First Bank & Tr. Co., Etc., Extr. v. Tellson

118 N.E.2d 496, 124 Ind. App. 478, 1954 Ind. App. LEXIS 179
CourtIndiana Court of Appeals
DecidedApril 1, 1954
Docket18,474
StatusPublished
Cited by39 cases

This text of 118 N.E.2d 496 (First Bank & Tr. Co., Etc., Extr. v. Tellson) is published on Counsel Stack Legal Research, covering Indiana Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
First Bank & Tr. Co., Etc., Extr. v. Tellson, 118 N.E.2d 496, 124 Ind. App. 478, 1954 Ind. App. LEXIS 179 (Ind. Ct. App. 1954).

Opinion

Achor, J.

This is an action on a claim filed by the appellee against the estate of Betty S. Spiro, deceased, for miscellaneous services rendered from August 1, 1941, to the date of decedent’s death on August 10, 1950.

The issues were formed on appellee’s amended claim, which simply alleged that the decedent and her estate were indebted to appellee in the sum of $40,000.00 for services rendered to the decedent at her specific instance and request from August 1, 1941, to the date of her death on August 10, 1950. A bill of particulars enumerating said services was attached, filed with, and made a part of the claim. In special findings of fact and conclusions of law made by the court at the conclusion of the trial, the court found that appellee devoted 7,200 hours to services for the decedent and that such services were of the reasonable hourly value of $2.50. Pursuant to said findings and conclusions, the *481 court thereafter entered a judgment for the appellee against the appellant in the amount of $18,000.00.

Errors assigned and relied upon by appellant as cause for reversal were (1) the overruling of appellant’s motion to require appellee to make his bill of particulars more specific; (2) the overruling of appellant’s motion for new trial, which motion asserted the following grounds :

(a) The court erred in the assessment of the amount of recovery, in this, that the amount was too large.

(b) The decision of the court was not sustained by sufficient evidence and was contrary to law.

(c) The admission of certain evidence over objection, and the exclusion from the evidence of certain oral and written statements made by decedent, and the exclusion of decedent’s last will and testament, together with certain codicils thereto, and the certificates of probate thereof.

Appellant’s first contention is without merit. The law is well settled that the ruling to make a motion more specific is almost wholly within the discretion of the court. 1 Gavit’s Indiana Pleading and Practice, §115, pp. 601-604; §116, pp. 605-606; Flanagan’s Indiana Pleading and Procedure, §132, Ch. 31, pp. 185, 186.

Furthermore, as stated in 1 Henry’s Probate Law and Practice, §300, p. 372:

“A formal complaint is not required of a claim against an estate, but there must be such a statement of fact as will show a legal liability on the part of the estate to the claimant, and indicate to the estate’s representative what he is called upon to meet, with reasonable certainty; and the statement must contain all the facts necessary to show,, prima facie, that the estate is lawfully indebted to the claimant. All that is necessary by way of a complaint is a statement containing sufficient sub *482 stance to apprise the administrator or executor of the nature of the demand, and such a statement that a judgment based thereon may be used to bar another suit for the same claim. . . .”

Appellant contends secondly that the court erred in the assessment of the amount of recovery ($18,000.00) in that the amount was too large. Particularly, appellant contends that the evidence does not support either the finding that the appellee had devoted 7,200 hours to the performance of services for decedent, or that the value of such services was $2.50 per hour.

The testimony regarding the nature and hourly value of the services performed by appellee is subject to the same indefiniteness as was the testimony regarding the number of hours of services performed. The nature of the services performed by appellee is indicated by the following facts in evidence: The services varied from a mere passing of personal pleasantries to the hiring of nurses and chauffeurs, settling family differences, calling doctors when needed, etc., to caring for the business and property of decedent. One witness testified regarding these services as follows: “I always thought Albert Tellson was her legal adviser, as far as I could see. Every time she wanted to talk over business she would always have me call Mr. Tellson to come up and talk to her. She said, ‘Go call Albert: I want to talk to him about my business.’ ” Another witness testified, “Mrs. Spiro wouldn’t trust others with bills and receipts and things, business papers. Mr. Tellson was the only person that she would trust with that sort of document outside of her attorney.”

The evidence disclosed further that decedent was a very demanding person; that she had very few close relatives or friends; that she was approximately 79 years of age at the time of her death; that her weight *483 was around 275 pounds; that during her lifetime she suffered from dropsy and had difficulty getting around; that she had holdings valued at approximately $850,-000.00; that she owned a number of rental properties, including several filling stations and some store buildings all in South Bend, and a number of securities, from which she had a substantial income; that Mr. Tellson was her confidant and that she, at times, entrusted him with large sums of cash — at one time in excess of $50,000.00; that he was the person to whom she entrusted taking care of her own burial arrangements and the burial arrangements of her brother. Evidence in regard to the value of his services varied from 75 cents to $1.00 on one extreme, to $4.00 an hour on the other.

With regard to the number of hours of services performed, several of the witnesses testified substantially as follows: “During the period that I was in Mrs. Spiro’s employ, Albert put in an average of about 15 or 18 hours a week that I know of. Some days he was there maybe a couple of hours, another day a half hour, maybe another day an hour, maybe another day ten minutes. Sometimes he would be there in the evenings and on Sundays. My estimate is conservative and I am not taking into account times that he might be with her that I wouldn’t know .about.” It is a fact that, although there were a large number of witnesses who testified as to the nature of appellee’s services, their testimony in each case was limited to a relatively short period of their respective employment. As a result thereof, there was no direct testimony as to the continuous nature of appellee’s employment during all of the nine-year period, upon which appellee’s claim is predicated. There being evidence that the services performed by appellee were continuous during the nine-year period, and there being no evidence to the con *484 trary, it was inferred that the hours and nature of service continued substantially the same during said period.

Appellant complains that the facts, as found by the court with regard to both the number of hours of services performed by appellee and the value of such services, are not sustained by positive testimony which coincides directly with the facts found, and, therefore, contends that the findings and judgment are not supported by the evidence. Upon this issue, appellant relies upon the case of Pearl Creamery Co. v. Montpelier Creamery Co. (1951), 123 Ind. App. 401, 101 N. E. 2d 709. However, in that case, upon the facts stipulated, plaintiff, if entitled to recover at all, was entitled to recover a fixed sum.

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118 N.E.2d 496, 124 Ind. App. 478, 1954 Ind. App. LEXIS 179, Counsel Stack Legal Research, https://law.counselstack.com/opinion/first-bank-tr-co-etc-extr-v-tellson-indctapp-1954.