Detroit Trust Co. v. Stoepel

20 N.W.2d 148, 312 Mich. 172, 1945 Mich. LEXIS 311
CourtMichigan Supreme Court
DecidedOctober 8, 1945
DocketDocket No. 18, Calendar No. 43,009.
StatusPublished
Cited by11 cases

This text of 20 N.W.2d 148 (Detroit Trust Co. v. Stoepel) 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
Detroit Trust Co. v. Stoepel, 20 N.W.2d 148, 312 Mich. 172, 1945 Mich. LEXIS 311 (Mich. 1945).

Opinion

Sharpe, J.

This case involves the construction of the will of Francis Adams which was executed July 8, 1885. At the time the will was. executed, Francis Adams was a widower with three daughters living, namely, Mary Louise Adams, Annie Graves Adams, and Evelyn Francis Adams. Subsequently, *175 lie married and of this marriage there was born one daughter, now Katherine A. Stoepel. Francis Adams died in 1893 and at that time the three children by his first wife were more than 20 years of age while Katherine A. Stoepel was four years old.

By his will testator devised and bequeathed all of his property “to my trustees hereinafter named in trust for the following purposes.” After instructions to pay testator’s debts and certain monetary payments including one to ,St. Luke’s Hospital Church Home and Orphanage, the will provided that:

“The remainder of my estate to be divided into three equal parts, one share to be held by my trustees for each of my daughters, Evelyn Francis, Annie Graves and Mary Louise Adams.

“During the minority of my daughters, my trustees are to pay to each, from the income of her share, a sufficient sum for her proper support and education. When each comes of age, she shall be paid $1,000 and from and after this time, she shall receive the net income of her share, after the payment of the proper expenses for the care and protection thereof.

“Each of my daughters, when she arrives at the age of 24 shall be one of the trustees of her share.

“Upon the death of either of my daughters, leaving children, the trustees of her share shall retain the same until the youngest of such children shall be 21 years of age, using such portion of the' income as may be necessary, in case they are without other adequate resources, for their maintenance and education. Said trustees to have the discretion to advance to any such child of my daughter, if they consider it for his or her advantage a sum not to exceed 40 per cent, of the estimated value of his or her share, at any time after he or she becomes of age.

“In case'of the death of either of my daughters, leaving no children, of her share shall be disposed *176 of as provided by ber last will and testament. One tenth shall be paid to St. Luke’s Hospital Church Home and Orphanage, upon the same conditions as are attached to.the legacy hereinbefore made to that institution. One-half of the remainder shall be paid to her surviying sister or sisters, in equal shares, and the other half to the trustees of such surviving sister or sisters, in equal shares, to be held by them under the trust hereinbefore created.

“I hereby appoint Frederick E. Driggs and Henry E. Harmon (of Medaugh, Driggs & Harmon) & George E. Avery, executors and trustees under this my will.- They to give bonds not to exceed $2,000 and to have full power to sell and convey any of the property hereby devised, at public or private sale, for cash or on time, as may seem most advantageous; and to invest and keep invested the proceeds thereof, until the expiration of the trust hereby created; and to do all things in the care, protection and management of said property that I could do, if alive. My daughters to become trustees of their several shares, as above provided and to give no bonds. Upon the death of any of the. trustees herein appointed, the vacancy is to be filled by the surviving trustees and in that case the appointment is to be approved by all my surviving daughters who may be of age. Provided that the husband of either of my daughters shall not become a trustee under any of such trusts.”

The will was presented for probate to the probate court of Wayne county on December 16, 1893, and admitted to probate on June 19, 1894. The estate consisted of a large amount of real and personal property. The will was subject to the following statutory rights of testátor’s widow.

“The widow of every deceased person- shall be entitled to dower, or the use, during her natural life of one-third part of all the lands whereof her hus *177 band was seized of an estate of inheritance, at any time during the marriage, unless she is lawfully barred thereof.” 2 How. Stat. §5733, being 3 Comp. Laws 1897, § 8918.

“All dispositions of personal property by last will and testament shall be subject to the following limitations and restrictions:

“First, If the testator shall leave surviving him, a wife, the testamentary disposition shall be subject to the election of such wife, to take any interest that may be given to her, by the testator in his last will and testament; or in lieu thereof, to ta'ke the sum or share that would have passed to her, under the statute of distributions, had the testator died intestate, until the sum shall amount to five thousand dollars, and of the residue of the estate one-half the sum or share that would have passed to her, under the statute of distributions, had the testator died intestate, and in case no provision be made for her in said will, she shall be entitled to the election aforesaid.” 2 How. Stat. §5824, being 3 Comp. Laws 1897, § 9300.

“The election to take otherwise than under the will, in any contingency above contemplated, shall be made in writing, and filed in the court in which proceedings for the settlement of the estate are being taken, within one year from the probate' of the will; and the failure to file such election.within the time above provided shall be deemed an election to take under the will. ’ ’ 2 How. Stat. § 5825, being 3 Comp. Laws 1897, §9301.

The widow elected to take under the statute and reserved her statutory dower. She died December 16, 1931. The daughter, Katherine, having *178 been born subsequent to tbe making of tbe will and no provision having been made for her, was entitled under 2 How. Stat. § 5809, * to take tbe same proportion as if the testator bad died intestate.

Tbe executors’ final account was allowed and upon order of tbe court, the residue 'of the estate was distributed and assigned as follows:

“Realty: % to Katherine; % to tbe trustees for Mary, Annie and Evelyn — all subject to tbe widow’s right of dower.

“Personalty: (% of first $15,000) and % of tbe remainder to tbe widow; % of tbe remainder to Katherine; % of tbe remainder to tbe trustees for Mary, Annie and Evelyn. ’ ’

Tbe probate court appointed tbe Union Trust Company guardian of Katherine. She became of age January 29, 1911. On February 21, 1911, she gave ber guardian a final receipt for $40,434.11 which recited that tbe guardian “has settled with jne to my full satisfaction its account as my guardian. ’ ’

Mary Louise Adams, then Mary Louise Pardee, died March 5, 1900, leaving two children, Starr C. Pardee, born May 31, 1898, and Dorothy L. Pardee, born May 12, 1899. During Mary Louise Adams’ life she received tbe income from tbe property trusteed for ber benefit and, thereafter, such property was retained by tbe trustee until Dorothy L. Pardee became of age May 12, 1920, whereupon tbe property was delivered to Starr Pardee and Dorothy Pardee in equal portions.

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Bluebook (online)
20 N.W.2d 148, 312 Mich. 172, 1945 Mich. LEXIS 311, Counsel Stack Legal Research, https://law.counselstack.com/opinion/detroit-trust-co-v-stoepel-mich-1945.