Matter of Estate of Anderson

379 N.W.2d 197, 1985 Minn. App. LEXIS 4835
CourtCourt of Appeals of Minnesota
DecidedDecember 24, 1985
DocketC5-85-871
StatusPublished
Cited by8 cases

This text of 379 N.W.2d 197 (Matter of Estate of Anderson) is published on Counsel Stack Legal Research, covering Court of Appeals of Minnesota primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Matter of Estate of Anderson, 379 N.W.2d 197, 1985 Minn. App. LEXIS 4835 (Mich. Ct. App. 1985).

Opinion

OPINION

HUSPENI, Judge.

Mary Ann Reynolds, appellant and daughter of decedent Gerald Anderson, attempted to admit into probate a second codicil to decedent’s will. Respondents, who were decedent’s four other children, objected to the probate of this second codicil. An advisory jury found that the second codicil was executed as a result of undue influence exerted by Reynolds. The trial court adopted the advisory jury’s finding of undue influence. Reynolds appeals from the order denying probate of the second codicil and the trial court’s denial of her motion for amended findings or a new trial. We reverse.

FACTS

In 1981, decedent executed a will leaving his entire estate to his five children in equal shares. Later that same year, decedent executed a codicil to his will which merely changed the designated personal representative.

On April 17, 1984, decedent was found intoxicated and walking about the neighborhood near his home in Osseo, Minnesota. The police took him home and, at his direction, telephoned Reynolds in Oklahoma City. Reynolds told the police to *199 take her father to the hospital. She left later that same evening by car for Minneapolis. Decedent was taken immediately to the Veterans Administration Hospital in Minneapolis.

Reynolds left Oklahoma City without informing any of her brothers or sisters of their father’s condition. All respondents also resided in Oklahoma City. Upon arriving in Minneapolis on April 18, Reynolds went to visit her father at the hospital and there learned that he was terminally ill. She then proceeded to take charge of her father’s affairs.

On April 19, Reynolds contacted Medard Kaisershot, decedent’s attorney who drafted decedent’s will and first codicil, and told him that her father wished to deed his house to her. Kaisershot met with decedent that same day in the hospital. Early the next morning Reynolds telephoned Kaisershot and told him that her father would not recover from his illness. Kaiser-shot returned that afternoon with the second codicil to decedent’s will which was executed there in the hospital. Reynolds was not present during either of these two meetings between decedent and his attorney.

The second codicil provided that Reynolds alone receive the homestead. It did not otherwise change the will which provided that all five children share equally in the remainder of decedent’s estate. Apart from the homestead, the estate consisted primarily of decedent’s coin and currency collections. Decedent valued these collections at around $100,000, although it appears they were in fact worth much less at the time of his death.

On April 28, three days after the codicil was executed, Reynolds arranged for another attorney to prepare a general power of attorney. This power of attorney, executed that same day, gave Reynolds control over decedent’s safety deposit boxes which contained his coin and currency collections. Soon thereafter, decedent signed a signature card naming Reynolds the joint owner of his checking account. At no time did she inform her brothers and sisters that she was in Minneapolis, that their father was dying or that she was taking charge of their father’s affairs.

Hospital records indicate that decedent was alert and oriented from the time of his admission on April 17 until execution of the codicil on April 20. Kaisershot testified that decedent recognized him immediately when he entered his hospital room on April 19. Decedent appeared to be alert throughout Kaisershot’s explanation of the tax advantages of conveying the house by will rather than by a quit claim deed. When Kaisershot asked decedent whether he wanted Reynolds alone to have the entire homestead, decedent responded “yes” without hesitation. When Kaisershot returned to the hospital on April 20, decedent again confirmed that he intended Reynolds alone to get the house. Decedent then signed the codicil although he probably could not read it due to his poor eyesight. Decedent’s physical condition progressively worsened and he remained in the hospital until he died on May 14, 1984.

In his prime, decedent was a strong-willed man with numerous avocations. Although his physical activity was restricted in his final years, he continued to evidence his strength of will. Barely three months before his death, he angrily confronted his son who, while visiting decedent, had stayed out too long without first informing his father. Even during his last days in the hospital, he would refuse to take his medicine if he did not like the taste.

During the last five years of his life, decedent saw Reynolds more often than his other children. She visited decedent in Minnesota once a year, whereas only one of her siblings visited him in the last five years and that visit was incidental to a funeral one of her brothers was attending. During his last two visits to Oklahoma, decedent stayed at Reynolds’ house.

Unlike her brothers and sisters, Reynolds did not criticize or exclude her father for his sometimes crude and inappropriate manner of speaking. She would purchase alcohol for him if he requested and, although she did tell him he should quit *200 drinking, she did not insist that he seek alcohol treatment as did her brothers and sisters. In addition, an acquaintance of decedent testified that decedent had referred to Reynolds as his “number one child.”

ISSUE

Did the trial court err in finding that decedent’s second codicil was executed as a result of undue influence by appellant?

ANALYSIS

This court will not set aside a trial court’s findings unless they are clearly erroneous. Minn.R.Civ.P. 52.01. A trial court’s finding will be deemed clearly erroneous only if “the reviewing court on the entire evidence is left with the definite and firm conviction that a mistake has been committed.” In re Estate of Balafas, 293 Minn. 94, 96, 198 N.W.2d 260, 261 (1972) (quoting United States v. Oregon State Medical Society, 343 U.S. 326, 339, 72 S.Ct. 690, 698, 96 L.Ed. 978 (1952)).

Under Minn.Stat. § 524.3-407 (1984), contestants of a will have the burden of establishing undue influence. It is well settled that the will contestant must establish undue influence by clear and convincing proof. In re Estate of Pundt, 280 Minn. 102, 104, 157 N.W.2d 839, 841 (1968). Clear and convincing proof will be shown where the truth of the facts asserted is highly probable. Weber v. Anderson, 269 N.W.2d 892, 895 (Minn.1978).

In order for a court to find that someone exerted undue influence:

[t]he evidence must go beyond suspicion and conjecture and show, not only that the influence was in fact exerted, but that it was so dominant and controlling of the testator’s mind that, in making the will, he ceased to act on his own free volition and became a mere puppet of the wielder of that influence.

In re Estate of Reay, 249 Minn. 123, 126-27,

Related

In re Estate of: Alice I. Engman, Decedent.
Court of Appeals of Minnesota, 2017
In Re the Estate of McCue
449 N.W.2d 509 (Court of Appeals of Minnesota, 1990)
In Re the Estate of Opsahl
448 N.W.2d 96 (Court of Appeals of Minnesota, 1989)
In Re the Estate of Ristau
399 N.W.2d 101 (Court of Appeals of Minnesota, 1987)
In Re Estate of Larson
394 N.W.2d 617 (Court of Appeals of Minnesota, 1986)
In Re Estate of Novotny
385 N.W.2d 841 (Court of Appeals of Minnesota, 1986)
Matter of Estate of Rechtzigel
385 N.W.2d 827 (Court of Appeals of Minnesota, 1986)

Cite This Page — Counsel Stack

Bluebook (online)
379 N.W.2d 197, 1985 Minn. App. LEXIS 4835, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-estate-of-anderson-minnctapp-1985.