-Brien estate, in which they state that they have paid all debts, taxes, legacies and other claims against this estate, except the following items : (1) Compensation to and expenses of the 'Co-administrators for their services; (2) fees to various lawyers for representing the Co-administrators in several litigations affecting the O’Brien estate; and (3) legacies of $1,000 to the College of Arts and Sciences of Georgetown' University of Washington, D. C., and of $5,000 to the Catholic Bishop of the Diocese of Kentucky. The accounting, we shall call it, further shows that all of the assets of the estate, which consisted entirely of personal property, have been disbursed, except the sum of $36,455.14, now invested by the Co-administrators in United States bonds and retained by them to pay the unliquidat-ed claims above described; and the Co-administrators ask that they recover from petitioner any sum in excess of $36,455.14, if this amount should be insufficient to satisfy the unliquidated claims set forth in the accounting.

We do not have before us the record showing the proceedings of the County Court in the interim between the filing of the settlement and the application of petitioner for this writ. The briefs of petitioner and respondent, however, do recite cer[846]*846tain significant details as to what occurred during this period of time, and we here mention those facts that we deem important to furnish a background for this case.

On August 7, 1950, at a hearing regularly set, petitioner objected to the confirming, or approving, or hearing by the County Court, or any commissioner appointed by it, of any proof on any item contained in the accounting; and, on the same date, she moved the County Court to require the Co-administrators, and we employ her words, “to file a final settlement of the {state of John A. O’Brien, deceased, in compliance with the Kentucky Revised Statutes and the rulings of the Court of Appeals on the settlement of this, estate, and that both of the Co-administrators be required to sign a sworn affidavit thereto.” On August 22, 1950, petitioner filed a motion to strike from the record of this estate in County Court, and we quote her, “a 37 page historical brief or petition, containing many unfounded and unwarranted statements. It does not comply with the Kentucky Revised Statutes for the final settlement of an estate in County 'Court, and it is prejudicial to the substantial rights of the sole beneficiary, Patricia R. Smith, and was not verified by one of the Co-administrators, the Louisville Trust Company.”

On this last date, the County Court overruled all of petitioner’s objections to and motions concerning the filing of the accounting, and then, acting under the authority of KRS 25.180 and KRS 25.190, ordered the accounting referred, to A. Scott Hamilton, Special Commissioner, to hear proof on any pleas, objections and exceptions filed thereto and to make such recommendations back to the County Court that the Commissioner might deem advisable relative to it. On September 8, 1950, the Commissioner set Obtober 4, 1950, as a hearing date upon the accounting, at which time exceptions to it must be filed and all preliminary questions presented with reference to it.

On October 3, 1950, petitioner filed her petition herein against Hon. Boman L. Shamburger, Judge of the Jefferson County Court, to compel him officially to require the Co-administrators to file, as she contends, “a final settlement” of the O’Brien estate that should include: All costs of administration of the O’Brien estate, and specifically set forth all compensation claimed by the Co-administrators and all fees claimed by the lawyers for representing the Co-administrators, for services rendered by them to the estate from March 1, 1934, to the date of a final settlement thereof, all claims to be proven as debts against a decedent’s estate are required by law to be proven. Petitioner further asks that the County Court be required to issue an order to A. Scott Hamilton, Special Commissioner, to prevent him from approving or hearing or confirming any proof for or against any item contained in the accounting of the Co-administrators until, as she insists, “a final settlement of the above estate, as above requested, is filed in the Jefferson ■County Court and this petitioner, the sole beneficiary, be given ample time in which to. file exceptions thereto.” At the time the petition was filed herein, petitioner moved for, and was granted, a stay of all proceedings in the County Court until this Court should pass upon this proceeding on its merits, pursuant to Sec. 476 of the Civil Code of Practice.

Under Section 110 of the Kentucky Constitution this Court has absolute power to issue writs against any other Kentucky Court in such instances “as may be necessary to give it a general control of inferior jurisdictions.” However, it has consistently adhered to the principle of law that it will issue a writ (a) only when the inferior court is acting, without jurisdiction, or (b) it is acting within its jurisdiction, but erroneously, and great and irreparable injury will result therefrom and the petitioner is without adequate remedy by appeal or otherwise. Smith v. Burnett, Judge, 300 Ky. 249, 188 S.W.2d 480; Henneberger Co.’s Assignee v. Price, Judge, 252 Ky. 402, 67 S.W.2d 471; Frain v. Applegate, Judge, 239 Ky. 605, 40 S.W.2d 274.

We must, therefore, decide whether the County Court is exceeding its jurisdiction, or, if not, whether it is proceeding erroneously on the issues involved in this petition [847]*847in such a manner that (petitioner may suffer great and irreparable injury without any adequate remedy as a result thereof.

In Com. v. Peter, Judge, 136 Ky. 689, 124 S.W. 896, 898, the 'Commonwealth sought a mandamus against the respondent, a judge of the Jefferson County Court, to compel him to require the Fidelity Trust Company, as executor, to file inventories of certain decedents’ estates, and to make settlements of its accounts of those estates where the executor had failed to make such settlements for more than two years. This Court, although stating in its opinion the view that the county judge should have required the Trust Company to file the inventories and to make the settlements demanded, refused to compel the county judge to perform these acts, stating its reason as follows: “The only question left for determination is: Should this court, if it has the authority, issue the writ? This question was before this court in the case of Montgomery v. Viers, 130 Ky. 694, 114 S.W.

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

Related

Mary Schulkers v. Kathleen Lape
Kentucky Supreme Court, 2026
Fritsch v. Caudill
146 S.W.3d 926 (Kentucky Supreme Court, 2004)
Garrard County Board of Education v. Jackson
12 S.W.3d 686 (Kentucky Supreme Court, 2000)
Southeastern United Medigroup, Inc. v. Hughes
952 S.W.2d 195 (Kentucky Supreme Court, 1997)
Futrell v. Shadoan
828 S.W.2d 649 (Kentucky Supreme Court, 1992)
Eaton v. Commonwealth
562 S.W.2d 637 (Kentucky Supreme Court, 1978)
The Louisville Trust Company v. Patricia R. Smith
330 F.2d 483 (Sixth Circuit, 1964)
Bender v. Eaton
343 S.W.2d 799 (Court of Appeals of Kentucky (pre-1976), 1961)
Louisville Trust Co. v. Smith
192 F. Supp. 396 (W.D. Kentucky, 1961)
Fannin v. Keck
296 S.W.2d 226 (Court of Appeals of Kentucky, 1956)
Boone v. Smith
263 S.W.2d 928 (Court of Appeals of Kentucky, 1954)

Cite This Page — Counsel Stack

Bluebook (online)
238 S.W.2d 844, 314 Ky. 850, 1951 Ky. LEXIS 823, Counsel Stack Legal Research, https://law.counselstack.com/opinion/smith-v-shamburger-kyctapp-1951.