Estate of Michael N. Bakarich v. Bakarich
Annotate this CaseThis interlocutory appeal centered on two provisions in a will related to an estate’s attorney’s fees: (1) the testator directed that his Co-Executrices not be personally liable for any expenses incurred in administering the estate, including attorney’s fees; and (2) the testator directed that the cost of any judicial challenge to the Co-Executrices’ actions or decisions would be borne by the beneficiary lodging the challenge, regardless of the outcome. One of ten beneficiaries lodged a challenge to the Co-Executrices’ actions. But the chancellor did not order that beneficiary to bear the estate’s attorney’s fees. Instead, the chancellor ordered the Co-Executrices to personally pay the attorney’s fees incurred by the estate. Because the chancellor’s decision on attorney’s fees appeared to contradict both provisions in the will, the Mississippi Supreme Court granted the Co-Executrices’ petition for interlocutory appeal. After review, the Supreme Court found the second provision shifting the attorney’s fees from the estate to the beneficiary is unenforceable. While a testator has authority to control his own assets, he does not have authority to compel a beneficiary to pay attorney’s fees. Thus, the Court affirmed the chancellor’s order to the extent it denied the Co-Executrices’ request that the beneficiary who judicially challenged their actions to pay the estate’s attorney’s fees. That said, the Court found the first provision relieving the Co-Executrices of personal responsibility for attorney’s fees was enforceable and consistent with Mississippi public policy. That portion of the chancellor’s decision was reversed and the matter remanded for further proceedings.
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