Estate Administration

Appeal

Award of Expenses

In re Estate of Figueroa-Gomez, 76 S.W.3d 533 (Tex. App.—Corpus Christi 2002, no pet.).

 

Decedent’s estate was closed. Thereafter, Dependent Administrator obtained court approval for expenses she incurred in administering the estate. Independent Administrator then replaced Dependent Administrator as the personal representative of the estate. Independent Administrator subsequently asked the court to set aside the award of expenses. The court refused to do so and thus Independent Administrator appealed.

The appellate court affirmed. The court held that it had no jurisdiction to hear an appeal of the award of expenses because Independent Administrator waited over one year to appeal. The trial court’s order was a final judgment according to Probate Code § 312(d). Because Independent Administrator did not appeal this order in a timely fashion, the judgment became final and is not subject to collateral attack.

Moral: A person wishing to appeal an award of expenses must do so within the time periods specified by Texas Rule of Appellate Procedure 26.1.

 

Estate Administration

Compensation

Entitlement

In re Estate of Figueroa-Gomez, 76 S.W.3d 533 (Tex. App.—Corpus Christi 2002, no pet.).

 

Decedent’s estate was closed. Independent Administrator then replaced Dependent Administrator as the personal representative of the estate. Two months after being removed from office, Dependent Administrator requested and obtained court approval for a statutory commission. Independent Administrator subsequently asked the court to set aside the compensation award. The court refused to do so and thus Independent Administrator appealed.

The appellate court affirmed. The court began its analysis by explaining that the trial court had authority to award a statutory commission under Probate Code § 241. The court rejected Independent Administrator’s claim that no commission could be awarded because Dependent Administrator had not filed the administrator’s oath because the evidence showed that she had indeed filed an oath as a temporary administrator and the commission was for actions she took while serving as the temporary administrator.

The court also rejected Independent Executor’s argument that the trial court had no jurisdiction to award a commission because the estate had become an independent administration at the time the court made the award. Even though the original dependent administration ceased to exist when the independent administration began, the trial court retained jurisdiction over matters relating to the estate. The court quoted Probate Code § 145(h) which provides that actions subsequent to the filing of the inventory, appraisement, and list of claims in an independent administration proceed without court involvement. However, that section also provides that court involvement is proper if the Probate Code provides for court action as it does with regard to the payment of a commission under Probate Code § 241 (requiring court to act on applications from both dependent and independent administrators and requiring a court finding that the estate was managed in compliance with Probate Code standards).

Moral: A court may properly award a statutory commission to a dependent administrator even if the approval comes after the court appoints an independent administrator.



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