Godshalk v. Akey

67 N.W. 336, 109 Mich. 350, 1896 Mich. LEXIS 858
CourtMichigan Supreme Court
DecidedMay 19, 1896
StatusPublished
Cited by4 cases

This text of 67 N.W. 336 (Godshalk v. Akey) 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
Godshalk v. Akey, 67 N.W. 336, 109 Mich. 350, 1896 Mich. LEXIS 858 (Mich. 1896).

Opinion

Hooker, J.

Josiah Godshalk, the son and executor of Jacob Godshalk, deceased, filed the bill in this cause for a construction of his father’s will, which was probated in the county of St. Joseph, in this State, in the year 1881. Letters testamentary were issued to the complainant at that time, and he proceeded with the execution of the trust, seasonably distributing the estate under the order of the probate court, with the exception of the fund of $2,000, which he retained as a provision for testator’s widow, and which sum is the subject of this controversy. The widow, Ellen Godshalk, died on September 16, 1894, in Pennsylvania, where she had resided for some years, and one Akey was appointed administrator of her estate, at Centerville, St. Joseph county, Mich., on December 28, 1894, and demanded from the complainant the payment of said sum of $2,000 as an asset of Ellen Godshalk’s estate. The question turns upon a construction of the will of Jacob Godshalk, of which the first is the important clause. It is as follows:

“First. I give and bequeath to my wife, Ellen Godshalk, the sum of two thousand dollars, the interest on said sum of two thousand dollars, at the rate of seven per cent., to be paid to her annually each year during her natural life; and in case the said sum of one hundred and forty dollars per year shall not be sufficient for her comfortable support and maintenance, or if, in case of sickness or feebleness of health, she shall need any more than the interest on said sum of two thousand dollars, then she shall use so much from the principal thereof as is [352]*352necessary for her support and maintenance, and the payment of her needed medical attendance and funeral expenses. I further give and bequeath to my said wife, Ellen, so much of the household furniture as she may need, to be selected by her, not exceeding the value of one hundred and fifty dollars.”

The bill alleges the retention and investment of the fund of $2,000 by complainant, and annual payment of $110 to Ellen Godshalk, and avers that, by the death of Ellen Godshalk, it became his duty to close up the estate of Jacob Godshalk, and distribute the amount that should remain, after the payment of proper charges and expenses, including his own compensation for services in and about the trust. It also states the demand and claim made by the defendant, and prays a construction of the will, and a determination of the complainant’s compensation.

The answer of the defendant leaves the complainant to his proofs as to most of the matters stated in the bill, but asserts that there was no limitation upon the bequest of $2,000 to Ellen Godshalk, and that the sum now belongs to her estate; that such sum constitutes her entire estate; that for several years before her death she was old and feeble, and was cared for by her son, who, at the time of filing said answer, had a claim before a court in Pennsylvania, for his services, exceeding in amount this fund; and that such son is not the only heir of Ellen Godshalk. The answer prays a decree that the fund be paid to the defendant, for distribution as the law directs.

Very little testimony appears to have been taken, the oral testimony being summed up in the following:

“ Josiah Godshalk was sworn as a witness for complainant in said cause, and, being examined in open court, gave evidence tending to show that no request or demand was at any time made by Ellen Godshalk, or by any one on her behalf, in her lifetime, on him, as executor and trustee of said fund of $2,000, for any part of the principal of the same, to be used in her support and maintenance, or for any purpose; and also evidence tending [353]*353to show the presentation to him, as executor of the estate of Jacob Godshalk, after the death of said Ellen Godshalk, by Andrew A. Bruch, a son of said Ellen Godshalk, of the account following, marked ‘ Exhibit A,’ and the modified statement of said account, marked ‘ Exhibit B;’ such evidence being introduced for the purpose of showing how said bequest was treated by Ellen Godshalk in her lifetime, and by Andrew A. Bruch, a son of said Ellen Godshalk, and one of the heirs of her estate, after her ■death.”

The circuit court sustained the complainant’s contention •as to the construction of the will, viz.:

‘ ‘ That the true intent and meaning of said testator, as ■expressed in said will, was to vest, and in legal effect vested, the title to the residue of said fund, that remained upon the death of Ellen Godshalk, in the residuary legatees named in the fourth clause of the will of •Jacob Godshalk, aforesaid; and the same passed, as residue of his estate, under said residuary clause, and to the persons therein named, subject only to the limitations •and restrictions of said fourth clause.”

It was also found that—

“Upon the argument of said cause, no question was raised or submitted, under the pleadings and proofs, as ;to the right of any person or persons to any portion of .said fund on account of care and expense attending the last sickness or funeral of said Ellen Godshalk; such questions •being expressly waived in this proceeding, as not being raised by the pleadings and proofs, the sole purpose of '.the same being a construction, as heretofore found.”

The following order was made as to compensation and ■costs, viz.:

“I further find, and it is ordered, adjudged, and ■decreed, that complainant is entitled to compensation out ■of said fund for his care and management of the same, and, upon consideration of the premises, hereby fix such ■compensation, up to the date of this decree, at the sum of ■one hundred and seventy-five dollars, and that said fund is also chargeable with complainant’s solicitor’s fees, ¡and .the costs and expenses of this proceeding, and of [354]*354all such further proceedings as may be had or taken to secure a final legal distribution of said fund.”

And it was ordered:

“That the foregoing stand as the true construction of said will, and that said fund be distributed in accordance therewith. And it is further ordered, adjudged, and decreed that complainant pay the register’s fees in this cause, to be taxed, and that the amount thereof, together with the amount herein fixed as his compensation, and such sums as may be required for reasonable solicitor’s fees, and for costs and expenses attending this proceeding and the final distribution of said fund, and his discharge from the trust relating thereto, shall be allowed to him, as having been legally paid out of said fund.”

Under the uniform decisions in this State, we must look for the intent of the testator. The clause in question convinces us that Jacob Godshalk intended that the sum of $2,000 should be so used as to be made productive, and, if feasible, maintained without diminution, if consistent with the comfortable support and maintenance of his widow, in sickness or in health. It is manifest that he intended some one besides the widow to have the custody of the fund, for he provided for payment of the interest to her. Under the will, there is no opportunity for saying that any one but the executor should perform . that duty.

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Cite This Page — Counsel Stack

Bluebook (online)
67 N.W. 336, 109 Mich. 350, 1896 Mich. LEXIS 858, Counsel Stack Legal Research, https://law.counselstack.com/opinion/godshalk-v-akey-mich-1896.