Dow v. Scully

135 N.W.2d 360, 376 Mich. 84, 1965 Mich. LEXIS 197
Michigan Supreme Court·Decided June 7, 1965·No. Calendar 66, Docket 50,721·Published·Cited by 8 cases

Opinion

Souris, J.

Mary Baier died testate on May 16, 1938. Her will provided, in pertinent part, that sub *85 stantially all her property vest in a trust for the benefit of her children. Upon her daughter Amelia’s death, the trust was to terminate with one-third of the residue going to plaintiff Estella Baier Dow, one-third to Charles Baier, both children of testatrix, and one-third to certain named grandchildren of testatrix. The will also provided:

" 2 * * *
“J. Should my son Charles A. Baier die without issue, his share of said estate shall lapse whether the same be way of residue or income therefrom. Should my daughter Estella Dow (nee Baier) die, her share shall go to her children by right of survivorship. * * *
“4-b. In the event of the death of my son, Charles A. Baier without issue, it is my intention that his share shall go to the survivors, whether under the trust herein created or under the will. I have no desire to devise or bequeath any property or residue of my estate to his widow. Should my son, Charles A. Baier, leave any heirs at law other than his widow, his share shall then go to his heirs at law.”

Amelia Baier died on May 22, 1945. Plaintiff, Estella Baier Dow, who had been appointed administratrix de bonis non of the Mary Baier estate, thereupon petitioned the probate court to

“order a distribution to the sole heirs and beneficiaries as above stated of the remaining assets on hand and the residue of said estate * * * all in accordance with the provisions of the last will and testament of Mary Baier, deceased.”

On January 9, 1947, the probate court entered an order which provided that:

“the residue of said estate, remaining in the hands of the said fiduciary and including the Federal income tax refund, be and the same is hereby assigned to Estella Baier Dow (nee Baier) and. Charles A, *86 Baier, children of said deceased, each a two-sixth (2/6) part thereof, and to Mary Shirley Dow, Lawrence Frederick Dow and Frederick Baier Dow, grandchildren of said deceased, each an equal one-third (1/3) share in the remaining two-sixth (2/6) part, said persons being the only residuary devisees and legatees of said deceased, in accordance with the provisions of said will.”

No appeal was taken from this order.

Charles Baier received as his share certain cash, stock and bonds, the title to which he placed in his name and the name of his wife, Irene. Charles died without issue on October 24, 1959, and his wife succeeded to his estate without probate proceedings. She died July 5, 1961, and defendant Scully was appointed administrator of her estate.

By complaint filed herein on May 21, 1962 plaintiff sought to obtain from the Irene Baier estate those assets which Charles Baier had received from the Mary Baier estate. Plaintiff argues that the assets Charles Baier received from the Mary Baier estate pursuant to the probate court order of January 9, 1947, were subject to an executory limitation over in her favor and in favor of other heirs of Mary Baier in the event that Charles died, as he did, leaving no issue. Plaintiff further argues that she has successfully traced the assets received by Charles into the estate of his wife Irene; that by the executory limitation, those assets should have been distributed upon Charles’ death to the other beneficiaries under the will of Mary Baier; and that, consequently, the chancellor erred in construing that will as having given Charles an absolute estate in those assets upon termination of the trust.

It is not necessary for us to consider whether the chancellor correctly construed the will, since in the view which we take of this proceeding the chancellor was foreclosed from a consideration of this matter *87 by the January 9, 1947 unappealed decree of the probate court. The case of Loesch v. First National Bank of Ann Arbor (1930), 249 Mich 326, controls our decision in this case of Dow. As quoted by this Court in its opinion, testator’s will, in the Loesch Case, provided (p 327):

“ ‘Should mji wife, Julia Watkins Brown, survive me, it is my will that sbe shall have tbe use and control of all property, personal and real, tbat shall be bolden by me at the time of my decease for her sole benefit and use during her natural life, with tbe stipulation tbat sbe may remember tbe following persons who are dear to me because of ties of friendship.’ ”

Tbe probate court entered tbe following order (p 327) :

“ ‘That tbe residue of said estate be and tbe same is hereby assigned to Julia W. Brown, widow of said deceased, sbe being only residuary devisee and legatee, in accordance with tbe provisions of tbe said last will and testament of said deceased.’ ”

Mrs. Brown died without surviving children nearly 14 years later, still possessing some of the shares of stock sbe bad received under her husband’s will. Plaintiffs, Mr. Brown’s heirs, thereupon filed a bill in chancery alleging tbat the probate order was ambiguous and seeking its construction. Tbe chancellor found tbat under the will Mrs. Brown bad only a life estate and held tbat plaintiffs, as Mr. Brown’s heirs, were entitled to that portion of bis estate which remained at Mrs. Brown’s death.

This Court wrote in Loesch, at pp 329, 330:

Free access — add to your briefcase to read the full text and ask questions with AI

Dow v. Scully, 135 N.W.2d 360, 376 Mich. 84, 1965 Mich. LEXIS 197 (Mich. 1965).

135 N.W.2d 360 (Dow v. Scully) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

Roland C Brockriede v. Jennifer J Manley
Michigan Court of Appeals, 2023
Helen Connolly v. County of Wayne
Michigan Court of Appeals, 2015
People v. Carpentier
521 N.W.2d 195 (Michigan Supreme Court, 1994)
United States v. Straits Steel & Wire Co.
810 F. Supp. 208 (W.D. Michigan, 1992)