Loree v. Vedder

122 N.W. 623, 158 Mich. 372, 1909 Mich. LEXIS 715
Michigan Supreme Court·Decided October 4, 1909·No. Docket No. 112·Published·Cited by 29 cases

Opinion

McAlvay, J.

Contestants and appellants are the granddaughters of deceased, being children of his deceased daughter, Mrs. Nettie Wooden. Prom the allowance of a will to probate by the probate court of Livingston county two appeals were taken to the circuit court of said county — one by the contestants above named, the other by two daughters of deceased. These appeals, by consent of the parties and an order of the court, were combined at the trial, and tried as one case before the court and a jury. The contest of the will was made upon several grounds; but only one relied upon, namely, the alleged undue influence which was claimed to have been exercised over the testator by his wife. At the close of the case the court instructed the jury to return a verdict for proponents, and a judgment was duly entered thereon sustaining the will. Prom this judgment all the contestants joined in removing the case to this court by writ of error.

The testator, Joseph Loree, was 79 years of age at the time of his death, on March 2, 1908. He left surviving him, his widow, who was 12 years younger than he, three daughters, two sons, and two granddaughters, who are the principal contestants. The testator’s estate consisted of about 1,000 acres of farming lands, and personal prop[374] erty, all of the claimed value of $75,000. An instrument hearing date August 17, 1903, as modified by a codicil attached, bearing date July 30, 1906, was offered for probate by the widow, Catherine Loree, proponent, as the last will and testament of Joseph Loree. The record of the trial upon the contest of this will shows that the testator, although coarse and rough, was a man of ability and shrewdness in business matters. He was addicted to the use of intoxicating liquors, and often became intoxicated. He had been admitted to the bar of Livingston county, and had tried some justice’s court cases. He was a kind man, and affectionate toward his family. During the last 10 or 12 years of his life he became weak physically, and did no labor. His mind was somewhat weakened, and, on account of his condition, he required care and attention from members of the family. His wife, the proponent, was a woman of strong individuality. She was a good business woman, strong willed and domineering. The deceased often consulted her in business transactions, and deferred to her judgment. She retained the full vigor of her mind and body during his lifetime, taking care of him and doing all of the housework without assistance. In the year 1899 the mother of contestants, who at the time were of the ages of 16 and 13 years, respectively, left her husband and began proceedings for a divorce on the ground of extreme cruelty. On hearing in this divorce case in May, 1900, these two children were produced in court as witnesses by the father, and gave testimony favorable to him. There is no dispute but that this circumstance greatly angered the proponent. She always insisted in the presence of the testator and others that they had committed perjury. That the girls testified truthfully is established by this record, and is not contradicted.

In support of their claim that the will was procured by undue influence exercised over testator by Catherine E. Loree, his wife, contestants produced evidence to show her hostility toward them, which was introduced as tend[375] ing to establish the following facts: The mother of contestants died within a week after her divorce was granted. At the time she was dying the question as to whether the two daughters should be sent for was discussed. The grandfather asked to have it done, but the grandmother declared they must not come. An uncle protested that such conduct would be a disgrace and went after them. The grandmother would not allow the daughters to place a wreath upon their mother’s coffin. She requested the minister who officiated at the funeral to speak disparagingly of these girls, and insisted that they must not appear as chief mourners. The reason she gave for this conduct was because the girls had been witnesses for their father, and had testified falsely. There is evidence in the record tending to show that she for the same reason expressed a determination to prevent the girls from getting anything left by their mother. It also appears soon after the death of her daughter that she said in the presence of the testator that, on account of the girls’ testimony, there would be a new will, and they would be cut off. The instrument offered for probate was executed August 17, 1903. It appears that it was similar to a former will executed June 21, 1900, with the exception of two changes. In this will contestants Alma and Elvira were given 40 acres in fee and $500 in cash to share the same equally. The codicil revoked the devise of the fee to them in the land, and made it a life estate.

Evidence was also introduced for the purpose of showing the. expressed intention of testator to divide his property by will equally among his children, and that he intended to give these two contestants a certain farm of 100 acres, and, also, after the will was made, that it was not according to his wishes; also, that during his last sickness he expressed a wish to change it, but proponent objected, saying he was too sick, and it was then too late.

On behalf of proponent no witnesses were offered except to make a prima facie case to admit the will to probate. Proponent was not produced as a witness, nor was [376] evidence offered on her behalf contradicting the proofs of contestants. The case is somewhat unusual, in that the undue influence claimed was not exercised in favor of proponent herself, but against these contestants.

Upon the trial, contestants, to show undue influence, were not permitted to introduce evidence of facts which occurred more than six years before this will was executed, on the ground that it was too remote. Eleven of the assignments of error are based upon this ruling of the court. Contestants claimed, and offered to show, that proponent had assumed control and mastery over testator’s mind; that she had, more than six years before the execution of this will, used extreme personal violence towards him, and from that time had controlled and dominated him. In Beaubien v. Oicotte, 12 Mich. 488, the court said:

“ In all cases of this character it has been customary, as the reports show, to allow a wide range of inquiry into the family relations, and the terms upon which they have lived. It would be impossible to obtain a clear idea concerning motives and probabilities without it. These cases, as before intimated, are determined generally upon circumstantial evidence; and it must be received upon all points tending to throw light upon the various family relations.”

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Loree v. Vedder, 122 N.W. 623, 158 Mich. 372, 1909 Mich. LEXIS 715 (Mich. 1909).

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