In Re Bem Estate

637 N.W.2d 506, 247 Mich. App. 427
CourtMichigan Court of Appeals
DecidedDecember 12, 2001
DocketDocket 221549
StatusPublished
Cited by21 cases

This text of 637 N.W.2d 506 (In Re Bem Estate) is published on Counsel Stack Legal Research, covering Michigan Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Bem Estate, 637 N.W.2d 506, 247 Mich. App. 427 (Mich. Ct. App. 2001).

Opinion

Per Curiam.

Will contestant Rosemarie Bern appeals as of right the probate court’s order admitting her father’s holographic will. We affirm.

I. BASIC FACTS AND PROCEDURAL HISTORY

On August 15, 1991, Joseph R. Bern, the testator, drafted a two-page will in his own handwriting. 1 Mr. Bern began the will by noting the date and stating, “Being of good health and right mind I write this just in case something should happen to me on the projected trip to Louisville, Kentucky for the Amvets National Convention (5:45 AM Aug. 16 to 10:PM [sic] Aug. 17, 1991).” Mr. Bern appointed his son, will proponent John A. Bern, as his personal representative, charging him to take care of all his “personal, financial and spiritual arrangements.” Mr. Bern then proceeded to forgive a loan to his daughter, Mary Lou Ziarko, and list by number specific gifts of money and other personal property to family members, including a $1,000 devise to his other daughter, Rosemarie Bern. The will continued to enumerate these gifts on the top of the second page and ended approximately one-third of the way down the second page, stating, “Fourteenth = There are many more requests but for now this is all I desire to have done.” In the middle of the page, at the end of all the text he had written on August 15, Mr. Bern signed his name. He wrote the date August 15, 1991, for a second time in the will, just under his signature.

*431 Though this was the natural end to the holographic will, Mr. Bem subsequently added nine additional lines of text by hand just under this signature and date block. The first line states, “The trip to Louisville, KY was OK. (JRBem.) Aug 17, 1991[.]” A dash and what appears to be a notation of “10-30-” immediately follows this date, with “PM” written directly beneath the “30” because of the lack of space at the end of the line. The second line notes, “Next trip is to Post 45 Buffalo N.Y. Oct 19, 1991[,]” and appears grouped with the third line, which reads, “All Conditions remain the same as written” and ends “Aug 18, 1991 * JRBem.” The fourth and fifth lines add new devises, stating, “Extra = Three Sisters = Bernice Burchart + Rose Brent + Genevieve Drew shall receive the sum of 1000 00 each. * J R Bem[.]” The fourth line breaks and the fifth line starts between “Genevieve” and “Drew.” The date “10-17-91” appears squeezed under Mr. Bern’s signature at the end of the fifth line because there is no additional room to write after the signature. The remaining four lines refer to other trips Mr. Bem took or planned to take:

Buffalo Trip Completed OK. All Conditions Remain the Same. Nov. 14. 1991
JRB.
To HAWAII Dec 5, 1991 All conditions Remain the Same. JRBem Dec 4 1991
To Las Vegas OK 1992 JRB
To Tennessee Oct 23-4-5-6-1992

After Mr. Bern’s death, John Bem commenced probate proceedings. However, Rosemarie Bem, who would presumably take less under the will than if the probate court were to decide that the will was invalid and that her father had died intestate, decided to con *432 test the will’s validity. She claimed that the portion of the holographic will dated August 15, 1991, did not comply with MCL 700.123 because Mr. Bern had not signed and dated the document at the “end of the will” as required in the statute. Rosemarie Bern contended that the codicil adding the devises to Mr. Bern’s sisters required Mr. Bern to republish the will in full. However, he had failed to do so because the signature on the fifth additional line should be read as if appearing elsewhere in the will and, therefore, he had omitted his signature following this codicil. She also argued that the will was conditioned on her father’s death during the enumerated trips and, because he had not died on any of the trips, the condition precedent had not occurred to make the will effective.

The probate court, however, rejected each of these arguments. The probate court ruled that Mr. Bern had signed the August 15 will at the natural end, and that his codicil was valid because it was signed and dated. Further, the reference to Mr. Bern’s trip to Louisville in the first line of the will did not make the document conditional or contingent; rather, according to the court, it was a statement of the motivating force behind Mr. Bern’s decision to write a will. On appeal, Rosemarie Bern reiterates her original arguments.

H. STANDARD OF REVIEW

When it is unnecessary to consider extrinsic evidence to interpret a will, as is almost always the case, 2 a probate court’s findings are not factual in *433 nature. Rather, as when interpreting a contract, 3 the probate court, in restricting its analysis to the language of the will, engages in an inquiry to determine the legal effect of the words used. The legal effect of the language in the will ultimately determines how the personal representative must distribute the assets of the testator’s estate. 4 Thus, though we would accord the probate court in this case due deference and apply a clear error standard of review to any issues requiring factfinding, 5 we review de novo the language used in Mr. Bern’s will because its meaning presents a question of law. 6 This de novo standard of review is also appropriate in this case because the probate court decided whether the will is valid in the context of Rosemarie Bern’s motion for summary disposition 7 and because, for the first issue in this appeal, we must interpret and apply the holographic will statute in the Revised Probate Code. 8

m. CONSTRUCTION

The issues Rosemarie Bem raises in this appeal require us to engage in two types of construction: statutory construction and construction of the will. Because we use the principles of construction *434 throughout this opinion, we think it provident to outline them at the outset.

This Court, in Guardian Industries Corp v Dep’t of Treasury, 9 expressed the fundamental rules of statutory construction well when it wrote:

The primary goal of statutory interpretation is to give effect to the intent of the Legislature. This determination is accomplished by reviewing the plain language of the statute itself. If the statutory language is unambiguous, it is presumed that the Legislature intended the clearly expressed meaning, and judicial construction is neither required nor permitted. If the statutory language is ambiguous, only then may we look outside the statute to ascertain the Legislature’s intent.

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

Related

In Re Elizabeth L Vogt Living Trust
Michigan Court of Appeals, 2023
In Re Raymond J Rech Living Trust
Michigan Court of Appeals, 2022
in Re Horton Estate
Michigan Court of Appeals, 2018
Guardianship & Alternatives, Inc. v. Jones (In re Horton)
925 N.W.2d 207 (Michigan Court of Appeals, 2018)
in Re Menhennick Family Trust
Michigan Court of Appeals, 2018
in Re Zielske Estate
Michigan Court of Appeals, 2016
in Re Hamady Trust
Michigan Court of Appeals, 2015
Madeleine DeClercq v. JPMorgan Chase Bank, N.A.
618 F. App'x 834 (Sixth Circuit, 2015)
in Re John D Dospoy Revocable Living Trust
Michigan Court of Appeals, 2015
In re Theodora Nickels Herbert Trust
844 N.W.2d 163 (Michigan Court of Appeals, 2013)
United States v. Four Hundred Seventy Seven (477) Firearms
698 F. Supp. 2d 894 (E.D. Michigan, 2010)
In Re RAYMOND ESTATE
764 N.W.2d 1 (Michigan Supreme Court, 2009)
In Re REISMAN ESTATE
702 N.W.2d 658 (Michigan Court of Appeals, 2005)
Sorkowitz v. Lakritz, Wissbrun & Associates, PC
683 N.W.2d 210 (Michigan Court of Appeals, 2004)
Vukmir v. Vukmir
74 P.3d 918 (Alaska Supreme Court, 2003)

Cite This Page — Counsel Stack

Bluebook (online)
637 N.W.2d 506, 247 Mich. App. 427, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-bem-estate-michctapp-2001.