Gevers v. Schwarz

243 N.W. 465, 208 Wis. 473, 1932 Wisc. LEXIS 390
CourtWisconsin Supreme Court
DecidedJune 20, 1932
StatusPublished
Cited by29 cases

This text of 243 N.W. 465 (Gevers v. Schwarz) 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
Gevers v. Schwarz, 243 N.W. 465, 208 Wis. 473, 1932 Wisc. LEXIS 390 (Wis. 1932).

Opinion

Wickhem, J.

On August 9, 1926, testatrix executed her last will and testament, and after a bequest of $500 to the children of Albert Gevers, and $500 to Mr. and Mrs. Reitter, provided that the balance should be distributed to four children of a brother, all of whom resided in Germany.

On May 11, 1931, testatrix executed a codicil, which was denied probate by the order appealed from. By the terms of the codicil she gave her homestead, with contents, to Frieda Gevers and Albert Gevers “for the good care I received at their hands in my declining years.” The will was admitted without objection, but objections to the codicil were filed on behalf of the beneficiaries in Germany, upon the ground of mental incompetency and undue influence.

At the time of executing the codicil Martha Grosse was seventy-four years old. She had no relatives in America. She was a widow and the owner of a flat building in Milwaukee. She lived downstairs. In 1928, when the upper flat became vacant, she leased it to Mr. and Mrs. Gevers. The Gevers testified that at that time they had been intimate friends of Mrs. Grosse for some years, and that Mrs. Grosse induced them to move into her flat upon the promise that the [475]*475flat would be theirs upon her death. It was the testimony of the Gevers that both of them had, without remuneration, performed numerous services for Mrs. Grosse before moving to the flat, and that these services continued after they moved there. Mr. Gevers took care of the repairs about the flat, and Mrs. Gevers assisted testatrix in housecleaning. During the last six months of her life testatrix required a great deal of care, and Mrs. Gevers generally stayed with her at night. During the last seven years of her life testatrix had living with her a Mrs. Gohler, who helped about the house and received her room and board for these services. Mrs. Gohler had most of the responsibility of caring for Mrs. Grosse, except at night when Mrs. Gevers was present/; Mrs. Grosse died June 4, 1931. The codicil was executed on May 11, 1931. On the Saturday preceding the date of the proposed codicil Mrs. Gevers reminded Mrs. Grosse of her promise to leave her the flat, and asked her whether she had made a will. Mrs. Grosse responded, “If I didn’t, I will do' it on my dying bed.” Thereupon Mrs. Gevers called Mr. Eisner, an attorney at law, and made arrangements with him to come to the house at two o’clock on May 11th, at which time Mrs. Gohler intended to be away and in fact was away from the house. Mr. Eisner came to the house at Mrs. Gevers’ call, drafted the codicil as the testatrix dictated it to him, and then called to Mrs. Gevers, who occupied the upper flat, to get the witnesses. Mrs. Gevers called two witnesses, Mrs. Mary Stroebel and her daughter-in-law, Mrs. Walter Stroebel, and they came over and witnessed the document. Mr. Eisner testified that Mrs. Grosse talked rationally and stated that the codicil .represented her will; that the two witnesses signed, and all three immediately left Mrs. Grosse’s home. Before Mr. Eisner talked to the testatrix he asked Mrs. Gevers to leave the room, and on that occasion she addressed herself to the testatrix .and said, “Now you promised me the house,” or something to that effect. Mrs. [476]*476Gevers testified that she said, “I want just what you promised me.” '

The foregoing is a statement of the history of the case so far as the facts of execution are concerned. The trial court indicated in his opinion that he was fully satisfied that Martha. Grosse was not of sufficient mental capacity. The findings are very inartificially drawn. The only findings of fact that have any remote bearing upon mental capacity or undue influence are the fourth .and fifth findings, as follows :

“4. That said deceased was also mentally affected, during said period, to such an extent that not infrequently she suffered from complete lapse of memory.
“5. That said Frieda Gevers was instrumental to have said codicil executed; and that she kept the execution of the same a secret until the death of said deceased.”

. As conclusions of law, however, the court finds that testatrix was mentally incapacitated to make the codicil, and that •the same was procured by undue influence on the part of Frieda Gevers. While the findings are unsatisfactory, that furnishes no ground for disturbing the order, if the evidence sustains the conclusions of mental incapacity and undue influence. Disch v. Timm, 101 Wis. 179, 77 N. W. 196; Wilkinson v. Wilkinson, 59 Wis. 557, 18 N. W. 527; White v. Magann, 65 Wis. 86, 26 N. W. 260; Jones v. Jones, 71 Wis. 513, 38 N. W. 88; Dietz v. Neenah, 91 Wis. 422, 64 N. W. 299, 65 N. W. 500; Williamson v. Neeves, 94 Wis. 656, 69 N. W. 806.

The question arises, then, whether the court was justified in finding that testatrix was mentally incompetent, and that the codicil was procured by undue influence. It is well established that, in order to set aside a will upon either ground, the proof must be clear, convincing, and satisfactory. Will of Fortner, 188 Wis. 594, 206 N. W. 969; Will of Emerson, 183 Wis. 437, 198 N. W. 441; Will of Lotwin, 186 Wis. 42, 202 N. W. 151; Will of Boardman, 178 Wis. 517, 190 [477]*477N. W. 355; Ball v. Boston, 153 Wis. 27, 141 N. W. 8. It is our conclusion that the proof offered by contestants does not meet the requirements of these cases.

Upon the issue of undue influence it was essential for contestants to establish by clear, convincing, and satisfactory evidence that there was opportunity to exercise undue influence; that there was a disposition upon the part of Mrs. Gevers to exercise it; that there was a susceptibility on the part of the testatrix to undue influence; and, finally, that there was a result indicating that undue influence had been exercised. Will of Lotwin, supra.

That there was opportunity for Mrs. Gevers to exercise undue influence may well be conceded. She lived in the same flat building with testatrix, was on very intimate terms with her, and stayed with her nights during the last six months of testatrix’s life. We think, however, that there was no clear, convincing, and satisfactory evidence 'of disposition on the part of Mrs. Gevers to exercise undue influence, or that such influence was exercised. It is true that Mrs. Gevers reminded Mrs. Grosse of her promise to make a will; that she called Mr. Eisner, procured the witnesses, and on the occasion of the execution of the codicil reminded the testatrix before leaving the room that she had promised her the flat. This may lead to the inference that the conduct of Mrs. Gevers was to some extent influential in causing testatrix to make the will when she did, but it falls short of a clear showing of undue influence. Undue influence has been defined as a species of fraud. Will of Emerson, supra. It must not be confused with mere influence. Will of Schaefer, 207 Wis. 404, 241 N. W. 382. Nor can it be “presumed from conjecture or suspicion without reasonable and satisfactory proof of facts establishing the contrivance and undue influence.” Will of Wallace, 197 Wis. 323, 222 N. W. 255. If the facts heretofore recited do not of themselves furnish clear and satisfactory evidence of undue influence, [478]*478we think they are not at all aided in this direction by a consideration of all the circumstances surrounding the relations of Mrs. Gevers and testatrix.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Estate of Sensenbrenner v. Sensenbrenner
278 N.W.2d 887 (Wisconsin Supreme Court, 1979)
Velk v. Lewandowski
192 N.W.2d 844 (Wisconsin Supreme Court, 1972)
Estate of McGonigal
174 N.W.2d 256 (Wisconsin Supreme Court, 1970)
In Re GUARDIANSHIP of COLLITON
164 N.W.2d 480 (Wisconsin Supreme Court, 1969)
Colliton v. Colliton
164 N.W.2d 480 (Wisconsin Supreme Court, 1969)
Schmidt v. Frank
137 N.W.2d 218 (North Dakota Supreme Court, 1965)
In Re GUARDIANSHIP of FRANK
137 N.W.2d 218 (North Dakota Supreme Court, 1965)
Estate of Phillips
112 N.W.2d 591 (Wisconsin Supreme Court, 1961)
Wicker v. Gundelach
112 N.W.2d 137 (Wisconsin Supreme Court, 1961)
Ganchoff v. Van
107 N.W.2d 474 (Wisconsin Supreme Court, 1961)
Guldhaug v. Martin
82 N.W.2d 196 (Wisconsin Supreme Court, 1957)
Stormon v. Weiss
65 N.W.2d 475 (North Dakota Supreme Court, 1954)
Dobson v. Dobson
46 N.W.2d 758 (Wisconsin Supreme Court, 1951)
Estate of Svendso
43 N.W.2d 343 (Wisconsin Supreme Court, 1950)
Glojek v. Glojek
35 N.W.2d 203 (Wisconsin Supreme Court, 1948)
King v. Jorgenson
29 N.W.2d 69 (Wisconsin Supreme Court, 1947)
McBride v. Ostvalden
23 N.W.2d 405 (Wisconsin Supreme Court, 1946)
Washburn v. Washburn
22 N.W.2d 512 (Wisconsin Supreme Court, 1946)
Kondziella v. Estate of Sowka
19 N.W.2d 898 (Wisconsin Supreme Court, 1945)
Patterson v. Jensen
17 N.W.2d 423 (Wisconsin Supreme Court, 1944)

Cite This Page — Counsel Stack

Bluebook (online)
243 N.W. 465, 208 Wis. 473, 1932 Wisc. LEXIS 390, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gevers-v-schwarz-wis-1932.