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FRANCES ELLEN ROBERTSON v. CHARLES CORCORAN and Others; JOHN MATTHIAS CARR v. SAME

Minnesota Supreme Court1914-03-06No. Nos. 18,470, 18,471 — (276, 277)
125 Minn. 118

Summary

Holding. The judgment is reversed. The complaints state a cause of action for specific performance of an oral contract to devise property, as they allege facts showing assumption of a family relationship and performance of services whose value is not measurable in money, and the sufficiency of the pleadings must be judged by liberal standards favoring the complaint when attacked by motion for judgment on the pleadings rather than by demurrer.

Two siblings, John and Frances, were taken in as children by Maurice and Mary Clancy following their mother's death. Their father agreed with the Clancys that in exchange for the children being raised as family members and treated as their own, Maurice would leave half his property to each child upon his or his wife's death. The children lived with the Clancys as family members, performed household duties, and were repeatedly reminded of this promise by Maurice. After reaching adulthood, both children left with the Clancys' consent. When Maurice died in 1912 leaving an estate worth $40,000, his will contained no provision for either plaintiff, prompting them to sue for specific performance of the alleged oral agreement.

The trial court granted the defendants' motion for judgment on the pleadings, dismissing the case before trial. The central legal question is whether the plaintiffs' complaints adequately state a valid cause of action. Under established Minnesota law, oral contracts to devise property may be specifically enforced when the promised performance involves assuming a family relationship and providing society and services whose value cannot be measured in money, and when the contract is clearly proven. The court determined that the complaints sufficiently allege such circumstances and should not have been dismissed at the pleading stage.

Summary generated by law.co from the public-domain opinion. The opinion text itself is public domain.

Key issues

  • Whether oral contracts to devise property by will are enforceable through specific performance
  • What constitutes sufficient part performance to support specific performance of such contracts
  • Whether family relationship and domestic services constitute measurable or non-measurable performance
  • Standards for evaluating sufficiency of pleadings on motion for judgment on the pleadings

Procedural posture

The defendants' motion for judgment on the pleadings was granted in the trial court, resulting in judgment for defendants, which the plaintiffs appealed.

Authorities cited

No cited authorities resolved to law.co cases yet.

Opinion

majority opinion

Taylor, C.

In each of the above cases, a motion by defendants for judgment on the pleadings was granted, judgment was entered, and the plaintiff appealed therefrom. The only question now before this court is whether the complaints, which are substantially identical in form, state a cause of action. They are lengthy and we shall merely indicate certain facts appearing therefrom without attempting to set them forth even in substance.

The plaintiffs are brother and sister, and the children of Matthew and Jane Carr. Their mother died in 1871, when John was six and Frances ten years of age. Maurice Clancy and his wife Mary lived upon a farm in Washington county and were childless. In 1871, and shortly after the death of their mother, the father of plaintiffs, for and in their behalf, made an agreement with Maurice Clancy, whereby Clancy agreed to take and adopt them into his own family, and to provide them a home, and to treat them in all respects as his own children; and further agreed that, if they should remain with him as members of his family until grown up, that, in consideration of the family relation to be assumed by them he would give, leave and bequeath one-half of all his property to each of them, to take effect at his death, or at the death of his wife if she should outlive him. Pursuant to this agreement plaintiffs became members of the Clancy family, and lived with them until grown up, in the same manner and performing the same duties and services as if they had been the natural children of the Clancys. After they were old enough to understand the nature of the transaction, Maurice Clancy frequently stated to plaintiffs the agreement he had made with their father, and promised them that, if they performed it on their part, he would perform it on his part, and relying upon such promises they performed in full upon their part. Plaintiff Frances, at the age of 19, left the home of the Clancys with their full consent, and thereafter married and is now Frances Pobertson. Plaintiff John remained with them until they sold their farm in 1886. He was then 22 years of age and, as they had ^lo further need for his services, he then left with their full consent. Mary Clancy died in 1902. Maurice Clancy died testate in July, 1912, leaving real and personal property of the value of $40,000, but in his will made no provision for plaintiffs, and gave none of his property to them. They brought those actions to enforce specific performance of the oral agreements above mentioned.

1. It is well settled that a person may by contract bind himself and his estate to give or will his property to certain designated persons at his death. Newton v. Newton, 46 Minn. 33, 48 N. W. 450; Laird v. Vila, 93 Minn. 45, 100 N. W. 656, 106 Am. St. 420; Haubrich v. Haubrich, 118 Minn. 394, 136 N. W. 1025. It is likewise well settled that, even if such contracts rest in parol, the courts may, in proper cases, enforce specific performance thereof. Svanburg v. Fosseen, 75 Minn. 350, 78 N. W. 4, 43 L.R.A. 427, 74 Am. St. 490; Stellmacher v. Bruder, 89 Minn. 507, 95 N. W. 324, 99 Am. St. 609; Laird v. Vila, 93 Minn. 45, 100 N. W. 656, 106 Am. St. 420.

But to authorize a court to decree the specific performance of an oral contract to give property by will, the contract must appear reasonable, and be clearly and satisfactorily established; and it must also have been performed, on behalf of the beneficiary, to such extent and in such manner that he cannot be compensated properly in damages. If the part performance relied upon consisted in the rendition of services, the value of which can reasonably be measured in money, specific performance will not be enforced and the promisee must have recourse to other remedies. Stellmacher v. Bruder, 89 Minn. 507, 95 N. W. 324, 99 Am. St. 609; Richardson v. Richardson, 114 Minn. 12, 130 N. W. 4; Haubrich v. Haubrich, 118 Minn. 394, 136 N. W. 1025.

If, however, the part performance consisted in assuming a peculiar personal and domestic relation as a member of the family of the promisor, and in giving him the society and services incident to such relation and of a kind and character, the value of which is not measurable in money, specific performance may be granted if the contract be satisfactorily proven. Svanburg v. Fosseen, 75 Minn. 350, 78 N. W. 4, 43 L.R.A. 427, 74 Am. St. 490; Stellmacher v. Bruder, 89 Minn. 507, 95 N. W. 324, 99 Am. St. 609; Laird v. Vila, 93 Minn. 45, 100 N. W. 656, 106 Am. St. 420; Fiske v. Lawton, 124 Minn. 85, 144 N. W. 455.

2. Upon motion for judgment on the pleadings, every reasonable intendment will be indulged in favor of the sufficiency of the pleading attacked. The rule is more liberal in favor of the pleading than when it is attacked by demurrer. Ames v. Brandvold, 119 Minn. 521, 138 N. W. 786. 2 Dunnell, Minn. Dig. § 7694, and cases there cited.

Construing the complaints as required by this rule, they state a cause of action within the -principles established by Svanburg v. Fosseen and Laird v. Vila, supra.

Respondents urge that the facts will not bring plaintiffs within the doctrine of those cases. But we are here concerned with the pleadings only. The .evidence has not been presented, and we are not at liberty to assume that plaintiffs will fail in their proofs. The complaints must be sustained, if it may reasonably be inferred therefrom that facts exist which will justify a recovery. They are suffi cient to justify such inference. Whether plaintiffs are in fact entitled to the, relief sought cannot be determined, until the evidence is before the court and the cases are considered upon the merits.

The contention that these cases were not within the jurisdiction of the district court is without force. Laird v. Vila, 93 Minn. 45, 100 N. W. 656, 106 Am. St. 420.

Judgments reversed.