Estate of Budd v. Hansen

105 N.W.2d 358, 11 Wis. 2d 248, 11 Wis. 248, 1960 Wisc. LEXIS 456
CourtWisconsin Supreme Court
DecidedOctober 4, 1960
StatusPublished
Cited by15 cases

This text of 105 N.W.2d 358 (Estate of Budd v. Hansen) 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
Estate of Budd v. Hansen, 105 N.W.2d 358, 11 Wis. 2d 248, 11 Wis. 248, 1960 Wisc. LEXIS 456 (Wis. 1960).

Opinion

Dieterich, J.

The two issues on this appeal are: (1) Does the devisee take the real estate in fee simple free of the conditions imposed by the testatrix to suspend for a fixed period the power of alienation? and (2) Is the devisee entitled to have the real property exonerated from a mortgage existing thereon at the time of the testatrix’s death?

George L. Budd is the surviving widower of Mabel Ruth Budd who died testate, June 2, 1958. Her will named the surviving widower, George L. Budd, and the First Wisconsin *254 Trust Company as executors in the will. The separate estate of the decedent consisted of the following:

Personal property:
Per inventory................$ 4,839.23
Additions per account......... 93.15
Total personal property...................$ 4,932.38
Real estate:
Real property at 6105 W. Greenfield Ave................... 18,000.00
Real property at 8208 West Center Street.................. 25,000.00
Total real estate......................... 43,000.00
$47,932.38

The real property appraised at $18,000 was sold by the executors for that sum, pursuant to the power of sale contained in the will, and the proceeds of the sale were added to the personal estate. The Center street property was part of her separate estate and she had incumbered this property with a mortgage in the amount of $18,000 on August 7, 1953. At the time of her death the balance due on the note and mortgage was $4,500 with the accrued interest from August 7, 1958.

The last will and testament of Mabel Ruth Budd was executed on September 9, 1957, and a codicil was attached to this will and was executed on April 12, 1958. In the last will and testament, she provided in paragraph Second that her husband, should he survive her for thirty days, take the real property in which they resided at 8208-8208-A West Center street, Milwaukee, Wisconsin. However, subject to the conditions that he could not sell, transfer, convey, assign, mortgage, or alien said real estate or any portion thereof or interest therein for a period of five years from the date of her death.

*255 The cardinal rule this court must subscribe to when construing a will is to ascertain the intent of the testatrix from the language of the will itself, and in the light of all circumstances surrounding the testatrix at the time she executed her will. Estate of Breese (1959), 7 Wis. (2d) 422, 96 N. W. (2d) 712. Mabel Ruth Budd in paragraph Second intended her husband to have the property, subject to the condition that he not alienate the real estate for a fixed period of five years.

It is apparent from a reading of the will and codicil as an entity that the testatrix’s intention was to devise to her husband, should he survive her for thirty days, the fee simple in the real property in question. There is nothing to indicate she intended a lesser gift or devise. The language used in paragraph Second of the testatrix’s will is expressive of a devise in fee. The words and conditions following, which attempt to suspend the power of alienation being inconsistent and repugnant to the estate therein created and granted under the terms of paragraph Second of the will, are void.

The devisee husband, George L. Budd, takes a fee-simple estate which was created by the language first used in paragraph Second of the will and can lawfully sell, transfer, convey, assign, mortgage, or alien the same free of the conditions imposed by the testatrix. Zillmer v. Landguth (1896), 94 Wis. 607, 69 N. W. 568, and Will of Larson (1933), 211 Wis. 237, 247 N. W. 880.

Disposing of the second issue, this court must determine whether the devisee is entitled to the real estate exonerated from an outstanding mortgage existing thereon at the date of death of the testatrix.

The facts are that George L. Budd and the testatrix, Mabel Ruth Budd, were married on April 4, 1951. A mortgage was placed on the real estate in question on August 7, 1953. The will was dated September 9, 1957, and the *256 codicil was executed April 12, 1958. Testatrix died on June 2, 1958. It is apparent from the facts that Mabel Ruth Budd, testatrix, had ample opportunity to include in her will and codicil in clear and unequivocal language her intention to exonerate or not to exonerate the real estate in question.

Intention to exonerate specific property devised may expressly appear from reading the will as a whole or the testatrix’s intention to exonerate or not to exonerate may be inferred from the context of the will and codicil.

Paragraph First of the will reads:

“I direct the payment of all proper claims against my estate, funeral expenses, and expenses of the administration of my estate as provided by law.”

This provision of the will is a general direction to pay debts and nothing more.

In Estate of Koebel (1937), 225 Wis. 342, 346, 274 N. W. 262, this court stated:

“The direction in the ‘First’ paragraph of his will is merely that his executrix ‘pay all my just debts and funeral expenses as soon after my decease as conveniently may be.’ That is but declaratory of the rules of law which are applicable generally to the use of a deceased’s property for the payment of his debts. It added nothing, and its omission would not have detracted in any way . . .”

Reading the will and codicil as an entity it does not by any express language reveal whether George L. Budd, devisee, takes the real estate subject to the outstanding mortgage or exonerated from payment of the incumbrance.

Having determined that the testatrix did not express an intention as to exoneration of the outstanding mortgage, this court must necessarily look to the Wisconsin constitution and applicable legislative provisions.

Sec. 13, art. XIV of the Wisconsin constitution, reads:

*257 “Such parts of the common law as are now in force in the territory of Wisconsin, not inconsistent with this constitution, shall be and continue part of the law of this state until altered or suspended by the legislature.”

The common law in this state is defined in Coburn v. Harvey (1864), 18 Wis. 156 (*147), 162 (*153) :

“. . . when our territorial legislature and the framers of our constitution recognized the existence here of the common law, they must be held to have had reference to that law as it existed, modified and amended by English statutes passed prior to the [American] revolution.”

In Menne v. Fond du Lac (1956), 273 Wis. 341, 345, 77 N. W. (2d) 703, this court stated:

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Bluebook (online)
105 N.W.2d 358, 11 Wis. 2d 248, 11 Wis. 248, 1960 Wisc. LEXIS 456, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-budd-v-hansen-wis-1960.