Morrison v. Hall

238 N.W. 900, 206 Wis. 16, 80 A.L.R. 134, 1931 Wisc. LEXIS 148
Wisconsin Supreme Court·Decided November 10, 1931·Published·Cited by 7 cases

Opinions

Nelson, J.

The vital thing to be ascertained from the will is the- intention of the testator. The will appears to be the result of careful thought and deliberation. It first makes provision for the children of his partner and for all of his heirs at law who were the natural objects of his bounty. He then bequeaths substantial sums to several persons unrelated to him and to several fraternal and civic associations. Ig[19] noring the residuary clause, paragraph thirteenth, the will disposed of less than one half of his estate. It is a will commendable for its apparent fairness and generous benefactions. It was apparently drawn by himself on or about the 12th day of September, 1929 — a little over eight months prior to his death.

The appellants, by their guardian ad litem, earnestly contend that paragraph sixth is unambiguous and clearly expresses an intent on the part of the testator wholly to exclude Eloise Hall as a beneficiary under his will.

Paragraph sixth, standing by itself, alone and apart from the other provisions of the will, is without doubt subject to such a construction. But we must look to the language of the whole will and read it in the light of the circumstances surrounding the testator, in order to discover what was apparently in his mind at the time he made it, and thus ascertain his intention. Donges’s Estate, 103 Wis. 497, 79 N. W. 786; Ohse v. Miller, 137 Wis. 474, 119 N. W. 93; Maxcy v. Oshkosh, 144 Wis. 238, 128 N. W. 899, 1138; Flint v. Wisconsin Trust Co. 151 Wis. 231, 138 N. W. 629; Will of Ehlers, 155 Wis. 46, 143 N. W. 1050; Will of Smith, 165 Wis. 207, 161 N. W. 749; Will of Elmore, 165 Wis. 266, 162 N. W. 438; Will of Read, 180 Wis. 497, 193 N. W. 382. The respondent relies upon the rule established by the foregoing cases and contends that the whole will, interpreted according to the ordinary meaning of the language used and in the light of the circumstances surrounding the testator, discloses beyond a fair doubt that he intended only to exclude Eloise Hall from participating as a specific legatee in order to put her brother and sisters and the other nephews and nieces on a basis of equality with her.

We conclude from a careful examination of the whole will, in connection with the surrounding circumstances, that it should be construed as contended for by the respondent and as construed by the county court, and that it was the [20] intention of the testator to exclude Eloise Hall only as a specific legatee and not as a residuary legatee and devisee. No other reasonable and satisfactory explanation of the studied plan and detail found in the various bequests to all of his nephews and nieces can be suggested. In order that we may ascertain the intention of the testator we must place ourselves in his position at the time he was about to draft his will. He apparently first thought of the children of his partner whom he wished to treat equally with his nephews and nieces. Hfe bequeathed to each of them the sum of $3,000. We may properly assume that his next thought was of his twelve nephews and nieces, his only .heirs at law. He considered them according to his scheme or plan, family by family. He bequeathed to his niece and nephews, “children of Mr. and Mrs. C. W. Johnson,” the sum of $3,000. Then his mind proceeded to the children of his deceased brother, W. J. Stephens, who were in fact his nephew and nieces but who were referred to as “the children of my deceased brother.” To each of them he bequeathed the sum of $3,000. And then he reached for testamentary consideration the members of the Kingston family. Here again he referred to his nieces and nephew as “the children of Mr. and Mrs. W. J. Kingston, deceased,” to whom he gave the sum of $3,000 each. Eloise Hall is a Kingston and daughter of Mr. and Mrs. W. J. Kingston. Because he had theretofore “given her a sum of money out of my (his) estate equal in amount to her share as compared with her brother and sisters,” he gave her “nothing” and said: “I will therefore give her no more.” With the completion of paragraph sixth of the will the nephews and nieces and-the children of his partner were all taken care of so far as the specific bequests were concerned. He then proceeded to make provision for certain of his .friends, his attorney, the Hillside Cemetery Association, the Knights of Pythias for the purpose of endowing a room in the hospital, and the Columbus Park Association.

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Morrison v. Hall, 238 N.W. 900, 206 Wis. 16, 80 A.L.R. 134, 1931 Wisc. LEXIS 148 (Wis. 1931).

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