Estate of Krause

163 P.2d 505, 71 Cal. App. 2d 719
CourtCalifornia Court of Appeal
DecidedNovember 21, 1945
DocketCiv. No. 14973
StatusPublished
Cited by6 cases

This text of 163 P.2d 505 (Estate of Krause) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Krause, 163 P.2d 505, 71 Cal. App. 2d 719 (Cal. Ct. App. 1945).

Opinion

71 Cal.App.2d 719 (1945)

Estate of JOHN KRAUSE, Deceased. FARMERS & MERCHANTS NATIONAL BANK OF LOS ANGELES (a National Banking Association) et al., Appellants,
v.
FREDERICK BUETTNER et al., Respondents.

Civ. No. 14973.

California Court of Appeals. Second Dist., Div. Two.

Nov. 21, 1945.

Musgrove & Cannan and Robert M. Miller for Appellants.

Paul G. Breckenridge, Derthick, Cusack & Ganahl and John J. Beck for Respondents.

FOX, J. pro tem.

This is a will contest. The verdict of the jury was in favor of the contestants on both grounds of contest, viz., mental incapacity and undue influence. From the ensuing judgment denying probate of the purported will of the decedent, John Krause, bearing date of August 1, 1940, the proponents have appealed.

At the time said document was executed the decedent was 85 years of age. He had been married three times. Each of his wives had predeceased him. To the first marriage one child, a daughter, Belle, was born. She married a man named Buettner. To that union eight children were born. Belle predeceased her father. Five children were born of the second marriage of Mr. Krause, four of whom survive. They are the proponents of the will here offered for probate. The fifth child of the second marriage, a daughter, married a man named Robertson. One child, John Robertson, was born of this union. This daughter also predeceased her father. These nine grandchildren are the contestants. There was no issue of Mr. Krause's third marriage.

Mr. Krause had accumulated property of the approximate value of $100,000. Most of it was real estate rented for residential purposes. In February, 1938, he made a will by which he gave each of his grandchildren $100 and the rest and residue *722 of his estate to his four living children in equal shares. About the early part of 1940, with the assistance of his housekeeper and secretary whom he had employed only a few months previously, he worked out a new plan of disposing of his property and providing for his own future care. Generally speaking, this new plan had the effect of giving to his grandchildren by representation the share which their respective mothers would have received had they survived. This plan included an agreement between Mr. Krause and his housekeeper, Minnie Zeuch, by which she agreed to remain with him and care for him for the remainder of his life at a salary of $50 per month plus room and board and the house, valued at $5,000, in which he lived, reserving, however, a life estate therein. The plan also contemplated that his grandson, John Robertson (the only child of one of his deceased daughters) would then receive title to a piece of property valued at $8,000. Also, a niece would get another piece of property. This new plan took the form of a new will dated March 28, 1940, a written contract of that same date between Mr. Krause and his housekeeper, a deed to her reserving a life estate in himself to the property where he lived and deeds to the grandson, John Robertson, and to the niece of the pieces of property they were to receive. These documents were prepared by his attorney, Dell Schweitzer, who retained possession of the executed will.

Mr. Krause's children learned of this new plan the next day and on April 1, 1940, they all joined in a petition to have him declared an incompetent. The hearing on said petition was concluded on May 17, 1940, resulting in the appointment of his two sons as guardians of his person and the bank herein as guardian of his estate. The grandchildren who were available came to their grandfather's aid during the trial. The housekeeper was immediately dismissed. Shortly after the appointment of the guardian one of the sons called Mr. Schweitzer and asked Mr. Schweitzer to deliver Mr. Krause's will to him. Mr. Schweitzer told him he could not deliver the will to anybody but Mr. Krause notwithstanding a guardian had been appointed. Then Mr. Krause appeared at Mr. Schweitzer's office with one of his sons and requested the will and Mr. Schweitzer handed it to him. This will later disappeared. Actions were filed by the guardian of the estate to set aside the aforesaid contract and deeds which Mr. Krause had executed in his attorney's office on March 28, 1940. These actions resulted in the cancellation of these several *723 documents. Each action was preceded by a notice of rescission which stated that "at the time said John Krause executed and delivered said deed, he was of unsound mind," that is, on March 28, 1940. In the complaints for rescission it was alleged that he "is and for more than two years last past has been suffering from the effect of a paralytic stroke and from arterio sclerosis, a disease of the kidneys, and is and at all times herein mentioned was feeble and sick in mind and body mentally and physically incompetent to take care of himself or to manage and take care of his property." The order appointing the bank guardian of the estate of John Krause stated that "he is unable and incapable, and has been since the first day of December, 1939, incapable of comprehending his property and of managing and caring for same."

After the appointment of the sons as guardians of his person the grandchildren were not admitted to the house to see their grandfather. Finally his grandson, John Robertson, got a court order permitting him to see his grandfather and took an attorney with him. Will Krause, one of the guardians, refused to permit the grandson and attorney to talk to Mr. Krause alone. This court order was later revoked. The grandchildren were not permitted to talk to their grandfather on the telephone. When the caretaker and his wife took the day off one of the guardians or their sister took charge.

The will of August 1, 1940, which is here offered for probate undertakes to dispose of the decedent's property in much the same fashion as did the will of February, 1938.

The proponents of the will contend that the evidence is insufficient to support the verdict; that the court prejudicially erred in the admission and exclusion of certain evidence; and that the jury was erroneously instructed. None of these contentions, however, warrants a reversal. [1] The rule with respect to the mental capacity necessary to enable a person to make a will is stated as follows in Estate of Sexton, 199 Cal. 759, at page 764 [251 P. 778]: "A testator is of sound and disposing mind and memory if, at the time of making his will, he has sufficient mental capacity to be able to understand the nature of the act he is doing, to understand and recollect the nature and situation of his property and to remember, and understand his relations to, the persons who have claims upon his bounty and whose interests *724 are affected by the provisions of the instrument." (See, also, Estate of Arnold, 16 Cal.2d 573, 588-9 [107 P.2d 25]; Estate of Downey, 51 Cal.App.2d 275, 284 [124 P.2d 637].) [2] In reviewing the sufficiency of the evidence in a will contest the rule to be applied by an appellate court is the same that applies on other appeals, namely, whether or not there is any substantial evidence to support the jury's determination of incapacity. (Estate of Pessagno, 58 Cal.App.2d 390 [136 P.2d 644]; Estate of Bristol, 23 Cal.2d 221 [143 P.2d 689].) The weight of the evidence and the credibility of the witnesses are for the jury and the trial court. (Estate of Ramey, 62 Cal.App. 413, 425 [217 P.

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Bluebook (online)
163 P.2d 505, 71 Cal. App. 2d 719, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-krause-calctapp-1945.