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In Re Norwood Estate

Citations: 443 N.W.2d 798; 178 Mich. App. 345Docket: Docket 106835

Court: Michigan Court of Appeals; April 19, 1989; Michigan; State Appellate Court

Narrative Opinion Summary

In this case, the children of the deceased appealed a probate court decision regarding the interpretation of their father's will, specifically contesting its clarity and seeking recognition as pretermitted heirs. The will allocated the deceased's real and personal property to his wife and specified life insurance bequests to each child. The life insurance proceeds, however, were not included in the estate as the wife was the designated beneficiary. The probate court found no ambiguity in the will's language, a decision upheld by the Court of Appeals. The appellate court found no patent ambiguity, as the will's language clearly indicated the testator's intentions, and no latent ambiguity, as the issue stemmed from the testator's failure to alter the policy beneficiary rather than any unclear language. The court also ruled that the pretermitted heir statute did not apply, as the children were not omitted but received no proceeds due to incorrect funding. The appellate court affirmed the probate court's decision, emphasizing the clarity of the testator's intent and rejecting the creation of provisions to address his oversights.

Legal Issues Addressed

Ambiguity in Wills

Application: The court determined that the will in question contained no patent ambiguity, as it clearly expressed the testator's intent to bequeath his estate to his wife and allocate life insurance proceeds to his children.

Reasoning: No patent ambiguity exists in the will's language, which clearly indicates the deceased's intention to bequeath his real and personal estate to his wife and allocate $6,000 to each child from a life insurance policy.

Jurisdiction Over Appeals

Application: The court maintained jurisdiction over the appeal despite the untimely service of the motion for a new trial.

Reasoning: However, this did not affect the Court's jurisdiction over the appeal.

Latent Ambiguity in Testamentary Documents

Application: The court found no latent ambiguity despite petitioners' arguments, as the issue arose from the testator's failure to change the policy beneficiary, not from the language of the will itself.

Reasoning: This argument highlights the testator's failure to act to incorporate the asset into the will, rather than any external uncertainty.

Pretermitted Heirs and Statutory Interpretation

Application: The court held that the pretermitted heir statute does not apply when the children were not omitted but rather incorrectly funded under the will.

Reasoning: Additionally, the petitioners cannot claim pretermitted heir status simply because they did not receive anything under the will, as the testator did not omit his children but rather failed to fund the bequest correctly.