Tufto v. Koebel

274 N.W. 262, 225 Wis. 342, 1937 Wisc. LEXIS 219
CourtWisconsin Supreme Court
DecidedJune 21, 1937
StatusPublished
Cited by3 cases

This text of 274 N.W. 262 (Tufto v. Koebel) 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
Tufto v. Koebel, 274 N.W. 262, 225 Wis. 342, 1937 Wisc. LEXIS 219 (Wis. 1937).

Opinion

Fritz, J.

The order under review was entered on the ground that the debts, for the payment of which the administrator de bonis non petitioned on June 2, 1936, under sec.. 316.01 (2), Stats., for authority to sell real estate of which Martin C. Koebel died seized, had ceased to be valid claims against such real estate upon the expiration of three years from his death on August 26, 1930. On October 14, 1930, his will was probated in Illinois, where he resided, and his widow was appointed and qualified as executrix. On August 9, 1934, she was removed as executrix because of maladministration, and an administrator de bonis non was appointed. There are unpaid and unsecured claims for $6,107.62 against Koebel’s estate, and the value of the personal property available for their payment is but $2,500.

Sec. 316.01 (2), Stats., provides (so far as here applicable) : [345]*345death of said decedent, then such debt or claim shall cease to be a lien on such real estate after three years from the time it shall become due and payable excepting in the following-cases :

[344]*344“No debt of or claim against any deceased person, which was not a lien upon the real estate of such decedent before his death, shall be a lien upon or a valid claim against any such real estate in this state for the payment of which such real estate can be sold by an executor or administrator after three years from the death of such decedent, or when such debt or claim shall become due and payable subsequent to the
[345]*345“(a) When such claim is . . . charged upon such real estate by some provision in a will.”

In view of that par. (a) the principal question on this appeal is whether the debts in question are charged upon Koebel’s real estate, under some provision in his will, so as to bring them within the exception of that paragraph. The appellant contends that the claims are so charged upon the real estate because of the following provisions in Koebel’s will:

“First: It is my request, and I so direct, that my executrix hereinafter named, pay all my just debts and funeral expenses as soon after my decease as conveniently may be. . . .
“Third: I give, devise and bequeath to my beloved wife, Adelia I. Koebel, all of my estate, real, personal and mixed to have and to hold to herself and her heirs forever.”

As is stated in Thompson on Wills (2d ed.), p. 593, § 504:

“In order to charge real estate specifically devised with the payments of debts and legacies, the will must contain an express provision to that effect, or the charge must be clearly and unmistakably implied from the whole will, read in the light of all the surrounding circumstances.”

Matter of City of Rochester, 110 N. Y. 159, 17 N. E. 740; Brill v. Wright, 112 N. Y. 129, 133, 19 N. E. 628; Cunningham v. Parker, 146 N. Y. 29, 40 N. E. 635, 48 Am. St. Rep. 765; White v. Kauffman, 66 Md. 89, 5 Atl. 865; Harmon v. Smith (C. C.), 38 Fed. 482. As there is nothing in the above-quoted provisions of the will which expressly charges the real estate with the payment of Koebel’s debts, there remains but the question whether such charge can be clearly and unmistakably implied from the entire will construed in the light of all the surrounding circumstances. The principles [346]*346applicable to the determination of that question are stated and illustrated in Thompson on Wills, supra, as follows:

“Thus a charge may be expressly created by the use of the word ‘charge,’ or by a devise to A ‘on condition that’ he pay a certain debt or legacy.
“Also, an intention to charge the real estate devised may be implied from the fact that, in the same clause with a devise of the land, there is a direction to the devisee to pay a debt or legacy. But the use of the general words directing the payment of the debts does not usually have the effect of charging the debts on land specifically devised, such words being found in most wills, and being merely a direction for the doing of what the law compels.”

Those principles were recognized and applied in Pym v. Pym, 118 Wis. 662, 668, 96 N. W. 429; Egan v. Sells, 203 Wis. 119, 120, 121, 233 N. W. 569; and Will of Kendrick, 210 Wis. 218, 220, 246 N. W. 306. However, the testamentary provisions involved in those cases differed materially in their meaning and effect from the provisions in Koebel’s will in that in the Pym Case the devise was expressly made “subject to the payment of debts, funeral expenses, and bequests;” in the Egan Case the provisions were, “First, to my daughter Isabelle the sum of $500. . . . Second. All the rest, remainder of my property real and personal to my son Guy Siegel . . . ;” and in Kendrick's will the provision was, “I give and bequeath to my husband, Ercell G. Kendrick, the sum of five thousand ($5,000) dollars. The balance of my estate of every kind and nature, I give, devise, and bequeath to the executor and trustee. . . . ” In Koebel’s will there is no provision which, by similar terms, subjects, or conditions the devise of his real estate to the payment of his debts, or which limits that devise to such real estate as remains after paying them. The direction in the “First” paragraph of his will is merely that his executrix “pay all my just debts and funeral expenses as soon after my decease as conveniently may be.” [347]*347That is but declaratory of the rules of law which are applicable generally to the use of a deceased’s property for the payment of his debts. It added nothing, and its omission would not have detracted in any way from the effect of those rules in so far as they related to the use of the property for that purpose. Matter of City of Rochester, supra; Brill v. Wright, supra; White v. Kauffman, supra. As Koebel did not thereby subject any particular part of his property to the making of such payment, it cannot be assumed that his real estate was to be used therefor, in the absence of proof of surrounding circumstances which admit óf inferences to that effect. Neither can that be assumed because óf the inadequacy of his personal property, upon his death, to pay his debts, in the absence of proof that he had reason to believe that it was inadequate for that purpose when he made his will. Brill v. White, supra; Cunningham v. Parker, supra.

Likewise, no intention to so' charge his real estate can be “clearly and unmistakably implied,” because of the devise, in the/‘Third” paragraph of his will, of all of his real and personal property to his wife. That devise is not stated to be “on condition” or “subject to” the payment of his debts, nol-is it a devise of merely the remáinder, residue, or balance of his property, or a distribution thereof “after” the payment of his debts, under some provision similar to those considered in such cases as Pym v. Pym, supra; Egan v. Sells, supra; Will of Kendrick, supra; Bergman v. Bogda, 46 Ill. App. 351.

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Bluebook (online)
274 N.W. 262, 225 Wis. 342, 1937 Wisc. LEXIS 219, Counsel Stack Legal Research, https://law.counselstack.com/opinion/tufto-v-koebel-wis-1937.