Haack v. Burmeister

286 N.W. 666, 289 Mich. 418, 1939 Mich. LEXIS 631
CourtMichigan Supreme Court
DecidedJune 22, 1939
DocketDocket No. 46, Calendar No. 40,459.
StatusPublished
Cited by3 cases

This text of 286 N.W. 666 (Haack v. Burmeister) 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
Haack v. Burmeister, 286 N.W. 666, 289 Mich. 418, 1939 Mich. LEXIS 631 (Mich. 1939).

Opinion

North, J.

Plaintiff’s bill of complaint is for'specific performance, accounting, injunction and other equitable relief. The only tenable theory upon which relief was sought is that the defendant, Ella Burmeister, held certain real and personal property in trust for plaintiff and one Eula Burmeister, incident to which plaintiff asserts his right to specific performance, accounting, et cetera. Plaintiff was decreed relief of the character sought. In effect the decree so entered nullified the provisions of the will of Minnie J. Burmeister, deceased. Ella Burmeister both in her own right and as executrix of the estate of Minnie J. Burmeister has appealed.

Mrs. Minnie J. Burmeister died July 8, 1935¡. She was survived by her daughter, Ella Burmeister; Walter Haack, who was the son of a deceased daughter of Mrs. Burmeister; and also by Eula Burmeister, who was a daughter of a deceased son of Mrs. Burmeister. All of these survivors were of *420 full age. The deceased left as her estate her homestead in Sturgis with the fixtures and furniture therein, *two small summer cottages constructed on leased land near Sturgis, a lot of small value in Elkhart, Indiana, and a small amount of money. Mrs. Burmeister and her daughter, Ella, had occupied the lower story of the homestead property, but the upper portion was divided into two apartments which had been rented. On the 27th day of January, 1933, Mrs. Burmeister executed a will by which she bequeathed to the granddaughter, Eula, $25; to her grandson, Walter Haack, she gave one of the two summer cottages designated as “Hillcrest Cottage,” and also an undivided one-sixth interest in the homestead property in Sturgis. The residue of the estate was devised and bequeathed to the daughter, Ella Burmeister. It is admitted by Ella that sometime later, about Easter time of 1935, her mother told her that she, the mother, was dissatisfied with the will on account of the way she had treated the granddaughter, Eula. And at this time the mother said to Ella, “We must destroy the will. ’ ’ Thereafter Ella assumed that her mother had destroyed the will. The mother’s death occurred on July 8th, following this conversation. It is alleged by plaintiff that “a considerable time before her decease,” Mrs. Burmeister had a talk with him and her daughter Ella, the substance of which was that Mrs. Burmeister wished the daughter to continue in possession of her property and receive the income therefrom for such a length of time as was necessary to satisfy Mrs. Burmeister’s debts; and that thereafter, as soon as a favorable market condition existed for the sale of the property, it should be sold and the proceeds of her estate divided equally between the daughter, the grandson, and the grand *421 daughter. In this connection plaintiff alleges that Mrs. Burmeister “advised” him and the daughter Ella that, “in the event plaintiff and defendant Ella would be satisfied with an equal division thereof, that she would not make another will.” Plaintiff herein claims both he and Ella stated they would be satisfied with such a disposition of the estate. In her answer and testimony, Ella has denied that anything was said to her by her mother in the presence of plaintiff or that there was any understanding between the three that there should be an equal division of the estate as plaintiff has alleged or that Ella would be satisfied with such a disposition of the estate; but in her answer she does state:

“Further answering, these defendants say that said testatrix did say to her said daughter that she wanted her estate shared in equal thirds by said plaintiff and the defendants, Ella and Eula Burmeister, and advised that the place be held until it could be sold to advantage, and that said Ella should continue to conduct the dwelling as and for a rooming house as it had been conducted by testatrix, paying off her indebtedness from the income therefrom, and that after the funeral of testatrix this matter was so discussed by said plaintiff and the said defendants, Ella and Eula, but that it was not then known to said three that there was a will in existence.”

There is no dispute that immediately following the death of Mrs. Burmeister the daughter Ella and the grandson and the granddaughter had a conversation as to the desire of Mrs. Burmeister, being substantially as above outlined, and all three parties consented that such a plan should be carried out. But it must be borne in mind that, at the time of the conversation between these three parties, each of *422 them, as it is fairly to be inferred from this record, believed that Mrs. Burmeister had died intestate. In accordance with the plan contemplated, the daughter continued after Mrs. Burmeister’s death to occupy the homestead property for a period of approximately 10 months and to manage the estate property. During' at least a portion of this time plaintiff herein also occupied the homestead premises with Ella. Some differences arose between these two and on the 1st day of May, 1936, Walter Haacli filed a petition in the probate court of St. Joseph county for the administration of his grandmother’s estate. In this petition he stated on information and belief that the grandmother had died intestate, and he petitioned that one Elias Portman be appointed administrator of the estate.

About two months after her mother’s death, Ella discovered the will which her mother had previously executed. It was in a sealed envelope placed in the mother’s German Bible. While Ella was somewhat concerned about this discovery, she did nothing about it until unpleasantness developed between her and her nephew who was living in the homestead. At this time Ella took the sealed envelope containing the will to an attorney, who advised her to take it at once to the probate judge. This was done and thereupon Ella filed a petition for the probate of this will on the 4th day of May, 1936. The will was admitted to probate over the objections of plaintiff herein. His objections were:

1. That the will had been revoked, and,
2. That Ella Burmeister was estopped from claiming any right, title or interest in the estate of Minnie Burmeister by virtue of said purported will.

After the time had elapsed within which plaintiff herein might have appealed from the order allow *423 ing the will to probate and appointing Ella executrix, he petitioned the circuit court of St. Joseph county for leave to take a delayed appeal from the order entered in the probate court. This petition was filed December 4, 1936. It was denied by order of the circuit judge February 1, 1937. No appeal was taken from this order; but instead plaintiff filed the bill of complaint herein March 8, 1937.

The record before us discloses the following:

1. Mrs. Burmeister’s estate consisted primarily of real property. Appellant’s sworn petition to have the estate probated states on information and belief that the real estate was of the value of $5,900 or thereabout and the personal property of the value of $250 or thereabout. The inventory of the estate placed the value of the real estate at $2,800 and the personal property at $399.05.

2. Prior to the commencement of this suit it had been finally adjudicated that Mrs. Burmeister left a valid will and the same had been received for probate.

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Bluebook (online)
286 N.W. 666, 289 Mich. 418, 1939 Mich. LEXIS 631, Counsel Stack Legal Research, https://law.counselstack.com/opinion/haack-v-burmeister-mich-1939.