Bateman v. Case

136 N.W. 590, 170 Mich. 617, 1912 Mich. LEXIS 866
CourtMichigan Supreme Court
DecidedJune 1, 1912
DocketDocket No. 90
StatusPublished
Cited by15 cases

This text of 136 N.W. 590 (Bateman v. Case) 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
Bateman v. Case, 136 N.W. 590, 170 Mich. 617, 1912 Mich. LEXIS 866 (Mich. 1912).

Opinions

Steere, J.

The purpose of this suit is to obtain a construction of the will of David M. Bateman, deceased. The question is raised by demurrer to complainants’ bill and is brought to this court by appeal taken from an order of the circuit court overruling said demurrer.

The bill of complaint states that David M. Bateman died October 6,1901. He left two sons, the complainants herein, and a widow, Harriet M. Bateman, stepmother of complainants. His will, dated September 26, 1900, contains but three clauses; the first of which merely provides for the payment of his lawful debts. The second and third, which are in controversy, are as follows:

“(2) I give, devise and bequeath unto my wife, Harriet M. Bateman, all of my estate, both real and personal, and I do hereby empower her, my said wife, to sell and [618]*618dispose of all or any part of my said estate and convey the same by deed or otherwise without obtaining license from the court for this purpose; and I especially desire that my said wife shall have the right to use the whole or any part of my said estate for her own use and benefit.
“ (3) If any of my said real or personal estate shall remain after the decease of my said wife, then in this case I give, devise and bequeath all the rest, residue and remainder of my said estate so remaining unto my sons, Charles C. Bateman and Halbert E. Bateman, their heirs and assigns forever, share and share alike.”

An inventory of testator’s estate, filed in the probate court by his widow, who properly qualified as executrix, contained, among other things, the following:

“Osceola Consolidated Mining Co., 10 shares, $820; Holland Sugar Co., 100 shares, $1,000; National Loan & Trust Co., Detroit, $1,212.97.”

On the 8th day of December, 1907, said Harriet M. Batement died testate. An inventory of her estate filed in the probate court by defendant contained, among other things, the following:

“Osceola Consolidated Mining Co., 10 shares at $80, $800; Holland Sugar Beet Co., 126 shares at $19, $2,394; National Loan & Investment Company, stock, $1,275.”

Complainants, claiming these assets, made demand upon defendant therefor,which demand was refused on the ground that the same belonged to the estate of Harriet M. Bateman, deceased. The complainants pray for an accounting and that said defendant may, by decree of the court, be required to assign and transfer to complainants such assets.

Defendant demurred to said bill on the ground that the will of David M. Bateman vested an absolute title to all his estate in said Harriet M. Bateman; that complainants had no interest in her estate and she left no property to which they are entitled.

It is contended in behalf of defendant that the second clause of the will vested an absolute title in Harriet M. Bateman which cannot be affected by the third clause; [619]*619the latter being only advisory in its nature under the general rule that, where an estate is given to a person generally or indefinitely, with power of sale or disposition, it carries an absolute title; citing the following cases: Jones v. Jones, 25 Mich. 401; Moran v. Moran, 143 Mich. 322 (106 N. W. 206, 5 L. R. A. 323, 114 Am. St. Rep. 648); Killefer v. Bassett, 146 Mich. 1 (109 N. W. 21); Turnbull v. Johnson, 153 Mich. 228 (116 N. W. 1009); Dills v. La Tour, 136 Mich. 243 (98 N. W. 1004).

On behalf of complainants it is urged that, construing the will as a whole, it gives the widow but a life estate in the property of her husband, with power to sell or consume for her own use and benefit; that such power ended with her life, and any remaining portion of the testator’s estate in regard to which she had not exercised that power became theirs under the third clause of the will, with present right of possession and enjoyment; in support of which the following cases are cited: Morford v. Dieffenbacker, 54 Mich. 593 (20 N. W. 600); Gaukler v. Moran, 66 Mich. 353 (33 N. W. 513); Glover v. Reid, 80 Mich. 228 (45 N. W. 91); Cousino v. Cousino, 86 Mich. 323 (48 N. W. 1084); Jones v. Deming, 91 Mich. 481 (51 N. W. 1119); Defreese v. Lake, 109 Mich. 415 (67 N. W. 505, 32 L. R. A. 744, 63 Am. St. Rep. 584); Gadd v. Stoner, 113 Mich. 689 (71 N. W. 1111); Robinson v. Finch, 116 Mich. 180 (74 N. W. 472); Austin v. Hyndman, 119 Mich. 615 (78 N. W. 663); Clark v. Mack, 161 Mich. 545 (126 N. W. 632).

To the cases cited by counsel for the respective parties many more might be added involving similar issues both from our own State and other jurisdictions. They present an endless variety of wills, many of them containing expressions and provisions similar to the ones under consideration, but none identical in all particulars. It is seldom that the effective parts of any two wills are alike, and the authorities cited and consulted do not present a case which fully quadrates with the one before us, though from such precedents some general principles in aid of [620]*620construction may be deduced. In the early, case of Sisson v. Seabury, 1 Sumn. 235, Fed. Cas. No. 12,913, Judge Story thus speaks of the embarrassment attending resort to precedent in construing wills:

" The cases almost overwhelm us at every step of our progress; and any attempts even to classify them, much less to harmonize them, is full of the most perilous labor. * * * To lay down any positive and definite rules of universal application in the interpretation of wills, must continue to be, as it has been, a task, if not utterly hopeless, at least of extraordinary difficulty.”

The construction of a will is not merely determining the meaning of a word or phrase found in it, or ascertaining the sense of a particular sentence or form of words, though both are involved, but it demands the drawing of siich conclusions from the whole as are manifestly within the spirit of the text, though they may be beyond the direct expressions there found. It is the substance rather than the form which is to be considered. Toms v. Williams, 41 Mich. 552 (2 N. W. 814). The construction should always be in harmony with the expressed or implied intention of the testator unless contrary to some positive rule of law. The principle is clearly stated by Justice Moore in Robinson v. Finch, 116 Mich. 180 (74 N. W. 472):

“ The first thing to determine is, What was the intention of the testatrix, as expressed in the instrument, taking it in its entirety, giving to the words used the meaning which it is evident the testatrix gave to them ? for it is the cardinal principle of interpretation of wills to carry out the intention of the testator, if it is lawful and can be discovered. Bailey v. Bailey, 25 Mich. 185; Eyer v. Beck, 70 Mich. 181 (38 N. W. 20); Glover v. Reid, 80 Mich. 233 (45 N. W. 91); Schehr v. Look, 84 Mich. 263 (47 N. W. 445); Cousino v. Cousino, 86 Mich. 323 (48 N. W. 1084); Jones v. Deming, 91 Mich. 481 (51 N. W. 1119). * * * In Hamlin v. United States Express Co., 107 Ill. 443, it is said:

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Bluebook (online)
136 N.W. 590, 170 Mich. 617, 1912 Mich. LEXIS 866, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bateman-v-case-mich-1912.