McDonald v. French

32 Ohio Law. Abs. 356, 1940 Ohio App. LEXIS 1161
CourtOhio Court of Appeals
DecidedJune 18, 1940
DocketNo. 1639
StatusPublished
Cited by1 cases

This text of 32 Ohio Law. Abs. 356 (McDonald v. French) is published on Counsel Stack Legal Research, covering Ohio Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
McDonald v. French, 32 Ohio Law. Abs. 356, 1940 Ohio App. LEXIS 1161 (Ohio Ct. App. 1940).

Opinion

OPINION

By BARNES, J.

The above entitled cause is now Doing determined as an error proceeding by reason of plaintiff's appeal on questions of law from the judgment of the Probate Court of Montgomery County, Ohio.

Defendant filed a general demurrer to plaintiff’s amended petition, which demurrer was sustained and plaintiff, not desiring to plead further, his petition was dismissed and judgment entered for costs.

Within statutory time, plaintiff filed his notice of appeal on questions of law, thus placing the action in this court.

The sole and only question for determination is the sufficiency of the petition, although many other questions are raised and discussed through the briefs.

The petition is very lengthy and is set out as two causes of action. Without attempting a literal quotation of the petition, it will be our purpose to set out the substance.

Elia I. French, wife of I. Newton Frenen, both of whom resided in the City of Dayton, Ohio, died on July 31, 1931. She left a last will and testament, in which she named I. Newton French as her executor and bequeathed to him all the property, after the payment of expenses and indebtedness. The will was duly admitted to probate and I. Newton French duly qualified as executor.

The plaintiff, Allen C. McDonald, was retained and employed by said executor to perform the proper and necessary legal services required in the settlement of the estate of said decedent. Plaintiff performed all of the legal servies required in connection with said estate, in accordance with the provisions of the probate law of the State of Ohio. The sum of $1400.00 was agreed upon between plaintiff and the executor, I Newton French, as the compensation for the legal services performed by plaintiff. The first and final account of the executor was filed in the Probate Court on September 11, 1933, and was settled by the Probate Court on November 1, 1933. The executor in his first and final account took credit for the attorney fee of $1400.00, and plaintiff duly signed a receipt for said amount, which was filed as a voucher in the said first and final account.

Plaintiff alleges that the executor did not pay him the said sum of $1400.00 at the time the receipt was signed and the account filed, but in the latter part of December, 1933, did pay the plaintiff $25.00, but no other and further amount has actually been paid at any time.

Plaintiff alleges that the purpose of signing the receipt and including the same as a voucher in the first and final account was for the purpose of enabling the executor to have determined the inheritance rax.

It is further alleged that the executor agreed to pay the full amount both individually and from the assets of the estate, as the amount might be collected in.

The petition further alleges error and mistake in that the executor knew ar the time of filing his final account and deducting credit for the $1400.00 fee, that the same had not been paid.

The petition also charges fraud upon the court and the plaintiff in deducting said amount when in truth and in fact [358]*358the amount was not paid. Fraud is also charged as affecting the political subdivision in that the inheritance tax was calculated on a deduction of $1400.00, for which sum the executor tools credit when in fact no part of the amount was ever paid.

The petition sets out much more detail, but we think we have made a fair presentation of the substance.

The present action was filed on March 19, 1937, and therein I. Newton French was made defendant as executor of the last will and testament of Elia I. French, deceased, and also I. Newton French individually.

On May 6, 1937, I. Newton French died, leaving Ethel Jane French his widow. On August 13, 1937, the widow was appointed by the Probate Court of Montgomery County, Ohio, as administratrix de bonis non with the will annexed of the estate of Ella I. French, deceased.

The petition was attacked by motion to dismiss on the claimed ground mat the action was res ad judicata. This motion was overruled. Thereafter demurrer was filed to the original petition on the claim of misjoinder of parties. The demurrer was sustained on the ground that an attempt was made to ¡nclude I. Newton French individually as a party defendant.

On July 18, 1939, plaintiff filed his amended petition, to which a general demurrer was filed and sustained, the cause dismissed and judgment for costs awarded against plaintiff.

The Probate Court in sustaining the demurrer and entering final judgment, rendered a written opinion through which we are favored with the reasoning of the court.

In substance, the court determined that the allegations of. fact set out in the petition do not support the conclusion of error and mistake or fraud, as these terms are understood; further, that attorney fees are the personal obligation of I. Newton French, and under the facts alleged were at no time an obligation against the estate; further, that the executor and attorney might properly agree to the amount of attorney fees, subject only to the right of the Probate Court to determine its reasonableness. The settling of the first and final account by the Probate Court would have the legal effect of determining that the amount so charged was reasonable; that any right of action that the plaintiff now has would be against I. Newton French, individually or against his estate, since he is now deceased.

Sec. 10506-40 GC, in part reads as follows:

“The determination of the Probate Court on the settlement of an account shall have the same force and effect as a judgment at law or decree in equity, as the particular case may require, and shall be final as to all persons having notice of the hearing, except:
(a) * * *
(b) * * *
(c) Upon any settlement of an account all former accounts may be so far opened as to correct a mistake or error therein, on condition, however, that a matter in dispute that has been previously determined by the court shall not be brought in question by either of the parties without leave of court upon good cause first shown:
(d) In case of fraud or collusion.
^

This is the section under which plaintiff predicates his right of action; no other section of the Code has any bearing upon the question.

We agree with the trial, court that the facts alleged in the petition negative the claim of error or mistake, and •also fraud, as either or all affect the plaintiff.

There is no allegation in the' petition that the plaintiff did not know exactly what was set out in the receipt which he signed and the first and final account filed by the executor. In the absence of any such allegation, it is inferable from other allegations that the plaintiff prepared the account. We base this conclusion on the allegation contained in the petition that plaintiff performed all legal services attending the settlement of the estate.

[359]*359It is a well recognized principle that a party to a transaction can not base any claim of error or mistake, except where it is affirmatively alleged that such error or mistake was mutual. Furthermore, error of law can not be the basis of such a claim; it must be an error or mistake of fact.

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Cite This Page — Counsel Stack

Bluebook (online)
32 Ohio Law. Abs. 356, 1940 Ohio App. LEXIS 1161, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcdonald-v-french-ohioctapp-1940.