Bunn v. Lucas, Pino & Lucas

342 P.2d 508, 172 Cal. App. 2d 450, 1959 Cal. App. LEXIS 1975
CourtCalifornia Court of Appeal
DecidedJuly 29, 1959
DocketCiv. 23642
StatusPublished
Cited by15 cases

This text of 342 P.2d 508 (Bunn v. Lucas, Pino & Lucas) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bunn v. Lucas, Pino & Lucas, 342 P.2d 508, 172 Cal. App. 2d 450, 1959 Cal. App. LEXIS 1975 (Cal. Ct. App. 1959).

Opinion

HERNDON, J.

The two appellants and the four respondents in this case are lawyers. Their unfortunate controversy involves disputed rights with respect to the substantial attor *453 neys fees which were earned by the rendition of professional services in certain contested probate proceedings. These six lawyers collaborated successfully in representing the interests of a client who claimed a major share of a very large estate. At the outset the client had retained respondents Lucas, Pino, Lucas and Wicks to act as her attorneys pursuant to a contingent fee agreement. Thereafter, respondents, deeming it prudent to have the assistance of more experienced lawyers in a matter of such importance, sought the aid and counsel of appellants Bunn and Wood. The client, incidentally, is not a party to this litigation.

The significance of the facts shortly to be detailed will be made more readily apparent, we trust, by first presenting a very brief and general description of the nature of the controversy.

The basic issue of fact in this case is whether appellants Bunn and Wood became joint venturers with respondents in the performance of the professional services which were rendered in the representation of the client or whether the relationship between respondents and appellants was that of employers and employees. It is undisputed that under the agreement made at the time appellants were first brought into the case, respondents were employers and appellants were employees, and that the agreed amount of appellants’- compensation was the sum of $15,000, payment of which, however, was to be contingent upon success in the litigation.

Appellants here contend: (1) that subsequent to their original employment, the probate litigation took an unexpected turn and that as a result of unforeseen developments they were requested to assume greater responsibilities and to render additional services neither contemplated at the time they were hired nor covered by the original agreement; (2) that these unexpected developments gave rise to a “new matter”; (3) that respondents’ request for appellants’ services in connection with this “new matter” and appellants’ performance thereof without any new agreement upon the amount of appellants’ compensation necessarily gave rise to an implied agreement creating a joint venture; and (4) that appellants, as joint venturers, are entitled to share equally in whatever fee respondents receive under their agreement with the client.

Respondents took the position that all of appellants’ services were within the contemplation of the original agreement, so *454 that appellants were entitled to no more than the amount therein specified, to wit, the sum of $15,000. In respondents’ view the unexpected developments in the probate litigation did not give rise to any “new matter.” The essence of their response to this contention was that in the course of lawsuits new and unforeseen developments are so common that experienced lawyers always expect the unexpected. As a secondary proposition, respondents have contended that if any services were rendered by appellants which were not contemplated at the time of the original hiring and not covered by the original agreement, such services should be compensated on the basis of their reasonable value. They argue that appellants at all times regarded themselves, and were regarded, as respondents ’ employees—a relationship utterly inconsistent with the relationship of joint venturers.

The trial court found in substance: (1) that appellants were employed by respondents to perform certain services by way of assisting respondents in connection with a pending proceeding to determine heirship; (2) that appellants were not employed by the client, either directly or indirectly, and that no contractual relationship existed between appellants and the client; (3) that appellants were not at any time partners of or joint venturers with the respondents; (4) that as a result of unexpected developments in the litigation “the problems of the case became much more extensive and complex than those contemplated by the parties” when they entered into their original agreement; (5) that appellants rendered services in connection with certain new proceedings initiated in the probate matter by an adverse party, which services were not within the contemplation of the original agreement; and (6) that the reasonable value of all the professional services rendered by appellants to respondents is the sum of $40,000. The judgment of which appellants complain awards them the said sum of $40,000.

After a review of the record, we have concluded that the determinative findings of the trial court are unassailable. Indeed, the basic finding to the effect that no joint venture was created is supported by the overwhelming weight of the evidence. Hence, in this case, it is unnecessary to invoke the familiar rule that the facts should be viewed in the light most favorable to respondents. We shall now proceed to state the salient facts in more detail.

Malcolm M. Lucas, his brother, Campbell M. Lucas, and James R. Pino practiced law in Long Beach, California, as *455 partners under the name of Lucas, Pino and Lucas. Richard Wicks is a professor of law at the University of Southern California Law School. He also engages in the practice of law, specializing in prohate matters. All four respondent lawyers are young men admitted to the bar within the last 10 years.

In April, 1956, Mrs. Shirley Young, who previously had been a client of Malcolm Lucas, went to the office of Lucas, Pino and Lucas, seeking legal assistance in connection with the estate of her deceased grandmother, Leona M. Crawford. Mrs. Crawford had died earlier that year in Long Beach, leaving a will dated November 15, 1953, which named Columbia University of New York City as the principal beneficiary. When Mr. Lucas examined Mrs. Crawford’s will he noticed that it contained no provision which would be effective to avoid the restrictions on charitable gifts found in Probate Code sections 40-43. His immediate impression was that if Mrs. Young could establish the fact that she was the relative to whom the property would have gone but for the charitable dispositions, then under Probate Code, section 41, she would be entitled to distribution of two-thirds of the property which Mrs. Crawford had bequeathed to the university.

Lucas thereupon consulted Richard Wicks and the latter was associated with the firm under an agreement providing that he was to receive one-fourth of any fee which the partnership might receive in connection with this matter. Thereafter, a written contract was executed, between Attorneys Lucas, Pino and Lucas and Richard Wicks (hereinafter sometimes referred to as Lucas and Wicks) and Shirley Young, as client, whereby said attorneys were retained in consideration of a contingent fee to be computed upon percentages of any distributions to Mrs. Young from the estate of Crawford.

During the summer of 1956 Lucas and Wicks worked on the problems posed by the Crawford will and in September, 1956, they filed a petition under section 1080 of the Probate Code to determine heirship and to establish the rights of Mrs. Young in the estate. The hearing on this petition was set for November 5, 1956.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Simmons v. Ware
213 Cal. App. 4th 1035 (California Court of Appeal, 2013)
McMillan v. Shadow Ridge at Oak Park Homeowner's Assn.
165 Cal. App. 4th 960 (California Court of Appeal, 2008)
Chambers v. Kay
56 P.3d 645 (California Supreme Court, 2002)
In Re Johnson
552 N.E.2d 703 (Illinois Supreme Court, 1989)
Dwyer v. Crocker National Bank
194 Cal. App. 3d 1418 (California Court of Appeal, 1987)
Ball v. Posey
176 Cal. App. 3d 1209 (California Court of Appeal, 1986)
Pollack v. Lytle
120 Cal. App. 3d 931 (California Court of Appeal, 1981)
Mart, Inc. v. National Automobile & Casualty Co.
250 Cal. App. 2d 772 (California Court of Appeal, 1967)
White v. Indemnity Insurance
246 Cal. App. 2d 160 (California Court of Appeal, 1966)
California Steel Buildings, Inc. v. Transport Indemnity Co.
242 Cal. App. 2d 749 (California Court of Appeal, 1966)
Rosen v. E. C. Losch Co.
234 Cal. App. 2d 324 (California Court of Appeal, 1965)
Higgins v. Standard Federal Savings & Loan Ass'n
188 Cal. App. 2d 68 (California Court of Appeal, 1961)
Precision Fabricators, Inc. v. Levant
182 Cal. App. 2d 637 (California Court of Appeal, 1960)

Cite This Page — Counsel Stack

Bluebook (online)
342 P.2d 508, 172 Cal. App. 2d 450, 1959 Cal. App. LEXIS 1975, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bunn-v-lucas-pino-lucas-calctapp-1959.