In Re the Estate of Lange

398 N.W.2d 569, 1986 Minn. App. LEXIS 5043
CourtCourt of Appeals of Minnesota
DecidedDecember 16, 1986
DocketC6-86-1215
StatusPublished
Cited by8 cases

This text of 398 N.W.2d 569 (In Re the Estate of Lange) is published on Counsel Stack Legal Research, covering Court of Appeals 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 the Estate of Lange, 398 N.W.2d 569, 1986 Minn. App. LEXIS 5043 (Mich. Ct. App. 1986).

Opinion

OPINION

LANSING, Judge.

This appeal is from an order admitting Elsie Lange’s will to probate. The contestants claim that Lange lacked testamentary capacity and was unduly influenced in the making of her will. Contestants also claim the trial court should have granted a mistrial because the trial judge was biased by information not admitted as evidence. We affirm.

FACTS

Elsie Lange was bom on October 30, 1896, and died on June 28, 1985, at the age of 88. She had three children, Raymond Lange, Victor Lange, and Annabelle Her-tling.

' Lange executed her first will on February 21, 1966. In that will, she left her property to her children as follows:

(1) A 240-acre farm to Victor Lange;
(2) A 286-acre farm to Raymond Lange;
(3) Lange’s homestead in Redwood Falls and an 80-acre farm to Hertling;
(4) The remaining property (personal) to Victor Lange and Raymond Lange in equal shares.

Victor Lange died on October 30, 1973. His four children are the contestants. On May 21, 1975, Lange executed her second and last will. By that time, Lange had sold her homestead in Redwood Falls and moved to a nursing home. She left the remaining property to her surviving children and Victor Lange’s children as follows:

(1) An 80-acre farm (previously left to Hertling) to Victor Lange’s children, share and share alike;
(2) A 286-acre farm to Raymond Lange (same as 1966 will);
(3) A 240-acre farm to Hertling (previously left to Victor Lange);
(4)The rest of her property (personal) in equal shares to Raymond Lange and Hertling.

Lange remained in the nursing home from April 17, 1972, until her death 13 years later. Hertling testified that Lange required nursing home care because of her physical health, particularly her diabetes. Raymond Lange testified that Elsie Lange was too confused to care for herself. The admitting physician described Lange’s mental condition as senile.

In 1974 the Renville County Court appointed Raymond Lange and Hertling co-conservators of Elsie Lange’s property. The reason for the conservatorship is disputed. Hertling claims that it was instituted because her mother was no longer interested in business affairs, and Raymond Lange claims that it was necessary because his mother was incompetent.

The conservators sued a farm tenant of Elsie Lange’s who had negotiated a lease advantageous to himself. The conservators’ attorney advised them by letter an expert would be needed to testify that Elsie Lange was incompetent to sign the lease. Expert testimony was never obtained because the lawsuit was settled.

On May 21, 1975, Raymond Lange and Hertling accompanied Elsie Lange to the Olivia law office of Ronald Selander. Each claims that the other scheduled the appointment. They agree that they remained in the waiting room during their mother’s conference with Selander.

Selander testified that he met with Elsie Lange that day. He knew she was under a conservatorship and asked questions to ascertain her competence. These questions related to Elsie Lange’s age, heirs, property, the contents of her 1966 will and the changes she desired in a new will. To the best of his recollection, Lange was alert and answered all his questions. She remembered the contents of her 1966 will and was able to describe the changes she wanted in a new will. After the conversation, the will was typed and Selander read it to her paragraph by paragraph. He believed she understood the changes and agreed to them. *571 Two secretaries from the law office witnessed the execution of the will.

Hertling testified that her mother did not suffer from significant loss of mental capacity until shortly before her death. Her-tling claimed to be unaware of the 1966 will and did not learn of the contents of the 1975 will until several days after its execution. Hertling’s husband testified that Elsie Lange’s mental capacity was not diminished until shortly before her death.

The nursing staff at the nursing home maintained a chart in which they made daily notations on Lange’s physical and mental condition. Few indications of mental confusion or weakness were noted. Toward the end of Elsie Lange’s life, state law required the staff to complete a “Vulnerable Adult Assessment.” The forms indicate she was vulnerable only “by reason of extremely poor eyesight and dependence on wheelchair.”

Four nurses who worked at the nursing home while Lange was a resident testified at trial. They described Lange as neat and active in playing cards and checkers. They testified that she was mentally alert, cooperative, and oriented to time and place. They denied that she suffered from senility. In addition, two housekeepers described Lange as “a pretty sharp person” and possessed of a “pretty good mental state.” Lange talked about the property she owned to one of the housekeepers. All six of these staff members saw her on a daily basis during 1975.

Three of the contestants, their mother, and Raymond Lange testified that Elsie Lange was not competent to make a will. They stated she often forgot who they were. Raymond Lange testified that on the date she executed the 1975 will, his mother was incapable of making a will and that on numerous occasions after 1975 she told him she wanted Victor’s children to get the 240-acre farm. The children also testified that after their father’s death, they did not receive Christmas presents from Lange, even though she inquired whether they had received them.

Dr. Milton Hanson testified that he saw Elsie Lange on a monthly basis from 1973 to 1980. He stated that Elsie Lange suffered from senile dementia during the entire time he treated her. However, her chart did not list senile dementia as a diagnosis. At one point he stated that she was fairly senile and later said she “had at least an element of senile dementia and that she at times was confused.” He described the characteristics of senile dementia as memory loss, confusion, defective judgment, and poor memory. He said this was demonstrated by Lange’s reluctance to follow his instructions and delusions relating to her medical treatment. He did not talk to her about her family or financial affairs and conducted no tests relating to her mental condition. Dr. Hanson believed Elsie Lange was unable to make a rational disposition of her property at any time while he treated her.

Although Raymond Lange and Hertling were co-conservators, Hertling managed her mother’s affairs alone. To reduce the impact of estate taxes, she made gifts of up to $10,000 a year to herself and Raymond Lange. She stated that her attorney, Robert Wurm, advised her to make the gifts. The trial judge, apparently troubled because the gifts were not authorized by the probate court, recessed and called the attorneys, into chambers. The judge expressed dissatisfaction over the gifts, stating that he knew Wurm and believed Wurm would have advised Hertling to make such gifts.

Contestants’ attorney requested that the comments be placed on the record. With a court reporter present, the judge repeated his comments on Wurm.

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Bluebook (online)
398 N.W.2d 569, 1986 Minn. App. LEXIS 5043, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-lange-minnctapp-1986.