Davis v. Farguhar

33 P.2d 258, 96 Mont. 551
CourtMontana Supreme Court
DecidedApril 19, 1934
DocketNo. 7,241
StatusPublished

This text of 33 P.2d 258 (Davis v. Farguhar) is published on Counsel Stack Legal Research, covering Montana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Davis v. Farguhar, 33 P.2d 258, 96 Mont. 551 (Mo. 1934).

Opinion

MR. JUSTICE ANGSTMAN

delivered the opinion of the court.

This is an appeal from a judgment awarding attorney’s fees against the estate of James L. Hamilton, deceased. The facts giving rise to the controversy are these:

James L. Hamilton died intestate at Butte on April 11, 1930, leaving an estate valued at about $2,000,000, and leaving surviving as his sole heir at law Elizabeth D. Baxter, a sister. Andrew J. Davis was appointed and qualified as administrator of his estate. Before distribution of the estate Elizabeth D. Baxter died in Butte, leaving a will under the terms of which she gave one-fourth of her estate to Louise Frances Stahl, a minor, excepting the Windsor Hotel building in Butte, which was devised to Jerry Clifford. Specific legacies amounting in all to $21,500 were also made, but these are not of importance so far as this appeal is concerned. As to the rest of her estate she died without disposing of it by will. Andrew J. Davis was appointed and qualified as executor of the will. Soon after the death of Elizabeth D. Baxter many claimants, all residents of Scotland, appeared in both estates, claiming to be heirs. Sarah J. Planner appeared and claimed to be a niece of both decedents. James Hamilton, of Glasgow, Scotland, claimed to be a nephew of both decedents. Jeanie Dale Farguhar and thirty-two others entered appearances through Philip O’Donnell, their attorney, and claimed to be first cousins of both [558]*558decedents. James Hamilton and six others appeared through attorney W. D. Kyle and claimed to be first cousins of both decedents.

Andrew J. Davis, as executor of the Elizabeth D. Baxter estate, filed his petition in the estate of James L. Hamilton, deceased, praying that the court ascertain and declare the rights of all persons in the estate, and determine to whom distribution should be made. He filed complaint setting forth his claim óf heirship and interest in the estate as executor of the Elizabeth D. Baxter estate, and served a copy upon each of the parties who had entered their appearance. Jeanie Dale Farguhar and the thirty-two others represented by attorney Philip O’Donnell filed answer to the complaint, admitting that Elizabeth D. Baxter was the sole heir of James L. Hamilton, deceased, and setting up their claims of heirship as cousins of both decedents. Sarah J. Planner defaulted, and she was later adjudged to have no interest in the estate. James Hamilton, of Glasgow, filed an answer in which he claimed to be the son of William Hamilton, an alleged deceased brother of James L. Hamilton. On July 29, 1932, the name of John K. Claxton, who had formerly appeared as attorney for Sarah Jane Planner, was entered as associate counsel for Jeanie Dale Farguhar and the thirty-two other claimants represented by Mr. O’Donnell.

It appears that in July, 1932, Mr. O’Donnell left Butte to go to Scotland for the purpose of securing evidence to establish the relationship of his thirty-three clients as cousins of James L. Hamilton and Elizabeth D. Baxter, and to disprove the relationship of James Hamilton, of Glasgow. Before leaving Butte, O’Donnell had a conference with attorney J. A. Poore, who represents Andrew J. Davis as executor and administrator, and with W. D. Kyle. The purpose of this conference was to ascertain whatever information Poore and Kyle might have that would be of assistance to O’Donnell in establishing the relationship of his clients and disproving the relationship of James Hamilton, of Glasgow. The evidence as to what was said at this conference is in some respects con-[559]*559flieting. It fairly appears, however, that Mr. Poore readily gave O’Donnell all the information he had bearing npon the relationship under consideration. He exhibited to Mr. O’Donnell a copy of the birth certificate of James Hamilton, of Glasgow, and he also exhibited a copy of an affidavit made by Elizabeth D. Baxter before her death, in which she stated that the only children of her father and mother were John, Elizabeth, James and Cecilia; that John had not been heard of for more than fifty years; that Cecilia had died when a baby, and that neither she nor James ever married, and that she was the sole surviving heir of James. Mr. O’Donnell was advised of the fact that Mr. Poore had employed a firm of attorneys named West, Anderson & Murdock, of Glasgow, to determine who Sarah Jane Planner and James Hamilton, of Glasgow, were, and that Mr. Kyle had employed the firm of Stobo & Pait, of Newcastle-on-the-Tyne, as his associate counsel. He also informed Mr. O’Donnell that the firm of West, Anderson & Murdock had written him to the effect that James Hamilton, of Glasgow, claimed that James L. Hamilton, of Butte, had two brothers, Samuel and William, and that he (James) was the son of William, deceased. Mr. O’Donnell was also advised that William Hamilton, the father of James L. Hamilton and Elizabeth D. Baxter, died at Butte in 1894, aged 69 years, and that his estate was distributed to his second wife and to his two children, James L. Hamilton and Elizabeth D. Baxter, and that for James Hamilton, of Glasgow, to establish his claim it would be' necessary that he prove that James L. Hamilton and Elizabeth D. Baxter had brothers named William and Samuel, and also that their father, William, was approximately 90, instead of 69, years of age when he died. At the request of Mr. O’Donnell, Mr. Poore gave him a letter of introduction to West, Anderson & Murdock. Mr. O’Donnell says that Mr. Poore during this conference said to him, “Don’t pay too little attention to James Hamilton”; that “Ferd Gaines is a good lawjrer, and he will come in with at least a prima facie case”; that “Chancellor, you would do yourself and all of us some good if-you got rid of James Hamilton”; [560]*560and that Mr. Kyle then said, “Yes, Chancellor, that would be something to do”; that Poore also said, “Don’t worry so much about taking the depositions of your own clients. Go to "James Hamilton’s lawyers, get all the records you can get— get the dope on it, and plant it down in front of them, and if you have the stuff make them quit.”

The record discloses that Mr. O’Donnell, after arriving in Scotland obtained from public records, and otherwise, sufficient evidence to demonstrate conclusively that James Hamilton, of Glasgow, was not related to James L. Hamilton, deceased, of Butte. While there he obtained a release and assignment of the claims of "James Hamilton, of Glasgow, in both estates, to the thirty-three claimants represented by himself and Mr. Claxton, in payment of eighty pounds sterling.

Through Mr. Gaines, of Butte, the claim of James Hamilton, of Glasgow, was irrevocably withdrawn in both estates. Thereafter a decree was entered in the James L. Hamilton estate to the effect that Elizabeth D. Baxter was the sole and only heir at law of James L. Hamilton, deceased. Thereafter the thirty-three clients represented by Claxton and O’Donnell, together with Claxton, O’Donnell, G., Merlaud and W. C. Cox, filed the petition for allowance of attorney’s fees against the James L. Hamilton estate. Merlaud was representing the thirty-three claimants on a contingent basis of forty per cent. Plis home was in Paris, France, and he had agreed personally to pay all expenses, including attorneys’ fees and court costs incident to the establishment of their claims. Merlaud had appointed W. C. Cox, of Chicago, as attorney-in-fact for the thirty-three claimants with power of substitution, and assigned to him twenty-four per cent, of any amount payable from the estate to the thirty-three claimants. Cox in turn named Philip O’Donnell to represent the thirty-three claimants.

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Bluebook (online)
33 P.2d 258, 96 Mont. 551, Counsel Stack Legal Research, https://law.counselstack.com/opinion/davis-v-farguhar-mont-1934.