Sloan v. Duffy

Maeshall, J. It is contended by counsel for appellants that the trial court erred in allowing respondent to amend his account in the circuit court, bringing into the controversy matters not presented to the county court, since that tribunal had exclusive original jurisdiction in respect to the settlement of the administrator’s account. Sec. 4034, Stats. 1898, governing the subject of trials in such cases, provides, in effect, that the same shall be according to the practice in cases originally commenced in the circuit court. That permits the exercise of some discretionary authority in granting leave to amend within the scope of the account presented to the county court; but since the theory of such an appeal is that only matters passed upon by the court of first instance are to be reviewed, it would be an abuse of discretion, at least, to allow an entirely new claim to be first presented to the appellate tribunal. Doubtless the learned trial judge so viewed the matter, since, when leave to amend was granted, it was expressly restricted to subjects upon which the county court had theretofore passed. However, it is claimed with reason that respondent disregarded such restriction and included in his amended account twenty-one items, aggregating $26, and that [484] against objection by appellants’ counsel be was permitted to establish the same by evidence, and that tbe amount thereof was included in the judgment appealed from. It is claimed by respondent’s counsel that all such matters were in some way presented to the- county court and that the facts in that regard are disclosed by the record. We have carefully checked over and compared the various accounts and given respondent the benefit of all reasonable doubt in the matter, and yet it clearly appears that eight items, aggregating $10.75, were neither expressly nor by reasonable inference included in any matter heard in the county court. The other items complained of are in the account filed in such court in some form, or the subjects thereof are sufficiently referred to in the judgment of that court to fairly show that the same were there considered. It appears “that when respondent came to offer evidence respecting such items, the objections by appellants’ counsel were overruled without that consideration being given thereto which their importance demanded. Many of such objections should have been sustained, and the charges to which the evidence referred rejected. Such redress as under the practice of this court may properly be given appellants upon this appeal, for such prejudicial rulings, in view of the very small amount involved, must be accorded to them. Complaint is made because the court allowed respondent $300 for extraordinary services. Such complaint appears to be aimed, in the main, at some particular reasons assigned in support of the account and some change in the grounds for the claim in the circuit court from those urged in the county court. We do not need to review all of the reasons assigned by the trial court for the finding in respondent’s favor. There are some legitimate grounds therefor which the county court deemed sufficient in themselves. The mere change by amendment, made by respondent, in the particulars of the service and how the same came to be rendered or included originally in the account was within the legitimate field for amend [485] ments. Tlie trial court found as a fact that respondent, at the request of all the heirs who were active in looking after the estate, took charge of considerable real estate and spent considerable time in looking after the same, and that he performed, generally, all the legal services of settling up the estate, spending, in the whole, many days and parts of days in that regard. None of such services, under the circumstances of this case, was within the ordinary duties of respondent’s office. The performance of legal services was wholly outside thereof. If respondent had employed an attorney, as is usually done in such cases, and as the county court might properly have authorized him to do, the charges incident thereto, covering the period of respondent’s administration, would have amounted to quite a sum. There is enough in the evidence to warrant the belief that all the heirs who were active in securing respondent’s acceptance of the office of administrator, including all the appellants with possibly one exception, expected him to bring to the duties of such office «'the accomplishments which specially fitted him for the trust reposed in him and to accomplish the purposes of such trust without employing assistants, and that he would he adequately compensated therefor. The court had ample authority to allow respondent compensation for what he did, which was not required of him by virtue of his office. Sec. 3929, Stats. 1898. That provides that for all extraordinary services, such an allowance may he made as the court shall adjudge reasonable. Legal services are extraordinary services within the meaning of such statute, and so are all other services involving special skill or learning. 2 Woemer, Am. Law of Adm’n, § 529. So there was legitimate ground for allowing respondent compensation over and above the statutory fees. The amount which could he justly allowed was a matter required to be determined by the trial judge upon the evidence. In the exercise of his authority in that regard he possessed very broad [486] discretionary powers. Doubtless a careful administration thereof required respondent’s claim to be carefully scrutinized and all matters excluded therefrom not clearly within the scope of the statute authorizing extra compensation. It required the statutory authority in that regard to be viewed with strictness in favor of the estate, and the rate of compensation for matters deemed to be legitimate subjects therefor to be restrained to what was clearly just to the cestuis que trusteni from the standpoint of good business judgment. That courts are none too careful in dealing with property placed by the law under their control we have ample evidence in the matters brought before us for review. But this court is powerless to raise the standard in that regard above that which will just escape condemnation as abuse of discretionary power, further than what can be accomplished by judicial advice and admonition. Beyond that the standard of care in protecting property rights under judicial control, in the administration of trusts, depends on the conceptions of duty by trial judges and the pains taken by them to make the same effective. Ordinarily, we should say, that not only ought pay for extra services in a case like this be restrained to what is legitimate as to subjects and reasonable as to rate, excluding all reasonable doubts from the standpoint of the trustee, but the matters for which compensation is claimed should be required to be presented in such form that the questions involved can be passed upon in detail, and adversely interested parties may be able to definitely understand for what their money is used. In this case respondent’s claim was not so presented in all respects. It is quite general in its nature and was not made by evidence as definite as we would like to see such matters made before being made a basis for the use of trust funds to satisfy the same. However, we are unable to reach the conclusion that the trial court transcended the binad discretionary power possessed by it, either as to the manner in which the claim was presented or the amount allowed thereon. [487] What has been said covers all matters discussed in the briefs of counsel, calling, in our judgment, for special notice. Several suggestions axe made respecting respondent’s general conduct in administering hrs trust, bearing on his right to compensation for services. They were proper matters for consideration by the trial judge and were' by him, doubtless, in his judgment, given due weight in making up the conclusion complained of. As we are unable to see that he acted unreasonably in reaching the final result, we cannot properly overrule his conclusion, regardless of whether, as an original proposition, we would have come to the same conclusion as that embodied in the judgment. By the Court.• — The judgment appealed from is modified by deducting therefrom $10.75, and affirmed as so modified. Appellants’ costs in this court will be restricted to clerk’s fees and $10 for printing.