Lampe v. Wille

176 P.2d 544, 162 Kan. 395, 1947 Kan. LEXIS 311
CourtSupreme Court of Kansas
DecidedJanuary 25, 1947
DocketNo. 36,749
StatusPublished
Cited by33 cases

This text of 176 P.2d 544 (Lampe v. Wille) is published on Counsel Stack Legal Research, covering Supreme Court of Kansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lampe v. Wille, 176 P.2d 544, 162 Kan. 395, 1947 Kan. LEXIS 311 (kan 1947).

Opinion

The opinion of the court was delivered by

Wedell, J.:

This is a will case.

Two instruments, one executed in 1941, the other in 1943, are involved. Anthony H. Lampe and Blanche A. Lampe, his wife,, appellants, are two of the beneficiaries named in the last instrument. That instrument is appended hereto arid made a part hereof. Appellants are named as executors théreof. John H. Wille, the executor named in the first instrument, presented that will for probate. The two instruments were considered for probate at the same time in the probate court of Woodson, county. ' The first instrument, conceded to be a will, was admitted to probate while probate was denied to the latter instrument. On appeal to the district court appellants were likewise unsuccessful and have appealed to this court. In the district court, in response to a motion of appellees, which was sustained, appellants were required to separately state and number what [397]*397appellees and the trial court regarded as separate causes of action. The first cause of action was predicated on the theory the last instrument constituted a will and revoked the former will. In the second cause of action it was, among other things, in substance,’ alleged that if it be, determined the last instrument did not constitute the last will and testament of decedent it constituted a contract between him and appellants whereby the latter become owners of the particular property therein set off to them. The trial, court sustained a demurrer to the second cause of action. Appellants aré not particularly complaining of that ruling. They insist the last executed instrument is a will and that all pertinent questions are involved in their first cause of action.

The witnesses to the instrument testified and other oral testimony was adduced by the parties. The trial court made findings of fact and conclusions of law. Appellants’ motion for a new trial and a motion to strike portions of the findings made and to make additional findings of fact were overruled.

A few preliminary and undisputed facts may be stated before we turn to an examination of the instrument involved. The decedent was about sixty-five years of age at the time he died. He had been suffering with organic heart trouble for a number of years. His condition fluctuated. He lived alone. Neighbors, including appellant^, had been kind to him over a period of years prior to -his last illness and had helped him in various ways. On January 1, 1943, he came to the home of appellants and continued to live with them until March 1 when he reluctantly went to the hospital at the direction of Doctor Christian', who had treated him on occasions for several years prior to 1943. Doctor. Christian had made two or three calls on decedent at appellants’ home before he sent him to the hospital. The doctor wanted decedent to be in the hospital where he might be nearer to him and because he believed decedent could obtain better care and attention there. The instrument in question was executed January 28,1943. The trial court did not find decedent lacked testamentary capacity and there is no contention he was not in complete possession of his mental faculties prior to and on that date. Decedent entered the hospital March 1, 1943, and died on the tenth of March.

The trial court found that while the instrument in question was testamentary in character it was not decedent’s last will and testament but was really a bilateral contract. The parties agree the first [398]*398question presented is whether the instrument is a will. The instrument bears the label “Agreement,” uses that term in its first sentence and refers to decedent as “first party” and to appellants as “second parties.” It states what appellants agree to do both before and after decedent’s death in consideration of the benefits the instrument provides for them. Decedent and appellants are also designated as parties under the signature lines. An acknowledgment form was attached but was not executed.

On the other hand, the instrument in its first sentence, following the words “This Agreement” also contains the words “and this Will and Testament.” The second paragraph emphasizes decedent’s age, bad health, the absence of relatives in whom he had an interest, the need of someone to whom he might look for aid, constant attention and assistance during the remainder of his life. It then acknowledges the marked assistance appellants previously had been to him in providing him comfort and material aid in sickness. In consideration of those things and the agreement of appellants to provide for him during the remainder of his life and to assume certain obligations at his death, all as indicated in paragraph three, the instrument states decedent'is doing certain things. What are they? He revokes all former wills; he appoints appellants sole executors of “his last Will and Testament;” he directs they shall serve without bond; he gives, devises, wills, bequeaths, grants, transfers and sets over to appellants any and all of the property which he shall own or •of which he shall be seized, both personal and real, at the time of his decease, except the property otherwise disposed of -in the instrument. He further agrees that upon the performance of the duties and obligations which appellants assume all the property which decedent owned is to become the absolute property of appellants upon decedent’s death.

In the concluding paragraph decedent agrees that out of the personal property owned at his death specified amounts shall be paid to other designated beneficiaries and finally that all personal and real property, except the last mentioned items, shall become the sole property of appellants at the time of his death and after appellants have performed the conditions enumerated.

The last sentence refers to the instrument not only as “This Contract” but also as “this Will and Testament.” Instead of executing the attached acknowledgment two persons signed their names under the word “Witnesses.”

[399]*399If the instrument is a will it would not have been invalidated had it been notarized. (Derr v. Derr, 123 Kan. 681, 686, 256 Pac. 800.)

The character of an instrument is not determined by a characterization or label the parties may place upon it. Its real character and legal effect are determined by its terms, provisions and intent. (Reed, Ex’r, v. Hazleton, 37 Kan. 321, 15 Pac. 177.) 'What the instrument intended to accomplish must be gathered from its four corners and not by single words, isolated phrases or even sentences. Facts and circumstances surrounding its execution become competent only in the event the instrument is ambiguous on its face and requires aid to clarify its intent. (Shannep v. Strong, 160 Kan. 206, 211, 160 P. 2d 683.) So ah instrument denominated a “contract” has been held to be testamentary in character. (Imthurn v. Martin, 150 Kan. 906, 96 P. 2d 860.) Likewise an instrument labeled “warranty deed” has been declared to be testamentary in character. (Lowry v. Lowry, 160 Kan. 11, 159 P. 2d 411.) In fact the term “will,” as used in our statute, includes every kind of testamentary act taking effect from the mind of the testator and .manifested by an instrument in writing, executed and attested in conformity with the statute. (Derr v. Derr, supra, syl.

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Cite This Page — Counsel Stack

Bluebook (online)
176 P.2d 544, 162 Kan. 395, 1947 Kan. LEXIS 311, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lampe-v-wille-kan-1947.