Hamilton v. Bayer

218 N.W. 746, 116 Neb. 670, 1928 Neb. LEXIS 177
CourtNebraska Supreme Court
DecidedMarch 26, 1928
DocketNo. 26318
StatusPublished
Cited by23 cases

This text of 218 N.W. 746 (Hamilton v. Bayer) is published on Counsel Stack Legal Research, covering Nebraska Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hamilton v. Bayer, 218 N.W. 746, 116 Neb. 670, 1928 Neb. LEXIS 177 (Neb. 1928).

Opinion

Eberly, J.

This action was originally commenced by Anna Hamilton in the county court of Kearney county, Nebraska, by filing a petition therein to probate an instrument alleged by her to be the last will of Thomas Bayer, deceased. Notice of pendency of proceedings was given by publication in the manner provided by law. Certain objections were filed by a brother and two sisters of the proponents. The trial which followed resulted in a decree in the county court admitting the instrument to probate. The contestants appealed to the district court. By stipulation it was there [672]*672agreed that the cause should be “tried in the district court upon the pleadings filed in said cause in the county court as included in the transcript on file therein.” No guardian ad litem had been applied for or appointed by the county court. Neither was there any subsequent application made by way of the parties to be relieved from the terms of the stipulation above quoted. The trial in the district court resulted in a judgment determining that the instrument offered was not the last will and testament of the deceased. From this decree Anna Hamilton and John Bayer et al. have appealed.,

The first question presented here is, that the failure of the district court to appoint a guardian ad litem for certain minor appellants who are alleged to be minors constituted reversible error. The question was presented in the form of objections made by the proponents and by the minors involved through and by next friends.

The controlling statutory provision seems to be-the following, section 1258, Comp. St. 1922, which provides: “When any will shall have been delivered into or deposited in any probate court having jurisdiction of the same, together with a petition for its probate, such court shall appoint a time and place for proving it” — and give public notice thereof by publication as in the section referred to specified. There is no provision for special service on minors. Neither are there any express requirements in chapter 15 (secs. 1220-1488) Comp. St. 1922, for the appointment of a guardian ad litem for minors in such proceedings. This court has determined that the proceedings in the probate court to settle the estate of a decedent is a proceeding in rem, and every one interested is a party in the probate court whether named or not. In re Estate of Sweeney, 94 Neb. 834.

Section 8533, Comp. St. 1922, relied upon by appellants, would seem to have no application to this case, because its terms are limited to the requirement that the defense of an infant must be by a guardian ad litem. Assuming the minors in the instant case are parties in interest, the na[673]*673ture of the case and the nature of their rights are such that the necessary steps to maintain them cannot be considered as “a defense.” The procedure, if any, required in their behalf, is rather in the nature of an “affirmative action.” It is “offensive,” not “defensive,” in its general nature. Speaking generally, the burden of proof is upon the proponents, and not upon the contestants. It would appear, indeed, that sections 1588 and 8531, Comp. St. 1922, properly construed, authorize and provide for intervention by infants in probate proceedings when deemed necessary or advisable to advance their interests through and by a “next friend.” The record before us discloses that this actually occurred in the instant case. Therefore, no error could possibly have been committed in the refusal to appoint a guardian ad litem under the facts as disclosed by the record. This conclusion appears to have the support of the following: “A guardian ad litem need not be appointed in a probate court, if the statutes instituting and regulating the practice in such courts do not require such appointment.” 31 C. J. 1120. In the absence of any statutory requirement to that effect, the appointment of a guardian ad litem for infants interested in the probate of a will is unnecessary. Mousseau’s Will, 30 Minn. 202.

The next question presented is as to the admissibility of the testimony of a witness who was an attorney actively engaged in the trial of this case on the part of the contestants, and who had been engaged and consulted by the deceased in his lifetime with reference to the disposition of his property by will. This evidence discloses without question that in 1921 the deceased sent for this attorney and expressed to him in general terms the disposition of his property he desired to make by will, and employed the latter to prepare such instrument. The attorney was then given time to “figure out some way” to accomplish the desired end. A second conference was also held between these parties on the same subject. The attorney being somewhat delayed in executing this commission, he was still later advised by the deceased “to pay no more [674]*674attention to the employment,” that it “was already fixed.” The evidence given by this witness in the present case discloses the oral instructions received by him from his deceased client, and the substance of the conversation had between them in relation thereto. This evidence was admitted in the district court over the objections of the proponents of the will, and, if competent, was material in view of the issues then being tried.

It is thought proper at this time to suggest that the canon of professional ethics applicable to the situation before us is: “When an attorney is a witness for his client except as to formal matters, such as the attestation or custody of an instrument and the like, he should leave the trial of the cause to other counsel. Except when essential ■to the ends of justice, an attorney should scrupulously avoid testifying in court in behalf of his client.” American Bar Ass’n Canons of Ethics (1926) 142, sec. 18. The above has been fully approved by this court. Wilson v. Wilson, 89 Neb. 749; Cox v. Kee, 107 Neb. 587.

Under the admitted facts in the record, there can be no question as to the employment of this attorney by the deceased. It has been held: “An attorney, in receiving the directions or instructions of one intending to make a will, although he asks no questions and gives no advice, but simply reduces to writing the directions given to him, still acts in a professional capacity and is prohibited from disclosing any communication so made to him by his client.” Loder v. Whelpley, 111 N. Y. 239.

Indeed/ this court is committed to the doctrine that privilege attaches to “statements made to an attorney, with a view to his employment in the litigation in which he is called to testify, * * * even though no fee has been paid and the attorney subsequently refuses a retainer.” Fimple v. State, 104 Neb. 471.

The essential question presented by the record is, therefore, where an attorney is duly employed and counseled with in reference to drawing a will which was never executed, after such employer’s death may such attorney tes[675]*675tify to such client’s communications thus made while the relation was still in existence? The appellees answer in the affirmative, cite certain authorities, and contend that Brown v. Brown, 77 Neb. 125, to a limited degree “appears to be the only Nebraska case where this point has been presented or decided.”. This case, however, discloses that this conclusion hardly is supported by the case cited. It appears in, Brown v. Brown, supra, the attorney who drafted the will was also an attesting witness thereto.

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

Related

Marsh v. Marsh
113 N.W.2d 323 (Nebraska Supreme Court, 1962)
Taylor v. Sheldon
172 Ohio St. (N.S.) 118 (Ohio Supreme Court, 1961)
Clutter v. Merrick
77 N.W.2d 572 (Nebraska Supreme Court, 1956)
Estate of Landauer
52 N.W.2d 890 (Wisconsin Supreme Court, 1952)
In Re Coons'estate
48 N.W.2d 778 (Nebraska Supreme Court, 1951)
McCormick v. McCormick
33 N.W.2d 543 (Nebraska Supreme Court, 1948)
Keith County v. Methodist Children's Home
5 N.W.2d 263 (Nebraska Supreme Court, 1942)
Yale University v. Scotts Bluff County
292 N.W. 48 (Nebraska Supreme Court, 1940)
Industrial Commission v. Warnke
2 N.E.2d 248 (Ohio Supreme Court, 1936)
Mills v. Mills
266 N.W. 759 (Nebraska Supreme Court, 1936)
Shierman v. Shea
261 N.W. 155 (Nebraska Supreme Court, 1935)
Shandy v. City of Omaha
255 N.W. 477 (Nebraska Supreme Court, 1934)
Ellis v. Nilson
253 N.W. 675 (Nebraska Supreme Court, 1934)
Kausgaard v. Endres
252 N.W. 810 (Nebraska Supreme Court, 1934)
Friesen v. Reimer
247 N.W. 561 (Nebraska Supreme Court, 1933)
Clausen v. Johnson
246 N.W. 458 (Nebraska Supreme Court, 1933)
Everett v. Wing
156 A. 393 (Supreme Court of Vermont, 1931)
Elmen v. State Board of Equalization & Assessment
231 N.W. 772 (Nebraska Supreme Court, 1930)
Hamilton v. Bayer
227 N.W. 928 (Nebraska Supreme Court, 1929)
Schultz v. Strelow
220 N.W. 251 (Nebraska Supreme Court, 1928)

Cite This Page — Counsel Stack

Bluebook (online)
218 N.W. 746, 116 Neb. 670, 1928 Neb. LEXIS 177, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hamilton-v-bayer-neb-1928.