Lewis v. Snook

84 N.Y.S. 634
Appellate Division of the Supreme Court of the State of New York·Decided November 17, 1903·Published·Cited by 1 cases

Opinions

McLENNAN, P. J.

The plaintiffs are attorneys and counselors at law, engaged as copartners in the practice of their profession in the city of Syracuse, N. Y. In the complaint and moving affidavits it is alleged that the defendant is indebted to the plaintiffs in the sum of $1,779.55, being the balance claimed to be due and owing to them on account of legal services rendered to and moneys paid out for the defendant in certain actions and legal proceedings conducted by them during a period of five years commencing in the year 1897. It is stated, in substance, that such indebtedness was incurred: First. In and about the probate of the last will and testament of one Harriet White, deceased, in which the defendant was named as legatee; in resisting the issuing of letters testamentary to the person named as executor in said will; in procuring the defendant to be appointed administratrix of the estate—all in the Surrogate’s Court of Onondaga county; and in giving counsel and advice to the defendant prior to the probate of the will, and afterwards to her as administratrix in matters relating to the general management of the estate. Second. In and about an action in the Supreme Court in which the defendant was sole plaintiff, brought to recover certain shares of bank stock bequeathed .to the defendant by the will of Harriet White, deceased, and which b,ad been procured to be assigned by her to another by means of fraud. ' Third. In and about an action in the Supreme Court, [635]*635brought by the defendant as administratrix, to recover for the estate of Harriet White, deceased, other shares of bank stock which the deceased had been induced to assign to another by fraudulent means. The items of disbursements which are set forth in the complaint number 45, amount to $266.65, and range in amount from 25 cents to $83.80; the items for services number 40, range from $10 to $150, amount to $1,800—making a total of $2,066.65. It *s alleged that payments aggregating $287.10 were made by the defendant to apply on said account at four different times, leaving said balance of $1,779.55.. claimed to be due and owing to the plaintiffs from the defendant. The defendant, by her answer, denies all the allegations of the complaint which relate to the merits. For a separate defense she alleges that all the services rendered and disbursements made by the plaintiffs were rendered and made for the defendant “as administratrix with the will annexed of the goods, chattels, and effects of Harriet White, deceased, and were not rendered for this defendant, or against this defendant personally, and were rendered and made with the understanding that the same were to be a claim only against this defendant as such administratrix”; that the plaintiffs have not performed the amount of services specified in the complaint; that the services rendered by the plaintiffs were not of the value claimed, and in fact did not exceed in value the sum of $500. For a further answer it is alleged that the plaintiff's were paid at four different times sums aggregating $559.10 to apply upon their alleged demand, which amount is set up as an offset and counterclaim to plaintiffs’ cause of action. As a still further defense defendant alleges that the greater part of the services rendered and disbursements made by the plaintiffs were so rendered and made pursuant to an agreement entered into with one Harriet Klock, who was named as legatee in the will of Harriet White, deceased, by which the plaintiffs undertook to recover the amount of such legacy for the one-half of the amount so recovered, and that pursuant to such agreement the plaintiffs recovered said interest and received one-half thereof, to wit, $650, which sum the defendant pleads as payment, offset, and counterclaim. It is claimed, in substance, that the gréater part of the services rendered and disbursements made were rendered and made for the plaintiffs themselves, and for their benefit, to enable them to obtain the contingent fee to which they were entitled under the agreement alleged to have been made with Harriet Klock. An examination of the allegations of the parties, as set forth in the moving papers and answer, makes it apparent that a trial of the issues would not only involve.an examination of a long account, but also that they are of such a complicated nature as to render a proper determination by a jury .practically impossible. A jury would be called upon not only to keep in mind the amount of each of nearly 100 items, and to pass upon the value of each item of service, but in addition must determine which items proven to be correct were chargeable to the defendant individually, to her as administratrix, or referable to the agreement alleged to have been entered into between the plaintiffs and Harriet Klock. According to defendant’s answer, the claim1 of the plaintiffs should be divided into at least three, and perhaps four, separate accounts, for only one of which, in [636]*636any event, as is claimed, is the defendant liable, even if she fails to establish her defense of payment.

This complicated condition of affairs is sought to be obviated and simplified to some extent by the admissions or stipulations contained in the opposing affidavits. In the affidavit made by Clinton Snook, the husband of the defendant, it is stated that the defendant will admit upon the trial of the action that the plaintiffs rendered the services alleged in the complaint to have been performed by them, but there is still an issue as to the value of such services, and for whom rendered. The amount of the various items of disbursements is admitted to be correct, but it is still insisted that such disbursements are not chargeable to the defendant. It is therefore apparent that the admissions contained in the answer would aid very little in determining the rights of the parties. The value of every one of the forty items for services must be proven, and it must be ascertained which, if any of them, are chargeable to the defendant individually, or to her in some other capacity, or at all. So, with reference to the items of disbursements, while the amount is not in dispute, it must be decided to which one of the four accounts each item belongs. If the contention of the plaintiffs is correct, their claim did not result because of a single retainer to conduct a single action, but on account of several distinct employments for the institution and prosecution of independent proceedings. Considering all the allegations of the parties, we are constrained to hold that a proper case was presented to the Special Term for a compulsory reference, within the meaning of section 10x3 of the Code of Civil Procedure. We are not unmindful of the rule that “the court refers suits for attorney’s fees with great reluctance, and only when it will be impracticable to try it with a jury.” Watson v. Cooley (Super. Ct.) 3 N. Y. Supp. 211. The rule adverted to is, for obvious reasons, a salutary one, but it should not be interpreted so as to put attorneys entirely outside the pale of section 1013 of the Code. The correct rule is stated in Ruger v. Belden, 27 Hun, 405, affirmed 91 N. Y. 646, as follows:

“Action for attorney’s services. The services were rendered in several different actions or proceedings running through a period of six years. According to the affidavits on the part of the plaintiffs and the pleadings, the services were rendered under several separate retainers, and the special term is deemed to have so held. The value of the services is put in issue by the pleadings, and the trial will involve the examination of a large number of items of service, with a view to determining the value of each. We think the action is referable.”

In Richards v. Stokes, 1 App. Div. 306, 37 N. Y. Supp.

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