In Re Estate of Jensen

240 N.W. 656, 185 Minn. 284, 1932 Minn. LEXIS 749
CourtSupreme Court of Minnesota
DecidedFebruary 5, 1932
DocketNo. 28,735.
StatusPublished
Cited by7 cases

This text of 240 N.W. 656 (In Re Estate of Jensen) 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
In Re Estate of Jensen, 240 N.W. 656, 185 Minn. 284, 1932 Minn. LEXIS 749 (Mich. 1932).

Opinion

Dibell, J.

On appeal from the probate court of Lincoln county the district court upon a trial de novo made findings and conclusions directing the admission to probate of the will of Hans Jakob Jensen, deceased. Jensen’s four sons, who opposed the will, appeal from the order denying their motion for a new trial. The respondent is Dagmar Molgaard, a stepdaughter of Jensen, the daughter of his second wife, who predeceased him by a few years. No others are interested.

The issue was upon the decedent’s testamentary capacity. The will gave $4,000 to Dagmar Molgaard and the residue to the decedent’s four sons in equal portions. The value of the estate is $25,000.

The will was drawn by Dr. Henrik Tilliscli, the decedent’s physician, and was witnessed by him and the lady superintendent of the Wesley Hospital in Brookings, a short distance over in South Dakota, where the decedent was when it Avas executed on December 16, 1930, and where he died on December 27, 1930. The attestation clause was immediately below the signature of Jensen, Avas signed by the two attesting Avitnesses, and was in the folloAving form:

“We hereby acknowledge the above signature Avas made in our presence & in the presence of each other.”

The testimony of the two attesting Avitnesses tended in some degree to impeach the will. They testified at the trial in the district court that they thought when they witnessed the Avill that the testator was mentally competent, but that they had changed their minds and Avere of the opinion that he was not of testamentary capacity.

*286 The rule is that the testimony of an attesting witness which impeaches the Avill upon the ground of mental incapacity of the testator is subject to close scrutiny and should be vieAved and Aveighed with caution. Some of the cases are more exacting than indicated. Lowe v. Jolliffe, 1 Wm. Blackstone, 364, in connection with Avhich see The King v. Nueys, 1 Wm. Blackstone, 415; Scribner v. Crane, 2 Paige (H. Y.) 147, 21 Am. D. 81; Loughney v. Loughney, 87 Wis. 92, 58 H. W. 250; Southworth v. Southworth, 173 Mo. 59, 73 S. W. 129; Stevens v. Leonard, 154 Ind. 67, 56 H. E. 27, 77 A. S. R. 446; Kuehne v. Malach, 286 Ill. 120, 121 N. E. 391, and cases cited. The principle is supported in Lott v. Lott, 174 Minn. 13, 218 N. W. 447. And so are the texts. 14 Ene. Ev. 422; 2 Wigmore, Ev. (2 ed.) § 1302; 1 Underhill, Wills, § 213; 1 Alexander, Wills, § 380.

Attesting Avitnesses are traditionally and for practical reasons preferred witnesses in the sense that they may testify without foundation laid. 1 Wigmore, Ev. (2 ed.) § 689; 4 Id. § 1936; Geraghty v. Kilroy, 103 Minn. 286, 114. N. W. 838. In Williams v. Spencer, 150 Mass. 346, 23 N. E. 105, 5 L. R. A. 790, 15 A. S. R. 206, and other' cases there cited, it is said that the testimony of the witnesses which is admissible is as to the opinion Avh'ich they formed at the time of the execution — a question not presented by the record or briefs and unnecessary of pursuit here. And in referring to the admissibility of the testimony of attesting witnesses and their duty to observe the testamentary capacity of the person signing the Avill, Faris, J. in Thomasson v. Hunt (Mo. Sup.) 185 S. W. 165, 167, said:

“It is said that the odor of admissible sanctity adheres to Dr. Williams’ opinion of the condition of this testator, because he was an attesting witness, and for that it was. his duty .to closely observe his condition. The ansAver may well be that it Avas likeAvise his duty not to attest the Avill of a mentally incompetent person.”

On January 2, 1931, 17 days after the Avill of Jensen Avas drawn and six days after his death, Dr. Tillisch Avrote a letter to the executor nominated in the will in response to an inquiry. The *287 receipt of this letter in evidence is asserted to he error. In it the doctor said:

“That he [referring to the testator] discussed with ine the amount of §4,000 to be paid to his stepdaughter. I suggested that this was quite a little in proportion to what he had. However he insisted that this was what he wanted. I did not ask him the details as to how he expected the money would'be paid, as I merely followed his instructions in the matter. This will was drawn before he had his congestion of the lung which killed him, and he was no doubt of sound mind. * * * We did not know at the time the will was drawn that death was so close at hand or I would have had an attorney draw the will.”

The assertion of mental competency was in harmony with the opinion of the doctor at the time the will was drawn on December 16, 1930, and at variance with his later opinion, and was competent. The doctor testified that what he stated in it was true ; and a consideration of it might be helpful to the trial court in reaching a right conclusion upon the issue of testamentary capacity at the date of the will. In Lott v. Lott, 174 Minn. 13, 218 N. W. 447, the opinion notes that the statute, G. S. 1923 (2 Mason, 1927) § 8756, requires the attesting witnesses to be called if within the state, and this was in substance the rule at common law; and, when so called, if they dispute the will which they have attested, they may be cross-examined by the party supporting the will. The letter was properly admitted.

Dagmar Molgaard testified, by deposition. Objection is made to her testimony upon the ground of immateriality. The rule is settled that the injustice or unreasonableness of a will, when there is evidence impeaching the testator’s capacity, may be received for the purpose of throwing some light upon the issue. Waring v. Waring, 6 Moore P. C. 341, 13 Eng. Rep. 715; Hodge v. Rambo, 155 Ala. 175, 45 So. 678; In re Estate of Martin, 170 Cal. 657, 151 P. 138, and cases cited; Crawfordsville Tr. Co. v. Ramsey, 178 Ind. 258, 98 N. E. 177; In re Williams’ Estate, 52 Mont. 192, 156 P. 1087, Ann. Cas. 1917E, 126. And, upon the same principle, when there *288 is evidence against capacity, evidence showing that the will is a naturaL, reasonable, and likely one, under all the circumstances, is competent for what light it throws on testamentary capacity. Brereton v. Glazeby’s Estate, 251 Mich. 234, 231 N. W. 566. And see Hammond v. Dike, 42 Minn. 273, 44 N. W. 61, 18 A. S. R. 508. Such evidence is not controlling and may not be persuasive.' In itself it does not prove or disprove capacity; but a trier of fact, when the testator’s competency is in question, may benefit by knowing the relation of the testator to those who naturally ivould appeal to his bounty and whether the disposition was a natural and likely one or the reverse. , The rule should be applied cautiously. It should be understood that the testator may make an unjust, unreasonable, and unfair will if he chooses. He may dispose of his property as freely by will as he may give it in his lifetime. Nor does the fairness and reasonableness of the disposition prove competency or the opposite. Only when there is evidence upon the issue may such facts be used for the light they give.

The stepdaughter testified as to her early life. Her father died before she was born. Two years after his death her mother married Jensen. She lived in Lincoln county with the family from that time until she was 24 years old. She and her four half brothers, the contestants, grew up together. She had limited schooling.

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Bluebook (online)
240 N.W. 656, 185 Minn. 284, 1932 Minn. LEXIS 749, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-jensen-minn-1932.