Davies v. Unauthorized Practice Committee of the State Bar of Texas

431 S.W.2d 590, 1968 Tex. App. LEXIS 2082
CourtCourt of Appeals of Texas
DecidedJuly 18, 1968
Docket369
StatusPublished
Cited by23 cases

This text of 431 S.W.2d 590 (Davies v. Unauthorized Practice Committee of the State Bar of Texas) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Davies v. Unauthorized Practice Committee of the State Bar of Texas, 431 S.W.2d 590, 1968 Tex. App. LEXIS 2082 (Tex. Ct. App. 1968).

Opinion

MOORE, Justice.

This is a suit for a permanent injunction brought by the Unauthorized Practice Committee of the State Bar of Texas and the Lubbock County Bar Association under the provisions of Article 320a-l, Vernon’s Ann.Civ.Stat., seeking to permanently enjoin defendant, Harold K. Davies, from engaging in the unauthorized practice of law. Defendant answered with a general denial. Thereafter, plaintiffs filed a motion for summary judgment alleging that under the pleadings, depositions, affidavits and admissions, no material issue of fact remained to be tried and therefore plaintiffs were entitled to a summary judgment as a matter of law. Defendant made no formal reply to the motion.

After a hearing the trial court entered a summary judgment perpetually enjoining defendant from the practice of law generally and specifically enjoining him from:

(1) Soliciting employment for any lawyer or furnishing any attorney or counsel to render legal services for any other person.

(2) Appearing as attorney or counselor or in any representative capacity in any action, proceeding, contest, or dispute in any court or before any judicial body or before any administrative body, commission, tribunal, examiner, or similar official or holding himself out to any person as competent to give legal advice or counsel or engaging in advising or counseling in law or the preparation of legal documents save those to which he may be a primary party.

(3) Organizing corporations, trusts, estate and taxation plans or the giving of opinion relative to the same.

*592 (4) Advising or counseling any other person as to secular law.

(5) Drawing any paper, document, or instrument effecting or relating to secular rights excepting documents to which he is a primary party.

(6) Doing any act in a representative capacity in behalf of another intending to obtain or secure for such other by law the prevention or the redress of a wrong or the enforcement or the establishment of a right.

(7) Enforcing, securing or settling, adjusting or compromising defaulted, controverted, or disputed accounts, claims, or demands between persons excepting matters to which he is a primary party, and excepting such actions as may be lawfully performed by other professional and occupational groups to which defendant may at the time of such action belong.

From such judgment, defendant duly perfected this appeal. The parties will hereinafter be referred to as appellant and appellees.

Appellant asserts by his first and second points that the judgment is erroneous because there is no evidence to support the same, and alternatively says that the evidence, if any, raises nothing more than an issue of fact upon the question of whether or not he was engaged in the practice of law and therefore the granting of a summary judgment was unauthorized. We have concluded that the evidence shows as a matter of law that the appellant was engaged in the practice of law and therefore both points are overruled.

The evidence presented by appellees consists mainly of appellant’s deposition and certain correspondence between appellant and one J. A. Hodges in which appellant outlines various services performed by him and demands payment therefor.

It is without dispute that appellant is not qualified or licensed to practice law in the State of Texas or in any other state. Nor is he licensed to practice any other profession. According to his testimony, he spent most of his career in the military service. While stationed in the Philippines, he met one C. N. Hodges, by whom he was subsequently employed. Thereafter, he moved to Lubbock, Texas, and was employed by J. A. Hodges, the brother of C. N. Hodges. After the death of C. N. Hodges, J. A. Hodges employed appellant to go to the Philippines for the purpose of inventorying the C. N. Hodges estate, which consisted of various real estate and business operations in the Philippines. By reason of the death of C. N. Hodges, J. A. Hodges inherited an interest in the estate. In addition to this estate, J. A. Hodges also had an interest in another large estate known as the Linnie Jane Hodges estate and was formerly the administrator thereof. The evidence further shows that J. A. Hodges had various real estate holdings and business enterprises of his own in the Lubbock area. Being an elderly man with many business activities, he engaged the appellant to assist him in various business enterprises and paid him upon a fee basis.

Appellant does not deny that he performed various duties for J. A. Hodges in a representative capacity. He admits that he had prepared and mailed J. A. Hodges a letter in which he billed him for various fees in the amount of $10,142.44 for his services in connection with the numerous transactions he had performed in his behalf. His deposition testimony, together with his letter detailing his services and billing Hodges for the same, shows that:

(1) He prepared numerous building and construction contracts which were subsequently executed by J. A. Hodges and third parties. He also prepared a purchase contract for J. A. Hodges and third parties relating to the Wayfarer Motel in Lubbock, Texas. According to his bill, he was promised a fee of $1,000.00 for the latter contract.

(2) He prepared and submitted to J. A. Hodges a plan for the establishment of an *593 educational foundation in the Philippine Islands in memory of C. N. Hodges, his deceased brother. According to his bill, his fee for this was to be 12% of the estate of C. N. Hodges.

(3) He prepared and submitted to J. A. Hodges a plan to incorporate his assets. In this connection, he admitted that he submitted to Hodges Articles of Incorporation, which he copied from the Articles of a corporation of his own. His letter shows that he demanded a fee for this service.

(4) He prepared and submitted to J. A. Hodges a plan for the establishment of a trust fund and gave legal advice in connection therewith. He admitted that he got his information from a bank brochure. He submitted a bill for this service.

(5) He admitted that he assisted J. A. Hodges in the negotiation with the County Commissioners with regard to a certain condemnation proceeding in which the county was attempting to condemn land owned by Mr. Hodges for right-of-way purposes. In submitting his bill for this service, he notes that as a result of the negotiations, Mr. Hodges received approximately $13,000.00 additional revenues as a result of his participation.

(6) He admitted that he had filed a formal claim on behalf of J. A. Hodges with the administrator of the estate of Linnie Jane Hodges seeking to collect the sum of $22,950.00 which Mr. Hodges claimed was due him for service performed as administrator of the estate.

(7) He also admitted that by verbal agreement between him and J. A. Hodges, he had employed attorneys to represent Mr. Hodges in the trial of a lawsuit. He submitted a bill for his services for the employment of the attorneys and assisting them in the litigation in the amount of $600.00.

(8) He admitted that he had written a letter on behalf of J. A.

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

Related

Triantaphyllis v. Gamble
93 S.W.3d 398 (Court of Appeals of Texas, 2002)
Triantaphyllis, Tasso v. Gamble, Brent
Court of Appeals of Texas, 2002
In Re Guttierez
248 B.R. 287 (W.D. Texas, 2000)
Adust Video v. Nueces County
996 S.W.2d 245 (Court of Appeals of Texas, 1999)
Unauthorized Practice of Law Committee v. Jansen
816 S.W.2d 813 (Court of Appeals of Texas, 1991)
Brown v. Unauthorized Practice of Law Committee
742 S.W.2d 34 (Court of Appeals of Texas, 1987)
Cortez v. Unauthorized Practice of Law Committee, State Bar of Texas
674 S.W.2d 803 (Court of Appeals of Texas, 1984)
Opinion No.
Texas Attorney General Reports, 1983
Untitled Texas Attorney General Opinion
Texas Attorney General Reports, 1983
Muniz v. State
575 S.W.2d 408 (Court of Appeals of Texas, 1978)
Rubin v. Gilmore
561 S.W.2d 231 (Court of Appeals of Texas, 1977)
Lloyd A. Fry Roofing Co. v. State
541 S.W.2d 639 (Court of Appeals of Texas, 1976)
Southwestern Bell Telephone Co. v. Gravitt
522 S.W.2d 531 (Court of Appeals of Texas, 1975)
Winslow v. Duval County Ranch Company
519 S.W.2d 217 (Court of Appeals of Texas, 1975)
Hughes v. Board of Trustees, Tarrant Co. Jr. Col. Dist.
480 S.W.2d 289 (Court of Appeals of Texas, 1972)

Cite This Page — Counsel Stack

Bluebook (online)
431 S.W.2d 590, 1968 Tex. App. LEXIS 2082, Counsel Stack Legal Research, https://law.counselstack.com/opinion/davies-v-unauthorized-practice-committee-of-the-state-bar-of-texas-texapp-1968.