|
Ginther v. Zimmerman, 195
Mich.App. 647 (1992)
Author: Anonymous
Facts: Mrs. Shippey had Df
atty draft a will leaving Pl’s parcel of property (original purchase). After
execution she told the Pls that she had decided to immediately convey the parcel
and instructed Df atty Rollert to effectuate that intent, reserving a life
estate for her in the house and a small portion, (homestead). A year later Df
atty Kuhn field a deed conveying the original to Pls less the homestead, but
that deed omitted life estate condition. One year later Ms. Shippey executed
her last known will as prepared by atty Zimmerman, which did not convey the
homestead parcel to Pls. 6 years later she passed away.
Issue: Whether persons
claiming to be intended beneficiaries of a will can maintain an action against
the attorney who drafted the will where no atty-client relationship existed
between them?
Holding: No, where the
intent of the testator as expressed in the instrument is not frustrated, an
attorney owes no duty that will give rise to a COA to person not named in the
instrument.
Procedure:
Circuit Ct granted Df summary. Pl’s
appealed. Mich. Ct of App. Affirmed.
Rule: An atty-client
relationship is a necessary element for an action based on legal malpractice.
Rationale: Only a person in
the privity of an atty-client relationship can sue for malpractice. The purpose
is to prevent consideration of interests of those outside of the relationship
from interfering with the atty’s duty to loyally represent a client. Public
policy requires that to maintain a vigorous adversarial system outweighs
advantages of finding that a duty of care extends to an atty’s legal opponent.
Other cts have found that a COA may issue where the atty was instructed to
include the intended beneficiaries and he failed to do so, or if the intended
beneficiaries received less than the testator intended b.c the testator’s
purpose was to benefit the beneficiaries through the atty’s work in drafting the
will. There is only one case allowing such a COA for an unnamed beneficiary,
this court disagrees with that holding.
Pls did not claim they were
named in the will or that the testator’s intent, as expressed in the instrument,
was frustrated.
|