853.11(3m)
(3m) Intentional killing of decedent by beneficiary. If a beneficiary under a will killed the decedent, the rights of that beneficiary are governed by
s. 854.14.
853.11(4)
(4) Other methods of revocation. A will is revoked only as provided in this section.
853.11(5)
(5) Dependent relative revocation. Except as modified by
sub. (6) this section is not intended to change in any manner the doctrine of dependent relative revocation.
853.11(6)(a)(a) If a subsequent will that partly revoked a previous will is itself revoked by a revocatory act under
sub. (1m), the revoked part of the previous will is revived. This paragraph does not apply if it is evident from the circumstances of the revocation of the subsequent will or from the testator's contemporary or subsequent declarations that the testator did not intend the revoked part of the previous will to take effect as executed.
853.11(6)(b)
(b) If a subsequent will that wholly revoked a previous will is itself revoked by a revocatory act under
sub. (1m), the previous will remains revoked unless it is revived. The previous will is revived if it is evident from the circumstances of the revocation of the subsequent will or from the testator's contemporary or subsequent declarations that the testator intended the previous will to take effect as executed.
853.11(6)(c)
(c) If a subsequent will that wholly or partly revoked a previous will is itself revoked by another, later will, the previous will or its revoked part remains revoked, unless it or its revoked part is revived. The previous will or its revoked part is revived to the extent that it appears from the terms of the later will, or from the testator's contemporary or subsequent declarations, that the testator intended the previous will or its revoked part to take effect.
853.11(6)(d)
(d) In the absence of an original valid will, the execution and validity of the revived will or part may be established as provided in
s. 856.17.
853.11 Annotation
When a 16-year-old will could not be found, revocation by destruction was presumed despite an expression of satisfaction with the will 6 years before death. Estate of Fonk,
51 Wis. 2d 339,
187 N.W.2d 147.
853.12
853.12
Premarital will or predomestic partnership will. 853.12(1)(1)
Entitlement of surviving spouse or surviving domestic partner. Subject to
sub. (3), if the testator married the surviving spouse or recorded a domestic partnership under
ch. 770 with the surviving domestic partner after the testator executed his or her will, the surviving spouse or surviving domestic partner is entitled to a share of the probate estate.
853.12(2)
(2) Value of share. The value of the share under
sub. (1) is the value of the share that the surviving spouse or surviving domestic partner would have received had the testator died with an intestate estate equal to the value of the testator's net estate, but the value of the net estate shall first be reduced by the value of all of the following:
853.12(2)(a)
(a) All devises to or for the benefit of the testator's children who were born before the marriage to the surviving spouse or the domestic partnership with the surviving domestic partner and who are not also the children of the surviving spouse or surviving domestic partner.
853.12(2)(b)
(b) All devises to or for the benefit of the issue of a child described in
par. (a).
853.12(3)
(3) Exceptions. Subsection (1) does not apply if any of the following applies:
853.12(3)(a)
(a) It appears from the will or other evidence that the will was made in contemplation of the testator's marriage to the surviving spouse or domestic partnership with the surviving domestic partner.
853.12(3)(b)
(b) It appears from the will or other evidence that the will is intended to be effective notwithstanding any subsequent marriage or domestic partnership, or there is sufficient evidence that the testator considered revising the will after marriage or domestic partnership but decided not to.
853.12(3)(d)
(d) The testator and the spouse have entered into an agreement that complies with
ch. 766 and that provides for the spouse or specifies that the spouse is to have no rights in the testator's estate.
853.12(4)
(4) Priority and abatement. In satisfying the share provided by this section:
853.12(4)(a)
(a) Amounts received by the surviving spouse under
s. 861.02 and devises made by will to the surviving spouse or surviving domestic partner are applied first.
853.12 History
History: 2005 a. 216 s.
75;
2009 a. 28.
853.13(1)(1) A contract to make a will or devise, not to revoke a will or devise or to die intestate may be established only by any of the following:
853.13(1)(a)
(a) Provisions of a will stating the material provisions of the contract.
853.13(1)(b)
(b) An express reference in a will to a contract and extrinsic evidence proving the terms of the contract.
853.13(2)
(2) The execution of a joint will or mutual wills does not create a presumption of a contract not to revoke the will or wills.
853.13 History
History: 1995 a. 225;
1997 a. 188.
853.13 Annotation
The existence of an irrevocable contract does not prevent the making of a later will or its admission to probate. The remedy is an action in equity to enforce the contract. Estate of Schultz,
53 Wis. 2d 643,
193 N.W.2d 655 (1972).
853.13 Annotation
Whether clear and convincing evidence of a contract exists is a fact to be found by the trial court and given deference by an appellate court. Estate of Czerniejewski,
185 Wis. 2d 892,
619 N.W.2d 702 (Ct. App. 1994).
853.13 Note
NOTE: The preceding cases were decided prior to the adoption of
1997 Wis. Act 188, which made extensive revisions to this section.
853.13 Annotation
Joint and mutual wills. Kroncke, 43 WBB, No. 5.
853.13 Annotation
Contracts to make joint or mutual wills. O'Donnell, 55 MLR 103.
853.15
853.15
Equitable election if will attempts to dispose of property belonging to beneficiary. 853.15(1)(a)(a) Unless the will provides otherwise, this subsection applies if a will gives a devise to one beneficiary and also clearly purports to give to another beneficiary property that does not pass under the will but belongs to the first beneficiary by right of ownership, survivorship, beneficiary designation or otherwise.
853.15(1)(b)
(b) If the conditions in
par. (a) are fulfilled, the first beneficiary must elect either to take under the will and transfer his or her property in accordance with the will or to retain his or her property and not take under the will. If the first beneficiary elects not to take under the will, unless the will provides otherwise his or her devise under the will shall be assigned to the other beneficiary.
853.15(1)(c)
(c) This section does not require an election if the property belongs to the first beneficiary because of transfer or beneficiary designation made by the decedent after the execution of the will.
853.15(2)
(2) Procedure for election. If an election is required under
sub. (1), the following provisions apply:
853.15(2)(a)
(a) The court may by order set a time within which the beneficiary is required to file with the court a written election either to take under the will and forego, waive or transfer the beneficiary's property interest in favor of the other person to whom it is given by the will, or to retain such property interest and not take under the will. The time set shall be not earlier than one month after the necessity for such an election and the nature of the interest given to the beneficiary under the will have been determined.
853.15(2)(b)
(b) If a written election by the beneficiary to take under the will and transfer the beneficiary's property interest in accordance with the will has not been filed with the court within the time set by order, or if no order setting a time has been entered, then prior to the final judgment, the beneficiary is deemed to have elected not to take under the will.
853.15(2)(c)
(c) Except as provided above, participation in the administration by the beneficiary does not constitute an election to take under the will.
853.17
853.17
Effect of will provision changing beneficiary of life insurance or annuity. 853.17(1)
(1) Any provision in a will which purports to name a different beneficiary of a life insurance or annuity contract than the beneficiary properly designated in accordance with the contract with the issuing company, or its bylaws, is ineffective to change the contract beneficiary unless the contract or the company's bylaws authorizes such a change by will.
853.17(2)
(2) This section does not prevent the court from requiring the contract beneficiary to elect under
s. 853.15 in order to take property under the will.
853.17 History
History: 2013 a. 92.
853.18
853.18
Designation of beneficiary, payee or owner. 853.18(1)(1) Except as otherwise provided in
s. 853.15 or
853.17 (1) or
ch. 766, none of the following is subject to or defeated or impaired by any statute or rule of law governing the transfer of property by will, gift, or intestacy, even though the designation or assignment is revocable or the rights of the beneficiary, payee, owner, or assignee are otherwise subject to defeasance:
853.18(1)(a)
(a) A written designation in accordance with the terms of any insurance, annuity, or endowment contract.
853.18(1)(b)
(b) Any agreement issued or entered into by an insurance company supplemental to or in settlement of any insurance, annuity, or endowment contract.
853.18(1)(c)
(c) Any written designation made under a contract, plan, system, or trust providing for pension, retirement, deferred compensation, stock bonus, profit-sharing, or death benefits, or an employment or commission contract, of any person to be a beneficiary, payee, or owner of any right, title, or interest thereunder upon the death of another, or any assignment of rights under any of the foregoing.
853.18(2)
(2) This section applies to such designations or assignments made either before or after June 25, 1969, by persons who die on or after that date. This section creates no implication of invalidity as to any designation or assignment, of the nature described in
sub. (1), made by any person who dies before that date or as to any declaration, agreement or contract for the payment of money or other transfer of property at death not specified under
sub. (1).
853.18 Annotation
The phrase “statute governing the transfer of property by will" in sub. (1) refers to statutes establishing formalities for the execution of a valid will. In Matter of Estate of Habelman,
145 Wis. 2d 228,
426 N.W.2d 363 (Ct. App. 1988).
853.19
853.19
Advancement. The effect of a lifetime gift by the testator on the rights of a beneficiary under the will is governed by
s. 854.09.
853.19 History
History: 1993 a. 486;
1997 a. 188.
853.25
853.25
Unintentional failure to provide for issue of testator. 853.25(1)(1)
Children born or adopted after making of the will. 853.25(1)(a)(a)
Applicability. Except as provided in
sub. (5), if a will fails to provide for a child of the testator born or adopted after execution of the will, the child is entitled to a share of the estate unless any of the following applies:
853.25(1)(a)1.
1. It appears from the will or from other evidence that the omission was intentional.
853.25(1)(a)2.
2. The testator provided for the omitted child by transfer outside the will and the intent that the transfer be in lieu of a testamentary provision is shown by the testator's statements or is reasonably inferred from the amount of the transfer or other evidence.
853.25(1)(b)
(b)
Share if testator had no living child at execution. Except as provided in
sub. (5), if a will fails to provide for a child of the testator born or adopted after the execution of the will and the testator had no child living when he or she executed the will, the omitted child receives a share in the estate equal in value to that which the child would have received under
ch. 852. This paragraph does not apply if the will devised all or substantially all of the estate to or for the benefit of the other parent of the omitted child and that other parent survives the testator and is entitled to take under the will.
853.25(1)(c)
(c)
Share if testator had living child at execution. Except as provided in
sub. (5), if a will fails to provide for a child of the testator born or adopted after the execution of the will and the testator had one or more children living when he or she executed the will and the will devised property to one or more of the then-living children, the omitted child is entitled to share in the testator's estate as follows:
853.25(1)(c)1.
1. The portion that the omitted child is entitled to share is limited to devises made to the testator's then-living children under the will.
853.25(1)(c)2.
2. The omitted child is entitled to receive the share of the testator's estate, as limited in
subd. 1., that the child would have received had the testator included all omitted after-born and after-adopted children with the children to whom devises were made under the will and had given an equal share of the estate to each child.
853.25(1)(c)3.
3. To the extent feasible, the interest granted an omitted child under this section shall be of the same character, whether equitable or legal, present or future, as that devised to the testator's then-living children under the will.
853.25(1)(c)4.
4. In satisfying a share provided by this paragraph, devises to the testator's children who were living when the will was executed abate ratably. In abating the devises of the then-living children, the court shall preserve to the maximum extent possible the character of the testamentary plan adopted by the testator.
853.25(1)(d)
(d)
Rights of issue. Except as provided in
sub. (5), if a child entitled to a share under this section dies before the testator, and the child leaves issue who survive the testator, the issue who represent the deceased child are entitled to the deceased child's share.
853.25(2)
(2) Living issue omitted by mistake. 853.25(2)(a)(a) Except as provided in
sub. (5), if clear and convincing evidence proves that the testator failed to provide in the testator's will for a child living at the time of making of the will, or for the issue of any then deceased child, by mistake or accident, including the mistaken belief that the child or issue of a deceased child was dead at the time the will was executed, the child or issue is entitled to receive a share in the estate of the testator as if the child or issue was born or adopted after the execution of the will, as follows:
853.25(2)(a)1.
1. If no children were included in the will but some or all of those children were omitted by mistake, then
sub. (1) (b) provides for the share of any child or issue omitted by mistake.
853.25(2)(a)2.
2. If some children were included in the will but other children were omitted by mistake, then
sub. (1) (c) provides for the share of any child or issue omitted by mistake.
853.25(2)(b)
(b) Failure to mention a child or issue in the will is not in itself evidence of mistake or accident.
853.25(3)
(3) Time for presenting demand for relief. A demand for relief under this section must be presented to the court in writing not later than (a) entry of the final judgment, or (b) 6 months after allowance of the will, whichever first occurs.
853.25(4)
(4) From what estate share is to be taken. Except as provided in
sub. (5), the court shall in its final judgment assign a share provided under
sub. (1) (b) as follows:
853.25(4)(b)
(b) Any balance from each devise to a beneficiary under the will in proportion to the value of the estate each beneficiary would have received under the will as written. If the intention of the testator, shown by clear and convincing evidence, in relation to some specific gift or other provision in the will would be defeated by assignment of the share as provided in this paragraph, the court may adopt a different apportionment and may exempt a specific devise or other provision.
853.25(5)
(5) Discretionary power of court to assign different share. If in any case under
sub. (1) or
(2) the court determines that the share is in a different amount or form from what the testator would have wanted to provide for the omitted child or issue of a deceased child, the court may in its final judgment make such provision for the omitted child or issue out of the estate as it deems would best accord with the intent of the testator.
853.27
853.27
Lapse. The rights under a will of a beneficiary who predeceases the testator are governed by
s. 854.06.
853.27 History
History: 1993 a. 486;
1997 a. 188.
853.27 Annotation
A will clause providing that if any beneficiary dies within 5 months of the testator, the deceased beneficiary's share is to be treated as if the beneficiary predeceased the testator, served to pass a deceased beneficiary's share to her children under the anti-lapse statute. Firehammer v. Marchant,
224 Wis. 2d 673,
591 N.W.2d 898 (Ct. App. 1999),
98-0586.
853.29
853.29
After-acquired property. A will is presumed to pass all property that the testator owns at the testator's death and that the testator has power to transfer by will, including property acquired by the testator after the execution of the will or acquired by the testator's estate.
