In Re Estate of Lutzi

266 Minn. 294
CourtSupreme Court of Minnesota
DecidedAugust 16, 1963
Docket38,910
StatusPublished
Cited by2 cases

This text of 266 Minn. 294 (In Re Estate of Lutzi) is published on Counsel Stack Legal Research, covering Supreme Court of Minnesota 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 Lutzi, 266 Minn. 294 (Mich. 1963).

Opinion

266 Minn. 294 (1963)
123 N.W.(2d) 618

IN RE ESTATE OF J. WARREN LUTZI.
NORTH STAR RIFLE CLUB, INC., FORMERLY KNOWN AS UNITED SPORTSMEN'S RIFLE CLUB, INC.
v.
JUNIOR UNITED SPORTSMAN'S RIFLE CLUB.

No. 38,910.

Supreme Court of Minnesota.

August 16, 1963.

*295 Marshall S. Snyder, for appellant.

F. Gordon Wright and C. Alfred Bergsten, for respondent.

THOMAS GALLAGHER, JUSTICE.

This appeal involves construction of a provision in the will of J. Warren Lutzi, deceased. The will was admitted to probate in the probate court of Hennepin County on August 3, 1959, following decedent's death on July 2, 1959. It was executed June 5, 1958, and the provision referred to is as follows:

"The entire residue and balance of my Estate, I direct my Executor to place in trust for a period of five (5) years in any Savings Bank under the Federal Deposit Insurance Act, at the highest going rate, said interest payments to be used exclusively by the United Sportsmens Rifle Club for the construction of or extension of an cutdoor covered small bore firing range to be known as the J. Warren Lutzi Memorial."

The problem relates to identification of the "United Sportsmens Rifle Club" named in this clause. The North Star Rifle Club, Inc., was originally incorporated under the name United Sportsmen's Rifle Club, Inc., in 1939. By amendment to its articles of incorporation dated May 27, 1952, this name was changed to the North Star Rifle Club, Inc., and this organization — of which testator was an active member, and at times an officer until about 1950 — contends that it is the one which he intended to benefit under the above provision.

During decedent's association with this organization it sponsored a group known as Junior Sportsmen's Rifle Club. However, Junior United Sportsman's Rifle Club, which is the appellant here, and which is not to be confused with Junior Sportsmen's Rifle Club, was not incorporated prior to an interlocutory decree of the probate court of Hennepin County dated November 15, 1961, which determined that testator intended to favor it as beneficiary under the clause quoted. At all times prior to its incorporation it had been known as Junior United Sportsmen's Association Rifle Club and had operated under the sponsorship of still another corporation, United Sportsmen's *296 Association, Inc., which was dedicated to conservation matters. On February 6, 1962, subsequent to the interlocutory decree described, and pending an appeal therefrom to the district court by the North Star Rifle Club, Inc., Junior United Sportsmen's Association Rifle Club was incorporated under its present name, Junior United Sportsman's Rifle Club. As is evident, the word "Association," which had been included in its previous designation, was omitted at this time.

The interlocutory decree of the probate court referred to included the following:

"That at the date of execution of said Will on June 5th, 1958, there was no organization in existence that fit the description of the beneficiary, the United Sportsmens Rifle Club. That the North Star Rifle Club, prior to January 17, 1952, was known as United Sportsmen's Rifle Club, but ever since that date has been named and styled the North Star Rifle Club, by which name it has been generally known to the public ever since its name was changed in 1952. That at the time the decedent executed said Will, the Junior United Sportsmens Rifle Club of Minneapolis, Minnesota, was an auxiliary and unincorporated organization associated with the United Sportsmens Association of Minnesota, Inc. [This is a third organization not involved in these proceedings.] That it is not an incorporated association now or at the time of execution of the Will, but was the organization which the decedent intended to name as the beneficiary of the foregoing bequest."

In a memorandum attached to this decree, the probate court stated:

"* * * The language of the decedent names the beneficiary as `United Sportsmens Rifle Club.' One contestant is named the North Star Rifle Club, and the other contestant is named Junior United Sportsmens Rifle Club. At the time decedent executed the Will, neither beneficiary answered the description used by the testator. Although the description appears clear on its face, it becomes ambiguous when an attempt is made to find a beneficiary who answers the description as of the date of the execution of the Will, which is controlling. *297 This, the Court feels, is a latent ambiguity, and under such circumstances, the Court must examine, including extrinsic evidence, all proper evidence to determine what the decedent intended, the intention of the decedent being the paramount consideration. * * *

"It appears here that [what] the beneficiary intended is an unincorporated association, consisting of members of the United Sportsmen's Association. That under the Articles of Incorporation of the United Sportsmen's Association, there is no authority for this organization, as its purposes as expressed in the Articles do not include the activities of the unincorporated association, as the parent organization is a conservation organization with limited purposes. However, the unincorporated association, nevertheless, does exist, and it was with this association that the decedent had his chief interests and which he intended to benefit. He has provided for a trustee to hold the property and his intentions can be fulfilled. This is frequently the purpose of having a trustee. If it is necessary that the association be incorporated, to hold title to property to carry out the purpose of the trust, this can readily be done subsequent to the establishment of the trust."

On the appeal to the district court this portion of the interlocutory decree was reversed, and findings and conclusions were made determining that the North Star Rifle Club, Inc., a Minnesota corporation, previously known as the United Sportsmen's Rifle Club, was the organization which testator intended as beneficiary in the provision described. In a memorandum accompanying such findings (wherein respondent here, who was appellant in the district court proceedings, is referred to as appellant), the district court set forth the following:

"Two organizations claim to qualify as beneficiaries under the provisions of testator's last will and testament executed June 5, 1958. Each lays claim to have been known to the testator as `United Sportsmen's Rifle Club' as mentioned in the will.

"The Appellant [the North Star Rifle Club, Inc.] was known by that name for a number of years from 1939 until 1952 when it changed its official name to `North Star Rifle Club, Inc.,' continuing, *298 however, to use both names thereafter for a time. During at least two of these years, it was known to the Testator exclusively as `United Sportsmen's Rifle Club'. He was an officer thereof, namely, the Treasurer, and his wife, whom he married after both became members of the Appellant organization, also served as a director thereof. While the circumstances under which the Testator dropped out as a member of Appellant's organization in 1951 are somewhat obscure, it is significant that the Testator's wife became seriously ill with a liver disease about 1954, from which ailment she died early in 1958. It is also significant that the Testator, beginning in 1951 and continuing for some time thereafter, found the demands upon his time in his employment and union activities of such a nature as to worry him.

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Related

Hurtig v. Gabrielson
525 N.W.2d 612 (Court of Appeals of Minnesota, 1995)
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185 N.W.2d 767 (Supreme Court of Iowa, 1971)

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Bluebook (online)
266 Minn. 294, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-lutzi-minn-1963.