Will of Johnson

225 N.W. 818, 199 Wis. 154, 1929 Wisc. LEXIS 253
CourtWisconsin Supreme Court
DecidedJune 4, 1929
StatusPublished
Cited by12 cases

This text of 225 N.W. 818 (Will of Johnson) 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
Will of Johnson, 225 N.W. 818, 199 Wis. 154, 1929 Wisc. LEXIS 253 (Wis. 1929).

Opinion

Owen, J.

The most important controversy involves the construction of the fourteenth paragraph of the will, reading : “I leave the rest and residue of my estate to my exec[157]*157utors to be divided equally among the heirs herein named in this will.” The county court construed the term “heirs’1’ to mean “legatees,” and distributed the residue of the estate equally between the legatees named in the v/ill who were living at the time of the death of the testatrix. This construction is challenged by the legal heirs of testatrix named in the will, who claim they are entitled to the residue of the estate.

The term “heirs” is a technical term having a clear and undoubted meaning in the law. It means those to whom the law assigns intestate property. Will of Cowley, 120 Wis. 263, 97 N. W. 930, 98 N. W. 28. It is claimed that the testatrix could not have used the term in its legal sense because it is qualified by the indefinite article “the” rather than the possessive pronoun “my.” Perhaps the use of the word “my” would have made a more definite as well as a more grammatically correct expression than results from the use of the word “the.” However, the term “heirs” is the dominant word in the phrase and it should not be read out of the phrase or given a different meaning because the phrase on the whole is not the most graceful expression that can be thought of. While the use of the word “my” would perhaps be a more exact qualifying term and give rise to greater certainty, the use of the word “the” is not utterly ridiculous nor palpably incorrect.

By her will testatrix is disposing of her own estate. After making specific bequests to a number of persons, including strangers to her blood, she leaves the rest, residue, and remainder to “the heirs herein named in this will.” The heirs of the estate of which she is disposing are those who would take the estate in the event of her dying intestate. The use of the word “the” is not so strange or improper as to compel the conclusion that the testatrix employed the word “heirs” in an irregular sense. A consideration of the surrounding circumstances confirms rather than challenges this conclusion.

[158]*158Testatrix married William Johnson in 1874. He was fifty-one years of age. She was his second wife. He died in 1900 leaving no children. By his will he left his entire estate to the testatrix. We do not know the amount of the estate he left. No inventory was filed during the course of the proceedings probating his will. We do know, however, that the estate left by the testatrix amounts to approximately $170,000. The foundation of this estate was the estate left her by her husband, and represents his estate plus’ the accumulations and accretions thereto resulting from her management thereof. She managed this estate for twenty-six years, during which time she lived frugally. She managed the estate with ability and thrift. The inventory herein indicates that the bulk of her estate consists of real-estate mortgages. That during the twenty-six years of her management the estate more than doubled seems quite probable. If so, then her husband left an estate of about $85,000. She bequeaths to his relatives in the form of specific bequests the sum of $39,000. This would be one half of a $78,000 estate. It is entirely probable that his estate quite closely approximated that amount. It is apparent that her remembrance of her husband’s relatives in her will was not due to natural love and affection. She had no acquaintance with any of them, unless it be Thomas R. Edgar, who lived for a time with her husband, but whether that was before or after her marriage to him does not appear. The will itself reveals the fact that she did not know the names of a number whom she made beneficiaries. Thomas R. Edgar and John E. Johnson predeceased her, which fact evidently never came to her knowledge. She did not know the names of Jasper Johnson’s children. She did not know who Bessie Johnson, sister of her husband, married. It is evident that her remembrance of them in her will was the conscientious discharge of a recognized duty. She evidently regarded herself as in a sense a trustee of a portion of her husband’s estate, [159]*159a faithful discharge of the duties as to which required her to pass on to his blood relatives a portion of the estate which she received from him at the time of his death. It seems quite probable that the specific bequests of $39,000 closely approximate one half of the estate of which he died seized. If this be true, it should be considered a voluntary and conscientious discharge of duty which would not characterize the conduct of all persons.

Having made specific bequests of $39,000 to her husband’s relatives and $6,400 to her own relatives, is there any reason to believe that she intended her husband’s relatives to share in the residue of the estate? Ten of her husband’s, while only six of her, relatives are named in the will. If she used the term “heirs” in the sense of persons or legatees named in the will, then five eighths of the residue would go to her husband’s heirs while only three eighths would go to her own, and her husband’s heirs would get approximately two thirds of her entire estate while her own heirs would enjoy but one third thereof. Should these considerations still leave some doubt as to whether she intended the bulk of her estate to go to her husband’s heirs, we nevertheless should accord to the term “heirs” its fixed and settled meaning, as that meaning should be ascribed to it, unless a different intention on the part of the testatrix clearly appears. We are not only convinced that such an intention does not clearly appear, but that it is quite improbable. The judgment should be modified by assigning the residue of the estate to the heirs of the testatrix who are named in the will.

Another question is raised with reference to the'bequests found in the third and fourth paragraphs of the will. T. E. Edgar and John E. Johnson both predeceased the testatrix, and the question is whether the bequests in these paragraphs lapsed or whether the heirs of the respective legatees take under these bequests. It is claimed that the use of the words “heirs and assigns forever” indicates an intention on [160]*160the part of the testatrix that should the legatees therein named predecease her the legacies should go to their heirs and assigns. The words “heirs and assigns” when used in this connection have a well settled meaning in the law. They are universally held to constitute words of limitation, descriptive of the estate, and their use in such a connection does not constitute a substituted devise or bequest. Estate of Judson, 168 Wis. 361, 170 N. W. 254, and cases there cited; Farnsworth v. Whiting, 102 Me. 296, 66 Atl. 831. This rule of construction is recognized by counsel, but it is said that the word “or” should be substituted for the word “and,” so that the bequest in the third paragraph should be to Thomas R. Edgar “or” to his heirs and assigns forever, and the bequest in the fourth paragraph should be to John E. Johnson, to have and to hold the same unto him “or” his heirs and assigns forever, in order to effect the intent of the testatrix. Counsel, however, give us very little help- by way of demonstration of such an intent on the part of the testatrix. There is nothing in the evidence concerning surrounding circumstances that indicates such an intent.

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Cite This Page — Counsel Stack

Bluebook (online)
225 N.W. 818, 199 Wis. 154, 1929 Wisc. LEXIS 253, Counsel Stack Legal Research, https://law.counselstack.com/opinion/will-of-johnson-wis-1929.