Bender v. Bender

72 N.W.2d 220, 1955 N.D. LEXIS 136
CourtNorth Dakota Supreme Court
DecidedSeptember 23, 1955
Docket7534
StatusPublished
Cited by12 cases

This text of 72 N.W.2d 220 (Bender v. Bender) is published on Counsel Stack Legal Research, covering North Dakota Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bender v. Bender, 72 N.W.2d 220, 1955 N.D. LEXIS 136 (N.D. 1955).

Opinion

MORRIS, Judge.

This action involves the contest of the-will of Caroline Bender, deceased. The will was admitted to probate in the County Court of McLean County on December 16, 1953. The contestants, Albert Bender and. Annette Blumhagen, appealed to the district court o.f that, county where the matter was tried before a jury who returned a verdict in favor of the contestants, finding that the purported will was not the legal will of Caroline Bender.

*222 At the close'of the testimony" the proponent of the will moved for a directed verdict. The granting of that motion was resisted and the motion was denied pursuant to the provisions .of Section 28-1509, NDRC 1953 Supp. After rendition of the verdict the proponent moved for, judgment notwithstanding the verdict or. in the alternative for a new trial. The motion for judgment notwithstanding the verdict was granted and judgment entered setting aside the verdict of the jury and dismissing the appeal of the contestants from the order of the county court admitting the will to probate. From this judgment the contestants now appeal to this court.

For many years John Bender, with his wife, Caroline Bender, owned, operated, and resided upon a farm consisting of 480 acres of land in McLean County. John Bender died intestate on August 13, 1951, and left surviving him a widow and ten adult children. In addition to the farm John Bender’s estate consisted of some personal property including. . cash, the amount of which the record does not show. Under our laws of descent and distribution the widow inherited, bne-third of the estate and each of the ten children inherited one-fifteenth. The oldest son, Julius Bender, also a farmer in 'McLean County, was named administrator. Before the estate was closed it was proposed, the record does not show by whom, that the children should assign their interests in the estate to their mother. Eight of the ten children agreed to»and di.d so .assign .their interests. Two of the children, Albert Bender, the youngest son, and Annette Blumhagen, a daughter who was married and lived in a distant state, refused to execute assignments. On settlement of the estate they received their shares of the personal property and.wer# each decreed to be the owner of an undivided one-fifteenth interest in the farm.,,... ,

During the course of probate' Albert Bender filed a claim against his father’s estate for wages in the sum of $4,200. This claim was not looked upon with favor by the administrator and some of the heirs and was finally compromised by the payment to Albert of $2,100. All of the éstate except the-' shares' of Albert and Añnetté was turned over to the widow, Caroline Bender. Caroline Bender later moved to Bismarck, North Dakota, where she purchased a house in which she resided with her unmarried daughter, Amelia, at the time of her death 'on: September 19, 1953.

During the forenoon of July 23, 1952, Caroline Bender, accompanied by her son, Julius, appeared at the office of John E. Williams, an attorney at law in Washburn and told him that she wanted to make a will. She gave him the details as to how the will was to be drawn. He made notations of what the will was to contain ¿nd she and Julius left. Mr. Williams drew up a will- On the afternoon of the same day she returned to the office alone and the attorney read to her the will that he had prepared. The fourth paragraph of this instrument provided:

“It is. my wish that my daughter, Annette Blumhagen, and my son, Albert Bender, receiye no share of my estate, for the reason that they have received their interest in their father’s estate.”

• She told the' attorney that she had changed her mind about one portion of the will and stated the change.that she wished to make. This change pertained to a- bequest to Amelia, the daughter with whom she lived. It had no reference to the fourth paragraph which disinherited the contestants. The attorney then prepared a new will, the fourth paragraph of which was identical with the fourth paragraph of.the draft that the-attorney had prepared that morning. The eight children, excluding the .contestants, were made residuary legatees in equal , shares. The attorney read to her the new draft in its entirety, which she then executed in the presence of the attorney and his- stenographer who signed as witnesses.

The contestants challenge the validity of the will on two grounds. They contend that at the time it was executed the testatrix wa^ incompetent to make a will and was not of sound and disposing mind and *223 memory and that at the time of the. execution of the will she was “under undue influence by or on behalf of persons. who intended to profit thereby or who intended to deprive the respondents, as lawful heirs of,the decedent,, of their: lawful rights; * * * » ' ' " " ' _ '

There is no evidence in this record-that at the time the testatrix appeared at the attorney’s office to- make her will she lacked capacity to make a testamentary disposition of her property. ■

“Where a will is contested on the ground that the testator 'did' not-have testamentary capacity, the inquiry and proof as to such capacity should be directed to the time when the will was executed. The critical inquiry in determining testator’s mental capacity to execute a will is directed to his condition of mind at the very time he signed the will and evidence of his .previous or subsequent conduct is admissible only so far as it may throw light on his mental condition at the precise moment that the will was signed.” Stormon v. Weiss, N.D., 65 N.W.2d 475, 508.

The contestants strongly press the charge that the will, at least insofar as it disinherited them, was the result- of undue influence. Time is also a. factor in determining whether undue influence will destroy the validity of an otherwise valid will. While undue influence need not- be exerted at the time .of. the execution of the will, yet in order tp affect validity it must be operative at the rime, of execution. Drury v. King, 182 Md. 64, 32 A.2d 371; Page on Wills, Lifetime Edition, Section 191.

“We have often stated that to be undue, influence must operate at the time the will is made and must dominate and control the making of the will; that it must be such-as to make the will express the purpose apd. intent of the person exercising the influence and not the purpose and intent .of the testator; that undue influence is not .established by, proof of opportunity to exercise and disposition to do so or by proof of persuasion and request.” In re Eiker’s Estate, 233 Iowa 315, 6 N.W.2d 318, 320.

The contestant, Albert Render, testifies that in October 1,951, .which was some nine months before the will was made, he had a conversation with Julius Bender, administrator of his father’s estate, regarding the claim that Albert had filed against the'.estate and Julius said: “if you don’t stop that claim. I will have mother make out a will and disinherit ,you.” and that another .brother, Edwin, .who was present sajid:. “That is what we. are going to do.” These statements express .an intention on the part of.-Julius and Edwin to (attempt to persuade the testatrix to disinherit Albert.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Matter of Conservatorship of Sickles
518 N.W.2d 673 (North Dakota Supreme Court, 1994)
Matter of Estate of Herr
460 N.W.2d 699 (North Dakota Supreme Court, 1990)
Matter of Estate of Stenerson
348 N.W.2d 141 (North Dakota Supreme Court, 1984)
Stanchfield v. Stanchfield
348 N.W.2d 141 (North Dakota Supreme Court, 1984)
Matter of Estate of Polda
349 N.W.2d 11 (North Dakota Supreme Court, 1984)
Okken v. Okken Estate
348 N.W.2d 447 (North Dakota Supreme Court, 1984)
Lembke v. Unke
171 N.W.2d 837 (North Dakota Supreme Court, 1969)
Seaborn v. Kaiser
117 N.W.2d 863 (North Dakota Supreme Court, 1962)
In Re Nystuen's Estate
80 N.W.2d 671 (North Dakota Supreme Court, 1956)

Cite This Page — Counsel Stack

Bluebook (online)
72 N.W.2d 220, 1955 N.D. LEXIS 136, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bender-v-bender-nd-1955.