155 Mo. App. 574 | Mo. Ct. App. | 1911
Lead Opinion
Guided solely by the amended abstract .of the record of the proceedings in this cause, filed by counsel for appellants, it is very difficult to make an intelligible statement of exactly what is included as record proper and what is covered by the bill of exceptions: more than that, it is not quite clear how much of what is in this amended abstract was either in the record proper or even in evidence before the trial court.
Counsel for respondents attacked the original abstract, and again attack this amended one, filed by, leave of court, for various defects and omissions of. material matter. They are doubtless correct on some of their contentions but to put an end to the matter and endeavor to arrive at the very right of the controversy, we have concluded to ignore these objections.
Those counsel are in error, however, in contending that there is no evidence furnished by the record entries proper, showing that the bill of exceptions was filed within due time. -The abstract, as amended, does show this.
Counsel for respondent make the further point that there is nothing in this abstract of the record to show that the case was ever in the probate court of Pike county and appealed from that court to the circuit court. We do, however, find in the amended abstract, under the captain of the title of this cause,' what purported to be of the record of the probate court of Pike county. These entries show that final settlement of respondent, as administrator of the estate'of Emily Bralley, deceased, was filed in the probate court on the 23d of No
Counsel for appellant have also incorporated in their amended abstract certain entries as record entries of the probate court of Pike county in the matter of the estate of George L. Bralley, deceased, these pertaining particularly to the filing, on the 12th of February, 1906, in that court of- the final settlement of James E. Griffith, as executor. By this it appears that publication having been duly made, the matter of his final settlement was heard, the executor having filed in that court his accounts and vouchers, and that court “having seen, heard and examined said accounts and being fully advised in the premises, finds that the assets of said estate have been fully administered and that there remains no funds in the hands of said executor and belonging to said estate, and said settlement is by the court approved and said executor discharged.” Along with this is a. copy of the last will and testament of George L. Bralley, by which after making certain bequests of one dollar each to his sisters and their heirs, and a specific legacy of a gold 'watch and chain to a party named, the testator leaves all the rest, residue and remainder of his estate to his wife, Emily Bralley, and
It further appears by the testimony in the case that Mrs. Bralley was the mother of respondent, James E. Griffith, a child by a marriage prior to her marriage to George L. Bralley. George L. Bralley, hereafter referred to as Dr. Bralley, it appears, died on the 5th of April, 1903, and his wife, Mrs. Ejnily Bralley, died on the 25th of November, 1905. Mr. James E. Griffith appears to have been duly appointed as administrator of her estate. Mrs. Bralley was dead at the time respondent made final settlement as executor of the estate of Dr. Bralley. It further appears that when respondent filed his final settlement as administrator of the estate of Emily Bralley, in the probate court of Pike county, appellants, styling themselves the heirs of the estate of Mrs. Emily Bralley, filed objections and exceptions to the settlement. These are the- settlement and objections heretofore referred to and it is on them that the case is now before us. After objecting to various credits claimed by the administrator, among others items of sixty dollars allowed Messrs. Tapley & Fitzgerald, as attorneys in a certain partition suit and one hundred dollars allowed to J. E. Thompson, Esq., as an attorney’s fee for services rendered the administrator in connection with the estate, the principal objection, numbered 8, which was made, is as follows:
“Eighth. Your objectors and executors (exceptors?) say that James E. Griffith, administrator of the estate of Emily Bralley, deceased, has not charged himself with property that belonged to the estate, and they say that at the time of the. death of George L. Bralley he was indebted to said George L. Bralley, evidenced by a note, the exact amount your objectors and exceptors cannot name, but have reason to believe and do believe, and charge the fact to be that it is something over*580 three thousand dollars; that same has not been accounted for in the George L. Bralley estate nor the Emily Bralley estate, and that upon the death of George L. Bralley said note became the property of Emily Bralley, now deceased.
“Your objectors and exceptors further charge the fact to be that said James E. Griffith, as executor of the estate of George L. Bralley, deceased, in his first annual settlement claims to have paid to Emily Bralley, deceased, the sum of $1629.14, and has her receipt therefor, and that in his second annual settlement he claims to helve paid said Emily Bralley the sum of $1158.10, the two items aggregating $2787.24; that said administrator has not charged himself with, but that said money passed into his hands.”
We are not advised by the abstract as to how many or which, if any, of these objections were overruled in the probate court. On appeal to the circuit court, the cause there coming on to be heard on these objections and exceptions, the court, on its own motion referred the whole matter to a referee, on the ground that it involved an examination of a long account. The referee was directed to hear and take the testimony and report it, with his conclusions.to the court. The testimony was taken before the referee, who. made his report, not sustaining the eighth objection as above, but disallowing the items covering the disbursements by the attorneys, above referred to. It is not important to note his action on other items. On this report of the referee being filed in court, exceptions were filed to it by both parties, heard, considered, and defendants’ objection overruled to the disallowance' of the $60 to Messrs. Tapley & Fitzgerald, but sustained as to the disallowance of $100 to Mr. Thompson and as to certain taxes, and were overruled as to plaintiffs’ eighth objection, as well as to other miner objections. Whereupon appellants, objectors below, filed their motion for a new trial
While in a case of this kind, involuntary reference, we have the right and power, as in cases in equity, to-determine for ourselves the correctness of the conclusion arrived at by the referee and by the court; we have •held in several cases, following the decision of our Supreme Court, that the action of the referee and of the trial court is always persuasive and will not be lightly disturbed. [See Reifschneider v. Beck, 148 Mo. App. 725, 129 S. W. 282.] We see no reason to depart from that rule in this case. More especially is that so, as we have arrived at the conclusion that this eighth objection, which is the material one in the case, and the one around which the controversy turns, should not have been entertained. This not only on consideration of facts connected with it, but as a matter of law.
Before entering upon a consideration of the eighth objection, however, it is as well to say now that we have considered the objection which was specifically made to' the allowance of a eredit to the administrator for a disbursement made by hinu to Mr. Thompson for legal services in advising the administrator in the matters of his administration, and consider it to have been properly overruled by the trial court. The objection seems to be based on the idea that Mr. Thompson, representing Mr. Griffith and his wife in presenting a claim in the probate court against the estate, he assumed an antagonistic position toward the estate and thereby debarred himself from further employment and forfeited all claim to compensation for services in advising the administrator, and that therefore the administrator should not be allowed credit for the amount paid him. The law recognizes that an administrator may assume the attitude of a mere creditor.against the estate without forfeiting his office or right to compensation. It provides for the appointment by the court of “some suitable person to appear and manage the defense.” The
This brings us to tbe consideration of tbe eighth objection. That objection goes to two' transactions, as will be noted: first, an effort to charge this administrator with a note given by him to Dr. Bralley; second, to disallow bim a credit for two sums, aggregating $2787.24, claimed to have been paid by bim to Mrs. Bralley. Tbe respondent introduced in evidence two receipts by Mrs. Bralley, one dated August 1, 1905, acknowledging tbe receipt from Mr. Griffith, as executor, of tbe sum of $1158.10; tbe other for $1629.14, dated May 14, 1904. Tbe last, signed by Mrs. Bralley, as legatee under tbe will of George L. Bralley, deceased.
As to the note, it appears ( very clearly that it was not for $3000 but for $2525, executed by Mr. Griffith to the order of George L. Bralley, dated April 6, 1896, payable one day after date, with interest from date at the rate of 8 per cent per annum, to be compounded annually; that there was indorsed on the back of the note a credit for $633.64, that credit being January 24, 1899, and “paying interest to that date and reducing the principal to $2500.” There was also introduced in evidence a letter from George L. Bralley to Mr. Griffith, his stepson, the respondent here, which letter is as follows: “Enclosed please find your note which make to you a present. It may figure in your favor later. Yours sincerely, G. L. Bralley. I want to see you when you come down.” Along with the letter was introduced the envelope in which it was claimed it was contained, which is postmarked Louisiana, Mo., July 9th, 10:30 a. m., 1902, and is addressed to James E. Griffith, Bowling Green, Mo., and is stamped with the name of the Mercantile Bank of Louisiana, Mo. The letter is on the letterhead of that bank but is undated and across the face of the note, as appears by the testimony in the case, is written the word “Paid.” Nothing in the way of substantial testimony contradicts the fact that Dr. Bralley returned this note to Mr. Griffith as paid. He did it, apparently as a gift, as he had a right to do.
The error of law, however, in entertaining or even considering this eighth objection at all lies in this: This eighth objection is made to the final settlement of Mr. Griffith, as administrator of the estate of his mother, Mrs. Bralley. All the transactions involved in this eighth objection, when examined, go to his acts as executor in the estate of Dr. Bralley. He is here charged to have failed to account for matters involved in his administration of the estate of his stepfather, George L. Bralley. But, as admitted, Mr. Griffith made final settlement of that estate in 1906; Ms final settlement, was approved and he was then duly discharged. It is true that this was after the death of his mother, Mrs. Bralley. That, however, is immaterial in this case. It appears that the objectors were heirs of Mrs. Bralley and apparently legatees under her will, although this latter is not clear, for her will, if she made one, is not in evidence. They were parties in interest in her estate. On her death and between that and while the administration of Mrs. Bralley’s estate was still open and unsettled, they could have proceeded against the executor under what are now sections 70, 71, 72, 73 and 74, R. S. 1909, formerly sections 74 to 78 of our statutes of 1899. These sections have been the law of our state for many years in their present shape, save that by Act of June 14, 1909 (Laws 1909, p. 93), what was section 78 of the statutes of 1899 (now section 74), was amended by adding certain words to it not now pertinent. These sections have been very thoroughly considered 'by this court, Judge Goode delivering the opinion, in In re Estate of Huffman, 132 Mo. App. 44, 111 S. W. 848, where the course of de
Moreover, in addition to the proceeding under these sections, it was open to these appellants, or objectors, to have resisted the approval of the final settlement of Dr. Bralley’s estate, and to have attacked the final settlement which Mr. Griffith had made as executor of that estate, as for a fraudulent administration, or for devastavit. The payments to Mrs. Bralley which are assailed were made and allowed as disbursements in the settlement of.. Dr. Bralley’s estate and covered by the final settlement; so, too, it nowhere appeared in Mr. Griffith’s settlements that he had charged himself with the $2500 note. These matters, if assailable at all, can only be assailed by direct attack On the order of approval and discharge which was entered by the probate court on that final settlement. [Williams, Admr., v. Heirs of Petticrew, 62 Mo. 460, l. c. 467.] If they were illegal only, mere illegal allowances or even omissions of proper debits are not sufficient to set aside a final settlement, or open up matters necessarily passed on in arriving at and approving the final settlement. [Baldwin v. Dalton, 168 Mo. 20, l. c. 35, 67 S. W. 599; In re Estate of Judy, 166 Mo. 13, l. c. 19, 65 S. W. 993.]
It is settled by such a long and consistent line of decisions in our state, commencing with Caldwell v. Lockridge, 9 Mo. 358, decided in 1845, and adhered to down to the latest case of which we have knowl
Without going into this case any further, it is sufficient to say that the action of the circuit court on the objections made to this settlement, both as to the items approved and to those disapproved, should be and is affirmed.
Dissenting Opinion
DISSENTING OPINION.
I do not concur in so much of the opinion as declares it proper for the attorney representing the administrator in the course of administering the estate to institute a suit against the estate for the administrator and that such attorney in no manner represents the estate. My understanding of the law is to the contrary of this proposition. The statutes provide that if an administrator presents a demand against
The point I desire to emphasize is, that I decline to indorse the proposition that the attorney for the estate may abandon it and institute and prosecute a suit against the estate for the administrator, for this countenances and permits a practice whereby such attorney may employ information obtained by him while enjoying the confidential relation of counselor for the estate to its detriment in the suit he prosecutes for the administrator.
For the reasons stated, I dissent from so much of the opinion as deals with this matter and believe the item of compensation to the attorney should be denied. Aside from this, I concur in the views of the court expressed as to other questions.