Matter of Estate of Langlie

355 N.W.2d 732, 1984 Minn. App. LEXIS 3541
CourtCourt of Appeals of Minnesota
DecidedSeptember 18, 1984
DocketC9-84-278
StatusPublished
Cited by3 cases

This text of 355 N.W.2d 732 (Matter of Estate of Langlie) 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 Langlie, 355 N.W.2d 732, 1984 Minn. App. LEXIS 3541 (Mich. Ct. App. 1984).

Opinion

OPINION

CRIPPEN, Judge.

This appeal is on an order admitting for probate copies of Gust Langlie’s 1979 Will and 1980 Codicil. The original copies of the instruments were not found. It is undisputed both documents were lawfully executed. Appellant, decedent’s niece, con *734 tends that the lost Will and Codicil were destroyed and revoked, and that the trial court erred in a contrary finding. We affirm.

FACTS

Gust Langlie died on May 28,1983, at the age of 85. His survivors included appellant, Ella Henjum, one of the children of Langlie’s deceased brother; and respondent, Eugene Langlie, one of the children of another deceased brother. Eugene Langlie’s petition estimated that decedent left his home together with personal property of the approximate value of $200,000.

Gust Langlie executed a Will in August 1979. The Will provided no benefits for appellant, Ella Henjum. Eugene Langlie and his two sisters were residuary beneficiaries in the Will. Two thousand dollar ($2,000) legacies were provided for three siblings of Ella Henjum.

In July 1980, Gust Langlie executed a Codicil to his Will. This instrument repeated most of the provisions of the 1979 Will but added a devise of the testator’s home to Sylvester Theising, a friend who had lived with the decedent for more than fifteen years. Theising is also a respondent in this appeal.

Eugene Langlie’s petition reported his belief that decedent’s Will and Codicil were lost or misplaced. Conformed copies of both instruments were furnished by Kathleen Wier, an attorney who provided legal services to Gust Langlie for many years. Wier and several other witnesses testified about events beginning on March 25, 1983, when it was discovered that Langlie’s Will and Codicil were not in a safe deposit box where he and his attorney thought they were kept.

On March 25, 1983, Gust Langlie had a long conference with Kathleen Wier. This was shortly after Langlie was discharged from the hospital. His health had deteriorated since 1982, and he wanted to give a power of attorney to his niece, Janet Hillier, one of Eugene Langlie’s sisters. Later in the day, Langlie, his niece, and his attorney learned that his Will and Codicil were not in his safe deposit box.

Gust Langlie said on March 25 that he could not remember where else the Will and Codicil might be. Janet Hillier recalled that Langlie thought they were at the courthouse. Kathleen Wier recalled that Langlie had left his Will with his sister-in-law when he was hospitalized some years earlier, and Wier suggested that Janet Hillier look for the Will and Codicil at Lang-lie’s home. Janet Hillier and Gust Langlie could not find the Will and Codicil at Gust Langlie’s home, and they were not located during a later search of the home by other family members. Gust Langlie was hospitalized again during the early part of April 1983.

On April 29, 1983, Kathleen Wier met with Gust Langlie to discuss several matters, including his Will. She found Langlie in a “very frail” condition. Knowing he had an appointment to see his doctor, Wier wrote to the doctor for an opinion on Lang-lie’s capacity to execute a replacement Will. On May 3, Dr. John Holten wrote that he found Langlie confused that day on matters of his age, his date of birth, the date, his nephew’s name, and his medications. The doctor said he foresaw times when Langlie would be “clear enough” to make rational judgments.

Gust Langlie was hospitalized shortly after this medical appointment on May 3, and he died on May 28. His doctor reported he suffered from heart disease and “organic brain syndrome, probably secondary to ar-teriosclerotic cerebral vascular disease.”

In her last two conferences with Gust Langlie, on March 25 and April 29, Kathleen Wier asked him if he wished to make a different Will or make any changes in his Will. Wier testified her client declined to make any changes and said he wanted the terms to remain the same at the time of his death. Janet Hillier witnessed one of these contacts and testified her uncle said he “wanted to keep the same provisions.” Gust Langlie had a strong interest in his Will and had discussed the terms with Kathleen Wier on many occasions over a *735 period of years. Wier testified her client never suggested his Will or Codicil had been destroyed, but said he believed the documents were in his deposit box.

In 1974 Gust Langlie executed a Will with family provisions closely resembling the 1979 Will and 1980 Codicil. He had been close to the family of his brother Walter, Eugene Langlie’s parent. Walter’s widow was given a $5,000 bequest in the Will and the Codicil. Gust Langlie had not established a relationship with Ella Hen-jum. He had disliked her husband and had little contact with Ella for fifteen years prior to 1982. He was visited by Ella several times in 1982 and 1983.

The evidence refers to numerous details in the last three months of Gust Langlie’s life. He had become fearful of a placement in a nursing home, but he was told by his attorney his family would try to get care for him at home. He had disagreements with Sylvester Theising. His relatives were concerned that the disagreements disturbed Langlie and successful steps were taken through Kathleen Wier so that Theising left the Langlie home early in May 1983. Langlie and Theising had discussed for some months Theising’s purchase of Langlie’s home, and Theising made payments totaling $5,000 on that proposal. About March 1983 Langlie tried to complete a $9,000 gift to Theising, the same amount Theising was to receive under a 1981 Letter of Advisement prepared by Langlie and given to his attorney.

The trial court concluded that direct evidence showed that Gust Langlie’s Will and Codicil were lost and were in effect “long after March 25, 1983.” The court concluded there was “truly not one shred of evidence, other than the fact that these instruments have never been discovered” to suggest revocation of Gust Langlie’s Will and Codicil.

ISSUE

Does evidence in the case support a trial court finding that decedent’s Will and Codicil were lost but not revoked?

ANALYSIS

Scope of Review.

Our review is governed by Rule 52.01, Minn.R.Civ.P. for Municipal Courts. See Minn.Stat. § 524.1-304 (1982), and § 487.23, subd. (1) (1982). The rule states:

Findings of fact shall not be set aside unless clearly erroneous, and due regard shall be given to the opportunity of the trial court to judge the credibility of the witnesses.

A finding supported by the evidence can be found clearly erroneous if the reviewing court, considering the entire evidence in the case, is left with the definite and firm conviction that a mistake has been committed. In Re Estate of Balafas, 293 Minn. 94, 198 N.W.2d 260 (1972).

Burden of proof.

Appellant urges our review of the evidence with regard for a burden of the proponent to prove nonrevocation of the Will and Codicil by clear and convincing evidence. This proposition misstates the law and requires careful attention.

Minn.Stat. § 525.261, repealed by Minn. Laws 1975 ch.

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Related

In re the Estate of Neuman
819 N.W.2d 211 (Court of Appeals of Minnesota, 2012)
In Re Estate of Botko
541 N.W.2d 616 (Court of Appeals of Minnesota, 1996)
In re Estate of Carlson
384 N.W.2d 239 (Court of Appeals of Minnesota, 1986)

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Bluebook (online)
355 N.W.2d 732, 1984 Minn. App. LEXIS 3541, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-estate-of-langlie-minnctapp-1984.