Biersdorf v. Putnam

182 P.2d 992, 181 Or. 522, 1947 Ore. LEXIS 207
CourtOregon Supreme Court
DecidedFebruary 4, 1947
StatusPublished
Cited by13 cases

This text of 182 P.2d 992 (Biersdorf v. Putnam) is published on Counsel Stack Legal Research, covering Oregon Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Biersdorf v. Putnam, 182 P.2d 992, 181 Or. 522, 1947 Ore. LEXIS 207 (Or. 1947).

Opinions

BAILEY, J.

This suit was instituted by Phoebe Biersdorf against Lillian B. Putnam, Mable L. Biersdorf, Inez E. Bice, Edgar A. Biersdorf and Verna E. Luedtke, to have set aside an instrument, executed by the parties to this litigation on or about June 4,1945, reading as follows:

“In consideration of the sum of One Dollar and other valuable consideration paid by Phoebe D. Biersdorf, widow of Herman B. Biersdorf, deceased, to children of said Herman B. Biersdorf, deceased, namely, Lillian B. Putnam, Edgar A. Biersdorf, Mabel L. Biersdorf and Verna E. Luedtke and Inez E. Bice, and in consideration of the sum of One Dollar and other valuable consideration, paid by all of the said children to the said Phoebe D. Biersdorf, the said Phoebe D. Biersdorf hereby assigns all of her right, title and interest in and to all of the personal property belonging to the estate of said Herman B. Biersdorf, deceased, to the said children, including all stocks, bonds, bank accounts and other evidences of indebtedness, defense bonds, etc., except the household furniture now located at 2716 S. E. 35th Avenue in the City of Portland, Oregon, and also the Ford automobile, the house and lot located at said address being held in the joint names of said Herman B. Biersdorf, deceased, and said Phoebe D. Biersdorf, is an estate by the entirety and under the law goes to the survivor, Phoebe D. Biersdorf.
“It is further agreed that the said children of said Herman B. Biersdorf, deceased, will pay the expense of administration of said deceased out of *525 their funds of said estate, including funeral expenses and expense of last illness.
“Dated June 4,1945.
Phoebe D. Biersdorf
Lillian B. Putnam
Mabel L. Biersdorf and Inez E. Rice
by Lillian B. Putnam
Edgar A. Biersdorf
Verna E. Luedtke”

The complaint alleges that Herman R. Biersdorf died intestate on June 1, 1945, in Multnomah county, Oregon, leaving an estate consisting of personal property valued in excess of $30,000; that plaintiff and defendants, widow and children respectively of deceased, are his only heirs at law; that defendants, on or about the 4th day of June, 1945, by duress, menace, fraud and undue influence induced and caused the plaintiff to sign the instrument, copy of which is hereinbefore set forth, by advising the plaintiff that:

“ * * * said decedent left a will which was effective as a will, and that the defendant Lillian Biersdorf Putnam was named therein as executrix to administer said estate; and that said defendant had prior right to act as such executrix. That said defendants further advised the plaintiff that if she insisted on receiving anything in addition to the home property, which was owned by the plaintiff and said decedent as tenants by the entirety, that said defendants would contest her right to any of said estate, and in such event plaintiff might not receive anything; defendants at said time and place further advised plaintiff that it was imperative that said offer be accepted on the spot, as the defendant Edgar A. Biersdorf had to leave the city the next day. That defendants advised plaintiff she might receive the automobile and household furniture if she signed the instrument, and further advised *526 plaintiff that she was not entitled to receive inore than the home because of the brevity of - the marriage. That all of said statements were made to plaintiff by the defendants and their legal adviser, who was present with them. ’ ’

It is further alleged that at the time such statements and representations were made.to her the plaintiff was greatly depressed, not mentally alert, “was ignorant of her rights in said estate, and was inexperienced in such business matters”; that at the time she signed the instrument “she was fearful that if she refused to accede to the demands of defendants and their counsel she would lose all her interest in said estate, including her home”; that she relied upon the representations which were made to her; that such representations were false and fraudulent and known by defendants to be such, and were made by the defendants for the purpose of deceiving and coercing her to execute the instrument; and that “because of the false representations, threats, coercion and duress of the defendants, the plaintiff executed said instrument, and for no other reason”.

Defendants’ amended answer admits that the plaintiff is the widow, and defendants the children, of Herman E. Biersdorf, deceased; that he died intestate June 1, 1945; that the value of his estate was in excess of $80,000; that the plaintiff and defendants are his sole heirs; and that plaintiff signed said instrument. It denies all the remaining allegations of the complaint.

After a trial on the merits the circuit court found for the defendants and entered a decree dismissing the suit. Plaintiff has appealed.

There is a decided conflict in much of the evidence relating to the circumstances surrounding the execu *527 tion of the challenged instrument. Before discussing that evidence, however, we shall refer to matters about which there is little, if any, dispute.

Dr. Herman B. Biersdorf and plaintiff were married at Vancouver, Washington, on April 11,1945. He was 71 years of age and had five children, defendants herein; she was 52 years of age and had four children, three of whom were then living. She is a graduate of a normal school and had taught school for five years. At the time of their marriage plaintiff was a nurse’s assistant at the Veterans ’ Hospital and he was living with his daughter, Lillian Putnam, at Hillsboro, Oregon. He was in poor health and, among other ailments, he had a weak heart. About two years before the marriage he had a surgical operation on his skull which resulted in a partial paralysis of one side of his face. Dr. Biersdorf had known the plaintiff for about two years prior to his marriage to her and during that time she had been one of his patients. Before and after their marriage Dr. Biersdorf and plaintiff discussed the execution of a new will by him and the existence of a previously executed will by which he left all his estate to his children.

Dr. Biersdorf became acquainted with Henry Hartje, a member of the Oregon bar, about 1912. From that time until his death Mr. Hartje was his legal adviser and friend. Before their marriage plaintiff and Dr. Biersdorf had selected a residence which he had decided to purchase, and upon the advice of Mr. Hartje title thereto was taken in their joint names as tenants by the entirety a few hours after their marriage. For this property Dr. Biersdorf paid $5,500. In addition to furniture which he had, he paid $541 and Mrs. Biersdorf “430 some dollars worth” for new furniture for their home.

*528 About eight days before his death Dr. Biersdorf had a heart attack. He passed away suddenly on June 1, 1945; funeral services were held at 11:30 o’clock in the morning on June 4. A few hours after his death Mrs.

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Bluebook (online)
182 P.2d 992, 181 Or. 522, 1947 Ore. LEXIS 207, Counsel Stack Legal Research, https://law.counselstack.com/opinion/biersdorf-v-putnam-or-1947.