In Re Sarras Estate

384 N.W.2d 119, 148 Mich. App. 171
CourtMichigan Court of Appeals
DecidedJanuary 6, 1986
Docket80476
StatusPublished
Cited by8 cases

This text of 384 N.W.2d 119 (In Re Sarras Estate) is published on Counsel Stack Legal Research, covering Michigan Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Sarras Estate, 384 N.W.2d 119, 148 Mich. App. 171 (Mich. Ct. App. 1986).

Opinion

148 Mich. App. 171 (1986)
384 N.W.2d 119

In re SARRAS ESTATE
KARRIS
v.
FRUSTAGLIO

Docket No. 80476.

Michigan Court of Appeals.

Decided January 6, 1986.

McDonald, Collins & Marin (by William I. McDonald), for Ernest A. Karras.

Steward, Peterson, Sheridan & Nancarrow (by James B. Steward), for Michael Frustaglio.

Before: D.F. WALSH, P.J., and GRIBBS and SHEPHERD, JJ.

SHEPHERD, J.

Michael Frustaglio (contestant) commenced this action in the Marquette County Probate Court contesting the March 4, 1982, will executed by the decedent, Andrew Sarras (testator). Ernest Karris, proponent and sole beneficiary of the 1982 will, appeals from a jury verdict setting aside the 1982 will as the product of an insane delusion. That verdict effectively gave validity to an earlier will dated November 17, 1976. We reverse and remand for entry of judgment notwithstanding the verdict.

The testator died on April 19, 1982. He had never married, had no siblings, and both parents had predeceased him. After his death the personal representative named in the testator's 1982 will petitioned the probate court for admission of the 1982 will to probate. The 1982 will left all of the testator's property to a friend, the proponent in this action. On June 7, 1982, contestant, a cousin of the testator, filed an action contesting the 1982 will.

Contestant's objections were: 1) the testator lacked testamentary capacity at the time the 1982 will was executed and 2) the will resulted from an insane delusion on the part of the testator that his family did not give him enough attention. Contestant *175 was also the proponent of the 1976 will which distributed the testator's property among his relatives, including the contestant.

Contestant introduced substantial testimony at trial that the testator had a number of serious manic-depressive attacks over the years which were observed by the family and which sometimes resulted in hospitalization. Family members testified that the testator was in a manic phase when he executed the will on March 4, 1982, and that he was hospitalized for the condition a week and a half later.

The jury was given a special verdict form which asked the jury to first determine whether the testator had the testamentary capacity to make the 1982 will and, if so, whether the 1982 will was the result of an insane delusion. The jury found that he did have testamentary capacity but that the will was the result of an insane delusion. Proponent appeals from this verdict.

Proponent argues that the trial court should have granted his motion for a directed verdict or judgment notwithstanding the verdict on the issue of insane delusion. We agree.

The standard for this Court in reviewing a defendant's motion for directed verdict is that the evidence must be viewed in the light most favorable to the plaintiff. If there are material issues of fact upon which reasonable minds might differ, they are properly submitted to the jury. Hall v Citizens Ins Co of America, 141 Mich App 676, 682; 368 NW2d 250 (1985). Otherwise stated, the test is whether, viewing the facts in the light most favorable to the plaintiff, reasonable persons could reach a different conclusion. If so, the question is properly one for the jury. The same standard of review applies where a motion for judgment notwithstanding the verdict has been denied. Jenkins *176 v Southeastern Michigan Chapter, American Red Cross, 141 Mich App 785, 792; 369 NW2d 223 (1985).

In the present case, contestant had the burden of proof to show that the testator was the victim of an insane delusion, that the testator believed supposed facts which have no real existence, that he had no reasonable information or evidence supporting his belief of those supposed facts, and that, but for such belief, he would not have excluded contestant (and other former beneficiaries) from his will. A directed verdict is properly entered in favor of a proponent where a factual basis for the decedent's belief is established at trial. In re Karabatian's Estate, 17 Mich App 541; 170 NW2d 166 (1969).

Here, contestant has claimed that testator was the victim of an insane delusion that his family did not give him enough attention. Proponent argues that at trial eight different relatives testified to facts which would be sufficient for the testator to base his belief in reason:

1. Mary George, testator's aunt, testified that she and another aunt broke a long-standing tradition by not inviting the testator to their monthly potluck-bingo gathering in late February, 1982, because he was in his manic phase and was obnoxious. He did go, but sat alone. She also testified that he left an unpleasant odor in the house after he had been there.

2. Stella Power, another aunt, testified about the friction that developed in 1979 between the testator and his uncle Anthony after the two had lived together.

3. Vito Frustaglio, the testator's uncle, testified that he sold the testator a stereo in mid-February, 1982, which the testator claimed was not working *177 properly, but Frustaglio could find nothing wrong with it.

4. Concetta Maki, an aunt, also testified about the testator's friction with his uncle Anthony in the late 1970's.

5. Joseph Frustaglio testified that he refused to buy raffle tickets from the testator at Ozzie's Bar on March 3, 1982, and that the testator was angry at his refusal.

6. Terese Carlson, an aunt, testified that the testator had been a burden to the family for several years, since his mother died in the mid-1970's, and that he was unpleasant because he was not clean or shaven, but that they never told him that he was a burden.

7. Marian Frustaglio testified that in March, 1982, at Phelps School, she did not sit with the testator at a basketball game in which her husband was playing because she did not see him. She further testified that she had asked him not to smoke cigars in her house, and that she had locked the doors when she was home alone because she did not want the testator coming in when he was in his manic state.

8. Michael Frustaglio testified that for the first few months following the death of the testator's mother, his aunts would go to the family home to clean up for the testator and his uncle Anthony, and that they then stopped doing so and left the testator and his uncle on their own. Frustaglio also testified about the falling-out between the testator and his uncle Anthony, and further testified that the testator was asked by Paula Frustaglio, Michael's wife, not to smoke in their house.

It is for this Court to review the facts presented at trial to determine whether any such facts would be enough for the testator to base his belief in reason. As stated in In re Solomon's Estate, 334 *178 Mich 17; 53 NW2d 597 (1952), an insane delusion invalidating a will exists "`when a person persistently believes supposed facts which have no real existence, and so believes such supposed facts against all evidence and probabilities and without any foundation or reason for the belief, and conducts himself as if such facts actually existed'". Id., 27, quoting from In re Kaven's Estate, 279 Mich 334, 339-340, 272 NW 696 (1937). However, capricious and arbitrary dislikes, unjust suspicions against relatives or mistaken beliefs as to their feelings and designs toward the testator and his property, however visionary, or belief of acts or facts which have any evidential basis, do not constitute insane delusions.

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Bluebook (online)
384 N.W.2d 119, 148 Mich. App. 171, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-sarras-estate-michctapp-1986.