Kolberg v. Kaebisch

26 N.W.2d 268, 249 Wis. 629, 1947 Wisc. LEXIS 248
CourtWisconsin Supreme Court
DecidedJanuary 14, 1947
StatusPublished

This text of 26 N.W.2d 268 (Kolberg v. Kaebisch) 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
Kolberg v. Kaebisch, 26 N.W.2d 268, 249 Wis. 629, 1947 Wisc. LEXIS 248 (Wis. 1947).

Opinion

Fritz, J.

The instrument offered for probate by Howard E. Kaebisch, as tile will of his mother, Ernstine Kaebisch, is dated April 23, 1945. She died on August 24, 1945, over seventy-six years of age, and was survived by her daughter Viola Kolberg, her son, Howard E. Kaebisch, and his son, Elmer Kaebisch. Under the terms of that instrument the testatrix divides her estate (so far as here material) equally between her only heirs, viz., her son Howard and her daughter Viola. The latter and Elmer Kaebisch objected to the probate of that instrument as the last will of Ernstine Kaebisch, on the grounds that the execution thereof “was procured by the exercise of undue influence upon” the testatrix by Howard E. Kaebisch, and that the instrument “is not the last will and testament of the deceased.” On the trial of the issues thus raised, the following facts were clearly established with but virtually little dispute in the evidence.

The testatrix-and her husband (who died in August, 1944) had resided many years in-Milwaukee county on a fifty-four-acre farm worth about $10,000. In November, 1944, the testatrix sold the cattle and most of the other personal prop *631 erty. At that time .there were living with her Viola Kolberg and her husband, and upon their moving two miles away to New Butler, the testatrix continued to live on the farm alone until November 12, 1944. On that day she was found sick in her home by Viola Kolberg- and her husband, who called Elmer Kaebisch and also a doctor who ordered testatrix removed to Milwaukee County Hospital. She stayed there until on November 16, 1944, she went to her daughter Viola’s home in New Butler. Her son Howard saw her at the hospital and had an argument there with his son Elmer as to why she was there; and Howard also went to Viola Kolberg to find out why their mother was at the hospital. Before the testatrix was taken to the hospital on November 12, 1944, upon being found sick in her home by Viola Kolberg and her husband, Elmer Kae-bisch removed, by cutting a cord without testatrix’s knowledge, a key which she had hanging on the cord around her neck. With this key Elmer, on the evening of that day, opened, in the testatrix’s farm house, a metal box belonging to testatrix, in the presence of Elmer’s wife, Viola Kolberg and her husband, and Emma Hackbarth, a neighbor called in by them, and they inspected everything in the box, including about $5,400 in money which they counted; and then, after making a list of everything, they put all of it and also the list in the box. Viola Kolberg then took the box to her home and Elmer kept the key until he returned the key and Viola Kol-berg returned the box to- testatrix when she came to Viola’s home upon leaving the hospital on November 16, 1944.

When about twenty-one years of age, Howard had left his parents’ farm after a quarrel and fight with his father, and thereafter there apparently was friction in the family between Howard and his parents and also his sister Viola. She appears to have helped her parents on the farm until the time of her marriage and the removal of her family to Dayton, Ohio, in about 1937. While living there she corresponded with her parents and also through Emma Hackbarth. From 1936 to November, 1944, Elmer Kaebisch helped his grandparents on *632 the farm and with their chores, and his wife also helped, and they were helping testatrix on the farm when Viola Kolberg and her family returned from Ohio to the farm on September 16, 1944. An earlier will had been made by the testatrix on August 16, 1944, but objections to proof of its contents were sustained by the trial court.

In addition to the proof as to the matters stated above, there was introduced by the parties on the trial also evidence in which there was considerable conflict in relation to the issues raised to the probate of the will of April 23, 1946, on the grounds that the execution thereof by the testatrix was procured by the exercise of undue influence upon her by Howard E. Kaebisch. In relation to the evidence on that issue, Judge McDonald stated the following, in the course of his decision admitting the will to probate, to wit:

“Well, it appears that in this family there was a pretty bitter feeling. The only one that suffered by it was this poor old lady. There is no claim here that she was incompetent to make a will. The only claim here is that she was unduly influenced. There has been no proof of that which I feel is competent to show in the first place that she was a woman susceptible to undue influence. There is no proof of that at all, that she would be easily influenced. It is only indirect proof that the son unduly influenced her, it is all indirect; there is no positive proof, nothing that the court could grasp, except a bitter feeling between the son and the daughter, but so far as she was concerned she was sane and capable of making a will. If she was sane and capable of making a will and knew the will that she had drawn previously included the grandson, who took a pair of scissors and cut the string holding her key to her box that contained some five thousand dollars, ... if she knew that — and the presumption was she did know it — it is a wonder that she left anyone that was a party to taking the key or opening her strong box anything. Now, it appears from Mrs. Kolberg that she returned the box, but when she [testatrix] left there and went to her son she didn’t give up the box, as she should have done, to her mother. . . . The most she had was simple possession there. It was somebody else’s prop *633 erty. I am surprised that a warrant was not issued for her arrest instead of replevin.”

And in the findings of fact the court stated, in relation to the issue as to the exercise of undue influence, that “there is no evidence . . . that the testatrix was a person subject to undue influence, or that there was opportunity on the part of Howard E. Kaebisch to exercise undue influence upon said testatrix, nor is there evidence in the record of any disposition on the part of Howard E. Kaebisch to influence said testatrix unduly for the purpose of procuring an improper favorthat “the will is a natural will and in that it divides the entire estate of the testatrix between” her two heirs, Viola Kolberg and Howard E. Kaebisch, who are the only children of the testatrix. Conclusions of law and judgment were entered accordingly.

The facts thus found and stated by the court, and its conclusions of law and judgment entered thereon, were fully warranted by the evidence. As Judge McDonald rightly stated in his decision, there was no proof that testatrix was susceptible to undue influence or would be easily influenced, or that there was any act or conduct on the part of Howard E. Kae-bisch which can be deemed to have directly unduly influenced her, or by which she could have been indirectly influenced by him by reason of any act or conduct on his part or on the part of his attorney, Alvin Zelonky, whom the testatrix consulted as her attorney in relation to drafting for her the will in question. On the contrary, the court’s findings that no such undue influence was exercised either directly or indirectly, and that the instrument in question was the genuine and valid and natural will of the testatrix, can be deemed warranted particularly by the undisputed facts—

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Bluebook (online)
26 N.W.2d 268, 249 Wis. 629, 1947 Wisc. LEXIS 248, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kolberg-v-kaebisch-wis-1947.