Keleske v. Keleske

147 N.W.2d 343, 33 Wis. 2d 277, 1967 Wisc. LEXIS 1136
CourtWisconsin Supreme Court
DecidedJanuary 3, 1967
StatusPublished
Cited by6 cases

This text of 147 N.W.2d 343 (Keleske v. Keleske) is published on Counsel Stack Legal Research, covering Wisconsin Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Keleske v. Keleske, 147 N.W.2d 343, 33 Wis. 2d 277, 1967 Wisc. LEXIS 1136 (Wis. 1967).

Opinion

Hallows, J.

The appeal raises three contentions: (1) The conveyances of two pieces of real estate were unconditional gifts, (2) credit should have been given for partial repayments of the loans, and (3) no interest should have been charged on any of the loans and value of the real estate. Joseph Keleske claims a new trial should be granted in the interest of justice; but we think not, because a reversal for further proceedings can correct the errors we conclude were committed.

For clarification, we point out that Joseph and Paul Keleske changed their name from Kalicicki. This dispute between the brothers arose after their mother’s death because of Joseph Keleske’s position that she died without leaving any estate and he did not have in his possession any property of his mother or owe her any money.

Josephine Kalicicki and her first husband Stanislau emigrated to the United States from Poland around 1890, settling in Racine, and during their lives had 12 children, but only Paul, Joseph, and Stanley Keleske survived to adulthood. They were thrifty people and when Mr. Kalicicki died in 1938 had accumulated their homestead, a tavern property, 450 shares of stock in the Wisconsin Screw Company which was operated by Stanley and Paul, and other assets. Joseph had been provided with a college education and was a pharmacist. [282]*282In 1941 or 1942 Mrs. Kalicieki married Isadore Salamon and about that time made her will, which remained unchanged at the time of her death, in which she gave $1,000 to Paul and to Stanley and divided the balance of her estate between the three sons.

Stanley Keleske died in 1946 and Paul Keleske sold the screw company and paid off the stockholders. His mother received $13,950 for her shares. Paul then moved from Milwaukee to Florida. Mrs. Kalicieki and Joseph Keleske continued to live in Racine, where Mrs. Kalicieki died in 1963.

Joseph Keleske argues the evidence does not support the court’s finding he obtained the conveyances of the tavern property and the homestead from his mother by undue influence, and the- imposition of the constructive trust by the court was based on a contract made in 1950 which could not vary the terms of the antecedent unconditional gifts.

The record shows that in 1939, within ten months after his father’s death, Joseph Keleske had the tavern property conveyed to him by his mother without consideration. It is claimed he paid his mother the rents from the tavern until he sold it in 1958. Around 1950 the homestead was deeded to Joseph Keleske and his wife Mildred. Shortly thereafter an unwitnessed agreement was signed by the decedent, Joseph, and his wife, which acknowledged the prior conveyances of the tavern and the homestead; and provided: (1) If Josephine Kalicieki died while the properties were held by Joseph and his wife, they were to keep the properties as their own, (2) that if Joseph should predecease his mother, the properties would be reconveyed, (3) the properties could be mortgaged and the proceeds used for investments to the personal use of Joseph Keleske, and (4) Joseph Keleske and his wife were not to be responsible or liable in any way to his mother or her heirs or assigns during the time they had title to the properties. Joseph Keleske testified he did not [283]*283know who drafted the agreement; it was signed in his mother’s home and he did not receive a copy. His wife testified she did not read or discuss the agreement before signing it.

One of the issues stipulated before trial was whether the transfers of this real property were gifts or in trust for the decedent, or attempted testamentary dispositions, and this agreement of 1950 could be introduced in evidence. Thus in referring to this curious agreement, the trial court noted that if it was intended as a testamentary disposition it was invalid for want of proper execution. We think Joseph Keleske’s argument that the court used this agreement to impose a constructive trust upon unconditional transfers is not well taken or founded in the evidence. As we view the opinion of the trial court, it considered the document as not inconsistent with and in fact of some supporting value of the theory of undue influence.

We will not recount all the evidence which supports an inference of undue influence. It is without dispute and in fact admitted that Joseph Keleske stood in a confidential relationship with his mother who was sixty-six years of age at the time she conveyed the tavern. While she was apparently in good health and worked as a midwife, shopped and went to church, nevertheless she could only read a little English, generally spoke Polish and relied on Joseph Keleske in handling her business affairs to the extent she signed documents without attempting to read them. The conveyance of these two properties under such circumstances raises an inference of undue influence sufficient, if accepted by the trier of the facts, to sustain a verdict. Schlichting v. Schlichting (1961), 15 Wis. (2d) 147, 112 N. W. (2d) 149; Kuehn v. Kuehn (1960), 11 Wis. (2d) 15, 104 N. W. (2d) 138. Of the four elements necessary to prove undue influence, Estate of Perssion (1963), 20 Wis. (2d) 537, 538, 539, 123 N. W. (2d) 465, there is no question that Joseph Keleske [284]*284had ample opportunity to influence his mother and the result indicated the exercise of undue influence by Joseph Keleske. At the time of his father’s death, his mother was, for her station in life, financially independent, yet at the time of her death he claimed she had no estate. He claims his mother was not susceptible to undue influence but the fact she looked to him and trusted him as her business manager is sufficient. And, undue influence does not exclude conduct which borders deceit. The trial court found Joseph Keleske had a disposition to influence his mother and characterized him as a greedy and grasping man who was not above lying when he thought it would best serve his interest. He had a long record of cheating when it helped him financially. The record does not show the trial court was in error in its appraisal of Joseph Keleske.

It was difficult for the trial court to believe his testimony on this and other issues. The record showed that in 1926 Joseph Keleske was convicted of bootlegging; in 1936 he was convicted on two counts of possessing intoxicating liquor with intent to sell without affixing tax stamps; in 1941 he was convicted of selling intoxicating liquors after closing hours, and in 1944 of selling liquor to a minor. In 1962, only a year before his mother’s death, he surrendered his license to practice pharmacy after selling drugs without a prescription and admitting he forged a physician’s signature on a prescription. He admitted knowingly falsifying deductions on his income-tax returns and was required to pay $26,000 or $27,000 additional taxes and penalties and, upon his mother’s death, Joseph Keleske attempted to charge his brother Paul Keleske for scrubbing out and cleaning his mother’s home which at the same time he claimed belonged to himself. During this time he managed to acquire ownership of some 60 pieces of real estate.

While the court found a constructive trust as a remedial device, we do not think this was error or even necessary to the recovery of the value of the property on the ground [285]*285of undue influence. In fact, the judgment is in the form of a common-law judgment to recover money and not a typical decree in equity ordering the defendant to transfer specific property. Joseph sold the tavern in 1958 and the homestead a few months after Mrs. Kalicicki’s death.

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Bluebook (online)
147 N.W.2d 343, 33 Wis. 2d 277, 1967 Wisc. LEXIS 1136, Counsel Stack Legal Research, https://law.counselstack.com/opinion/keleske-v-keleske-wis-1967.