From Casetext: Smarter Legal Research

Estate of Treat

Supreme Court of Wisconsin
Nov 16, 1948
34 N.W.2d 685 (Wis. 1948)

Opinion

October 13, 1948. —

November 16, 1948.

APPEAL from a judgment of the county court of Green county: HAROLD J. LAMBOLEY, Judge. Reversed.

For the appellant there was a brief by Thomas W. Pierce and Wilkie, Toebaas, Hart, Kraege Jackman, all of Madison, and oral argument by Mr. Pierce and Mr. Oscar T. Toebaas.

For the respondents there was a brief by Loveland Benkert of Monroe, attorneys, and Clifford G. Mathys of Madison of counsel, and oral argument by Mr. Mathys and Mr. Arthur C. Benkert.


This is an appeal by Grace Painter, a specific legatee named in the last will and testament of Nellie S. Treat, from a decree entered May 8, 1948, which construed the last will and testament of Nellie S. Treat, deceased, in favor of the residuary legatees, Marie Blum, Werner Blum, the Universalist Church of Monroe, Eastern Star Lodge, and Monroe Chapter of D. A. R., and assigned the jewelry of Nellie S. Treat, deceased, to them.

The court held that the jewelry of Nellie S. Treat, deceased, was not given to Grace Painter by paragraph IV of said last will and testament.

The only surviving heirs at law and next of kin of Nellie S. Treat were two first cousins and one second cousin. The appellant, Grace Painter, had been acquainted with Nellie Treat seventeen or eighteen years, and the evidence shows that she was acting as her housekeeper and nurse when the will was executed on August 5, 1946, and so continued until the death of Nellie S. Treat on October 5, 1946.

Nellie Treat left an estate appraised at $90,980.97, consisting of improved real estate (two store buildings and her home) appraised at $44,000, household furniture appraised at $1,303.50, cash and securities appraised at $43,043.77, and jewelry appraised at $2,633.70.

Nellie Treat died testate and her will was admitted to probate without any objection from anyone. By her will Nellie Treat gave one of her store buildings to the tenants of the building; she gave the appellant, Grace Painter, the other store building, her dwelling, and "all furniture, household goods, ornaments and personal effects" located in her dwelling; and she gave to each of the respondents a specified sum of money and gave each of them the rest, residue, and remainder of her estate in such proportions as their respective specific shares bear to the total of their specific bequests. None of the beneficiaries in said will are related to Nellie Treat.

The respondent, the Universalist Church of Monroe, petitioned the county court of Green county, where the estate of said Nellie Treat, deceased, was being probated, for a construction of paragraphs IV and VII of said will to determine whether the jewelry is disposed of by paragraph IV or VII of said will.


The sole question raised in the appeal is, who is entitled to the testatrix's jewelry, Grace Painter or the residuary legatees? The answer to this question is in paragraph IV of the will of Nellie S. Treat which provides:

"I give and bequeath to the said Grace Painter all furniture, household goods, ornaments and personal effects, located in my dwelling in the city of Monroe of which I shall be the owner and shall be in possession at the time of my death."

In construing a will the most important rule to be followed is, of course, the one which requires that the general intent of the testator, if not inconsistent with some established rule of law or public policy, such, for instance, as that the testator has not used any words which can be so construed as to conform to his intent, must govern.

Nellie Treat gave. Grace Painter one of her store buildings and her home upon the condition that Grace Painter continue to care for her as her housekeeper and practical nurse during the remainder of her lifetime (paragraph III). She gave her other store building to the tenants in the building (paragraph II), and she gave all her furniture, household goods, ornaments and personal effects located in her dwelling to Grace Painter, unconditionally (paragraph. IV). She gave certain sums of money to the respondents, the Universalist Church of Monroe, Marie Blum, Werner Blum, Eastern Star Lodge, and Monroe Chapter of D. A. R. (paragraph V). Thus, Nellie Treat made specific bequests of all her estate except for her cash and securities which constituted the residue of her estate.

Paragraph VII provided:

"All of the rest, residue and remainder of my property, of every kind and nature, either real or personal, wheresoever situated, I give, devise and bequeath to the beneficiaries named in paragraph V of this my last will and testament in such proportions as their respective shares bear to the total of the bequests set forth in said paragraph V."

The language of the will indicates that Nellie Treat did not intend to give her jewelry to the residuary legatees. Jewelry could be of no use to the Universalist Church, the Eastern Star Lodge, or the D. A. R., nor would a woman's jewelry be of any use to Werner Blum. These legatees could only sell the jewelry and use the money derived from the sale. The jewelry could not be divided among the residuary legatees in accordance with the terms of the will. The jewelry would have to be sold and the money divided.

The words "furniture, household goods, ornaments and personal effects" must be given their ordinary meaning. Estate of Melville (1940), 234 Wis. 327, 291 N.W. 382; Will of Buchanan (1933), 213 Wis. 299, 251 N.W. 250. It is stated in Benner v. Mauer (1907), 133 Wis. 325, 329, 113 N.W. 663:

"The familiar rule that words which are plain and in their literal sense lead to no inconsistent or absurd consequences must be presumed to have been used in their common and ordinary meaning, and such presumption must absolutely prevail, precludes ascribing to a written instrument a meaning out of the ordinary sense thereof, and renders all efforts to do so wholly illegitimate, in advance of ambiguity appearing."

When the words "furniture, household goods, ornaments and personal effects" are given their common and ordinary meaning and are read with the entire will, they plainly include testatrix's jewelry. They are not in conflict with any other part of the will, they lead to no inconsistent or absurd results, and there is no reason for judicial construction of the will. See 57 Am. Jur., Wills, p. 716, sec. 1121, and p. 719, sec. 1124.

The jewelry, therefore, under the will should be awarded to the appellant, Grace Painter.

By the Court. — Judgment reversed, and trial court ordered to enter judgment according to this opinion.

BROADFOOT, J., took no part.


Summaries of

Estate of Treat

Supreme Court of Wisconsin
Nov 16, 1948
34 N.W.2d 685 (Wis. 1948)
Case details for

Estate of Treat

Case Details

Full title:ESTATE OF TREAT: PAINTER, Appellant, vs. BLUM and others, Respondents

Court:Supreme Court of Wisconsin

Date published: Nov 16, 1948

Citations

34 N.W.2d 685 (Wis. 1948)
34 N.W.2d 685

Citing Cases

Will of Wright

Any interpretation of the trust provisions which permits the use of the fund to pay for Alfred's ordinary…

In the Matter of Estate of Lewis

Similarly, the additional out-of-state authorities tendered by petitioner at oral argument are all…