In Re Kilpatrick's Estate

28 N.W.2d 286, 318 Mich. 445
CourtMichigan Supreme Court
DecidedJune 27, 1947
DocketDocket No. 29, Calendar No. 43,586.
StatusPublished

This text of 28 N.W.2d 286 (In Re Kilpatrick's Estate) 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
In Re Kilpatrick's Estate, 28 N.W.2d 286, 318 Mich. 445 (Mich. 1947).

Opinion

North, J.

Bessie S. Kilpatrick is a sister of William H. Kilpatrick, deceased. His will, which 'was probated in the Wayne county probate court, contained a trust provision involving a substantial portion of his estate. This sister, claiming to be a beneficiary in her brother’s testamentary trust, filed a petition in the Wayne county probate court for a “final judicial settlement of trust estate.” The relief sought was denied, and on appeal to the circuit court a like result followed. Decision below in effect was that his sister had no beneficial interest in William H. Kilpatrick’s testamentary trust. She has appealed to this -Court.

The outcome of this litigation turns-on the construction to' be given to the William H. Kilpatrick will and, also, to the will of his widow by whom he was survived for approximately eight years. After máking certain specific bequests William H. Kilpatrick made the following provisions in his will.

*447 “V. I give, devise and bequeath all of the rest, residue and remainder of my property and estate * * * to my wife, Eugean S. Kilpatrick, and Detroit Trust Company, a Michigan corporation of Detroit, Michigan, to take, have, hold and dispose of, under and in pursuance hereof, in trust, nevertheless, for the uses and purposes herein stated, and no.other, that is to say:
“1. The trustees shall pay to my wife, Eugean S. Kilpatrick, the entire net income from the trust property and estate in approximately equal monthly instalments during her entire lifetime; and in addition thereto the trustees shall assign, transfer, convey and pay over to her such part of the principal of the trust estate as she may from time to time request in writing. * *
“2. I give, devise and bequeath to my wife, Eugean S. Kilpatrick, the right and power to dispose of by her last will and testament, all of the rest, residue and remainder of the trust property and estate. A general residuary clause in her will shall not be deemed to be an exercise of said power of appointment, and my wife shall be deemed not to have exercised said power of appointment if 2 years shall elapse after the time of her death without the corporate trustee having actual knowledge that she has made a will which has been presented for probate to some court of competent jurisdiction and which purports to exercise said power of appointment.”

The next paragraph of William H. Kilpatrick’s will in substance provided that if Eugean S. Kilpatrick “shall not have legally disposed of ail of the rest, residue and remainder of the trust property and estate by her last will and testament” the' corporate trustee shall assign and transfer one-half “of all of’ the rest, residue and remainder of the’ trust property and estate to the heirs at law” of his wife who shall take “as though she had died intes *448 tate, and all-of the rest, residue, and remainder of the trust property and estate to my (his) sister, Bessie S.- Kilpatrick.”

Subsequent to the probation of "William H. Kilpatrick’s will and approximately eight years, after ■his death Eugean S. Kilpatrick died testate. Her will was received for probate in the Wayne county probate court. -Following some preliminary provisions in her will Mrs. Kilpatrick provided for five special bequests from .her own estate; thereafter her will beginning with paragraph 5 contains the following:

“5. By the last will and testament of my husband, William H. Kilpatrick, dated January 29, 1932, the right and power was lodged with me to dispose by last will and testament of all of the rest, residue and remainder of. the trust property and estate as the same were constituted by said last will and testament of my husband. The within will constitutes the exercise of the power of appointment lodged with me by said last will and testament of my husband.
“6. I give and bequeath to Detroit Orthopedic Clinic, a Michigan corporation, for its general purposes, the sum of $5,000.
“7. I make the following cash bequests from the trust estate of my husband, upon the condition, in each instance, that the bequest shall be effective if and only if the legatees named shall survive me. ’ ’

Hnder the above paragraph the testatrix provided for six specific bequests totalling $6,400, the first of these being $5,000 to Bessie S. Kilpatrick. Thereafter the will proceeds as follows:

“8. All the rest, residue and remainder of the trust property and estate as to which I have the’ power of appointment under the last will of my husband, William H. Kilpatrick, I give, devise and *449 bequeath in equal shares to such of my nieces, (naming 13 nieces) as shall survive me.”

In the next paragraph of her will Mrs. Kilpatrick disposed of “All of the rest, residue and remainder” of her own estate (as distinguished from the trust property) in equal shares to such of her 13 nieces named in paragraph 8 of her will as should survive the testatrix.

Determination of this litigation hinges on the sole question of whether or not the manner in which Mrs. Kilpatrick made a testamentary disposition of the property which at the time of her death constituted the corpus of the testamentary trust created by the will of William EL Kilpatrick was in compliance with the power granted her by his will. The specific claim of appellant is that Mrs. Kilpatrick did not exercise the power of appointment in compliance with her husband’s will wherein it provided: “A general residuary clause in her will shall not be deemed to be an exercise of said power of appointment,” but instead in attempting to exercise the power of appointment Mrs. Kilpatrick resorted to the use of a general residuary clause.

The court’s duty is to ascertain and render effective the intent and the purpose sought to be accomplished by William H. Kilpatrick when he included in his will the provision just above quoted. Our consideration of this case brings the conclusion that by that provision he sought to provide against a thoughtless .or inadequately considered final disposition of the portion of his estate to which the power of appointment applied. Or perchance the testator had been advised that there was some question as to whether it was legally possible to exercise such a power of appointment by a general residuary clause (See In re Proestler’s Will, 232 Iowa, 640 (5 N. W, [2d] 922); 3 Restatement of Law of Prop *450 erty, p. 1913), and sought to avoid that hazard by including in his will the provision under consideration.

There can be no question from the record before us but that Mrs. Kilpatrick by the terms of her will sought to fully comply with the requirements of her husband’s will. In paragraph 5 of her will she ■spoke as follows: “The within will'constitutes the exercise of the power of appointment lodged with me by said last will and testament of my husband.

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Bluebook (online)
28 N.W.2d 286, 318 Mich. 445, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-kilpatricks-estate-mich-1947.