In Re Estate of Evans

265 N.W.2d 529, 83 Wis. 2d 259, 1978 Wisc. LEXIS 989
CourtWisconsin Supreme Court
DecidedMay 2, 1978
Docket75-830
StatusPublished
Cited by8 cases

This text of 265 N.W.2d 529 (In Re Estate of Evans) 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 Re Estate of Evans, 265 N.W.2d 529, 83 Wis. 2d 259, 1978 Wisc. LEXIS 989 (Wis. 1978).

Opinion

CONNOR T. HANSEN, J.

The appellants are adult daughters of the testator, John C. Evans, deceased. They filed objections to the admission of his last will and testament to probate on the grounds that he was suffering under an insane delusion, lacked testamentary capacity, and was unduly influenced by the beneficiaries.

The will, dated April 25, 1972, left his estate, of an approximate value of $32,000, to certain of his nieces and nephews. It made no provisions for his two daughters, Blanche, born in 1914, and Patricia, born in 1936.

Evans was born June 23, 1889; was educated through the sixth grade; and was married on October 29, 1913, to Dorathea Evans (hereinafter Dorathea). For the next forty-seven years, he and Dorathea worked a farm near Briggsville, Wisconsin. Their two daughters, who remained unmarried, resided with them and helped work the farm for many years without compensation. In 1960, *266 a land contract was executed for the sale of the farm, and the farm equipment was sold at auction. Evans, then seventy years old, told the buyers that he was getting too old to handle farm work. Following the sale of the farm, the daughters obtained fulltime employment off the farm for the first time. Until 1963, the Evans family continued to reside in the farm house, renting it from the buyers under the land contract. In 1963, they purchased and moved to a residence in nearby Briggsville.

Numerous witnesses testified that the Evans family appeared to be a close and loving family, and that they participated in many activities together. Beginning in approximately 1966, however, the family relationship became increasingly strained. The source of this strain is at issue.

The appellants contend that Evans’ behavior underwent a sudden and irrational change, and that he became obsessed with an insane delusion that his wife and daughters were stealing his assets. The evidence shows that he became mistrustful of the financial records kept by his wife, and that he was convinced that money was being withheld from him. There is also evidence, however, that he was concerned about a lack of sexual relations with his wife, and that he attributed the family’s troubles to the presence in the household of his daughters, particularly the older daughter, Blanche, whom he considered domineering.

Whatever the source of the trouble, it became serious. Evans repeatedly accused Dorathea of failing to account for family funds. At Dorathea’s request, the family lawyer and a minister met twice with Evans and Dorathea to review the books kept by Dorathea. Although they found no errors, and attempted to persuade him that he was not being cheated, he remained unconvinced. Evans began demanding that his wife and daughters leave the family home. On one occasion, he excluded his wife and daughter from the family home by barring the door with *267 a shotgun. At another time Blanche returned home to find that her father had trapped her mother behind a bedroom door, and Blanche called the sheriff to release her.

Evans suffered from a number of medical problems and was hospitalized several times early in 1967. His hospital records show, among other things, that he was suffering from arteriosclerosis, and after his release from the hospital he mentioned to a friend that he had hardening of the arteries. His hospital records also show that he was very despondent about family problems.

In March, 1967, Evans was hospitalized for psychiatric evaluation. His medical records state that this hospitalization was the result of “a somewhat chaotic family situation,” and that one of his daughters had called the hospital “and, in effect, demanded that the patient be hospitalized.” These medical records also show that Dorathea informed the hospital staff that he had accused her of squandering funds, and that he verified the fact that he believed his wife and daughters had “ ‘plotted against him.’ ”

Upon his discharge, on March 18, 1967, Evans did not resume residence in the family home, but instead went to live with his brother, Louis, about four miles from Briggsville. He was later to state that he had been driven from his home. Twelve days later, on March 30, 1967, Dorathea commenced an action for legal separation. By judgment entered February 15, 1968, Dorathea was granted an absolute divorce, and the family property was divided equally between Evans and his wife.

Evans was soon convinced, and remained convinced to his death, that he had not received his full share in the division of the property. There followed an extensive and confusing exchange of correspondence in which his lawyer identified what Evans insisted were family assets in a total amount of $74,500, and in which Dorothea's lawyer offered detailed explanations of the vari *268 ous items. It is sufficient to observe here that some of these claims were clearly erroneous, and that Evans denied receiving some payments even though cancelled checks and the testimony of disinterested witnesses show that the payments were in fact made. Nevertheless, he persisted in the belief that he had not received his half of the property.

Following the divorce, the daughters remained in the Briggsville house with their mother, who suffered from diabetes, which left her unable to work around the house. In June of 1968, part of her leg was amputated, and she was confined to a wheelchair. She died on June 25,1976, and her entire estate was devised and bequeathed to the two daughters.

After the divorce, Evans lived with his brother, Louis Evans, for about two months. He then lived with his sister, Alice Ramsey, and her husband for approximately one year. Except for a short period before his last illness, when he lived with his nephew, Orville Evans, he lived the remainder of his life, slightly more than six years, by himself in a rented apartment in Briggsville. Although he saw his daughters often in Briggsville, he had little contact with them. He occasionally spoke with them on the street. They visited him a number of times in the hospital and were seen visiting with him while playing cards at parties and public gatherings. However, neither of them ever visited him in his apartment, allegedly for fear that he would accuse them of stealing.

Evans’ health failed somewhat each year. Various witnesses testified that he showed a general loss of interest in life, that he became forgetful, and that he frequently became confused. He showed a lack of concern for his personal cleanliness. He lost weight, his eyesight became poor, he had difficulty breathing, and he sometimes fell. During February of 1972, while vacationing in Florida, he fell and broke several ribs and punctured a lung. He *269 was hospitalized for three weeks. In April, 1972, after returning to Wisconsin, he was hospitalized for one week and was diagnosed as having Hodgkin’s Disease.

On April 25,1972, five days after his release from the hospital, Evans visited Howard Latton, then a practicing lawyer, to have a will drawn. He had not met Latton before and did not see him again after that day. Latton testified that Evans told him he had been married and divorced, that the divorce had caused bitterness and that his two daughters had had nothing to do with him since the divorce.

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Bluebook (online)
265 N.W.2d 529, 83 Wis. 2d 259, 1978 Wisc. LEXIS 989, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-evans-wis-1978.