Mazanec v. Huna

283 N.W. 745, 204 Minn. 406, 1939 Minn. LEXIS 579
CourtSupreme Court of Minnesota
DecidedFebruary 3, 1939
DocketNos. 31,932, 31,933
StatusPublished
Cited by1 cases

This text of 283 N.W. 745 (Mazanec v. Huna) 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
Mazanec v. Huna, 283 N.W. 745, 204 Minn. 406, 1939 Minn. LEXIS 579 (Mich. 1939).

Opinion

Gallagher, Chief Justice.

Appeals from two judgments involving a will contest. They were consolidated for hearing in this court.

Anna Mazanec, a resident of Ramsey county, died on March 80, 1937, leaving a will dated March 8, 1937. She was survived by six children. By the terms of this will she gave to a son, Jerome, with whom she lived at the time of her death and for some years prior thereto, her home, a vacant lot adjoining it, and $400; to her son Jocelyn, $400; to her daughter Della Huna, $5; to her son Otto, $225; to her daughter Camilla Cournoyer, $5; and to her daughter Lillian Zenker, all of the rest of her property, real and personal. Jocelyn, who looked after decedent’s business affairs since her husband’s death about ten years before, was named as executor.

Decedent’s estate consisted of approximately $4,700 in cash, the house and lot worth about $3,000, and an adjoining lot worth about $400. The real estate stood in decedent’s name prior to her husband’s death. The personal property was decreed to decedent and the children in the course of administration of the husband’s estate. The children’s share was later transferred to the mother. Reference to this transfer will hereinafter be made.

Shortly after decedent’s death Jocelyn petitioned the probate court of Ramsey county for probate of the will. Attached to his petition was a declination to act as executor and a request that the probate court appoint an administrator c. t. a. Della and Otto in due time filed written objections to the allowance of the will, claiming (1) that it was not properly executed; (2) that decedent was not of sound mind at the time of the execution; and (3) that undue influence was exercised over her by Jerome, Jocelyn, Lillian, and Gustave F. Zenker, husband of Lillian.

The probate court found that the will was executed according to law by the decedent, who was then of sound mind and under no [408]*408restraint. Separate appeals to district court were taken by Della and Otto. Camilla joined in Otto’s appeal, and the two appeals were consolidated for trial in that court and. proper issues were framed.

The district court found against contestants on three points, and, apparently under the mistaken assumption that the parties had consented to litigate the issue, found that part of the personal property held by decedent at her death was impressed with a trust and that a transfer of Northern States Power Company stock to the son Jocelyn during decedent’s lifetime was void and ineffective.

It appears that the stock in question was decreed to decedent and the children about ten years before her death in the administration of her husband’s estate. The court found that on the day of the making of the final decree respecting that estate, Jocelyn and his then attorney, Ferdinand Barta, induced the other five children to authorize payment of their respective shares in said estate to their mother upon a promise made by Jocelyn and Barta, as her agent and attorney, that said property would be held in trust and returned to them at the mother’s death unless necessarily used for her maintenance and support and that the income from the property assigned was sufficient to provide for the mother during her lifetime; that she, in violation of the terms of the agreement, had transferred, during her lifetime, a part of the property consisting of certain shares of Northern States Power Company stock to her son Jocelyn.

• The district court first affirmed the order of the probate court admitting the will to probate; found that the children, jwere entitled to equal shares of the property held in trust; and directed the administrator c. t. a,, to demand a return of the stock assigned to Jocelyn and to institute proceedings for its recovery if delivery was refused.

Motions for amended findings or a new trial were made by proponents and contestants. The result was an order (1) striking out that part of the original findings to the effect that no undue influence was exercised and substituting a finding that the will was executed because of the undue influence exercised by proponents [409]*409and (2) striking out the findings and conclusions directing a return of the so-called trust funds to the children. The trial court then held the will to be invalid because of undue influence exercised over decedent by proponents and reversed the order of the probate court admitting it to probate. Separate judgments followed, from which these appeals were taken.

In our opinion the case presents only one question: “Is there sufficient evidence to sustain the court’s finding of undue influence?” The answer to thát question is determinative of the issue raised by the appeal. To reach it we must examine the record.

Decedent at the time of her death was 82 years of age. She was afflicted with a goiter and under medical care. Since her husband’s death in 1927, the son Jerome, who was unmarried and in poor health, lived with his mother in her home. He was not able to accept outside employment but assisted the mother with the household work. The other children were all married and lived in St. Paul. Lillian, who was the last to marry, did the washing, ironing, and cleaning at her mother’s home for about 17 years prior to the latter’s death and was a frequent visitor at the home. The other children called from time to time, and some of them rendered some assistance to the mother. Jocelyn looked after her meager business affairs.

Aside from a controversy between Lillian Zenker and Della Huna which occurred at the decedent’s home some months before her death, the record does not disclose any particular ill will that existed between the members of the family. It does disclose a degree of laxity on the part of some of the children in visiting their mother.

On March 6, 1937, the husband of Lillian Zenker called at the office of Doyle & Allard, attorneys, and advised them that Mrs. Mazanec wanted to make a will. The attorneys called at decedent’s home that day and prepared a will. Mr. Allard testified that Jerome and Lillian were in the room when the terms of the will were being discussed but did not participate in the discussion. He also testified that decedent stated that Lillian had taken care of [410]*410her and that Jerome had lived with her and that she wanted to give him the home.

Two days later Jocelyn Mazanec called at the attorneys’ office and stated that his mother wanted to make some changes in the will. That afternoon attorneys Doyle and Allard again went to the Mazanec home. She stated that since making the will two days before she learned that she had $4,700 in the bank instead of $3,700 which she thought she had at the time it was drafted. She told Mr. Allard that she wanted to divide her property fairly evenly between her children Jerome, Jocelyn, and Lillian, and then directed the making of a new will embodying the terms of the old one with the exception that Jerome was given an additional $400 in cash; Jocelyn an additional $350, and Otto an additional $215. Mr. Allard called testator’s attention to the fact that Jocelyn was getting only $400, whereupon she informed him that she had already transferred to Jocelyn certain shares of Northern States Power stock. At Allard’s suggestion the old will was destroyed.

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Related

In Re Estate of Mazanec
283 N.W. 745 (Supreme Court of Minnesota, 1939)

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Bluebook (online)
283 N.W. 745, 204 Minn. 406, 1939 Minn. LEXIS 579, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mazanec-v-huna-minn-1939.