Bruckner v. Kalbskopf

281 N.W. 646, 229 Wis. 356, 119 A.L.R. 1094, 1938 Wisc. LEXIS 295
CourtWisconsin Supreme Court
DecidedDecember 6, 1938
StatusPublished
Cited by9 cases

This text of 281 N.W. 646 (Bruckner v. Kalbskopf) is published on Counsel Stack Legal Research, covering Wisconsin Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bruckner v. Kalbskopf, 281 N.W. 646, 229 Wis. 356, 119 A.L.R. 1094, 1938 Wisc. LEXIS 295 (Wis. 1938).

Opinions

The following opinion was filed October 11, 1938:

Rosenberry, C. J.

At the time of his death the testator was sixty-two years of age. He had been employed as a structural steelworker. He was twice married, his first wife having died in 1930, and his second wife on May 3, 1936. He acquired his estate by inheritance from his second wife; she having made an ineffectual disposition of her estate, it came to him under the laws of descent. He and Robert W. Bruckner, the proponent, were personal friends and had been for some ten years. On June 17, 1936, the testator had a severe heart attack and was taken to the Milwaukee County Hospital. In the evening Bruckner called upon him, and it appears from the testimony that he then told Bruckner he was to receive his property. Bruckner informed the testator that it was necessary to make a writing, whereupon the testator instructed him to procure the execution of the writing. Bruckner thereupon made arrangements with the firm of Sell & Mathiowetz to go to the hospital on the morning of Juñe 18, 1936, and take care of the matter. On that morning Mr. Sell accompanied by Bruckner went to the hospital where Mr. Sell was introduced to the testator by Bruckner. Mr. Sell then prepared a will which was duly executed by the testator. By this will, after providing for the payment [358]*358of his debts and funeral expenses, the testator gave his entire estate to Bruckner. On the afternoon of June 22, 1936, E. J. Herte, Esq., an attorney at law, went to the hospital at the request of Rev. Carl A. Hoessel. After an interview with the testator Mr. Herte prepared a will which was duly executed by the testator. By the terms of this will the testator, after the payment of his debts and expenses of his funeral, gave $2,000 to' St. Paul Lutheran church, and divided the residue of his estate equally between Robert Bruckner and Rev. Carl Hoessel. Apparently the relatives of his second wife, having become aware of the situation, employed Chris. Steinjmetz, Esq., an attorney. They gave him instructions for the preparation of a proposed will tO' be executed by the testator. On the forenoon of June 23, 1936, the relatives and the attorney employed by them attempted to secure the execution of this will by the testator. He steadfastly refused to comply with their wishes. Attorney Steinmetz saw the deceased about 12 o’clock noon, and says that he left feeling that the testator was not competent to make a will, and requested the nurse in charge to advise him and call him if the condition of the testator improved. On the morning of June 23, 1936, Mr. Bruckner also visited the testator at the hospital, and spoke to the testator about the fact that he had made some provision for the church. Testator then informed him that he wished to make such a provision, and asked Bruckner to go to' the firm of Sell & Mathiowetz and have it put in his will. Whereupon Mr. Bruckner went to the office of Sell & Mathiowetz and requested them to go to the hospital to see the testator. Thereupon Mr. Mathiowetz revised the will of June 18, 1936, by incorporating therein a provision for a bequest to the church. This will which was propounded as the last will and testament of the testator, gave to St. Paul Lutheran church $2,000, the said sum to be paid to Rev. Carl A. Ploessel or his successor as the minister of said church, and that the receipt of said minister or his [359]*359successor as such should be an effectual discharge for the said legacy;—

“and I hereby further provide that this legacy shall be considered in payment of, in whole, or in part, of any debt or obligation that I may now have to said church.”

He gave the residue of his estate by this will tO' Robert W. Bruckner. The will prepared by Mr. Steinmetz had for its basis the attempted disposition made by the deceased wife of the testator of her estate. This paper was not executed so as to constitute a valid will, but in it she indicated how she desired to have her estate distributed.

When the matter came on for hearing upon the objection of the contestant a large amount of testimony was taken respecting the physical and mental condition of the testator and the circumstances surrounding the making of each of the three wills, and his refusal to dispose of his property in accordance with the wishes of his second wife and her relatives.

We have carefully examined and considered all of the testimony offered and received upon the hearing. It appears very clearly that this is a case where the evidence is so evenly balanced that a finding by the trial court must be sustained as not against the great weight and clear preponderance of ¿he evidence whether it be for or against the proponent. There is testimony in the record by Attorney Mathiowetz, Frederick C. Kuetemeyer, and others which the proponent claims the trial court wholly disregarded. The attorneys connected with this transaction are men of excellent reputation and standing at the bar. Mr. Kuetemeyer, one of proponent’s witnesses, is a man of unimpeached integrity. The character of the witnesses does not conclude the trial court because the witnesses testify in regard to matters of observation and opinion. The fact that other witnesses do not agree with them indicates a difference of opinion, not a lack of integrity.

[360]*360After a careful and exhaustive view of the evidence, it is considered that there was presented a question of fact for the determination of the trial court, and that his conclusion cannot be disturbed under the rule. To set out the evidence in detail would serve no useful purpose. The trial court evidently had well in mind the applicable principles of law and were it not for another question raised in the case we should feel impelled to affirm the judgment without opinion under the rule.

It will be noted that the petition was for the probate of the last will executed by the testator, which was executed on June 23d. No petition offering the first or second wills for probate was filed with the court, but in the course of the trial the whole matter relating to- all three wills came before the court. When the parties to the proceeding completed their evidence, the trial court indicated its views with respect to the probate of the will of June 23d, and it was also in doubt as to what course it should pursue with reference to the wills of June 18th and June 22d. After considerable argument and colloquy with counsel, the court made an order requiring all of the parties in interest to show cause why the court should not proceed to hear further evidence relating to each of the three wills executed by the testator, and why the court should not make a decision and enter judgment as to- the validity or invalidity of each of the wills, and determine whether the deceased died testate or intestate. The court also directed the contestant to file objections to the will of June 18th and the will of June 22d.

The matter came on for hearing on January 15, 1938. Upon this hearing counsel for the proponent argued that they were entitled to take an appeal and have the matter relating to the probate of the will of June 23d determined by a decision of the supreme court before anything further was done. The court thereupon, no further evidence having-been offered,'held that the three wills were invalid, denied [361]*361probate of each of the three wills; and findings of fact, conclusions of law, and the determination of the court were entered in due course.

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Cite This Page — Counsel Stack

Bluebook (online)
281 N.W. 646, 229 Wis. 356, 119 A.L.R. 1094, 1938 Wisc. LEXIS 295, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bruckner-v-kalbskopf-wis-1938.