In re the Estate of Wendl

684 P.2d 1320, 37 Wash. App. 894, 1984 Wash. App. LEXIS 3139
CourtCourt of Appeals of Washington
DecidedJune 26, 1984
DocketNo. 5656-2-III
StatusPublished
Cited by3 cases

This text of 684 P.2d 1320 (In re the Estate of Wendl) is published on Counsel Stack Legal Research, covering Court of Appeals of Washington primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re the Estate of Wendl, 684 P.2d 1320, 37 Wash. App. 894, 1984 Wash. App. LEXIS 3139 (Wash. Ct. App. 1984).

Opinion

Thompson, J.

Jack Gustavel appeals an adverse ruling on summary judgment with respect to the testator's intent in disposing of his estate. We affirm.

John S. Wendl died testate, having executed a handwritten will by filling in most of the blanks on a preprinted form. The will was admitted to probate, but when Frank Wendl, the executor, submitted his final report and petition [896]*896for distribution, Jack Gustavel filed an objection.

The testator, John Wendl, married Eunice Zittel Wynn, who had one daughter from a prior marriage, Alice Wynn Gustavel. Alice Gustavel has children and grandchildren. John and Eunice Wendl had no children, but John Wendl was survived by an unmarried sister, Frances Wendl, and a brother, Frank Wendl. Frank Wendl has no children of his own but has stepchildren.

Eunice, who predeceased John in 1978, died testate, leaving her entire estate valued at $342,713.70 to her daughter Alice. Her will revealed that both she and John had strictly segregated their property.

Through a joint bank account, John received $16,478.26 at the time of Eunice's death. The house John resided in at the time of his death was also his wife's property.

In paragraph 4 of John's will, entitled "Disposition of Estate", he printed in ink:

I give, devise and bequeath unto Frank E Wendl and Frances R Wendl my entire estate (V2 to each) except:
To Alice $5,000.00
[To Alice's children and grandchildren, $1,000 each.]

He left the "Residue" clause, paragraph 6, blank. On page 2 of the will, he handwrote in pencil:

My wishes are that Frank & Frances use my bequeath for their own desires but I would like it if they made some gifts to churches etc for me
Also I'd like it if in their wills they pass on what they cant use to Alice & her descendents

Alice's son Jack contends the will created only life estates in Frank and Frances or in the alternative a trust for as long as they lived. The court granted Frank's motion for summary judgment and denied Jack's motion for reconsideration. Both the executor and Jack submitted affidavits containing statements attributed to John concerning his estate and its disposition.

Jack first argues the trial court erroneously refused to consider extrinsic evidence in construing the will. The trial court found the language of John's will "clearly evidence[d] [897]*897[his] intention". Thus, the language was unambiguous and " require [d] no extrinsic evidence to either explain it or to provide a framework within which it [could] be construed".

A distinction should be made between will "interpretation" and will "construction". While interpretation is the "process of discovering the meaning or intention of the testator from permissible data", construction, in a technical sense, is "assigning meaning to the instrument when the testator's intention cannot be fully ascertained from proper sources". T. Atkinson, Wills § 146, at 809-10 (2d ed. 1953). Construction is predictably necessary only when interpretation fails to answer the questions relevant to disposition of the testator's property. T. Atkinson, at 810. "Indeed, if the meaning of the will is clear, equity will refuse to entertain a suit to construe." T. Atkinson, at 808. See also In re Estate of Riemcke, 80 Wn.2d 722, 729, 497 P.2d 1319 (1972) (where intent is clearly manifested in the language of the whole will, technical rules of construction may not be invoked to thwart such intent).

Extrinsic evidence is not admissible to vary or supplement the terms of the will. T. Atkinson, at 810. Whenever possible, the "actual intent" of the testator should be garnered from the four corners of the will "unaided by extrinsic facts". In re Estate of Riemcke, at 729-30. However, even where no ambiguity exists in the will language so as to invoke the rule against construction, it is still necessary to construe and give effect to the testator's intent from the will language. In re Estate of Riemcke, at 728. Thus, though in construing intent from the words of the will, the court may not rewrite the will, it is nevertheless appropriate to consider "the situation as it existed when the will was drawn" with an awareness of "all the surrounding circumstances". Anderson v. Anderson, 80 Wn.2d 496, 499, 495 P.2d 1037 (1972).

In this case, Jack asks the court to fit the extrinsic evidence of John's intentions into the "surrounding circumstances" rule. But surrounding circumstances pertain to objective factors, not contemporaneous statements of John. [898]*898See, e.g., In re Estate of Newbert, 16 Wn. App. 327, 555 P.2d 1189 (1976) (circumstances to be considered in determining if the testator intended a class gift: the fact of whether there is a natural class among the beneficiaries, the relationship of the testator to the objects of his bounty, the subject matter of the gift, and the skill of the draftsman of the will).

Regardless of ambiguity, that which the trial court could consider under the surrounding circumstances rule would include that John drafted his own will, apparently without the aid of an attorney; that John's wife, who predeceased him, left her sizable estate to the will challenger's family; that John had no natural children but had a stepchild; and that John's sister had no children, but his brother had stepchildren. The trial court, as it correctly determined, could not consider John's oral declarations unless the will language was ambiguous. The rule is logical because such evidence is highly susceptible to fraud. It is inherently unreliable. 4 W. Bowe & D. Parker, Page on Wills § 32.9, at 271 (1961).

Jack next contends John left the residue paragraph blank because he believed the disposition stated in paragraph 4 spoke to all situations. He argues if the will is to be given the trial court's interpretation, a lapsed bequest would have passed intestate because neither Frank nor Frances would be survived by issue. Jack points to the fact the language of page 2 was not indented nor preceded by a comma and the first word is not capitalized. Thus, he maintains the will is just as susceptible to the interpretation that John intended to except the page 2 interest from the estate to Frances and Frank as is the interpretation he only intended to except the specific bequests listed to the stepchildren and step-grandchildren. Jack further argues John failed to use the residue paragraph when he was obviously aware of the possibility that Frank or Frances could predecease him. Therefore, he concludes, extrinsic evidence should have been used to explain this ambiguity.

The trial court correctly decided that these factors do not [899]*899give rise to an ambiguity so as to make Jack's construction of the will language just as logical as the trial court's. First, paragraph 4 is printed in ink with a space left after the list of specific gifts; the language at page 2 is written, not printed, and in pencil, not ink. Next, the writing at page 2 should not be construed as beginning with the lower case rather than upper case letters.

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Bluebook (online)
684 P.2d 1320, 37 Wash. App. 894, 1984 Wash. App. LEXIS 3139, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-wendl-washctapp-1984.