Bornfleth v. Hoeppner

145 N.W.2d 754, 32 Wis. 2d 339, 1966 Wisc. LEXIS 914
CourtWisconsin Supreme Court
DecidedNovember 1, 1966
StatusPublished
Cited by8 cases

This text of 145 N.W.2d 754 (Bornfleth v. Hoeppner) 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
Bornfleth v. Hoeppner, 145 N.W.2d 754, 32 Wis. 2d 339, 1966 Wisc. LEXIS 914 (Wis. 1966).

Opinions

Heffernan, J.

Did Elsie and Emil enter into a contract to make a will?

In Schwartz v. Schwartz (1956), 273 Wis. 404, 411, 78 N, W. (2d) 912, following the principle established in Doyle v. Fischer (1924), 183 Wis. 599, 198 N. W. 763, we adopted the rule stated in 169 A. L. R. 9, 69, as follows:

[343]*343“A will which is jointly executed may furnish in itself prima facie proof that it was executed pursuant to a contract between the testators, notwithstanding it does not expressly purport to have been made pursuant to contract, does not contain the word ‘contract’ or ‘agreement,’ or include an express promise that the survivor will carry out the dispositions contained in the will.”

This court in Doyle v. Fischer, supra, pages 607 and 608, pointed out that:

“A pre-existing contract to make mutual and reciprocal wills may be conclusively inferred from the provisions of the wills themselves (especially if they be joint) in the light of circumstances existing at the time the wills were executed [citing authorities]. . . .
“The fact that these wills constitute but a single document, that they were executed at the same time, that each of the testators knew of the provisions made- in the will of the other, that some of the children were provided for by one, and the others by the other [a factor later determined in Schwartz v. Schwartz, supra, p. 411, to be not controlling] testator, conclusively indicates that the two wills resulted from a mutual agreement between the testators . . . .”

We recognize that the Doyle-Schwartz rationale of determining the contractual genesis of a will is not universally accepted. Sparks, Contracts to Make Wills (1956), p. 28, cites Doyle as a minority (and inferentially unsound) position. He states:

“It is sometimes said that joint wills, that is to say the wills of two or more persons executed on one piece of paper as the will of each of them, having reciprocal provisions constitutes stronger evidence of a contract than do similar provisions contained in two separate documents. The use of such pronouns as ‘we,’ ‘our,’ and ‘us’ in joint wills is often said to be indicative of a contract, especially where the property being disposed of is held by entireties or where it is referred to as joint property though actually held in severalty. Such language should be taken as nothing more than the normal and natural usage of two people attempting to execute two wills as one document. It indicates that they have talked over [344]*344their testamentary plans and have agreed upon a certain scheme of disposition, but is completely silent as to whether or not a contract has been entered into. Such has been the position of the better reasoned opinions.”

Whatever infirmities are believed to exist in the Doyle-Schwartz rationale, nevertheless this jurisdiction is, on the basis of stare decisis, committed to it.1

We conclude therefore that the language of the joint reciprocal wills of 1948 and 1949, though containing no contractual language, does give rise to the conclusive inference that they were executed pursuant to a preexisting agreement that was contractual in nature. Under these circumstances, it cannot be said that the finding of the trial court was contrary to the great weight and clear preponderance of the evidence.

While this court holds that a joint reciprocal will, as executed by the Hoeppners, may give rise to the conclusive inference that the will was executed pursuant to a contract, we do not hold that the substance of that preexisting contract is embodied in the provisions of the will. The contract whose existence we infer is merely the “bare bones” contract to make mutually agreeable and acceptable wills.

We accordingly conclude that, though the contract inferentially exists, the contract is satisfied by the parties either executing wills that are mutually agreeable or by revoking existing wills for the same purpose. The contract that under these circumstances we find by inference is precisely like the express contract of the parties in Pederson v. First Nat. Bank (1966), 31 Wis. (2d) 648, 652, 143 N. W. (2d) 425, which provided, “It is . . . agreed . . . that these Wills will not be changed unless [345]*345it is mutually agreeable to each party.” We pointed out, at page 655, that, “The plain meaning of the contract was that the wills could be changed at any time in a manner that might be mutually agreeable to the parties . . . .” We therefore conclude that the 1948 will was revoked and replaced with the 1949 will in accordance with the only provision of the parties’ prior contract that can be conclusively inferred, the provision to make mutually agreeable wills. The 1949 will was the last will that was mutually agreed upon by the parties.

Elsie Hoeppner died in 1959 without executing another will. We stated in Schwartz v. Schwartz, supra, page 410:

“After one of the two testators has died it is beyond his power to consent to the survivor modifying or revoking the testamentary disposition which had been agreed was to take place upon the death of the survivor.”

The terms of the testamentary disposition of 1949 may, therefore, be enforced in equity. The execution of a subsequent will, not being in conformance with a mutually agreed upon disposition, constituted a breach of contract.

Respondent, however, takes the position that Emil Hoeppner need not be bound by the 1949 disposition since the will of Elsie was not probated and he took Elsie’s interest in the real estate as a surviving joint tenant.

The trial court, while determining that the agreement was contractual, reviewed Doyle v. Fischer, supra, and Schwartz v. Schwartz, supra, and concluded the rule controlling in this case was the statement in Schwartz v. Schwartz, supra, page 409:

“ ‘It is the duty of equity to grant such relief where, as here, the survivor of the two testators to a joint will or to two mutually reciprocal wills, has directly benefited from the will of the first of such two testators to die by receiving property thereunder to* which the [such] survivor would not otherwise have been entitled.’ ” (Emphasis by trial court.)

To reaffirm, as we do, the above statement appearing in Schwartz does not necessitate our concurrence in re[346]*346spondent’s argument for the converse: “Equity will not grant relief if the survivor does not receive property under the contract.” The important fact is that Emil got what he bargained for. Elsie died leaving in force a will that was agreeable to Emil (as well as to Elsie). This was what he contracted for and this is what he got. He got the benefit of his bargain. Hence, we conclude that, even under the test relied upon by the trial court and urged by the respondent, the survivor was benefited. Alternative dispositions of Elsie’s interest in the joint property were foreclosed by her adherence to the contract to make a mutually agreeable will and her death leaving such a will in force.

We also conclude that the language of Schwartz

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Bornfleth v. Hoeppner
145 N.W.2d 754 (Wisconsin Supreme Court, 1966)

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Bluebook (online)
145 N.W.2d 754, 32 Wis. 2d 339, 1966 Wisc. LEXIS 914, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bornfleth-v-hoeppner-wis-1966.