Loughney v. Loughney

58 N.W. 250, 87 Wis. 92, 1894 Wisc. LEXIS 157
CourtWisconsin Supreme Court
DecidedFebruary 23, 1894
StatusPublished
Cited by8 cases

This text of 58 N.W. 250 (Loughney v. Loughney) 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
Loughney v. Loughney, 58 N.W. 250, 87 Wis. 92, 1894 Wisc. LEXIS 157 (Wis. 1894).

Opinion

Cassoday, J.

John Loughney died at the age of seventy-seven. He left no father or mother or widow or children, and was never married. His next of kin consisted of three brothers named in the will, and two married sisters,— one residing in Chicago, and the other in Milwaukee. For about twenty-five years prior to his death he had made his home at his brother Matthew’s, except that he had made his home with his brother Anthony from some time in November, 1888, to about March 1,1892, and except that prior to November, 1888, he had from time to time, for days or weeks, and sometimes for months, been absent from Matthew’s, stopping with one or more of his sisters or other brothers. In the fore part of February, 1892, the testator ■went to Matthew’s, and while there made arrangements to return and make his home thereafter with Matthew. Anthony went there with him at the time. In pursuance of such arrangement he returned to Matthew’s, and commenced making his home there, about March 1, 1892. On the evening of March 17, 1892, he executed the written instrument in question, purporting to be his last will and testament, and died about nine hours afterwards. He left property of about the value of $6,000. It is conceded that it was duly signed by the testator, and attested and sub[97]*97scribed by two witnesses, as required by the statutes. So it is conceded that there is no evidence that the making or execution of the will was procured by undue influence on the part of any one.

' The only controverted question in the circuit court or this court is whether the testator had sufficient mental capacity to make a will at the time of the execution of the paper in question. Eight witnesses on the part of the proponents testify as to their observations respecting him shortly before his death, and give as their opinion, based thereon, in effect, that he was of sound and disposing mind and memory at the time of executing the will. One of these — Charles Deiner — was present during the time the will was being written by James Smith, and he gives a very clear and consistent statement as to what was said and done by the testator and by Mr. Smith during the time. According to his testimony, the testator dictated all the disposing parts of the will.

On the other hand, Mr. Smith and two other witnesses for the contestants testify as to their observations respecting the testator for some time before his death, and give it as their opinion that he was of unsound mind when he executed the will. Mr. Smith, however, appears to have been the principal witness relied on by the contestants. lie was manifestly a man of more than ordinary intelligence, and had for several years been in the habit of drawing wills for those living in the vicinity of TIale’s Corners, where he resided. He had loaned money for the testator and drawn papers for him for man}?- years. "While the testator was living at Anthony’s, he drew a will for him, December 1, 1888, and was named as executor therein, and retained the custody of that will up to the time of the trial in the circuit court. Among other things, Mr. Smith testified, in effect, that the testator called upon him at his place February 23,1892, to release a mortgage and get some money [98]*98that be bad belonging to the testator; that be made bis mark, as usual, to the release of the mortgage; that he did not write, and could not; that be received $160 or $170 from him; that the testator then claimed that be still owed him $400; that be did not look at bis books at the time, but that the testator was not correct about it; that Anthony came there with the testator; that, after Anthony left, the testator requested him to get his will and read to him, so that he could see if he recollected what was in it; that he got it from his safe, and read it over to the testator two or three times; that he seemed to recollect it pretty distinctly; that the testator then told him to put the will back in the safe,— that he would not have it long; that he again saw him on business a few days afterwards; that about 8 o’clock on the morning of March 17, 1892, Matthew came after him, and said his brother John wanted him to come over and draw a will or something to that effect, and spoke about some money Smith had belonging to John. lie further testified, in effect, that it was about three miles distant; that he did not go over until evening; that he got there between 6 and 7 o’clock; that the testar tor told him he wanted to change his will; that “ he wanted a change made so as to give his brother Matthew’s children the remainder in place of his brother Anthony’s;” that he wrote it down, accordingly, as he told him, on the back of the old will, as a codicil, and without any further instructions ; that after he had completed the codicil, except the attesting clause, he spoke of the necessity of having another witness, and Charles Deiner was sent for; that he then, and before Deiner came, read the codicil to the testator ; that the testator then said that he wanted to make a new will; that the testator gave directions for him to draw the new will, and he drew it accordingly; that he did not put anything in the new will on his own motion, except what John dictated to” him; that he put in the formal parts, [99]*99but did not put in any disposing parts; that in the first will he was authorized to spend $50 as he saw fit,— to pay something- to the church, and, if he saw fit, treat the boys who attended the funeral; that he aslced the testator if he should put that in the last will, and that he said, “No;” that he asked him if he should have his name cut on the monument, and he said, “ Yes.”

It is true that such testimony of Mr. Smith is interlarded with numerous expressions of his opinion to the effect that the testator had not the mental capacity to make a valid will; but the facts thus admitted are in direct conflict with such expressions of opinion, and are far more convincing. This more clearly appears when we analyze such testimony and compare it with some other testimony in the record. Thus, the codicil which Mr. Smith drew and is in evidence, and which it is conceded the testator refused to execute, left the old will as it was, except that Matthew’s children, instead of Anthony’s, were therein made residuary legatees; but the will executed, the disposing parts of which Mr. Smith admits were wholly dictated by the testator, drops out the bequest of $1,500 to James, as found in the first will, and in lieu thereof gives $1,000 to the children of James. It also cuts down the specific bequest of $1,500 to the children of Anthony to $1,000. It also omits entirely the specific bequest of $1,500 to the children of Matthew, but makes the children of Matthew the residuary legatees instead of the children of Anthony, as in the first will. So, it omits entirely the $50 which, by the first will, Mr. Smith, as executor, was directed to disburse for the purposes and uses therein mentioned, as he might deem best. It is true the last will makes no mention of either of the two married sisters; but the same is true of the first will, and, according to Mr. Smith, they were left out of that by design. It is true, the attesting clause of the last will does not state that the testator was of sound mind; but neither does the [100]*100attesting clause of the first will, drawn by the same witness,— in fact, the two are substantially alike.

But the testimony of other witnesses who were present at the time of making the will place Mr. Smith in a still more unenviable light.

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Cite This Page — Counsel Stack

Bluebook (online)
58 N.W. 250, 87 Wis. 92, 1894 Wisc. LEXIS 157, Counsel Stack Legal Research, https://law.counselstack.com/opinion/loughney-v-loughney-wis-1894.