In Re Estate of Klauzer

2000 SD 7, 604 N.W.2d 474, 2000 S.D. LEXIS 6
CourtSouth Dakota Supreme Court
DecidedJanuary 12, 2000
DocketNone
StatusPublished
Cited by40 cases

This text of 2000 SD 7 (In Re Estate of Klauzer) is published on Counsel Stack Legal Research, covering South Dakota Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Estate of Klauzer, 2000 SD 7, 604 N.W.2d 474, 2000 S.D. LEXIS 6 (S.D. 2000).

Opinion

*476 SABERS, Justice

[¶ 1.] Frank Klauzer, personal representative of John Klauzer’s estate, appeals: (1) the Order of distribution of the estate in sixteen equal shares; (2) the denial of claimed compensation and reimbursement for expenses; and (3) a subsequent Order denying Frank the authority to appeal on behalf of the estate. We affirm.

FACTS

[¶ 2.] On March 26, 1993, Frank was appointed to act as Guardian and Conservator for his brother, John, who had suffered a severe stroke. In this capacity, Frank was required to inventory, account and manage the property of John and provide an annual accounting of John’s estate. Frank was compensated for those services.

[¶ 3.] On September 9, 1996, John passed away. His estate was valued at $1.4 million. Pursuant to John’s will, Frank was appointed personal representative of the estate on October 11, 1996. Wade Klauzer, John’s nephew, petitioned for supervised administration and the trial court ordered the same.

[¶ 4.] John’s will, dated August 30, 1990, disposed of the majority of his estate in the following residuary clause:

THIRD: I hereby give, devise and bequeath unto my brother, Thomas Klauzer, my sister, Agnes Blake, my sister, Anna Malenovsky Baker, my brother, Raymond Klauzer, my niece, Jenny Cul-ver, my niece, Judy Klauzer, my niece, Bernice Cunningham, my nephew, Wade Klauzer, my nephew, Jim Klauzer, my niece, Debra Klauzer, friends, Douglas Olson and Fern Olson, and my friends, William Hollister and Shirley Hollister, my brother, Frank Klauzer, and my sister-in-law, Patricia Klauzer, all of my property of every kind and character and wheresoever situated, in equal shares, share and share alike. That should any of the individuals above named predecease me, then their share of my estate shall go to their decedent’s [descendant’s] 1 surviving.

■ [¶ 5.] On December 22, 1998, the trial court ordered that (1) the residuary clause be distributed in sixteen equal shares and that (2) Frank be compensated for his services and expenses in the amount of $11,000. Frank petitioned the trial court requesting (3) authorization to appeal the decision on behalf of the estate, which was denied. Frank appeals all three issues in his personal capacity.

[¶ 6.] 1. WHETHER THE TRIAL COURT ERRED IN DIVIDING THE ESTATE IN SIXTEEN EQUAL SHARES INSTEAD OF FOURTEEN.

[¶ 7.] Frank argues that the twelve Klauzer relatives named in clause number three should take one share each while friends, Doug and Fern Olson and William and Shirley Hollister, should receive one share per couple resulting in a ¾⅜ th division of the estate. He relies heavily on what he terms the “grammatical geometries” of the clause to support his contention: i.e., (1) the placement of the commas between the names of the devisees and the indication of relationship for the twelve heirs, but not for Olsons and Hollisters; (2) the word “and,” which connects the spouses’ names, is claimed as evidence that John intended for each couple to receive one share; and (3) his claim that in his previous will, John referred to his relatives individually and to his friends collectively as married couples which evidenced his continued intention to treat his married friends as one unit, not as individuals.

[¶ 8.] On the other hand, Olsons and Hollisters argue that all named individuals should take in equal shares resulting in a ⅜⅛ division of the estate. For support, they point to John’s will which: (1) refers *477 to all sixteen heirs as “individuals”; (2) indicates that if any of the “individuals above named” predecease him, their share is to go to their “[descendant’s] surviving”; and (3) provides that the named parties are to receive his property “in equal shares, share and share alike.” They further argue that if John intended to treat them as two units, he would have repeated the exact language he used in his previous will. Instead, he materially altered his language which indicated his later intention to treat them as four individuals instead of two units.

[¶ 9.] Our goal in interpreting a will is to discern the testator’s intent. If the intent is clear from the language used, that intent controls. However, “[i]f ... doubt remains as to decedent’s intent, the language used and the circumstances surrounding the execution of the writing will again be examined in light of pertinent rules of construction.” In re Estate of Nelson, 250 N.W.2d 286, 288 (S.D.1977) (citations omitted). Our inquiry is limited to what the testator meant by what he said, not what we think the testator meant to say. In re Trust of Cross, 551 N.W.2d 344, 346 (Iowa Ct.App.1996) (citation omitted).

[¶ 10.] In determining whether testamentary language is ambiguous, we have stated: “Language is ambiguous when it is reasonably capable of being understood in more than one sense.” In re Estate of Jetter, 1997 SD 125, ¶ 20, 570 N.W.2d 26, 30-31 (quoting In re Estate of Olson, 332 N.W.2d 711, 713 (S.D.1983) (citation omitted)). “ ‘[A]n ambiguity is not of itself created simply because the parties differ as to the interpretation of the [will].”’ Id. 1997 SD 125, ¶20, 570 N.W.2d at 31. (quoting City of Watertown v. Dakota, Minnesota & Eastern RR Co., 1996 SD 82, ¶ 21, 551 N.W.2d 571, 576 (quoting Johnson v. Johnson, 291 N.W.2d 776, 778-79 (S.D.1980))). “This [c]ourt reviews [the interpretation of] a will de novo, with no deference given to the trial court’s interpretation.” Id. (citing In re Estate of Bol, 429 N.W.2d 467, 470 (S.D.1988)). “All the words and provisions appearing in [a] will must be given effect as far as possible, and none should be cast aside as meaningless.” Id. (quoting In re Estate of Bock, 85 S.D. 113, 177 N.W.2d 734, 735 (S.D.1970)). Extrinsic evidence is admissible to clarify any ambiguity. In re Estate of Brown, 559 N.W.2d 818, 822 (ND 1997); In re Estate of Rogers, 473 N.W.2d 36, 39 (Iowa 1991).

[¶ 11.] The third clause in John’s will, as set forth above, names each individual followed by their relationship to John. Olsons and Hollisters are referenced as follows: “friends, Douglas Olson and Fern Olson, and my friends, William Hol-lister and Shirley Hollister....” Each spouse is named as an individual. They are not referred to as “Mr. and Mrs. Olson” nor as ‘William and Shirley Hollis-ter.”

[¶ 12.] The clause contains other language to support the position that John intended that his estate be divided sixteen ways versus fourteen ways. After naming all sixteen individuals, the clause provides that they should receive his property “in equal shares, share and share alike. That should any of the individuals

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Bluebook (online)
2000 SD 7, 604 N.W.2d 474, 2000 S.D. LEXIS 6, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-klauzer-sd-2000.