188 Mo. 58 | Mo. | 1905
This is a suit hy the plaintiff seeking to have specifically performed a contract' or agreement alleged to have been entered into by Dr. C. W. Adams, in his lifetime. The contract sought to be enforced is thus stated by the plaintiff in his petition:
“Plaintiff further states that about the latter part of May, 1897, the said C. W. Adams told this plaintiff he wanted to adopt him because of his affectionate feelings for this plaintiff, and previously stated that he wanted this plaintiff to fit up and furnish offices and rooms, and about the latter part of August, 1897, he stated that he wanted this plaintiff to leave his home and to stay with him and to practice medicine as a partner with him and be with him day and night, and the said C. W. Adams further stated that he wanted this plaintiff to look after all of his affairs, to look after his books, collections, property, and further stated that he wanted this plaintiff to be as a son to him, to attend to all his correspondence, to attend him personally as a son, a nurse and a physician, and further stated to this plaintiff that as he was breaking down in health and as he had consumption, he wanted this plaintiff to be close to him at all times, as long as he lived, that then- in consideration of' all this, he, the said C. W. Adams, upon his death would make this plaintiff his sole heir; that he would will to this plaintiff his entire estate owned by him at the time of his death, and that this plaintiff would come into possession of and own all of his, the said G. W. Adams’s property and estate owned by the said C. W. Adams at the time of his death. And said C. W. Adams agreed with plaintiff if he would do all the foregoing acts, he, the said plaintiff, would at the time of the
“And the plaintiff further states that the affection, confidence and respect that the said O. "W. Adams had for and in him was reciprocated and that in consideration of the agreement, contract and the promises made by the said C. W. Adams, to make him his sole heir and to will to him, and leave him and possess- him of his, the said O. W. Adams’s entire estate, so that the entire estate and property owned by the said O. W. Adams at the time of his death would come into his, .the plaintiff’s, possession, and be his, the plaintiff’s absolute property, he did consent that the said O. W. Adams might adopt him and actually did furnish and fit up offices and rooms and did leave his home and stay with the said O. W. Adams, and actually did practice medicine with the said O. W. Adams as a partner and did stay with him, the said C. W. Adams, by day and night and that he actually did look after all the affairs of said O. W. Adams and after all his rents, collections and property, and did perform all the duties and more than is usually and commonly performed by a son to a father, and yielded to the said O. W. Adams all the affection and respect and attention due from a son to a father.
“And plaintiff further alleges that he did attend to all the said C. W. Adams’s correspondence and actually did attend to the said C. W. Adams as a son, a nurse and physician, and actually at all times did remain close to him, the said O. W. Adams. And plaintiff further states that he at all times was, dutiful, affectionate, obedient and respectful to the said C. W. Adams, and at all times complied with all his requests and up to the time of the death of the said
“Plaintiff further avers that at various times during the latter part of the year 1897, and at various times up to the death of the said C. W. Adams, he, the said C. W. Adams, frequently stated to this plaintiff and to others, in consideration of all that the plaintiff had done and agreed to do for him, and on account of his affection and love for this plaintiff, that upon his death this plaintiff would he the sole owner of all his property and estate.
“Plaintiff further states that during the year 1898, the said C. W. Adams stated that he had learned that he could not adopt this plaintiff because he was informed that one who had obtained his majority in years could not legally be adopted, and consequently the plaintiff was never adopted by the said C. W. Adams, but plaintiff further alleges that said C. W. Adams repeatedly stated that he would consider him as his son and would carry out his said agreement.
“Plaintiff further states that in about the month of May, 1898-, the said C. W. Adams was a surgeon in Battery B, in the State of Missouri, and was making preparations to go to the Cuban "War, but Would not go unless this plaintiff attended and stayed with him as an attendant all the time, all of which this plaintiff agreed to do, and preparations by both the said C. W. Adams and this plaintiff were made to go to this said war, and it was agreed before leaving for said war that the said C. W. Adams should make a will, as he had frequently promised and agreed with this plaintiff to do, as heretofore stated, leaving all his property and estate to this plaintiff; and that in consideration of the love and affection that said plaintiff had for the said C. W. Adams, and as a further consideration for the said C. W. Adams making a will as stated herein, that he,, the plaintiff, agreed, to make a will,
“Plaintiff further states that the time of making his said will, had he died his estate would have been worth ten thousand dollars.
“Plaintiff further states that the said C. W. Adams many times after May, 1898, assured this plaintiff that he would become the owner of all his, the said C. W. Adams’s estate. That this plaintiff having full implicit confidence in said C. W. Adams, that he would abide by his promise and agreement, took it for granted that the said C. W. Adams had made a will legally bequeathing and devising to this plaintiff his entire estate, or had in some other manner arranged for plaintiff becoming the owner of his estate. And this plaintiff further avers that it was not until after the death of the said C. W. Adams that he learned that no will or other conveyance made by said C. W. Adams could be found among his papers, and the said C. "W. Adams died intestate, although he fully performed on his part all the agreements made by him as stated herein, yet the said C. "W. Adams failed to carry out and comply with his promises and agreements as heretofore stated.
“Plaintiff further states that the said C. W. Adams, during his lifetime, always treated him with kindness and fatherly affection, and at various times bestowed gifts upon this plaintiff.
“Plaintiff further says that much of the services performed by him were of the character and nature that the same could not be measured by damages re
“That 'to deprive him of his rights and of the property and estate left by the said G. W. Adams would he a gross fraud and a great hardship on this plaintiff, and that in equity and good conscience he is entitled to all of the estate and property of the said O. W. Adams, deceased, after all his just debts, costs and expenses are paid.
“Plaintiff further states that the defendants refuse and fail to recognize his legal rights to the property and estate of said O. W. Adams and threaten to turn over said estate to those entitled to the same according to the laws of the State of Missouri, as soon as his administratorship ends; and plaintiff further states that he does not know the exact value of the said G. W. Adams’s estate, but the same is worth more than $50,000.
“Wherefore, the plaintiff prays that a decree he herein entered establishing his exclusive right to and ownership of the entire estate left by the said C. W. Adams at the time of his death, and all increase of the same since his death, after deducting all debts owing by the said estate and the costs and expenses connected with the administratorship of the same. And that a decree he entered in favor of the plaintiff specifically enforcing the agreement made by said C. W. Adams with this plaintiff as stated in plaintiff’s petition, and that all title, legal and equitable, to said estate, real or personal, he divested out of the defendants, and each of them, and invested in this plaintiff, and for all other and such further relief as the facts herein stated may warrant and the court deem proper.”
The averments in the petition in respect to this contract and the performance of it, were directly put in issue by the answer of the administrator of the
The plaintiff in this case in 1897 was a young physician, residing with his mother and stepfather and brothers in Kansas City, Missouri, He had opened an office in the Rialto building and had some practice, in fact, Dr. Anderson says that he had a good practice. Dr. C. W. Adams, with whom it is alleged this contract was made, was a bachelor, with no next of bin except his half-sister and half-brother, who have filed an answer in this cause.
Dr. Adams was educated as a physician, and in the line of his profession was regarded by many as one of the ablest physicians and surgeons in the West. In 1890 he became dean of the University Medical College of Kansas City and retained that position until about six months before his death, which occurred in August, 1899. He was an eccentric and peculiar man in his disposition and became addicted to the use of intoxicating stimulants and this habit grew upon him until doubtless it had a great deal to do with his death. He loved the companionship and association of young men and particularly students of the university of which he was dean. In 1897 a partnership was formed between Dr. Adams, the plaintiff, Dr. Rosenwald, and Dr. H. C. Anderson. This partnership continued until 1899. Prom eight to ten elegant rooms were furnished by Dr. Adams in the Ridge building to be occupied by this medical firm.
The mother of the plaintiff, Mrs. Stern, testified that Dr. Adams, prior to the establishment of the offices in the Ridge building, was a frequent -visitor at her home. She relates conversations with the doctor in connection with the plan of forming a partnership and moving into the Ridge building, and speaks of the great admiration that Dr. Adams had for her son, and she asked him what he wanted with him and she says that the doctor replied that he wanted my son to come
The inconsistency of the doctor in these conversations will be noted, in this, that in one of the conversations the doctor was wanting her son to be with him for the reason that he was not well and remarked to Mrs. Stern that the plaintiff would step into his footsteps when he died, and he expressed some apprehension about dying, but when' there was an effort to have this alleged agreement reduced to writing, the doctor just simply remarked, “I won’t die.”
Mrs. Stern further stated that her son left her
Dr. Anderson, a member of the firm of Adams, Rosenwald & Anderson, testified in this case. He substantially stated that the agreement was that Dr. Rosenwald should be the physician and the companion to Dr. Adams, to look after his personal wants, to take care of him and in consideration therefor Adams was to leave everything to Rosenwald upon his death. As to the partnership arrangement, he says all the moneys collected were to be turned over to Dr. Rosenwald; he paid all the expenses; if there was not enough taken in during the month to cover all the expenses, Dr. Adams made the balance good with his own check. He detailed the intimate and confidential relation that existed between Dr. Adams and the plaintiff. He says that Dr. Rosenwald prescribed for Dr. Adams as a physician; that he was his companion, looked after his personal wants; advised him in a business way and was his confidant in business matters. He further states that Dr. Adams during the partnership was continually trying to turn over the practice and his patients to Dr. Rosenwald, if they would accept him, and that he had repeatedly heard Dr. Adams refer to Rosenwald as “Leon” and “Leon, my son” and referred to him as “his best friend, his truest friend,” and that Leon was everything to him. He says that
Dr. N. P. Hansen, who said he lived with Dr. Adams and Dr. Rosenwald at their offices in the Ridge building, testified in this case, and his testimony relates to conversations had with Dr. Adams in relation to the plaintiff and that Dr. Adams remarked that “his son was to get his property when he died;” and pointed out Dr. Rosenwald when he stepped into the room, as being the man he was talking about, and that Dr. Adams said that he and plaintiff had an agreement whereby he should take care of him, “as he does now, until I die, and then when I die he takes possession of everything I got; we have agreed on that long ago.” He further remarked that “he thought most of the students knew it.” This witness further testified to the kind and courteous treatment of Dr. Adams by the plaintiff and compared it to the treatment similar to that of a father to his son, and that he had often heard Dr. Adams refer to him as “his son.”
Dr. E. T. Pendleton, who was a student in the University Medical College of which Dr. Adams was dean, testified in this cause. He slept at the offices in the Ridge building of Adams, Rosenwald & Anderson. He relates a statement made by Dr. Adams to him in which he says that Dr. Adams told him that he had agreed with Dr. Rosenwald that Rosenwald was to give up his practice and offices in the Rialto building and look after his business, personal wants and all of his desires, and
Dr. I. J. Wolf was also a witness in this case. He also testified as to conversations with Dr. Adams in respect to the disposition of his property; he heard him say on one occasion that “Leon,” meaning the plaintiff, “need not care what the medical profession thought of him, ” that if he would stick to him and care ■for him as he agreed to do, “I will do my part of the agreement and leave him all my property as well as my practice.” That he heard Dr. Adams at different times drop the remark that everything that he had belonged to Dr. Rosenwald or would belong to him after his death. He then detailed, as the other witnesses, the confidential relation that existed between the plaintiff and Dr. Adams.
William Abel, another witness, was introduced by the plaintiff. He knew Dr. Adams intimately for eighteen or twenty years; he says that Dr. Adams brought Dr. Rosenwald in and introduced him to him as “his boy,” and “his son,” and Dr. Adams further stated to him that he is going to be my son; that he had adopted him, and that Dr. Rosenwald had agreed to take care of him as long as he lived and in return he agreed to turn over his practice and all of his property at his death.
Mrs. William Abel, another witness, said that she
Mrs. W. C. Hunt, a witness for the plaintiff, testified as to conversations with Dr. Adams in which Dr. Adams spoke of an agreement with Dr. Adams that, if Dr. Rosenwald would come over and take care of him as long as he lived and be his companion, at Ms death Dr. Rosenwald should have everything.
Dr. H. T. Jones, also a witness on behalf of plaintiff, was a student at the University Medical College and lived in the Ridge building in the offices of Adams, Rosenwald & Anderson from 1897 to 1899c He relates a number of conversations with Dr. Adams, saying that the doctor always referred to the plaintiff as “his boy,” “his son,” and showed every affection for Mm and that the doctor stated that he was going to adopt him and that Dr. Rosenwald was to inherit his estate and all of his property. This witness made the further statement that he heard Dr. Adams make statements about his will; that he was going to leave his property to Dr. Rosenwald, but in addition spoke of the close relations between Dr. Adams and Dr. Rosenwald, and that it seemed to be closer than a mere partnership.
Margaret May Upham was another witness. She was confined in the UMversity Medical Hospital under the care of Dr. Adams, and detailed a number of conversations she had with him in which she spoke of the great admiration that Dr. Adams had for the plaintiff, and that the doctor stated that he wished that he could adopt him and have him for his own son, and then after Dr. Adams and Dr. Rosenwald were located in the Ridge bmlding, Dr. Adams told me that they did live as father and son and Dr. Rosenwald waited on him,
Dr. H. Thomas Willis, another witness, testified in relation to a trip that he made with Dr. Adams to Rochester, when the remains of Dr. J. W. Adams were buried; this trip was taken June 8, 1897. He details some conversation with Dr. Adams in which the doctor spoke of the adoption of Dr. Rosenwald, the plaintiff, and Dr. Adams in that conversation expressed some doubt as to whether an adoption could legally be made; stated that he had found out some way that an adoption would not be legal and Dr. Rosenwald would get his estate without an adoption. This witness further stated that it was on this trip that Dr. Adams told him that he did not care to die as his father died, the lonely conditions, etc., and it was then when he told him of the arrangements between him and Dr. Rosenwald. His testimony further relates to his physical condition; his bad health, being affected with some pulmonary trouble..
Mrs. Mary Roberts also testified as to conversations with. Dr. Adams in his lifetime similar to those of a number of other witnesses in this case. She said that the doctor in one of the conversations spoke of being very sick last night and that he would have died
J. A. Rose, a witness for plaintiff, testified in relation to a transaction about some property he had leased that belonged to Dr. Adams and about some repairs or improvements and that Dr. Adams in relation to this transaction referred him to Dr. Rosenwald and said that he had charge of it, and that it would all be his some day anyhow, and just referred him to the plaintiff.
There were other witnesses who testified to conversations with Dr. Adams in which he said that “what I leave goes to Dr. Rosenwald.”
Witness J. C. Sporleder testified that Dr. Adams was his family physician and had been for a number of years, and that he called to see him one day, and that Dr. Adams directed him .to go to the office and see his son, and he asked the Doctor who his son was, and he said “Dr. Rosenwald.” So the witness went up in the new Ridge building that afternoon and saw Dr. Rosenwald and told him that Dr. Adams had sent him up for treatment.
There were a number of other witnesses that testified as to conversations with Dr. Adams of similar import to those that have herein been referred to, and of the courteous treatment and kindness of the plaintiff to Dr. Adams when they were in partnership in the offices in the Ridge building.
It is further disclosed by the record that the rooms occupied by the firm of Adams, Rosenwald & Anderson were very expensively furnished and that Dr. Adams paid for the furniture. Mrs. Lunt, the housekeeper, testified that the firm had ten rooms in the Ridge build
Mr. Ridge, one of the witnesses, said he went in there frequently; it was a genial, nice place to go to, “and in the bull pen, as we termed it back there, there was always a half dozen or more. Sometimes I would go there in the afternoon three or four times in the week to play penuchle with some of the boys.”
It was further developed at the trial that Dr. Adams had made propositions as to an agreement, similar to the one alleged to have been made with Dr. Rosenwald, with Dr. Chase and Dr. Sulzbacher. These propositions were made, according to the statements of the witnesses, in 1892 and 1893. In 1897 and 1898, and up to the time that Dr. Adams died, he used intoxicants to a great excess. One of the witnesses, Albert Dorschuk, says that he took fluid extract of cocoa, which is the same as cocaine, took hasheesh and also frequently took belladonna and sometimes opium. This witness, in speaking of the effect that these drugs had on Dr. Adams, stated that they made him very beneficent; “he would make great promises to all of his friends while under the influence of these drugs and under the influence of liquor.” This witness, in explaining his meaning, said, “I mean that he promised one man this and another that, he promised me — he said to me one morning, if you need a thousand dollars come right up, I will give it to you; if you need ten thousand dollars come up, I will give it to you. ”
Mrs. V/. C. Lunt, the housekeeper, testified further, that upon the opening of the Cuban War, Dr. Adams was trying to get Dr. Rosenwald to go with him to the
‘ ‘ Q. What reason was given, if any, by Dr. Adams, why he didn’t make out his will? A. I don’t think he gave what you might call a reason. He just didn’t make it out, that’s all there was about it, and all three of us passed over the situation as easily as we would. I never did understand why he did not make it out.
“ Q. Now, in detailing to you the arrangement between them when they called on you, can you state the language that was used by Dr. Rosenwald as to the arrangement or the substance of it, in the presence of Dr. Adams ? A. I can’t detail the language exactly, I think I can detail the substance, although that’s pretty hard to do because so many things have happened since— various things connected with it. My. best recollection is that they came together into the office along about .the time of the commencement of the war with Spain. They came in and sat down and after some usual pleasantries between us, Dr. Rosenwald made the statement to me that they were going to this war together; that they didn’t know what would become of them, whether they would live through it, and that they wanted their
“Q. Now, Mr. Middlebrook, what was said, if anything, as to whom Dr. Adams was going to leave his estate, either by Dr. Rosenwald or by Dr. Adams, at the time they were there together! A. Well, this occurrence, this conversation, was of the character I have detailed, and about leaving the estate, I can’t recall that part of it. The only thing that I can recollect is that the statement that was made to me when they came in by Dr. Rosenwald was, that they were going to make their wills in favor of each other. Possibly the words about leaving all the property may have been used, but I don’t recall them if they were. As I recollect it, it was to leave a will, each one in favor of the other, according to Dr. Rosenwald’s statement.”
It is also disclosed by the record that after the death of Dr. Adams and about the time the administrator was making an inventory of his estate, the plaintiff made no claim, so far as was disclosed by what he said, to any part of the estate, except the library and perhaps the surgical instruments. The testimony as to what occurred at that time is about as follows:
Mr. Seehorn, a lawyer, one of the appraisers of Dr. Adams, appointed by the court, says when he went
“Q. Well, now, what did he say or did he make any claim to anything? A. Well, the doctor told us that he could not stay until we got through with the inventory, and made claim to the library.
“Q. Made claim to the library? A. Yes.
“Q. What did he say? A. He said that the doctor had given him the library, as I remember it.
“Q. Did he request you not to appraise it, or what? A. Well, we consulted with Mr. Middlebrook and concluded not to appraise it after he had made the claim.
“Q. Did you appraise the rest of the stuff? A. Yes.
“Q. Did he claim anything else but that? A. I believe there were some instruments there, but I am not sure about that.
“Q. Well, anything else besides the instruments then? A. No, sir; no, sir.
“Q. Were yon present there at the time you all went up to have the estate appraised? A. Yes.
“Q. What claim did this plaintiff here make to the personal property in the office at that time? A. When we went in to appraise the library he said that Dr. Adams had given him the library and we need not appraise that.
‘ ‘ Q. ■ Did he claim anything else in there? A. No, sir.
“Q. And so you did leave it out, did you? A. Yes; after Dr. Anderson had come there and assured us to the same effect, we left it out.”
There were also introduced in evidence the pleadings in another suit by plaintiff against this estate. There are two counts in the petition; the first count contains substantially the same allegations as are contained in the petition in the suit at bar, except in the
The testimony introduced at the trial of this case is very voluminous; it contains a volume. The reasonable limits of this opinion prevent us from “undertaking to detail or reproduce the evidence in full. We must be content with a mere reference to the nature and character of the testimony introduced. However, we will say to counsel both for appellant and defendant that, this case being one of great importance, we have read in detail all of the testimony introduced at the trial, and while we have only mentioned a very small part of it, and in fact none of the cross-examination by the defendants’ counsel, it by no means should be taken as an indication that we have ignored the large volume of testimony introduced in the case. A summary of the testimony introduced may 'thus.be briefly stated:
Dr. Rosenwald, the plaintiff, resided with his mother and stepfather in Kansas City, Missouri; had a very pleasant home and also had entered upon the practice of his profession, by opening offices in the Rialto building. Dr. Adams, though very eccentric, was one of the brightest and ablest physicians and surgeons in that section of the country. Numerous witnesses detail conversations with Dr. Adams in which it is indicated that a contract was made with the plaintiff that he should give up his offices in the Rialto building and form a partnership with Dr. Adams with offices in the Ridge building; and take care of, look after the business and wants of Dr. Adams, and in consideration of this that he would leave him his entire estate.
The witnesses also testify as to the intimate, close relations existing between the plaintiff and. Dr. Adams imhis lifetime and of their admiration for each other, and the courtesies shown one to the other in their daily lives. Dr. Adams furnished a number of rooms in the
Tbe parties to this alleged contract, Dr. Rosenwald and Dr. Adams, were both not only intelligent, but regarded as good physicians; they, above all others, were presumed to know tbe uncertainty of life, yet there is an absence in this record of anything which preserves any satisfactory evidence of such an important contract as is sought to be specifically performed in. this case; nor does tbe record disclose any reason for the failure to preserve it, and tbe trial court was left to the ascertainment of tbe existence of such a contract or agreement to numerous conversations and admissions detailed by tbe witnesses, according to their best memory. This, with tbe reference to tbe facts as contained in the opinion of tbe trial court, is a sufficient statement to enable us to determine the correctness or incorrectness of tbe conclusions reached by tbe chancellor in tbe disposition of this cause. Upon tbe submission of this cause to tbe court its conclusions were announced in a written opinion as follows:
“This is a suit wherein tbe plaintiff seeks to recover all tbe property of Dr. C. W. Adams, deceased, basing bis claim therefor on an alleged oral contract made with tbe deceased to tbe effect that if plaintiff would give up his home and come and live with tbe deceased and be a son to him and take care of him while be lived, tbe deceased would give plaintiff all bis property at bis death. There is no doubt that in this State equity will sustain an action of this description and that such a promise, though not clothed in technical or precise terms, would be sufficient, tbe other party having performed bis part of tbe contract. It is equally
“At the close of the trial of the cause, when every fact and circumstance in evidence was fresh and clear in my mind, I was in doubt as to whether the contract alleged between plaintiff and deceased had been established. After mature deliberation on all the facts and circumstances involved this doubt has increased. It is true plaintiff’s mother testified clearly and positively to a conversation between herself and the deceased, in which the latter said he wanted tó adopt plaintiff, have him leave his home and live with the deceased as his son, and that he would leave the plaintiff his property. But she also testified that the deceased, when requested by her to put that promise in writing, refused to. do so.
“It is also in evidence that plaintiff and deceased were to make mutual wills, and that they went to Mr. Middlebrook’s office for this purpose, and that plaintiff made his will, but the deceased did not. Although’ they had gone there for that purpose, and although plaintiff there had Mr. Middlebrook write his will, nothing was done further about writing the deceased’s will. It was not even suggested there that the deceased make his will as plaintiff had already done, and both left Middlebrook’s office without a word as to why the deceased had not made his will, though both had gone there for that very purpose. True this was the year after the contract is alleged to have been made, and at this time they had been partners working and living together for many months. Deceased believed all this time that plaintiff could not get his property without a will, or a deed, for the deceased bore the same relation to Dr.
‘ ‘ Much evidence from reputable and truthful citizens was introduced to show that plaintiff and deceased were exceedingly intimate; that deceased referred to plaintiff as ‘his boy,’ ‘his son,’ and frequently spoke of the plaintiff in the most affectionate way; but the evidence also shows that even before the deceased knew plaintiff, as well as after their intimacy began, the deceased always had Avith him and around him favorite students of the medical college of which he was an officer, and that he at times referred to them as his boys. Time, the relationship was not as close and as intimate between the deceased and these other students as it was between him and the plaintiff, but that was natural and to be expected. Deceased was a brilliant man, had a fine practice, was suffering from an incurable disease which was aggravated by the use of drugs, and he realized that he must soon abandon his profession. He selected plaintiff from his friends among the students as his partner, fitted up expensive offices, diverted to plaintiff all his practice that he could control, paid all expenses over the' receipts of the office, and in many ways exhibited a special interest in and affection for the plaintiff. During the last few
“I do not attempt here to recite the whole testimony in the case. There was much of both positive and circumstantial character tending to prove the main question, as to whether or not there was a contract as alleged by plaintiff. Enough has been said, however, to indicate that in my opinion the plaintiff has failed to establish the contract alleged, and therefore the finding will be for the defendant. ’ ’
Judgment was rendered in accordance with the conclusions reached in this cause; from this judgment plaintiff, in due time and proper form, prosecuted his appeal to this court and the cause is now presented to us for consideration.
OPINION.
The record in this cause presents but one question, which is embraced in the challenge by plaintiff of the correctness of the conclusions reached by the chancellor in denying the relief sought by the plaintiff and the dismissal of the bill. Plaintiff seeks by this action to have a court of equity specifically perform a contract made with the defendants’ intestate, during his lifetime,
The proposition which is presented upon the record! before us is not a new one in this State; it has frequently had the attention of the appellate courts and the rules announced as to the nature, character and force of the testimony necessary to obtain the relief sought in cases of this character, are no longer in doubt. The rule is nowhere better and more correctly stated than in the recent case of Kinney v. Murray, 170 Mo. 674. The law upon the subject was thus clearly announced: “A court of equity in this State will specifically enforce an oral'contract to make a will in a particular manner, where a valuable consideration has been received for the promise and a fraud would be perpetrated upon the promisee or beneficiary unless the contract be performed. But, the proof of such a contract must be so cogent, clear and forcible as to leave no reasonable doubt in the mind of the chancellor as to its terms and character; and where the considera-' tion consists of acts to be performed, there must be like proof that the acts performed refer to and result from that contract, and are such as would not have been done unless on account of that very agreement and with a direct view to its performance. ‘ There must be no equivocation or uncertainty in the case. ’ . This doctrine is established and its application illustrated in a
No less strict rule would be in accord with the proper administration of justice'and well-settled principles of equitable jurisprudence. The strict enforcement of the doctrine announced, as to the character of proof essentially necessary to obtain the relief sought in suits of this hind, is one of the most important and valuable safeguards surrounding land titles and the permanency of ownership of property by the citizens of this State.
This leads us to the analysis of this rule as applicable to the proof made in this case. In making this analysis it is important to keep in view the distinction made by Mr. Story (2 Story’s Equity (13 Ed.), secs. 769,770); he says: “It is important to take notice of the distinction between the case of a plaintiff seeking specific performance in equity and the case of a defendant resisting such a performance. We have already
In order to have justified the chancellor in this case in decreeing a specific performance of this contract, it was absolutely essential that it should first be made to appear to him that the contract was in fact made, by proof so cogent, clear and forcible as to leave no reasonable doubt in the mind of the chancellor of its terms and character. Second, it was equally essential to show that such contract was made upon a valuable consideration and that a fraud would be perpetrated upon the plaintiff unless the contract be performed. Third, upon the allegations in the petition, the consideration of the contract sought to be enforced was predicated upon the acts to be performed by the plaintiff and therefore it was essential that the proof should satisfy the chancellor that the acts performed referred to and resulted from that contract, and were such acts as would not have been done unless on account of the very contract made and with a direct view to its performance.
Applying the testimony .to the first essential, that this contract was in fact entered into, it may be conceded that there is some testimony indicating that a contract had been made, but is it of that clear, cogent and convincing character that ordinarily surrounds the making of eT contract in the disposition'of a large and valuable estate?
We have read in detail all of the testimony in this
Upon the second proposition, it is contended by appellant that the failure to perform the contract perpetrated a fraud upon the plaintiff. It is clear under the rule announced, that there may be a clear showing as to the contract, yet in maintaining the safeguards which should surround property rights, courts of equity may still refuse to specifically enforce it, even under the character of proof, unless it should appear that its failure to do so would operate a fraud upon the contracting plaintiff. We are unable to give our assent to the contention of the learned counsel for' plaintiff in this cause, that the failure of the chancellor to specifically perform this contract perpetrates a fraud upon plaintiff. A careful consideration of all of the testimony disclosed by the record demonstrates that plaintiff, in removing from his offices in the Rialto building and
While it may he said, from a moral standpoint, that Dr. Adams did not measure up to the standard that would ordinarily be required in selecting a partner, and while the conduct of Dr. Adams subjected him to proper and just criticism, when the evidence is all considered there is no room for dispute that Dr. Adams was a man of extraordinary ability in the line of his profession, and just such a man, from a professional standpoint, as would advance the interests of a young practicing physician. This was the view taken of the situation by the mother of Dr. Rosenwald, Mrs. Stern. She at first refused to consent to the formation of a partnership, and, as she states, upon being urged by her husband that it was a great step toward, advancement for a young professional, she finally consented to the formation of the partnership.
So far as concerns the contention that it was án abandonment of the plaintiff of his home, a separation, from his family, we can not treat that subject seriously, for the testimony shows that the offices in the Ridge building were elegantly furnished; the plaintiff was a grown young man in the same city of the residence of his mother and a stepfather, with nothing to prevent him from associating with them as frequently as he desired. This was not going to a foreign land or to a distant place from the residence of his family, hut in fact was the occupancy of magnificently furnished apartments, with ample opportunities to enjoy the pleasures and comforts of association with his mother, stepfather and his brothers. Here we have a young practicing physician, entering into a partnership with the head of the Medical University in Kansas City, and who had been its head for a number of years, and stood high in his profession, with elaborately furnished offices, with all the modem conveniences, and we are not willing to say that the formation of this partnership was any sac
Again the testimony introduced in this case does not convince us that the acts performed by the plaintiff for the deceased, Dr. Adams, after the formation of the partnership, were such as would not have been done had no contract existed for their performance. It is said by a number of witnesses that he attended to all of the correspondence, the business connected with the offices, looked after the wants of Dr. Adams, cared for him when indulging excessively in intoxicants; but were these acts anything out of- the usual order, or which would not be expected to be performed by a young practicing physician who had entered into a partnership with an older physician of such marked ability and prestige ? The conduct of the plaintiff toward Dr. Adams, as related by the witnesses,-is nothing more than that course of conduct which good taste and propriety would suggest to any young practicing physician who had formed a partnership of this character. The proof in this case is absolutely insufficient to convince any chancellor that these acts, under the circumstances, would have remained unperformed had it not been for the contract which is sought to be enforced, and it is an essential element of the rule herein announced, as to the enforcement of contracts of the character in suit, that the testimony must satisfy the chancellor that the performance of the services was the result of the contract and were such as would not have been performed unless on account of an agreement in relation to their performance.
We think it is clear, when all the testimony is considered, in connection with the nature and character of the partnership formed, as well as the nature of the services performed by plaintiff, that his acts were nothing more than would have been done by any other young practicing physician similarly situated, and
As applicable to this proposition, this court in the case of Emmel v. Hayes, 102 Mo. l. c. 195, quoted approvingly Mr. Pomeroy’s statement of the law (Pom. on Spec. Perf., p. 154), and the doctrine was thus announced by that learned author: “ ‘A plaintiff can not, in the face of the statute, prove a verbal contract by parol evidence, and then show that it had been partly performed. This course of proceeding would be a virtual repeal of the statute. He must first prove acts done by himself or on his behalf, which point unmistakably to a contract between himself and the defendant, which can not, in the ordinary course of human conduct, be accounted for in any other manner than as having been done in pursuance of á contract, and which would not have been done without an existing contract; and although these acts of part performance can not, of themselves, indicate all the terms of the agreement sought to be enforced, they must be consistent with it, and in conformity with its provisions when these shall have been shown by the subsequent parol evidence. It follows from this invariable rule, that acts which do not unmistakably point to a contract existing between the parties or which can be reasonably accounted for in some other manner than as having been done in pursuance of such a contract, do not constitute a part performance sufficient in any case to take it out of the operation of the statute, even though a verbal agreement has actually been made between the parties. ’ ”
In Goodin v. Goodin, 172 Mo. l. c. 48, Brace, J., speaking for the court, makes it manifest as to the showing necessary to be made before the chancellor, in order to warrant a judgment of specific performance. He said: “In order to sustain the defendant’s claim
Appellant places great stress upon the relations between the plaintiff and Dr. Adams, as detailed by the numerous witnesses in this cause, and insists that it is vital in the consideration of the other proof as to the contract or agreement. We will say upon that question that it is true that the record is full of statements by witnesses of fatherly and brotherly affection existing between these two men, yet it is equally true that the record shows that Dr. Adams was particularly fond of the students and former students of the university of which he was dean, and frequently addressed them in very affectionate terms. And it is disclosed that this plaintiff performed many kind acts toward Dr. Adams prior to any pretense that there was any agreement or contract for him to do them.
We must not lose sight of the main proposition in this case, that the evidence of the contract and its terms rests solely upon declarations made by the deceased, Dr. Adams. This character of testimony has never been looked upon with favor by this court. It was said by Bliss, J., in Johnson v. Quarles, 46 Mo. l. c. 427, that “evidence of such declarations, it is true, is admissible, but it never amounts to direct proof of the facts claimed to have been admitted by those declarations; and it is sometimes doubted whether it ought to be
The remarks of Valliant, J., in Steele v. Steele, 161 Mo. l. c. 575, might very appropriately be applied to a great deal of the testimony of the witnesses in this cause. He said: “Giving to every particle of plaintiff’s evidence full credence, it goes no further than to show that William Steele took the plaintiff into his family, reared him as a son, received from him a son’s duty and from time to time made statements indicating that he intended to leave him his property at his death. But that he had ever bound himself so as to impair his own right to will his estate as he might thereafter see fit, there is not a word of evidence. ’ ’
Mr. Greenleaf, in his standard work upon the Law of Evidence, gives the key note to the origin of the disfavor entertained by the courts as to this class of evidence, wherein he says: “When we reflect upon the inaccuracy of many witnesses in their original comprehension of a conversation; their extreme liability to mingle subsequent facts and occurrences with the original transactions, and the impossibility of recollecting the precise terms used by the party, or of translating them by exact equivalents, we must conclude there is no substantial reliance upon this class of testimony. The fact, too, that in the final trial of open questions of fact, both sides are largely supported by evidence of this character, in a majority of instances, must lead all cautious triers of fact greatly to distrust its reliability. ’ ’
The St. Louis Court of Appeals, in Reed v. Morgan, 100 Mo. App. l. c. 723, most emphatically con
To what has been said as to the unsatisfactory character of the testimony undertaking to establish this contract, may be added some few inconsistencies in the testimony itself. It is claimed by the numerous witnesses testifying in this cause, chiefly among them Dr. Anderson, who was a member of the firm of Adams, Rosenwald & Anderson, that Dr. Adams had contracted to leave all of his estate to the plaintiff, in consideration of the performance of certain services, yet we find Dr. Anderson testifying that about a week before the death of Dr. Adams he gave his library to the plaintiff, Dr. Rosenwald. If Dr. Rosenwald was then in possession of the offices and library, and has a contract that he was to have all of his property at his death, we see no reason why Dr. Adams should give him something that he had already agreed to give him. Dr. Anderson also testified that Dr. Adams gave him some chairs and book cases. He said frequently during his examination that he had heard Dr. Adams say that Rosenwald owned all of that property in that office, and he said that included the chairs given him, and that he was unable to explain how Dr. Adams could give him the property.
It is conceded in this case that Dr. Adams never made any will, yet we find Mrs. Lunt testifying that Dr. Adams told her that he had made a will.
We have in this case the further fact that Mrs. Stern suggested to Dr. Adams that the understanding or agreement should be put in black and white; that he declined to do so, and said: “I won’t die, and my word is as good as my bond.” Just previous to that he had said he was not feeling well and spoke about wanting Dr. Rosenwald with him, and that he might
The contract in suit, if made, was not a matter of mere sentiment, but must be treated as a purely business transaction, and Dr. Rosenwald’s failure to urge, in the presence of Mr. Middlehrook, the execution by Dr. Adams of the evidence of so important a contract, which, according to the witnesses they had gone there for the purpose of executing, is to say the least a damaging circumstance against the plaintiff, tending to show that no such prior contract was recognized as existing between these two men, and the chancellor was warranted in taldng such circumstances into consideration.
Appellant contends that the mere absence of any written contract is not to be considered as furnishing any reason for a doubt in the mind of the chancellor as to the existence of an oral contract. That is true, but in this case, under the circumstances and conditions surrounding the formation of the partnership and the making of the contract alleged to have been made by the plaintiff, the absence of any valid reason why the evidence of this contract was not preserved, is a fact that may be very properly considered. The condition of Dr. Adams’s health, the value of Ms estate, the importance of the transactions, the fact that he had discussed with Dr. Willis the question of the legality or illegality of an adoption, furnish very strong reasons why two men, both physicians, one of them suffering from an incurable disease, consumption, should at
If the condition of Dr. Adams, in respect to health, was as related by the witnesses, and as recognized by himself, no one knew such condition any better than plaintiff, and it furnishes strong reasons why this contract should have been reduced to writing. And there is a total absence in the record before us of any reasons why it was not. When we consider ‘‘ that nothing short of the inherent justice of the claim of plaintiff, supported by evidence that can be relied upon with the utmost confidence, proof of the existence of the contract, its terms and conditions, and supported by a merito'rious compliance therewith,” entitle him to the relief sought, we are unwilling to say that the conclusions of the chancellor in this cause were erroneous.
We deem it unnecessary to further discuss the correctness of the rule applicable to this case, or to defend the reasons upon which it is based. There is but one expression by this court, and that has been uniform, and it is that the rule with all of its strictness should be applied to cases of this character.
Other jurisdictions look with the same favor upon the application of this just rule in the administration of equitable jurisprudence. In the case of Dalzell v. Dueber Mfg. Co., 149 U. S. 315, Mr. Justice Gray adds his testimony to the correctness of this doctrine. He says: ‘ ‘ From the time of Lord Hardwickb, it has been the established rule that a court of chancery will not decree specific performance, unless the agreement is ‘certain, fair and just in all its parts.’ [Buxton v. Lister, 3 Atk. 383, 385; Underwood v. Hitchcox, 1 Ves. Sen. 279;
In Stiles v. Cain, 134 Cal. 170, the Supreme Court of that State thus indicates its conception of the rule applicable to specific performance of contracts: ‘ ‘ There are contracts which are perfectly valid, and which a' court of equity would not set aside for fraud, mistake, or for any unfairness, but which nevertheless, are so unfair that specific performance will not be decreed. This has always been the rule with courts of -equity. They will not aid in the enforcement of a harsh ¡and unjust contract, even though it be valid.” To the same effect is the case of Drake v. Lanning, 49 N. J. Eq. 459. In discussing contracts of this character, it is said: “I can conceive of no ground upon reason or upon principle, and can find no authority for any exception in this respect, in favor of this class of contracts. On the contrary, it seems to me that this fundamental rule should be observed and enforced with greater, rather than less, rigor in such eases. To relax it would be to open the door to the proving and establishing of wills made by parol and in contradiction, it may be, of a written will executed with all the statutory formalities. ’ ’
Counsel cite a number of cases in which this court has approved decrees enforcing specific performance of contracts, or disapproved the refusal of the trial court to enforce them. An examination of those cases will demonstrate that, not only satisfactory proof of the existence of the contract was made, but as well a full performance on the part of the party seeking its enforcement, and the additional essential was made manifest that a refusal to enforce the contract would result in the perpetration of a fraud upon the party who had fully performed the conditions of it. That is not this. case. The testimony as applicable to this suit is not of that clear, cogent and undoubting character required by the law, either as to the contract itself, nor as to the performance of the services as a result of the agreement; nor does it appear that it would perpetrate
It is. well in this commercial age of our civilization for every citizen to understand that the courts of this country will not approve or encourage the absorption of entire estates of deceased persons upon contracts-alleged to have been made with the deceased during his lifetime without clear and undoubting proof of every essential element of the contract as is required under our system of equitable jurisprudence.
When the inventory of this estate was being made by the administrator and the witnesses, this appellant only claimed that he was the owner of the library and perhaps the surgical instruments of Dr. Adams. While it may be said that it was not incumbent upon him to have made mention of his claim of the entire estate, yet, if this contract in fact existed, it was but natural, when making a claim to one part of the property, to have at least intimated his relation to that estate, and his failure becomes significant by reason of the fact that he waited for nearly two years before he asserted his claim to the entire property. If this contract can be specifically enforced: upon the proof as made in the trial of this cause, then we confess that it furnishes strong reasons for alarm on the part of every citizen who has accumulated property, when he realizes the slender foundation upon which rest the rights of those who are entitled to it after his death.
This proceeding is simply an effort to distribute the estate of a deceased person different from that provided by law, by a contract resting on parol. Such efforts and the evidence relied upon to establish such contracts have uniformly been “looked upon with jealousy and should be weighed in the most scrupulous manner.” [Woods v. Evans, 113 Ill. l. c. 191.]
It is unnecessary to pursue this subject further. This ease was tried by the chancellor who presided over the court in the city where this contract was made, and
The judgment upon the testimony as shown by the record was right, and it is ordered affirmed.