Title: In Re Estate of Whitehead
Citation: 287 So. 2d 9
Docket Number: 43867
State: Florida
Issuer: Florida Supreme Court
Date: December 5, 1973

287 So. 2d 9 (1973)
In re ESTATE OF Lillian B. WHITEHEAD, Deceased.
No. 43867.

Supreme Court of Florida.
December 5, 1973.
Mike Krasny of Storms, Pappas &amp; Krasny, Melbourne, for petitioner.
Palmer W. Collins of Collins &amp; Clark, Melbourne and L.C. Crofton of Crofton, Holland &amp; Starling, Titusville, for respondents.
ROBERTS, Justice.
This cause is before us on certiorari granted to review the decision of the District Court of Appeal, Fourth District, reported at 278 So. 2d 346 (Fla.App. 1973) which conflicts with In Re Estate of MacPhee, 216 So. 2d 489 (Fla.App. 1968). We have jurisdiction pursuant to Article V, Section 3(b) (3), Florida Constitution, 1973 F.S.A.
The cause presently before us involves only the question of whether the trial court erred in entering an order allowing attorney's fees to respondents' attorneys. It appears that decedent, Lillian Whitehead, had executed two wills, one dated August 30, 1960, and the other dated October, 1966. Both wills were offered for probate.
Bessie Baillie was legatee under the will of 1960 and the will of 1966. She employed the law firm of Collins and Clark to contest the will of 1966 on the grounds of undue influence and to propose the will of 1960. L.C. Crofton was the named executor in the will of 1960 and proposed said will for probate simultaneous with contesting the will of 1966. The lower court admitted the will of 1966 to probate and denied probate to the will of 1960. Upon appeal of this decision, the DCA-4 affirmed the trial court's judgment and found there to have been no undue influence upon the decedent in the execution of *10 the 1966 will [248 So. 2d 186]. This Court denied certiorari, reported at 252 So. 2d 798. The trial court in admitting the will executed by decedent on October 14, 1966, reserved for future determination in separate proceeding by that court's order of June 18, 1970, the awarding of court costs. Subsequent to the above appeals, Bessie Baillie, contestant of the 1966 will and proponent of the 1960 will, and L.C. Crofton, Executor and proponent of the will of 1960, petitioned the lower court for attorneys' fees and costs. In a lengthy order the trial judge awarded attorneys' fees to Baillie and Crofton. Upon appeal, the DCA-4 per curiam affirmed this order of the trial court without opinion.
The trial court found, inter alia, that Baillie and Crofton, as proponents of the 1960 will acted in good faith in proposing same for probate, that their conduct was free from fraud, and that they were justified in proposing said will for probate, that the instant litigation benefited the estate in that the decedent's will was determined and the "law of the case" was established, citing In re Estate of C. Minnie MacPhee, 216 So. 2d 489 (Fla.App.), that the attorneys' fees herein ordered paid were payable initially on a contingent basis, but the materialization of the contingency is not a prerequisite to the ordering of payment of attorneys' fees because of the existence of Rule 5.090(c) of the Probate and Guardianship Rules, that each proponent of the will of 1960 is entitled to attorneys' fees for counsel of their choosing.
The District Court by per curiam affirmance affirmed the result of the trial judge and found no abuse of discretion.
Although the decision of the District Court of Appeal sub judice conflicts with In re Estate of MacPhee, supra, wherein the District Court of Appeal, Second District, held that one of the prerequisites essential to consideration of the trial judge in determining within his sound judicial discretion whether attorney's fees should be granted a proponent of a will, to be: "... (4) if the attorney's fees were payable on a contingent basis, such contingency materialized," we agree with the holding of the trial court in the instant cause and the affirmation thereof by the District Court of Appeal, Fourth District.
Rule 5.090, Probate and Guardianship Rules, provides,
Relying mainly on this Court's decision of Watts v. Newport, 150 Fla. 288, 7 So. 2d 104 (1942) [one of a series of Watts v. Newport (In re Estate of Graham) cases] which predated Rule 5.090, Probate and Guardianship Rules, and which decision was altered, amended, modified and reversed by the subsequent decision of this Court in Watts v. Newport, 151 Fla. 209, 9 So. 2d 417 (Fla. 1942), the Second District Court of Appeal in In re Estate of MacPhee, supra, stated,
Initially in Watts v. Newport, 150 Fla. 288, 7 So. 2d 104, this Court had opined, as follows:
However, subsequently, in Watts v. Newport, 151 Fla. 209, 9 So. 2d 417 (1942), this Court in ruling on a petition for clarification of its former decision reported at 7 So. 2d 104 modified, amended, altered and reversed its earlier opinion reported at 7 So. 2d 104 and emphasized that probate courts or judges sitting as a probate court are clothed with sound judicial discretion in allowing or disallowing costs and attorneys' fees and can or may be reversed on appeal only for an abuse thereof. The question raised therein was whether reasonable compensation should be awarded attorneys for services rendered in an unsuccessful effort to obtain an order admitting to probate a 1937 will. This Court held that regardless of the fact that the contingency of the contingent fee contract  the probate of the 1937 will  did not materialize, the attorneys for proponents of the will may recover fees in the discretion of probate judge if they acted in good faith and their efforts benefited the estate. See Watts v. Newport, 151 Fla. 209, 9 So. 2d 417 at 420-421. This Court then remanded to probate court to consider whether fees should be allowed under the specified guidelines for the determination thereof and the probate court determined that the proponents had not acted in good faith and should therefore not be entitled to fees.
The statutory provision controlling in Watts v. Newport, supra, is very similar to the rule applicable sub judice. Section 51 of Chapter 16103, Laws of Florida, 1933[1], provided:
Rule 5.090 replaces the term "executor" of a will by the term "proponent" of a will and replaces the phrase "shall generally receive" with "shall receive." The principles enunciated in Watts v. Newport, 151 Fla. 209, 9 So. 2d 417, are applicable to the instant cause. Therein this Court explicitly stated:
Relative to the requirement that the estate be benefited, this Court in Watts v. Newport, 151 Fla. 209, 9 So. 2d 417, involving a contest between two wills, wherein the successful party objected that the unsuccessful proponent had made no benefit to the estate, this Court opined:
Since the general rule is to be as economical as possible in administering an estate, there should not be a multitude of spurious wills proffered. Under Rule 5.090, Probate and Guardianship rules, the probate court should be very cautious in determining that special circumstances and situations exist that justify the unsuccessful attempt to probate a will made prior to the last will and testament. However, sub judice, there is evidence that the testatrix for some time prior to the making of the newest and last will was severely addicted to alcohol and drugs with consequent resulting emotional disturbances that required appointment of a trustee to care for her in 1962 and subsequently required her confinement to a mental institution in 1964 due to chronic and acute alcoholism plus barbiturate habituation. Her condition was diagnosed as passive-aggressive personality, depression, paranoid trends and addiction to drugs and alcohol. Against medical advice, she was released in 1965 and letters of discharge were issued in December, 1966. Shortly after her release from the mental institution, she executed the last will which has been admitted to probate.
All of these circumstances were brought to the attention of the attorneys prior to their offering the earlier 1960 will for probate and the trial court in granting proponents of this will attorneys' fees obviously reasoned that the attorneys had good cause and acted in good faith in proposing the 1960 will and objecting to the last will. If the newest will had been rejected for lack of testamentary capacity, the older will (1960 will) was next in line. We agree with the trial court's findings that under the circumstances the proponents of the 1960 will and their attorneys had reason to and did act to the benefit of the estate free from fraud in utmost good faith and had a right to believe that the will being offered by them was the last will of the testatrix during her normal capacity to make a will.
In view of the foregoing, we believe that the probate court and the District Court of *13 Appeal, Fourth District, in the instant cause were correct in concluding that the attorneys for the proponents of the older will were entitled to compensation under Rule 5.090, Probate and Guardianship Rules. There was competent and substantial evidence to support the discretionary finding of the probate judge and the District Court properly affirmed his findings.
Accordingly we approve the decision of the District Court of Appeal and the writ of certiorari heretofore issued is discharged.
It is so ordered.
CARLTON, C.J., and ADKINS and BOYD, JJ., concur.
ERVIN, J., concurs specially.
ERVIN, Justice (Specially concurring):
I agree that the well-reasoned opinion of Justice Roberts follows stare decisis and prevailing regulations, particularly Rule 5.090(c) of the Probate and Guardianship Rules and consequently allowance of counsel fees should be sustained in this case.
The attorneys who represented Mrs. Bessie Baillie and Mr. L.C. Crofton had the right to rely upon these existing rules and precedents and accordingly committed their energies and skills in representing Mrs. Baillie and Mr. Crofton in proposing the 1960 will for probate. They are highly reputable and conscientious counsel. However, had not the existing rules and precedential law countenanced their legal representation of Mrs. Baillie and Mr. Crofton  an overriding equitable consideration  I would not agree that they are entitled to the fees awarded. I do not believe there is right and justice for such attorney fees to be charged against estates where the proponents of proposed wills are unsuccessful. There is growing criticism of the high costs attendant to the probate and administration of estates. I think this Court should amend the probate rules or should have stated in the opinion in this case that prospectively no future fees of this kind will be authorized for payment out of the funds of estates. See Wallace v. Sheldon, 56 Neb. 55, 76 N.W. 418; Handbook of the Law on Wills 559 (2d Ed. 1953); 2 Page, A Treatise on the Law of Wills, Sect. 705, 706 (3rd Ed. 1941).
[1]  Now brought down as Section 732.14, Florida Statutes F.S.A. Also see Chapter 73-334, Laws of Florida.