In Re Wood's Estate

232 N.W. 248, 251 Mich. 560, 1930 Mich. LEXIS 647
CourtMichigan Supreme Court
DecidedOctober 3, 1930
DocketDocket No. 7, Calendar No. 34,982.
StatusPublished
Cited by1 cases

This text of 232 N.W. 248 (In Re Wood's Estate) is published on Counsel Stack Legal Research, covering Michigan 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 Wood's Estate, 232 N.W. 248, 251 Mich. 560, 1930 Mich. LEXIS 647 (Mich. 1930).

Opinion

This is a will contest. In circuit court, the sole issue was whether the purported signature of testatrix, Mary J. Wood, was genuine or forged. In this court, the principal question is whether the verdict, holding the signature genuine, was against the great weight of the evidence.

Mrs. Wood died at Los Angeles, California, September 30, 1928, aged 64 years. The disputed instrument was dated August 23, 1928, devised $3,000 to one Dr. McGibben to purchase an automobile, *Page 562 divided the residue of the estate, one-third to Mrs. Wood's sister, Mrs. Huston, and two-thirds to her brother, proponent Albert B. Lincoln, her only close relatives, and named Lincoln as executor. The will is informal, couched in simple language, revokes former wills and codicils, but is without the usual attestation clause.

Contestants were residuary legatees under several former wills executed by Mrs. Wood. They were protégés of Mr. Wood. In 1910, Mr. Wood, who had advanced from working carpenter to executive positions in the service of others, established his own construction business and took contestants into his employ. In 1914 he incorporated the concern and admitted them to stock participation on favorable terms. In 1921 he permitted them to acquire stock control by reducing to 42 per cent. his own ownership, through surrender of shares, in payment of a debt to the corporation and their redistribution as a stock dividend. Mr. Wood was accidentally killed in November, 1922. His will was executed in 1915. Mrs. Wood was the sole legatee. They had no children. Contestant Austin witnessed the will and was named executor. The estate consisted principally of stock in the W. E. Wood Company and a large ranch near Roscommon, Michigan. Mr. Wood was indebted to the company. About a month after his death, contestants, as board of directors of the company, declared and distributed a stock dividend, then canceled some shares of Mr. Wood's stock in payment of his debt, distributed those shares as a stock dividend, and thereby reduced Mrs. Wood's proportionate ownership to 34 per cent. Richardson testified that Austin had talked over the transaction with Mrs. Wood. No report of it was ever made to probate court nor did the testimony show that Mrs. Wood understood or *Page 563 agreed to it. A jury would be justified in looking at it askance.

Austin handled the estate as executor until February, 1927. Mrs. Wood desired his further aid, and shortly thereafter, at his suggestion, she gave him a very broad power of attorney. She relied implicitly on him for business guidance to the time of her death. The record disclosed no act of his in the handling of her affairs to which exception could be taken, aside from the stock manipulation in 1922. Under direction of contestants, the W. E. Wood Company prospered increasingly after Mr. Wood's death, and paid Mrs. Wood handsome dividends in cash and stock.

As indicated by her correspondence and conduct toward them, Mrs. Wood was friendly with contestants and their families as long as she lived. She made them many valuable gifts. As late as the summer of 1928 she visited the Richardson summer home and the Austins visited her at the ranch. A few days after her husband's estate was closed, in 1927, she made contestants a present of shares of stock in a corporation which Mr. Wood had formed and which held a long-term lease on property in Detroit. While the lease did not carry its own charges, the potential value was great, and Mrs. Wood completed the gift after Austin had written her that contestants had offered $100,000 to another holder for a like amount of stock and the offer had been refused.

Mrs. Huston was older than Mrs. Wood. Their relations were not close because Mrs. Wood did not like Mr. Huston. She had at least a sisterly feeling toward her, tinged with pity. The Hustons were not affluent as Mrs. Huston worked as a cook in a restaurant at Rochester, Michigan, for some three years before Mrs. Wood's death. Mrs. Wood made some small gifts to Mrs. Huston, but from the tone of her *Page 564 letters it may be gathered that she restricted them from fear that Huston might be benefited by them.

Lincoln was five years younger than Mrs. Wood. From 1913 to 1919, Lincoln was register of deeds of Jackson county, Michigan. He then had an operation, from which he never wholly recovered. He sold real estate and insurance at times, and, in 1925, entered the grocery business. His financial condition was not shown, but it may be inferred from the fact that when, in 1926, after long and much persuasion, Mrs. Wood induced him to sell the store, she paid his debts of about $4,000, and thereafter made him an allowance of $200 per month. He did not seek gifts from her. He rather avoided them. Always very fond of Lincoln, Mrs. Wood's relations with him grew more close after 1926, and she came to depend upon him for personal attention. In the fall of 1926 and also 1927 she took him and his wife to California with her for the winter, paid their expenses, and lived with or close to them.

After her husband's death, Mrs. Wood lived in Detroit for a time and then moved to the ranch. During her later years she became very large, at one time weighing 295 pounds, and was afflicted with a large number of grievous ailments. On their first trip to California together, Lincoln introduced her to Dr. McGibben, who treated her both physically and mentally, greatly relieved her, and in whom she had abundant confidence. On her return to Michigan, in May, 1928, she brought a companion recommended by Dr. McGibben, Miss Hall, who looked after her diet, gave her personal attention, remained until about June 15th, and to whom Mrs. Wood became so attached that she offered to pay the expense of a training in X-Ray work for her and gave her $500 toward that end. *Page 565

In August, 1928, Mrs. Wood, then at the ranch, became alarmingly ill. At one time she obtained a prescription from Dr. McGibben by long-distance telephone. Her condition became so serious that she decided to go at once to California to receive treatment from him instead of waiting until late in the fall as she had done before. She had authorized Austin to sell the ranch, and she decided to move to California. She telegraphed her brother, who lived in Jackson, to come to Roscommon and go to Chicago with her. He came to her, and it was arranged he should accompany her to California, return to complete some business upon which he was engaged, and then go back to take care of her. He drove to Detroit. She went by train, arrived at the Detroit Leland hotel in the afternoon of August 22d, and left for Los Angeles in the afternoon of August 24th.

The will at bar is claimed to have been executed about 3 o'clock in the afternoon of August 23d at the hotel. It was witnessed by Jessie Paul, a niece of Mrs. Albert Lincoln, and Emily Bennett Brown, Mrs. Paul's mother. They testified that on the morning of August 23d, Mrs. Wood called Mrs. Paul by telephone and asked her to bring her mother to the hotel; they went to Mrs. Wood's room about 3 p. m.; after some general conversation she asked Mrs. Paul to write for her; Mrs. Wood took a loose sheet of tablet paper from a black bag and handed it to Mrs. Paul with a magazine; Mrs. Wood was sitting on the bed, Mrs. Paul on the baggage rack, and Mrs. Brown on a chair; there was a flat-top desk in the room but they did not use it; Mrs. Wood consulted a paper, apparently reading something already drafted, and Mrs. Paul, using her own fountain pen, wrote at dictation; after it was completed it was signed by Mrs. Wood and witnessed by the others, each signing *Page 566 while the paper rested on a magazine in her lap; Mrs.

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Bluebook (online)
232 N.W. 248, 251 Mich. 560, 1930 Mich. LEXIS 647, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-woods-estate-mich-1930.