Varney's Ex'r v. Staton

220 S.W.2d 855, 310 Ky. 322, 1949 Ky. LEXIS 924
CourtCourt of Appeals of Kentucky (pre-1976)
DecidedMay 17, 1949
StatusPublished

This text of 220 S.W.2d 855 (Varney's Ex'r v. Staton) is published on Counsel Stack Legal Research, covering Court of Appeals of Kentucky (pre-1976) primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Varney's Ex'r v. Staton, 220 S.W.2d 855, 310 Ky. 322, 1949 Ky. LEXIS 924 (Ky. 1949).

Opinion

Opinion op the Court by

Judge Knight

Affirming in part, reversing in part.

This is a suit brought by appellee against appellants to recover the sum of $4850 for legal services alleged to have been rendered appellants over a period of twenty years prior to the filing of the suit in 1941. The case was referred to the 'Master Commissioner of the Pike Circuit Court who after hearing testimony filed a report recommending that appellee recover the sum of $4,000 against the joint and several estates of Alex Varney and Pricy Varney to be collected from George Pin-son, executor of both estates. He further recommended that appellee recover of Nancy Jane Varney, one of the appellants herein, the sum of $500 upon her admission that she was indebted to appellee in that sum. Exceptions were filed to this report and were sustained in part and overruled in part with the final result that the Chancellor entered a judgment adjudging that appellee recover the sum of $2000 against George Pinson, Jr., executor of the estate of Alex Varney, deceased, and nothing against the estate of Pricy Varney. It further adjudged that appellee recover of Nancy Jane Varney the sum of $500. Appellants appeal from so much of that judgment as allows recovery of $2000 against the estate of Alex Varney, and appellee cross-appeals from so much of the judgment as denies recovery of $4000 against one or both estates. There is no appeal prosecuted by Nancy Jane Varney from the judgment against her.

*324 The items set out in appellee’s petition as the services rendered the estate of Alex Varney and the charge for each item are briefly as follows:

Probating WILL of Alex Varney $ 125.00

Suit, George Pinson, Exor. v. W. T. Goff 50.00

Lease to Wade Coal Co. 100.00

Lease to R. G. Bailey, Etc. 200.00

Suit, George Pinson, Exor. v. Bailey Coal Co. 500.00

Advising and assisting in Bailey Fuel Co. lease 150.00

Written opinion construing Alex Varney will 50.00

Retainer for George Pinson, Jr., Exor. from date of probating WILL, for a period of 20 yrs. @ $150, per year, total 3,000.00

Case of Goosling v. Pinson Exor. in Pike Circuit Court, and Court of Appeals 300.00

$4475.00

The credits against these charges and the dates of these credits as listed in the amended and reformed petition follow:

October 2, 1930, Credit by check $300.00

December 21, 1932 “ “ “ 250.00

September 24, 1935 “ “ “ 100.00

June 9, 1935 “ “ “ 25.00

October 1, 1935 “ “ “ 50.00

$725.00

This leaves a total of $3750 which appellee claims is due him either from the estate of Alex Varney or Pricy Varney. He then sets up three additional items which he says are services rendered the executor and real representatives, including services in the bankruptcy court totaling $1100, thus making the total of $4850 prayed for in the petition. $500 of the $1100 above referred to is represented by the judgment obtained against Nancy Jane Varney, who admitted liability in the bankruptcy matter, and no appeal has been prosecuted from that judgment. There is no satisfactory proof to sustain the remaining $600 of this $1100 claim, leaving for our consideration only the $3750 listed above.

Proof in the case, consisting largely of exhibits, is voluminous and an extensive record of fivé large volumes totaling over 700 pages has been built up and *325 brought to this court on appeal. Much of this record was wholly unnecessary, containing as it does complete court records of other cases and the complete lengthy opinions of the Court of Appeals in cases that have been before this court on appeal and which, of course, are available to this court without the expense of copying into this record. No purpose would be served by summarizing this proof and no attempt will be made to do so. However, we have carefully read and considered it all and we think it fairly establishes that appellee performed extensive legal services to the estate of Alex Varney from his death in 1919 until appellee ceased to act in that capacity some years later.

The size of Alex Varney’s estate is not definitely shown in the record, but it was a large estate and included a large quantity of mountain coal land in Pike County. Appellee and appellant George Pinson, Jr. were named executors of decedent’s will, but only Pin-son qualified as such and he employed appellee as attorney for the estate. Although the executor was not specifically named as trustee he was given such extensive duties under the will as to make him virtually a trustee to carry out the purposes of the will and he was still acting as such when this suit was filed by appellee in 1941. Under the will decedent’s wife, Pricy Varney, was devised a lifetime estate in the real estate after which his daughter, Nancy J. Varney Goosling, was given a life estate with remainder in fee to her children, all of whom are now of age and are parties to this suit. His executor was given power in his discretion to execute leases for the coal and other minerals on the lands owned by decedent and to pay to his said daughter and her children such sums as he deemed necessary for their comfort and support. Many such leases were executed and some litigation resulted, much legal advice was necessary and appellee as attorney handled these legal matters for the estate. One of these cases in which appellee took part as attorney, and for which a charge of $300 was made as set out in the petition, came before this court under the style of Goosling v. Pinson Ex’r, 198 Ky. 57, 248 S. W. 248, and which case may be read with interest as background in the present case.

As the result of the decision in the Goosling-Pinson *326 case, supra, Pricy Varney, life tenant under the will of Alex Varney, became entitled to the royalties on certain coal leases which Alex Varney had executed before he died and over which his executor had no control. With the royalties at her command, she and her daughter Nancy Jane Varney, who had become divorced from her former husband G-oosling, became surety for a kinsman to the extent of some $150,000, and upon his failure they were forced into bankruptcy which continued from 1925 to 1937. This bankruptcy did not directly involve the estate of Alex Varney, but only the royalties from the leases on parts of his land and the private property of Pricy Varney, but it nevertheless threw additional burdens on the executor of his estate and on appellee as attorney for the estate. Appellee rendered considerable services to Nancy J. Varney in connection with this bankruptcy proceeding by delaying the sale of the leases involved at a sacrifice and in assisting in working out a composition with the creditors for about $21,000 which was finally paid out of the royalties. It is for part of his work in this connection that the judgment for $500 was given appellee against Nancy J. Varney in the general judgment in this case and from which part of said judgment there has been no appeal.

During the progress of these bankruptcy proceedings Pricy Varney, who had a considerable estate of her own, died and her will was probated on July 9, 1932.

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Related

Goosling v. Pinson
248 S.W. 248 (Court of Appeals of Kentucky, 1923)

Cite This Page — Counsel Stack

Bluebook (online)
220 S.W.2d 855, 310 Ky. 322, 1949 Ky. LEXIS 924, Counsel Stack Legal Research, https://law.counselstack.com/opinion/varneys-exr-v-staton-kyctapphigh-1949.