Matter of Estate of Madsen

535 N.W.2d 888, 1995 S.D. LEXIS 101, 1995 WL 488355
CourtSouth Dakota Supreme Court
DecidedAugust 16, 1995
Docket18841
StatusPublished
Cited by9 cases

This text of 535 N.W.2d 888 (Matter of Estate of Madsen) is published on Counsel Stack Legal Research, covering South Dakota Supreme Court 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 Madsen, 535 N.W.2d 888, 1995 S.D. LEXIS 101, 1995 WL 488355 (S.D. 1995).

Opinions

[890]*890MILLER, Chief Justice.

Appellants Serena Reichert and Gloria Hamby appeal the trial court’s decision to admit their mother’s will of March 4, 1993, for probate. They contend the will was the product of undue influence by their brother, Stacy Madsen, the sole beneficiary under the will. We affirm.

FACTS

Since March of 1944, Lena Marguerite Madsen, a/k/a Margie L. Madsen, lived with her husband on a ranch near New Underwood. Margie and her husband had five children, three sons and two daughters. Their oldest son died in 1968. When her husband died in the spring of 1989, Margie inherited the ranch. Another son, Glen, died two weeks later.

After the deaths of her son and her husband in 1989, Margie’s only living son, Stacy, assumed control of the physical operation of the ranch. Margie agreed to give him a share of the crops and calves that were raised in exchange for his continued work on the ranch.

For nearly all of his life, Stacy had lived and worked at the ranch. As an adult, he resided in a trailer located on the property, a short distance from the main house. Margie’s daughter, Gloria, had left the ranch years before. Margie’s other daughter, Serena, left the ranch shortly after her father and brother died in 1989.

Throughout her life, Margie experienced bouts of mental illness. Ultimately, she was diagnosed as having schizoaffective disorder, an illness which could be controlled with medications. When ■ she neglected to take her medications, Margie’s illness manifested itself in symptoms of paranoia, delusions, depression, and agitation.

Following a back injury in early 1992, Margie experienced a psychotic episode which culminated in her hospitalization. During this time, Margie’s children contemplated establishing a guardianship over her affairs and moving her from the ranch to an apartment or nursing home. In late April or early May of 1992, Margie’s psychiatrist discovered that a pain medication, prescribed by another doctor, was the likely cause of Margie’s psychotic symptoms. Margie stopped taking the medicine, and her symptoms dissipated. At about the same time, Margie and her children met to discuss her future plans. When Serena and Gloria suggested a guardianship and a change of residence for Margie, she staunchly opposed it. Noting his mother’s improvement as a result of her medication change, Stacy and his fiancée also disagreed with the proposal to move Margie and appoint a guardian. Margie returned to her home on the ranch and no guardianship was established. According to some testimony, Margie’s relationship with her daughters cooled after their attempt to establish a guardianship over her affairs.

At the end of 1992, Stacy told his mother he was no longer interested in planting and cultivating a tract of farm land she owned. After contacting various neighbors about leasing the land, Margie discussed a leasing arrangement with Jim Madsen, her nephew. When Jim balked at some of the terms of the lease, Margie offered to sell the land to him.

Serena learned of the proposed sale on March 1, 1993, and immediately contacted Stacy and Margie. She told them Margie would be better off leasing the land, but that she and her husband would be interested in matching or bettering Jim’s offer if Margie insisted on selling. When Serena and her husband, Ross, arrived at Margie’s home to discuss the sale, an argument ensued between Ross and Stacy. Margie asked Serena and Ross to leave. When they refused, she called the sheriff. Ultimately, Ross and Stacy stopped arguing and the sheriff was told not to come to the house. According to testimony, Ross and Serena left Margie’s home on an amicable note and the issue of the sale or lease of the farm land was left undecided.

The next day, March 2, 1993, Margie contacted her attorney’s office about changing her existing will, dated May 16, 1991. (The 1991 will distributed her property equally among her three living children.) Margie indicated she wanted to disinherit her two daughters and leave all her property to Stacy. The following day, Stacy drove his mother to her attorney’s office in Rapid City, South Dakota. Margie and her son met with her attorney Jon LaFleur. He gave Margie [891]*891a draft will which incorporated the changes she had requested. Margie read the draft, and Stacy also read all or part of it.

Once Margie had read the will, LaFleur asked to speak to her alone. After Stacy left the room, LaFleur asked Margie whether she was certain she wanted to leave all her property to Stacy. According to LaFleur, Margie expressed no hesitations about disinheriting her daughters and giving all her property to her son. She told him that her daughters were living comfortably and that she wanted Stacy to have the ranch. Margie then spoke to one of LaFleur’s partners. She described the nature of her estate and her desire to leave all of her property to her son Stacy. She again explained that she believed her daughters were financially comfortable and that she wanted her son to own the ranch. She did not indicate any disaffection or animosity toward her daughters. Margie made an appointment to execute the will the following day.

The next day, Stacy drove Margie to a previously scheduled appointment with her psychiatrist. Margie obtained a note from him which read, “There is no reason that Margie Madsen cannot do business or make decisions for herself at this time. Thank you.” Then Stacy and Margie proceeded to LaFleur’s law offices. Stacy remained in the waiting room while LaFleur spoke to Margie alone in his office. She reviewed the will and told LaFleur it was the way she wanted it. She then executed the will in the presence of witnesses. Stacy remained in the waiting room and did not participate in the execution of the will.

On March 12, 1993, Margie and Stacy returned to LaFleur’s office. They asked La-Fleur’s partner to draft an agreement which would allow Stacy to lease most of Margie’s farm and ranch land until her death. The agreement was not drafted, because the attorney required additional information on the land. Margie died seven days later, on March 19, 1993.

On April 8, 1993, Stacy, the named executor, filed a petition for probate of the March 4, 1993, will. Serena and Gloria filed a timely opposition to the petition for probate. They alleged the will was the product of Stacy’s undue influence over Margie.1 After a three-day trial, the trial court entered an order denying the contestants’ objections and admitting the will to probate. Serena and Gloria appeal.

DECISION

The sole issue on appeal is whether Margie’s will of March 4, 1993, was the product of undue influence exerted by her son Stacy. The trial court found no undue influence.

The question of undue influence is an issue of fact to be determined by the trial court. SDCL 30-6-18(2), repealed 1995 5.D.Sess.L. ch. 167, § 149.2 Our standard of review in such cases is well-settled:

In reviewing this matter, we must give due regard to the opportunity of the trial court to judge the credibility of the witnesses. The findings of fact of the trial court shall not be set aside unless they are clearly erroneous. In addition, we must review the facts in the light most favorable to the findings of the trial court and all conflicts in the evidence must be resolved in its favor.

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Matter of Estate of Madsen
535 N.W.2d 888 (South Dakota Supreme Court, 1995)

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Bluebook (online)
535 N.W.2d 888, 1995 S.D. LEXIS 101, 1995 WL 488355, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-estate-of-madsen-sd-1995.