Brecht v. Schramm

266 N.W.2d 514, 1978 Minn. LEXIS 1318
CourtSupreme Court of Minnesota
DecidedMay 5, 1978
Docket47519
StatusPublished
Cited by10 cases

This text of 266 N.W.2d 514 (Brecht v. Schramm) is published on Counsel Stack Legal Research, covering Supreme Court of Minnesota primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Brecht v. Schramm, 266 N.W.2d 514, 1978 Minn. LEXIS 1318 (Mich. 1978).

Opinion

L. J. IRVINE, Justice. *

Plaintiff, Minnie Brecht, and defendant, Viona Schramm, were aunt and niece, respectively. Minnie and her husband, Adolph, were childless. In 1964, Adolph’s eyesight was failing badly, and Viona, at Minnie’s request, began to furnish transportation to Minnie and Adolph, taking them shopping and to church. When Adolph died in May 1965, Viona made most of the funeral arrangements, and thereafter, she continued to run errands for Minnie and to furnish transportation for her. She also visited Minnie, sometimes at Minnie’s request. Viona’s testimony is conflicting as to whether or not she expected to be paid for these services. 1

Early in 1971, a change took place in the situation between the two women. In November 1970, Minnie had been found unconscious in her home and had been taken to the hospital in Glencoe. In January 1971, she was moved to the Glenhaven Rest Home (Glenhaven), also in Glencoe. An administrator at Glenhaven suggested that it would be well for Viona to secure a power of attorney from Minnie so that Glenhaven would be certain of being paid. Viona discussed this with Minnie, who sent her to Hubert G. Smith, an attorney in Glencoe, to have such a document drafted. Minnie signed the document on January 22, 1971. 2

After receiving the power of attorney, Viona almost completely took over the handling of Minnie’s business and personal affairs. Minnie had savings accounts or certificates of deposit in banks and savings institutions in Glencoe and Hutchinson. She also kept an undetermined amount of cash in a strongbox at home. Viona used the cash and drew on the bank accounts as necessary to pay Minnie’s bills. She also cashed Minnie’s social security checks.

Minnie continued to have health problems, and she divided her time between her home in Glencoe, the hospital, and Glenha-ven until February 1973. At that time, she entered the Golden Age Rest Home, also located in Glencoe, where she remained until March 1, 1975. During this time, Viona either visited Minnie or checked on her three or four times per week. Using her power of attorney, Viona paid the charges at the hospital and at the rest homes, the final cost at Golden Age Rest Home being $325 per month for room, board, and incidentals. Viona also looked after Minnie’s house and either did the work herself or hired someone else to do it.

Viona apparently first indicated to Minnie in August 1971, that she would like to be compensated for her services. Minnie told Viona to “go to Smith and have something drawn up,” which Viona did. Mr. Smith composed a document, in the form of *517 a letter from Minnie to Viona, in which Minnie acknowledged that Viona had performed services for her since 1964 and assured Viona that she would be paid for her services from Minnie’s estate. Minnie also requested that Viona continue to act as her business agent and to furnish transportation for her, payment for which would also come from Minnie’s estate. The letter was dated August 27, 1971, and was signed by Minnie in the presence of a witness. In November 1971, Viona took Minnie to the law office of Smith and Hendricksen in Glencoe, where a new will was drafted for Minnie. The will supposedly made provision for Viona in accordance with the letter of August 27, 1971, although at the time of trial the will could not be found.

In August 1973, Viona, who said she was “getting poor” taking care of Minnie’s house, took $1,500 of Minnie’s funds for herself with the consent of Minnie and one of Minnie’s attorneys, Harald Hendricksen. Mr. Hendricksen also authorized Viona to have a new roof put on Minnie’s house, to have it painted, and to make other repairs.

In 1974, Minnie began to be very unhappy with the Golden Age Rest Home, and she asked Viona to take her out of there. Vio-na suggested several other rest homes in various locations, including Glenhaven, however, none of these was satisfactory to Minnie. After several months of being importuned by Minnie, Viona finally suggested that Minnie come to the farm home 8 miles from Glencoe which was shared by Viona, her husband, and her mother. This suggestion was acceptable to Minnie. Vio-na said she wanted to be paid for room and board and, according to Viona, Minnie offered to pay her $1,000 a month if she would only get her out of the rest home.

On March 1, 1975, Minnie left the Golden Age Rest Home and went to live with Vio-na. Viona testified that she actually charged Minnie $600 per month for room and board. Shortly after arriving at the Schramm home, Minnie started talking about selling her house. Viona testified that she “jokingly” had suggested that Minnie give her the house “in payment of my work.” After considering and discarding the possibility of placing the house in the names of both of them, Minnie finally agreed to give the house to Viona.

Soon thereafter, Viona went to see her attorney, Arnold Beneke. Mr. Beneke drafted a deed conveying Minnie’s house in Glencoe to Viona. He also drafted an agreement which recited the conveyance to Viona of Minnie’s house having a value of $15,800 and that services were rendered in the past by Viona to Minnie. The agreement further stated:

“WHEREAS Second Party [Minnie] desires to have First Party [Viona] continue to render services and furnish matters as hereinafter stated.
“NOW THEREFORE, in consideration of all of the foregoing, the covenants and agreements herein contained, in consideration of love and affection and for other valuable consideration including the said services, etc. heretofore rendered by First Party to Second Party at Second Party’s request, IT IS AGREED by and between the parties hereto as follows:
“1. As stated, Second Party has conveyed by even date herewith [sic] the above described premises to First Party.
“2. First Party shall furnish to Second Party transportation free of charge for the purposes of Second Party attending church regularly, shopping and visiting friends and relatives in the State of Minnesota so long as Second Party resides in First Party’s home.
“3. In the event that Second Party is required to or elects to reside in a rest or nursing home or other place than at First Party’s home, First Party agrees that she will regularly visit Second Party and will furnish Second Party transportation as above mentioned and will otherwise look after Second Party and will check to see that Second Party is properly taken care of while Second Party is in any said nursing home, rest home or other place of residence, for so long as Second Party lives.”

Both the deed and the agreement were dated April 16, 1975. They were taken to *518 the Schramm home on that date by Doris Heil, Mr. Beneke’s secretary. Mrs. Heil testified that she first handed the agreement to Minnie, who read and signed it, and then the deed, which Minnie also signed. The only discussion that took place concerned the value of the house, which Minnie thought was much too low. Both Mrs. Heil and Viona explained to her that the figure was taken from the tax statement. 3 Minnie never talked to Mr.

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Cite This Page — Counsel Stack

Bluebook (online)
266 N.W.2d 514, 1978 Minn. LEXIS 1318, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brecht-v-schramm-minn-1978.