Johnson v. Atchinson

106 N.W.2d 748, 362 Mich. 296
CourtMichigan Supreme Court
DecidedJanuary 9, 1961
DocketDocket 58, Calendar 48,409
StatusPublished
Cited by6 cases

This text of 106 N.W.2d 748 (Johnson v. Atchinson) 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
Johnson v. Atchinson, 106 N.W.2d 748, 362 Mich. 296 (Mich. 1961).

Opinion

Souris, J.

Oscar Huston died in 1904. By will, duly admitted to probate, he devised land:

■“To my son Arthur O. Huston * * * to be held used and enjoyed by him the said Arthur 0. Huston for his use benefit and profit for during and to the end of his natural life to be fully determined and ended upon his decease and upon the death of said Arthur 0. Huston I give and devise the same to the nearest of ldn to him the said Arthur 0. Huston surviving him.”

We are called upon in this appeal to construe the foregoing language. Speaking in general terms, we are asked to determine whether the remainder after the life estate goes to the life tenant’s nearest of kin determined as of the time of his death or as of the time of testator’s death. Put another way, as it is by plaintiff, we are asked to determine that the remainder “vested” upon testator’s death. What plaintiff really urges upon us is that the remainder vested absolutely at the testator’s death. On the other hand, defendants ask us to determine that the remainder did not vest until the life tenant’s death. They claim that the remainder was a gift to a class the members of which could not be determined until the death of the life tenant.

Specifically, the factual background of this dispute is that at the time of Oscar Huston’s death, his son Arthur had one child, Ivah, who was then about 4 years old. In 1911, defendant Naomi was born to Arthur and his wife. Arthur’s first born daugther Ivah died in 1925, leaving as her heirs her son, plaintiff Lee Johnson, and another son who has since died. Arthur died in 1954 leaving his daughter Naomi sur *298 viving him. The contest is between Ivah’s surviving-son Lee Johnson who claims that an indefeasible remainder vested in his mother Ivah, as Arthur’s nearest of kin at Oscar’s death, and Naomi, Arthur’s surviving daughter born after Oscar’s death, who claims that the remainder vested upon Arthur’s death solely in her as his surviving nearest of kin.

The chancellor, relying upon Sturgis v. Sturgis, 242 Mich 52, held that the remainder vested in Ivah upon the death of the testator subject to no conditions-precedent or subsequent. To reach this conclusion,, the testamentary words “to the nearest of kin to him the said Arthur O. Huston surviving him” were construed (as was done in Sturgis v. Sturgis) to mean “ to Arthur’s nearest of kin surviving the testator.’r Certainly this construction of testamentary language-is not much more extreme * than that adopted by this Court in Sturgis v. Sturgis. Because of the reliance-placed upon the opinion in that case by the chancellor and by plaintiff on appeal, we deem it appropriate to review it and the antecedent decisions of this Court upon which it is based.

Sturgis died in 1872, devising lands to a son for life- “and to descend to his male children, if any shall survive him, if not, then to his female children.” Mr. Justice McDonald, writing for the Court, acknowledged there was much force in the contention that the-testator intended that only the life tenant’s sons living at the life tenant’s death should share in the estate, but said that such was not the “construction”' adopted in this State and held that the remainder “immediately vested” in the life tenant’s sons living-at the testator’s death, citing and relying upon Porter v. Porter, 50 Mich 456 and In re Patterson’s Estate, 227 Mich 486.

*299 In Porter v. Porter, supra, testator devised a life estate to his wife and the remainder “to be divided equally between my surviving children”. In re Patterson’s Estate, supra, involved a devise of a life estate to testator’s wife and at her death “the remainder over unto the surviving children, the issue-of myself and my said wife.” In both cases, this Court found the meaning of the word “surviving”' ambiguous. Did the testator mean to limit the devise only to those of his children who survived the life tenant or did he mean that all of his children who survived him should share in the bounty % In neither will did the Court find a sufficiently clear indication of the testator’s intent to permit decision without reference to technical rules of construction, some of which have been so long followed in this State that it is said they have become established rules of property and should not be disregarded. * The important point here is that the language used by the testators reasonably could be interpreted in a variety of ways-so that it was impossible to determine with any degree of certainty what the testators intended by the-language they used. It is only in such circumstance' this Court is entitled propei’ly to go beyond the 4 corners of the testamentary instrument and to apply technical rules of construction for the purpose of determining the testator’s intent.

Mr. Justice Fellows put it this way in In re Blodgett’s Estate, 197 Mich 455, 461, 462:

“It is a cardinal canon, a predominating rule in the construction of wills, that the intent of the testator-must govern, unless it contravenes fixed rules of law. If the intent of the testator is expressed in clear and unambiguous language, there is no occasion for the-application of technical rules of construction. Such rules should be applied, and applied only, to aid in *300 arriving at that intent. The intent of the testator was fittingly styled by Lord Coke ‘the polar star to guide judges in their determination.’ Chancellor Kent said:
“ ‘The intention of the testator is the first and great object of inquiry; and to this object technical rules are, to a certain extent, made subservient.’ 4 Kent’s Commentaries (14th ed), p 534.
“Chief Justice Marshall, in the case of Smith v. Bell, 6 Pet (31 US) 68, 75 (8L ed 322), said:
“ ‘The first and great rule in the exposition of wills, to which all other rules must bend, is, that the intention of the testator expressed in his will shall prevail, provided it be consistent with the rules of law.’
“If the intent of the testator is obscure, the language ambiguous, resort must be had to the well-understood rules applicable to the construction of wills for the purpose of arriving at the ultimate object of the inquiry, viz., the intention of the testator, the solution of the question: What was his willl
& 'X
“To restate what we have already said, rules of construction of wills are to be used to aid in determining the intent of the testator, but not to obscure it, and must yield where by clear and unambiguous language that intent appears and has been expressed beyond question and beyond cavil.”

Ample ambiguity existed in the Porter and Patterson

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Estate of Halpern v. Commissioner
1995 T.C. Memo. 352 (U.S. Tax Court, 1995)
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Bluebook (online)
106 N.W.2d 748, 362 Mich. 296, Counsel Stack Legal Research, https://law.counselstack.com/opinion/johnson-v-atchinson-mich-1961.