Lucas v. Velikanje

471 P.2d 103, 2 Wash. App. 888, 1970 Wash. App. LEXIS 1215
CourtCourt of Appeals of Washington
DecidedJune 16, 1970
Docket50-40452-3
StatusPublished
Cited by40 cases

This text of 471 P.2d 103 (Lucas v. Velikanje) is published on Counsel Stack Legal Research, covering Court of Appeals of Washington primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lucas v. Velikanje, 471 P.2d 103, 2 Wash. App. 888, 1970 Wash. App. LEXIS 1215 (Wash. Ct. App. 1970).

Opinion

Green, J.

Plaintiff, Maria Lucas, appeals from an order granting a partial summary judgment and from a judgment *889 entered on a jury verdict in favor of defendant, E. Frederick Velikanje, in an action for malpractice.

On April 24, 1957, plaintiff married Paul Lucas; they lived near Yakima. Both owned substantial properties and had children by prior marriages. They executed an ante-nuptial agreement providing essentially that upon the death of either the survivor would not share in the other’s estate, except plaintiff was to receive $500.

On August 16, 1964, Paul Lucas was hospitalized in Seattle because of recurring emphysema. On August 19, 1964, plaintiff who was also then in Seattle telephoned defendant, her attorney in a prior divorce action, and stated that Mr. Lucas was in the hospital and wanted some papers prepared. That evening about 11 p.m. defendant arrived in Seattle and went directly to the hospital. Upon entering Mr. Lucas’ room, defendant said: “Maria had asked me to come over and said that you wanted some papers drawn and . . . you wanted to make some changes in your estate.” Mr. Lucas replied, “I have my own attorney. I don’t want your services”; he stated his own attorney would draw a trust but he was not going to do anything about it until he returned to Yakima; and that when the trust was signed everyone would be taken care of. The defendant asked if there was anything he could do for him. Mr. Lucas replied, “No.” Mrs. Lucas commented several times in the background, “What about Maria?”

On August 21, 1964, plaintiff again called defendant requesting that he return to Seattle and stating that Mr. Lucas wanted to make changes in his estate. Defendant refused to go unless joined by Howard Elofson, Mr. Lucas’ personal attorney. Mr. Elofson agreed and accompanied defendant to Seattle. Upon arrival, Mr. Elofson consulted privately with Mr. Lucas who told him that at this time he didn’t want to do anything. Defendant saw Mr. Lucas only to say “hello.” Thereafter, defendant advised plaintiff that he could not make any changes in her husband’s estate. Plaintiff referred to notes with the words “Cadillac” and “home” written on them and asked if these were adequate *890 to convey title to the named pieces of property. Defendant told her they were not.

On August 30, 1964, Mr. Elofson went alone to Seattle to confer with Mr. Lucas; he was instructed to prepare a trust agreement. On September 3, 1964, he returned to Seattle and Mr. Lucas executed the trust agreement. The trust was for a term of 3 years; it included substantially all of Mr. Lucas’ property; the National Bank of Commerce of Seattle and Robert L. Lucas, a son, were named cotrustees. The income was to be paid to Mr. Lucas; and if necessary to meet his needs, the principal could be invaded. In the event of Mr. Lucas’ death during the existence of the trust, his sons, Robert and Richard, were to be the principal beneficiaries of the trust; the plaintiff was to receive $10,000 on condition she had commenced no action for divorce against Mr. Lucas and was then living in his home in Yakima.

By early December 1964, Mr. Lucas’ condition improved; he returned to his home in Yakima under the care of a male nurse. On December 16, plaintiff again telephoned defendant, stating Mr. Lucas wanted him to come to their home. Defendant refused unless this request was confirmed by Mr. Lucas and only if Mr. Elofson was also present. The request was confirmed. Mr. Elofson and defendant drove separately to the Lucas home on Thursday, December 17, arriving about 1:30 p.m. Mrs. Lucas took them directly to Mr. Lucas’ bedroom where defendant observed that while Mr. Lucas’ physical appearance was not good, it was much better than when he was hospitalized. Mr. Lucas told the attorneys he wanted to change his estate and leave everything to plaintiff. Thereupon, Elofson with Mr. Lucas’ permission revealed the existence of the trust agreement. While standing at the end of the room furthest from the bed, both attorneys read and discussed the trust. Defendant commented to Mr. Lucas that inasmuch as the trust provided it was to be irrevocable, he didn’t know how it could be revoked. Mr. Lucas then said he wanted the attorneys to work together to find a way to revoke the trust. Defendant received the impression that he, in consultation with Elof- *891 son, was to spearhead research on the problem of revoca^ tion. Mr. Lucas told defendant that everything he had was in the trust. Defendant told Mr. Elofson. that because the irrevocable provision was difficult to get around, he had extensive briefing to do. Both attorneys were to begin briefing the problem independently. When Mr. Lucas was asked about the ante-nuptial agreement, he used “tearing” motions indicating he wanted it torn up. Defendant asked where it was. Elofson said he had it and would take care of it. As the attorneys were leaving, Mr. Lucas privately requested Elofson to return the following day.

Defendant returned to his office where he consulted with members of his firm concerning the trust and began extensive research. Defendant secured evidence of title to the assets under the trust and discussed with the trust officer of the National Bank of Commerce, cotrustee under the trust, what their attitude would be relative to withdrawing from the trust.

The next day, Friday, Elofson visited privately with Mr. Lucas in his bedroom. Lucas told Elofson he wanted to leave the trust as it was, irrevocable. He stated his wife had him down and he didn’t know what to do; that there was terrible jealousy between his wife and his son, Robert, and he wanted Mr. Elofson to let her own lawyer give her the bad news that the trust couldn’t be revoked. Mr. Lucas was going to “play it dumb” and he admonished Elofson to do likewise. Thereafter, Elofson returned to his office and made a memorandum of the conversation. This memorandum was admitted into evidence wherein it is noted that Mr. Lucas felt that he was “nailed to the cross by her.”

On the afternoon .of Friday, December 18, defendant called Elofson and told him he did not believe the trust could be revoked without the consent of Mr. Lucas and the beneficiaries. He indicated he would continue his research to find another way to revoke the trust. In the early morning of December 19, Mr. Lucas had a sudden episode of respiratory distress requiring his hospitalization. Later that day plaintiff called the defendant at his office where he was *892 still briefing. Plaintiff asked if defendant would contact Mr. Elofson and determine how he was coming along with the papers. Defendant replied he would do his best to talk with him. Elofson stated he would have the papers ready on Monday. On Sunday, December 20, plaintiff informed defendant that Mr. Lucas died. Defendant then called Elofson who told him of his private conversation with Mr. Lucas on Friday, December 18.

On August 10, 1965, plaintiff brought an action against Robert L. Lucas and others to obtain title to the property covered by the trust. She was unsuccessful. Maria Lucas v. Robert Lucas, Yakima County No. 48905. No appeal was taken. Thereafter, plaintiff brought this action for malpractice against defendant.

First, plaintiff claims the court erred in granting a partial summary judgment to defendant.

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

Related

Timothy Reeves v. Computer Solutions of Spokane, Inc.
Court of Appeals of Washington, 2021
Bays v. Bays (In Re Bays)
413 B.R. 866 (E.D. Washington, 2009)
Gausvik v. Abbey
107 P.3d 98 (Court of Appeals of Washington, 2005)
Nielson v. Spanaway General Medical Clinic, Inc.
135 Wash. 2d 255 (Washington Supreme Court, 1998)
Nielson v. Spanaway General Medical Clinic
956 P.2d 312 (Washington Supreme Court, 1998)
Reninger v. Department of Corrections
134 Wash. 2d 437 (Washington Supreme Court, 1998)
Reninger v. State Dept. of Corrections
951 P.2d 782 (Washington Supreme Court, 1998)
Noel v. King County
738 P.2d 692 (Court of Appeals of Washington, 1987)
McDaniels v. Carlson
738 P.2d 254 (Washington Supreme Court, 1987)
Jensen v. Torr
721 P.2d 992 (Court of Appeals of Washington, 1986)
Bunce Rental, Inc. v. Clark Equipment Co.
713 P.2d 128 (Court of Appeals of Washington, 1986)
Safeco Insurance Co. of America v. McGrath
708 P.2d 657 (Court of Appeals of Washington, 1985)
In Re the Marriage of Mudgett
704 P.2d 169 (Court of Appeals of Washington, 1985)
Mead v. Park Place Properties
681 P.2d 256 (Court of Appeals of Washington, 1984)
Island County v. MacKie
675 P.2d 607 (Court of Appeals of Washington, 1984)
Rains v. State
674 P.2d 165 (Washington Supreme Court, 1983)
Seattle-First National Bank v. Cannon
615 P.2d 1316 (Court of Appeals of Washington, 1980)
Beagles v. Seattle-First National Bank
610 P.2d 962 (Court of Appeals of Washington, 1980)
Dunlap v. Wild
591 P.2d 834 (Court of Appeals of Washington, 1979)

Cite This Page — Counsel Stack

Bluebook (online)
471 P.2d 103, 2 Wash. App. 888, 1970 Wash. App. LEXIS 1215, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lucas-v-velikanje-washctapp-1970.