Shilling v. Ross

16 Ohio Law. Abs. 458, 1933 Ohio Misc. LEXIS 1179
CourtOhio Court of Appeals
DecidedDecember 9, 1933
DocketNo 315
StatusPublished
Cited by3 cases

This text of 16 Ohio Law. Abs. 458 (Shilling v. Ross) 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
Shilling v. Ross, 16 Ohio Law. Abs. 458, 1933 Ohio Misc. LEXIS 1179 (Ohio Ct. App. 1933).

Opinion

[459]*459. OPINION

By BARNES, J.

The above entitled cause is now being determined on proceedings in error from the judgment of the Common Pleas Court of Miami County, Ohio.

The cause originated in the Probate Court of Miami County on exceptions to the final account of Wade Shilling as administrator of the estate of Charles W. Clark, deceased. In that court the exceptions were overruled and an appeal was taken to the Common Pleas Court where the matter was heard before a foreign court sitting in place of the local Common Pleas Judge.

In the Common Pleas Court motion to dismiss appeal was overruled and the exceptions were allowed in three particulars and overruled in all others.

The administrator prosecutes error in this court from judgment of the court below overruling motion to dismiss the appeal and the sustaining of the objections on the three items.

Our first inquiry in logical order will be to consider the motion to dismiss the appeal.

The ground of the motion to dismiss was based on the claim of the administrator that there was an agreement to allow and settle the account in consideration of an early distribution and not requiring the heirs to provide bond for refund in the event any additional heirs should present themselves and establish heirship.

The decedent, Clark was somewhat of a recluse and at the time of his death it was not known that he had any living heirs. He was never married and insofar as known had no family. It was almost a year after his death before any of the present claimants presented themselves for their share. At this time all claims against the estate had been paid with the exception of extra compensation for attorney services. Apparently there was some question raised by the heirs or possibly in the mind of the administrator as to the credits. We say this for the reason that it is claimed, and there is evidence, that the question was discussed between counsel for the administrator and attorneys representing the heirs and the claim is further made that the agreement to allow and settle the account was made with the attorneys representing the heirs.

The sole and only question raised on the motion to dismiss the appeal was whether or not there had been a valid agreement to allow and settle the account of the administrator in consideration of his recognizing the heirship of the claimants and making early distribution without requiring bond for refund. It was the claim of the administrator that the agreement was entered into with the attorneys representing the heirs. The question arose as to the authority of the attorneys to make settlement. The trial court properly held that the mere fact of the relationship of attorney and client would not authorize the settlement in controversy, unless specially authorized by the client so to do. On this question of authority the court ruled that' attorneys representing the client would not be permitted to testify to detailed conversation authorizing the attorney to settle for the reason that a confidential relation existed and the conversation would be privileged. We think the court was in error in extending the rule to this length. It was not the intent of the statute (§11494 GC) to preclude the testimony of the attorney where there is an issue as to the authority of the attorney to act. In a measure this becomes a controversy between attorney and client and the adoption of such a rule would in effect require the giving of such authority to either be in writing or in the presence of some third party competent to be a witness. Prom the very nature of the question the rule can not apply. However, we find that counsel for motion to dismiss failed to make proper proffer of proof and hence under the well recognized rule, the error will not avail them. For this reason, we find no prejudicial error by reason of the court overruling the motion to dismiss the appeal.

However, the identical question is again raised in the introduction of evidence on behalf of the administrator. (See Record 196 to 226 inclusive). Again counsel representing the administrator attempts to present evidence of the agreement to accept or settle the account as submitted and the authority of the attorneys representing the heirs to make such settlement. Again upon objection the court refuses to permit the attorney for the acceptor Ross to testify to any conversations with his client through which it was attempted to establish that the client had authorized the attorney to accept the account as submitted. The court again stated his reason for sustaining the objection that the confidential relation existed between attorney and client and that no such testimony qould be presented. . Ip tjjia [460]*460instance the record was saved by making proffer of proof.

The provisions of the code covering privileged communications is to be found in §11494 GC and the heading and first subdivision reads as follows:

“Sec 11494 GC. PRIVILEGED COMMUNICATIONS AND ACTS. The following persons shall not testify in certain respects:
(1) An attorney concerning a communication made to him by his client in that relation or his advice to his client; * * * but the attorney * * * may testify by the express consent of the client * * ::; and if the client * * * voluntarily testifies the attorney * * * may be compelled to testify on tire same subject.”

Even if the court was right in his conclusion that an attorney can not testify as to authority given by a client to make settlements, yet under the state of the record the attorney should have been permitted to testify for the reason that the client John J. Ross as appears at pages 48 and 49 of the record was inquired of and did testify that he had no conversation with his attorneys on settlement nor did he authorize him to make any settlement on the basis of a balance of $4092.66 for general distribution. This brought about a situation that would take away all questions of privilege. §11494 GC, subdivision 1, among other things: says:

“If the client voluntarily testifies, the attorney may be compelled to testify on the same subject.”

The record discloses that the client did voluntarily testify and it therefore follows that it was error to not permit the attorney to testify on the same subject.

It very clearly appears from the record that the trial court was familiar with this rule, but evidently in the great mass of testimony covering several days it must have been overlooked that the client had testified on the subject. This, we think, constitutes prejudicial error and for which the cause must be remanded for further hearing.

There can be no question that the acceptor and all other heirs had a right to make the agreement as claimed by the administrator. If the client authorized his attorneys to make such an agreement it is just as binding as though he had made it personally. It was sought to show and prove that tlae attorney not only did make tbo agreement claimed, but that he was authorized to do so by his client. This evidence should have been submitted and considered and a determination then made on all the facts. This evidence not being admitted, of course, could n.ot and was not considered by the court and we are unable to say what the findings would have been if this evidence had not been erroneously excluded. For that reason this court can not make a determination of the issuable facts, but must remand.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Morr v. Crouch
249 N.E.2d 780 (Ohio Supreme Court, 1969)
Tedrich Furniture Co. v. Tisdale
148 N.E.2d 717 (Ohio Court of Appeals, 1958)
In re Estate of Butler
32 Ohio Law. Abs. 1 (Ohio Court of Appeals, 1939)

Cite This Page — Counsel Stack

Bluebook (online)
16 Ohio Law. Abs. 458, 1933 Ohio Misc. LEXIS 1179, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shilling-v-ross-ohioctapp-1933.