Cade v. Hoff

54 N.W.2d 784, 237 Minn. 313, 1952 Minn. LEXIS 727
CourtSupreme Court of Minnesota
DecidedJuly 18, 1952
DocketNo. 35,786
StatusPublished
Cited by9 cases

This text of 54 N.W.2d 784 (Cade v. Hoff) 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
Cade v. Hoff, 54 N.W.2d 784, 237 Minn. 313, 1952 Minn. LEXIS 727 (Mich. 1952).

Opinion

Matson, Justice.

Appeal in a will contest from an order denying contestants’ motion for a new trial.

Henry Hartz, a resident of the village of Mazeppa, Minnesota, died in the Lake City Hospital on December 31, 1950, at the age of 81 years. He had never married. His closest relatives were [315]*315four first cousins residing in Oklahoma who, as appellants herein, contest his last will on the ground of undue influence. By his will, which was executed on December 1, 1950, or 30 days before he died, he bequeathed and devised his estate of approximately. $96,000 as follows: A total of $7,000 to his church and its cemetery; $3,000 to Father Flannagan’s School for Boys; $1,000 to each of the contestants, his first cousins; $500 to each of seven second cousins; and the entire residue to Anna Hoff, who was not related to him but who had worked and cared for him since November 8, 1949, or for slightly more than one year prior to his death. The will contains an incontestability clause, which provides that any bequest to a person who contests the will shall be void. Testator designated Vincent Sand, cashier of the bank at Mazeppa, as executor.

The probate court allowed the will in its entirety, and upon appeal to the district court the order of allowance was affirmed. Appeal is now taken from the district court’s order denying contestants’ motion for amended findings or a new trial. Contestants, appellants herein, assert that the provisions of the will bequeathing only $1,000 to each of them and the bulk of the estate to Anna Hoff, and also the incontestability clause and the provision for the appointment of Vincent Sand as executor, are all invalid as having been procured through the undue influence of Anna Hoff. The rest of the will, contestants assert, was not tainted with undue influence and is valid.

Henry Hartz and his brother Nick, both bachelors, operated a farm together for many years near Mazeppa. Nick handled most of their business. In 1935, Henry and his brother retired from the farm and moved to the village of Mazeppa, where they lived alone until Nick’s death on October 16, 1949. After Nick’s death, Henry was taken on a visit to his cousins in Oklahoma, some of whom are the contestants herein, for a couple of weeks. There is testimony — which is in sharp conflict with other testimony — that he was not well treated by contestants while in Oklahoma, and that they took him back to Mazeppa, where he was left alone and [316]*316unattended in his residence until three days later, when Anna Hoff commenced to take care of him.

Anna. Hoff went to work for Henry on November 8, 1949. The evidence is in dispute as to whether she started to work for Henry without being asked or whether Henry asked her to work for him. Henry paid her $10 per week for her services, and she continued in his employ until his death.

At the time Anna commenced working for Henry, she was 65 years old, single, and had lived in Mazeppa all her life. She had two years of college education and had taught school for 18 years. She had known the Hartz family for 50 years, and at one time lived in their home for one term while teaching school. She had other connections with the Hartz family. Henry’s sister had kept house for Anna’s mother for many years, and Anna and her mother visited the Hartz home about once a year. Anna helped her mother run a hardware store and later operated a secondhand shop of her own. She had a personal checking account in the bank where Vincent Sand was the cashier.

Henry was 80 years old when Anna started working for him. He was then suffering from hardening of the arteries, dropsy, a severe hernia, high blood pressure at times, and a miocardiac condition. He was sent to the hospital on three different occasions while Anna was working for him. The first time was from February 24, 1950, to April 13, 1950; the second time, from November 10, 1950, to November 24, 1950; the third time, from December 30, 1950, to the time of his death on the following day.

Henry’s will was prepared by Robert R. Dunlap, an attorney, and was executed on December 1, 1950. Prior thereto, Dunlap had been acquainted with both Henry and Nick and had done some legal work for them in 1949. He had also acted as attorney for the administrator of Nick’s estate. He was first consulted by Henry with regard to a will in the spring of 1950, and thereafter he and Henry discussed the provisions of the contemplated will on about a dozen different occasions. The evidence indicates that Dunlap had never discussed the provisions of the will with any person [317]*317other than Henry and his own secretary, to whom the will was dictated. From the time of the first discussions in regard to the will, Henry stated that he was going to leave most of his property to Anna because she had been good to him and had taken care of him, and because the cousins had never done anything for him and, when he needed help, had been of no assistance. The will was drafted according to Henry’s instructions.

The will was executed in the kitchen of Henry’s residence. Dr. Eobert N. Bowers, his personal physician, and Vincent Sand, the bank cashier, were called to the residence to act as witnesses. Prior thereto on the same day, Hr. Bowers had given Henry a physical examination. At the time of the actual signing, Anna stood in a doorway some 12 feet away. The will was not read to the witnesses, and there is no evidence that any person other than Dunlap and Henry Hartz knew its contents until after Henry’s death, although there is some testimony that Anna had a receipt for the will. This she denied.

We are concerned with these issues:

(1) Were contestants erroneously limited in their proof to direct evidence?

(2) Was the opinion of a layman as to whether testator was easily subject to undue influence erroneously excluded?

(3) If a litigant introduces into evidence letters of one party to a correspondence series, may the court receive into evidence the replies which tend to explain such letters ?

(4) Should the extrajudicial statements of the principal beneficiary have been received not merely for impeachment purposes but as substantive evidence?

A careful examination of the record shows that the trial court did not limit contestants in their proof to direct evidence. In the course of the trial the court said:

“* * * I know what the application is so far as laying the foundation of undue influence. That it must be affirmative, and [318]*318it must have operated to the extent of becoming the act in place of that of the testator.”

Again the trial court said:

“* * * Undue influence unless it becomes an affirmative act, the mere fact that an opening [opportunity] may have existed or suspicion that it did exist, doesn’t establish it.” (Parenthetical matter supplied.)

Clearly, the trial court meant nothing more than that the undue influence must have actually or affirmatively operated upon the testator so that the making of the will was not his act. The trial court’s language cannot be construed at any point to mean that it ruled that proof of undue influence must be established by direct evidence to the exclusion of circumstantial evidence.

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Related

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1998 SD 85 (South Dakota Supreme Court, 1998)
Arneson v. Arneson
372 N.W.2d 20 (Court of Appeals of Minnesota, 1985)
State v. Irby
368 N.W.2d 19 (Court of Appeals of Minnesota, 1985)
Cederburg v. Carter
448 P.2d 608 (Wyoming Supreme Court, 1968)
Sand v. Cade
77 N.W.2d 169 (Supreme Court of Minnesota, 1956)
In Re Estate of Hartz
247 Minn. 362 (Supreme Court of Minnesota, 1956)
Vangen v. Nelson
69 N.W.2d 630 (Supreme Court of Minnesota, 1955)
Bystrom v. Palmer
57 N.W.2d 409 (Supreme Court of Minnesota, 1953)
Cade v. Hoff
58 N.W.2d 57 (Supreme Court of Minnesota, 1953)

Cite This Page — Counsel Stack

Bluebook (online)
54 N.W.2d 784, 237 Minn. 313, 1952 Minn. LEXIS 727, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cade-v-hoff-minn-1952.