Crow v. Marshall & Ilsley Bank

17 Wis. 2d 181
CourtWisconsin Supreme Court
DecidedJune 29, 1962
StatusPublished
Cited by2 cases

This text of 17 Wis. 2d 181 (Crow v. Marshall & Ilsley Bank) 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
Crow v. Marshall & Ilsley Bank, 17 Wis. 2d 181 (Wis. 1962).

Opinion

Currie, J.

The sole issue before us is whether the bequest of the trust corpus to the grandnephews and grandnieces is conditioned upon their survival until the date of distribution. This date has previously been determined to be the time when the youngest living member of the class arrives at the age of fifty years. In order to construe the final decree to resolve this issue, it is necessary to resort to the will itself. This is because the final decree in the estate assigned the residue of the personal estate in trust “in accordance with the terms and provisions of the trusts created by decedent’s last will and testament as construed” by the prior judgment of November 3, 1949.

It is well established that all rules of construction yield to the cardinal rule that the language of a will should be so construed as to give effect to the intention of the testator, if that intention may be ascertained from the language of the will itself, considered in the light of the surrounding circumstances. Will of Emmerick (1954), 268 Wis. 186, 189, 67 N. W. (2d) 374. When testatrix made her will in 1924 there was every likelihood that, had she died shortly thereafter, the final date of distribution of the trust corpus would not have arrived for more than fifty years. This is because of the probability of further children being born to her two nephews. Even when she died in 1947 there was still the possibility that distribution might occur more than fifty years hence. However, the youngest living grandnephew and grandniece were then seventeen years old, and, thus, the probability was that final distribution would not take place for approximately thirty-three years. Another probability [186]*186existing at the time of testatrix’s death was that one or more of the grandnephews and grandnieces might die prior to the distribution date. From these facts it is quite evident that testatrix intended a long-term trust, the specific beneficiaries of which were not then determinable.

Moreover, this conclusion as to testatrix’s intent is fortified by the actual words used in her will. She directed that, “At the time the youngest great-nephew or niece is fifty years old the residue of my estate is to be divided among them all share and share alike.” The pronoun “them” refers only to “great-nephews and nieces.” This would seem to exclude a division among persons who are neither grandnephews nor grandnieces. Completely absent from this will is any provision for substitution of the issue, heirs, or estates of any deceased grandnephew or grandniece. Furthermore, the words “share and share alike” import a per capita and not a per stirpes distribution. Will of Bray (1951), 260 Wis. 9, 17, 49 N. W. (2d) 716. Therefore, to construe this provision so as to entitle the issue, heirs, or estate of a deceased grandnephew or grandniece to their decedent’s share in the corpus would be inconsistent with the language of the will itself, and to entitle such parties, as individual persons or entities, to a share of the corpus equal to that of the surviving members of the class would appear to be contrary to the intention of the testatrix.

Furthermore, if the will were construed as not requiring survivorship until the date of distribution, then the next of kin or legatees of a deceased grandnephew or grandniece would receive a share of the trust estate. Thus, persons not of testatrix’s bloodline, or even corporate institutions, might be the ultimate distributees under this construction. 5 American Law of Property, pp. 131, 132, sec. 21.3, states that, when faced with problems of construction to arrive at donative intent, courts invoke a preference for keeping prop[187]*187erty among blood relatives. We quote from this text as follows (p. 132).

“In some cases this preference should work against a finding that an interest given to a blood relative is vested prior to the time set for enjoyment of the interest in possession because as a vested interest it may descend to the transferee’s heirs, who may not be related by blood to the trans-feror, whereas if the interest is contingent on the survival of the initial transferee, his failure to meet the requirement of survival will normally cause the property to go back to the blood relatives of the transferor.”

In Will of Latimer (1954), 266 Wis. 158, 173, 63 N. W. (2d) 65, this court gave expression to this same principle of favoring a construction which would insure the transmission of the trust estate to blood relatives. Application of that principle here would favor a construction that the bequest to the grandnephew and grandniece beneficiaries was conditioned upon their survival until the date of distribution.

There is another principle of construction which favors requiring the beneficiaries of the instant bequest to survive until the date of distribution. This principle is stated in 4 Page, Wills (lifetime-ed.), p. 176, sec. 1421, as follows:

“If testator has made a gift to a class, and one of the class dies before testator, or even after testator, while the class is not yet determined there is no lapse or failure of any part of such gift; but, in the absence of statute, no interest under such gift passes to the heirs or next of kin of the deceased beneficiary. The entire gift passes to the members of the class who were in existence at the time that the class was determined.”

This same paragraph from Page was quoted with approval by this court in Will of Friend (1951), 259 Wis. 501, 510, 49 N. W. (2d) 423, 33 A. L. R. (2d) 234. Since the instant will has been previously construed as permitting new[188]*188born grandnieces and grandnephews to enter the class, the composition of the class has not yet been finally determined and will not be determined until the possibility of new arrivals in the class is extinguished, or until the youngest member of the class reaches age fifty, whichever event occurs first. Therefore, because membership in the class is still open, the above-quoted rule is fully operative.

Furthermore, this construction requiring survival is supported by the following statement from Simes and Smith, Law of Future Interests (2d ed.), p. 120, sec. 656:

“. . . as a fact and not a rule of law, the existence of a class which may increase or decrease may well have a tendency, when coupled with other facts, to show that a testator intended to imply a condition precedent that the members of the class survive the period of distribution.”

Thus far we have considered two rules of construction which favor the county court’s determination that survivor-ship until the date of distribution is required. Appellant relies upon two rules of construction which favor the opposite result. The first of these is that where a gift of income accompanies a gift of corpus the law favors a construction that the gift of corpus is a vested interest. The second is that the law favors a construction which results in an absolutely vested interest rather than a defeasibly vested one.

In support of the first of these rules, appellant cites Restatement, 3 Property, p. 1297, sec. 258, which states:

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Related

Estate of Farber
204 N.W.2d 478 (Wisconsin Supreme Court, 1973)

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Bluebook (online)
17 Wis. 2d 181, Counsel Stack Legal Research, https://law.counselstack.com/opinion/crow-v-marshall-ilsley-bank-wis-1962.