Jankewicz v. Dmitrovsky

139 N.W.2d 662, 29 Wis. 2d 713, 1966 Wisc. LEXIS 1144
CourtWisconsin Supreme Court
DecidedFebruary 1, 1966
StatusPublished
Cited by3 cases

This text of 139 N.W.2d 662 (Jankewicz v. Dmitrovsky) is published on Counsel Stack Legal Research, covering Wisconsin Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Jankewicz v. Dmitrovsky, 139 N.W.2d 662, 29 Wis. 2d 713, 1966 Wisc. LEXIS 1144 (Wis. 1966).

Opinion

Beilfuss, J.

The issues involved on this appeal are the construction of the will and the widow’s right to allowances.

The portion of the testator’s will in dispute here is:

“SECOND: It is my express wish and will that my wife, ANNA JANKEWICZ, also known as ANNA VOJTKA, shall receive no share or portion of my estate. If she is still my wife at the time of my death, and as such makes any claim to my estate, she shall receive only the minimum amount to which she may by law be entitled.”

The residue was given to the respondent church.

Appellant petitioned the court for assignment of the entire estate, arguing that the will provides for her to take as if testator had died intestate. Then, under secs. 237.01 (2), 237.02 (1), and 318.01 (1), Stats., she would be entitled to the entire estate, testator having never had children.

The county court concluded that the will is not ambiguous and provides for appellant to receive only such share of the estate as provided by the statutes concerning election against the will — secs. 233.13, 233.14, Stats.

While the position taken by the court has considerable merit — especially in view of the facts that testator specifically disinherited appellant, that he provided for her to make a “claim” against his estate to receive anything, and that even then she would receive only the “minimum *717 amount” allowed by law — we prefer to hold that the will is ambiguous.

In Estate of Gibbs (1961), 14 Wis. (2d) 490, 496, 111 N. W. (2d) 413, we considered several instances of ambiguity in which extrinsic evidence may be resorted to. One example of a latent ambiguity discussed there is a situation where no single person or thing answers perfectly the description in the will, but two or more persons or things answer that description imperfectly. In the case at bar no set of laws exactly fits the description “law” used by the testator, but either the laws of intestacy or the laws of election against the will fit that description imperfectly. There is also a patent ambiguity existing on the face of testator’s will. He expressed a wish that appellant receive nothing from his estate; he then expressed a means by which she could obtain some portion of his estate. This inconsistency on the face of the will raises a patent ambiguity. Thus, it was proper for the county court to consider extrinsic evidence, as it did, to construe the ambiguities in the will.

Appellant cites Estate of Gray (1953), 265 Wis. 217, 61 N. W. (2d) 467, and Estate of Hipsch (1953), 265 Wis. 446, 62 N. W. (2d) 18, in support of her argument that the laws of intestacy apply.

In Estate of Gray, supra, the will provided (p. 218) :

“ ‘3. I herewith give, devise, and bequeath unto my wife, Mildred Gray, the share of my estate which she would receive under the law if I died intestate.’ ”

The residue was given to three sisters.

We construed the will as unambiguous and ordered distribution under the laws of intestacy.

In Estate of Hipsch, supra, the will provided (p. 447) :

“ ‘Second: I give, devise, and bequeath to my wife, Marie Hipsch, such homestead and dower rights in all of the real estate of which I may died seized as she would have if I had died intestate.’ ”

*718 The residue was placed in trust.

Again, we found the will unambiguous, and relied on Gray to require distribution as in an intestacy.

In both of those cases the will was clear and unambiguous, and referred specifically to the intestate statutes. A different situation arose in Will of Pfeiffer (1939), 231 Wis. 117, 285 N. W. 432, and Will of Klinkert (1955), 270 Wis. 362, 71 N. W. (2d) 279.

In Will of Pfeiffer, supra, the will provided (p. 118) :

“ ‘Second: I give, devise and bequeath unto my wife, Johanna Pfeiffer, all that part of my estate which would legally go to her according to the statutes provided therefor.’ ”

We found that will ambiguous and looked at the facts and circumstances surrounding the execution of the will and determined that the testator could not have contemplated the statutes operative only if there is no will, because the testator made a will purporting to dispose of all of his property. Thus, we held that the testator must have contemplated the election statutes.

In Will of Klinkert, supra, testator mentioned “statutory share” several times. We found an ambiguity in the language, and after looking to extrinsic evidence admitted, determined that testator was referring to the election statutes.

The present will contains language nearly identical to that in Pfeiffer, except that here we have even a stronger case for holding that decedent contemplated the election statutes. Decedent specifically disinherited his wife. The extrinsic evidence, mostly in form of facts stipulated, indicates that decedent must have intended that if appellant were to receive anything, she should take by election. The parties had been divorced once, and a second suit had been commenced. They had lived separated from one another for over seven years. Decedent had contributed nothing to appellant’s maintenance and support during *719 those years. Appellant was self-supporting. She has not shown that she returned any of the property she received by the divorce judgment, even though that judgment was vacated. She used her maiden name, Vojtka, instead of her married name, Jankewicz, at least on some occasions. Decedent had a very close relationship with respondent church which he named as residuary beneficiary, being a long-time member and officer.

Thus, in construing the ambiguity in the will, we hold that the decedent intended appellant to receive no portion of his estate, except the share provided indestructibly by the election statutes.

Appellant petitioned the court for allowances under sec. 313.15 (2), (4), Stats. Sec. 313.15 (2), provides:

“Allowance to Family. The widow and minor children, or either, constituting the family of the deceased testator or intestate, shall have such reasonable allowance out of the personal estate or the real estate, or both, of the deceased as the county court shall judge necessary for their maintenance until an award shall be made or refused as provided in subsection (4) (a) of this section, or their shares assigned to them.”

The trial court denied the petition on the ground that appellant did not constitute the family of the decedent. It determined that the phrase “constituting the family of the deceased testator” was one of qualification, not one of definition. Since appellant did not live with testator for at least seven years prior to his death and received no contributions toward her maintenance and support from him, she did not qualify as “constituting the family of the decedent.”

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Bluebook (online)
139 N.W.2d 662, 29 Wis. 2d 713, 1966 Wisc. LEXIS 1144, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jankewicz-v-dmitrovsky-wis-1966.