Peterson v. Imbsen

194 N.W. 842, 46 S.D. 540, 1923 S.D. LEXIS 76
CourtSouth Dakota Supreme Court
DecidedJuly 19, 1923
DocketFile No. 5092
StatusPublished
Cited by33 cases

This text of 194 N.W. 842 (Peterson v. Imbsen) 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
Peterson v. Imbsen, 194 N.W. 842, 46 S.D. 540, 1923 S.D. LEXIS 76 (S.D. 1923).

Opinion

POLLEY, J.

This appeal grows out of the contest of the last will and testament of one Enger Margrete Engelsen. The grounds on which the will is contested are mental incapacity to make a will and undue influence exercised1 over the testatrix by the beneficiaries named in the will. Judgment was for the contestant, and the proponents of the will appeal to' this court.

The testatrix was a Norwegian by birth, and at the time of the execution of the will was 71 years of age. She had been twice married, but had never had any children, and at the time of making the will on December 8, 1914, her second husband had been dead something over four years. She came from Wisconsin to McCook county with her first husband some 40 years ago and [542]*542settled on a quarter section of. land on which she continued to live, until the time of her death in 1918, and it is this sam'e quarter section, of land that is the bond of contention in this case. The beneficiaries, the defendants and appellants herein, are husband and wife, and the defendant Jacob Imbsen is a nephew of decedent’s first husband. Decedent and defendants lived on neighboring farms all of the time since about 1883, until decedent’s death in 1918, and during all that time were on very friendly and intimate terms.

The testator left as her sole heirs at law a brother, since deceased, and a sister, living in Norway, and who is the contestant herein. During her residence in MtíCook county, decedent had in her household a boy known as Ennis Engelsen and a girl now known as Clara Moore, whom decedent reared from infancy.

The girl married when she was 16 years old and left home and never after appears to have given the testatrix any consideration Whatever. The boy, Ennis, married when about 22 years old, and thereafter appears to have taken no interest in the welfare of the testatrix.

The will in question was executed Under the following circumstances : Early in December, 1914, testatrix suffered a severe personal injury on her said farm.. Ennis Engelsen, who, with his wife, was then living on decedent’s farm, immediately notified the; defendants of said injury. . They at once went to decedent and took her to their home, where they called a physician and cared for her as best they could until she wlas sufficiently recovered to return to her own home. Two days after decedent was taken to defendant’s home, defendant Jacob Imbsen called at the office of a lawyer in Salem and told him that decedent wished him to come out to defendant’s place and draw a will for her, but no suggestions were made by defendant as to the disposition that was to be made of the property. The lawyer told defendant to go home and find out what disposition decedent wished to make of her property and come back and tell him how the property was to be disposed of, and that he would then draw' the will accordingly and take it out and let the téstatrix execute it. Defendant did as directed and about the second day thereafter, returned and told the said lawyer how the testatrix wished to dispose of her property. The lawyer thereupon drew, the will as directed and took it out to [543]*543defendant’s borne, where it was read over and explained to testatrix and by her signedl in the presence of three competent witnesses.

It is not contended that the will was not executed with due formality or that it was not in all respects legally executed. But contestant claims that the circumstances were such as to show that defendants exercised undue influence over the decedent and induced her to make a will by which all her property was left to them. This contention is not supported by the evidence. It is true decedent was in defendant’s house. She was badly injured; she áppears to have entertained some doubt as to whether she would recover from her injuries, and was wholly. dependent on defendants for care and attention during her helplessness. It is also true that for some considerable time prior to the injury -defendant Imbsen bad been looking after decedent’s business and exercising- general supervision over her farm. But there is no evidence whatever that defendants ever took advantage of their opportunity or in any manner tried to influence decedent in the disposition- of her property or asked her to make a will or to leave her property to them. No doubt she felt very grateful to them for their kindness to her in her hour of trouble.

[i, 2] The burden of proving undue influence is on the contestant. Johnson v. Shaver, 41 S. D. 585, 172 N. W. 676. But opportunity alone is not sufficient to warrant an inference of undue influence. Gillette v. McLaughlin, 44 S. D. 499, 184 N. W. 277.

[3] Upon the question of testamentary capacity of the testatrix, we are satisfied that the findings of the trial court are contrary to the clear preponderance of the evidence. The evidence on this question is very voluminous, and space forbids a review of it in its entirety. The general character and force of this evidence may be shown by the testimony of any one of several witnesses. G. P. Winberg, a witness for contestant, testified on cross-examination as follows:

“In the fall of 1914 we took over one of our corn pickers to sell. I bought two cows at one time after her first husband’s dleath. She was as bright as the average woman. Her second husband died in 1910. -At the sale in 1914 the property all went for a fair price. She visited at my place about once a week or [544]*544once a month all the time I knew her. I first noticed a change in her mental ability after Mr. Engelsen died. The queer thing that I saw her do was that she was not doing the business and she let Ennis do the business. She wanted to allow him to do it, and he bought a lot of stuff he could not pay for 'and went into debt too much, but I did not consider that evidence of insanity. 'She always knew me andl my family and always kept clean about her person, and she kept her house clean up until the time of her last sickness. She knew all the neighbors when she saw them. She knew the cows she was milking, and she made •butter and marketed it. She 'did not make any after 1914. She knew the different crops she was raising. And she always knew her own place. She came over to our house without assistance. She knew' wiho Clara was and who Ennis was all the time, and she knew they were a 'boy and a girl she had raised and she knew which church she wanted to go to, and I think if she sold me anything she would know enough to count the money and get it right, and if she 'bought anything she would' pay for it. I never saw a Norwegian paper at her place, but she talked as if she had been reading something. I think if she owed me something she would have known enough and would have been honest enough to have paid me, and if I owed her something she would know enough to want me to pay it back. I think as long as I knew her she knew who her relatives were and realized where she was born and all those things. ’ I noticed when I talked with her that she was not a good business person. The strangest thing I noticed was the fact that she let Ennis run the place too much. She was a saving woman. I would not have hesitated tO' buy corn, hay, or calves or anything else I wanted from1 her in the fall of 1914. I heard1 of her getting hurt shortly after she got hurt. I did not go over to see her. I know she went up to Jacob Imbsen’s. I was still friendly, though. After Ennis left she had one small room in the house.' When I said Jacob Imbsen told me to go over and take care of the crops I told Jacob to take care of her share, and he told me to, and I looked after it.

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Bluebook (online)
194 N.W. 842, 46 S.D. 540, 1923 S.D. LEXIS 76, Counsel Stack Legal Research, https://law.counselstack.com/opinion/peterson-v-imbsen-sd-1923.