Billings pro expenses3/19/2023 ![]() Included within the accounting were petitions for payment of partial statutory executrix fees, for reimbursement of executrix's expenses, for payment of statutory attorney fees, for reimbursement of attorney expenses, for extraordinary attorney fees, and for payment to tax attorney. On May 5, 1989, Montag submitted her fourth annual accounting and report of executrix to the probate court for approval. Jason Kaplan, the estate's certified tax specialist. Sims the attorneys of record for the beneficiaries and J. Brown, CPA, to assist her with "various accounting and income tax matters, preparation of corporation and partnership payroll returns, preparation of annual probate accountings, preparation of Federal and State income tax returns, correspondence with the Internal Revenue Service, calculation and preparation of print-out of proposed distribution to heirs and many other related accounting services." Brown's services also included consultations with Montag the estate's attorney, Ferman W. ![]() Immediately after her appointment, Montag retained Clifford M. His last will and testament named his sister, Montag, as executrix and on July 25, 1985, she was duly appointed to that position with authority to administer George's estate without court supervision under the Independent Administration of Estates Act. Billings, Kimberly Mae Billings-Nobilette, and Stephen T. Billings, and three children from an earlier marriage (Craig M. At the time of his death, he was survived by his spouse Joy L. Montag claims the trial court erred by "reducing executrix's fee," and by failing to provide her with a statement of decision pursuant to Code of Civil Procedurefn. Billings, appeals from an order of the probate court denying her claim for partial payment of statutory executrix fees in settling the fourth annual account and report of executrix in George's estate. Montag, executrix of the will of George F. Lunding, Haskins, Nugent, Newnham & Kane, Stephen L. Harmsen, Carpenter, Sidell & Olson, Harlan F. BILLINGS et al., Objectors and Respondents. MONTAG, as Executrix, etc., Petitioner and Appellant, v.
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