Hitz v. Estate of Hitz

319 N.W.2d 137, 54 A.L.R. 4th 1087, 1982 N.D. LEXIS 275
CourtNorth Dakota Supreme Court
DecidedMay 13, 1982
DocketCiv. 10102
StatusPublished
Cited by10 cases

This text of 319 N.W.2d 137 (Hitz v. Estate of Hitz) is published on Counsel Stack Legal Research, covering North Dakota Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hitz v. Estate of Hitz, 319 N.W.2d 137, 54 A.L.R. 4th 1087, 1982 N.D. LEXIS 275 (N.D. 1982).

Opinions

ERICKSTAD, Chief Justice.

The County Court of Eddy County entered a judgment on September 17, 1980, denying a request by Frank J. Hitz for an order requiring the administrator of the John Hitz estate to execute a deed conveying to Frank the quarter section of farmland described by paragraph four of John’s last will and testament. Frank appealed to the district court which entered a judgment, on August 14, 1981, affirming the judgment of the county court. Frank has now filed an appeal with this Court from the judgment of the district court. We reverse and remand.

On this appeal we are asked to interpret the following provision of John Hitz’s will:

“FOURTH. I give and devise the Southeast Quarter (SEVi) of Section Ten (10), in Township One Hundred Forty-nine (149), Range Sixty-eight (68), Wells County, North Dakota, to my son, Frank J. Hitz, provided that he shall pay to my daughter, Ann Pécora of New York, the sum of Four Thousand Dollars ($4000.00), and provided further, that I hereby give and devise to my wife, Magdalena Hitz, a life estate in said land.”

Prior to John’s death in 1962, he and his son, Frank, farmed the 880 acres of farmland owned by John. John’s will provided that Frank was to receive a remainder interest in fee to 560 acres of the farmland subject to a life estate interest in John’s wife, Magdalena Hitz. John’s will further provided under paragraph three that Frank was to receive a remainder interest in another 160 acres, subject to a life estate interest in Magdalena, “provided that he shall pay” to John’s son, Ludwig, the sum of $5,000. Paragraph four of John’s will, the disputed provision in this case, provided that Frank was to receive a remainder interest in an additional 160 acres, subject to a life estate in Magdalena, “provided that he shall pay” to John’s daughter, Ann Pé-cora, the sum of $4,000.

Ann died during January, 1966, and it is undisputed that Frank made no attempt to pay Ann the $4,000 prior to that time. During 1975, Frank paid Ludwig $5,000 in satisfaction of the third paragraph of John’s will. Frank testified that shortly thereafter he attempted to contact Ann’s heirs in New York to pay the $4,000 in satisfaction of paragraph four of John’s will. During 1977 and 1978, there is a series of letter correspondence between Frank’s attorney and an attorney in New York City whereby Frank made an attempt to obtain documentation that Mike Pécora, Ann’s surviving spouse, was the person en[139]*139titled to receive the $4,000 payment. Magdalena died on February 11, 1980, at which time the life estate interest in the farmland which she received under John’s will terminated. The parties in this case stipulated at the July 14, 1981, hearing that on February 21, 1980, within two weeks after Magdalena’s death, Frank sent a check in the amount of $4,000 to Mike Pécora which he intended as payment under paragraph four of John’s will and that the check was returned to Frank by Mike Pécora.

On appeal the attorneys for Magdalena’s estate and for the personal representative of the estate, Margaret Hitz Settelmeyer, assert that the requirement for payment of $4,000 to Ann under paragraph four of John’s will constituted a condition precedent to Frank’s receipt of an interest in the farmland under that provision. They further assert that Frank failed to fulfill the condition precedent by his failure to pay the $4,000 to Ann prior to her death in 1966 and that, as a consequence, Frank’s interest in the estate did not vest in him but instead merged with Magdalena’s life estate interest resulting in her owning a fee interest in the farmland which passed by the residuary clause of her will to Margaret Hitz Settel-meyer. Frank asserts that paragraph four of John’s will did not impose a condition precedent to the vesting of his interest in the farmland specified in that paragraph but that, upon John’s death, Frank received a vested remainder interest in that farmland which was subject to an equitable charge or lien securing payment of Ann’s $4,000 legacy. Frank further asserts that the $4,000 charge or lien was not enforceable against his interest in the farmland until Magdalena’s death when her life estate interest terminated and Frank thereby came into possession of the farmland.

The court’s purpose in construing a will is to ascertain the intention of the testator as it appears from a full and complete consideration of the will when read in light of the surrounding circumstances. In re Estate of Bogner, 184 N.W.2d 718 (N.D.1971).

In this case R. G. Manly, the attorney who drafted John Hitz’s will, was permitted to testify as to his opinion of the proper interpretation of paragraph four of John’s will, a part of which is as. follows:

“Q. Now, is it not true that when Ann Pécora died, and the fact that Frank Hitz had not paid or complied with the fourth paragraph here, did not the life estate merge with the remainder—
“MR. RUTTEN: I object. It is a matter of law and he is not qualified to answer that as a matter of fact.
“MR. HAUGLAND: He is a lawyer. “A. I am not sure of the legal angle but I think that is the way it goes, Ann was out.
* ‡ * sfc ⅜ • ¡fc
“Q. Was it not your opinion as ah attorney, was it not your opinion for the failure of Frank Hitz to pay Ann Pécora personally the $4,000 that this paragraph 4 lapsed?
“MR. RUTTEN: Same objection.
“A. Yes, that was my opinion. I thought that was my opinion. That is my opinion. That is what I want the Court to decide, if I am right or wrong.”

A number of jurisdictions, in cases involving a dispute over an ambiguous will provision, have permitted the scrivener of the will to give testimony reflecting upon the probable intent of the testator including such matters as communications between the testator and the scrivener, instructions given by the testator to the scrivener prior to or during preparation of the will, and circumstances surrounding execution of the will. See, In Re Estate of Sayewich, 413 A.2d 581 (N.H.1980); Festorazzi v. First National Bank of Mobile, 288 Ala. 645, 264 So.2d 496 (1972); Virginia National Bank v. United States, 443 F.2d 1030 (4th Cir. 1971); In Re Estate of Mangel, 51 Wis.2d 55, 186 N.W.2d 276 (1971); Wilson v. Flowers, 58 N.J. 250, 277 A.2d 199 (1971). However, we are unaware of any case authority permitting the scrivener of a will to testify for the purpose of giving his own opinion as to the proper legal interpretation of a provision in the will. Upon reviewing the transcript of [140]*140Manly’s testimony in this case we conclude that there was no testimony elicited from him which had any probative value regarding the testator’s intent under the disputed provision of the will. Consequently, Manly’s testimony in this regard is irrelevant for purposes of construing the will.

In the case of In Re Gray’s Estate, 27 N.D. 417,146 N.W.

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Hitz v. Estate of Hitz
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Bluebook (online)
319 N.W.2d 137, 54 A.L.R. 4th 1087, 1982 N.D. LEXIS 275, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hitz-v-estate-of-hitz-nd-1982.