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Section 18.21 Ambiguities
Library | Estate Administration 2014 Supp |
C. (§18.21) Ambiguities
Ambiguities arise when two or more constructions of the document are plausible. The fact that parties disagree on the interpretation of a will does not, by itself, render the will ambiguous. Switzer v. Mercantile Bank of St. Louis, N.A., 932 S.W.2d 893, 896 (Mo. App. E.D. 1996); Boatmen’s Trust Co. v. Sugden, 827 S.W.2d 249, 254 (Mo. App. E.D. 1992). To determine whether a will is ambiguous so that the court can apply rules of construction, the court must look to the language used in the instrument itself rather than the result of the distribution plan. Ittner v. United Mo. Bank of St. Louis, N.A., 924 S.W.2d 40, 42 (Mo. App. E.D. 1996); Boone County Nat’l Bank v. Edson, 760 S.W.2d 108, 111 (Mo. banc 1988). Whether a will is ambiguous is a question of law for the court to determine, and the reviewing court is free to make its own determination. Ittner, 924 S.W.2d at 42; Edson, 760 S.W.2d at 111; see also In re Estate of Beare, 880 S.W.2d 562, 565 (Mo. App. E.D. 1993); Sugden, 827 S.W.2d at 254.
A “patent ambiguity” occurs when the meaning or donative intent is uncertain on the face of the instrument. Ittner, 924 S.W.2d at 42; Sugden, 827 S.W.2d at 254. Contradictory provisions of a will can create a patent ambiguity. If provisions of a will contradict each other, those provisions that are most congruent with the testator’s wishes as gathered from the entire will should prevail. In re Estate of Just, 618 S.W.2d 208, 211 (Mo. App. E.D. 1981). If construction of the will would make one of the contradictory provisions obsolete, the court may apply the rule that, when possible, no part of a will should perish by construction. In re Estate of Katich, 565 S.W.2d 468 (Mo. App. E.D. 1981). One or the other of two apparently inconsistent provisions in a will should not be invalidated if both are reconcilable with the general intention of the testator as determined from the language of the four corners of the will. Friedman v. Marshall, 876 S.W.2d 745, 753 (Mo. App. S.D. 1994).
In In re Estate of Strick, 934 S.W.2d 312, 315 (Mo. App. E.D. 1996), the appellate court reversed the probate court’s decision that the term “items of property” was ambiguous. As demonstrated in Strick, the appellate court makes its own determination as to whether an ambiguity exists because that issue is a question of law. Ittner, 924 S.W.2d at 42. In Creviston v. Aspen Products, Inc., 168 S.W.3d 700 (Mo. App. S.D. 2005), the court reviewed ambiguity in a document...
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- Chapter 18 Construction and Interpretation of Wills and Trusts
- Section 18.1 Scope of Chapter
- Section 18.2 A Note About the Missouri Uniform Trust Code
- Section 18.3 Historical Perspective—The Probate Courts
- Section 18.4 Merger of Probate Courts Into Circuit Court
- Section 18.5 Jurisdiction in General
- Section 18.6 Construction of Probated Wills
- Section 18.7 Construction of Trusts in Trust Administration
- Section 18.8 Construction of Wills and Trusts Independent of Administration
- Section 18.9 Jurisdiction Over Registered Trusts
- Section 18.10 Venue in Suits to Construe Wills and Trusts in General
- Section 18.11 Venue in Suits Involving Registered Trusts
- Section 18.12 Actions for Declaratory Judgment
- Section 18.13 Plaintiffs in Suits Involving Probated Wills
- Section 18.14 Declaratory Judgment
- Section 18.15 In General
- Section 18.16 Doctrine of Virtual Representation
- Section 18.17 Unknown or Unborn Parties
- Section 18.18 Service of Process
- Section 18.19 In General
- Section 18.20 Intent
- Section 18.21 Ambiguities
- Section 18.22 Presumption Against Intestacy
- Section 18.23 Presumption in Favor of Vesting of Estates
- Section 18.24 Ademption of Specific Bequests
- Section 18.25 Divorce or Other Change in Circumstances After Execution of Will
- Section 18.26 In General
- Section 18.27 Use of Extrinsic Evidence to Resolve Ambiguities
- Section 18.28 Compromise and Settlement of Controversies
- Section 18.29 Attorney Fees
- Section 18.30 Capacity to Create a Trust
- Section 18.31 Appellate Considerations (New Section)
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