surcharge claim (California) · Go Syfert
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surcharge claim in California

5 California opinions name it 1 courts 1977–2023 3 in the last five years

The cases below were cited by California courts in a sentence that names this issue. Sides come from how each citing opinion treated the case (Syfertize flag on that citation), so a case can appear on both: that is where the law is contested. A red or yellow chip is the case's own overall treatment.

Followed or applied (1)

CaseFollowedCited
Piuma v. Minettigreen
cal · 1941 · cited in 2 California opinions naming this issue, 1977–1977
2 sentences

1977In the instant case counsel concerned was representing all of the objectors; as in Estate of Marre, 18 Cal.2d 191, 192 [ 144 P.2d 591 ], `[E]ach party must pay [her] own attorney's fees since [she] has benefited no one but [herself] in prosecuting [the] action....'" ( Estate of Harvey, supra, 224 Cal. App.2d 555, 561-562 .) (15b) Accordingly, the attorney's fees for the surcharge hearing and the disputed expense of employing the expert witness, Mr. McCarroll, to testify on behalf of the estates, are expenses attributable to litigation and are not proper items of surchargeable damages.

1977In the instant case counsel concerned was representing all of the objectors; as in Estate of Marré, 18 Cal.2d 191, 192 [ 144 P.2d 591 ], ‘[E]ach party must pay [her] own attorney’s fees since [she] has benefited no one but [herself] in prosecuting [the] action. . . .’ ” (Estate of Harvey, supra, 224 Cal.App.2d 555, 561-562 .) Accordingly, the attorney’s fees for the surcharge hearing and the disputed expense of employing the expert witness, Mr. McCarroll, to testify on behalf of the estates, are expenses attributable to litigation and are not proper items of surchargeable damages.

22

Distinguished, questioned or overruled (0)

CaseNegativeCited
No negative-treatment citations attached to this issue in California. Read the followed side critically anyway.

Also cited on this issue (5)

CaseCitedYears
LaMonte v. Sanwa Bank California green
calctapp · 1996
2 sentences

2023(Oates v. City of Lincoln (2001) 93 Cal.App.4th 25, 35 ; LaMonte v. Sanwa Bank of California 7 (1996) 45 Cal.App.4th 509, 517 .) The actions by Ashbrook that supply the elements and form the basis for liability are alleged in paragraph 165 of Jonathan’s petition.

2023(Oates v. City of Lincoln (2001) 93 Cal.App.4th 25, 35 ; LaMonte v. Sanwa Bank of California 7 (1996) 45 Cal.App.4th 509, 517 .) The actions by Ashbrook that supply the elements and form the basis for liability are alleged in paragraph 165 of Jonathan’s petition.

22023–2023
Oates v. City of Lincoln green
calctapp · 2001
2 sentences

2023(Oates v. City of Lincoln (2001) 93 Cal.App.4th 25, 35 ; LaMonte v. Sanwa Bank of California 7 (1996) 45 Cal.App.4th 509, 517 .) The actions by Ashbrook that supply the elements and form the basis for liability are alleged in paragraph 165 of Jonathan’s petition.

2023(Oates v. City of Lincoln (2001) 93 Cal.App.4th 25, 35 ; LaMonte v. Sanwa Bank of California 7 (1996) 45 Cal.App.4th 509, 517 .) The actions by Ashbrook that supply the elements and form the basis for liability are alleged in paragraph 165 of Jonathan’s petition.

22023–2023
Park v. Bd. of Trs. of the Cal. State Univ. green
cal · 2017
2 sentences

2023According to Ashbrook, the surcharge cause of action “is based entirely upon the litigation of Dr. Starr’s elder abuse lawsuit and Dr. Ashbrook’s petition for instructions . . . .” To determine whether the surcharge claim arises out of protected activity, we start by “consider[ing] the elements of the challenged claim and what actions by the defendant supply those elements and consequently form the basis for liability.” (Park, supra, 2 Cal.5th at p. 1063 .) To recover a surcharge against a trustee for breach of trust, the beneficiary has the burden of proving (1) the existence of a fiduciary r

2023According to Ashbrook, the surcharge cause of action “is based entirely upon the litigation of Dr. Starr’s elder abuse lawsuit and Dr. Ashbrook’s petition for instructions . . . .” To determine whether the surcharge claim arises out of protected activity, we start by “consider[ing] the elements of the challenged claim and what actions by the defendant supply those elements and consequently form the basis for liability.” (Park, supra, 2 Cal.5th at p. 1063 .) To recover a surcharge against a trustee for breach of trust, the beneficiary has the burden of proving (1) the existence of a fiduciary r

22023–2023
Estate of Harvey green
calctapp · 1964
2 sentences

1977In the instant case counsel concerned was representing all of the objectors; as in Estate of Marre, 18 Cal.2d 191, 192 [ 144 P.2d 591 ], `[E]ach party must pay [her] own attorney's fees since [she] has benefited no one but [herself] in prosecuting [the] action....'" ( Estate of Harvey, supra, 224 Cal. App.2d 555, 561-562 .) (15b) Accordingly, the attorney's fees for the surcharge hearing and the disputed expense of employing the expert witness, Mr. McCarroll, to testify on behalf of the estates, are expenses attributable to litigation and are not proper items of surchargeable damages.

1977In the instant case counsel concerned was representing all of the objectors; as in Estate of Marré, 18 Cal.2d 191, 192 [ 144 P.2d 591 ], ‘[E]ach party must pay [her] own attorney’s fees since [she] has benefited no one but [herself] in prosecuting [the] action. . . .’ ” (Estate of Harvey, supra, 224 Cal.App.2d 555, 561-562 .) Accordingly, the attorney’s fees for the surcharge hearing and the disputed expense of employing the expert witness, Mr. McCarroll, to testify on behalf of the estates, are expenses attributable to litigation and are not proper items of surchargeable damages.

21977–1977
Friend v. Salzwedel green
calctapp · 2015
1 sentence

2023(Estate of Moore, supra, 240 Cal.App.4th at pp. 1107-1109.) Appellant may not relitigate this issue.

12023–2023

Where else courts name it

CA 5 (1977–2023) CO 3 (2016–2020) FL 2 (2005–2025)

Opinions by the citing court's state. A doctrine retained in one state and abandoned in another shows up here as a year span that stalls.

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