Moran v. Cook

Wisconsin Supreme Court

Moran v. Cook

193 N.W. 1000, 181 Wis. 16, 1923 Wisc. LEXIS 187

CourtWisconsin Supreme Court

DecidedJune 5, 1923

StatusPublished

Cited by8 cases

This text of 193 N.W. 1000 (Moran v. Cook) is published on Counsel Stack Legal Research, covering Wisconsin Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook

Moran v. Cook, 193 N.W. 1000, 181 Wis. 16, 1923 Wisc. LEXIS 187 (Wis. 1923).

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Opinion

Owen, J.

The probate of the will of Wenzel Novak was contested by appellant and other heirs upon two grounds.: (a) that it was not shown to be the will of Wenzel Novak, and (b) that it was the result of undue influence. The will bequeathed $3,000 to each of four children, $100 to a grandson, and $100 to appellant, a daughter of the testator. All the remainder of his estate was given to John N. Cook and Ferdinand, Novak, in trust, the income thereof to go to his wife during her life, and after her death the corpus of the trust estate to go to his sons Ferdinand and Frederick. The testator was a Bohemian, understood the English language very imperfectly and could .read it not at all. The will was interpreted to him by John N. Cook, one of the trustees mentioned. Upon the probate proceedings Cook was sworn as a witness and testified that he torrectly interpreted the terms of the will to the testator.

It is claimed that Cook was incompetent to testify because he was designated as a trustee in the will. Unless Cook’s testimoiry was competent the proof does not show that the will was in fact that of the testator. Goerke v. Goerke, 80 Wis. 516, 50 N. W. 345. Sec. 4069, Stats., provides that no person in his own behalf or interest shall be examined as a witness in respect to any transaction or communication by him personally with a deceased person. Can Cook’s testimony be said to have been in his own behalf or interest? In Anderson v. Laugen, 122 Wis. 57, 99 N. W. 437, it was held that one named as executor in a will did not have such an interest in the probate thereof as to render him incompetent to testify, to conversations with the deceased, in the probate proceedings. The same conclusion was reached in Geraghty v. Kilroy, 103 Minn. 286, 114 N. W. 838, and in Burmeister v. Gust, 117 Minn. 247, 135 N. W. 980. The [18]*18question of whether one who has been appointed executor may testify to conversations with his testator in an action brought against the estate was presented but not decided in Will of Klehr, 147 Wis. 653, 133 N. W. 1105, but this in no sense questions the ruling in the Anderson Case, as the difference between the two situations is apparent. It must therefore be considered as settled that one who is named as executor in a will is competent to' testify, under the provisions of sec. 4069, in proceedings for the probate of the will. The test to be applied in all such cases is very much the same as the test applied at common law, where one interested in the outcome of a case was held incompetent to testify as a witness. 1 Greenleaf, Evidence, § 390, states that “the true test of the interest of a witness is that he will either gain or lose by the direct legal operation and effect of the judgment, or that the record will be legal evidence for or against him in some other action. It.must be a present, certain, and vested interest, and not an interest uncertain, remote, or contingent.” We cannot see that a trustee has any greater interest than has an executor in the outcome of proceedings for the probate of a will. He takes nothing under the will, and he will neither gain nor. lose by the result of the proceedings, any more than an executor. Any compensation that may accrue to him will not come as a gift but as a quid pro quo for services rendered. Tie is nominated as a part of the machinery by which the will of the testator is carried into effect, and he is compensated merely for services rendered should his nomination be ratified by the court. This was not such an interest as disqualified a witness at common law, and we do not think it constitutes an interest within the meaning of sec. 4069 where the trust is not coupled with á beneficial interest. We therefore hold that the testimony of the witness Cook was competent and that the execution and publication of the will was duly proved.

It is not necessary to set forth the evidence relied upon to prove that the will was the result of undue influence. The [19]*19factors necessary to constitute undue influence are well understood and their restatement would be a superfluity. It is sufficient to say that we have examined the evidence and are unable to say that it fairly preponderates against the finding of the county court.

By the Court. — Judgment affirmed.

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Owen, J.

The probate of the will of Wenzel Novak was contested by appellant and other heirs upon two grounds.: (a) that it was not shown to be the will of Wenzel Novak, and (b) that it was the result of undue influence. The will bequeathed $3,000 to each of four children, $100 to a grandson, and $100 to appellant, a daughter of the testator. All the remainder of his estate was given to John N. Cook and Ferdinand, Novak, in trust, the income thereof to go to his wife during her life, and after her death the corpus of the trust estate to go to his sons Ferdinand and Frederick. The testator was a Bohemian, understood the English language very imperfectly and could .read it not at all. The will was interpreted to him by John N. Cook, one of the trustees mentioned. Upon the probate proceedings Cook was sworn as a witness and testified that he torrectly interpreted the terms of the will to the testator.

It is claimed that Cook was incompetent to testify because he was designated as a trustee in the will. Unless Cook’s testimoiry was competent the proof does not show that the will was in fact that of the testator. Goerke v. Goerke, 80 Wis. 516, 50 N. W. 345. Sec. 4069, Stats., provides that no person in his own behalf or interest shall be examined as a witness in respect to any transaction or communication by him personally with a deceased person. Can Cook’s testimony be said to have been in his own behalf or interest? In Anderson v. Laugen, 122 Wis. 57, 99 N. W. 437, it was held that one named as executor in a will did not have such an interest in the probate thereof as to render him incompetent to testify, to conversations with the deceased, in the probate proceedings. The same conclusion was reached in Geraghty v. Kilroy, 103 Minn. 286, 114 N. W. 838, and in Burmeister v. Gust, 117 Minn. 247, 135 N. W. 980. The [18]*18question of whether one who has been appointed executor may testify to conversations with his testator in an action brought against the estate was presented but not decided in Will of Klehr, 147 Wis. 653, 133 N. W. 1105, but this in no sense questions the ruling in the Anderson Case, as the difference between the two situations is apparent. It must therefore be considered as settled that one who is named as executor in a will is competent to' testify, under the provisions of sec. 4069, in proceedings for the probate of the will. The test to be applied in all such cases is very much the same as the test applied at common law, where one interested in the outcome of a case was held incompetent to testify as a witness. 1 Greenleaf, Evidence, § 390, states that “the true test of the interest of a witness is that he will either gain or lose by the direct legal operation and effect of the judgment, or that the record will be legal evidence for or against him in some other action. It.must be a present, certain, and vested interest, and not an interest uncertain, remote, or contingent.” We cannot see that a trustee has any greater interest than has an executor in the outcome of proceedings for the probate of a will. He takes nothing under the will, and he will neither gain nor. lose by the result of the proceedings, any more than an executor. Any compensation that may accrue to him will not come as a gift but as a quid pro quo for services rendered. Tie is nominated as a part of the machinery by which the will of the testator is carried into effect, and he is compensated merely for services rendered should his nomination be ratified by the court. This was not such an interest as disqualified a witness at common law, and we do not think it constitutes an interest within the meaning of sec. 4069 where the trust is not coupled with á beneficial interest. We therefore hold that the testimony of the witness Cook was competent and that the execution and publication of the will was duly proved.

It is not necessary to set forth the evidence relied upon to prove that the will was the result of undue influence. The [19]*19factors necessary to constitute undue influence are well understood and their restatement would be a superfluity. It is sufficient to say that we have examined the evidence and are unable to say that it fairly preponderates against the finding of the county court.

By the Court. — Judgment affirmed.

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193 N.W. 1000, 181 Wis. 16, 1923 Wisc. LEXIS 187, Counsel Stack Legal Research, https://law.counselstack.com/opinion/moran-v-cook-wis-1923.

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