In Matter of Estate of Dejmal

289 N.W.2d 813, 95 Wis. 2d 141, 1980 Wisc. LEXIS 2528
CourtWisconsin Supreme Court
DecidedApril 1, 1980
Docket77-449
StatusPublished
Cited by78 cases

This text of 289 N.W.2d 813 (In Matter of Estate of Dejmal) 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
In Matter of Estate of Dejmal, 289 N.W.2d 813, 95 Wis. 2d 141, 1980 Wisc. LEXIS 2528 (Wis. 1980).

Opinion

BEILFUSS, C.J.

This is an appeal from an order of the county court of Pierce county dated November 11, 1977, admitting the will of Julia Dejmal to probate.

The appellants here, the objectors to the admission of the will, have raised several issues dealing with formal legal requirements for the execution of the will, the competency of the testatrix, undue influence and the sufficiency of the evidence. We have reviewed these issues and conclude the order admitting the will to probate must be affirmed.

Julia Dejmal died on November 24, 1973, at the age of eighty-one. She was preceded in death by her husband in 1956 and her only son, a bachelor without issue, on September 25, 1968. She died testate pursuant to a “Last *144 Will and Testament” dated December 13, 1968. The will bequeathed all of her property valued at $70,460.94, to a niece and her husband, respondents Alice and Ed Merta.

On December 8, 1973, Alice Merta petitioned the county court of Pierce county for probate of the will. A brother, sister, two nieces and one nephew of the deceased, appellants herein, filed objections to the will, alleging:

“1. That at the time of the execution of said instrument, the said JULIA DEJMAL was not of sound mind and did not have sufficient mental capacity to make a Will.
“2. That the execution of said instrument was procured by undue influence exercised over and upon the said JULIA DEJMAL, Deceased.”

Added to these grounds in a subsequent notice of will contest filed by respondents were the allegations that the will was not duly executed and execution was procured by fraud.

A hearing on the objections was held and the following facts were testified to at the hearing:

Julia Dejmal lived on a forty-acre farm about seven miles outside of the City of River Falls. The house in which she lived had no running water, electricity or telephone. Cooking was done on a wood stove which, together with a Jungers oil heater, provided heat for the premises.

Julia had lived on the farm with her husband, Frank, and their son, William. In addition to the farm, the family ran a kind of “junk” business. They collected and sold paper, rags and scrap metal. Following the death of her husband in 1956, Julia was cared for generally by her son until his death in September of 1968. After that time she remained on the farm by herself.

A niece Alice Merta and her husband lived three to four miles from the Dejmal farm and, prior to William’s *145 death, visited Julia and her son several times a month. Occasionally, when Julia or her son was ill, Alice brought them food, but normally Julia did her own cooking.

After William’s death, Alice began to visit Julia on almost a daily basis. She and her husband assisted Julia in household chores such as carrying wood and water into the house, shoveling snow and making minor household repairs. They also helped her tie up the loose ends of the family’s “junk” business and settle the estate of her son. Julia did not drive and relied upon the Mertas for transportation to and from town. They occasionally took her to church and to the grocery store. On several occasions Alice Merta drove and accompanied Julia to her attorney’s office for discussions on tax matters and the probate of her son’s estate.

One day, as Alice and Julia were returning from the court proceedings for the probate of her son’s estate (she was appointed by the court as personal representative), Julia remarked on how simple probate could be when there was a will. Neither her husband, nor her son, had died testate, but on that day, as she was waiting for the proceedings for the estate of her son to be called, she had occasion to observe the probate of an estate disposed of by will. Some time later Julia told Alice that when she died it would be different than when her husband and son died. She then asked Alice to write down her instructions for the disposition of her estate.

Julia Dejmal suffered from an arthritic condition which made writing very difficult for her, and it was for this reason that she asked Alice to take down her instructions. After Alice wrote out by hand what Julia had dictated, Julia signed and kept it.

This document is as follows:

“Written on December 9, 1968, at River Falls, Wisconsin.
“These are my wishes and last will. After my death Ed and/or Alice Merta are to pay up all remaining Bills, *146 make funeral arrangement in the manner I have instructed them too. Also have engraving put on gravestone. For this and all the other care and services already-given to me they are to get the entire remaining estates, Personal property, Real Estate and Savings.
“Signed Dec. 9, 1968
“/s/ Julia Dejmal”

Not until several days later when Julia entered the hospital for treatment of lung congestion did Alice Merta again see this paper. Alice had driven Julia to her doctor’s office after she had developed a cough. Upon examining her, the doctor suggested that she be hospitalized for six or seven days. As Alice was driving her to the hospital, Julia gave her the paper which she had dictated earlier and instructed her to take it to Ralph Senn, her attorney, to see if it was a valid will. If it was not, Attorney Senn was to make it so. Julia also told Alice to have Senn include certain instructions for her funeral and for religious services to be held for her and her family following her death.

After driving Julia to the hospital, Alice Merta went to Senn’s office, handed him the paper Julia had signed and repeated her instructions. Senn informed Alice that it would have to be typed with the additional instrue-. tions, and properly signed and witnessed in order for it to be valid. He stated that he would draft the document but would be unable to go to the hospital to have Julia execute it because he had the flu. He instructed Alice that Julia would have to sign the will in the presence of two witnesses and then the witnesses had to sign it in the presence of Julia and each other. Attorney Senn suggested that if the will was executed at the hospital it would be best if one of the witnesses were a doctor or nurse.

One or two days later Alice returned to Attorney Senn’s office and picked up the newly drafted will. Senn again instructed her as to how the will was to be exe *147 cuted. He emphasized to her that she herself could not serve as a witness.

Attorney Senn’s secretary, Daphne Thompson, typed up and placed in the file containing a copy of the will a short memo which read:

“MEMO”
“Mrs. Julia Dejmal was hospitalized at River Falls (St. Joseph Hosp.) at the time this Will was drawn. It was drawn per instructions from Mrs. Ed. Merta — who came in presumably with directions from Julia. Neither Ralph E. Senn or D. Thompson ever heard Julia express any ideas about her will, or had any discussions with her about it.
“Mrs.

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Bluebook (online)
289 N.W.2d 813, 95 Wis. 2d 141, 1980 Wisc. LEXIS 2528, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-matter-of-estate-of-dejmal-wis-1980.