Estate of Hatten v. Monsted

288 N.W. 278, 233 Wis. 199, 1940 Wisc. LEXIS 2
CourtWisconsin Supreme Court
DecidedOctober 10, 1939
StatusPublished
Cited by25 cases

This text of 288 N.W. 278 (Estate of Hatten v. Monsted) 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 Hatten v. Monsted, 288 N.W. 278, 233 Wis. 199, 1940 Wisc. LEXIS 2 (Wis. 1939).

Opinions

The following opinion was filed November 7, 1939:

Nelson, J.

The administrator contends that the court erred in finding that the note was in fact signed by decedent or that any part of it was in his handwriting; in finding that at the time the note was alleged to have been given, decedent was competent to conduct the transaction or to give the note alleged to have been given; in finding a valuable consideration sufficient to support the note and that the note, if executed and delivered by décedent, was given for those considerations; in finding that the note, if given, was not the result of undue influence exercised by claimant over decedent ; and in finding that the claimant was entitled to' attorneys’ fees and the amount awarded her. The administrator further contends that the court erred in concluding that the claimant was entitled to any judgment.

The following facts are not in dispute: The claimant is sixty-four years of age, and has been a resident of New *204 London for twenty-seven years. She is the widow of John Winfield Monsted, a physician who practiced his profession in the city of New London for many years prior to his death, which occurred in 1932. The claimant has two sons. Robert Monsted, aged thirty-five, owns and operates a resort at Lake Poygan in this state during the summer months and lives with his mother, the claimant, during the winter months. John W. Monsted, her other son, is a physician, who has practiced his profession in the city of New London for about eleven years.

William H. Hatten, prior to his death, which occurred on March 30, 1937, was extensively engaged as a lumberman in this state and in the south. He resided in New London during the greater part of his life. He was very successful in the lumber business and was public spirited and interested in education and politics. At the time of his death he was a member of the boards of trustees of Ripon and Lawrence colleges. Mr. Hatten never married, and for many years prior to his death, lived at the Elwood Hotel in New London. He left an estate, which was appraised at over $3,000,000. Mr. Hatten was not related by blood or marriage to the claimant or to any member of her family.

It is not disputed that close friendly relations existed between Mr. Hatten and the claimant and her family for more than twenty-five years. During all of those years he frequently was invited to the Monsted home, and often went there without formal invitation, where he was given meals, and where he enjoyed the companionship of the Monsteds and the privileges of their home. During the years immediately preceding his death his visits to the Monsted home became more frequent. During the last two years preceding his death, when he was in New London, he was at the claimant’s home for meals, three or four times a week. In many respects, he treated the Monsted home as though it were his own. Mr. Hatten neither owned nor drove an automobile. On many occasions he was transported in the Monsted *205 automobile to Appleton and to other cities and places. Many of these trips were made at his specific request, and for them the claimant received no compensation. Many times, without invitation, he would go to the Monsted home at regular mealtimes and many times after such mealtime was past and was furnished meals which he seemed to enjoy.

The claimant testified that on numerous occasions Mr. Hatten expressed his appreciation to her for all that she had done for him and stated that some day she would be paid well for such services. Two specific instances of such promises were detailed by the claimant. At one time he said to her:

“What you are doing for me you will be well paid for it,”—

and on another occasion, in the presence of her son, similarly expressed himself. After carefully reading the testimony it cannot be doubted that during many years Mr. Hatten was often invited to the Monsted home and always felt free to go there without invitation, to enjoy the privileges of that home, to be transported in the Monsted automobile on both business and pleasure trips and all without compensation or the reciprocal giving or furnishing of meals.

Upon the trial, after the note was introduced in evidence, accompanied by testimony that no part of it had been paid, and the amount of the accrued interest, the claimant rested, reserving, however, the right to offer rebuttal testimony. The administrator then called the claimant adversely and examined her at some length. Her testimony thus elicited by the administrator was in substance that Mr. Hatten had signed the note at her house on a form furnished by her to him pursuant to his request; that at that time she and Mr. Hatten were alone in her library, which was just off the living room; that she filled out part of the blank spaces in the note, i. <?., “Jan. 21,” “7,” “One Year,” “Beatrice E. Mon-sted,” “Twenty-five thousand oo/lOO,” and that the words “to be taken from my estate,” were in the handwriting of *206 Mr. Hatten and written at the time he signed the note; that she loaned him no money on that day, and that she entered into no contract with him on that day except what might be expressed in the note.

The circumstances surrounding the execution of the note, as testified to by the claimant, are substantially as follows: On January 21, 1937, Mr. Hatten came to her home between 12 and 1 o’clock in the afternoon and had lunch there. He had not been invited to the Monsted home on that occasion. After lunch the claimant and Mr. Hatten went into the library and after a while Mr. Hatten said: “Let’s finish up that note.” He drew from his pocket a note form upon which he had written “Mrs. J. Monsted.” The claimant said to him: “Why not write in Beatrice E. Monsted because my son’s wife’s name is Mrs. J. Monsted as well as my own?” He said : “Llave you another blank?” She said she had, and took from her desk a blank note form which she had left over from administering her husband’s estate and handed it to him. He handed it back to her saying: “You write in your name and the date.” This she did. Mr. Hatten then said: “Write in $25,000.” Claimant said: “My, isn’t that a lot of money ?” He replied:

“Well, it isn’t for what you have done for me and what the privileges in your home have meant to me. It means so much to me, what you have done for me and the privilege of coming to your home and what your family have done for me.”

He then told her to' write in the interest rate at five per cent. After she had done that he sat down at the desk and took up her pen. It was a fountain pen and somewhat stiff and did not work very well. After a time he succeeded in making the ink flow and signed his name to the note. Mr. Hatten then stated:

“Now, this is my obligation, I want you to come to me. The Hatten Lumber Company has nothing to do* with this.”

*207 The claimant replied':

“Why don’t you write in something to that effect ?”

Mr. Hatten drew an envelope from his pocket and after writing on it for a time, wrote on the note these words : “To be taken from my estate” and handed it to the claimant. The note is a judgment note which reads as follows :

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Cite This Page — Counsel Stack

Bluebook (online)
288 N.W. 278, 233 Wis. 199, 1940 Wisc. LEXIS 2, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-hatten-v-monsted-wis-1939.