McKenzie v. Cutter

17 Wis. 2d 412
CourtWisconsin Supreme Court
DecidedOctober 2, 1962
StatusPublished
Cited by5 cases

This text of 17 Wis. 2d 412 (McKenzie v. Cutter) 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
McKenzie v. Cutter, 17 Wis. 2d 412 (Wis. 1962).

Opinion

Wilkie, J.

1. Was the “contract to make a will” ambiguous? The first question to be determined ott this appeal is whether the “contract to make a will” is ambiguous. The general rule on whether a contract is to be considered ambiguous is well stated in 12 Am. Jur., Contracts, p. 752, sec. 229:

“It has been said that it is only where the language of a contract is ambiguous and uncertain and susceptible of more than one construction, that a court may, under the well-established rules of construction, interfere to reach a proper construction and make certain that which in itself is uncertain. Where the terms of a writing are plain and unambiguous, there is no room for construction, since the only office *418 of judicial construction is to remove doubt and uncertainty. In such a case the courts have no right to make new contracts for the parties or ignore those already made by them, simply to avoid seeming hardships.”

In the first paragraph the testatrix expressly agrees to will to each of the seven adult children a “one-tenth (Vio) interest in the property that I shall own at the time of my death after the payment of specific bequests and my just debts and expenses of administration.”

But the whole second paragraph attempts to spell out her intent and purpose in contracting to make a will. She refers to the two other instruments executed by the seven children on that date when she provides:

“It is the intent and purpose of this contract to fulfil the agreements made this date between the said heirs-at-law herein.”

Further she states:

“They have assigned their interest to me in order that I might have the full income and enjoyment of said property and on my part they shall be entitled to the remainder of such property at the time of my death.”

The fact that she had special plans for her own property that she had acquired over and beyond that assigned and quitclaimed to her by the seven children and beyond that inherited by the laws of descent from her deceased husband is demonstrated by the last sentence of her contract which is as follows:

“Iñ the event that any property is added to my estate in addition to that made the subject of this contract it is agreed that I shall be free to bequeath that property to such person or persons as I shall designate.”

We conclude that the “contract to make a will” is patently ambiguous. If the parties had deliberately tried to make it ambiguous they could not have done more. Clearly *419 the contract is obscure and its provisions are subject to more than one reasonable interpretation.

If the second paragraph is to he given any significance at all the contract must be considered ambiguous. For example, what is intended by the term “remainder of such property” as used in the second sentence of the final paragraph? Obviously if it refers just to the property that the seven children quitclaimed and assigned to the widow it is inconsistent to provide for returning it to the seven and at the same time under paragraph one, prescribe the willing of a one-tenth interest in her entire estate at death.

Or, what is intended by the provision in the last sentence that, “In the event that any property is added to my estate in addition to that made the subject of this contract . . . ?” If this sentence is to be given any meaning certainly there was some property the testator was going to be free to bequeath any way she wished.

2. Trial court’s construction of contract to make a mill and testatrix’s will. The lower court properly considered the contract to be ambiguous and properly construed the contract. Of course, the primary aim of the trial court was to ascertain the intent of the parties. Hoffman v. Eastern Wisconsin R. & L. Co. (1908), 134 Wis. 603, 115 N. W. 383. It was proper for the trial court to look at all three documents executed together and at the same time. Bank of Sheboygan v. Fessler (1935), 218 Wis. 244, 260 N. W. 441.

It is true that ambiguous wording in a contract must be construed most strongly against the person who prepared it (Lucille A. Schmitz). Ebenreiter v. Freeman (1956), 274 Wis. 290, 79 N. W. (2d) 649; Megal v. Kohlhardt (1960), 11 Wis. (2d) 70, 103 N. W. (2d) 892; Strong v. Shawano Canning Co. (1961), 13 Wis. (2d) 604, 109 N. W. (2d) *420 355. However, this rule must give way to the basic rule of construction which demands that a contract be construed as a whole in order to carry out the true intent of the parties. This is precisely what the trial court endeavored to do here. Ketay v. Gorenstein (1952), 261 Wis. 332, 53 N. W. (2d) 6; Crolius v. Lorge (1927), 192 Wis. 130, 212 N. W. 253.

Applying these proper rules of construction the court, in considering the three documents executed on October 31, 1957, the will, and the stipulation between the parties, reached the conclusions embodied in his decision and then in his formal findings, conclusions, and decree. Under this interpretation:

(a) The claimants and the five other adúlt children are to get back in kind, the real-estate interest that they conveyed, the same real estate still being on hand in the estate of Lucille A. Schmitz. They are to be the beneficiaries of any increment in value of their share in the real estate and the executor is not to be required to sell all of the real estate and repay them in dollars only to the extent of the share in the real estate that they inherited from their father.

(b) Assuming the funds are available, the seven children are also to receive in kind the personal-property interest which they assigned to Lucille A. Schmitz.

(c) All of the real-estate interest and the interest in personalty that she received by operation of the laws of descerit as an inheritance from her husband was to be ascertained and after first deducting her just debts, funeral expenses, and expenses' of administration, the remainder was to be divided in 10 equal portions between all 10 children including the claimants. The exact extent of such property, the source of each item, and the amount to be available to each of the 10 children is not settled by the trial court and is yet to be determined.

*421 (d) Finally, the trial court ruled that there would be some property of Lucille A. Schmitz that would be her own and that would not have been acquired either by quitclaim and assignment by the children under the conveyances of October 31, 1957, or acquired as an inheritance from her .husband. It is this property that the trial court interprets the testatrix to be free to devise, as she did, to her own seven children (including the three minors). The extent of this property, the source of each item, and the amount available to each one of those seven has not been determined by the trial court.

To carry out the court’s interpretation under (b), (c), and (d), as relating to the personal property in the estate of Lucille A.

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Bluebook (online)
17 Wis. 2d 412, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mckenzie-v-cutter-wis-1962.