Dillingham v. Lynch

516 S.W.2d 694, 1974 Tex. App. LEXIS 2786
CourtCourt of Appeals of Texas
DecidedNovember 20, 1974
Docket12155
StatusPublished
Cited by15 cases

This text of 516 S.W.2d 694 (Dillingham v. Lynch) 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
Dillingham v. Lynch, 516 S.W.2d 694, 1974 Tex. App. LEXIS 2786 (Tex. Ct. App. 1974).

Opinion

O’QUINN, Justice.

Appellant brought this lawsuit in June of 1972 in her capacity as independent executrix of the estate of her deceased husband, seeking recovery of funds she alleged were wrongfully withheld from her by lawyers who formerly represented her in probate proceedings relevant to the estate. 1

Based upon the findings of a jury, favorable to the defendants, the trial court in October of 1973 entered judgment that appellant take nothing, save the sum of $278.-85 previously tendered plaintiff by defendants in an accounting furnished in February of 1972, prior to the filing of suit.

The executrix has appealed and brings twelve points of error. We will overrule all points of error and affirm the judgment of the trial court.

Sidney Roberts Dillingham, out of whose estate this lawsuit stems, died testate on January 14, 1972, leaving an estate valued at approximately $333,000. Dillingham’s will named his surviving spouse, Hattie Evelyn Dillingham, independent executrix without bond. Dillingham and his wife had no children, and the estate left by the deceased was half of the community property owned by the couple.

.Dillingham was buried January 16, and on the following day, Monday, January 17, Mrs. Dillingham went to the offices of Charles W. Lynch, senior partner in the law firm named defendant in this case, and requested the lawyers to probate her husband’s will. Lynch had been attorney for *697 the Dillinghams about ten or twelve years prior to that time, and had prepared the will to be probated. The will was probated in Burnet County on January 31.

On Friday, prior to the hearing at which the will was probated, Mrs. Dillingham had a second conference with Lynch and another partner, Millican, at which certain business was transacted, the details of which the parties do not entirely agree upon. Both Lynch and Millican testified that at the conference, upon their suggestion, Mrs. Dillingham agreed to place $15,000 in the lawyers’ hands which they would use for specified purposes. Lynch and his firm placed the money, delivered to them by check signed by Mrs. Dillingham, in the firm’s escrow account in the People’s National Bank in Lampasas. The $15,000 was drawn by check from an account in the First National Bank which Mrs. Dillingham and her late husband maintained jointly. That same day Mrs. Dillingham executed a signature card in connection with a new account, in her name only, at the First National Bank. Shortly thereafter, in conformity with their agreement, the lawyers transferred from their escrow account the sum of $3,600 and placed that sum in Mrs. Dil-lingham’s individual account as living expenses estimated to be necessary for her during the ensuing nine months, or until matters of the estate could be brought to a close.

From the escrow account the lawyers also paid funeral expensess of Mr. Dilling-ham, in the amount of $2,621.15, and drew an additional sum of $8,500 as attorney’s fees, leaving a balance, from the deposit of $15,000, in the sum of $278.85.

Mrs. Dillingham testified twice at the trial, and substantial portions of three depositions which Mrs. Dillingham gave prior to trial were admitted into evidence. Although Mrs. Dillingham admitted that the signature on the check for $15,000 “looked like my signature,” she denied that she intended at any time to give a check for $15,000 to her lawyers and stated that she knew nothing about that check until she saw it later, after the First National Bank had paid it. Mrs. Dillingham insisted that she had written a check in the lawyers’ office for $5,000, which she later deposited in her new individual account at the First National Bank, and did not write a check for $15,000. In the same course of testimony Mrs. Dillingham admitted that she was “confused on it, I guess. I just don’t remember.”

It is undisputed otherwise in the record that the $5,000 which Mrs. Dillingham believed she had placed in her individual account for living expenses was the identical sum transferred from a joint savings and loan account at Killeen to the joint checking account she and her husband maintained in the First National Bank at Lampasas. The transfer was effected by memorandum, in response to a telephone call Lynch made to the Killeen association in the presence of Mrs. Dillingham during one of the conferences she had with her attorneys. The purpose of the transfer was to bring the joint account to a balance in excess of $16,000, so that the check for $15,000, needed for the escrow account, could be honored by the First National Bank when presented for payment. The transfer from Killeen was made without loss of interest, although the withdrawal was made a few days prior to normal maturity of the savings certificate.

In connection with these matters, particularly with reference to her belief that she had written a check for $5,000 so that Lynch could place the money in her individual “Evelyn Dillingham” account, Mrs. Dillingham candidly conceded repeatedly that she was confused. Mrs. Dillingham stated, “I don’t remember about that [check for $15,000]. But it seems like I had wrote a $5,000 check.” Earlier Mrs. Dillingham testified, “I was thinking I gave him [Lynch] a $5,000 check to go in my private account as Evelyn Dillingham. I did write a $5,000 check there, didn’t I?” Ultimately, Mrs. Dillingham conced *698 ed that the $5,000 deposit to the joint account was not by a check she wrote, but by transfer from the Killeen savings, and was not intended for her individual account for living expenses.

In response to Special Issue No. 1, inquiring whether the jury found “ . the defendants obtained $15,000 from the plaintiff at the time and on the occasion in question, without her knowledge or consent,” the jury answered, “We do not.”

By January 31, 1972, the check for $15,000 had been placed in the law firm’s escrow account, the disbursements had been made to place $3,600 in the Evelyn Dillingham individual account and to pay funeral expenses amounting to $2,621.15. From this fund the lawyers also drew $8,500 in payment of their “minimum fee” for handling the estate. Out of their fee payment the lawyers advanced $35 as a deposit in probate court and advanced the cost of newspaper legal notices relating to the probate proceedings.

About a week later, on February 8, Mrs. Dillingham had a visit from Jack Montgomery, the husband of Mrs. Dillingham’s niece, at Mrs. Dillingham’s residence in Briggs. Mrs. Dillingham testified that Montgomery told her “ . . . that this check [$15,000] had cleared the First National Bank and he wanted to know about it. . He wanted to know if I knew it.”

The following morning, on February 9, Mrs. Dillingham went to the First National Bank in Lampasas and talked to the president, Bob Sutton, in his office, where they were joined by Montgomery. Sutton had the check for $15,000 at his desk, as well as records from the two Dillingham accounts in the bank. Sutton testified that Mrs. Dillingham appeared not to understand the deposit slips for $3,600 to her individual account and transfer of $5,000 from the Killeen savings account to the joint account, and that he suggested to Mrs. Dillingham she might find out about the $15,000 check by calling Lynch, which he said she declined to do. Sutton also testified that Montgomery had visited him at the bank prior to the visit from Mrs.

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Bluebook (online)
516 S.W.2d 694, 1974 Tex. App. LEXIS 2786, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dillingham-v-lynch-texapp-1974.