Estate of Elmer

959 P.2d 701, 91 Wash. App. 785
CourtCourt of Appeals of Washington
DecidedJuly 30, 1998
Docket16383-1-III
StatusPublished
Cited by1 cases

This text of 959 P.2d 701 (Estate of Elmer) is published on Counsel Stack Legal Research, covering Court of Appeals of Washington primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Elmer, 959 P.2d 701, 91 Wash. App. 785 (Wash. Ct. App. 1998).

Opinion

*787 Kurtz, J.

— Richard D. Elmer bequeathed the family business in equal shares to his children using the following language: “to all my children who survive me, and, by representation for their deceased parent, to all the children of any child of mine who dies before I do.” At the time he made his will, Mr. Elmer’s descendants were his three surviving sons and a granddaughter, the daughter of the son who predeceased him. When he died, a dispute arose between the three sons and the granddaughter regarding whether she inherited a one-fourth interest in the family business pursuant to the terms of the will. Based upon the language of the will and other evidence, the sons contend Richard Elmer intended to leave his business to them and keep it in the immediate Elmer family. Concluding that the language of the will unambiguously bequeathed an interest in the family business to the granddaughter as the child of the testator’s deceased son, the court awarded her a one-fourth interest in her grandfather’s business. We agree with the reasoning of the trial court and affirm its judgment.

Richard D. Elmer died testate on December 24, 1989, five months after drafting his will. Mr. Elmer had four sons with his former wife, namely: Allen, Kenneth, Wesley and Phillip Elmer. At the time of the execution of his will and at the date of his death, Mr. Elmer had only three surviving sons. Wesley Elmer died in 1984 leaving Patricia Hartt as his only child.

For many years, Richard Elmer conducted a family farming, ranching and timber operation in partnership with his brother, Chester Elmer, known as “Elmer Brothers.” Mr. Elmer expressed his desire in his will that his brother, with the cooperation of his three sons, would carry on the family *788 business. The will stated that he had three children living and named Allen, Kenneth and Phillip Elmer. It did not name his deceased son, Wesley. The will did, however, specifically state in the gifting clause that Mr. Elmer’s interest in “Elmer Brothers” pass “in equal portions . . . to all my children who survive me, and, by representation for their deceased parent, to all the children of any child of mine who dies before I do.” Similar language appeared in a clause that bequeathed the remainder of his estate to his surviving children in the event his wife predeceased him. Dorothy Elmer, Mr. Elmer’s second wife, survived him and received the remainder of his estate. The will named her as the estate’s personal representative.

Dorothy Elmer filed a petition seeking probate of the will on January 22, 1990, listing herself and the three surviving sons as the only heirs. The probate was completed on June 25, 1990. Patricia Hartt was not notified of the probate proceedings.

On June 30, 1994, Ms. Hartt applied to reopen the probate of her grandfather’s estate. The court determined that Ms. Hartt was a minor heir of Mr. Elmer at the time of probate and was, therefore, entitled to actual notice of the probate of his will. The court set aside the declaration of completion of the estate and vacated the decree of distribution. On December 28, 1995, Ms. Hartt applied for a determination of her rights under the will. After a hearing, the court decided she was an heir under the will and entitled to inherit one-fourth of her grandfather’s interest in Elmer Brothers. This appeal follows.

Did the court err by interpreting the will in a manner inconsistent with Richard Elmer’s intent? The Elmers contend the court failed to consider the language of the entire will, the circumstances surrounding the drafting of the will, and other evidence of Richard Elmer’s intent. They assert the dispositive language of the clause disposing of the ranch, if read without straining its meaning, is consistent with Richard Elmer’s intention to leave his estate to his sons and keep the property in the Elmer family. The *789 Elmers maintain Mr. Elmer made no mention or provision in his will for Wesley Elmer or Patricia Hartt because he intended to leave them nothing.

The primary duty of a court called upon to interpret a will is to ascertain the intent of the testator. In re Estate of Bergau, 103 Wn.2d 431, 435, 693 P.2d 703 (1985); In re Estate of Riemcke, 80 Wn.2d 722, 728, 497 P.2d 1319 (1972). Although a will speaks at the time of death, the testator’s intentions, as viewed through the surrounding circumstances and language, are determined as of the time of the execution of the will. Bergeau, 103 Wn.2d at 436; In re Estate of Robinson, 46 Wn.2d 298, 300, 280 P.2d 676 (1955). The testator is presumed to have known the law at the time of the execution of his will. In re Estate of Patton, 6 Wn. App. 464, 471, 494 P.2d 238, review denied, 80 Wn.2d 1009 (1972). The intent must, if possible, be derived from the four corners of the will and the will must be considered in its entirety. Bergau, 103 Wn.2d at 435; In re Estate of Douglas, 65 Wn.2d 495, 499, 398 P.2d 7 (1965). When, after reading the will in its entirety, any uncertainty arises about the testator’s intent, extrinsic evidence, including testimony of the drafter, may be admitted to explain and resolve the ambiguity. Bergau, 103 Wn.2d at 436; In re Estate of Torando, 38 Wn.2d 642, 645, 228 P.2d 142, 236 P.2d 552 (1951).

The language of Mr. Elmer’s will, which caused the controversy, is as follows:

I realize that I have three children living, born to my former wife and myself, the entire issue of that marriage, namely:
Allen D. Elmer, son, born in 1950 in Spokane, Washington, and now residing in Spokane;
Kenneth D. Elmer, son, born in 1952 in Newport, Washington, and now residing in Blanchard, Idaho; and
Phillip D. Elmer, son, born in 1955 in Newport, Washington, and now residing in Bonners Ferry, Idaho.
*790 For many years, my brother, Chester B. Elmer, and I have conducted our family farming, ranching and timber operation in Spring Valley as a partnership, known as “Elmer Brothers.” At the present time, none of my sons are active in that operation. I hereby bequeath and devise my interest in “Elmer Brothers,” including real estate, farm and logging equipment, and the like, in equal portions, share and share alike, an undivided fractional interest each, to all my children who survive me, and, by representation for their deceased parent, to all the children of any child of mine who dies before I do.

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959 P.2d 701, 91 Wash. App. 785, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-elmer-washctapp-1998.