Templeton v. Butler

94 N.W. 306, 117 Wis. 455, 1903 Wisc. LEXIS 295
Wisconsin Supreme Court·Decided April 17, 1903·Published·Cited by 13 cases

Opinion

Dodge, J.

The verdict establishes simply that there is unpaid upon the conceded promissory notes of the defendant $2,040.68, and that the deceased, William Butler, -in his lifetime, executed the paper quoted in the statement of facts; Upon these facts alone the plaintiff is entitled to a judgment, unless that paper, according to its terms, has annulled and [457] •discharged defendant’s liability. The contention of the appellant is against any such effect on the ground that the document is, according to its terms and the proof of its execution, only a will, and therefore is revolted by the subsequent will made in January, 1900.

Writings by which the owner’s rights in his own property are affected or rights in or' to such property are conferred .on others fall into one or another of three broad classes: First, conveyances — those which evidence a presently completed and executed devolution of the property, or some right thereto; second, executory contracts — those which evidence a promise or agreement that some rights shall arise in another at some future time; and, third, those which merely declare a present will or intent as to a future disposition. Of these the second are valid only when supported by consideration, while the third are of no enforceable validity unless they are testamentary; that is, declaratory of a purpose as to disposi-1 tion after the maker’s death, and are completed by his death without formal legal declaration of change in such purpose. It is not always easy to assign a given document to either of these classes, for language is often an uncertain means of expressing mental processes. No form of words is conclusive. Documents may be and have been classed as contracts which contained no express word of promise or agreement, and others wherein such express words existed have nevertheless been classed as testamentary. Nevertheless, the presence or absence of such words is very significant — nay, probably controlling — unless something in the context or circumstances shows a mental attitude differing from the expressions used.

The paper relied on in this case of course presents nothing of the characteristics of the first class. It does not in the least suggest a present transfer or surrender of respondent’s notes or the debt thereby evidenced. There can be no doubt that the person making it contemplated that such debt and such notes were to remain existent during his life. Neither [458] does the instrument contain any words of promise or agreement; nor, indeed, anything to indicate that any conception of contract between two parties was present in the mind of either the malter or the draftsman. To express such a conception, “I promise” or “I agree” are ordinarily used, and are words within tire common vocabulary of the educated and uneducated, the lawyer and layman alike. On the contrary, the words “I certify,” used in this paper, seem quite clearly to indicate absence of idea of dealing, one man with another, contractually, but instead a purpose to proclaim to-whom it may concern that the declarant then had a' certain intention, namely, that his son’s notes should be void a^ter his death. On the other hand, the writing upon its face presents all the elements of a testamentary instrument; one which declares the present will of the maker as to disposal of property after his death, without attempting to declare or create any rights therein prior to such event. Cassoday, Wills, §§ 9, 10, 376; Schouler, Wills, §§ 1, 273, 274; Smith v. Holden, 58 Kan. 535, 50 Pac. 447; Conrad v. Douglas, 59 Minn. 498, 61 N. W. 673; Lautenshlager v. Lautenshlager, 80 Mich. 285, 45 N. W. 147; Stone v. Gerrish, 1 Allen, 175 ; Cover v. Stem, 67 Md. 449, 10 Atl. 231; Leaver v. Gauss, 62 Iowa, 314, 17 N. W. 522; Hinkle v. Landis, 131 Pa. St. 573, 18 Atl. 941; In re Will of Diez, 50 N. Y. 88, 93.

For the reasons stated, we can reach no other conclusion than that the paper writing executed by William Butler upon its face was testamentary merely. If executed with the formalities required by our statutes it would have constituted a valid will, -and if persisted in until completed by death w-ould have canceled respondent’s indebtedness. Inasmuch, however, as the intent so declared in October, 1898, did not persist, but was legally revoked by the will of January, 1900, disposing of all the testator’s personal property (Fisher's Will, 4 Wis. 254; sec. 2290, Stats. 1898), its execution of itself constituted no defense to respondent’s liability, estab[459] lished by his promissory notes. Hence the verdict alone could support only a judgment in favor of the plaintiff.

But although that document, the execution of which is established, was merely testamentary and is revoked and therefore ineffectual as a -will, still it does not exclude the possibility that, as is alleged in the answer, the parties in fact made a binding agreement, upon sufficient consideration, to the effect that the indebtedness evidenced by these notes should become canceled upon the death of their owner. The questions whether such agreement was or was not made, and whether the consideration claimed, namely, that the defendant should pay the interest during the life of his father, has been performed, were neither of them submitted to the jury. If there was evidence of such an agreement and performance of the defendant’s promise, constituting its consideration, there must of course be a new trial. If there was no such evidence which, to any reasonable mind, could support a favorable conclusion, the appellant’s motion for judgment upon the verdict should have been granted. We therefore proceed to examine the record to ascertain as to the existence of such evidence.

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Templeton v. Butler, 94 N.W. 306, 117 Wis. 455, 1903 Wisc. LEXIS 295 (Wis. 1903).

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