Estate of Porter

298 N.W. 624, 238 Wis. 181, 1941 Wisc. LEXIS 30
CourtWisconsin Supreme Court
DecidedMay 19, 1941
StatusPublished
Cited by5 cases

This text of 298 N.W. 624 (Estate of Porter) 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 Porter, 298 N.W. 624, 238 Wis. 181, 1941 Wisc. LEXIS 30 (Wis. 1941).

Opinion

*183 Fowler, J.

Susan M. Porter died March 27, 1939, leaving a will which was duly admitted to probate, of which the appellants are the duly appointed executors. They ask for construction of the paragraph of the will providing for distribution of the residue of the estate remaining after the specific legacies and bequests are paid and effectuated. The will was executed in February, 1926. The testatrix then had living kin as follows : One brother, her sole next of kin, insane, who survived her, but has since died, for whose care during life she made definite provision, which the executor's have fully carried out. Pier kin next to her brother living at her death were first cousins, four in number, eleven children of two' first cousins who died previous to the execution of the will, and twenty-four children and two grandchildren of nine of her first cousins who were living when the will was executed but predeceased the testatrix. She bequeathed the residue to the thirteen first cousins who were living when the will was made, and the children of the two first cousins who had previously died who should survive her. She specifically named in the residuary clause the thirteen cousins living when the will was executed, and the two first cousins who predeceased her but did not name in the bequest the children of the two cousins then deceased. The testatrix knew of the death of the nine first cousins who predeceased her. The will, after providing for her brother and giving specific legacies and devises to some specifically named second cousins with whom the testatrix was most intimate and had had most contact, directed that the residue at her brother’s death should be disposed of as shown by the tenth paragraph of the will set out in the margin. 1

*184 The trial court adjudged that by the residuary clause the eleven children of the two first cousins of the testatrix who died prior to the execution of the will took per capita an equal share with the four first cousins who survived the testatrix, and that the children of each of the nine first cousins living at the time of the execution of the will but who predeceased the testatrix took per stirpes the share that the parent would have taken had the parent survived the testatrix, and ordered distribution accordingly.

In making this distribution the court was largely governed by the rule stated in Will of Asby, 232 Wis. 481, 487, 287 N. W. 734, as follows :

“However, it appears that the great majority of the courts have recognized and followed the rule of construction that if a testamentary gift is made to one or more persons named and the children of another person, as for instance, to A and the children of B, the persons entitled will, in the absence of anything to show a contrary intention, take per capita, and not per stirpes

*185 Of the rule above quoted it is stated in Will of Morawetz, 214 Wis. 595, 598, 254 N. W. 345:

“While, as indicated in the note referred to [16 A. L. R. 15], the general rule originally was that under such circumstances the distribution was per capita instead of per stirpes, a very slight circumstance is sufficient to overcome the rule.”

The rule in the Morawetz Case, supra, as to what will overcome the presumption relied on by the county court is fully borne out by annotations in A. L. R., citing and stating all the cases bearing on the proposition. We do not deem it necessary to discuss that rule further. The notes referred to will be found in 16 A. L. R. 98; 31 A. L. R. 805; and 126 A. L. R. 179. Without further discussion we will state the circumstances which in our view overcome the presumption in favor of per capita as against per stirpes distribution in the instant case and show the actual intent of the testatrix, which of course must govern if that intent is discoverable from the terms of the will and the circumstances bearing upon that intent.

The use of the word “children” in a bequest to the children of a named person implies, generally speaking, a per stirpes distribution. When the testatrix provided that the children of the two deceased cousins who should survive her should share in the residue she presumably meant that they should take per stirpes the parent’s share had the parent lived. The phrase “divided in equal shares” used early in paragraph tenth “divided in equal shares among my cousins” stands in the will far distant from “the children of . . . [the two deceased cousins].” A phrase by familiar grammatical construction is to be construed as relating to its nearest antecedent. The nearest antecedent of “divided in equal shares” is “my cousins hereinafter named.” Thé cousins hereinafter named were first cousins, including the two deceased cousins. The children. of the two deceased cousins were not “hereinafter named.” This detracts from the force that might otherwise properly *186 be given to the phrase “divided in equal shares.” The word “cousin” unless qualified implies first cousins as distinguished from cousins farther removed. It is true that the testatrix in speaking of children of her first cousins ordinarily referred to them as cousins, but this seems not of much significance. One addressing a letter to a second cousin would ordinarily address it “My dear cousin” rather than “My dear second cousin.” So of speaking of a second cousin, the qualifying word “second” would ordinarily not be used unless particularly to designate the degree of the cousinship. The children of the cousins who were living when the will was executed who predeceased the testatrix were numerous. They take per stirpes under sec. 238.13, Stats. Will of Griffiths, 172 Wis. 630, 179 N. W. 768. They take per stirpes, if at all. They were as well even better known to the testatrix than the children of the two' cousins of the testatrix who died before the will was made. It is not likely that the testatrix intended that the children of the two would take more or differently than the children of the named then living first cousins who might predecease her. Had she so understood it is likely that she would have changed her will to put upon the same basis all the children of her first cousins who predeceased her, except those whom she especially preferred by giving them specific legacies or devises. On the whole it would seem that the testatrix did not intend that her second cousins should take equally with her first cousins. As she provided specific legacies for such of her second cousins as she wished especially to prefer over her other relatives, it is not likely that she intended any especial bounty to any others of her second cousins. By her statement in the conclusion of the long repeater paragraph of the residuary clause “among my cousins hereinbefore enumerated” she meant first cousins. She had not enumerated any second cousins. Her natural thought was that, the two cousins being dead, their children *187 should have their share. The will, with the aid of sec.

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Bluebook (online)
298 N.W. 624, 238 Wis. 181, 1941 Wisc. LEXIS 30, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-porter-wis-1941.