GIULIO G BALDRIGHI V LEO R BERGERON
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STATE OF MICHIGAN
COURT OF APPEALS
GIULIO G. BALDRIGHI, Trustee of the GIULIO
BALDRIGHI LIVING TRUST,
UNPUBLISHED
December 14, 2004
Plaintiff/CounterdefendantAppellant,
v
No. 249656
Ogemaw Circuit Court
LC No. 02-654108-CH
LEO R. BERGERON and DOROTHY M.
BERGERON,
Defendants/CounterplaintiffsAppellees.
Before: Markey, P.J., and Fitzgerald and Owens, JJ.
PER CURIAM.
Plaintiff appeals as of right from the trial court’s order granting summary disposition to
defendants under MCR 2.116(C)(8) and (10), and denying plaintiff’s cross-motion for summary
disposition. We affirm. This case is being decided without oral argument under MCR 7.214(E)
Plaintiff brought this action to terminate defendants’ life estate in real property in
Ogemaw County that defendants lease to others for hunting and farming. Plaintiff argues that
the trial court erred in finding that he did not have the right to terminate defendants’ life estate
due to their failure to pay property taxes and insurance. We disagree.
An action to determine an interest in land is “equitable in nature.” MCL 600.2932(5).
Equitable issues are reviewed de novo, although a court’s findings of fact supporting its decision
are reviewed for clear error. Webb v Smith (After Remand), 204 Mich App 564, 568; 516 NW2d
124 (1994).
“A life tenant’s principal privilege is that of making a beneficial use of the land or
receiving [all] the rents and profits arising from such use.”1 Cunningham, Stoebuck & Whitman,
1
On appeal, plaintiff has abandoned any claim that it is entitled to terminate defendants’ life
estate because defendants leased the property for farming and hunting.
-1-
The Law of Property (2d ed), pp 64, 128. As a general rule, a life tenant has a duty to pay
property taxes, absent an agreement otherwise. Id. at 64-65, 166; see also In re Ringle’s Estate,
259 Mich 262, 265; 242 NW 908 (1932); Pike v Gilbert, 227 Mich 515, 518; 198 NW 923
(1924); Stroh v O’Hearn, 176 Mich 164, 179; 142 NW 865 (1913). But where a remainderman
has paid taxes on behalf of the life tenant, the remedy is an action for reimbursement in the form
of money damages. Cunningham, Stoebuck & Whitman, supra at 175-176. Here, the trial court
properly limited plaintiff’s remedy to reimbursement of the amounts due for the 2001 and 2002
property taxes.
In addition to an action for money damages, forfeiture of a life estate may be available as
a remedy for “voluntary waste,” which is an affirmative or deliberate act by the life tenant that
injures the value of the remainderman’s interest in the land. Id. at 158-165, 170-173, 178. But
the failure to pay “carrying charges,” such as property taxes, is at best “permissive waste,” which
is damage to the remainderman’s interest resulting from the life tenant’s “failure . . . to perform
an affirmative duty imposed upon him for the benefit of the owners of future interests in the
land.” Id. at 158, 165. Thus, the trial court correctly held that plaintiff was not entitled to seek
forfeiture of defendants’ life estate for their alleged failure to pay taxes and insurance on the
property. Plaintiff has not cited any contrary authority.2
The trial court also found that the clean hands doctrine applies in equitable actions. See
Rose v National Auction Group, 466 Mich 453, 462; 646 NW2d 455 (2002). “[I]f there are any
indications of overreaching or unfairness on [an equity plaintiff’s] part, the court will refuse to
entertain the case and turn him over to the usual remedies” available at law. Id., quoting Rust v
Conrad, 47 Mich 449, 454; 11 NW 265 (1882). Here, the trial court found that plaintiff’s
conduct in contacting defendants’ tenants and the United States Department of Agriculture
interfered with defendants’ right to the beneficial use of the property and, therefore, plaintiff had
unclean hands. Plaintiff does not challenge this determination on appeal.
For these reasons, the trial court did not err in dismissing plaintiff’s request for forfeiture
of defendants’ life estate.
Affirmed.
/s/ Jane E. Markey
/s/ E. Thomas Fitzgerald
/s/ Donald S. Owens
2
Neither Ringle nor Pike, supra, involved the forfeiture of a life estate. In Stroh, supra at 182,
the interests of the life tenant and the remaindermen were terminated at their unanimous request
because the debts upon the land had become unbearable and threatened to consume the entire
estate.
-2-
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