Finch v. Estes

71 So. 2d 457, 220 Miss. 552, 59 Adv. S. 18, 1954 Miss. LEXIS 471
CourtMississippi Supreme Court
DecidedApril 5, 1954
DocketNo. 39182
StatusPublished
Cited by1 cases

This text of 71 So. 2d 457 (Finch v. Estes) is published on Counsel Stack Legal Research, covering Mississippi Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Finch v. Estes, 71 So. 2d 457, 220 Miss. 552, 59 Adv. S. 18, 1954 Miss. LEXIS 471 (Mich. 1954).

Opinion

Gtllespie, J.

The appellant filed her bill to enforce specific performance of an oral contract to make a will. Appellees, defendants below, were the heirs at law of Malcolm N. McCaskill, deceased. The averments of the bill are substantially set out herein. Mrs. Finch, appellant, was a sister of Malcolm N. McCaskill, deceased. McCaskill was a man of unusual traits of character. He became interested in the oil and gas business while a youth, eventually becoming a “wildcatter” in search of oil. He met with little success in his quest for oil and gas, but he persisted, and for many years believed that there was oil and gas in northeast Mississippi. He attempted to drill two wells in Chickasaw County, Mississippi, but lack of finances forced abandonment of the projects. McCaskill never once gave up the idea that he would someday “hit it rich” in northeast Mississippi.

McCaskill had a hectic domestic career. His first wife divorced him, and his two children by her alienated themselves from him; his health was bad; he was an alcoholic. He married again, but this marriage soon ended in divorce. By 1942, McCaskill was a defeated man, broken in health, without money or friends, and so emotionally [558]*558db Curbed that be was contemplating suicide. Thus it was that McCasldll turned to Ms sister, Mrs. Finch, and asked her to arrange for him to come to California where she lived.

Mrs. Finch arranged for McCaskill to come to her in California. When he got there, he told his sister that she was the only one who loved or cared for him; that she only could afford him companionship, sympathy and comfort. He made it known to his sister that no one but her could rescue him from his hopeless situation.

In this setting it was that an oral contract was made between McCaskill and his sister, Mrs. Finch, — the one here sought to be specifically enforced. He proposed that if Mrs. Finch would afford him a place to stay, nurse and doctor him in his' suffering, comfort him with sisterly care and association, assist him in conquering alcoholism, aid him in his correspondence, furnish him with such funds as she could (her means being limited)— in short, rehabilitate him so that he could return to Northeast Mississippi — that he would make and publish a will bequeathing Mrs. Finch one-half of whatever estate he might own at death. This will was to be made when he realized his objective of becoming rich from oil or gas. McCasldll assured his sister that he. would someday become rich. Realizing the uncertain contingency of McCaskill becoming rich, his sister was slow to accept ; but accept she did, and. the contract was solemnly closed in the spring of 1942, in the State of California. This contract was oral and no place of performance was specified.

Mrs. Finch avers that she performed the contract faithfully, extending over a period of about four years. During much of this time, McCaskill was irritable and unruly and given to dangerous moods. He was a heavy man; she had to lift him when he was drunk. She nursed him, fed him, gave him medicine, and often handled him as if he were a child. He had only his pension for income. Mrs. Finch saw that he got the necessities of life, [559]*559spending several thousand dollars — all she had — in doing so. She took his dictation of letters, furnished conveyances to drive him about, bore his temper and abuse, and ministered unto him generally. In performing this contract, Mrs. Finch spent all her funds, depleted her credit, lost her friends and social advantages, gave up her church work, broke her health and suffered a nervous breakdown. The bill further charges that Mrs. Finch could not be restored to her former position in life for the reasons herein stated.

In 1946, McCaskill was sufficiently rehabilitated to enable him to go to Mississippi where he secured certain oil and gas leases in Chickasaw, Monroe and Lowndes Counties. He brought in a gas well and “struck it rich” in November, 1951. Soon after he had thus realized his life’s dream of riches, McCaskill died in March, 1952. Shortly before his death, McCaskill established a common law marriage relationship with his second wife, one of the appellees. He never made the will he had promised Mrs. Finch lie would make, and died intestate. The bill is lengthy and skillfully drawn, and the facts have been drained of every conclusion and inference. It is averred that Mrs. Finch cannot possibly be restored to her former position in life financially, socially, or as to her health; that quantum merit compensation for her services in performing the contract would not be adequate as her services could not be measured in dollars. She prayed for specific performance of the contract and general relief. The bill is in general terms; the amount of money spent by Mrs. Finch is described as “a few thousand dollars.” There is no request for quantum merit claim for value of the services rendered.

In the bill it is claimed that the statute of frauds is insufficient to bar the action because appellees are estopped to rely thereon because the failure to make the will was an unconscionable act of fraud, because appellant cannot be restored to her former status, and because [560]*560she cannot be adequately compensated on a quantum merit basis.

The chancellor sustained a demurrer to the bill. For purposes of considering whether the chancellor erred we must take as true the facts well pleaded.

(1) We must first determine whether this is a California or a Mississippi contract. It was made and performed by Mrs. Finch in California. Although it was McGas-kill’s intention to find his wealth in Mississippi, there was no provision as to where he would perform the contract on his part — the making of the will. We are, therefore, of the opinion that it was a California contract and the laws of that state apply. Jones, et al. v. Perkins, et al., 29 Miss. 139; Couret, et al. v. Conner, et al., 118 Miss. 374, 79 So. 230; 17 C. J. S., Contracts, Par. 16 (a), p. 345.

(2) The remaining question is whether the contract is invalid under the California Statute of Frauds. Appellant contends that a statute of frauds made to prevent frauds cannot be used as an instrument of fraud; that the statute of frauds should not be applied when to do so would unjustly enrich appellees; that because of the onerous and peculiar duties performed by appellant, compensation on a quantum merit basis is inadequate. Th.ese are substantially the reasons on which appellant bases her contention that appellees should be estopped to invoke the statute of frauds.

The applicable part of the California Statute of Frauds is as"follows:

"Statute of Frauds: Contracts that must be written. The following contracts are invalid, unless the same or some note or memorandum thereof, is in writing and subscribed by the party to be charged or by his agent: . . . (6) An agreement which by its terms is not to be performed during the lifetime of the promisor, or an agreement to devise or bequeath any property, or to make any provision for any person by will.”

[561]*561There is a wealth of case law in California on the question here under consideration. No purpose would he served by citing and analyzing the score or more cases more or less in point. We content ourselves with, considering some of the leading cases. Three leading cases relied on by appellant are: Notten, et al. v. Mensing, et al., 45 P. 2d 198 (Cal. 1935); Montgomery, et al. v. Moreland, 205 F. 2d 865 (9th Circ. 1953); and Monarco v. LoGreco, 220 P. 2d 737 (Cal. 1950).

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Bluebook (online)
71 So. 2d 457, 220 Miss. 552, 59 Adv. S. 18, 1954 Miss. LEXIS 471, Counsel Stack Legal Research, https://law.counselstack.com/opinion/finch-v-estes-miss-1954.