Moran v. Simpson

173 N.W. 769, 42 N.D. 575, 1919 N.D. LEXIS 166
CourtNorth Dakota Supreme Court
DecidedJune 2, 1919
StatusPublished
Cited by2 cases

This text of 173 N.W. 769 (Moran v. Simpson) is published on Counsel Stack Legal Research, covering North Dakota Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Moran v. Simpson, 173 N.W. 769, 42 N.D. 575, 1919 N.D. LEXIS 166 (N.D. 1919).

Opinions

Grace J.

Appeal from the district court of Stark county, Chas M. Cooley, Judge.

This action is one to set aside and cancel a deed to certain lands, and a certain assignment to certain lands, and personal property, and to reform a certain note and mortgage. The material facts in the case are as follows:

James H. Caldwell and Laura E. Caldwell, his wife, were murdered by their hired man in Stark county, North Dakota, on April 30, 1917. James H. Caldwell died testate, seised of certain real estate which consisted of approximately 4,100 acres of land in Stark county, 225 head of cattle, and, in addition to this, some horses, farm machinery, and furniture. The estate was appraised at $60,000; it was encumbered for approximately $10,000. The property was all in Mr. Caldwell’s name. He had two children only, — a daughter, May L. Moran, the plaintiff, and a son, Jay Allen Caldwell, who, it is conceded, disappeared in October, 1907, and who has never since been heard from. [580]*580It does not appear from the record in this case whether Mr. or Mrs. Caldwell died first. It is a matter which is not material in this controversy, except it may have an indirect bearing upon one of the questions presented to which we will later refer. Mrs. Caldwell died intestate, leaving an adult son, Albert Mark Smith, who was her only heir, he being her son by a prior marriage to that with Mr. Caldwell. The will of Mr. Caldwell was dated the 4th day of April, 1916. In it he bequeathed to his wife for the term of her natural life the homestead, the northeast quarter .(N.E.-J) of section 8, township 138, range 93, together with the income and profits therefrom. He further bequeathed her the sum of $15,000, which was to be realized from the sale of personal property or real estate. In addition to this, he bequeathed to her all the horses and machinery and furniture. He bequeathed to Deborah Lovewell, his sister of Chicago, Illinois, the sum of $1,000 and also a contingent interest in other property to which we will later refer; to his sister Julia H. Tennis, of Chicago, the sum of $1,000. All the residue of the estate, real, personal, and mixed, he devised and bequeathed to Id. H. Johnson and W. E. Burnett, of Dickinson, North Dakota, and F. H. Register, of Bismarck, in trust for J. Allen Caldwell. The will further provided that if J. Allen Caldwell did not within twenty-five years appear to claim his interest, then the residue of the estate should be taken by Deborah Lovewell. He also appointed the same parties who were by the will designated trustees, or survivor, or survivors of them, as the executors of his will, and named them as such therein. The trustees were empowered to hold the property in question, manage and care for the same, to contract for the sale of and to sell and dispose of any and all of the real estate and personal property. A like power was conferred upon the trastees as upon executors.

May L. Moran, desiring to contest the will, first employed as her attorneys the firm of Casey & Burgeson, of Dickinson, North Dakota, and entered into a contract in writing with them, which she duly executed, and which was, on behalf of the firm of Casey & Burgeson, signed with the firm name by T. D. Casey. Mr. Burgeson refused, ■however, to have anything to do with the case, and is not a proper party to the action. This contract is exhibit “G,” and is as follows:

[581]*581Whereas, the estate of James H. Caldwell is about to be probated, and I, the undersigned, Mae Moran, daughter of said James H. Caldwell, wish to have my interests looked after and taken care of.

Therefore, Casey & Burgeson are hereby retained by me to look after my interests in said matter, and, providing a contest of the will of said James IT. Caldwell is decided upon, then and in that case said Casey & Burgeson are to receive as fees for their services . . . amount, the same to be equal to . . per cent of the value of the estate obtained by me through such contest. That unless such contest is decided upon by us, and other disposition is made, under the provisions of the will, then Casey & Burgeson are to receive such fee from me as will be reasonable and hereinafter decided upon.

That I am destitute and without funds and cannot provide funds for said contest or for any purpose, therefore this agreement is made with Casey & Burgeson.

Dated at Dickinson, N. D., this 4th day of May, 191V.

Mrs. Mae Moran.
Witness:
A. M. Fay.
We and each of us hereby accept the terms of the above arrangements.
Dated this 4th day of May, 1917.
Casey & Burgeson,
By T. D. Casey.

Subsequent to the execution of this contract and on May 9, 1917, the plaintiff entered into another contract with Leslie A. Simpson and Tobias D. Casey, being the same Mr. Casey who is a member of the firm of Casey & Burgeson. This contract is exhibit “A” and is as follows:

This agreement, made this 9th day of May, 1917, between May L. Moran of Dickinson, N. D., daughter and heir at law of James H. Caldwell, deceased, and legatee under the purported will of- James H. Caldwell, deceased, party of the first part, and Tobias D. Casey and L. A. Simpson, attorneys, of Dickinson, N. D., parties of the second part, witnesseth':'

The party of the first part desires to contest the will of James H. [582]*582Caldwell, deceased, and to institute legal or other proceedings to acquire for herself her rightful share of her father’s estate, and she is without funds to carry on such contest; to that end she hereby retains and employs the parties of the second part as her attorney irrevocably to take charge of all matters in connection with the said estate for and in her behalf, and to conduct such proceedings in said court or such other court as the case may be removed to, to protect her interest in said estate.
The party of the first part agrees upon her part that she will not enter into or conduct any negotiations of any kind or character with the executors of said estate, the above-named petitioners, or with any other person, looking to a settlement, adjustment, or compromise of her interest connected with the said estate, save and except the parties of the second part, and that- she will, in all things connected with any litigation growing out of it or any efforts at settlement or compromise, consult with and be guided exclusively by the advice of the parties of the second part, and will malee no settlement of any kind or character in connection therewith without first having obtained the Avritten consent and approval of the parties of the second part. And the party of the first part, in consideration of the employment and retainer aforesaid, hereby agrees to allow an expense account to the parties of the second part in a sum not to exceed $3,000, exclusive of the compensation and commissions to be paid to the parties of the second part as hereinafter stated.
In consideration of the parties of the second part accepting such employment and undertaking to protect and enforce the interests of the party of the first part in said estate, in addition to the expense account hereinbefore mentioned, the party of the first part agrees to pay to said second parties a sum equal to 50 per cent of the amount realized by the said May L.

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Related

Simon v. Chicago, Milwaukee, & St. Paul Railway Co.
177 N.W. 107 (North Dakota Supreme Court, 1920)

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Bluebook (online)
173 N.W. 769, 42 N.D. 575, 1919 N.D. LEXIS 166, Counsel Stack Legal Research, https://law.counselstack.com/opinion/moran-v-simpson-nd-1919.