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Lincoln Nat. Life Ins. Co. v. Morthland

Supreme Court of Indiana
Nov 25, 1941
219 Ind. 187 (Ind. 1941)

Opinion

No. 27,595.

Filed November 25, 1941.

1. TRUSTS — Management and Disposal of Property — Officer Granted Authority to Incur Expenses — Rules of Civil Proceeding Not Applicable to Action. — The granting of authority by a court to an officer of the court to incur expenses incident to the administration of a trust is not an action to which the rules of civil procedure are applicable. p. 188.

2. TRUSTS — Management and Disposal of Property — Order Granting Authority to Pay for Stenographic Services — Appeal — Abuse of Discretion. — The action of a court in making an order granting the petition of a trustee of a trust for authority to pay for stenographic services rendered the trust in connection with an appeal is only reviewable for abuse of discretion. p. 188.

3. TRUSTS — Management and Disposal of Property — Compensation of Attorney for Prosecuting Appeal — Subsequent Order for Payment for Stenographic Services. — Fact that a trustee had previously obtained an order of court authorizing him to expend not exceeding $500 to compensate an attorney for prosecuting an appeal, and it was contended that stenographic services were to be paid from this fund as services to attorney, did not establish that the court abused its discretion in subsequently making an order authorizing the trustee to pay $250 for stenographic services rendered in connection with the appeal. p. 189.

From the Lake Circuit Court; Lawrence Becker, Judge.

Petition by John W. Morthland, trustee of the Northern States Life Insurance Company Trust, as such trustee, for authority to pay one Marian Jagadich $250 for stenographic services rendered the trust in connection with another appeal. From the granting of the petition, The Lincoln National Life Insurance Company appealed.

Affirmed.

Gavit Richardson, of Gary, for appellant.

Earl B. Stroup, of Hammond, for appellee Morthland.


The appellee Morthland is trustee of an equitable trust arising out of a contract between The Northern States Life Insurance Company and the appellant, The Lincoln National Life Insurance Company, as more fully appears in the opinion of this court in the case of Morthland, Trustee v. Lincoln Nat. Life Ins. Co. (1940), 216 Ind. 689, 25 N.E.2d 325. Subsequent to the above decision, the appellee Morthland, as trustee, filed his petition with the court having jurisdiction of the administration of said trust, asking authority to pay Marian Jagadich, nee Crist, $250 for stenographic services rendered the trust by her in connection with another appeal. The appellant resisted the petition and has appealed from the order granting the same.

The appellant claims that the trial court erred in denying: (1) Its motion to join additional parties; (2) its motion to require the trustee's petition to be separated into rhetorical paragraphs, in conformity with Rule 1-2 of this court, 1940 Revision; (3) its motion for the appointment of a special judge; and (4) its demand for a jury trial.

Granting authority to an officer of the court to incur expenses incident to the administration of a trust under the protection of the court is not an action to which the rules of civil 1, 2. procedure are applicable. The trial court committed no error in any of the rulings enumerated above. Such a proceeding as is presented by this record is only reviewable for abuse of discretion.

It is contended by the appellant that the petition ought not to have been granted, because the trustee had previously obtained an order of court authorizing him 3. to expend not exceeding $500 to compensate an attorney for prosecuting the appeal; that the attorney accepted employment on those terms; and that the expense of the services rendered by Marian Jagadich were incurred on behalf of the attorney, rather than the trust, and ought to have been so charged and deducted from the previous order. These facts fall far short of presenting such a situation as would warrant us in concluding that the trial court abused its discretion in making the order of which the appellant complains.

Judgment affirmed.

NOTE. — Reported in 37 N.E.2d 536.


Summaries of

Lincoln Nat. Life Ins. Co. v. Morthland

Supreme Court of Indiana
Nov 25, 1941
219 Ind. 187 (Ind. 1941)
Case details for

Lincoln Nat. Life Ins. Co. v. Morthland

Case Details

Full title:LINCOLN NATIONAL LIFE INSURANCE COMPANY v. MORTHLAND ET AL

Court:Supreme Court of Indiana

Date published: Nov 25, 1941

Citations

219 Ind. 187 (Ind. 1941)
37 N.E.2d 536