Nerheim v. Nielson

169 Wash. 637
CourtWashington Supreme Court
DecidedOctober 3, 1932
DocketNo. 23551
StatusPublished

This text of 169 Wash. 637 (Nerheim v. Nielson) is published on Counsel Stack Legal Research, covering Washington Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Nerheim v. Nielson, 169 Wash. 637 (Wash. 1932).

Opinions

Beals, J.

The superior court for Snohomish county having admitted to probate as the last will and testament of Louise Hanson (who died October 22, 1930, aged seventy-five years) a document of a testamentary nature, bearing date July 21, 1930, Peter Nerheim, a nephew of Mrs. Hanson, and the Norwegian Synod of the American Evangelical Lutheran Church (which will hereinafter be referred to as the Synod) instituted a contest, attacking the will on the grounds of mental [638]*638incapacity of the testatrix and undue influence. The contest was resisted by Johanna Marie Overaa Niel-son, named in the will as executrix, who, with her two children, are residuary legatees thereunder. From a decree dismissing the contest and sustaining the will, Mr. Nerheim and the Synod appeal.

The following facts clearly appear from the record: Louise Hanson, the testatrix, was left a widow during the year 1918, at which time she had two sons, Herman and Carl. Herman died in 1922, and Carl in 1926, neither boy leaving widow or child. Mrs. Hanson was the owner of a valuable dairy ranch in Snohomish county worth approximately forty thousand dollars, and she also owned personal property of considerable value, including a five thousand dollar note and mortgage which she inherited from her son Carl.

Johanna Marie Overaa, a daughter of Mrs. Hanson’s sister, during the year 1909 came from Norway to visit Mrs. Hanson. She remained in this country approximately five years, when she returned to her home in Norway. During the year 1925, and prior to the death of Mrs. Hanson’s son Carl, Johanna returned to this country (Mrs. Hanson furnishing her transportation) and took up her residence with her aunt. After Carl’s death, Mrs. Hanson continued the employment of one Adolph Nielson (who had been engaged by Carl) to assist in the care of the stock, and March 4, 1927, much against Mrs. Hanson’s wishes and under circumstances extremely distasteful to her, Johanna Overaa and Nielson were married.

Mr. J. P. Wall, who for some years represented Mrs. Hanson as her attorney, testified that, after the death of her son Carl, to whom Mrs. Hanson had willed practically all of her estate, Mrs. Hanson executed a new will, naming Johanna as her principal beneficiary. In January, 1927, when Mrs. Hanson learned of the con[639]*639templated marriage of Johanna and Nielson, she executed a new will, bequeathing to Johanna three thousand dollars only, to her sister, Olave Overaa, five thousand dollars, and naming the Synod as her residuary legatee. Mr. Wall testified that Mrs. Hanson then stated that she disapproved of her niece’s marriage. The will last mentioned and the wills hereinafter referred to were introduced as exhibits in the case, and are before us. Dr. W. T. Christensen, a friend upon whom Mrs. Hanson relied for counsel and advice, was named as executor of this will.

Sometime during the year 1927, Mrs. Hanson apparently became dissatisfied with Mr. Wall because of the friendship existing between him and the Nielsons, and Mrs. Hanson thereafter employed A. S. Ryland, an attorney residing in the city of Seattle, as her counsel. September 16, 1927, Mr. Ryland, at Mrs. Hanson’s request, prepared for her another will, in terms very similar to the will just referred to, save that Mrs. Hanson added a bequest to her cousin, Ellen Stavdahl, in the sum of five hundred dollars.

March 28, 1928, Mrs. Hanson executed another will, prepared by Mr. Ryland, in which the bequest to Johanna was reduced from three thousand dollars to five hundred dollars, and that to her sister, Olave, from five thousand dollars to two thousand dollars. Some other changes were made, including a new devise in the sum of two thousand dollars to her brother, the father of Peter Nerheim. A son born to Johanna received a bequest of five hundred dollars.

After their marriage, the Nielsons continued to live on the Hanson property, residing in a small house some fifty feet distant from that occupied by Mrs. Hanson. They worked on the place under an agreement which was to expire during the year 1929. In 1928, Mrs. Hanson, being dissatisfied with the Nielsons [640]*640and desiring their removal from her property, entered into an agreement with one Virgil Dawley, a neighbor, whereby she leased her property to Mr. Dawley, and under this agreement the lessee took possession during the month of March, 1929; whereupon Mr. and Mrs. Nielson removed from the Hanson property.

March 2, 1929, Mrs. Hanson made a new will, containing no bequest to Johanna, although she continued the five hundred dollar bequest to Johanna’s child. In this will, Mrs. Hanson’s nephew, Peter Nerheim, was bequeathed five hundred dollars. The testatrix also established a trust fund of five hundred dollars to secure the care of her cemetery lot. She continued the Synod as her residuary legatee, and named Dr. Christensen as her executor.

During the year 1928, Mr. and Mrs. Rygg, who were neighbors and friends of Mrs. Hanson, left their farm, which was near the Hanson place, and moved to Stan-wood. Mrs. Hanson, at her own desire, lived with them for a short period. For about nine months prior to this, Miss Ida Rygg had, at Mrs. Hanson’s request, passed almost every night at Mrs. Hanson’s home, the latter not wishing to be alone in her house. During this period of time, Mrs. Hanson’s anger at the Niel-sons is very apparent.

During the summer of 1928, Mrs. Hanson attended a conference of the branch of the Norwegian Lutheran Church to which she belonged, held at Mankato, Minnesota, where, apparently with her consent, a public declaration was made of her intention, as expressed in her will then in force, to make the Synod representing that church the chief beneficiary under her will. Upon her return to the state of Washington, and apparently in order to live near the only church pertaining to that particular branch of the Lutheran faith to which she subscribed, Mrs. Hanson took.up her residence in the [641]*641town of Parkland, near Tacoma, where she purchased a home.

During the fall of 1929, Mrs. Hanson was stricken with pneumonia and later suffered severely from erysipelas. Until her. death, approximately ten months later, Mrs. Hanson was extremely feeble, her mental and physical powers failed, and during much of the time she required the constant attendance of a nurse.

It does not appear that Mrs. Hanson and her niece, Johanna'Nielson, saw each other from the time Mrs. Hanson left her ranch until sometime early in December, 1929, when Mrs. Nielson, having been informed of Mrs. Hanson’s illness, went to Parkland and spent a few days with her aunt. Shortly after this visit, December 7, 1929, Mrs. Hanson executed a codicil to her will, bequeathing to Johanna the' sum of five hundred dollars. This codicil Mrs. Hanson signed by making her mark thereon.

During the period of her sickness in Parkland, Mrs. Hanson’s nephew, Peter Nerheim, and his family visited her frequently, and saw to it that she was properly cared for. It clearly appears that Mrs. Ner-heim, for a considerable period of time, assisted Mrs. Hanson’s nurses in caring for her, and was frequently in attendance.

January 29, 1930, Mrs. Hanson executed another codicil to her will, bequeathing to Mrs. Peter Nerheim her personal effects, and devising her home in Parkland, which adjoined the lands of the Parkland church, to that institution. This codicil Mrs. Hanson also signed by mark, the same by its form indicating increasing bodily weakness.

During this time, Mrs.

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