Veluzat v. Janes

462 S.W.2d 194, 1970 Ky. LEXIS 653
CourtCourt of Appeals of Kentucky
DecidedNovember 27, 1970
StatusPublished
Cited by5 cases

This text of 462 S.W.2d 194 (Veluzat v. Janes) is published on Counsel Stack Legal Research, covering Court of Appeals of Kentucky primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Veluzat v. Janes, 462 S.W.2d 194, 1970 Ky. LEXIS 653 (Ky. Ct. App. 1970).

Opinions

CULLEN, Commissioner.

Joseph Janes and wife filed a claim against the estate of Lonnie V. Bradley, deceased, on an alleged “oral express contract” under which, in return for “care and services” rendered to him by the Janeses, Bradley promised to devise to them a house at 1123 Minors Lane, in Louisville, having a value of $15,500, and by his will, to cancel a note which the Janeses owed to Bradley. They alleged a breach of the contract in that Bradley did not so provide in his will, but they did not seek specific performance as to the real estate; rather they sought judgment for the alleged value of the real estate.

A similar claim was filed by Joseph Pirr-man and wife, asserting that Bradley, by oral express contract, had promised, in return for care and services, to devise to them a house at 5266 Southern Parkway in Louisville, valued at $17,000, and further had promised in return for the Pirrmans’ agreement to take care of Bradley’s dog, after his [196]*196death, so long as the dog should live, to pay them the reasonable value of such services, which they alleged to be $3,750. The Pirrmans (as did the Janeses) sought judgment for the alleged value of the house, and sought judgment for the alleged value of the services in caring for the dog.

In an action brought by the administrator, with will annexed, of Bradley’s estate, for a settlement of the estate, the Janeses and the Pirrmans were called upon to, and did, plead their claims. The administrator’s defense to the claims was a general denial.

Proof was heard before a commissioner, who reported his recommendation that the claims be denied. On exceptions to the report, however, the circuit court gave judgment for the claimants for the full amounts of their claims, except as to the claim of the Janeses for cancellation of the note owed by them> which was disallowed. The administrator has appealed from that judgment, asserting as his principal ground of error that there was insufficient proof to sustain recovery on the claims.

As noted, each of the claims was based on an alleged “oral express contract.” Such contracts (if proved) are enforcible except that if the Statute of Frauds is pleaded against them, they are not specifically enforcible if they embrace real estate. In the latter case, if the value of the services rendered cannot be measured in money, relief equivalent to specific performance can be granted, allowing recovery of the thing promised. But if the value of the services can be measured in money, the claimant is entitléd to recover only the proved value of the services, the right to recover being based on a contract implied in law, that is, one raised by equity to give some relief to a claimant who has performed valuable services under a contract which cannot be enforced because of the Statute of Frauds. Authority for these propositions is set forth in Cheshire v. Barbour, Ky., 455 S.W.2d 62.

In the instant case the claimants, apparently conceding the bar of the Statute of Frauds (which was not in fact pleaded), did not seek specific performance of the alleged contracts to devise the houses, but instead sought judgment for the values of the houses. Under Cheshire, they were not entitled to such a recovery (assuming they proved the contracts) unless the value of the services rendered by them could not be measured in money. The fact is that the value of their services could be measured in money, because the services they rendered were of substantially the same type as those in Cheshire, the value of which was held to be measurable in money. The claimants in the instant case made no effort to prove the value of their services (except as to the dog, which separate claim we shall discuss later). Therefore, the proof did not sustain any recovery for those services. (As a matter of fact, the claimants did not even undertake to prove the alleged values of the houses, so they did not prove their claims even on the erroneous theory of recovery on which they were proceeding.)

If failure to prove the value of the services (again excepting the claim as to the dog) were the only deficiency in the claimant’s cases, we would be inclined to remand the cases, as we did in Cheshire and for the same reason, for a trial upon which proof of the value of the services could be presented. But there is a more serious, and fatal, deficiency, in that there was a failure of proof that there even were any contracts to begin with.

Of course the contracts could be established by circumstantial evidence, but the evidence must establish the essential elements of a contract. There must be at least some semblance of definiteness as to what services were to be rendered, when they were to begin and how long they were to last, and what was promised in recompense for the services. As said in Finn v. Finn’s Adm’r, Ky., 244 S.W.2d 435, “It must be clear and certain that there was in fact [197]*197an agreement, positively definite and mutually understood.” The evidence must disclose on the part of the promisor an intent to assume a legal obligation capable of being enforced against him. Oliver v. Gardner, 192 Ky. 89, 232 S.W. 418. The evidence further must establish that the person rendering the services expected compensation for the services. Marshall v. Ireland, 228 Ky. 354, 15 S.W.2d 289. It is true that where the parties to the alleged contract are not related by blood or marriage there is no presumption that the services were gratuitous, Sword v. Moore’s Adm’r, 303 Ky. 507, 198 S.W.2d 215, but on the other hand the lack of such relationship does not give rise to any presumption that the services were not gratuitous.

With the foregoing principles in mind we shall review the evidence (saving for later the evidence on the dog question).

Mr. Bradley died in December 1964, at age 71, eight months after his wife’s death in April. He had suffered a stroke in February 1962 and had been incapacitated since that time. He had been a railroad employe, had owned a filling station and had acquired a number of residential properties. His estate at the time of his death had an estimated value of $76,000. He had retired in 1957, but was active until suffering the stroke in February 1962.

The Janeses, a younger couple, became friends of the Bradleys in 1937. The Pirr-mans, also a younger couple, became friends of both the Bradleys and the Janeses in 1955. From 1955 to 1962 the Bradleys moved four times, but the friendships with the Janeses and the Pirrmans continued.

The evidence as to the kinds of services which the Janeses and the Pirrmans rendered to the Bradleys covered the period from 1955 to 1964. The services consisted of yard and garden work; installing and connecting household appliances; assisting the Bradleys in moving; taking the Brad-leys to the grocery, the doctor or the hospital, and for pleasure rides; helping to move Mr. Bradley in and out of bed after his stroke; preparing tax returns; and maintenance care of rental property.

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Cite This Page — Counsel Stack

Bluebook (online)
462 S.W.2d 194, 1970 Ky. LEXIS 653, Counsel Stack Legal Research, https://law.counselstack.com/opinion/veluzat-v-janes-kyctapp-1970.