Bank of Sturgeon Bay v. White

284 N.W.2d 908, 92 Wis. 2d 354, 1979 Wisc. LEXIS 2172
CourtWisconsin Supreme Court
DecidedNovember 6, 1979
Docket77-076
StatusPublished
Cited by2 cases

This text of 284 N.W.2d 908 (Bank of Sturgeon Bay v. White) is published on Counsel Stack Legal Research, covering Wisconsin Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bank of Sturgeon Bay v. White, 284 N.W.2d 908, 92 Wis. 2d 354, 1979 Wisc. LEXIS 2172 (Wis. 1979).

Opinion

COFFEY, J.

This is an appeal from an order of the County Court of Door County dismissing appellants’ objections to the admission to probate of Clifford S. Phillips’ Last Will and Testament dated September 10, 1970. The respondent also cross-appealed from an order of the County Court, EDWIN STEPHAN presiding, allowing the appellants to file objections to the 1970 will more than two years after it was admitted to probate.

Clifford S. Phillips (hereinafter the decedent) died testate on September 17, 1971 at the age of 87. At the time *356 of his death the decedent was a widower and a resident of the Dorchester Nursing Home in Door County, Wisconsin.

On September 21, 1971, Nettie Lundmark, a niece of the decedent by marriage, petitioned the Door County Court for probate of the uncle’s Last Will and Testament dated September 10, 1970, together with an order setting the time for the proof of will and heirship hearing.

Notice of the hearing was mailed to all interested parties named in the probate petition and publication of the notice was given in the Door County Advocate. As the decedent had no known living blood relatives, the Wisconsin Attorney General’s office was given notice of the hearing, pursuant to sec. 879.03(2) (c), Stats., 1 on October 5, 1971, five days short of the necessary twenty-day time requirement. The original date on the proof of will hearing was adjourned from October 19th to May 23, 1972. 2

As a result of information given to the state by some of the named legatees the attorney general indicated that he might file a challenge to the decedent's mental capacity at the time of the making of the 1970 will. No objections were filed as a compromise agreement concerning the decedent’s will was reached between the attorney general, the petitioner and the Estate of Clifford S. Phillips, deceased (represented by the personal representative, Bank of Sturgeon Bay). The compromise agreement provided as follows:

*357 “1. That the Executor pay over the sum of Eighteen Thousand Twenty-four and 00/100 ($18,024.00) Dollars to the State of Wisconsin School Fund.
“2. That if any natural or adoptive heirs of the deceased are ever located, they shall have the right to petition the County Court for Door County, Wisconsin, for the recovery of the above mentioned Eighteen Thousand Twenty-Four and 00/100 ($18,024.00) Dollars, subject to the provisions and limitations of Sections 14.58(15) and 863.39(3), Wisconsin Statutes.
“3. That the Last Will and Testament of the deceased, Clifford S. Phillips, dated September 10, 1970, be admitted to probate, subject to the terms of this compromise agreement.”

At the request of the state a guardian ad litem, Attorney Thorval Toft, was appointed to represent any unknown heirs of the decedent. While the order appointing a guardian ad litem was not signed by the court until May, 1972, the petitioner had previously been advised who was to be appointed and thus, in a letter dated April 28, 1972, sent the prospective guardian ad litem copies of the order appointing him, as well as the order setting the time to prove the will and heirship, along with a copy of the will and compromise agreement.

At the May 23, 1972 hearing the probate court heard testimony concerning proof of the decedent’s 1970 will and also proof of heirship. Following the testimony, the court held:

. . the document signed by Clifford Philips [sic] ON THE 10TH OF September, 1970 was duly signed by him to the l,aws [sic] of the State of Wisconsin for the execution of testamentary document [sic] and at the time he was fully competent to make a will.”

The court, on May 23,1972, ordered:

1. that the September 10, 1970 will be admitted to probate;

2. that the Bank of Sturgeon Bay is appointed personal representative.

*358 Domiciliary Letters were issued to the Bank that same day. 3

The decedent’s late wife’s niece and her husband, Nettie and Herbert Lundmark, residual legatees, petitioned the court for approval of the compromise agreement in accordance with sec. 879.59(6), Stats., 4 at the May 23rd hearing. The court approved the compromise agreement previously entered into and ordered it binding on the parties.

Final Judgment was entered on February 9, 1973 and the personal representative, Bank of Sturgeon Bay, was discharged the same day.

On February 11, 1974, a little more than a year after the estate was closed, a number of alleged . . heirs at law of Clifford Stanley Phillips, deceased, . . .” petitioned the probate court requesting that the court:

“. . . enter an Order setting aside all previous probate proceedings, orders and judgments made in the Estate of Clifford Stanley Phillips, deceased, and for such further relief as may be just and reasonable.”

*359 A hearing on the heirs’ petition for relief was set for April 9, 1974. The court ordered that notice of the hearing on the petition be given to all parties of interest in the previous probate proceedings and also to the heirs at law of the decedent. Notice of the hearing was mailed February 15,1974.

On the 26th day of March, 1974 the personal representative of the decedent’s estate objected to the petition of the heirs at law on the ground that it . . was not filed within the time limited by Section 879.31 of the Wisconsin Statutes, to-wit: within Six (6) months of the act complained of.”

The court held a hearing on the petition on April 9, 1974, and some 10 days later, on April 19, 1974, the court in a written decision stated:

“In reviewing all of the facts of this case and the law as provided by the briefs of both parties and an independent review of the law, I am satisfied that the various procedural requirements of the law of Wisconsin has been followed and that the Court had jurisdiction to enter the Orders that it did.
“However, in the interest of justice, since it is apparent that petitioners herein were not given actual notice of the proceedings, as they should have received, and that they have not had their day in Court, the Court will hear and adjudge any future petition relative to their interests within sixty (60) days from this date, without prejudice to them, from any prior orders or decrees in these proceedings.”

The personal representative of the decedent’s estate appealed “. . . from the decision rendered and entered in this matter . . .” In a PER CURIAM opinion 5 filed November 25, 1975, this court dismissed the appeal holding the April 19th decision not to be a final order and therefore not appealable.

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Bluebook (online)
284 N.W.2d 908, 92 Wis. 2d 354, 1979 Wisc. LEXIS 2172, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bank-of-sturgeon-bay-v-white-wis-1979.