Estate of Gehl v. Reingruber

159 N.W.2d 72, 39 Wis. 2d 206, 28 A.L.R. 3d 1301, 1968 Wisc. LEXIS 980
CourtWisconsin Supreme Court
DecidedJune 4, 1968
Docket268
StatusPublished
Cited by8 cases

This text of 159 N.W.2d 72 (Estate of Gehl v. Reingruber) 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 Gehl v. Reingruber, 159 N.W.2d 72, 39 Wis. 2d 206, 28 A.L.R. 3d 1301, 1968 Wisc. LEXIS 980 (Wis. 1968).

Opinion

Heffernan, J.

The respondents contend that the use of the word, “children,” by the testatrix constitutes a latent ambiguity and that, therefore, extrinsic evidence is properly permitted to show that the stepchildren, as well as the natural child, of Theresa Gehl were to be included in the term. While we agree with respondents’ ultimate conclusion, we do not agree that there is an ambiguity which calls into play the rules delineating the use of extrinsic evidence. The proper rule was stated in Estate of Gibbs (1961), 14 Wis. 2d 490, 496, 111 N. W. 2d 413:

“Under rules as to construction of a will, unless there is ambiguity in the text of the will read in the light of surrounding circumstances, extrinsic evidence is inadmissible for the purpose of determining intent.” (Emphasis supplied.)

When the surrounding circumstances have been considered and an ambiguity appears or remains, then only may there be a resort to extrinsic evidence. This is the clear rule in Wisconsin. The reason that we first look to surrounding circumstances is pointed out by McCormick in his text, Evidence (hornbook series), p. 448, *211 sec. 220. He states that, unlike a contract, a will is a unilateral transaction consisting of words whose meaning is to be ascertained subjectively. The question is not what the usual usage of a word may be or the dictionary usage, but the testator’s individual meaning.

This distinction is also discussed in Atkinson, Wills (hornbook series, 2d ed.), p. 810, sec. 146, wherein it is stated:

“However strong the argument for an objective standard in case of contracts, the words of a will should be given the meaning that the testator gives them as distinguished from the usual or dictionary meaning. A court can never be confident as to testator’s probable meaning unless it puts itself into the testator’s armchair so as to see what he knew, liked, disliked and how he talked and wrote about the matters connected with his disposition.”

9 Wigmore, Evidence (3d ed.), p. 227, sec. 2470, points out:

“. . . words of a document are never anything but indices to extrinsic things, and that therefore all the circumstances must be considered which go to make clear the sense of the words, — that is, their associations with things.”

Wigmore, supra, page 228, also points out that in the field of wills, “. . . there is none but the individual standard of meaning to be considered.” The same section of Wigmore cites with approval Mr. Justice Blackburn in the case of Allgood v. Blake, L. R. 8 Exch. 160:

“ ‘The general rule is that in construing a will the Court is entitled to put itself in the position of the testator, and to consider all material facts and circumstances known to the testator with reference to which he is to be taken to have used the words in the will, and then to declare what is the intention [i.e., sense] evidenced by the words used, with reference to those facts and circumstances which were (or ought to have been) in the mind of the testator when he used those words. As said in *212 Wigram on Extrinsic Evidence, “The question in expounding a will is, not what the testator meant — as distinguished from what his words express, — but simply, what is the meaning of his words.” But we think that the meaning of words varies according to the circumstances of and concerning which they are used.’ ”

Restatement, 3 Property, p. 1196, sec. 242, lays down as the general rule that:

“The judicially ascertained intent of a conveyor is normally determined by the language employed in his conveyance, read as an entirety and in the light of the circumstances of its formulation.”

Comment d, p. 1199, sec. 242, points out:

“The instrument consists of words and it is always permissible to establish the sense in which the conveyor is accustomed to use the words therein contained .... Thus it is proper to prove the special usages of words, or other symbols, in the business with which the conveyor is familiar .... It is also proper to prove that the conveyor customarily designated a particular person by a name other than the baptismal name of such person ... , or that he customarily spoke of a particular person as his ‘son,’ ‘grandson,’ ‘cousin’ or other similar relation, despite the nonexistence in fact of such relationship .... Evidence establishing a vocabulary peculiar to the conveyor can result in an instrument being found to have a meaning wholly at variance with the dictionary meaning of the language employed.”

Professor William Herbert Page, 4 Page, Wills (Bowe-Parker Rev.), pp. 51, 52, sec. 30.8, states:

“While the intention of the testator is to be ascertained in the first instance from the language which is used in the will, his intention frequently cannot be ascertained from such language alone. The testator used this language in view of the surrounding circumstances as known to him and with reference thereto. If the court refuses to consider the surrounding circumstances it means the court declines to place itself in the position in which testator was when he used the language which the *213 court is trying to construe; and the meaning which is thus ascertained is very likely to be different from the meaning which the testator in question had, as well as different from the meaning which the average testator would have had under like circumstances. For these reasons the court places itself in the position in which testator was when he made the will, and the will is construed in the light of the surrounding facts and circumstances.”

The essence of our inquiry then is to determine the reasonable meaning of the words actually used.

We pointed out in Estate of Breese (1959), 7 Wis. 2d 422, 426, 96 N. W. 2d 712, that although a will speaks as of the time of death, the language is to be interpreted in light of the circumstances surrounding the testator at the time the will is written. If, from those circumstances, the testator’s meaning is clear, we need inquire no further. If, after that inquiry, equivocation or uncertainty still appears, an ambiguity is said to exist, and the rules of construction relevant to the resolution of these ambiguities become applicable. See Estate of Gibbs (1961), 14 Wis. 2d 490, 111 N. W. 2d 413. As Wigmore points out, however, on p. 227, sec. 2470, footnote 11:

“The ‘ambiguity’ doctrine, correctly considered, has reference only to an offer of expressions of intention (post, sec. 2470), and not to circumstances in general, nor to the parties’ usage or understanding of the meaning of words.”

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Scott Austin v. Ricky Roesler
Court of Appeals of Wisconsin, 2022
In Matter of Estate of Lohr
497 N.W.2d 730 (Court of Appeals of Wisconsin, 1993)
Transamerica Occidental Life Insurance v. Burke
368 S.E.2d 301 (West Virginia Supreme Court, 1988)
Madison General Hospital Medical & Surgical Foundation, Inc. v. Volz
255 N.W.2d 483 (Wisconsin Supreme Court, 1977)
In Matter of Estate of Barr
253 N.W.2d 901 (Wisconsin Supreme Court, 1977)
In Re Fortwin Trust
203 N.W.2d 711 (Wisconsin Supreme Court, 1973)
Mahon v. Security First National Bank
201 N.W.2d 573 (Wisconsin Supreme Court, 1972)
Estate of Mangel v. Strong
186 N.W.2d 276 (Wisconsin Supreme Court, 1971)

Cite This Page — Counsel Stack

Bluebook (online)
159 N.W.2d 72, 39 Wis. 2d 206, 28 A.L.R. 3d 1301, 1968 Wisc. LEXIS 980, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-gehl-v-reingruber-wis-1968.