Estate of Sipchen

193 N.W. 385, 180 Wis. 504, 1923 Wisc. LEXIS 144
CourtWisconsin Supreme Court
DecidedMay 1, 1923
StatusPublished
Cited by20 cases

This text of 193 N.W. 385 (Estate of Sipchen) 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 Sipchen, 193 N.W. 385, 180 Wis. 504, 1923 Wisc. LEXIS 144 (Wis. 1923).

Opinion

Doerfler, J.

On April 4, 1921, John J. Sipchen died testate, leaving him surviving his widow, eight children, and two minor grandchildren, children of a deceased daughter, Theresa M. Hummer. Under the will, which was duly admitted to probate, the sum of $15,000 was left in trust, the income thereof to be paid to two of testator’s children, namely, Rose Sipchen and Anastasia Sipchen. To the widow, Lena Sipchen, there was bequeathed and devised the sum of $5,000, the household furniture, and the use of the homestead. All the residue and remainder of the estate of the deceased was equally divided between the widow and the children of the deceased. Two of the children, Charles Sipchen and Anastasia Sipchen, were appointed as executor and executrix.

Upon admission of the'will to probate due administration was thereupon had in the county court of Milwaukee county, and prior to the entry of a final decree a petition was filed by Anastasia Sipchen, executrix, in which, among other things, she prayed that in the final distribution of the assets of said [507]*507estate a certain alleged agreement entered into by and between certain of the parties interested in the estate should be given legál effect and considered in such final distribution. The agreement is as follows:

> “State of Wisconsin,
“Milwaukee County — County Court — In Probate.
“In the Matter of the Estate of John J. Sipchen, deceased.
“We, the undersigned, mutually agree that we have received from the above named deceased, during his lifetime, the following advancements, set opposite our respective names, said advancements to be taken into consideration and deducted from each respective equal share left to us in and
by the will of said deceased:
John G. Sipchen.$4,000
Charles Sipchen .,. 1,500
Peter Sipchen. 4,000
Mrs. George Roemer. 4,000
Mrs. Charles Priester . 4,200
Mrs. Theresa Hummer. 8,500
“Dated this 25th day of April, 1921.
“J. G. Sipchen,
“Charles Sipchen,
“Peter Sipchen,
“Mrs. Charles Priester, “Mrs. George Roemer,
“S. T. Hummer,
“(Husband of Mrs. Theresa M. Hummer, deceased).”

Upon a hearing had in such matter the county court found that the agreement is a valid and binding agreement between the parties, except as to the two minors, Robert Hummer and Mary Hummer¡ and it was ordered and adjudged that in the distribution of the assets of the estate the executor and executrix be required to deduct from the respective shares due the adult children who signed said agreement the amounts set opposite their respective names in said agreement, and that the sums so deducted shall be distributed in accordance with the residuary clause of said last will and testament.

[508]*508The five children whose interests were affected by the judgment of the county court, upon exceptions duly filed, thereupon prosecuted this appeal to this court.

Has the county court, invthe exercise of the jurisdiction conferred upon it by the provisions of the statutes, the power to recognize the agreement so entered into and to give it legal effect in its final decree? Sec. 2443, Stats., defines the jurisdiction of the county court, and that portion of the statute involved reads as follows:

“Section 2443. The jurisdiction of the county court shall extend to the probate of wills and granting letters testamentary and of administration on the estates of all persons deceased ... ; to all cases of constructions of wills admitted to probate in such court; . ... and such court shall have and exercise such other jurisdiction and powers as are or may be conferred by law.”
“The jurisdiction is limited, as to the subjects to which it attaches, to matters prescribed by law, but is general as to all matters in which it has any jurisdiction.” Gary, Probate Law (3d ed.) p. 18, § 23.

Under the jurisdiction so conferred by statute the court clearly had'jurisdiction of the persons, they being among the beneficiaries provided for. in the will. Did the court, however, have jurisdiction of the subject matter involved in this agreement? The court’s jurisdiction of the subject matter is designed primarily for two purposes: first, to enable creditors of the deceased to present their claims for. adjudication, so as to enable them to participate in the distribution of the assets; and second, to distribute the remainder of the property in accordance with the provisions of the last will and testament. Proceedings in the probate court are in the nature of proceedings in rem, and are designed to. affect the deceased’s property solely in order to accomplish the fundamental objects for which a county court takes jurisdiction and pursues administration. If it cap be legally held that. [509]*509the amounts involved in the agreement are referable to the estate of the deceased and that such amounts properly constitute a part of the deceased’s estate, the county court has primary jurisdiction, and, in a sense, exclusive jurisdiction, for under the repeated decisions of this court, while the circuit court as a court of general jurisdiction under certain conditions can administer, nevertheless its general jurisdiction is suspended in the interests of the county court unless the latter does not afford a complete and adequate remedy.

Had the deceased died intestate, the agreement, if valid, unquestionably could be taken into consideration. See secs. 3956-3961, Stats.

“The doctrine of advancements is . . . based on the as-, sumed desire of the donor to equalize the distribution of his estate among his children. Hence the very foundation of the rule prevents the doctrine from applying unless the ancestor dies wholly intestate, and such is the general rule in the absence of statute, both in England and in the United States.” 1 Ruling Case Law, p. 657, § 6.

Where, however, the deceased leaves a will, it must be assumed that any and all advancements have been duly con/-sidered by the testator, and that the distribution of his estate to the- objects of his bounty in accordance with the will represents his wishes in the matter, and the will when admitted to probate becomes final on the subject. By this it is not intended, however, that a testator cannot by the terms of his will provide that advancements shall be taken into consideration in the disposition of his estate, but that in a testate’s estate the advancements become effective merely by virtue of the provisions of the testamentary instrument. There is nothing in the will which discloses an intention of the testator to distribute his estate upon any theory or scheme involving advancements. Special provisions are included in the document for certain members of his family, and the only provision which pertains to an equality of distribution [510]

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Bluebook (online)
193 N.W. 385, 180 Wis. 504, 1923 Wisc. LEXIS 144, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-sipchen-wis-1923.