Estate of Ansell

85 N.W.2d 786, 2 Wis. 2d 1, 1957 Wisc. LEXIS 414
CourtWisconsin Supreme Court
DecidedNovember 5, 1957
StatusPublished
Cited by6 cases

This text of 85 N.W.2d 786 (Estate of Ansell) 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
Estate of Ansell, 85 N.W.2d 786, 2 Wis. 2d 1, 1957 Wisc. LEXIS 414 (Wis. 1957).

Opinion

Broadfoot, J.

The decedent, a resident of the city of Superior, died there on October 2, 1953. He had been engaged in business in that city for many years and left an estate of more than $100,000. At the time of his death he was seventy-one years of age. His heirs were his widow and four adult children. For several years Mr. Ansell had not been in good health and among other afflictions he was nearly blind, at least until 1948 when he had an operation for the removal of cataracts from his eyes. For several years he spent the winters in Miami Beach, Florida. Fie became acquainted with the claimant in the fall of 1943.

At the time of the hearing the claimant was fifty-three years of age and had been a divorcee for twenty-four years. She was not related to the decedent. In 1943, she resided with her mother, a sister, a brother, and her aunt in Miami Beach. Her mother owned a ladies’ ready-to-wear store in Miami Beach in which the other members of the family worked.

The claim was based upon an alleged agreement that the decedent would make the claimant the beneficiary of an insurance policy on his life issued by the Equitable Life Assurance Society in the principal amount of $12,000. The consideration therefor, as alleged in the claim, was services rendered by the claimant in the form of secretarial work, providing an automobile and driving the decedent from place to place when he was in Florida, the furnishing of meals and *3 the use of an apartment during the winters of 1946 to 1950. The claim further alleged that the claimant furnished to the deceased various sums of money and purchased items of merchandise for him from the year 1946 to and including the year 1953. The claim further alleged that in. consideration of the services performed and to be performed by the claimant, the deceased further agreed to transfer to her a government bond of the value of $15,000 and also that he would transfer to her certain shares of stock of the American Telephone & Telegraph Company, the value of which was unknown to the claimant. In the alternative, a claim was filed in quantum meruit for the value - of board and room furnished to the decedent amounting to $9,300 and for money expended on decedent’s behalf in the amount of $298.55, or a total of $9,598.55.

Upon the hearing, the claimant first attempted to establish an express agreement that the decedent would make her the beneficiary of the life insurance policy and that he would transfer the government bond and the corporate stock. The claimant testified to the services performed by her and by members of her famliy for the decedent. The secretarial work referred to in the claim was the writing of letters for the decedent, two of which appear in the record. She further testified that she had expended money on behalf of the decedent for doctor bills, eyeglasses, drugs, liquor, and clothing; that she had loaned him money at various times; that she made four plane trips to Superior to see the decedent at his request at a cost of $200 for each trip; that her sister had provided the use of an apartment for him for four separate winter seasons, and that he took one meal per day with the family during a six months’ period for several years.

She, of course, was not competent to testify to the agreement. The only proof offered to establish such an agreement was by the testimony of one Mary Fields, a clerk in the decedent’s store, and by the testimony of her brother, Herman *4 Frank. The pertinent testimony of Mary Fields was as follows :

“Q. Did you ever have any conversation with Mr. Sam Ansell concerning a policy of insurance and Miss Leah Frank? A. Yes. . . .
“Q. Where did the conversation take place? A. I worked on the balcony and his office was on the side. I used to go to lunch between 11:30 and 12:30. He come about 11 o’clock and told me to get Mr. Barstow on the ’phone to come and see him. I called Mr. Barstow, and his girl answered and said Mr. Ansell should come right over. So Sam left and went to Mr. Barstow’s office, and then I left for my lunch, and after I came back, maybe about 1 o’clock, he came back and he told me then that he had taken out a policy for Leah, and he said that he figured he could never repay them, he said' — speaking of the family who he spoke of so often, who were so good to him — the sister, and brother, and the mother, and the aunt, and he said he made the policy over that day- — ■ over to Leah.
“Q. Did he say why he had made it over to her? A. He said to repay her for all the goodness and things she and the family had done for him. That’s the way he put it.”

The pertinent'testimony of Herman Frank as to the alleged agreement was as follows:

“Q. During this period of time from 1944 down through 1953 when you drove him, did he ever pay you for those services? A. Never was paid anything; never expected anything.
“Q. Why did you render him those services? A. Being I understood he was going to give my sister a policy — I let it go at that. Thought maybe it would compensate us for what we were doing for him.
“Q. When did you have conversation with him concerning the policy? A. One time he told me he was going to give it to her, and about a year later he told me he had given it to her.
“Q. When was that he told-you he was going to give her a policy? A. Maybe 1947.
*5 “Q. Recall the time and place? A. Yes, I had him out in the car and .1 think we stopped some place — at the barbecue .place for a drink, and during the conversation he told me he was going to give her a paid-up policy of life insurance.
“Q. And subsequent to that he told you he was going to give her a policy ? A. At a later date, about a; year later, he told me he had given her one.”

The record establishes that at the time of Mr. Ansell’s death he was the owner and holder of an insurance policy upon his life issued by the Equitable Life Assurance Society dated July 21, 1923, and bearing a note “Rewritten November 17, 1937” in the sum of $8,000. The beneficiary named was the insured’s wife, Ida Ansell. By the terms of the policy the insured reserved the right to change the beneficiary. The record further shows that on March 30, 1948, Mr. Ansell , requested that the beneficiary named in said policy be changed to the name of the claimant, Leah Frank. This change was .made by the insurance company. On November 19, 1952, the insured again changed the name of the beneficiary in said policy from the claimant to his wife, Ida Ansell. The insurance due upon said policy .was paid to Ida Ansell, the named beneficiary, after decedent’s death.

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Cite This Page — Counsel Stack

Bluebook (online)
85 N.W.2d 786, 2 Wis. 2d 1, 1957 Wisc. LEXIS 414, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-ansell-wis-1957.