Tillmann v. Flierl

274 N.W. 422, 225 Wis. 493, 1937 Wisc. LEXIS 236
CourtWisconsin Supreme Court
DecidedSeptember 14, 1937
StatusPublished
Cited by5 cases

This text of 274 N.W. 422 (Tillmann v. Flierl) 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
Tillmann v. Flierl, 274 N.W. 422, 225 Wis. 493, 1937 Wisc. LEXIS 236 (Wis. 1937).

Opinion

The following opinion was filed June 21, 1937:

Rosenberry, C. J.

The appellants assign as error the striking from the inventory and accounts the two notes executed by Andrew J. Flierl and Barbara Flierl, his wife, in the sums of $600 and $754.63, respectively. The question for decision here is, Does the evidence offered and received upon the hearing sustain the finding of the trial court that the two notes were given without consideration ? In its decision, the trial court said:

“The testimony offered by the estate for the purpose of proving consideration is not credible in view of the other testimony and facts and circumstances proved in the case.”

So far as the decision discloses the trial court relies very largely upon the alleged alteration of the $600 note. The court said:

“If this note was originally dated April 19, 1913, as claimed by the estate, why did somebody take it upon himself [496]*496to alter this note? From all the testimony, facts-and circumstances proved in the case I am satisfied that this note was executed about the time when the other note was executed and that it was a sham note without consideration as well as the .$754,63 note.”

Andrew J. Flierl, the claimant, testified in his own behalf to transactions with his deceased mother. The appellants objected on the ground that he was not a competent witness. The objection was sustained when made. The respondent contends that the appellants opened» the door and qualified the witness by introducing “testimony . . . concerning the transaction.” Sec. 325.16, Stats. The appellants examined Clem Tillmann, who wrote the note in question, fully in regard to the entire transaction between the testatrix and the respondent. Sec. 325.16. By the introduction of this evidence the appellants removed the incompetency of the witness under the statute, and the claimant was entitled to testify to the whole of that transaction. Estate of Gilbert (1918), 167 Wis. 291, 166 N. W. 442, 167 N. W. 447. The executors claim that the respondent first introduced testimony in regard to these transactions. Mr. Schanen was examined as a witness by the respondent. But that examination related to matters occurring after the death of the testatrix. The executors first introduced testimony in regard to the transaction which resulted in the execution and delivery of the notes.

We now consider the evidence. The notes in question were found in the handbag of the deceased, tied together with thread, and were apparently kept by the testatrix along with her other securities. The testatrix made a will in 1926. This will contained a provision similar to the one contained in the will executed in 1929, providing — ■

“The amounts due me at the time for my death from my said children as represented by their several notes, together with accrued interest, is to be deducted from their respective share.”

[497]*497Mr. Schanen came to the home of the testatrix for the purpose of drafting this will. There were present on that occasion the testatrix, Mr. Schanen, Clem Tillmann, Christina Tillmann, Clem Tillmann, Jr., and Andrew J. Flierl. It is undisputed that Andrew J. Flierl was present during the entire time both while directions were given to the scrivener and when the will was read by Mr. Schanen to Mrs. Flierl. The testimony of the others, to the effect that the mother mentioned these notes along with other securities which she had in her possession and directed the scrivener to include a clause directing that these and other notes be deducted from the amounts due the legatees stands uncon-tradicted.

Andrew J. Flierl admits that he was present, but says that he did not hear his mother mention the notes and direct that they be deducted from the shares of the estate, and thinks he would have heard it if it was said. If, as he says, he had expected that the note and chattel mortgage would be destroyed after he made the settlement with his creditors in 1915, he should have been very much surprised that the documents were still in her possession and were to be deducted from his share of the estate. The fact that he made no protest is very significant. After his mother’s death, on several occasions according to the testimony of other witnesses, the matter of including the notes in the assets of the estate was discussed. At first he raised no objection to the $600 note, but was in doubt about the note for $754.63. At no time prior to the filing of his petition did he set up that the notes were without consideration. He evidently became satisfied with respect to the execution of the $754.63 note and mortgage, but thought that they should not be included in the inventory. While the evidence is not clear, apparently he declined to sign the petition for final accounting for that reason. If, as he now claims, both the notes were part of a scheme to enable him to escape claims [498]*498of creditors and were not to constitute subsisting obligations, it seems strange that that was not at once put forward by him when the discussion with reference to including them as a part of the assets of the estate began. In addition to that,.his denials are weak.and uncorroborated. In fact, the circumstances so far as they are probative at all tend to show that he had reason for borrowing the money both in 1913 and in 1915.

No explanation is given with reference to the alleged alteration of the notes. It does not appear to have been done by the testatrix. Whoever did it, did a very clumsy job, for the reason that the $600 note is by its terms payable one year after date, which was April 19, 1913. In the place for the due date in the line below it is indicated as payable on the date on which it was given. Whether the note was originally dated April 19, 1913, or April 19, 1915, is not very material so far as the merits of this controversy are concerned. Andrew J. Flierl admits the making and delivery of both notes and the chattel mortgage securing the note for $754.63. The indebtedness in either event was evidenced by a note, and according to the terms of the will is to be deducted from his share of the estate.

Andrew J. Flierl claims that the notes were given to keep his creditors off. If, as he claims, the $600 note was given in April, 1915, it is difficult to see what effect it would have in that regard in view of the fact that about a month before he had given a chattel mortgage on his property to secure the payment of the note for $754.63. It does not appear that anyone outside of the family knew anything about the note for $600.

Andrew J. Flierl claims that during his mother’s lifetime he was on good terms with her, saw her, and if the notes were sham, it is a significant circumstance that he never asked for their surrender and cancellation prior to her death. [499]*499and now nearly twenty years after the transaction claims they were without consideration. Some' attempt was made to corroborate the testimony of the petitioner by the production of bankbooks, files, etc., but the testimony in that regard was weak and inconclusive. "

The file relating to the matter of settlement with Andrew J. Flierl’s creditors was in the possession' of Joseph Collins, the attorney who had charge of the matter, now deceased. While other papers from his office were found, this file was missing.

Neither the trial court nor counsel gave very much consideration to the fact that the petition of Andrew J.

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Bluebook (online)
274 N.W. 422, 225 Wis. 493, 1937 Wisc. LEXIS 236, Counsel Stack Legal Research, https://law.counselstack.com/opinion/tillmann-v-flierl-wis-1937.