Weysham v. Lodato

250 So. 2d 792, 1971 La. App. LEXIS 5722
CourtLouisiana Court of Appeal
DecidedJuly 15, 1971
DocketNos. 4548, 4549
StatusPublished
Cited by2 cases

This text of 250 So. 2d 792 (Weysham v. Lodato) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Weysham v. Lodato, 250 So. 2d 792, 1971 La. App. LEXIS 5722 (La. Ct. App. 1971).

Opinion

STOULIG, Judge.

Plaintiff-appellant, Alcide J. Weysham, instituted this proceeding against defendants-appellees, Joseph S. Lodato and Salva-dore A. Lodato, seeking to recover $10,-500.00, the amount alleged to be due and owing to him as his fee as attorney for the Succession of Domenico Lodato, together with legal interest and all costs. Defendants-appellees answered plaintiff’s suit, stated that they had paid plaintiff $3,500.00 to date, denied that they owe plaintiff any further legal fees and prayed that plaintiffs suit be dismissed at his costs. In addition defendants-appellees filed a reconventional demand in which they prayed that plaintiff be ordered to return to them certain documents held by him in connection with the succession of their father and that plaintiff be cast in judgment to them in the amount of $300.00, the sum expended by them in connection with the cancellation of two mortgage notes.

Since the issues of fact and law concerned with plaintiff-appellant’s claim were closely related to issues involved in the succession itself, plaintiff’s suit was consolidated with those proceedings. After trial on the merits, plaintiff’s suit was dismissed at his costs. Defendants’ action in reconvention was dismissed in all respects except that plaintiff, defendant in recon-vention, was ordered to return to the Lodatos all documents in his possession which were owned by the deceased, Do-menico Lodato. From the judgment dismissing this suit plaintiff has perfected the present appeal. Defendants have not appealed from the judgment rendered on their reconventional demand and this judgment is now final and not before this court.

On October 25, 1968, Domenico Lodato departed this life. The deceased died testate and in his testament named plaintiff-appellant, Alcide J. Weysham, as “attorney for my estate and my Executors.” In compliance with the terms of their deceased father’s will, defendants engaged the services of Mr. Weysham to act in this capacity. Accordingly on November 12, 1968 Mr. Weysham in his capacity as attorney for the succession filed a petition to probate the deceased’s will and to have defendants appointed executors of the succession. Plaintiff handled the probate proceedings and saw to it that defendants were duly qualified as co-executors on November 25, 1968. In addition plaintiff filed a motion for authority to enter the deceased’s safety deposit box and list the contents and an affidavit of the death of Domenico Lodato.

On January 7, 1969 plaintiff filed a petition for authority to sell a certain piece of immovable property located at 827-829 North Rampart Street to the City of New Orleans. Mr. Weysham did not however negotiate the price on behalf of the estate but rather the terms of the whole transaction had been worked out beforehand by one Mr. Vorbusch. Mr. Weysham appeared at the act of sale as a courtesy to Mr. Vorbusch who was ill on the date the act of sale was passed.

No other documents or pleadings were filed in the succession proceedings from January 7, 1969 until May 14, 1969. Shortly prior to the latter date, defendants became dissatisfied with the services of plaintiff and sought the advice of their present counsel, Mr. Emile Dreuil, Jr. Mr. Dreuil wrote to plaintiff asking that he fix his fee at three percent of the assets of the succession and then place defendants in possession immediately. Plaintiff refused informing Mr. Dreuil that he was entitled to a seven percent fee. Thereupon Mr. Dreuil filed a joint petition for possession on behalf of both defendants, an affidavit of death and heirship, a sworn descriptive list, and on May 14, 1969 secured a judgment placing defendants in possession, [794]*794purely, simply and unconditionally of the property bequeathed them by the decedent. An amended judgment of possession was obtained on June 13, 1969. However defendants were discharged as testamentary executors on May 14, 1969 and the succession proceeding has been closed.

The record establishes that defendants had paid Mr. Weysham $3,545.13 prior to the date on which they terminated his employment. But it is plaintiff's contention that the succession was in need of an administration and that he is therefore entitled to a fee of more than $3,545.13, which is a little more than three percent of the gross value of the property physically located in Louisiana. Plaintiff further contends that since there was an ancillary succession proceeding in the State of California which involved his performing more work and taking on greater responsibility than is usually required in handling a succession, it justifies his charging a fee of seven percent, based on the gross amount of the entire Louisiana estate of the deceased and the gross value of all the movables in the California proceeding.

Defendants on the other hand contend that no administration was necessary and that plaintiff should be compensated on a quantum meruit basis for the services rendered by him in connection with the Louisiana proceeding as well as the ancillary succession proceeding in California. Defendants further contend that the value of the property which they will inherit through the California proceeding should not be considered in arriving at plaintiff’s fee.

It is well settled in our jurisprudence that an attorney named in the last will and testament of the deceased as attorney for the succession is entitled to a fee regardless of whether his services are utilized or not. Rivet v. Battistella, 167 La. 766, 120 So. 289 (1929). However this fee is determined in the light of the degree of involvement and difficulty of the proceedings necessary to put the heirs in possession.

After a careful review of the record we are in agreement with the findings of the trial court relative to the necessity for an administration of this succession. In pertinent part the trial judge stated as follows :

“From the evidence presented this court finds no difficulty whatsoever in reaching the conclusion that there existed no need for an administration of decedent’s estate. It was abundantly solvent, there were no creditors demanding an administration and defendants, the two sole heirs both of full age, were willing to accept the succession unconditionally, as was eventually accomplished after other counsel was retained.”

The gross assets of the succession property physically located in Louisiana totaled $118,171.50 while the total debts were $35,-876.43. Of further note is the fact that, of the total debt, $24,806.03 represented mortgage indebtedness on the North Rampart Street property which the decedent had agreed to sell prior to his death, Mr. Vor-busch having handled the matter for Domenico Lodato. The remaining debts were expenses of the last illness, funeral expenses, legal and administrative, expenses, and current debts, none of which were extraordinarily great. In fact the record establishes that the defendants had sufficient funds of their own to pay the current debts of the succession and safely accept the succession purely, simply and unconditionally had they been informed of their right to do so. However plaintiff did not inform defendants of their option to accept the succession in this manner. It was not until defendants obtained the services of present counsel that they became aware of this alternative and decided it was in their best interest to take possession without necessity of administration. Defendants were intimately acquainted with their deceased father’s business affairs and while his succession was substantial, we see no necessity in this instance to provoke an administration in order to protect the heirs.

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Cite This Page — Counsel Stack

Bluebook (online)
250 So. 2d 792, 1971 La. App. LEXIS 5722, Counsel Stack Legal Research, https://law.counselstack.com/opinion/weysham-v-lodato-lactapp-1971.