Schondelmayer v. Schondelmayer

31 N.W.2d 721, 320 Mich. 565, 1948 Mich. LEXIS 597
CourtMichigan Supreme Court
DecidedApril 5, 1948
DocketDocket No. 22, Calendar No. 43,842.
StatusPublished
Cited by13 cases

This text of 31 N.W.2d 721 (Schondelmayer v. Schondelmayer) 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
Schondelmayer v. Schondelmayer, 31 N.W.2d 721, 320 Mich. 565, 1948 Mich. LEXIS 597 (Mich. 1948).

Opinion

*567 North, J.

Corna Schondelmayer, plaintiff, is the son of Cathrin Schondelmayer and her deceased husband, Charles Schondelmayer. The relief sought is specific performance by defendant of an alleged agreement between her and her husband to make a joint mutual will, and injunctive relief whereby defendant would be restrained from disposing of property in violation of the terms of the alleged joint mutual will. Defendant and her husband signed the alleged joint mutual will, and so far as appears on the face of the instrument it was executed with all requisite formalities. The trial court granted the 'injunctive relief sought after having first adjudged and decreed as follows:

“That on the 14th day of March, 1942, Charles Schondelmayer, now deceased, and the said defendant, Cathrin Schondelmayer, executed a joint and mutual will which contains an agreement therein for the executing of a joint and mutual will, and that said will was duly executed and witnessed, and the court now finds that said will is a valid will, and that on the death of Charles Schondelmayer, said will became irrevocable by the survivor, defendant in this cause, Cathrin Schondelmayer.”

The defendant appealed. Subsequent to her appeal to this Court Mrs. Cathrin Schondelmayer died, and the appeal is now being prosecuted by the administrator of her estate who has been substituted of record as defendant. Notwithstanding such substitution we herein refer to Mrs. Schondelmayer as defendant and appellant. <

Other than above noted, the following statement of the factual background of this litigation is sufficient for decision in the instant case. At the time of making the alleged joint mutual will the issue of the marriage of Charles and Cathrin Schondelmayer consisted of three adult sons. By the terms of the *568 testamentary instrument their son Conrad was to receive a designated farm subject to certain conditions ; a like provision as to another farm was made for their son Carner; and Corna, plaintiff herein, was to receive other designated real estate which included the home farm of Mr. and Mrs. Schondelmayer, and he was also to receive the balance of the estate of every description, subject however to the' provision in the will that: “The funeral expenses of the survivor, just debts, cost of markers and the expense of administration shall be paid out of his, Corna Schondelmayer, share of the estate.” The foregoing provisions of the will were made subject to ownership of all their property in the survivor of the testators. Title to the real property which the three sons were to receive was held jointly in entireties by Charles and Cathrin.

Subsequent to the execution of the testamentary instrument, the plaintiff herein and his wife moved onto the home farm of his parents. About a year later, February 11, 1945, Charles Schondelmayer died. Thereafter Cathrin continued to live on thq home farm with Corna and his family until Thanksgiving, 1946. She then went to live with her son Carner and was still living with him when this suit was heard in the trial court. Subsequent to Charles’ demise the testamentary instrument here in suit was read to the family. Later the instrument was received in\ probate court as the last will and testament of Charles Schondelmayer. However, the widow gave notice of her election to take under the statute * rather than under the will. Her election so to do was accepted and approved by the probate *569 court, but her right to so elect was challenged by Corna and that issue is still .pending on appeal to the circuit court.

About a year and a half after Charles Schondelmayer’s death, trouble arose in the household occupied by Cathrin and her son Corna. Ultimately litigation developed incident to which there were three suits. One of these suits was brought by Cathrin against Corna, one by Corna against Cathrin and his two brothers, and the other was incident to the probate court’s allowance of Cathrin’s election in her husband’s estate to take under the statute rather than under the will, from which holding of the probate court Corna appealed tó the circuit court as just above noted. However, we are not materially concerned with the litigation which preceded the instant suit brought by Corna in January, 1947, except as the record thus ’ discloses the hostile relations- existing between plaintiff and defendant herein and, hence, has a bearing upon their credibility as witnesses in this case.

Because it is somewhat pertinent to decision herein, it may also be noted that Cathrin, to some extent, accepted the benefits which accrued to her under the will. Shortly after the death of her husband, at her request, Corna took $4,000 from the safe in the home, and with the exception of $100, the sum so withdrawn from the safe, wherein her husband kept the money, was divided by her equally between the three sons. Cathrin also received $1,230 in payment of a mortgage, and divided this between her sons Carner and Conrad. And after her husband’s death she ceased to collect from Carner and Conrad the portion of the milk checks which prior to his death seemed to have been paid to Charles, and which items evidently w¿re a part of his estate.

*570 Of the four questions presented in appellant’s brief the first two are as follows:

“1. Was the will executed March 14, 1942, by Cathrin Schondelmayer jointly with Charles Schondelmayer, a valid will as to Cathrin Schondelmayer?

“2. Was the will executed March 14, 1942, irrevocable on the death of Charles Schondelmayer, or at the time the will was.filed?”

The above questions do not, with strict accuracy, present the basic issue which will control decision herein. Instead that issue is this: Was the testamentary instrument here invoJved executed as their joint mutual will, by Cathrin and her husband in accordance with an agreement between them that it was their joint mutual will? In Eicholtz v. Grunewald, 313 Mich. 666, we said:

“However, the mere fact alone that two identical wills are made by husband and wife does not suffice to establish an oral agreement to make mutual reciprocal wills, each to be binding on the other. * * *

“ ‘It is contract to make joint and mutual will, not will itself, that is irrevocable by survivor after death of one party to it.' Keasey v. Engles (syllabus), 259 Mich. 178.”

And in Thompson on Wills (3d Ed.), p. 238, § 153, the author states:

“As a general rule, a mutual or joint will may be revoked by either of the comakers, provided it was not made in pursuance of a contract. But where such will has been executed in pursuance of a compact or agreement entered intp by the testators to devise their separate property to certain designated beneficiaries, subject tó a life estate or other interest in the survivor, it is generally held irrevocable when, upon the death of one, the survivor avails himself of the benefits of the devise in his favor. ’ ’

*571

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Bluebook (online)
31 N.W.2d 721, 320 Mich. 565, 1948 Mich. LEXIS 597, Counsel Stack Legal Research, https://law.counselstack.com/opinion/schondelmayer-v-schondelmayer-mich-1948.