HELEN L BAILEY V FORREST DEAN BAILEY
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STATE OF MICHIGAN
COURT OF APPEALS
HELEN L. BAILEY,
UNPUBLISHED
May 19, 1998
Plaintiff-Appellant,
v
FORREST DEAN BAILEY and SUSAN BAILEY,
No. 201442
Lenawee Circuit Court
LC No. 93-005822-CZ
Defendants-Appellees.
Before: Neff, P.J., and O’Connell and Young, Jr., JJ.
PER CURIAM.
Plaintiff appeals as of right from an order requiring the sale of property with neither party
receiving reimbursements for contributions or improvements. We affirm.
This is the second appeal in this case involving disputing joint tenants. This Court in its prior
opinion aptly characterized this case as involving a “tragic family situation for which equity provides no
real solution.” Bailey v Bailey, unpublished opinion per curiam of the Court of Appeals, issued
February 27, 1996 (Docket No. 170297). On the first appeal, this Court found that the trial court
erred because its order effectively excluded plaintiff from her right to joint possession. This Court stated
that a court acting in equity is not permitted to restrain a joint tenant from possession pursuant to Albro
v Allen, 434 Mich 271, 284; 454 NW2d 85 (1990), and that in this situation the appropriate equitable
remedy was sale or partition of the property.
The trial court on remand determined that the property could not be partitioned and therefore
that a sale was the only equitable solution. The trial court ordered that neither party would receive
reimbursement for contributions or improvements. The trial court also ordered that the proceeds from
the sale of the property be placed in a trust account with the income divided evenly between plaintiff and
defendant Forrest Dean Bailey until the death of either, at which time the survivor “shall be the owner of
the funds held in trust and distribution shall be so made.”1 Plaintiff thereafter filed this appeal.
Plaintiff first argues that the trial court erred when it determined that plaintiff made a gift by
executing a deed making her and defendant joint tenants with full rights of survivorship. This Court
declined to address this issue in the original appeal because plaintiff never challenged the validity of the
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deed before the trial court. Moreover, the purpose of this Court’s remand was not to give plaintiff the
opportunity to raise additional issues, but (1) for the trial court to “clarify” its first order which
erroneously excluded plaintiff from possession of the property, and (2) to give the court the opportunity
to determine which of two equitable remedies was appropriate with respect to the property at issue:
partition or sale. Jennings v Southwood (After Remand), 224 Mich App 15, 26-27; 568 NW2d 125
(1997). Simply put, this issue is not properly before this Court and we decline to address it.
Plaintiff next argues that public policy, caselaw, and equity require that she be repaid her
contributions and improvements prior to a division of the sale proceeds. Decisions in equity are
reviewed by this Court de novo. Webb v Smith (After Remand), 204 Mich App 564, 568; 516
NW2d 124 (1994). However, this Court reviews the trial court’s findings of fact in an equity action for
clear error. Id. A trial court’s findings are considered clearly erroneous when this Court has a definite
and firm conviction that a mistake has been made. Id.
Certainly, improvements are properly considered in determining what is an equitable division of
the proceeds of a sale. See Fenton v Miller, 116 Mich 45, 50; 74 NW 384 (1898). In Strohm v
Hoepke, 352 Mich 659, 662; 90 NW2d 495 (1958), our Supreme Court explained that “[t]he
doctrine of contribution between cotenants is based upon purely equitable considerations. It is
premised upon the simple proposition that equality is equity.” However, the record in this case reflects
that both parties made various contributions to and improvements on the subject property. On this
record, we cannot say that the trial court’s division of the sale proceeds was inequitable.
Affirmed.
/s/ Janet T. Neff
/s/ Peter D. O’Connell
/s/ Robert P. Young, Jr.
1
All references to “defendant” in this opinion will be to defendant Forrest Dean Bailey only.
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