In Re Halmaghi Estate

457 N.W.2d 356, 184 Mich. App. 263
CourtMichigan Court of Appeals
DecidedJune 18, 1990
DocketDocket 112771
StatusPublished
Cited by2 cases

This text of 457 N.W.2d 356 (In Re Halmaghi 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 Halmaghi Estate, 457 N.W.2d 356, 184 Mich. App. 263 (Mich. Ct. App. 1990).

Opinion

Michael J. Kelly, J.

On May 14, 1986, Viorel Halmaghi and Elena Pintilie signed a "Marriage Contract” in the presence of Sara Zink, an interpreter, and Manfred Geberth, a notary, in Stuttgart-Bad Cannstatt, West Germany. Viorel and Elena married two days later and very shortly thereafter came to reside in Dearborn, Wayne *265 County, Michigan. Viorel, the husband, died June 30, 1987, whereupon Elena filed a petition for probate in the Wayne County Probate Court. Appellants, decedent’s two children by a prior marriage, petitioned the probate court for removal of Elena as fiduciary, contending that the "Marriage Contract” was an effective antenuptial agreement by which Elena waived all rights in the property and estate of decedent and, accordingly, she could not be an interested party as defined in §7(3) of the Michigan Revised Probate Code, MCL 700.7(3); MSA 27.5007(3). The probate court tested the validity of the Marriage Contract/antenuptial agreement under Michigan law in accordance with the factors announced in In re Benker Estate, 416 Mich 681; 331 NW2d 193 (1982), and found the agreement invalid "because it did not meet theo standards of full and fair disclosure between the husband and wife.” We affirm.

There is no uncertainty as to what law to apply. Neither party argues on appeal that West German law governs this marriage contract, nor was the issue pled or proven by either party before the probate court. In any event, conflict of laws questions not raised below are waived on appeal. Dunn Road Machinery Co v Charlevoix Abstract & Engineering Co, 247 Mich 398, 403; 225 NW 592 (1929); Waldron v Drury’s Van Lines, Inc, 1 Mich App 601, 607; 137 NW2d 743 (1965).

The children claim the probate court erred. They urge that the marriage contract/antenuptial agreement was valid because (1) it expressly states that the parties have been informed about the legal implications of separation of property with regard to the law of succession, (2) it expressly indicates that the signators agreed that any assets belonging to either spouse shall remain the property of the spouse in whose name they were is *266 sued, and (3) it contained a full disclosure of the deceased husband’s assets.

The widow contests these allegations, claiming that she was told only that the instrument was to be effective only in the event of divorce and that she was not informed of the contents by the interpreter.

The children urge that the probate court misinterpreted In re Benker Estate, supra, because the burden of invalidating the antenuptial agreement was not carried by the widow. However, we find that this record supports the probate court’s finding that the widow was not informed of her rights pursuant to MCL 700.291; MSA 27.5291:

The rights of the surviving spouse to an estate or to dower under sections 1 to 29 of chapter 66 of the Revised Statutes of 1846, as amended, being sections 558.1 to 558.29 of the Michigan Compiled Laws [MSA 26.221-26.245], homestead allowance, election, exempt property, and family allowance, and the right to remain in the dwelling house of the decedent as provided in section 288 or any of them, may be waived, wholly or partially, before or after marriage, by a written contract, agreement, or waiver signed by the party waiving after fair disclosure. [Emphasis added.]

There was no disclosure of any of the above rights and the trial court was correct in determining that without disclosure there could be no knowing waiver. We interpret the disclosure rules enunciated in In re Benker Estate to encompass more than merely the physical assets:

In order for an antenuptial agreement to be valid, it must be fair, equitable, and reasonable in view of the surrounding facts and circumstances. It must be entered into voluntarily by both par *267 ties, with each understanding his or her rights and the extent of the waiver of such rights. [In re Benker Estate, supra at 689.]

Compare Sumpter v Kosinski, 165 Mich App 784, 802-806; 419 NW2d 463 (1988), lv den 430 Mich 887 (1988).

Although the burden of proof of nondisclosure is on the party seeking to invalidate the antenuptial agreement, the Benker Court also held that "there will be instances where there is sufficient evidence to raise a rebuttable presumption of non-disclosure.” Id. at 692. This presumption is raised not merely on the basis of a disproportionately small allowance for the wife, but rather:

[T]he presumption is properly invoked when the facts are, in general, as follows. One, the antenuptial agreement provides for a complete waiver of all rights of inheritance and rights of election by the widow and does not make any provision for her upon her husband’s death. Two, the husband’s estate is very ample in comparison to the wife’s. Three, the decedent was shown to be rather secretive about his financial affairs, lived very modestly, and gave no outward appearance of his wealth. Four, the agreement makes no reference whatsoever, in general or specific terms, to whether the parties had been fully informed of the property interests held by each other. Five, the widow was not represented by independent counsel. Six, the attorney who drafted the subject agreement testified in a deposition as to his normal procedure in such a matter and stated that he normally would discuss the assets of the parties, but that he did not press the full disclosure matter. Seven, the scrivener testified that he was not concerned with what the widow would get. These factors support the trial judge’s decision to invoke the presumption of non-disclosure. [In re Benker Estate, supra at 692-693.]

*268 Here, the probate court applied the above factors to the contract at issue and found as fact:

1. The agreement provides for a complete waiver of all rights of inheritance and rights of election by the widow and does not make any provision for her upon her husband’s death. The document states:
"[W]e wish to state that all and any assets and claims belonging to either spouse shall remain the property of the spouse in whose name such assets and/or claims were issued.”
The agreement also states: "A pension rights adjustment is not excluded.”
There is no indication whether divorce or death of the parties is contemplated, and no provision is made for the widow upon her husband’s death.
2. The husband’s estate is very ample in comparison with the wife’s.
Although both parties claim "We do not wish to set up a list of assets,” the very next paragraph lists several assets of the husband:
1. A home in Dearborn, Michigan
2. An account of $30,000 in the U.S.
3. Four Daimler-Benz passenger cars in the U.S.
4.

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Bluebook (online)
457 N.W.2d 356, 184 Mich. App. 263, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-halmaghi-estate-michctapp-1990.