Teason v. Miles

368 Mich. 414 (1962)

118 N.W.2d 475

TEASON v. MILES.

Docket No. 9, Calendar No. 49,591.

Supreme Court of Michigan.

Decided December 4, 1962.

Rex W. Orton, for plaintiff.

Ten Cate, Townsend & Cunningham, for defendants Teason.

SOURIS, J.

Upon his mother's death intestate, plaintiff Earl Teason sought equity's aid to obtain for himself the north 40 acres of his mother's 68-acre farm. Opposing his claim is his brother, defendant Edwin Teason, with whom plaintiff would otherwise share the farm, appraised for probate purposes at $8,000. The north 40 acres contained the farmhouse, barn and other buildings and part of the land had been farmed by plaintiff. The remaining 28 acres of the farm were located across a public highway and had not been cultivated during their ownership by Mrs. Teason.

Plaintiff bases his claim to the north 40 acres upon an alleged agreement with his widowed mother *416 whereby he agreed to remain on the farm and to care for her during her lifetime in exchange for which she agreed to leave him by will the north 40 acres of the farm. Like most such agreements, this one was oral and, as far as is disclosed by the record, was not formally entered into in the presence of witnesses, nor was it ever subsequently affirmed by either party in the presence of the other party to the agreement and in the presence of others. In support of his claim, plaintiff relied upon proof of the services he rendered to his mother during her lifetime, statements made by her to others from which a fair inference of such asserted agreement could be drawn and an undelivered letter in the mother's handwriting addressed to an attorney in which she expressed a desire for the preparation of a will which would have implemented such an agreement.

The powers of equity regularly are invoked to prevent posthumous escape from the obligations assumed by such agreements. It is said that equity's power is exercised to prevent fraud upon the survivor denied his matured expectancy after a lifetime of contracted performance. Equity's power in such cases has been examined recently in Hammel v. Foor, 359 Mich 392, 398, 399, and earlier in Woods v. Johnson, 266 Mich 172, 175.

But our concern to prevent such fraud upon the survivor is matched by our concern to preclude the use of equity to perpetrate fraud upon the estate of the deceased party to such an agreement. While we concede that proof of such an agreement, if performed by one of the parties, may rest on parol evidence, we impose a heavy burden of proof upon its proponent. Hammel v. Foor, supra, and cases cited therein at p 398. Mr. Justice FEAD, in Paris v. Scott, 267 Mich 400, 403, 404, expressed the Court's concern thus:

*417 "In cases of this kind, the testimony of witnesses must be viewed with great caution, because of the frailties of memory, the improbability of repeating the precise language of a person since deceased, of fairly expressing the full state of mind of such person, and because the change of a word may mean the difference between a binding contract and a mere expression of intention. Care must also be taken lest the court, out of considerations of equity or sympathy, make a contract for the parties where none existed, even though such contract might or would express their desires. Where the alleged contracting parties cannot testify, their acts loom large as compared with what witnesses say they said."

Earlier in the same year, in Woods v. Johnson, supra, at pp 174, 175 (quoted with approval in Blackwell v. Keys, 353 Mich 212, 217), Mr. Justice POTTER described the elements of proof essential to invocation of equity's aid:

"The contract or agreement sought to be enforced must be mutual and the tie reciprocal. It must be certain in all essential particulars. There must be acts of part performance, unequivocally referring to and resulting from the agreement."

What has been said concerning the proponent's heavy burden in such cases, however, must be applied, not abstractly as hypothetical propositions of evidentiary law, but in the context of the circumstances of diminishing life which gave rise to the need for such contractual arrangements in the first place and in the subsequent context of the circumstances of their partial performance before death. While acknowledging our continuing insistence upon clear and convincing proof of an agreement, this Court speaking through Mr. Justice TALBOT SMITH in Applebaum v. Wechsler, 350 Mich 636, 642, 643, expressed our frame of reference this way:

*418 "We agree with the appellant that the law must scrutinize closely and with great caution oral contracts to leave to another, upon the promisor's death, the estate of the latter. There have been, however, many cases involving such agreements and the decisions are clear that the contract will not be defeated, if genuine, by the informal circumstances of its making. What we require is an actual agreement, a contract, a meeting of the minds, not a mere intention. Yet a contract may be expressed in many ways, ranging from the precision of skilled and suspicious counsel dealing at arm's length, to the inartistic agreements of those in domestic and filial relationship, evidenced not so much by the language of Williston as by opportunities forsaken and devotion bestowed beyond the normal conduct of similar parties so situated. In other words, the close relationship of the parties will not in itself defeat recovery merely because the agreements of such parties are expressed in the imperfect language of the home rather than the words of the scrivener. Such is our problem."

And such is the problem at hand. No scrivener was called to the Teason farm to reduce the agreement of mother and son to writing, nor did they themselves summarize its terms in a writing of any kind at the time. The chancellor found from the evidence presented that after plaintiff's father died, in 1949, plaintiff continued to work the farm and to maintain outside employment as well. Although he paid no room and board, and kept whatever profit there was from the farm,[*] he kept up the farm buildings, improved the home, purchased most of the groceries and paid most of the other expenses of his and his mother's existence from his own income. Mrs. Teason's sole income was between $58 and $63 per month from social security benefits.

*419 From neighbors and from a sister, sister-in-law and a cousin of decedent, testifying for plaintiff, it appears that Mrs. Teason frequently expressed her gratitude for plaintiff's having remained on the farm with her: "I would certainly have to leave if Earl wasn't here. There is no one else I could call in for help." She also told several of the witnesses that plaintiff had promised to care for her until her death and that he was to get the north 40 acres of the farm upon her death. During a conversation with her sister-in-law concerning distribution of her property, in which Mrs. Teason mentioned that plaintiff was to have the property on the north side of the road, she told her sister-in-law how well she was being cared for by plaintiff and added, "I want to do what is right in return."

None of the witnesses testified directly that Mrs. Teason ever mentioned a specific agreement such as is claimed by plaintiff. However, there was competent testimony that plaintiff had promised to remain with and care for his mother during the balance of her life; that the mother wanted him to have the north 40 acres and had told him he would get that part of the farm upon her death; and that plaintiff had, in fact, remained with and cared for his mother until she died. In addition, after the mother's death, an undelivered letter was found in her effects addressed to a local attorney in which she directed him to draw a will leaving the north 40 acres to plaintiff and the balance to her other son, defendant herein, and ended with these significant words: "and Earl should take care of me to my death."

The testimonal record, supported as it is by the mother's own handwritten expression of testimonial intent, takes this case one step beyond proof of the "mere intention" referred to in Applebaum. From the facts which were proved, plaintiff's promise and performance, his mother's gratitude therefor expressed *420 to others, her intention to repay by devise communicated to plaintiff, and her own memorandum of testimonial intent confirming the asserted agreement, all fairly support the chancellor's finding that the agreement did exist, was fully performed by plaintiff and should now not be defeated by equity's failure to act.

Further support for the chancellor's ruling may be found in the striking differences in Mrs. Teason's relationships with her 2 sons, the contestants here. One, plaintiff, lived with and cared for her during the last 13 years of her life; the other, defendant, made his home in Illinois. The agreement found by the chancellor, favoring the son who contributed most to his mother's comfort in her last years, is not at all inconsistent with the relationships between the sons and their mother disclosed by this record.

Affirmed. Costs to appellee.

CARR, C.J., and DETHMERS, KELLY, BLACK, KAVANAGH, OTIS M. SMITH, and ADAMS, JJ., concurred.

[*] He testified, "I practically lost on them [crops] because I mean I did not have enough acreage and I [took my losses as deductions on] my income tax."