Hagemeister v. Hagemeister

The questions raised on these appeals present the inquiry: What provisions, if any, did the testator intend to make 'for the support of >his widow and the two minor sons from the date of his death to the time his younger son arrived at the age of twenty-five years ? By the fifth paragraph of his will he devises to his widow the homestead during her. life, and by the ninth paragraph he bequeaths 'to her all the household furniture, furnishings, wearing apparel, and ornaments, except the few articles specifically given to his sons. After making the specific bequest referred to in the foregoing statement, testator, by the tenth paragraph of his will, gives, devises; and bequeaths all the residue and remainder of his estate to two trustees in trust for the uses and purposes as therein specifically designated and provided. Subdivision 1 of the tenth paragraph reads:

“During her widowhood (i. e. in case she is not remarried) and until both of my said sons, Henry F. Hagemeister, Jr., and Karl Hagemeister, shall arrive at the age of twenty-*251five years, my said trustees shall pay to my wife, Josephine Hagemeister¿ annually in equal monthly instalments, the sum of five thousand dollars ($5,000) for the support, care, nurture, and education of my said sons under twenty-five years of age.”

And subdivision 4 of the tenth paragraph reads:

“After my said son, Karl Hagemeister, arrives at the age of twenty-five years, and until she dies or remarries, my said trustees shall pay to my wife, Josephine Hagemeister3 annually in equal monthly instalments, the sum of $3,000.”

By subdivision 6 of the tenth paragraph it is provided that if the widow remarries, “the annuities hereinbefore provided for her shall then cease” and the trustees are to provide suitable support, maintenance, and education for the sons up to their twenty-fifth year, “and there shall be paid to my said wife upon her remarriage the sum of ten thousand dollars ($10,000).” The will provides for the distribution of the trust estate at the termination of the trusts.

The claims of the respective parties interested in this proceeding are in conflict as to the .meaning of subdivision 1 of the tenth paragraph. The widow asserts that the testator intended that she should receive $5,000 annually for the sole benefit of the two minor sons to provide for their support, care, nurture, and education. The executor contends that the testator intended thereby to give to the widow individually the specific sum annually and charged her with the support and education of the sons up to their twenty-fifth years respectively, and that this bequest ceased when she renounced the provisions of the will and she is not entitled to have paid to her any part thereof. The guardian ad litem insists that this bequest of $5,000 is a gift to the widow in common with the minor sons for their support and maintenance and education, and since the widow has elected to renounce the provisions made for her by will she can be paid only the amount that the two sons are annually entitled to receive during the limited period. The language of this provision is ambigú*252ous and we must look to tbe contents of tbe will and tbe facts and circumstances surrounding testator when be made it to ascertain bis'intent.

It appears reasonably certain that testator bad in mind that bis widow and bis two minor sons would reside in tbe homestead of tbe family and that tbe sons should receive tbe care, nurture, and watchful attention of their mother. Tbe evidence discloses that tbe family, during tbe testator’s life, lived in a provident way and probably did not expend annually a sum exceeding $5,000 for their support and maintenance, including that of tbe testator. There is no other provision made in tbe will for tbe widow’s support during tbe period testator charged her to care for, support, and educate tbe sons. After tbe younger son attains tbe age of. twenty-five years tbe widow is given $3,000 annually for her individual support. In a clause following these provisions of tbe will dealing with tbe support and maintenance of tbe testator’s family be declares: “In case my wife, Josephine, remarries, tbe annuities hereinbefore provided for her shall then cease and be no longer paid to her,” and be provides that then tbe “trustees shall provide suitable support, maintenance, and education for my said sons.” It is manifest from these provisions that testator omitted to provide for tbe widow’s support out of tbe estate until the younger son arrives at tbe age of twenty-five years unless be intended to provide for her out of tbe $5,000 bequest above specified. Such a result seems contrary to tbe manifest purposes and objects tbe testator bad in mind in providing for tbe care and maintenance of bis family. In this connection it is very significant that be gave bis widow individually $3,000 annually for her support when tbe $5,000 payment to her should cease. In another paragraph be declares that in case she remarries, “the annuities hereinbefore provided for her” shall cease and be no longer paid to her. Tbe words “annuities hereinbefore provided for her” can have no applica*253tion other than to tbe $5,000 and tbe $3,000 which he gives her upon conditions stated. The provisions of the will, in connection with the facts and circumstances under which testator acted in disposing of his estate and bestowing his bounty, indicate that he expected his widow and children to continue to live together in the family homestead after his death until the younger son arrived at the age of twenty-five years-as they had lived theretofore. The fact that he provided that the $5,000'bequest should be paid to his widow for four years after the older son ceased to have a claim thereto for his support and maintenance, in connection with the provision that she was not to receive the $3,000 provision for her support until this four-year period expired, is compelling and persuasive corroboration as tending to show that the testator intended that the $5,000 annual payment to the widow for the period fixed by him should be for the support of herself and the two sons, and that he had no intention of providing $5,000 annually for the individual support of the widow or of the two sons. We are led to the conclusion that testator intended to give the widow a beneficial interest in the $5,000 annual payment that he directed his trustees to pay her out of his estate until the younger son arrives at the age of twenty-five years.

By subdivision Y of paragraph 10 of the will testator provides that if his widow rejects the provision made for her in his will by electing to take under the law, the devises and bequests to her daughter Helen under the will are revoked and become part of the residue of the estate. This is in itself not persuasive as showing that testator intended, if she so elected to renounce the provisions made for her in his will, that she should thereafter receive the $5,000 annually for the support of herself and sons for the period specified and the $3,000 annually thereafter until she died or remarried. We discover nothing in this, or any other provision of the will indicating such an intent, and the plain implication is *254that he considered the life estate given her in their home and the annuities to be paid to her during her widowhood to be a just and equitable provision to cover her widow’s interest in his estate under his disposition of the estate. In the light of this thought in his mind there is no ground for saying that he intended she should receive these bounties should she elect to claim the share of his estate provided by law as his widow. It is considered that it does not “plainly appear by will” that he intended to give her these bequests if she elected to take a widow’s share of testator’s estate.

We are of the opinion that the circuit court correctly held that testator’s widow was given a beneficial interest in the $5,000 provision made in subdivision 1 of paragraph 10 of the will; that since she elected to claim her widow’s share of his estate provided by law she is not entitled to the provision made for her in the will; that the beneficial interests of the widow and the two sons in the $5,000 annuity under the will is a common interest, and that her interest ceased when she renounced the provision made for her in the will.

The question remains, What was the amount of her interest in this annuity? It is manifest from the will that the testator intended this bequest as a proper and suitable support- of his widow and the two sons respectively up to their twenty-fifth year and that she was to have the right of su-pervisionship as to its expenditure for the purposes indicated. The provision directing that she should receive $3,000 annually thereafter is a clear indication that he considered this a proper sum for her support as his widow. In view of this there can be little room for speculation but that he intended she should have the sum of $3,000 out of the $5,000 bequest for the support of herself and sons.

We are persuaded that the decision of the circuit court holding that the sons’ interest in this bequest is $2,000 annually and that the widow by renouncing the will lost her right to the íemaining $3,000, is correct and must stand.

*255By the Gourt. — Tbe judgment is affirmed. Tbe guardian ad litem is allowed tbe sum of $390.60 for bis services, disbursements, and expenses in tbis court.