McLeod v. McLeod

112 N.W.2d 227, 365 Mich. 25, 1961 Mich. LEXIS 291
CourtMichigan Supreme Court
DecidedDecember 1, 1961
DocketDocket 24, Calendar 49,145
StatusPublished
Cited by10 cases

This text of 112 N.W.2d 227 (McLeod v. McLeod) 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
McLeod v. McLeod, 112 N.W.2d 227, 365 Mich. 25, 1961 Mich. LEXIS 291 (Mich. 1961).

Opinion

Carr, J.

The bill of complaint filed by plaintiff in this case asks a declaratory judgment with reference to a legal question that plaintiff desires to have answered by this Court. In substance the pleading avers that plaintiff’s father, Clarence J. McLeod, Sr., invested moneys belonging to the sole and separate estate of plaintiff’s mother, acquiring property in the joint names of himself and said mother, and creating tenancies by the entireties in real estate so acquired. Mrs. McLeod passed away on October 9, 1956, and defendant Manufacturers National Bank of Detroit is acting as administrator of her estate.

It is further alleged that following the death of Mrs. McLeod the situation with reference to the property interests in question was discovered, that some conferences were held with reference to a possible adjustment to avoid litigation, and that it was *28 agreed that the will of Mrs. McLeod should not be probated and that Clarence J. McLeod, Sr., would assign to his 4 children, in equal shares, his statutory interest in the intestate estate belonging to Mrs. McLeod at the time of her death. . It is also claimed that the agreement, which apparently was not reduced to writing, contemplated that Clarence J. McLeod, Sr., would bequeath the property to which he had succeeded in ownership as survivor of himself and his wife to said children, and that in the event of a remarriage by him he would by proper prenuptial agreement make it possible for him to carry out his undertakings.

The bill of complaint further avers that in reliance upon the oral agreement claimed plaintiff and the other 3 children of Clarence J. McLeod, Sr., refrained from starting any action for the recovery of property interests belonging to their mother, and that the father was allowed to continue in possession thereof, or of the equivalents of such interests, until the time of his death. On or about February 15, 1959, as it is claimed, the father married Mary Louise DeMarco, who survived him and is named as a defendant in the instant case. Shortly after such marriage Clarence J. McLeod, Sr., executed a will which, as plaintiff asserts, disregarded the verbal agreement into which the parties had entered and left a substantial part of his estate to his then wife who, following the death of the testator, was appointed a coexecutor of the estate with the defendant Manufacturers National Bank. Plaintiff was included with the individual defendants as a beneficiary under the will. The inventory filed indicates, as it is said, a gross estate of approximately $500,000.

The question on which plaintiff requests the judgment of this Court arises because of article 10 of the will of Clarence J. McLeod, Sr. Said article reads as follows:

*29 “As all of my children have been adequately provided for during my lifetime, by the estate of their deceased mother, Marie P. McLeod, I have reserved my right to devise and bequeath my estate as I see fit. For this reason, if any devisee, legatee or beneficiary under this will shall contest all or any part of its content, then such contesting devisee, legatee or beneficiary shall thereby forfeit all rights he or she may have thereunder, and I hereby revoke any devise, legacy or benefit herein provided for such contesting devisee, legatee or beneficiary, and I give, devise and .bequeath any such share or shares so forfeited to my remaining legatees and devisees in the same proportion in which they presently share in my estate.”

Plaintiff in his pleading indicates his position with reference to the alleged oral contract, and the expediency of instituting suit for its enforcement, in the following language:

“Plaintiff alleges that the institution of a proceeding by the filing of a bill of complaint has now become necessary for the specific performance of the said agreement of Clarence J. McLeod, Sr., as herein-before set forth, to preserve his rights, and the rights of those similarly situated, but in view of the terms of article 10 of said will of Clarence J. McLeod, Sr. —commonly known as a ‘terror’ clause, plaintiff does not know as a matter of law whether such a proceeding would be a ‘contest’ under said article 10, and unless he is able to obtain a declaration of rights from this court, such a proceeding could be perilous and hazardous and result in the loss of the relatively small portion bequeathed to him under said will.”

It thus appears that plaintiff is in effect asking this Court to declare whether or not, if he institutes the suit for specific performance that he has in mind and fails to accomplish the desired result, he will, in consequence, be precluded from taking prop *30 erty interests devised or bequeathed to him under the provisions of his father’s will. On behalf of the coexecutors of the estate of Clarence J. McLeod, Sr., and the widow in her individual capacity, motion 'was made to dismiss the bill of complaint on the theory that no proper foundation was averred therein for invoking the jurisdiction of the court under the provisions of the statute relating to declaratory judgments and decrees. The trial judge before whom the motion was heard concluded that the factual averments set forth in the pleading filed by plaintiff did not entitle him to the relief sought. In consequence, the motion was granted and the bill of complaint was dismissed. Prom the order entered plaintiff has appealed.

The statute * under which plaintiff instituted the present suit is entitled:

“An act to authorize courts of record to make binding declarations of rights.”

The first section thereof (CL 1948, § 691.501 [Stat Ann § 27.501]) reads as follows:

“No action or proceeding in any court of record shall be open to objection on the ground that a merely declaratory judgment, decree or order is sought thereby, and the court may, in cases of actual controversy, make binding declarations of rights whether any consequential relief is or could be claimed, or not, including the determination at the instance of anyone interested in the controversy, of the construction of any statute, municipal ordinance or other governmental regulation, or any deed, will or other instrument in writing, and a declaration of the rights of the parties interested, but the foregoing enumeration does not exclude other cases of actual controversy.”

*31 A prior statute providing for declaratory judgments and decrees, PA 1919, No 150, was held unconstitutional in Anway v. Grand Rapids R. Co., 211 Mich 592 (12 ALR 26). In the enactment of the present statute certain changes were made which eliminated, in part at least, the objections to the first act, and the validity of the present statute was sustained by this Court in Washington-Detroit Theatre Co. v. Moore, 249 Mich 673 (68 ALR 105). The opinion of the Court referred to the fact that similar statutes had been enacted in other States, and listed requirements for the exercise of jurisdiction thereunder as approved by other courts throughout the country. The listed requirements read as follows (pp 677, 678):

“1.

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Cite This Page — Counsel Stack

Bluebook (online)
112 N.W.2d 227, 365 Mich. 25, 1961 Mich. LEXIS 291, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcleod-v-mcleod-mich-1961.