In Re Estate of Rosenberg

246 P.2d 858, 196 Or. 219, 1952 Ore. LEXIS 240
CourtOregon Supreme Court
DecidedOctober 1, 1952
StatusPublished
Cited by22 cases

This text of 246 P.2d 858 (In Re Estate of Rosenberg) is published on Counsel Stack Legal Research, covering Oregon 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 Rosenberg, 246 P.2d 858, 196 Or. 219, 1952 Ore. LEXIS 240 (Or. 1952).

Opinion

LATOUEETTE, J.

This is an appeal from an order revoking the probate of a will of Elise Eosenberg (hereinafter referred to as “Elise”), deceased, dated December 18, 1947, which order also admits to probate one of her previous wills dated September 25,1947. She executed five wills in this order: July 7, 1943, August 8, 1947, September 25, 1947, October 8, 1947, and December 18, 1947, and died on June 12, 1949. Not knowing of the existence of the September and October wills until contest was instituted, contestants were permitted to amend to the effect that these two earlier wills were of no validity.

Elise, the testatrix, married Claus Eosenberg in Germany, after her first husband died. They came to this country after the wedding to live in Pendleton, *223 Claus’ home. Claus had been married before, his first ■wife having died, leaving five children as follows: Henry, Herman, Katie (now Wodaege), Bertha (now Zanders) and Carolyn (now McKay). Henry, his oldest child, married Clara Hudemann, who is a leading figure in this will contest. She and Henry had six children as follows: Henrietta, Glen, Robert, Harold, Deane and Joy. Henry died on October 11, 1922. There is competent evidence that Elise’s first husband left her a considerable inheritance, and that her husband, Claus, used it all to pay off his encumbrances. Claus’ children lived with Elise and Claus until each became married.

Herman, another important person in this will contest, was named executor of his father’s will, his father having died in 1919. His father left an estate of $233,-088.01. Under Claus’ will, his wife, Elise, was bequeathed the following: income for life from his securities; all the other personal property, except household furniture and furnishings, to be converted into cash, one-half to Elise and the other half to his five children; the use and occupancy of the homeplace for life; one-half of the net annual rents from his real property, the residue to his five children.

The July, 1943, will, outside of small specific bequests, gave to each of Claus’ (her deceased husband) grandchildren $100, and to Claus’ children she gave “one set of plain green dishes to be divided among them as they see fit.” The residue of the estate was given to two trustees to liquidate the same and divide the proceeds one-half to testatrix’ Freeport cousins, contestants herein, and the other half, outside of $10 to her brother, Otto Lamaack, in Hamburg, to her sister, Christine Lamaack, of Germany, if she be living, and, if not, to the children of one Kurt Stuhr, of Ger *224 many, if they be living, and if not, such half to the Freeport cousins.

The August, 1947, will, after certain small bequests, but eliminating Claus’ children and grandchildren, gave the residue of the estate to the Freeport cousins, Margaret Ingraham of them being named executrix of the will.

The September, 1947, will was the same as the August will, excepting that Clara Rosenberg was given the homeplace in Pendleton, including household furniture and effects. Gilbert J. Struve was named as executor, replacing Margaret.

The October, 1947, will was the same as the September will with the exception that Herman Rosenberg, Claus’ son, was given two half-sections of land in Umatilla county.

The December, 1947, will was the same as the October will except that the Freeport cousins were given $1,000 each, and the residue of the estate was given to her step-grandchildren, being Claus’ grandchildren.

The evidence shows that Claus, Elise’s husband, was a domineering German of the old school. He did not want his wife to acquire any education in this country other than what she could pick up in daily contacts. Claus’ children mistreated Elise and did not take her into the home as a mother. There is testimony that one of Claus’ daughters slapped her, and that Herman, one of his sons, accused Elise of not being married to his father, which wounded her deeply since she had a marriage certificate. Elise did not even have a decent dress to wear at her husband’s funeral, and it was incumbent upon her brother, Henry Wessel, to procure a suit for her. Although Elise was left a life estate in the dwelling by her husband’s will, she was unable to enjoy the sole occupancy of the same, *225 Herman continuing to live there for a period of eight years after his father’s death. Having acquired her brother Henry’s estate, and this being practically the entire estate now in contest, she went to Judge Fee, father of the present federal judge, and on his advice purchased from the heirs the fee title to the home so that she could enjoy the absolute freedom of it.

It is seen by the evidence that Elise never enjoyed to any great extent her inheritance from her husband, Claus, and in one instance, petitioned the probate court to compel Herman to account to her. Finally, after seven years of being deprived of her inheritance, a contract was entered into between Elise and Herman whereby he was to pay her $3,500 a year so long as she lived for her interest in the estate. Elise was compelled to sue Herman on the contract in an effort to get him to comply with the terms thereof. It is quite difficult to determine whether or not Elise ever received anything on the contract after suit was brought, although Herman, without receipts or cancelled checks, and through equivocal testimony, testified that he had paid her $40,000. Of this, the trial judge said:

t£ * * # It looks to me, from the evidence, as though she dismissed that suit for $25,000.00 without receiving anything for it except the home, and she already had a life estate in it. What did she get out of it? She got the house. I don’t think she got hardly anything out of that Eosenberg estate. I think she was — advantage was taken of her when she did not know very much about the law in this country. I think she got very little out of it.”

The evidence further shows that before her brother, Henry Wessel, died he told her that he never wanted the Eosenberg family to have any of his property and exacted a promise from her to that effect.

*226 On the other side of the picture, Elise had a sister, Christine Lanaack, living in Germany, her brother, Henry Wessel, and certain blood cousins, the following named being very close to her and living in Freeport, Illinois: Margaret Ingraham, Etta Pfender, Alta Kruse, Alma Rucker, Doris Hoyman and Harry Kruse (hereinafter referred to as the “Freeport cousins”). As evidence of the close relationship between them, we have the following: Elise took Margaret to Germany with her when Elise returned to that country following a visit to this country beginning in 1904, where Margaret stayed for a year visiting members of the family and with whom they took several trips. On Elise’s and Claus’ return from Germany in 1910 they visited with the cousins in Freeport for around ten days. There is a history of trips made by various members of the two families to visit back and forth between Pendleton and Freeport. In 1929, Elise asked Margaret to come to visit her since she needed her presence while her brother Henry’s estate was being settled. Margaret did this and remained for about ten days. In 1934, Elise took Margaret and her 12-year-old adopted son, Rod Kruse, to Germany for a visit with relatives.

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Bluebook (online)
246 P.2d 858, 196 Or. 219, 1952 Ore. LEXIS 240, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-rosenberg-or-1952.