In Matter of Estate of Eisenberg

280 N.W.2d 359, 90 Wis. 2d 620, 1979 Wisc. App. LEXIS 2691
CourtCourt of Appeals of Wisconsin
DecidedMay 31, 1979
Docket78-461
StatusPublished
Cited by1 cases

This text of 280 N.W.2d 359 (In Matter of Estate of Eisenberg) is published on Counsel Stack Legal Research, covering Court of Appeals of Wisconsin primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Matter of Estate of Eisenberg, 280 N.W.2d 359, 90 Wis. 2d 620, 1979 Wisc. App. LEXIS 2691 (Wis. Ct. App. 1979).

Opinion

CANNON, P.J.

The facts are simple. Betty and Jack Eisenberg were married in 1931. Betty Eisenberg executed her will in 1945, which left all of her estate to her children. She died January 5, 1977, and her will was admitted to probate on January 20, 1977. Alvin Eisenberg, the co-personal representative of the estate, is the sole surviving child of the marriage, and is the appellant in this action.

On June 3, 1977, Jack Eisenberg, the respondent, filed an election under sec. 861.05, Stats. 1 for a share of his *623 wife’s estate, and a selection of personal property under sec. 861.33, 2 Stats. The appellant moved to deny the election and selection, contending that secs. 861.05 and 861.33, Stats, are unconstitutional. On August 7, 1978, the trial court denied the appellant’s motion. The appellant appeals from that order. We find four issues on appeal:

1. Do secs. 861.05 and 861.33, Stats, violate the alleged right to dispose of property contained in art. I, §1 of the Wisconsin Constitution?

2. Do secs. 861.05 and 861.33, Stats, violate the equal protection clause of the fourteenth amendment to the United States Constitution, or the equal protection clause contained in art. I, §1 of the Wisconsin Constitution?

3. Do secs. 861.05 and 861.33, Stats, violate the due process clause of the fourteenth amendment to the United States Constitution ?

4. Do secs. 861.05 and 861.33, Stats, violate the United States or Wisconsin Constitutions by being applicable *624 to all people dying after April 1, 1971, even when their wills were created prior to April 1, 1971?

Each issue shall be answered separately.

RIGHT TO DISPOSE OF PROPERTY

The appellant first contends that secs. 861.05 and 861.-33, Stats, are “unreasonable regulations of the constitutional right to dispose of property as one chooses.” He concludes this makes those statutes unconstitutional.

The Wisconsin Supreme Court has long held that the right to take property, either by inheritance or will, is part of the “inherent rights” which governments were created to conserve. Nunnemacher v. State, 129 Wis. 190, 202, 108 N.W. 627 (1906). The court has made it clear that, unlike many states which consider the right to dispose of property by will to be purely a statutory right, in Wisconsin:

[T] he right to make a will is secured by the constitution, and . . . the legislature can regulate succession by will or descent in intestacy within reasonable limits, but it cannot impair such rights substantially or take them away entirely. Estate of Ogg, 262 Wis. 181, 186, 54 N.W.2d 175 (1952), quoting from 1 Page, Wills (2d ed.), p. 37, sec. 22.

At other times the supreme court has referred to this right as a “sacred right.” Will of Szperka, 254 Wis. 153, 157, 35 N.W.2d 209 (1948). The pursuit of happiness clause in art. I, §1 of the Wisconsin Constitution 3 has been interpreted to contain this “inherent right” to dis *625 pose of property by will. Nunnemacher, supra at 200, 202. However, at the same time it recognized this “inherent right,” the supreme court also made it clear that “these rights are subject to reasonable regulation of the legislature.” As examples of proper methods of government regulation of this right, the court listed the following:

[L]ines of descent may be prescribed, the persons who can take as heirs or devisees may be limited, collateral relatives may doubtless be included or cut off, the manner of the. execution of wills may be prescribed, and there may be much room for legislative action in determining how much property shall be exempted entirely from the power to will, so that dependents may not be entirely cut off. These are all matters within the field of regulation. Nunnemacher, supra at 202.

Thus, the regulation contained in secs. 861.05 and 861.38, Stats.' does not violate the “pursuit of happiness” clause if it is “reasonable.”

Section 861.05, Stats, modifies and replaces the dower and curtesy statutes formerly contained in secs. 233.13-233.14, Stats. Although the constitutionality of the old dower and curtesy statutes were always upheld by the supreme court, the appellant contends that “[s]ociety has changed substantially in the last decade,” therefore rendering the elective share contained both in sec. 861.05 and the old dower statutes an unreasonable regulation of the “inherent right” to dispose of property as one chooses.

We disagree with this contention. The fact that some men and women would not be left destitute by the death of their spouse, even if they were not provided for in the will, is certainly no argument that the legislature cannot regulate the right of a person to dispose of property. We are not aware of any societal changes in the last ten years which are so fundamental as to make secs. 861.05 and 861.33 unreasonable.

*626 The appellant further contends that the unreasonableness of the regulation contained in secs. 861.05 and 861.-38 is exemplified by comparing those statutes with the method for dividing property contained in Wisconsin divorce statutes. 4 He also mentions community property jurisdictions where inherited property, appellant contends, is excluded from a surviving spouse’s elective rights.

We agree that the Wisconsin Statutes in providing for surviving spouses in Wisconsin are different from that established in community property states. We also agree that in Wisconsin the method for dealing with inherited property upon divorce is substantially different than the method for dealing with inherited property upon the death of one spouse. However, this court is not convinced that the statutes in question are unreasonable or unconstitutional. There is no requirement that statutes dealing with different aspects of society need to be either consistent or uniform. One of the great strengths of the legislative system is that legislatures are free to experiment with various methods for improving societal organization. In this case, statutes regulating the right of a person to dispose of property as he or she desires need only be reasonable to survive constitutional scru *627 tiny under the pursuit of happiness clause of the Wisconsin Constitution. These statutes are reasonable.

In reaching this conclusion, we have neither considered the length of the marriage in this case, nor the desire of Mrs. Eisenberg to dispose of her property as expressed in her will. These factors are superfluous. The statute is broadly written to cover every marital estate, and contains no exceptions.

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Bluebook (online)
280 N.W.2d 359, 90 Wis. 2d 620, 1979 Wisc. App. LEXIS 2691, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-matter-of-estate-of-eisenberg-wisctapp-1979.