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In re
the Estate of McKim v. Cornell,
238 Mich. App. 453, 606 N.W.2d 30 (1999)
Author: Anonymous
Facts: The decedent,
Richard McKim, died intestate, leaving three heirs at law. Petitioner, was a
live-in housekeeper and paramour to the decedent from 1992 until his death. She
claimed that an agreement existed that he would provide for her in his will,
inheriting his house and $100K. Decedent died without a will and Pet failed to
produce or allege any writing signed by him evidencing any agreement.
Issue: Whether an oral
agreement concerning a bequest under either implied contract of law or fact may
be enforced under Michigan’s
Revised Probate Code?
Holding: The statute
precludes enforcement of an oral agreement concerning a bequest under a contract
implied in fact theory, but our Legislature left open the possibility that
recovery may be sought under a contract implied in law or quantum meruit.
Procedure: Petitioner,
Heefner, appeals the probate order granting Res’s motion for summary. Affirmed
Rule: The only way to prove
the existence of a contract to make a will or devise is by: a provision of a
will stating material provisions of the K; an express reference in a will to a
contract and extrinsic evidence proving the terms of the K; a writing signed by
the decedent evidencing the K. A contract implied in fact arises when services
are performed by one who at the time expects compensation from another who
expects at the time to pay for those services.
Rationale: Pet is required
to prove an actual express agreement and not a mere unexecuted intention. The
parties agreement is properly characterized as a K to make a will or devise. One
who renders personal services on the expectation of a legacy promised is without
a contract obligation and the promisee takes his chances on receiving a legacy,
and if disappointed he cannot recover.
The theory under a contract
implied in law is inapplicable b/c the Petitioner lived together as husband and
wife, thereby a presumption of gratuity arose. The Pl may still recovery under
implied in fact or quantum merit. This Ct limits recovery to enforce oral
agreements under contract implied in law or quantum meruit.
Michigan’s Probate Code
provides that the “only” way to prove the existence of a contract to make a will
or devise is by complying with its requirements. The clear language of that
statute and other probate statutes bar the enforcement of oral wills. Allowing
recovery under implied in fact theory would nullify the Legislative intent and
purpose of the statute: to tighten the methods by which contracts concerning
succession may be proven, and prevent introduction of uncertainty and excessive
litigation.
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