Petitioner appeals as of right the probate court’s order granting respondent’s motion for summary disposition with respect to her claim against the estate of her former live-in companion. We affirm.
The decedent died without a will, leaving three heirs at law. Petitioner, a nonrelative, lived with the decedent from 1989 until his death in 1997. Petitioner testified that the decedent asked her to “take up housekeeping with him” in 1989 because he was a
On appeal, petitioner argues that the probate court erred in applying MCL 700.140; MSA 27.5140 to bar her claim against the estate. We disagree. Appellate review of a motion for summary disposition is de novo. Spiek v Dep’t of Transportation,
Michigan’s Probate Code was amended in 1978 to include a provision regarding the enforcement of a contract to make a will or devise. Section 140 of the Revised Probate Code, MCL 700.140; MSA 27.5140,
(1) A contract to make a will or devise, not to revoke a will or devise, or to die intestate, if executed after the effective date of this act, can be established only by 1 of the following:
(a) A provision of a will stating material provisions of the contract.
(b) An express reference in a will to a contract and extrinsic evidence proving the terms of the contract.
(c) A writing signed by the decedent evidencing the contract.
(2) The execution of a joint will or mutual wills does not give rise to a presumption of a contract not to revoke the will or wills.[2]
The party seeking specific performance of a contract to leave property under a will has the burden of proving the contract. Soltis v First of America BankMuskegon,
In the present case, petitioner testified that she and the decedent expressly agreed that the decedent would leave her a bequest under the terms of his will
Petitioner alternatively argues that the trial court erred in granting summary disposition for respondent on the basis of subsection 140(1) because “she had a right to the enforcement of the agreement” under the common-law theories of contract implied in law and contract implied in fact. We disagree. In In re Lewis Estate, swpra, this Court summarized the principles of contract implied in law and contract implied in fact as follows:
A contract implied in law is not a contract at all but an obligation imposed by law to do justice even though it is clear that no promise was ever made or intended. A contract may be implied in law where there is a receipt of a benefit by a defendant from a plaintiff and retention of the benefit is inequitable, absent reasonable compensation.*458 However, this fiction is not applicable where there exists a relationship between the parties that gives rise to the presumption that services were rendered gratuitously. A presumption of gratuity arises where the plaintiff is related by blood or marriage to the decedent, and where the parties lived together as husband and wife although never married. Where a presumption of gratuity arises, the plaintiff may still recover for services rendered under the theory of contract implied in fact. [In re Lewis Estate, supra at 74-75 (citations omitted).] See also In re Estate of Morris,193 Mich App 579 , 582;484 NW2d 755 (1992).
On the other hand, 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 pay therefor.” The issue is a question of fact to be resolved through the consideration of all the circumstances, including the type of services rendered, the duration of the services, the closeness of the relationship of the parties, and the express expectations of the parties. However, “when one renders personal services to another merely upon the expectation of a legacy promised without a contract obligation, the promisee takes his chances on receiving the legacy, and, if his expectations are disappointed, he can recover nothing.” [In re Lewis Estate, supra at 75 (citations omitted).] See also In re Estate of Morris, supra at 582.
In cases involving claims to enforce oral agreements, this Court has equated recovery under the equitable theory of contract implied in law with recovery in quantum meruit. See Featherston v Steinhoff,
Whether a petitioner may seek to enforce an alleged oral agreement concerning a bequest under either implied contract theory following the enactment of subsection 140(1) presents a question of first impression in Michigan.
Arguably, in the absence of an express contract or a contract implied in fact, our Legislature left open
Affirmed.
Notes
In re Estate of Morris,
2 This statute is derived from and is identical in all essential respects to former § 2-701 and current § 2-514 of the Uniform Probate Code (UPC).
We reject petitioner’s unsupported contention that § 140 is relevant only where the decedent has left a will and does not apply in cases involving intestate succession. The statute appears in article II of the Revised Probate Code, which contains provisions on intestacy and wills, the language of the statute itself refers to “contracts to die intestate,” and this Court has applied the statute in circumstances involving intestate succession. See In re Fritz Estate,
We are aware of only two cases decided after the enactment of § 140 where this Court engaged in an implied contract theoiy analysis in a similar context. In In re Estate of Morris, supra at 584-585, however, this Court expressly noted that it was unclear whether the statute had been considered or raised as a defense and remanded the case to determine what, if any, effect the statute had on a contract implied in fact theory. In In re Lewis Estate, supra, decided four years earlier, the Court made no reference to the statute in detennining that the petitioner failed to establish the existence of a contract implied in fact.
The Legislature substantially adopted § 2-701 (currently § 2-514) of the UPC in
Following the revision of article n of the upc, the Commissioners on Uniform State Laws added a sentence at the conclusion of the otherwise unamended comment, which states: “This section does not preclude recovery in quantum meruit for the value of services rendered the testator.” Comment to § 2-514 of the upc, 8 ULA 160 (1998). As noted above, there is no indication that our Legislature adopted the revised version of article n of the upc.
