Guenther v. Guenther

12 N.W.2d 727, 244 Wis. 386, 1944 Wisc. LEXIS 250
CourtWisconsin Supreme Court
DecidedDecember 6, 1943
StatusPublished
Cited by4 cases

This text of 12 N.W.2d 727 (Guenther v. Guenther) 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
Guenther v. Guenther, 12 N.W.2d 727, 244 Wis. 386, 1944 Wisc. LEXIS 250 (Wis. 1943).

Opinion

*388 Fairchild, J.

There is no question but that the bonds and cash, the subject of this litigation,■ were placed in the appellant’s possession as early as December 25, 1937. If a gift was then made, the claim of the respondents can have no foundation and the conclusion of the court that an express trust was created is wrong. On December 22, 1937, C. O. Guenther, then eighty-six years of age and in ill-health, wrote to appellant, his nephew, asking him to come to see him "right away so that you can get to see me while I am yet alive to* arrange things.” Johanna Volkmann, Guenther’s housekeeper, testified that a few days before this letter was posted, Guenther had given her an envelope containing the bonds to' keep for him as he was going to write Fred, the appellant, to come from Appleton and that he intended to give him the bonds.

Appellant received the letter on December 24, 1937, and thát afternoon drove to his uncle’s farm near Egg Harbor, Wisconsin, arriving there around suppertime. They talked until around 12 o’clock. Then, Christmas morning, the uncle handed the bonds (two $1,000 Victory notes due at that time and two $500 government bonds not yet due) and about $300 in cash, to appellant. After breakfast, Christmas morning, appellant returned to Appleton. The claim of the creation of a trust advanced and relied on by respondents is met first by declarations made by appellant immediately after the property was placed in his possession. In these declarations, appellant asserted an absolute gift to him. He showed the bonds to his wife and told her he had received them from liis uncle as a Christmas gift. Such declarations of ownership by a donee immediately after the gift and before the donor’s death under similar circumstances have been considered as admissible evidence. 24 Am. Jur. p. 797, sec. 128; Stevens v. People’s Savings Bank, 185 Iowa, 619, 171 N. W. 130. Subsequently he sold the two $1,000 bonds to a bank in Appleton and *389 deposited the money in his personal account. After telling his family that the bonds and cash had been given to him, upon the advice of his father-in-law who- anticipated a possible questioning of the validity of the gift by some of the other relatives, appellant on January 5, 1938, asked his uncle to confirm the gift in writing. The following memorandum was then written by the uncle and witnessed by his housekeeper, Johanna Volkmann: “I, C. O. Guenther, do order that the Victory notes remain in the hands of Fred Guenther at his disposal.” It appears that just before this, and oh December 29, 1937, Guenther had drawn and duly executed his will in which there is a clause suggesting that the right was given to appellant to have a portion of the uncle’s estate if he preferred such a division to the gift; but that in the event of his retaining the bonds and cash, the remainder of the estate was to be divided between the remaining nieces and nephews, thirteen in number. There is nothing in either the writing of the will or the language used in the so-called confirmation of January 5, 1938, that has the effect of destroying or impairing the intent actuating the donor when he delivered the personal property to appellant or of revoking the act then performed in consummation of such intent.

The respondents’ claim is further refuted. On January 31, 1938, pursuant to advice of an attorney, Mr. Albert Krug-meier, who thought that the note of January 5th was not entirely free from ambiguity, appellant asked his uncle to sign the following paper: “I hereby acknowledge and confirm my previous delivery of United States government bonds of the face value of $3,000 and cash amounting to $320 to my nephew Fred Guenther, of Appleton, as a gift and which bonds and cash are now in his possession, and declare the same to be his absolute property.” This was signed by C. O. Guenther, witnessed by the housekeeper and Carl Spiegl.

The facts thus far referred to are consistent with and fulfil all the requirements of a gift inter vivos. The declarations and admissions of the donor both before and after the alleged *390 gift serve the purpose of establishing the gift. They are corroborative of other testimony, 28 C. J. p. 675, sec. 80, and show an intent to part with the title. They also show that delivery was made of the subject matter to the donee and that the donor ended his dominion and control over the property. Madison Trust Co. v. Skogstrom, 222 Wis. 585, 269 N. W. 249; Miller v. Slater, 154 Wis. 35, 142 N. W. 124.

On the other hand, the facts relied upon by respondents to overthrow the theory of a gift and show that the delivery was in pursuance of an express trust, all came to pass subsequent to the time when the facts sustaining the claim of a complete transfer to appella'nt occurred. The respondents urge that the'will, executed December 29, 1937, four days after the delivery and seven days preceding the first paper of confirmation, indicates an intention of the uncle to create a trust. The important provision of that document to which reference has already been made reads:

“I now have as-part of my estate United States bonds for the sum of two thousand dollars . . . and are now in the possession of Fred Guenther, son of my brother, William Guenther, and it is my will that said amount should be divided equally between the heirs.

"Should it transpire that said bonds do not become a part of my estate for any-reason, then it is my will that said Fred Guenther should not take a share out of my estate but that said estate should be divided equally between the remaining thirteen herein named."

That provision is not inconsistent with the delivery of the bonds and the giving of complete control and dominion over them to appellant. And when read in connection with the confirmation of Jánuary 5, 1938, the will does not furnish any support for respondents’ contention. It would not change the executed gift into a conditional one by permitting the appellant to return the bonds to the estate and take a one-fourteenth share in the estate in exchange. The choice was *391 his. He had them “at his disposal.” But uncertainty, if any could be said to exist, was effectively eliminated by the instrument dated January 31, 1938.

C. O. Guenther died September 26, 1938, and'in the probate proceedings in the county court on final settlement the bonds were excluded from the estate by the judgment of the county court. Appellant did not seek to and was not allowed to participate in the division of the estate otherwise than to retain the gift. Under the evidence it cannot’ be contended seriously that the uncle intended to create a trust in favor of respondents and also to exclude the appellant from a share in the estate. The will and the later writings were drawn and executed before the respondents became interested or active in the matter of the disposition of the uncle’s property. Now to fail to1 construe the written evidence as indicating an intention to give the appellant the absolute right of retaining the bonds and cash would require overlooking what amounts to a plain and declared intention on the part of the donor to make a gift.

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Bluebook (online)
12 N.W.2d 727, 244 Wis. 386, 1944 Wisc. LEXIS 250, Counsel Stack Legal Research, https://law.counselstack.com/opinion/guenther-v-guenther-wis-1943.