Ginther v. Zimmerman

491 N.W.2d 282, 195 Mich. App. 647
CourtMichigan Court of Appeals
DecidedSeptember 8, 1992
DocketDocket 138746
StatusPublished
Cited by12 cases

This text of 491 N.W.2d 282 (Ginther v. Zimmerman) is published on Counsel Stack Legal Research, covering Michigan Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ginther v. Zimmerman, 491 N.W.2d 282, 195 Mich. App. 647 (Mich. Ct. App. 1992).

Opinion

Neff, P.J.

Plaintiffs appeal as of right from the circuit court’s order granting summary disposition to defendants. We affirm.

In their amended complaint, plaintiffs alleged that defendants committed legal malpractice when they failed to carry out the estate plan of May Hubbard Shippey by which plaintiffs would have received certain real estate. Plaintiffs also set forth a third-party-beneficiary theory, alleging that defendants breached their contract with Mrs. Shippey to properly draft testamentary documents and that Mrs. Shippey intended that plaintiffs directly benefit from that contractual arrangement.

i

The allegations of plaintiffs’ complaint are summarized as follows: On January 30, 1980, May Hubbard Shippey executed a will, one provision of which would convey to plaintiffs, if they survived her, an approximately 67.95-acre parcel of property located on Elk Lake in Antrim County. That parcel is referred to by the parties as the "original purchase” parcel. After the execution of that will, Mrs. Shippey told plaintiffs that she had decided to immediately convey the parcel to them. On July 24, 1980, she instructed defendant Rollert to effectuate her intent to convey that parcel to plaintiffs while reserving a life estate for her in the house and 5.3 acres of surrounding property. That parcel is referred to by the. parties as the "homestead” parcel.

*649 On February 4, 1981, defendant Kuhn filed a deed he had prepared that conveyed to plaintiffs the original purchase parcel less the homestead parcel. However, the homestead parcel was not conveyed in that deed subject to Mrs. Shippey’s life estate.

On February 2, 1982, Mrs. Shippey executed her last known will, which was prepared by defendant Zimmerman. That will did not convey the homestead parcel to plaintiffs. Mrs. Shippey died on June 30, 1989.

n

The circuit court’s order states that summary disposition was granted pursuant to MCR 2.116(C) (10). However, a full reading of the decision and the case law cited therein reveals that the court actually decided the issue on the ground that plaintiffs failed to state a claim upon which relief can be granted. An order granting summary judgment under the wrong court rule may be reviewed under the correct rule. Johnson v Davis, 156 Mich App 550, 553; 402 NW2d 486 (1986).

hi

The precise question raised is one of first impression in Michigan. That question is whether persons claiming to be intended beneficiaries of a will can maintain an action against the attorney who drafted the will where no attorney-client relationship exists between those persons and the attorney.

Plaintiffs concede that, pursuant to Pantely v Garris, Garris & Garris, PC, 180 Mich App 768, 778; 447 NW2d 864 (1989), an element of an action for legal malpractice is the existence of an attor *650 ney-client relationship. However, plaintiffs argue for the abrogation of that element. Plaintiffs rely on Friedman v Dozorc, 412 Mich 1; 312 NW2d 585 (1981), and cases from foreign jurisdictions for their argument.

Friedman involved a negligence claim brought by a physician against the attorneys who had represented the adverse party in a previous unsuccessful malpractice suit against the physician. Our Supreme Court held that the physician had failed to state an actionable negligence claim because an attorney owes no duty to an adverse party in litigation. Id. at 16. The Court based that holding on its conclusion that

the public policy of maintaining a vigorous adversary system outweighs the asserted advantages of finding a duty of due care to an attorney’s legal opponent. [Id. at 25.]

The Court went on to address other arguments of the physician and amici, one of which was that privity of contract no longer shields a professional from liability to foreseeable third parties. While noting that it had held in Williams v Polgar, 391 Mich 6; 215 NW2d 149 (1974), that an abstracter of title is subject to liability to foreseeable third parties who rely on the abstract, the Court stated that it was basing its decision in Friedman on public policy considerations and not on the privity of contract doctrine. Friedman at 28.

In Cramer v Metropolitan Savings Ass’n (Amended Opinion), 136 Mich App 387, 397-398; 357 NW2d 51 (1984), this Court interpreted Friedman to mean that lack of duty, and not the privity doctrine, is the proper ground for summary disposition of a claim of legal malpractice against an adversarial attorney.

*651 In a more recent case, our Supreme Court considered the question whether an insurance company could maintain a malpractice action against the attorney it hired to defend its insured. Atlanta Int’l Ins Co v Bell, 438 Mich 512; 475 NW2d 294 (1991). In the lead opinion in that case, Justice Brickley observed that traditional legal doctrine mandates that only a person in the privity of an attorney-client relationship could sue an attorney for malpractice. Id. at 518. The essential purpose of that rule is to prevent consideration of the interests of those outside the relationship from interfering with the attorney’s duty to loyally represent a client. Id.

Justice Brickley went on to note, however, that the situation in Bell demonstrated that the lack of an attorney-client relationship by itself was an inadequate predicate for the analysis of malpractice liability, in view of the fact that the situation in Bell did not present a conflict between the interests of the insurer and the policy concerns of attorney loyalty. Id. at 520. He went on to resolve the issue under the principle of equitable subrogation. Id.

Thus, both in Friedman and in the lead opinion in Bell, the issue of attorney malpractice was addressed in terms other than the doctrine of privity.

IV

Some foreign courts have decided the issue in terms of privity, refusing on the ground that an attorney has no duty to nonclients to find a cause of action for legal malpractice where no attorney-client relationship exists. Dickey v Jansen, 731 SW2d 581 (Tex App, 1987); Lilyhorn v Dier, 214 *652 Neb 728; 335 NW2d 554 (1983); Viscardi v Lerner, 125 AD2d 662; 510 NYS2d 183 (1986).

Other courts have ruled that an attorney may be liable to named beneficiaries of a will where the intent of the testator, as discernible from the face of the instrument, was frustrated either by faulty drafting or by improper attestation.

For instance, in Guy v Liederbach,

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Bluebook (online)
491 N.W.2d 282, 195 Mich. App. 647, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ginther-v-zimmerman-michctapp-1992.