Self v. Roper
Self v. Roper
Opinion
Cassie Fisk Buckner died intestate. At the time of her death, she owned approximately 138 acres of real property in Limestone County, Alabama. Joseph William Roper, a "double first cousin," was appointed as the personal representative of the intestate estate. Roper, concluding that the property could not be divided in kind, filed a complaint requesting a sale for division, attorney fees, and expenses.
The trial court issued an order, permitting the sale of the real property by public auction. The property sold for $492,399.10. A confirmation hearing was held on August 23, 1995. The trial court entered its final judgment on August 29, 1995.
Among other things, the trial court, in its August 29, 1995, judgment, divided the proceeds of the sale and awarded Roper $23,738.29, pursuant to §
Arthor Self, another relative of the decedent, then filed a post-judgment motion, requesting that the judgment be set aside as to certain issues. The motion was denied by operation of law. Self appeals.
Initially, Self asserts that the August 29, 1995, judgment was not a final judgment for purposes of this appeal.
A judgment that "declares the rights of the parties and settles the equities is final even though further proceedings by the court are envisioned so as to effectuate the decree."Wilson v. Wilson,
The trial court in this action determined all the rights and equities of the parties in its final judgment of August 29, 1995. It decided all the matters before it in such a manner as to completely resolve every issue in controversy. The opportunity to present post-judgment objections and the post-judgment proceedings were measures taken by the trial court to effectuate the August 29, 1995, final judgment. We find the August 29, 1995, judgment to be final and supportive of this appeal.
Self argues that the trial court erred in failing to correct an improper computation in the order of distribution. Roper agrees that the calculation error is in need of correction. Therefore, we remand that issue to the trial court for a recalculation.
Self next asserts that the trial court erred in awarding to Roper $23,738.29 in personal representative fees.
Section
"(a) A personal representative is entitled to reasonable compensation for services as may appear to the court to be fair considering such factors that may include, but are not limited to, the novelty and difficulty of the administrative process, the skill requisite to perform the service, the likelihood that the acceptance of the particular employment will preclude other employment, the fee customarily charged in the locality for similar services, the amount involved and the results obtained, the requirements imposed by the circumstances and condition of the estate, the nature and length of the professional relationship with the decedent, the experience, reputation, diligence, and ability of the person performing the services, the liability, financial or otherwise, of the personal representative, or the risk and responsibility involved, which shall not exceed two and one-half percent of the value of all property received and under the possession and control of the personal representative and two and one-half percent of all disbursements."
Section
There are two exceptions to the above-stated general rule regarding the devolution of the intestate decedent's real property: The first exception is that the devolution of a decedent's real property is subject to the rights of creditors and to administration. §
The parties stipulated that the administration of the estate of Buckner was a separate civil action and that there was on deposit in the estate administration proceeding approximately $300,000, with no known debts of the estate with the exception of potential tax liability. The maximum estate tax liability was estimated to be $60,000 and was substantially less than the $300,000 available for the payment of debts. Therefore, Roper could not have concluded that possession and control of the real property was necessary for purposes of administration.
Sections
In this proceeding the sale for division was brought under §
The two exceptions to the general rule are inapplicable to the facts before us. Roper was not in possession or control of the real property. Therefore, the trial court's finding that he was entitled to a personal representative fee pursuant to Code 1975, §
As this action was not brought under §
Self finally asserts that the trial court erred in refusing to award him attorney fees from the common fund, pursuant to §
Section
In Matthews v. Lytle,
"To permit counsel for [defendant] to have a fee out of the estate, he must have been employed to render and did perform some service for the common benefit of all, which in due course of the proceeding other counsel had not been employed to render, or had unduly failed to perform, unless in the discretion of the court it appears that a case is presented in which more than one counsel should be employed for the common benefit. Under the statute, this is largely controlled by the discretion of the court, subject to proper review."
As can be seen from the outcome of this appeal, the actions of Self's attorney were rendered for the benefit of all the descendants. We, therefore, find that his attorney is entitled to payment from the common fund.
The judgment of the trial court is reversed. The cause is remanded for the trial court to recalculate the percentages in the order of distribution, to expunge Roper's personal representative fee, and to award attorney fees from the common fund to Self's attorney, if determined appropriate.
The foregoing opinion was prepared by Retired Appellate Judge L. CHARLES WRIGHT while serving on active duty status as a judge of this court under the provisions of §
REVERSED AND REMANDED WITH INSTRUCTIONS.
ROBERTSON, P.J., and YATES, and CRAWLEY, JJ., concur.
MONROE, J., concurs in the result.
Reference
- Full Case Name
- Arthor Self v. Joseph William Roper, Etc.
- Cited By
- 6 cases
- Status
- Published