McCarle v. Hasey

257 N.W. 498, 192 Minn. 582, 1934 Minn. LEXIS 954
CourtSupreme Court of Minnesota
DecidedNovember 23, 1934
DocketNo. 30,152
StatusPublished
Cited by1 cases

This text of 257 N.W. 498 (McCarle v. Hasey) 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
McCarle v. Hasey, 257 N.W. 498, 192 Minn. 582, 1934 Minn. LEXIS 954 (Mich. 1934).

Opinion

JULIUS J. OLSON, Justice.

Appeal from a declaratory judgment entered in and by the district court of Hennepin county affirming a judgment and decree of the probate court of that county construing the will of David E. Hasey, deceased.

This proceeding was brought under the uniform declaratory judgments act, L. 1933, c. 286, Mason Minn. St. 1934 Supp. §§ 9455-1 to 9455-16. The petitioners are Mary E. McCarle and Charles E. McCarle, her husband. The petition alleges that David E. Hasey died testate and that his will was duly admitted to probate in and [583]*583by the probate court of Hennepin county; that under the terms of paragraph three thereof there was bequeathed to decedent’s sister, Mary E. McCarle, one of the petitioners, $150 per month to be paid to her during her lifetime, and that by the same paragraph the testator also provided that in the event Mr. McCarle survived his wife he was to be paid $100 per month during his lifetime. It is further alleged that the estate of the decedent has sufficient funds and assets with which to meet the required payments; that the time for filing claims expired January 7, 1931; that petitioner Mary E. McCarle “needs the provision made for her in said will, and payment thereof has been requested and refused, although the cash moneys and liquid assets in the estate are sufficient so that said monthly sum could be paid without.embarrassment to the estate and without jeopardy to the full and lawful claims of creditors.” The petition further alleges that Cecelia W. Hasey, the widow of decedent, has taken the position and asserts that she is the sole beneficiary under the will and that because of this conflict it is necessary that the will be construed by the court so that the rights of the parties may be determined and the provisions of the will as so interpreted carried into effect.

The probate court construed the will in accordance with the claims of the widow and entered its decree to that effect. Appeal was taken to the district court, and there the same result obtained. The matter comes before us upon petitioners’ appeal from the judgment there entered.

A stipulation was entered into in the district court in substance as follows: That the only issue involved is one of law, i. e. the construction of the last will and testament of decedent, David E. Hasey, “and particularly the validity of the alleged bequest therein to Mary E. McCarle and Charles E. McCarle, appellants, which bequest is in the sum of $150 monthly during her lifetime * * * and on her death, $100 a month to Charles E. McCarle.” It was further stipulated that Mrs. McCarle is of the age of 6á years and Mr. McCarle 81 years and that they are “in need of the bequests in the event of the validity thereof.”

[584]*584The will reads as follows:

“In The Name of God, Amen.
“I, David E. Hasey, of Minneapolis in the County of Hennepin and State of Minnesota, being of full age, of sound mind and memory, and considering the uncertainty of this frail and transitory life, do therefore make, ordain, publish and declare this to be my last will and testament.
“First' — I order and direct that my Executrix hereinafter named pay all my just debts and funeral expenses as soon after my decease as conveniently may be.
“Second — After the payment of such funeral expenses and debts, I give, devise'and bequeath unto my beloved Wife Cecelia W. Hasey all the rest, residue and remainder of my property of every kind and nature, real, personal, or mixed, now owned by me or thereafter acquired and wheresoever situated as her absolute propei’ty.
“Third — It is hereby directed that my sister Mrs. Mary E. Mc-Carle of Chicago, 111., be given one hundred fifty and no/100 dollars monthly during her natural life and one hundred dollars monthly to my brother-in-law Charles E. McCarle, same abode, in the event that he survives his wife above mentioned.
“Fourth — In the event that my wife should not survive me it is by us agreed that one hundred dollars be given monthly to each of my wife’s sisters, viz: Mrs. John E. Palmer, Spring Brook, Wis.; Mrs. Geo. E. Rice, Venice, Calif.; Mrs. Ida Rollin, Weldona, Colo., and Mrs. Marie Adling, Vancouver, Washington.
“Fifth' — In the event that these foregoing bequests become a burden on the estate, it is decreed that they be reduced judiciously to comport with existing conditions and circrnnstances.
“Sixth' — In the event that neither one, wife or I survive the other it is decreed that the entire estate be distributed equally share and share alike among the aforementioned legatees.
“Seventh — Should the event mentioned in Article 6 ensue, Mrs. Jno. E. Palmer, Spring Brook, Wis., and Mrs. Charles E. McCarle, Chicago, 111., are hereby appointed to administer the estate in accordance with the above provisions and [a named attorney] is hereby [585]*585recommended as legal adviser and it is suggested that he he engaged to insure all concerned a just and legal settlement of the estate should the services of an atty. be advisable or required.
“Lastly, I make, constitute, and appoint my wife Cecelia W. Hasey to be the Executrix of this my Last Will and Testament, hereby revoking all former wills by me made.
“In Testimony Whereof I have hereunto subscribed my name and affixed my seal the 20tli day of January in the year of our Lord one thousand nine hundred and thirty-two.
“David E. Hasey (Seal)”

It will be observed that the will bears unmistakable earmarks .of having been prepared by one not trained in the art of preparing such documents; hence it is not surprising that a difference of opinion has arisen as to its meaning. Decisions in this and other jurisdictions are numerous, and results reached are not in entire harmony. It is often difficult to determine just what a testator intends to accomplish. But it is a cardinal rule of construction, as stated in Long v. Willsey, 132 Minn. 316, 320, 156 N. W. 349, 350, that “to ascertain and give effect to the intention of the testator should be the guiding purpose in construing a will. To that- end, the meaning of isolated clauses and paragraphs may be modified by the evident intention deduced from a consideration of the whole document.” Of special value to decision here is the following quotation from the same case [p.- 320]:

“Another rule is that, where an estate is bequeathed or devised absolutely to a person, it is not to be diminished or limited by subsequent provisions of doubtful meaning. * * * Under these rules it is manifest that the will cannot be held to grant the widow only an estate for life.”

In a later case, that of In re Estate of Wadsworth, 176 Minn. 445, 446, 223 N. W. 783, a similar situation confronted the court. There testator gave all of his estate to his wife “absolutely,” appointed her sole executrix without bond, and authorized her “to sell any or all” of his real estate as she “may see fit.” In the next paragraph he provided: “It is my wish and desire and I hereby [586]*586direct and request that all my estate remaining at the death of my wife * shall be distributed” as thereinafter provided. The syllabus states the applicable law as follows [176 Minn. 445]:

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Related

In Re Estate of Hasey
257 N.W. 498 (Supreme Court of Minnesota, 1934)

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Bluebook (online)
257 N.W. 498, 192 Minn. 582, 1934 Minn. LEXIS 954, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mccarle-v-hasey-minn-1934.