Fritsch v. Wepking
Fritsch v. Wepking
Opinion of the Court
We have recently held in a series of cases that the construction placed upon the provisions of a will by judgment or order is a finality, and that the court may not entertain a later petition for the construction of the will. Estate of Austin, 258 Wis. 578, 46 N. W. (2d) 861; Estate of White, 256 Wis. 467, 41 N. W. (2d) 776; Estate of Larson, 257 Wis. 579, 44 N. W. (2d) 535; and Estate of Lenahan, 258 Wis. 404, 46 N. W. (2d) 352. The question then is: Was the will construed in the judgment of December 12, 1939? If it was, there was no occasion for its construction upon the petition of the two sons filed on August 22, 1950, which, in effect, sought construction.
The court’s authority to construe the will in the judgment assigning the estate is not challenged. In assigning an estate the court not only has the power to construe a will — it cannot order an assignment without such construction. Estate of Garbade, 187 Wis. 105, 203 N. W. 748.
It is true that the decretive portion of the judgment does not in express terms limit the time within which the sons might exercise the options granted by the will. But the decree in its decretive portion does contain a direction for the distribution of all the remaining estate “in accordance with the terms of said will.” It should be given effect according to the court’s intention clearly expressed in the quoted finding, that the respective sons “should have the privilege of purchasing the respective farms . . . during the lifetime of said Thatie Fritsch,” and the judgment must be read as though the court had added to the sentence of the decree the words, “as herein construed.” To so conclude is to
It is not contended that the court’s expression contained in the pertinent finding, that the sons “should have the privilege of purchasing the respective farms . . . during the lifetime of said Thatie Fritsch,” was perfunctorily made. On the contrary, a deliberate purpose to give construction to an ambiguous provision in the will is clearly indicated. It is more than a “mere recitation of how the court is going to construe the will,” as it was in Will of Corse, 195 Wis. 88, 217 N. W. 726; it is, in fact, a construction which must be carried into the decretive portion of the judgment.
The construction placed upon thé will by the terms of the judgment assigning the estate is not open to further construction; it is not ambiguous. It clearly and definitely limits the time within which the options might be exercised to the period of the life of the widow and implies the exclusion of any additional period. Expressio unius est exclusio alterius.
There is no clear distinction between the options granted by the terms of the will, as construed by the court, and that granted in the ordinary option agreement. In the case of the latter, time is generally regarded as of the essence of the contract. 12 Am. Jur., Contracts, p. 867, sec. 312. The reason for the rule applies here as it does in the case of the ordinary option agreement. It is stated in Waterman v. Banks, 144 U. S. 394, 403, 12 Sup. Ct. 646, 36 L. Ed. 479:
“The court regards it as the case of a condition on the performance of which the party performing it is entitled to a certain benefit; but in order to obtain such benefit he must perform the condition strictly. Therefore if there be a day fixed for its performance, the lapse of that day without its being performed prevents him from claiming the benefit.”
We may not be concerned with the question whether the construction placed upon the will by the judgment of Decern-
We conclude, therefore, that there has been a final construction of the will, and that, applying such construction, the time within which the two sons might have exercised the option expired with the death of Thatie Fritsch.
. Appellants attack that part of the order of August 1, 1950, authorizing a sale of the real estate by the surviving trustee upon the ground that it was made without notice. The will named George Fritsch, Jr., and Frank Wepking executors and trustees and authorized them to dispose of testator’s real estate. Since such power was given there was no need of an application to the court for authority therefor, and the failure to give notice of hearing is not fatal.
By the Court. — Judgment affirmed.
Dissenting Opinion
(dissenting). The majority opinion refers to the contents of the judgment assigning the estate on December 12, 1939, and quotes the following as if it were a part of the judgment:
“That during the lifetime of said Thatie Fritsch, unless said sons purchase their respective farms meanwhile, said sons shall have the privilege of leasing said farms on the terms provided by the said will, to wit: Said George Fritsch to pay not to exceed $720 annually plus taxes and necessary repairs, and said Henry Fritsch to pay not to exceed $480 per year plus taxes and necessary repairs. . '. .”
But whether it is or is not a part of the judgment of December 12, 1939, by reason of an attempted amendment, it does not appear to me that there is any occasion for questioning the rule that where there has been a construction of a clause in a will, and that construction embodied in a judgment, that that judgment becomes final. A portion of the will embodied in the judgment with which we are con
“That in the findings of fact of said judgment certain findings were made in respect to the construction of the will of said George Fritsch, deceased, as set out following the copy of the will on page 2 of paragraph 4A of said findings of fact;” and
“That through an oversight these findings of fact were not incorporated in the judgment, although at the time of said hearing on the final account the court did actually construe the said will of George Fritsch, deceased, as set out in the findings of fact heretofore mentioned.” It is this order that was held to be void.
The majority opinion cites the case of Estate of Garbade, 187 Wis. 105, 203 N. W. 748, to the effect that “in assigning an estate the court not only has the power to construe a will — it cannot order an assignment without such construction.” As I read the case, it is authority to the effect described in the headnotes as follows:
“1. Proceedings for the construction of wills without personal service on interested minors as provided in subs. (1) and (4), sec. 2636, and sec. 3791a, Stats., are not approved, notwithstanding the appearance of the guardian ad litem of the minors.
“2. A will may be construed in a final decree allowing a final account, determining the inheritance tax, and assigning the residue of the estate.
“3. . . . the final decree is sustained in the absence of anything in the record from which it might be inferred that the court did not give the will full and careful consideration in rendering its final decree.”
The rights -claimed by petitioners to which we are to give attention on this appeal are based on the clauses particularly referred to herein. There is no provision for an out-and-out purchase of the farms by the sons until after the death of their mother. They take under a devise with
The sons acted in accordance with the provisions in the will, and during the widowhood of their mother left the amount they were to pay as provided in the devise in the estate, so that the income thereof would be available for the widow in accordance with the provisions of the will now under review. They acquired their rights by a devise under which they were bound to leave the limited amounts in the control of the estate during the life of the widow.
The trial court proceeded to construe the will for the first time. The rule followed in this particular by the learned trial judge has been firmly established in this jurisdiction. Only when a final judgment or order (see Estate of Bosse, 246 Wis. 252, 16 N. W. (2d) 832) has in fact construed a particular provision of the will is that provision so construed binding on all parties in interest who had notice of the application to enter a final judgment. As held in Will of Inbusch, 193 Wis. 10, 212 N. W. 634, when the final judgment does not construe a provision and instead
After the death of the mother, the appellants, Henry Fritsch and George Fritsch, Jr., gave notice of their intention to exercise the right bequeathed and devised to them in the will of their father. They then declared themselves ready to purchase the respective tracts of land described in the will and on the terms therein set forth. The executor and trustee declined to recognize their rights to purchase under the option provisions of the will, and Henry Fritsch and George Fritsch, Jr., petitioned the court to direct the executor and trustee to convey to them by sufficient instruments of conveyance the real estate for the consideration provided by the terms of the will.
The court denied the petition, dismissed the proceedings, and by its judgment then for the first time declared that the provision of the will with relation to the devise to the sons to exercise the right of acquiring the land under the will was lost by them because they did not purchase the farms before the death of their mother. The devise is described in the statement of facts.
This appeal is from a judgment construing ,an uncon-strued portion of the will, and therefore the question now presented is as to what the language used by the testator in his will, now a part of the judgment, actually meant or provided with relation to the so-called options claimed by the two sons. The appellants were entitled to assert their rights and to seek the relief asked for unless they were foreclosed of their rights by a judicial construction already
The circumstances surrounding the testator included the manifest interest in all the members of his family, of course, and his evident desire to provide for his heirs and legatees, together with the fact that two of the testator’s sons were interested in and were working farms belonging to him, the income from which was to be used in a certain way. In his will he provides for their acquiring the title to those particular premises. In the will the testator arranges matters so that there will be a definite amount realized each year as income for his widow, dependent upon the sons entering into the arrangement. They could not exercise an independent and complete power of purchase until after their mother’s death, for the prospective income was deeply embodied in the plan. The price at which each son is to
The testator owned other real estate. To be certain that it would be understood that he meant to set aside and place this property as described subject to the “option” rights given his two sons, he plainly excepted these farms from his other holdings by providing that upon the death of his wife “all other real estate I may own is to be sold to the highest bidder for cash, and the amount realized, together with all personal property I may own, and the amounts due from Henry and George are to be divided equally between my children or their heirs.” The will further provides that “any indebtedness due me from any of my children is to be added to my estate and deducted from his or her share.” He thus succeeded in establishing a basis of income for the widow and protecting the rights of the sons to acquire the farms he knew they were interested in and which he intended them to have, as well as in making provision for
Under the circumstances appearing in the record, the judgment ought to be reversed and the cause remanded with directions to enter judgment requiring the granting to the appellants the rights devised them. Otherwise we are affirming a judgment which holds that it is construing the will for the first time, and we are depriving the petitioners of the right to have us pass upon the construction of the will, because, as the majority say, it has already been construed.
I am authorized to state that Mr. Chief Justice Fritz and Mr. Justice Martin join in this dissent.
Reference
- Full Case Name
- Estate of Fritsch: Fritsch and Another, Appellants, vs. Wepking, Executor-Trustee, and Another, Respondents
- Cited By
- 3 cases
- Status
- Published