Nageli v. McMorris

163 Mich. 353
Michigan Supreme Court·Decided November 11, 1910·No. Docket No. 12·Published·Cited by 20 cases

Opinion

Brooke, J.

The only question involved in this pro[355] ceeding is the proper construction to be given to the will of the deceased. That will is as follows:

“I, Caspar Moor, of West Bay City, in Bay county, State of Michigan, of the age of forty-seven years, and being of sound and disposing mind and memory, do ordain, publish and declare this as and for my last will and testament in the manner following, that is to say:
“There being no issue from the matrimony with my wife, Magdalena Moor, née Zybach, I hereby give and bequeath to her all my personal property of what kind and nature soever, with the restriction, however, that so far as such personal property consists of moneys, notes, mortgages, bonds or similar valuables, she shall only have the use and interest of the same during the time of her life, and that after her death such property shall be equally divided among my brothers and sisters or their heirs, if any of my brothers and sisters should have departed this life before the death of my said wife.
“ I further give and devise all my real estate to my said wife under the same restriction and condition as herein-before mentioned, and although my said wife shall have the right to dispose of the real estate hereby devised to her, I confidently expect that she will carefully and prudently save and invest the proceeds realized from the sales of such real estate for the benefit of my brothers and sisters and their heirs, as the case may be.
“And I hereby appoint my said wife executrix of this my last will and testament.
“In witness whereof, I have signed and sealed these presents and declared the same as and for my last will and testament, at Bay City, in the county of Bay and State of Michigan, this nineteenth day of June, A. D. 1879.
“Caspar Moor. [L. S.]
“ The above instrument, consisting of one-half sheet, was at the date thereof, by the said testator, Caspar Moor, signed and sealed and published and declared as and for his last will and testament, and we, the undersigned, have subscribed our names thereto as attesting witnesses, in the presence of the said testator, and of each other, the day and year hereinbefore mentioned.
“Harvey Gilbert,
“F. Simon,
“E. Anneke.
“Residing in Bay City, Bay County, Michigan.”

[356] By the terms of the order, made by the court below, it was determined that under this instrument Magdalena Moor took a life estate only in the real estate and in that portion of the personal estate covered by the restriction. It is urged on behalf of appellant that a proper construction of the language used by the testator would result in a holding that Mrs. Moor took an absolute title in fee simple to all the property mentioned in the will.

We think it should be said at the outset that rarely, if ever, has a will been presented to this court for construction where the intention of the testator may be so clearly and certainly determined by an examination of the language used. At the time the will was executed, the testator was engaged in two lines of commercial endeavor. He had a meat market, and was a commercial fisherman. In both lines of business, certain personal property was employed. This property, and all his other personal property, except “moneys, notes, mortgages, bonds or similar-valuables,” by the terms of the will was given to the wife absolutely. Touching these excepted items, the will declares that “ she shall only have the use and interest of the same during the time of her life.” The will then further provides “that after her death such property shall be equally divided among my brothers and sisters or their heirs.”

We next consider the clause dealing with the real estate. This we find is given and devised to the wife “under the same restriction and condition as hereinbefore mentioned.” That the restriction here mentioned refers to the one contained in the earlier paragraph of the will relating to certain personal property is not even questioned. This language, and this alone, is the source of Mrs. Moor’s interest in the real estate. The concluding portion of the paragraph, in which she is clothed with the power of disposition, cannot possibly be construed to enlarge that interest, or to change it from a life estate to one in fee. While she is not commanded, she is confidently expected, to “carefully and prudently save and invest the [357] proceeds realized from the sales of such real estate for the benefit of my brothers and sisters and their heirs, as the case may be.” Her failure to comply with this injunction would not relieve her estate from the necessity of accounting to the brothers and sisters of the testator for the proceeds of such sales. By the terms of the devise she was given the use of the real estate for life only. The testator expected that she would prudently save and invest the proceeds of any sales she might make. Whether she did as he expected or not, her interest in the real estate was not by this language enlarged.

Where the language of the will is plain and unambiguous, as we find it to be in this case, it is elementary that the intention of the testator must be gathered from its terms. Testimony of the condition of the parties and of alleged declarations of the testator, made subsequent to the execution of the will, as to his intention, was offered in the court below. Such testimony cannot be considered, when it is possible to determine, from the words used, the true intention of the testator. Kinney v. Kinney, 34 Mich. 250; Tuxbury v. French, 41 Mich. 7 (1 N. W. 904); Toms v. Williams, 41 Mich. 552 (2 N. W. 814); Waldron v. Waldron, 45 Mich. 350 (7 N. W. 894); Wales v. Templeton, 83 Mich. 177 (47 N. W. 238); Wheeler v. Wood, 104 Mich. 414 (62 N. W. 577); Sondheim v. Fechenbach, 137 Mich. 384 (100 N. W. 586).

Appellant contends that this case is controlled by Jones v. Jones, 25 Mich. 401, Dills v. La Tour, 136 Mich. 243 (98 N. W. 1004), and cases of like character. In that line of cases the testator, after making an absolute devise, with full power of alienation and consumption, attempted to control the disposition of such uncertain portion of the devised estate as might remain after the death of the original devisee. The distinction between such cases and the one under consideration is clear and broad. Here there is no power granted to consume the corpus of the estate or any portion thereof; but the first taker’s interest is strictly limited to the use and interest thereof during her life.

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Nageli v. McMorris, 163 Mich. 353 (Mich. 1910).

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