Court Opinion

ID: 8191940
Source: CourtListenerOpinion
Date Created: 2022-09-09 23:15:00.936608+00
Date Added: 2024-06-11T16:40:38.416750
License: Public Domain

The following opinion was filed December I, 1915:
Yxhjb, J.
The testator was a bachelor sixty-four years of age at the time of his death. His mother died in 1868 leaving a farm of the present value of about $15,000. ITis father married again and was living on the farm as tenant by the curtesy. He has died since this action began and an administratrix of his estate has been duly appointed and substituted in his place as contestant. The testator had a one-seventh interest in his mother’s farm subject to his father’s estate by the curtesy, and it appears that at various times he expressed dissatisfaction with his father and brothers because he could not obtain his share of his mother’s estate. Otherwise he seems to have been on good terms with his relatives. Though of fair health up to within a few years of his death he never acquired any property of his own. His life was spent in various kinds of common work at different places. Part of the time he would work for his board only and part of the time visit with his relatives, including his father, his brother in Montana, and his sister in Nebraska. But he never stayed long with his father and had expressed dissatisfaction with his “hanging onto life” so long. He spent two winters doing chores for his board with a friend by the name of Hackett in Valley Junction, and he also stayed there five weeks in the spring of 1913. Some six or seven years before he died he made his home for a time with Jess McCullough, *251the residuary legatee. Eor six mouths at least he paid him hoard. After that he came and went as he pleased. Fish, the other legatee, was an old friend of his, but there is no evidence that he felt any more friendship for him or for McCullough than he felt for a number of other friends. Eor some time before his death he lived alone in a house near Valley Junction. A farmer by the name of Christenson was his nearest neighbor, and towards the end he and his family took care of him night and day. The Tuesday previous to his death, which occurred on Friday, he was taken from his house by McCullough on a cot and brought to the boarding house of Fish at Tomah. He died from tuberculosis of the lungs, and for a week before he was removed to Tomah he was so weak and sick that he had been unable to take any nourishment except lemonade. His hands and feet were cold and showed discoloration, and he had to be turned in bed.
In May, 1913, he borrowed from a crippled brother $500, giving a mortgage on his share of his mother’s estate as se- • curity. Of this money he had $325 left. The Saturday before he died he asked Christenson to take care of this money for him, but he refused. The next day he sent for Christen-son, and when he came he asked him to make out a check for the money to McCullough, who was there. This Christenson did, dating the check as of Saturday, and the testator signed it. The next day McCullough drew the money from the bank and had Fish draw -an agreement to the effect that Mc- ' Cullough should make such arrangements and take such care of testator as he saw fit. McCullough took him to Fish’s house as stated and agreed to pay $20 per week for his board and nursing — Mrs. Fisk,being a nurse.
From Tuesday until Friday at the time the will was executed the evidence is silent as to what took place. The testator, however, was continually growing weaker. When the will was being drawn his legs were rubbed to assist circula*252tion and to keep them warm. The beneficiaries were present when the lawyer, called by Fisk, inquired of him how he wished to dispose of his property and they were present at all times thereafter till the will was executed. He was then so weak that his hand had to be assisted in holding the pen and guided in making his mark, though he had been a fair penman during his life and had written a very friendly letter to his brother in May preceding when he obtained the $500. The will was read to him by the lawyer who drew it clause by- clause and he assented to each. Mrs. Eisk, the witnesses to the will, and the beneficiaries were then present.
Such, in brief, are the main facts touching the testator’s life and condition immediately preceding the execution of the will as disclosed by the record. The trial court found that the beneficiaries exerted undue influence upon him. Can we say that such a finding is clearly contrary to the legitimate inferences that may be drawn from the evidence ?
It is quite clear that the testator was a man susceptible to undue influence, especially at the time the will was made, owing to his then extremely enfeebled condition. There was what may be termed only a spark of life left in him. He no longer had much ■ vitality to assert a will of his own. Even in his usual health he must have been a man of rather feeble will power — lacking in initiative and push, for he never acquired any property of his own. His motto seems to have been, Sufficient unto the day is enough. In all these respects he differs from the testator in Ball v. Boston, 153 Wis. 27, 141 N. W. 8, who had been an active business man and had evidently possessed a strong mind. Neither w'as his will made in such an enfeebled condition, for he lived a month after it was executed. So it must be deemed that the evidence establishes quite clearly and satisfactorily that the testator .was susceptible to undue influence. There is like proof that an opportunity to exercise undue influence existed, for *253be was in tbe house of the proponent, Fish, three days before he died, when both Fish and McCullough had access to and visited with him. On the question of their disposition to exercise undue influence, however, the proof is quite meager. There is no direct evidence of it farther than that one of them had received from him for safe-keeping and- disbursement all the cash that he had and the other was to receive $20 per week for caring for him. Neither fact is very persuasive* and both are consonant with disinterestedness and friendship or legitimate business only. Perhaps the strongest inference that such disposition existed may be drawn from the fact that they now seek to retain what was gratuitously given as against an aged father who would otherwise have been entitled thereto, and from the fact that the result appears to have been the effect of such influence. The deceased had never expressed any intention of making a will, a fact of no great value because he considered he had little if anything to leave. The trial court was satisfied from the evidence that testator was ■on good terms with his nearest relatives and that he entertained no greater friendship for the legatees than he did for his relatives and for a number of other friends, or felt himself under any greater obligations to them. And such con-clusion finds support in the evidence. Hence the result indicated pretty clearly the existence of undue influence. While it is true that a testator susceptible to undue influence; an opportunity for the exercise thereof; a disposition to exercise it; and a result indicating its exercise must be established by clear and satisfactory evidence before a court is justified in setting aside a will, yet the clear establishment of three of these essential elements may with slight additional evidence as to the fourth compel the inference of its existence. This is especially true where the will is not what may be termed a natural one, such as relationship usually dictates. In Gunderson v. Rogers, 160 Wis. 468, 152 N. W. 157, it was said *254that strong evidence of lack of testamentary capacity or of undue influence was required to nullify a will máde according to the dictates of natural justice. Where it is not so-made less proof may suffice, for legitimate inferences of infirmity may be drawn from its departure from natural justice. Here at least some such departure occurs. In this respect also the case differs from the Ball Case. Here the property is left to entire strangers by blood or marriage; there it was left to the testator’s second wife — his adult children by his former marriage having been to some extent previously assisted by him and having shared a $1,000 insurance policy, while the property left by the will to the wife did not exceed $3,000 in value.
The result reached is that, while the case is a close one, the judgment of the trial court must be affirmed because we cannot say it is clearly erroneous. As bearing upon the questions discussed recourse may be had to the following late cases in this court: Ball v. Boston, 153 Wis. 27, 141 N. W. 8; Duncan v. Metcalf, 154 Wis. 39, 141 N. W. 1002; Skrinsrud v. Schwenn, 158 Wis. 142, 147 N. W. 370; and Gunderson v. Rogers, 160 Wis. 468, 152 N. W. 157.
By the Gourt. — Judgment affirmed.
A motion for a rehearing was denied, with $25 costs, on February 1, 1916.