Marsden v. Puck

13 N.W.2d 765, 217 Minn. 1, 1944 Minn. LEXIS 533
CourtSupreme Court of Minnesota
DecidedMarch 17, 1944
DocketNos. 33,605, 33,613
StatusPublished
Cited by2 cases

This text of 13 N.W.2d 765 (Marsden v. Puck) is published on Counsel Stack Legal Research, covering Supreme Court of Minnesota primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Marsden v. Puck, 13 N.W.2d 765, 217 Minn. 1, 1944 Minn. LEXIS 533 (Mich. 1944).

Opinion

Streissguth, Justice.

. In this contest involving the last will of Jane Marsden, dated May 6, 1940, and an instrument revoking all her wills, dated March 8, 1941, a jury answered four special interrogatories submitted to it as follows:

“Question No. 1: Was the testatrix, Jane Marsden, of sound and disposing mind and memory at the time of the execution of the will, dated May 6, 1940?
“Answer: Yes.
“Question No. 2: Was the execution of said will procured by undue influence?
“Answer: Yes.
“Question No. 3: Was Jane Marsden of sound and disposing mind and memory at the time of the execution of the revocation on the 8th day of March 1941?
“Answer: Yes.
“Question No. 4: Was the revocation dated March 8, 1941, obtained by undue influence?
“Answer: Yes.”

[4]*4The trial court adopted the jury’s findings and ordered judgment denying the petition for probate of the will, reversing and setting aside an order of the probate court allowing the will, and further denying a petition for general administration of Jane Marsden’s estate, she having executed several wills antedating the one in contest. Motions by the opposing parties for amendment of the findings were uniformly denied, judgment was entered, and these appeals followed.

Only fact issues are presented by the several appeals. Valera Spencer Puck, the proponent, hereinafter called Valera, challenges the sufficiency of the evidence to support the affirmative answer to question No. 2, the trial court’s action in adopting such answer, and its action in refusing her motions for amended findings negativing undue influence in the execution of the will. She likewise challenges the affirmative answer to question No. 3 and the court’s action in adopting the same and in refusing to amend its findings so to establish mental incompetency on March 8, 1941, the date of the instrument revoking the wills. Contestants, on the other hand, challenge the sufficiency of the evidence to support the affirmative answer to question No. 4 and the court’s action in adopting said answer and in refusing to amend its findings so as to negative undue influence in connection with the revocation.

Tom Marsden, a resident of Watonwan county, died intestate in August 1934, leaving an estate valued in excess of $100,000. Surviving him were his widow, Jane Marsden, whose will is here attacked, and his five children, Maud Spencer, Charlotte Cary, Guy Marsden, Lee Marsden, and William Marsden. After probate of his estate, Tom Marsden’s property was divided by mutual agreement between the heirs under a plan whereby the widow received 422 acres of land, plus a share of his personal property.

Mrs. Marsden lived to be 75 years of age. She died on March 16, 1941. In the interim between her husband’s and her own death, she had acquired a home in Mankato and some additional personal property. The total value of her estate at the time of her death was somewhat over $25,000.

[5]*5Valera is a daughter of Maud Spencer and a granddaughter of Tom and Jane Marsden. She had lived with her grandparents during her childhood days while attending grade school, and, after completing her high school course, had returned to their home to live. Later she married and had one son. She was divorced from her first husband in 1933 and in 1910 married Lorraine Puck, her present husband.

Shortly after her divorce, Valera again returned to live at the home of her grandmother, which, except for short intervals, she made her own home continuously until Mrs. Marsden’s death in 1911. Their happiness during these years belied the adage that age and youth cannot live together. During 1935 and 1936, Mrs. Marsden and Valera traveled and vacationed extensively and, with their traveling, their intimacy grew closer than ever. Valera owned and drove the car in which they traveled, but the grandmother paid all expenses. The car was eventually traded in for a new one, to which Valera took title, though Mrs. Marsden paid the balance of the purchase price on the trade. A joint bank account was established and Valera given carte blanche so far as disbursements therefrom were concerned.

Mrs. Marsden enjoyed these new experiences, notwithstanding that her estate was being seriously depleted thereby; but, in 1935, after about 18 months of nomadic living, she decided to settle down to a normal life again and purchased a home in Mankato, where she and Valera established themselves in 1936 and where they continued to live until 1937. During that period and in September 1936, Mrs. Marsden executed her first in a series of four wills, wherein she devised her new home to Valera “in appreciation of the fact that she has resided with me ever since the death of my husband, has assisted me in many ways in household duties and business affairs and has been most kind and considerate.” Her other •real estate was devised to her children in equal shares, and the residue of her estate bequeathed to her two daughters in equal shares.

[6]*6The children of Mrs. Marsden viewed this growing intimacy between Valera and their mother with alarm and became especially solicitous about the possible depletion of their mother’s "estate by “riotous living.” In July 1987, they decided to intervene. The mother was prevailed upon to petition for the appointment of a guardian of her estate, and her daughter Maud Spencer was appointed as such. Contemporaneously, a second will, dated July 15, 1937, was executed by Mrs. Marsden, dividing her estate equally among her children. In this will specific reference to the provision for Valera in the former will was made in these significant words, which testify to a surrender by Mrs. Marsden in the interest of family harmony: “I make no provision for her [Valera] in this my Last Will and Testament for the reason that I believe that it will be best for all concerned that no provision be made for her.”

Following appointment of the guardian, the Mankato home was abandoned, and Mrs. Marsden was farmed out to her children Charlotte, Maud, and Guy, in turn, for a fee of $60 per month. But the arrangement proved irksome to her, and in June 1938 she petitioned the probate court for restoration to capacity. Her petition was rejected, but shortly afterward the Mankato home was reestablished, and, at Mrs. Marsden’s request, Valera again came to live with her.

On August 21, 1939, Mrs. Marsden filed a second petition for restoration to capacity and the removal of Mrs. Spencer as guardian. The petition was denied, but Mrs. Spencer was relieved of the guardianship and E. C. Wingen, a banker of Amboy, and a friend, of the Puck family, appointed in her stead.

After a short interval and on December 23, 1939, Mrs. Marsden executed her third will, again devising to Valera the home at Man-kato and, in addition, 160 acres of farm land, “because she is the only, one that has been good and kind to me, and the only one to see that I had some pleasure in life, to live and stay with me, so-I would not be left alone.” Valera was also given a cash legacy of $500, while her mother, Maud Spencer, the former guardian, was. in effect disinherited by a bequest giving her eight dollars. The rest-[7]*7of the property was divided equally between the remaining four children, and Wingen was named executor.

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Related

Brusven v. Ballord
14 N.W.2d 861 (Supreme Court of Minnesota, 1944)
In Re Estate of Marsden
13 N.W.2d 765 (Supreme Court of Minnesota, 1944)

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Bluebook (online)
13 N.W.2d 765, 217 Minn. 1, 1944 Minn. LEXIS 533, Counsel Stack Legal Research, https://law.counselstack.com/opinion/marsden-v-puck-minn-1944.