In Re Estate of Olson

223 N.W. 677, 176 Minn. 360, 1929 Minn. LEXIS 1313
CourtSupreme Court of Minnesota
DecidedFebruary 8, 1929
DocketNo. 26,964.
StatusPublished
Cited by43 cases

This text of 223 N.W. 677 (In Re Estate of Olson) 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 Olson, 223 N.W. 677, 176 Minn. 360, 1929 Minn. LEXIS 1313 (Mich. 1929).

Opinion

Stone, J.

In this will contest a jury has found specially that the testator did not have testamentary capacity and that undue influence was exerted by proponent, Thore T. Johnson. He appeals from the order denying his motion for a new trial. • ■

Gjermund Olson, a long-time resident of Fillmore county and more than 85 years old, died there June 5, 1927. He had been blind since 1913 and in feeble physical health for some time. He was losing his eyesight in 1909 and in that year petitioned for the appointment of proponent as his guardian, on the self-assigned grounds of failing sight and incompetency to manage his property. Proponent was then appointed guardian of the person and estate of decedent and served as such until the latter’s death. On the question of capacity there is an abundance of testimony in support of the adverse verdict. The state of the record on the issue of undue influence Avill be gone into later.

In vieAV of certain argument, it seems appropriate that reference be made first to rule VIII, subd. 2, of this court. It permits in the printed record “such abridgment of the settled case as will clearly and fully present the questions arising on the appeal. Even in cases Avhere the sufficiency of the evidence is involved only that pertinent to the issues to be presented need be printed. * * * All matters in the return not necessary to a full presentation of the questions raised by the appeal shall be excluded from the printed *363 record.” This rule has been very properly taken advantage of by counsel for appellant, although they may have gone too far in omitting testimony. For example, where the competency of a witness is questioned, parts of his cross-examination tending to show competency were omitted. Such omissions should be avoided and care taken that counsel for respondent be given no just cause for criticism of the manner in which the printed record is abridged. With these comments, we desire to say that this court welcomes the efforts of counsel to shorten the record. The process now authorized by rule VIII is not resorted to as much as it should be to facilitate review and economize for litigants. The rule cannot fix definite limits of the shortening process which it authorizes. Purposely it did not attempt to do so. It leaves it to counsel and their traditional spirit of fairness and accommodation to shorten the printed records just as much as circumstances will permit without jeopardizing the arguments to be advanced here.

In this case, counsel for appellant have adopted the commendable practice of printing a supplemental record calculated to make good the omissions charged against the original. In that situation, there is no merit in the suggestion that we cannot consider the case fully and dispose even of the argument that the evidence does not warrant the decision below. At the time of the decision of Guthrie v. Hagen, 162 Minn. 447, 203 N. W. 216, our rules permitted an abridgment of the record only where the sufficiency of the evidence was not challenged. They have since been amended so as to permit an abridgment in all cases where circumstances permit. Still we shall decline ordinarily to examine the settled case in order to pass upon the sufficiency of the evidence. It has not been necessary to do so in this case.

There is support for the jury’s finding of undue influence. The will left $100 to each of seven nieces and nephews, $500 to the church of which deceased was a member, $2,000 to Mrs. Berdina Engen, in whose home decedent had lived for some time, and the residue, said substantially to exceed $20,000, to “my good friend, Thore T. Johnson,” the proponent. The will explains “the reason *364 for not giving my nephews and nieces any more is the fact that they have never done anything for me in any way. On the other hand Thore T. Johnson who has been my guardian for many years has done so much for me that I can never repay him for all his kindness.” Proponent had taken some pay (“in part” according to his annual accounts) for his services as guardian. During the last two years of his guardianship, these payments reached $400. For “board, nursing and care” of his ward during eight months of 1925, proponent’s wife was paid $800, and for the same service in 1926, she received $1,300.

In addition to being the legatee of the substantial residue, proponent was appointed executor. The will was executed March 11, 1925, in a bank at Lanesboro. Proponent brought decedent there for that purpose, first having consulted Mr. O. M. Habberstad, president of the bank. March 2, 1925, at the instance of proponent, Mr. Habberstad wrote one of proponent’s counsel stating that proponent had advised him that the decedent “would like to make a willthat proponent had also said that the decedent’s “head and memory” were “O. K.” He referred to the fact that a guardian had been appointed in 1909, and inquired whether a will “at this stage of the game” would be valid. He was promptly advised that the appointment of the guardian had not incapacitated decedent and that, mental capacity assumed, there was no legal objection to making one. He was advised further that the question of capacity very likely would be met, and it was suggested that “about the time of the making of the will you have some competent physician examine him so that he may testify” if needed.

There is evidence which, while it does not show any intentional wrongdoing by the proponent in the handling of decedent’s funds in his hands as guardian, does indicate unauthorized loans of them (some unsecured) in very substantial sums and at low interest (4y2 per cent in 1926) to his own children. Large amounts of them from time to time have been deposited by the proponent in Mr. Habberstad’s bank. It also appears that proponent and several of his sons were heavily indebted to that bank at the time the will was drawn.

*365 Notwithstanding dicta susceptible of a contrary construction in Fischer v. Sperl, 94 Minn. 421, 103 N. W. 502, and Tyner v. Varien, 97 Minn. 181, 106 N. W. 898, the burden of proof on the issue of undue influence was with the contestant and remained there to the end. In re Estate of Jernberg, 153 Minn. 458, 190 N. W. 990; In re Estate of Simmons, 156 Minn. 144, 194 N. W. 330; In re Estate of Keeley, 167 Minn. 120, 208 N. W. 535; In re Estate of Jenks, 164 Minn. 377, 205 N. W. 271. It is necessary that the circumstances relied on to show undue influence be such as “taken all together, point unmistakably to the fact that the mind of the testator was subjected to that of some other person, so that the will is that of the latter, and not of the former; mere ground of conjecture or guess is not enough.” In re Will of Nelson, 39 Minn. 204, 206, 39 N. W. 143. But as observed in that connection, “from the nature of the case, the evidence of undue influence will generally be mainly circumstantial. It is not usually exercised openly, in the presence of others, so that it may be directly proved.”

Direct evidence not being required and ordinarily unobtainable, the problem usually will be and here is to determine whether an affirmative finding has sufficient circumstantial evidence to support it. In the Jernberg case, 153 Minn. 458, 462, 190 N. W.

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Bluebook (online)
223 N.W. 677, 176 Minn. 360, 1929 Minn. LEXIS 1313, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-olson-minn-1929.