McGlone v. Fairchild

57 N.W.2d 727, 263 Wis. 441, 1953 Wisc. LEXIS 448
CourtWisconsin Supreme Court
DecidedMarch 31, 1953
StatusPublished
Cited by18 cases

This text of 57 N.W.2d 727 (McGlone v. Fairchild) is published on Counsel Stack Legal Research, covering Wisconsin Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
McGlone v. Fairchild, 57 N.W.2d 727, 263 Wis. 441, 1953 Wisc. LEXIS 448 (Wis. 1953).

Opinion

Currie, J.

The merits of claimants’ claim against the estate of Madeleine Smith, deceased, are not before us on these appeals, but only the procedural questioñ of whether Arthur W. Fairchild, as executor, is required to produce certain former wills and codicils of the deceased, or copies thereof, and to testify as to contents thereof.

If such former wills and codicils had been found among the papers of the deceased, which were in her possession at the time of death, such wills and codicils would be admissible in evidence if their contents were otherwise material or relevant to the issue of the controversy being tried, irrespective of the coincidence that the executor who took over the custody of said instruments after the death of testatrix was an • attorney and said wills and codicils had been drafted either by him or one of his law partners. Under such a state of facts, the question of whether said wills and codicils constituted privileged communications between client and attorney ■ would not be presented.

However, there appears in the record in this case an affidavit of Fairchild stating certain undisputed facts, and we quote from such affidavit as follows:

“Affiant, in his capacity as executor, does not have possession of any wills or codicils made by Madeleine Smith subsequent to November 13, 1934, and prior to June 11, 1947, the date of her last will and testament admitted to probate herein, nor of any copies of any such wills or codicils. For many years prior to 1932 and continuously thereafter affiant has been and is a partner in the law firm formerly named Miller, Mack & Fairchild and now continuing under the name of
*446 Fairchild, Foley & Sammond. All wills and codicils of Madeleine Smith made during the period from the death of Clement C. Smith on February 14, 1935, to June 11, 1947, or copies thereof, which are in existence and of which affiant has any knowledge, are in possession of affiant and his law partners as Madeleine Smith’s attorneys and came to their possession in the confidential relationship of client and attorney.”

Fairchild testified upon his adverse examination that all of such wills and codicils had been drafted either by him or by one of his law partners. However, this last fact would appear not to be material on the issue of whether such prior wills and codicils in the possession of Fairchild, or his law firm, constituted privileged communications on the part of testatrix because 1 Wharton, Evidence (3d ed.), p. 563, sec. 576, states that the privilege extends “to written instruments held by counsel or attorneys on behalf of clients.”

Our statute as to privileged communications between attorney and client is sec. 325.22, Stats., reading as follows:

“An attorney or counselor at law shall not be allowed to disclose a communication made by his client to him, or his advice given thereon in the course of his professional employment. This prohibition may be waived by the client, and does not include communications which the attorney needs to divulge for his own protection, or the protection of those with whom he deals, or which were made to him for the express purpose of being communicated to another, or being made public.”

As originally enacted in 1878, the statute consisted of but the first sentence, and in Will of Downing (1903), 118 Wis. 581, 591, 95 N. W. 876, this court stated with respect thereto :

“All the authorities, including the two recent adjudications from this court, agree that the section of the statute in question is nothing more than a re-enactment of the common law.”

*447 Thereafter in 1927 the statute was amended by sec. 19, ch. 523, Laws of 1927, to add the second sentence to be found in our present statute, which amendment originated as part of a revisor’s bill, and a revisor’s note thereto stated that the purpose was to “express important and well-established exceptions theretofore to be found in the decisions of the courtsso that the statute as so amended continued to be declaratory of the common law.

There is perhaps no decided case which has been cited more often as expressing the common law with respect to the application of the rule of privileged communications between attorney and client in litigation arising after the death of. a client than the English case of Russell v. Jackson (1851), 9 Hare, 387 (68 Eng. Reprint 558). This case was cited by the United States supreme court in Glover v. Patten (1897), 165 U. S. 394, 17 Sup. Ct. 411, 41 L. Ed. 760, and by the courts of last resort of many of our sister states. This court quoted'from Russell v. Jackson in Will of Downing, supra, as follows (p. 592) :

“ ‘The reasons of the rule which protects from disclosure communications made in professional confidence apply in cases of conflict between the client or those claiming under him, and third persons, but do not apply in cases of testamentary disposition by the client as between different parties, all of whom claim under him. The privilege does not belong to the executors as against the next of kin, but, following the legal interest, is subject to the trust, and incident to which the legal interest is subject.’ ” (Italics supplied.)

The italicized portion of the foregoing quotation from Russell v. Jackson appearing in the opinion in Will of Downing, supra, is directly applicable to the issue before us in the case at bar, if the claimants stand in the position of “third persons” who are asserting a claim adverse to the estate of testatrix, instead of claiming “under” the testatrix as does the executor. However, counsel for claimants state in their brief:

*448 “These claimants claim under the deceased. They are not strangers making a claim against the deceased. . . . they are claiming not adverse to the testatrix’ interest but certain specific property through the testatrix which she acquired from her husband.”

We cannot follow the logic of such contention. If claimants were claiming as legatees under the will of testatrix, or as her heirs at law, they would be claiming under or through the testatrix. However, they do not so claim but on the contrary their claim is based upon breach of contract by testatrix which of necessity makes the same adverse to testatrix and her estate. Therefore, inasmuch as claimants are not claiming under or through the testatrix but are asserting an adverse claim against the estate represented by the executor, who does claim under the testatrix, the common-law rule of privileged communications between client and attorney embodied in sec. 325.22, Stats., applies to the prior wills and codicils, and the learned trial court rightly held that Fair-child was not required to produce them, or to testify to their contents.

Counsel for claimants rely upon the recent decision of this court in Estate of Landauer (1952), 261 Wis. 314, 52 N. W. (2d) 890, 53 N. W. (2d) 627, as authority that the rule of privilege does not apply in the instant case.

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57 N.W.2d 727, 263 Wis. 441, 1953 Wisc. LEXIS 448, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcglone-v-fairchild-wis-1953.