Miller v. Judd

1967 OK 140, 429 P.2d 714, 1967 Okla. LEXIS 470
CourtSupreme Court of Oklahoma
DecidedJune 20, 1967
Docket40919
StatusPublished
Cited by6 cases

This text of 1967 OK 140 (Miller v. Judd) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Miller v. Judd, 1967 OK 140, 429 P.2d 714, 1967 Okla. LEXIS 470 (Okla. 1967).

Opinion

429 P.2d 714 (1967)

Mary Linn Dobson MILLER, Executrix of the Estate of Lora Linn Dobson, Deceased, Plaintiff in Error,
v.
Louise JUDD, a/k/a Mrs. Virgil W. Judd, Defendant in Error.

No. 40919.

Supreme Court of Oklahoma.

June 20, 1967.

Dragan D. Petroff, and Robert G. Grove, Grove, Winters & Cloud, Oklahoma City, Grove, Winters & Cloud, Oklahoma City, of counsel, for plaintiff in error.

Don Dale, Dale & Dale, Guymon, Stuart B. Strasner, Oklahoma City, for defendant in error.

*715 WILLIAMS, Justice.

This appeal is on the original record made in the court below, sitting with a jury, in an action wherein plaintiff, defendant in error herein, sought to recover from Mary Linn Dobson Miller, executrix of the Estate of Lora Linn Dobson, deceased, plaintiff in error herein, compensation for services allegedly rendered to Lora Linn Dobson (hereinafter referred to as Mrs. Dobson) during her lifetime and to said executrix in furtherance of the administration of Mrs. Dobson's estate. The parties herein will be referred to as they appeared below, i.e., defendant in error will be referred to as plaintiff and plaintiff in error will be referred to as defendant.

In her petition below, plaintiff alleged that from January 1, 1960, until Mrs. Dobson's death on December 30, 1962, she (plaintiff) acted "as the personal secretary, companion, and business manager" of Mrs. Dobson; that Mrs. Dobson "did repeatedly promise this plaintiff that she would be adequately compensated for such services"; that the reasonable value of such services rendered by plaintiff during the specified years was $2400.00 in 1960, $3600.00 in 1961, and $4200.00 in 1962. Plaintiff also alleged that she, at the request of defendant, "did perform additional services for the estate of Lora Linn Dobson in that she did perform all services customarily performed by an administrator for the period from December 30, 1962, to March 25, 1963" and "that the reasonable value of such services during such period amounts" to $1500.00. Plaintiff further alleged that she had filed *716 a claim with defendant as executrix of the estate of Lora Linn Dobson for the above stated amounts and that such claim had been rejected.

Defendant answered by general denial, except admitting that plaintiff had filed a claim with the Estate of Lora Linn Dobson and that such claim had been rejected.

At trial, defendant moved to require plaintiff "to make election on the theory on which she proceeds, whether on the theory of express contract or quantum meruit". This motion was overruled by the court. Thereupon, plaintiff testified, in brief summary, that in the summer of 1959, Mrs. Dobson, who was then nearing 80 years of age, asked for plaintiff's assistance in handling mail and getting certain affairs in order; that at the time of this conversation, Mrs. Dobson stated to plaintiff, "you will be amply repaid"; that beginning in January, 1960, plaintiff performed various services for Mrs. Dobson, including the purchasing of groceries and foodstuffs, obtaining and posting the mail (Mrs. Dobson had no home postal delivery), doing light housekeeping, depositing money to various checking and savings accounts, obtaining certain supplies and necessities such as stationery and prescription drugs, and assembling financial data and papers for use in preparing Mrs. Dobson's income tax returns. Plaintiff also testified that as Mrs. Dobson became more infirm, she (plaintiff) was required to read to and often answer for Mrs. Dobson the large volume of mail received.

In December, 1962, Mrs. Dobson was hospitalized in Liberal, Kansas, for approximately ten days after which she was transferred to a convalescent home in Guymon, Oklahoma. She died in Guymon on December 30, 1962. During this period of confinement, plaintiff testified that she performed numerous services relative to Mrs. Dobson's personal needs and affairs, which services, due to Mrs. Dobson's confinement in other cities, required considerable traveling by automobile.

In her testimony, plaintiff estimated that she spent approximately 120 hours in each month of 1960 performing the above described services, and that because of Mrs. Dobson's steadily declining health, these hours increased to 150 in each month of 1961 and to 180 in each month of 1962. Plaintiff placed a value of $1.25 an hour for each hour spent in the performance of such services in 1960, and a value of $1.50 for each hour so spent in the years 1961 and 1962. In addition to the compensation sought for the hours spent performing services for Mrs. Dobson, plaintiff also claimed an amount, apparently $50.00 per month during the period of employment, for reimbursement of automobile expenses.

Plaintiff further testified that, in addition to the statement made in 1959, Mrs. Dobson on several other occasions stated that plaintiff would be amply repaid for her services. Plaintiff also testified that on several occasions in 1961 Mrs. Dobson stated that she intended to provide in her will that plaintiff would receive one third of her estate; and, that on several occasions in 1962, Mrs. Dobson mentioned adopting plaintiff to insure that plaintiff would be compensated for her services. A third party corroborated plaintiff's statements by testifying that on several occasions Mrs. Dobson had stated to witness that she (Mrs. Dobson) intended to pay plaintiff for her services; that she intended to leave plaintiff one third of her estate; and, finally, that she intended to adopt plaintiff and devise to plaintiff one third of her estate.

Defendant repeatedly objected to the above testimony of plaintiff relating to her possible inheritance under the will of Mrs. Dobson and to her proposed adoption by Mrs. Dobson. The court allowed into evidence portions of this testimony which related to promises to compensate plaintiff, but sustained the objection to testimony relating to adoption. The court subsequently allowed all such evidence to be received on the theory that "certain features attached *717 to these conversations" had already reached the jury.

As indicated above, plaintiff also sought in a separate count compensation in the amount of $1500.00 for services rendered to the Estate of Lora Linn Dobson. As to this separate count, plaintiff testified that defendant had stated subsequent to Mrs. Dobson's death that although defendant would be appointed executrix of Mrs. Dobson's estate, plaintiff would be administratrix in fact and would receive the fee allowed for such services. Plaintiff further testified in detail as to the services she had rendered to the Estate of Lora Linn Dobson during the period of time set forth in her petition. To establish the value of these services, an expert witness, an attorney, testified as to the statutory compensation provided for services of an executrix or administratrix.

During her lifetime, Mrs. Dobson's home had been in Hooker, Texas County. At the time plaintiff's services to Mrs. Dobson's estate (as well as those for Mrs. Dobson during her lifetime) were performed, her only immediate relative, a daughter (defendant executrix), was a resident, with her family, of Louisiana and consequently not immediately available to render the services required.

At the close of trial, plaintiff moved for a directed verdict and defendant demurred to the evidence and also moved for a directed verdict. The court overruled both motions and the demurrer. After cause was submitted to the jury, a general verdict in the sum of $4500.00 was returned for plaintiff. This verdict did not specify the amounts returned on each cause of action alleged by plaintiff.

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Cite This Page — Counsel Stack

Bluebook (online)
1967 OK 140, 429 P.2d 714, 1967 Okla. LEXIS 470, Counsel Stack Legal Research, https://law.counselstack.com/opinion/miller-v-judd-okla-1967.