Estate of Philbrick

229 N.W.2d 573, 68 Wis. 2d 776, 1975 Wisc. LEXIS 1638
CourtWisconsin Supreme Court
DecidedJune 3, 1975
Docket481
StatusPublished
Cited by2 cases

This text of 229 N.W.2d 573 (Estate of Philbrick) 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 Philbrick, 229 N.W.2d 573, 68 Wis. 2d 776, 1975 Wisc. LEXIS 1638 (Wis. 1975).

Opinion

Wilkie, C. J.

Several issues are presented on this appeal from a judgment making final settlement of the Orriel F. Philbrick estate. Orriel F. Philbrick died testate on July 6, 1972. John Dithmar was the duly constituted personal representative, and one of the two daughters of the deceased, Mary Louise Neis,- objected to several items in the final account as filed by Mr. Dithmar. Following a hearing on these objections, the objections were found without merit and judgment ap *778 proving all accounts filed by the personal representative was entered. Mrs. Neis appeals from this judgment. We affirm.

Mrs. Neis’s first objection is that the testator’s house contained more cash than was set forth in the inventory. We affirm the trial court’s determination approving the cash as reported by Mr. Dithmar in the sum of $677.

The day after their father’s death Mrs. Neis and her sister, Mrs. Roeder, saw some cash in a filing cabinet in the testator’s home. Mrs. Roeder then called the personal representative off the golf course to come and count the money. Mr. Dithmar did come and count the money, and the inventory shows the total as $677. Mrs. Neis claims there actually was more money than this when she first looked in the drawer, and claims the personal representative breached his fiduciary duties in failing to account for all the money.

The trial court’s finding that there was no evidence of wrongdoing is amply supported by the record. While both Mrs. Roeder and Mrs. Neis reported seeing some $100 bills in the drawer, neither said how many such bills she saw. Moreover, Mrs. Roeder does not claim that the $677 figure is inaccurate. Mrs. Neis said she saw two packets of money and “quite a few” hundred dollar bills. She also said she and her sister saw a piece of paper in the drawer with 17,600 written on it. There is no testimony where in the drawer the slip of paper was found, however, and Mrs. Roeder denied she saw it. The crucial fact is that neither woman counted the money. For his part, Mr. Dithmar said that $677 was all he found and that he did not remember if that amount included any hundred dollar bills.

This evidence is simply insufficient to show a breach of duty by Mr. Dithmar by failing to account for all the cash. That the cash included some hundred dollar bills does not establish that more than $677 was present. Further, it is mere speculation that the slip of paper *779 containing the figure 17,600 indicates that that amount of money was in the drawer. For all that appears from the record, the slip of paper may have been completely unrelated.

Mrs. Neis also claims that the trial court was in error in approving the designation of a savings certificate as joint property in the names of the testator and his other daughter, Mattie Lou Roeder. We affirm the trial court’s determination that the savings certificate was joint property, rather than being a part of the estate proper.

On December 31, 1971, the testator opened a joint account (the savings certificate) with his daughter Mattie Lou Roeder, payable on death to the survivor. Mrs. Neis contends the account was not really joint and should have been a part of the testator’s estate. The trial court rejected this contention and ruled the account in fact joint with Mrs. Roeder therefore entitled to the proceeds. The court’s ruling was correct.

As the court said in Estate of Pfeifer, 1 concerning sur-vivorship rights in joint savings accounts:

“Although the form of the account is not conclusive, ... an account opened in joint names raises a rebuttable presumption that the creator of such an account intended the usual rights incident to jointly owned property, such as rights of survivorship, to attach to it. Evidence showing a different intent, for instance that the joint names were adopted for convenience without the intent of conferring ownership, may serve to prove agency or trusteeship in the third party in respect to the account but in the absence of such evidence, which must be clear and satisfactory, the presumption that the depositor intended the usual incidents of jointly held property when he opened a joint account is sufficient to support a finding to that effect.”

*780 The evidence relied upon by Mrs. Neis to rebut the presumption consists of testimony by Mrs. Roeder that she used the testator's checkbook as agent to assist him in paying- his bills. However, this testimony relates solely to the testator’s checking account, and not to the joint savings account, which consisted of a savings certificate. Thus we conclude that the testimony relied upon by Mrs. Neis falls short of the clear and satisfactory evidence necessary to rebut the presumption of joint ownership.

Mrs. Neis also argues here, for the first time, that when the testator set up the joint account, approximately six months before his death, he lacked the necessary mental capacity. Although this objection can not now be raised as a matter of right on appeal, it is clear that the record here contains insufficient evidence to support Mrs. Neis’s contention. Although there is testimony that the testator failed perceptibly in the last five or six months of his life, there is no testimony indicating that in December, 1971, when the joint account was created, there was any lack of mental capacity on the part of the testator.

Mrs. Neis claims that the personal representative breached his fiduciary duty in the manner in which he sold the testator’s home. We think not. Although the testator’s will authorized his personal representative to sell any real estate in his estate with or without notice, or without any court order, actually Mr. Dithmar did seek court approval for the sále of testator’s residence. As the record shows, on March 20, 1973, in the trial court’s chambers, Mr. Dithmar and the testator’s two daughters agreed that the house would be publicly advertised and sealed bids solicited with the highest bidder to be the purchaser, subject to court approval. The house was then advertised and publicly shown on a Sunday afternoon in March. Twenty to thirty people viewed *781 the premises and two submitted bids. Mrs. Neis bid $23,251 — one dollar over the appraised value of $23,250— and Mr. and Mrs. Derlan Kuhnau bid $23,300. The bids were opened at 1 p.m. on March 27, 1973, and on March 29th the trial court ordered Mr. Dithmar to accept the Kuhnaus’ bid and deliver possession of the house on May 1st, upon payment of the purchase price.

Mrs. Neis raises two objections.

First, she argues that because of her status as a beneficiary of the estate, after the sealed bids were opened she should have been granted the opportunity to submit another bid, topping the Kuhnaus’ bid. She cites no authority recognizing such a right, and to allow such a procedure would not only be unfair to the high bidders in this case, but also would discourage outsiders from ever bidding in sealed bid sales of any testator’s property in the future.

Second, Mrs. Neis points out correctly that the Kuhnaus were occasional clients of Mr.

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Bluebook (online)
229 N.W.2d 573, 68 Wis. 2d 776, 1975 Wisc. LEXIS 1638, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-philbrick-wis-1975.