Succession of Hanna

66 So. 355, 135 La. 1043, 1914 La. LEXIS 1879
CourtSupreme Court of Louisiana
DecidedOctober 19, 1914
DocketNo. 19722
StatusPublished
Cited by2 cases

This text of 66 So. 355 (Succession of Hanna) is published on Counsel Stack Legal Research, covering Supreme Court of Louisiana primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Succession of Hanna, 66 So. 355, 135 La. 1043, 1914 La. LEXIS 1879 (La. 1914).

Opinion

Statement of the Case.

MONROE, C. J.

E. A. O’Sullivan, a member of the bar, prosecutes this appeal from a judgment which holds that a fee of $5,259.-12, which has been paid him for services rendered in behalf of the minor Cleo Hanna, “is all that he is entitled to, under the law and the evidence,” and rejects his claim for a further amount of $5,889.83.

It appears from the evidence that Mr. O’Sullivan was, for many years, the legal and confidential adviser of John H. Hanna, the decedent, in whose succession this litigation has been carried on; that Hanna’s wife had preceded him to the grave; that, in the settlement of her succession, some irritation had arisen between him and the widow of his deceased son, Charles; that on that, or some other, account he desired, so far as he could, on the one hand, to exclude Cleo, who was the minor child of Charles, and, on the other hand, to favor his daughter, Elizabeth Lea, in the division of his estate; that, for the accomplishment of those purposes, he consulted Mr. O’Sullivan, upon whose advice, within the year or two which preceded his death, he made an arrangement whereby some $430,000 worth of securities were to appear as having been donated to his five major heirs (being the daughter, whose name has been mentioned, three sons, and a grandson) who were apparently to enjoy and administer the same, through the legal adviser of their father and grandfather, as their mandatary, though, in reality, the father and grandfather never parted with either the control or the possession of the property. In furtherance of the purpose mentioned, Mr. Hanna, on April 20, 1909, made a will, whereby he left his entire estate to his said heirs, to the exclusion of the minor, Cleo, and thereafter, on August 31, 1911, he died. There were then some negotiations between the major heirs and Mr. O’Sullivan in regard to the opening of the succession, the result of which was that four of the heirs, on September 13th, wrote to him, in part as follows:

“After we have thoroughly considered this proposition [meaning a proposition which had been submitted, by him] in all its lights and phases, we have decided to reject same, on the ground that one of the heirs is absent from the city, and we will do nothing as to the hiring of an attorney for the estate, at present. However, the agreement made by Mr. R. J. Hanna, for the research for the will, for the sum of $25, will be carried out in full, and will end your services on [to] the estate for the present. In the future, should we deem it necessary to need your services, we will call upon you.”

On September 23d following Mr. O’Sullivan entered into the contract here sued on [1046]*1046with the tutrix and cotutor of the minor, Oleo Hanna (the tutrix having apparently married a second time), which contract reads as follows:

“September 23d, 1911, New Orleans, La.
“It is agreed between the undersigned attorney at law and Mrs. J. C. Driscoll, natural tutrix, and Mr. J. C. Driscoll, cotutor, of the minor Cleo, that the undersigned attorney at law shall represent the said minor, Cleo, in all matters pertaining to the succession of her grandfather, John H. Hanna, and that, for his services therein, he shall receive 10 per cent, on all sums recovered for the benefit of the said minor, under the original inventory filed, and 25 per cent, on all sums which, through his services, shall be recovered from any supplemental or additional inventory, filed in said succession or from any other source.”

The original (and only) inventory was filed on November 9th, and concludes with the following entry or note, to wit:

“And now before the closing of this inventory, the above-named appearers, John Stonewall Hanna, Robert Hanna, Richard James Hanna, Elizabeth Lea Hanna, and John Hanna I-Ioerner, declared unto me, notary, and to the said appraisers and witnesses, that whereas, although it appears that all and singular the contents of the private box of said Richard James Hanna is herein mentioned as the property of the estate of the late Hanna to wit:
15 shares of Sibley Menge Brick & Coal Co...................... $ 1,500 00
149 shares of Orleans Metal Bed Co., Ltd...................... 7,450 00
40 shares N. O. Railway & Light Co.......................... 3,080 00
2100 shares of N. O. National Bank ....................... 378,000 00
2 shares of Adler Realty Co...... 2,000 00
8 Bonds of Salmen Brick & Lumber Co...................... 8,000 00
15 Bonds of National Manufacturing Co....................... 15,000 00
15 Bonds of Lane Mills.......... 15,000 00
$430,030 00
—the truth is that, in law and in fact, the said property belongs to appearers in equal proportions, and they hereby claim the entirety thereof and protest against its inclusion in this inventory as part of the estate of the late John H. Hanna.”

The attorney for the minor thereupon (on the following day) filed an opposition on her behalf; denying that said stocks and funds belonged to the claimants, and alleging that, if they were ever in their possession, or in the possession of Richard J. Hanna, they or he had gained such possession without right- and after the death of their father; alleging that the executor (said Richard J. Hanna) and his coclaimants had intentionally omitted from the inventory 373 shares of the stock of the Orleans Metal Bed Company, certain shares of the New Orleans National Bank, earrings, watches, diamonds, chains, brooches, and pins, and a large sum of money; and praying that said parties be ordered to show cause why the claim set up by them should not be denied, and why the property mentioned should not be included in the inventory.

There was a trial, which lasted two days, and upon which the only witnesses examined were the four major heirs and the attorney and the tutrix of the minor. The evidence failed to show that any property had been withheld, but, on the other hand, showed conclusively that the claim set up by the major heirs to the $430,030 worth of stocks and bonds included in the inventory was unfounded, and, the matter having been submitted without argument, there was judgment in accordance with the evidence. Thereafter, as it appears, there was a .partition, in which the attorney for the minor is said to have received, on her account, stocks, bonds, and money to the value of $52,591.12; the payment or delivery to him having been made in accordance with a written agreement whereby the rights of the parties with respect to the balance here claimed were reserved. In the agreement in question the total amount said to be due to the attorney of the minor- (áccording to his theory) is said to be $11,945.27, “from which is to be deducted $-, costs advanced by Mrs. Driscoll, amounting to $68, leaving total due the said O’Sullivan of $11,146.05.” According to our understanding of the matter, however, and of the figures, so far as they are disclosed by the transcript and the [1048]

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Related

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Cite This Page — Counsel Stack

Bluebook (online)
66 So. 355, 135 La. 1043, 1914 La. LEXIS 1879, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-hanna-la-1914.