In Re the Purported Last Will & Testament of Langmeier

466 A.2d 386, 1983 Del. Ch. LEXIS 403
CourtCourt of Chancery of Delaware
DecidedAugust 3, 1983
StatusPublished
Cited by27 cases

This text of 466 A.2d 386 (In Re the Purported Last Will & Testament of Langmeier) is published on Counsel Stack Legal Research, covering Court of Chancery of Delaware primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re the Purported Last Will & Testament of Langmeier, 466 A.2d 386, 1983 Del. Ch. LEXIS 403 (Del. Ct. App. 1983).

Opinion

DECISION AFTER TRIAL.

JUDGMENT FOR THE CAVEATOR.

BROWN, Chancellor.

This matter involves the validity of the last will and testament of Alice Langmeier. The will in question was executed on August 13,1981. Wilmington Trust Company, as trustee beneficiary under an earlier 1978 will executed by Alice Langmeier, has filed a caveat to the 1981 will seeking to deny its admission to probate. The basis for the caveat is that Alice Langmeier lacked testamentary capacity at the time of the execution of the challenged will and that the will executed by her was the product of undue influence exerted upon her by her housekeeper and live-in companion of some four months. This is a decision after trial.

Under Delaware law, all such will-contest matters start with the presumption that a testator had the capacity to make a will at the time that it was made. In re Barnes Will, Del.Super., 18 A.2d 433 (1941); Smith v. Day, Del.Super., 45 A. 396 (1899). Consequently, it is the party attacking testamentary capacity who bears the burden of establishing that the decedent was legally incapable of executing a valid will, Ethridge v. Bennett’s Executors, Del.Super., 31 A. 813 (1891), and the evidence as to the testator’s capacity must relate to the time at which the will was executed. In re Miller’s Will, Del.Super., 85 A. 803 (1912); Smith v. Day, supra. Likewise, the burden of proving undue influence rests on the party attacking the will. Nardo v. Nardo, Del.Supr., 209 A.2d 905 (1965). These standards necessarily mean that all cases such as this must turn on the facts and circumstances leading up to and surrounding the execution of the testamentary instrument.

The factual matters that go to make up this case are voluminous. The trial lasted for a period of nine days. A total of 27 witnesses were called, five of whom were medical experts. No one witness was merely cumulative of another. Each witness had something significant to add to the overall mix. Testimony as to certain critical aspects of the case was conflicting, in some instances even between witnesses for the same side. Because of the great number of factual matters relied upon by the parties, it would be unrealistic to attempt to deal with all or any substantial part of them in any detail. Accordingly, I set forth my findings of those matters which I deem to be pertinent and established by the evidence.

As previously indicated, Alice Langmeier executed the will in question on August 13, 1981. Five days later, on August 18, 1981, she fell and broke both an arm and a hip. *390 Upon her admission to the hospital on that date she was found by doctors who had never treated her before to be confused, suffering from a degree of senile dementia, lacking in memory and lacking in the ability to respond sensibly to clinical questions. Her condition failed to improve significantly thereafter and she died on November 6, 1981.

In summarizing my findings I divide the sequence of events into six categories. They include (1) the background of Alice Langmeier insofar as it bears upon the issues to be decided; (2) the advent of Marlene Holland, the proponent of the 1981 will, as her housekeeper and live-in companion and the effects of the development of that relationship through June 15,1981; (8) the decision for Alice Langmeier to make a new will and the medical examinations of her prior to its execution; (4) the appointment of an independent guardian for the property of Alice Langmeier on July 30, 1981; (5) the execution of the will and an employment agreement for the benefit of Marlene Holland on August 13, 1981; and (6) the events subsequent to the fall of Mrs. Langmeier on August 18, 1981. Thereafter I shall list and discuss certain admissions and conflicts in the testimony which, to me, serve to dictate the outcome of the caveat. This is the best way that I can discern to deal with this complex, and yet highly interesting probate matter.

I.

At the time that she executed the will in issue, Alice Langmeier was 85 years of age. During her lifetime she had apparently been an active and independent woman. Early in her life her first husband and her only child, a son, had died. She thereafter spent time in Europe and, later, in Florida. There is some evidence that she may have married a second time, but on the record this is uncertain. Late in life, in 1956, she married Arthur Langmeier, who himself had not been married previously. Alice and Arthur had known each other since their childhood days in the midwest and he had apparently kept in touch with her over the many years. The evidence also indicates that actually Alice and Arthur Langmeier were cousins, although this was apparently never made known by Alice Langmeier to her friends nor, insofar as can be ascertained, was it acknowledged by her prior to her death.

Arthur Langmeier died of cancer in 1976. He was a man of substantial wealth and made suitable provision for Alice through residual and marital trusts accompanied by the power of appointment reposed in her. Arthur Langmeier also made charitable dispositions under his will to several midwest-ern institutions, including the University of Missouri. The caveator, Wilmington Trust-Company, was the trustee under the will of Arthur Langmeier and, after his death, it managed his testamentary trusts for the benefit of Alice. In 1978, with the assistance of Wilmington Trust Company, Alice Langmeier executed a will which basically made some small provision for certain relatives of Arthur Langmeier living in Missouri, but which left the major portion of her estate to the same charitable beneficiaries favored by Arthur Langmeier.

The significance of the foregoing is to bring out that at and immediately prior to her death Alice Langmeier had no kinfolk or relatives of her own. Although it may be that the relationship of cousin existing between her and Arthur made his relatives, to a degree, her blood relatives also, the evidence is clear that she never considered them as such. While she maintained regular contact with these “Missouri relatives” after Arthur’s death, she always referred to them as being his relatives, not hers. She had no living children nor was she survived by any other living kin through her family. Thus, from 1976 onward, Alice Langmeier was basically alone in the world except for her chauffeur, her next-door neighbor, her part-time gardener, a few social acquaintances and her distant contact with Arthur’s Missouri relatives. This is also significant when it is considered that the size of the estate which Alice Langmeier had available *391 to dispose of by will was substantially in excess of $1 million.

II.

Against this backdrop we have the events leading to the present controversy. Alice Langmeier lived alone. In the spring of 1980 she fell and injured herself and thus required professional care and companionship during her recuperation. As a result of this event, when coupled with her advanced years, Lewis B. Hyman, the Wilmington Trust Company officer who maintained contact with Mrs. Langmeier, convinced her that it would be best if she had full-time live-in companionship thereafter.

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466 A.2d 386, 1983 Del. Ch. LEXIS 403, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-purported-last-will-testament-of-langmeier-delch-1983.