Case ID: ny-sup-ct_97/html/0605-07.html
Source: Caselaw Access Project
Author: {"author": "Bradley, J.:", "license": "Public Domain", "url": "https://static.case.law/"}
Date Created: 2024-08-24T03:29:51.129683

James H. Fisher, Respondent, v. Mary E. Filon and Others, Executors, etc., Appellants.
   Judgment affirmed, with costs.—

Bradley, J.:

The testator died in July, 1893. The claim was exhibited to the defendants in December, 1893, and referred in November, 1894. The plaintiff was an attorney and counselor at law. Tho referee found as facts that in or about 1888 Michael Filón, the testator, retained and employed the plaintiff to invest for him about §20,000 in western mortgages, and promised to pay the plaintiff a reasonable compensation therefor; that the plaintiff did so invest §19,400, and after-wards, from 1888 to the time of the death of the testator, at his request took charge of the collection of the interest on the mortgages, attended to the payment of the taxes and the redemption of the mortgaged lands from tax sales, rendered services and gave advice as attorney and counsel in matters relating to the investments, and conducted voluminous correspondence required in and about the business relating to them, and that Iiis services were reasonably ■worth §970. The plaintiff presented no claim for any of the services in question to Mr. Filón during his life, and no account of the services was -produced, nor was evidence of the value cf them in detail given at the trial. It is, therefore, urged that the measure of proof requisite to establish the claim was not furnished by the evidence. It is true that a claim presented against the estate of a deceased person is properly the subject of critical inquiry, and recovery should not ho allowed unless it is supported by very satisfactory evidence. (K arney v. McKeon, 85 N. Y. 136.) There is evidence to the effect that the testator employed the plaintiff to make the investments for him and tending* to prove that he intended to pay him for tho services; that the plaintiff made the investments and attended to the business which followed relating to them. This included tho collection of interest and payment of taxes * so far as it became necessary for the protection of the mortgage liens upon the property. He gave some attention to foreclosure of mortgages and conducted quite an extensive correspondence in and about the business. The only evidence of the value of the services was that given in bulk by the plaintiff. This evidence did not embrace within its import any personal transactions with the decedent. The exception to its reception was not well taken. The statement of claim as exhibited to the defendants is in terms quite general. It did not very definitely advise them of the nature of-the legal services otherwise than that they related to the matters of the investments. All the services which tho evidence tended to prove were performed had that relation. They, therefore, came within the import of the statement .of claim. It does not appear that the defendants required the exhibition to them of a more specific statement of the plaintiff’s claim. There was no error in the denial of the motions made at the close of the evidence to strike out that given in relation to the services of the plaintiff. The fact which the defendants sought to prove, that the plaintiff received payment by way of commission from the western companies, through which some of the investments for Filón were made, would, if established, present a serious objection to his claim for services in making the investments. But the evidence, as the referee held, failed satisfactorily to show that the plaintiff had any relation in the business to those companies inconsistent with his relation to Mr. Filón in the performance for him of such services. The contention that the recovery was partially barred by the Statute of Limitations is answered by the statute, which excludes eighteen months from the time within ■which an action may be commenced against the personal representatives of a deceased person against whom a cause of action exists at the time of his death. (Code Civ. Proc. § 403.) The evidence relating to tlie matter of the plaintiff’s claim for services and to the value of them presented questions of fact within the province of the referee to determine, and his conclusion is fairly supported by the evidence. There was no error m the rulings at the trial. The judgment Should be affirmed*

Lewis and Ward, JJ., concurred.