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ESTATE OF McLEMORE v. McLemore
63 So. 3d 468
Miss.
2011
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Background

  • William F. McLemore appointed Colleen McLemore and Gerald McLemore as coexecutors and cotrustees of his will and trusts; after his death, disputes arose over ownership, loans, and compensation among the four sons and the remnants of the trusts.
  • The Elvis Ranch property became a focal point, with competing sale proposals and contested funding of the family and marital trusts; multiple proposed sales were never consummated.</n>
  • Colleen continued administering the estate, providing funds to Dennis and Shannon, while Gerald challenged ownership and sought removal and accounting; Colleen later died, rendering her estate the substitute plaintiff while Gerald remained executor and trustee pending removal issues.
  • The living trust split William’s assets into a marital trust and a family trust; the marital trust was to fund Colleen’s lifetime income and taxes, with the family trust funding distributions to the four sons, and funding deficiencies left unresolved at William’s death.
  • Post-death litigation included substantial attorney-fee petitions, fiduciary commissions, and various post-trial orders regarding transfers, accounting, and enforcement actions, culminating in estate-closing orders in 2009.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Attorney-fee awards were proper. Autry’s fees were beneficial to the estate and Colleen’s interests. Fees lacked statutory/ testamentary authority and benefited non-estate interests. Fees awarded; supported by Becht-like principles and estate-benefit.
Rule 60 motion to reduce Autry’s fees and disgorgement was proper. Newly discovered fee agreement justified higher award; no fraud found. Non-disclosure warrants reduction and disgorgement. Rule 60 order affirmed; disgorgement upheld.
Rule 11 sanctions against Autry were proper. Autry’s conduct could be sanction-worthy due to misleading fee-practice. Sanctions not warranted; case highly contentious. Sanctions denial affirmed.
Colleen’s Estate fiduciary compensation as coexecutor Colleen’s services benefited the William estate; compensation appropriate. Colleen’s alleged maladministration nullifies compensation. Compensation awarded to Colleen’s estate; Gerald estopped from challenging.
Transfer of Elvis property from the family trust Transfer was necessary to protect beneficiaries and finalize the estate. Gerald, as interim trustee, had limited authority; transfer unwise. Chancellor did not abuse discretion; transfer ordered with protections.

Key Cases Cited

  • Lowrey v. Lowrey, 25 So. 3d 274 (Miss. 2009) (standards for reviewing chancellor findings and de novo review of legal conclusions)
  • Becht v. Miller, 273 N.W.2d 294 (Neb. 1937) (allowance of guardian/estate expenses to beneficial non-fiduciary stewards when services benefitted the estate)
  • In re Estate of Gillies, 830 So.2d 640 (Miss. 2002) (attorney-fee entitlement limits for nonstatutory award in estate disputes)
  • In re Estate of Thomas, 28 So.3d 627 (Miss. Ct. App. 2009) (benefits to estate can justify attorney-fee awards to beneficiaries when necessary)
  • Upchurch Plumbing, Inc. v. Greenwood Utils. Comm'n, 964 So.2d 1100 (Miss. 2007) (prejudgment-interest discretion and when it is appropriate)
Read the full case

Case Details

Case Name: ESTATE OF McLEMORE v. McLemore
Court Name: Mississippi Supreme Court
Date Published: Mar 31, 2011
Citation: 63 So. 3d 468
Docket Number: 2007-CA-02043-SCT, 2009-CA-00784-SCT
Court Abbreviation: Miss.