In Re Jorgenson's Estate

32 N.W.2d 902, 321 Mich. 594
CourtMichigan Supreme Court
DecidedJune 14, 1948
DocketDocket No. 8, Calendar No. 43,624.
StatusPublished
Cited by7 cases

This text of 32 N.W.2d 902 (In Re Jorgenson's Estate) is published on Counsel Stack Legal Research, covering Michigan Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Jorgenson's Estate, 32 N.W.2d 902, 321 Mich. 594 (Mich. 1948).

Opinion

*596 North, J.

This is an appeal by one Bert McFarlane from the disallowance of a claim which he filed against the estate of Nellie G. Jorgenson, deceased, the case having been heard in the circuit court without a jury. The claimant, Bert McFarlane, went to live as a roomer and boarder in the home of Mrs. Jorgenson, a divorcee, in February or March, 1936. He continued to reside there until the date of her death, March 25, 1943, at approximately 54 years of age. During the above period Mrs. Jorgenson owned and occupied a modest home, subject to a mortgage, on McCullough street in Lansing. Evidently she was of limited financial means and to sustain herself had taken boarders and roomers, taken in washings, et cetera. McFarlane claims that shortly after he went to the home of Mrs. Jorgenson he began paying many, if not all, of the household bills; although during at least a portion of the time he resided with Mrs. Jorgenson she was on the public welfare. During the whole of that period her home, because of her circumstances, was exempt from taxation. After McFarlane went to reside with Mrs. Jorgenson she ceased taking other boarders or roomers and discontinued taking in washings. The record further shows that during the period from 1936 to March 25,1943, something in excess of $1,000 was paid upon the principal and interest of the mortgage upon the Jorgenson home; that many repairs or improvements were made on the home property, and to some extent it was remodeled. There was papering and painting on the interior, exterior painting, a new roof, steps rebuilt, cement drive constructed, repairs to the furnace, new foundation under the garage, et cetera. It is the claim of McFarlane that he personally performed or paid for the labor incident to the above and that he paid out of his own funds the cost of materials used.

*597 In September, 1938, Mrs. Jorgenson’s mother deeded her home in Ovid, which was located on four lots, to Mrs. Jorgenson. In part McFarlane’s claim against the Jorgenson estate consists of items of labor and material which he claims he furnished incident to repairing or improving the Ovid property-after it was deeded to Mrs. Jorgenson, it being claimed that these improvements were made in anticipation of Mrs. Jorgenson disposing of the Lansing property whereupon she and McFarlane would occupy the Ovid property. In fact shortly prior to her death, which was rather sudden, Mrs. Jorgenson entered into a contract for the sale of her Lansing property and the transaction was consummated by deed subsequent to her death. The repairs or improvements to the Ovid property were to a great extent of the same general character as those hereinbefore referred to which were made on the Lansing property.

There is also included in McFarlane’s claim, items (not detailed) incident to the maintenance of the household, such as expenditures for coal, groceries, clothing, doctor and dental bills and incidentals. In the circuit court McFarlane, to whom we refer herein as plaintiff, asserted a right to recover both on the ground of an express contract or agreement, and also on the ground of an implied contract. In contesting plaintiff’s claim, the position of the estate is indicated by the following from its brief:

“There has been no showing in the case that the deceased was going to or expected to be charged with the items claimed and if the items were expended upon the premises that must be regarded as' purely voluntary services rendered on the part of the claimant in the absence of the deceased. There is-no place in the record wherein the deceased committed herself in any manner whatsoever to pay for the items claimed. The action on the part of the *598 claimant therefor necessarily must have been voluntary.”

As above indicated the trial judge disallowed in toto McFarlane’s claim. In so doing the circuit judge concluded that plaintiff had failed to establish a right to recover on either the theory of an express contract or an implied contract. Our review of this record brings the conclusion that, as the circuit judge stated in his opinion, “There is no proof of any express contract;” but we are of the opinion that he was in error in concluding that the testimony did not establish an implied contract under which plaintiff is entitled to recover at least as to a portion of his claim.

At the outset we must be mindful of the following propositions of law. The burden of establishing a right to recover as to each item included in his claim is upon plaintiff. Also, in considering the testimony and inferences to be drawn therefrom, it must be borne in mind that as between MeFarlane and the deceased there was no relationship either by blood or marriage in consequence of which a presumption would arise that the services rendered and expenditures made bv MeFarlane were without expectation of compensation therefor. See Pupaza, v. Laity, 268 Mich. 250. Another pertinent principle of law has been stated as follows: “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 pav therefor.” In re Pierson's Estate, 282 Mich. 411, 415.

Decision of this case necessitates somewhat of a review of the testimony which plaintiff contends establishes: (1) An expectation or contemplation on the part of each of the parties eoncenied in the above noted transactions that he should be compensated; *599 and (2) what the fair amount of such compensation should be determined to be.

By plaintiff’s own testimony it was uncontrovertedly disclosed that during the period he lived in the Jorgenson home he earned in his employment approximately $6,000; and out of this sum $2,000 to $2,500 was used by him otherwise than incident to. the items for which he seeks to recover in this case. He also testified that at the time of Mrs. Jorgenson’s death, “I did not have any of my earnings left.” This testimony was offered as bearing upon his financial ability to have made the alleged expenditures in behalf of Mrs. Jorgenson. Aside from plaintiff, whose testimony, taken over objection, was competent only to the extent that it was not disclosed by the record to have been equally within the knowledge of the deceased, eight disinterested witnesses testified in support of at least some phase of his .claim.

By the testimony of these other witnesses Mrs. Jorgenson’s financial inability to have met the various expenditures was disclosed. As to testimony bearing upon expectation on the part of the respective parties that plaintiff should be compensated, we quote the following as a portion of the testimony given by disinterested witnesses. Lionel J. Devereaux, who was quite intimately acquainted with each of the parties, in part testified as follows:

“When I was there (in the Jorgenson home) Mr. McFarlane was doing the work himself, like cement-. ing the drive and painting the house and fixing. He was performing the labor. Mrs. Jorgenson told me that the expenses in connection with the purchasing of material came from Bert’s (Mr. McFarlane) earnings. * * * I talked with both Mrs. Jorgenson and Mr. McFarlane about installing a new heating plant in the Ovid home. Any talk that I had with Mr.

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Bluebook (online)
32 N.W.2d 902, 321 Mich. 594, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-jorgensons-estate-mich-1948.