Estate of Serbus v. Serbus

324 N.W.2d 381, 1982 Minn. LEXIS 1785
CourtSupreme Court of Minnesota
DecidedOctober 1, 1982
Docket51799
StatusPublished
Cited by33 cases

This text of 324 N.W.2d 381 (Estate of Serbus v. Serbus) 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
Estate of Serbus v. Serbus, 324 N.W.2d 381, 1982 Minn. LEXIS 1785 (Mich. 1982).

Opinion

*383 WAHL, Justice.

This appeal arises out of respondent Mary Serbus’ objection to the probate of the will of her husband, James J. Serbus. Mary Serbus seeks to set aside an antenuptial agreement between James and herself and to revoke her consent to James’ will. The Probate Division of Renville County Court ruled in Mary’s favor. John F. Serbus, son of James and personal representative of his estate, appealed the trial court’s decision to a three-judge panel of the Eighth Judicial District, which upheld the trial court in a 2-1 decision. We granted discretionary review and now reverse.

Mary and James Serbus were married on April 17,1963, when she was 65 and he was 68. Each had been married before, and each had five children. On March 28, 1963, about 3 weeks before their wedding, Mary and James executed an antenuptial agreement in which Mary consented to James’ making of a will which would provide her at his death with $4,000, a life estate in the homestead and its furnishings, and a funeral similar in nature and quality to his own. Immediately after their wedding a few weeks later, James executed a will incorporating the terms to which Mary had agreed, and Mary executed a consent to the will.

Fifteen years later, on December 8, 1978, James suffered a fall and was confined to a nursing home. His children and Mary became involved in a dispute over his guardianship. On March 16, 1979, Mary executed a revocation of her consent to her husband’s will. James died on June 10, 1979, and Mary executed a renunciation of his will on June 14,1979. The validity of the antenup-tial agreement revocation is at issue in this appeal.

James accumulated substantial assets pri- or to his marriage to Mary. Upon his retirement from farming in 1955, he gave each of his three sons a separate 80-acre tract of land to farm. He retained another 400 acres which were to pass to his children under the terms of the will. At the time of James’ death, his estate was worth over $900,000: approximately $735,000 in real property and about $200,000 in cash and other personal property. The trial court found that, at the time of his marriage to Mary, James had cash assets of approximately $58,000 and real estate valued at approximately $90,000. At no time has Mary had independent assets of any significant value.

James’ will describes and devises to James’ five children four farms owned by James. The will also contains a residual clause under which all of James’ personal property, except that specifically bequeathed to Mary, would pass to James’ children. The will, which was signed by James and witnessed by attorney Leigh Ronning and his secretary, Ruth Bredeson, is followed by Mary’s written consent. The consent provides:

I, Mary Serbus, wife of James J. Ser-bus, Sr., do hereby declare that I know the contents of the foregoing will and that I am familiar with the nature and extent of the estate of James J. Serbus, Sr. and I do hereby consent to said will and agree to take the bequest therein provided for me in lieu of any statutory right which I may have to make selection or receive inheritance other than the bequest contained in said will.

At the probate proceedings, however, Mary testified that, when she signed the antenuptial agreement and consent to the will, she did not know how much property James owned. She stated that she knew James had land but that he had never told her how much land or money he had. She said that she had not read the antenuptial contract and consent to the will before signing them, that she had not participated with James and Ronning in any discussion about the property, and that, when the documents were ready for her signature, Ron-ning had simply told her to sign them.

Ronning denied Mary’s testimony. He stated that it was his standard practice to describe to a person in Mary’s situation her statutory inheritance rights. Ronning admitted, however, that he considered James his client, that he did not advise Mary to seek other counsel, and that he himself did not discuss with Mary the nature and extent of James’ property.

*384 Mary testified that she first learned the extent of James’ property and the terms of his will when, about a year after their marriage, the two of them went over the will together. At that time, she told her husband she would have difficulty living on $4,000. However, 15 years later, at James’ guardianship hearing on May 17, 1979, Mary gave this testimony:

Question: Okay, Mrs. Serbus, do you have in your possession Mr. Serbus’ will?
Answer: Yes.
Question: Have you ever made a statement to anyone that because the Will did not favor you, that you were going to destroy it?
Answer: No, I was satisfied with the Will.

In the intervening years Mary took no steps to revoke either the antenuptial contract or her consent to James’ will.

James’ children testified that Mary was aware of the extent of their father’s wealth. Martha Tauer, a daughter, stated that he had mentioned having $100,000 or more and willing Mary $4,000. According to Tauer, these statements were made in Mary’s presence before she married James. Rita Schoepfer, another daughter, testified that she had heard James tell Mary how much money he had but that she could not remember the exact amount. Rita also stated, as did several of James’ children, that James often bragged about his money and that his wealth was a matter of general knowledge in the community. James’ sons, Lloyd, James, Jr., and John, each gave similar testimony. Lloyd stated that James discussed his worth in Mary’s presence. James, Jr. testified that James had told Mary he had approximately $100,000 and 400 acres of land. He also indicated that Mary had expressed satisfaction with what she would be getting at her husband’s death. John stated that his father had mentioned the $100,000 figure in Mary’s presence.

Under the terms of the antenuptial contract, Mary agreed to accept, in lieu of her statutory rights, the sum of $4,000, a life interest in the homestead and its furnishings, and a funeral equal in nature and quality to that of her husband. James’ will incorporates the terms of the antenuptial contract and passes the bulk of his property to his children. The trial court found that James had a duty to disclose to Mary the extent of his property and that the personal representative of the estate had not sustained the burden of showing that such disclosure had been made. Therefore, the trial court invalidated both Mary’s consent and the antenuptial agreement and allowed Mary to take against the will.

Parties to a marriage have long been able to enter into enforceable antenuptial contracts. Appleby v. Appelby, 100 Minn. 408, 111 N.W. 305 (1907). Seventy years ago, in an effort to recognize the validity of such contracts while at the same time protecting the equally strong policy of encouraging trust in confidential relationships, we determined that a presumption of fraud is raised when parties to an antenuptial contract stand in a confidential relationship to one another and there is inadequate consideration to support their agreement. Slingerland v. Slingerland, 115 Minn. 270, 132 N.W. 326 (1911).

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Bluebook (online)
324 N.W.2d 381, 1982 Minn. LEXIS 1785, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-serbus-v-serbus-minn-1982.