McCaffrey v. Estate of Brennan

533 S.W.2d 264, 1976 Mo. App. LEXIS 1964
CourtMissouri Court of Appeals
DecidedFebruary 3, 1976
Docket36534
StatusPublished
Cited by14 cases

This text of 533 S.W.2d 264 (McCaffrey v. Estate of Brennan) is published on Counsel Stack Legal Research, covering Missouri Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
McCaffrey v. Estate of Brennan, 533 S.W.2d 264, 1976 Mo. App. LEXIS 1964 (Mo. Ct. App. 1976).

Opinion

McMILLIAN, Judge.

This is an appeal from a judgment in favor of plaintiff-respondent in a civil action based on quantum meruit for services against defendant-appellant, a decedent’s estate. For the reasons discussed below, we reverse and remand for a new trial.

Plaintiff Catherine McCaffrey performed services for the decedent Clarence E. Brennan both in his private affairs as an individual and in his business. The services rendered the business, “Spry Farms,” covered the period from August 1963 to August 1969, when the business was sold by the decedent. These services consisted, generally, of duties as a saleswoman and bookkeeper at the business, which was a retail pet supply store. Specifically, plaintiff’s duties included making sales, checking invoices and purchase orders, supervising inventory, handling banking and payroll responsibilities and various tax reports, handling collections, and negotiating the sale of the business. Services allegedly rendered the decedent as an individual consisted of banking and bill-paying, running errands, chauffeuring, and visiting the decedent in a hospital and nursing home. These services were rendered continuously during the period August 1963 to January 1972. Plaintiff was never paid for any of the above services, but the decedent had promised to make “adequate provision” in his will.

Mr. Flynn was employed as an attorney for “Clarence E. Brennan doing business as Spry Farms,” and subsequently for Clarence E. Brennan’s estate. Mr. Flynn represented the Brennan account in a variety of suits and legal matters from May 1967, up to the time the business was sold. On April 19,1969, at the request of decedent’s brother, Mr. Flynn prepared a power of attorney running from decedent to plaintiff. Mr. Flynn met with the decedent only twice. On these occasions, plaintiff was in their presence; and, on one occasion decedent’s brother was “not in hearing distance but there.” Otherwise, all of Mr. Flynn’s contacts were with plaintiff, who furnished him information. For his work, Mr. Flynn billed Spry Farms, and the bills were paid by plaintiff under the power of attorney from the decedent.

Mr. Flynn prepared a will for Clarence Brennan, also at his brother’s request. This will included a bequest for plaintiff. The apparent amount of this bequest was $10,-000. This will was, however, never executed.

Following the death of Clarence Brennan, plaintiff filed a quantum meruit claim against his estate for $24,413.50. At trial, Betty McNamara, the bookkeeper who had prepared tax returns$for “Clarence Brennan doing business as Spry Farms,” testified extensively concerning various financial aspects of the business, including her estimate that the decedent’s net worth was over $200,000.00. This latter the judge ordered stricken and instructed the jury to disregard it. Plaintiff also called Mr. Flynn as a witness. He was permitted to testify, over frequent objections of counsel, that he had prepared a will for the decedent at the direction of decedent’s brother, that the will was never executed, and that the will contained a bequest of money for plaintiff. The unexecuted will was never admitted *266 nor was the amount of any bequest to plaintiff identified for the jury. In his final argument to the jury, plaintiff’s counsel made the following statement: “[Y]ou will recall Mr. Flynn testified he prepared a will and it had a provision in it for Catherine McCaffrey and it was a substantial provision.” Following objection and motion for mistrial by counsel for the estate, the trial court instructed the jury to disregard the word “substantial.” Forty-five minutes into its deliberations, the jury requested the unexecuted will. Ten minutes after the trial court denied this request, the jury returned a verdict for plaintiff of $25,-000.00. Plaintiff remitted $2,500.00, and judgment was entered for plaintiff for $22,-500.00.

On appeal, defendant has three contentions. First, defendant contends that the trial court erred in admitting Ms. McNamara’s testimony concerning the size of decedent’s estate and other financial matters of decedent, for the reason that such evidence was irrelevant, immaterial, and prejudicial to defendant. Second, defendant contends that the trial court erred in admitting the testimony of Mr. Flynn regarding the preparation for decedent of an unexe-cuted will, for the reason that its use was barred by the attorney-client privilege. And finally, defendant asserts that plaintiff’s attorney’s reference in final argument to a “substantial” provision for plaintiff in decedent’s will was so manifestly prejudicial that the trial court abused its discretion in denying defendant’s counsel’s request for a mistrial.

Regarding defendant’s first contention, we note initially that the most damaging testimony, Ms. McNamara’s assigning a value of $200,000.00 to the estate, was in fact not admitted but was stricken. At that time, defendant’s counsel did not request a mistrial; therefore, the trial court granted defendant all the relief it requested. The evidence which was admitted included the gross sales and personal taxable income of the decedent over the period in question and the sale price of the real estate for Spry Farms. Plaintiff relies on Allmon v. Allmon, 314 S.W.2d 457 (Mo.App.1958), to justify the introduction of testimony concerning the financial affairs of the decedent; her rationale is that this goes to decedent’s intent to pay for the services. However, in Alimón, unlike the case at bar, the plaintiff was related to the decedent. This is significant because, absent a family relationship, the law presumes an intent to pay for the services. See Kopp v. Traders Gate City Nat. Bank, 357 Mo. 659, 210 S.W.2d 49 (banc 1948); Vosburg v. Smith, 272 S.W.2d 297 (Mo.App.1954). 1 Intent to pay for the services was not at issue; therefore, the evidence of decedent’s financial condition was immaterial. Furthermore, its admission may have been prejudicial to defendant. In a suit in quantum meruit, the sole measure of recovery should have been the market value of the services rendered. Evidence concerning decedent’s ability to pay not only would have been no criterion as to the value of plaintiff’s services but also could have influenced the jury to award greater damages on a basis not warranted by the merits. Springli v. Mercantile Trust Co., 333 S.W.2d 311, 314-15 (Mo.App.1960); Runnels v. Allen’s Estate, 184 S.W.2d 740, 743-44 (Mo.App.1945). On remand, this evidence should be excluded. However, because we choose to base our reversal explicitly on attorney-client privilege, we need not decide whether such evidence by itself would have been so prejudicial as to warrant a new trial. Maey v. Day, 346 S.W.2d 555 (Mo.App.1961).

Defendant’s second contention is that Mr. Flynn’s testimony concerning the preparation of an unexecuted will was inadmissible because of the attorney-client privilege. 2 We agree.

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Bluebook (online)
533 S.W.2d 264, 1976 Mo. App. LEXIS 1964, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mccaffrey-v-estate-of-brennan-moctapp-1976.