Hugo v. Clark

99 S.E. 521, 125 Va. 126, 1919 Va. LEXIS 13
CourtSupreme Court of Virginia
DecidedJune 12, 1919
StatusPublished
Cited by10 cases

This text of 99 S.E. 521 (Hugo v. Clark) is published on Counsel Stack Legal Research, covering Supreme Court of Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hugo v. Clark, 99 S.E. 521, 125 Va. 126, 1919 Va. LEXIS 13 (Va. 1919).

Opinion

Prentis, J.,

delivered the opinion of the court.

[1] The appellants are the heirs at law of Cyrus Warden, deceased, and complain of a judgment based upon the verdict of a jury, holding that the paper dated December 27, 1916, devising and bequeathing all of his property to Eva Catherine Clark, the appellee, is his true last will and testament.

The appellants deny that this paper thus admitted to probate is the true last will and testament, because they allege that on a date subsequent to its execution — that is, on the 15th day of March, 1917, about thirty days prior to his death — Warden made and executed another will which in express terms revoked the former will and devised all of his property to a charitable institution in Norfolk, spoken of as the “Boys’ Home.” They offered to prove these facts by Ivor A. Page and B. J. B. Page, who were the attorneys who [128]*128drew the later will, the said K. J. B. Page being one of the attesting witnesses thereto; but the court only permitted these.witnesses to testify that a paper was duly.executed as the last will and testament of Warden, and refused to permit them to testify as to the contents of the paper, upon the ground that these constituted privileged communications by Warden to his attorneys, and hence were inadmissible. .Other testimony was admitted from which the jury might have been justified in concluding that the later will of March, 15, 1917, was destroyed by Warden with intent to revoke it a short time before his death. There was no evidence offered to prove a. re-execution or republication of the previous will, as required by section 2519 of the Code.

The question, then, which is presented-, is whether, under the facts stated, the appellants were entitled to the testimony of these attorneys as to the contents of the second will, although it had been destroyed, as tending to-prove that the first will, here in controversy, had been thereby revoked in express language and by necessary implication.

While this precise question has not arisen frequently, there have been many cases which we think establish be-* yond peradventure the doctrines which control.

[2] In 40 Cyc. 2380, this is stated: “It is generally considered that the rule of privilege does not apply in liti- - gation, after the client’s death, between parties, all of whom claim under the client; and so, where the question before the court is as to the validity or genuineness of an alleged will, the attorney of the testator may,, according to the weight of authority, testify as to all matters relevant to the issue, although his testimony involves a disclosure of confidential communications between himself and his client, at-least when such attorney is one of the subscribing witnesses to the will, as in such case the testator must be considered as having waived the privilege by requesting the attorney to sign as a witness. A decedent’s attorney has also been [129]*129held competent to prove the existence and contents of a lost' will; and, in an action involving the construction of a will, the attorney who drew the will may testify as to relevant communications of the testator.” Citing many authorities.

In a note, in which the authorities are collected, to In re Young, 17 L. R. A. (N. S.) 108 (14 Ann. Cas. 601, 126 Am. St. Rep. 843, 33 Utah 382, 94 Pac. 731), this statement is made: “It may be laid down as a general rule of law, gathered from all the authorities, that unless provided otherwise by statute, communications by a client to the attorney who drafted his will, in respect to that document, and all transactions occurring between them leading up to its execution, are not, after the client’s death, within the protection of the rule as to privileged communications, in a suit between the testator’s devisees and heirs at law, or other parties who all claim under him. The reason for such an exception to the general rule excluding confidential professional communications is that the rule is designed for the protection of the client, and it cannot be said to be for the interest of a testator, in a controversy between parties all of whom claim under him, to have those declarations and transactions excluded which are necessary to the proper fulfillment of his will.”

The reason for excluding such communications, stated succinctly, is that it is essential to the administration of justice that clients should feel free to consult their legal advisers without any fear that their disclosures will be thereafter revealed to their detriment. As a matter of public policy, this rule should be rigidly enforced in order that men may secure legal advice, after frank disclosures to their counsel without which they would be unable to defend themselves from threatened wrong. After the death of the client, however, it has been held that the privilege may be waived when the character and reputation of the deceased are not involved, by his executor or administrator, or in [130]*130will contests by his heirs or legatees. The deceased has no longer any interest in the matter.

In the leading English case of Russell v. Jackson, 9 Hare 387, 8 Eng. L. & Eq. 89, 68 Eng. R. 558, the question was whether an attorney could testify that the residuum of the estate was devised upon a secret trust not expressed in the will. This witness stated that the general purport and effect of his instructions for preparing the will were, that it was the testator’s intention to leave the property for the purpose of establishing a school for the education of children in the doctrine of socialism, and so far as the witness recollected according to the principles of Robert Owen; and that these instructions contained the scheme on which the testator intended that the proposed school should be conducted. It was held that the witness could be compelled to disclose these facts upon the ground that the reason of the rule which protects from disclosure communications made in professional confidence, applies in cases of conflict between the client and those claiming under him, with third persons, but that these reasons do not apply in cases of testamentary dispositions by the client as between different parties all of whom claim under him. Among other things, the vice-chancellor (Turner) said: "When we pass from the case of conflict between the rights and interests of the client and parties claiming under him, and those of third persons, to the case of testamentary disposition by the client, do the same reasons apply? The disclosure in such cases can affect no right or interest of the client. The apprehension of it can present no impediment to the full statement of his case to his solicitor unless, indeed, he is contemplating an illegal disposition, a case to which I shall presently refer; and the disclosure when made can expose the court to no greater, difficulty than presents itself in all cases where the courts have to ascertain the views and intentions of parties, or the objects and purposes for which dispositions have been [131]*131made. In the cases of testamentary dispositions, the very foundation on which the rule proceeds seems to be wanting; and in the absence, therefore, of any illegal purpose entertained by the testator, there does not appear to be any ground for applying it.”

The Supreme Court of the United States, in the case of Glover v. Patten, 165 U. S. 406, 17 Sup. Ct. 416, 41 L. Ed.

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Bluebook (online)
99 S.E. 521, 125 Va. 126, 1919 Va. LEXIS 13, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hugo-v-clark-va-1919.