Rahr v. East Wisconsin Trustee Co.

277 N.W.2d 143, 88 Wis. 2d 199, 1979 Wisc. LEXIS 1892
CourtWisconsin Supreme Court
DecidedMarch 27, 1979
Docket76-268
StatusPublished
Cited by6 cases

This text of 277 N.W.2d 143 (Rahr v. East Wisconsin Trustee Co.) 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
Rahr v. East Wisconsin Trustee Co., 277 N.W.2d 143, 88 Wis. 2d 199, 1979 Wisc. LEXIS 1892 (Wis. 1979).

Opinion

BEILFUSS, C. J.

The challenge to the order admitting the will and the codicils to probate is primarily upon the grounds (1) that the testatrix lacked sufficient mental capacity to make a will, and (2) that the will and the codicils were the product of undue influence.

The objectors to the will and codicils were Eileen Rahr, widow of decedent’s nephew Paul, and Pauline Marie Rahr, grandniece of the testatrix and principal surviving beneficiary under an earlier will dated August 18, 1969.

Blanche Fechter, the testatrix, died on February 10, 1976, at the age of eighty-eight years, possessing an estate worth in excess of $275,000. A long-time resident of the City of Manitowoc, she had been a member of the First Presbyterian Church there since 1952 and active in its Ladies’ Society, although not a regular churchgoer. She was meticulous about her personal appearance and was described by those who knew her as a perfect lady, very well dressed even in her later years. Up to the time of the execution of the instruments and until she became a resident of the Park Lawn Nursing Home in late 1974 — except for two brief periods of hospitalization — she lived alone and managed to care for her own needs in the ordinary manner.

Blanche Fechter’s closest relative until his death on November 28, 1972, was her nephew Paul Rahr. For the first five or six years after his marriage, Paul and his wife Eileen lived in Manitowoc, part of that time in the same building as the decedent, and had daily contact with her. In 1963 or 1964, Paul Rahr moved his family to *206 Illinois. From then on Paul saw his aunt every month or every other month, and would stay with her on those occasions for days at a time. In addition, Miss Fechter traveled to Illinois about five times a year to spend holidays and birthdays with Paul and his family.

Some time in the early or mid 1960’s, Blanche Fechter gave her nephew Paul Rahr power of attorney over her affairs. The document was drafted by Attorney Paul Duback of Milwaukee, Wisconsin, whose wife was Paul Rahr’s first cousin. This same attorney also drafted a will for Blanche Fechter which was executed on August 18, 1969. Attorney Duback had done no other work for the decedent, nor had he ever done any legal work for Paul Rahr. Eileen Rahr testified that her husband had suggested the Milwaukee attorney to his aunt because she had not wanted an attorney in her own town to know her personal business.

The 1969 will gave cash bequests of $5,000 to the First Presbyterian Church and $5,000 to Florence Bel-gum, a lifelong friend. The testatrix’ personal and household goods were given to Paul Rahr. The residue of the estate was to be divided among her closest surviving relatives in the following manner: two-thirds to Paul Rahr (nephew), two-ninths to Pauline Marie Rahr (grandniece), two-twenty-sevenths to Dorothy Ann Ivins (grandniece), and one-twenty-seventh to Virginia Rahr Merritt (grandniece). In the event that Paul Rahr failed to survive his aunt, the personal effects and household furnishings were to be distributed to his widow Eileen Rahr, and his two-thirds share of the residue was to be given to his daughter Pauline Marie Rahr. Attorney Du-back testified that when the will was drawn in 1969, Blanche Fechter knew Paul Rahr had a serious health condition and took some pains to decide what would happen should Paul predecease her.

On November 28, 1972, Paul Rahr, the principal beneficiary under the 1969 will, died. On the following *207 day, Rev. Gervase Zanotti of the First Presbyterian Church visited Blanche Fechter in her home and told her of Paul’s death. During the visit he made arrangements with Miss Fechter to take her to Paul’s funeral in Illinois. Prior to this visit Rev. Zanotti had never been to Blanche Fechter’s house or treated her in any way different from his other parishioners.

Two incidents, dealt with at some length in the trial court, occurred between the funeral and the writing of the second will. Shortly after returning from Illinois, Rev. Zanotti telephoned Eileen Rahr, told her that Blanche Fechter’s checkbook was missing and asked if she had taken it. The Reverend testified that Miss Fechter was the one who thought Paul’s widow might have taken it. The whereabouts of the checkbook was never resolved.

Also in the beginning of December, 1972, Blanche Fechter received a letter from Paul’s widow. The letter, which included four dividend checks from Miss Fechter’s investments, contained the following passage:

“I hope to get up to Manitowoc in the next week with Paul Duback from Milwaukee your attorney and will work something out for you.”

Leslie Valleskey, the attorney who drafted the 1972 will and later codicils, testified Miss Fechter understood the letter to mean that Mr. Duback was coming to write another will for her. She was very disturbed about that. Valleskey testified that but for the letter she probably would not have come to him so soon or written the second will.

Valleskey’s first contact with Blanche Fechter was on December 6, 1972, when she telephoned him about drafting a new will. Valleskey testified Miss Fechter said she was referred to him by Florence Belgum for whom he had previously drafted a will. The decedent came into Valleskey’s office for an interview on Decern- *208 ber 8, 1972. On the basis of information gained during the meeting which lasted about one hour, Valleskey drafted the will which was executed at Valleskey’s office on December 12,1972.

The 1972 will differed substantially from the 1969 will in its provisions. It gave the following cash bequests: $1,000 to the City of Manitowoc, $85,000 to Eileen Rahr (widow of Paul), $25,000 to Virginia Rahr Merritt (grandniece), $25,000 to the children of Dorothy Ann Ivins (deceased grandniece), $5,000 to each of seven friends, $10,000 to another friend, $10,000 to Reverend Zanotti, and $90,000 to Pauline Marie Rahr in trust. The testatrix’ personal effects were to be given to the Ladies’ Society of the First Presbyterian Church. The residue was to be divided, one-half to go to the First Presbyterian Church and one-half to Memorial Hospital of Manitowoc. In addition, the will appointed Rev. Zanotti personal representative and, jointly with East Wisconsin Trustee Company, trustee of the will.

Two days later, Rev. Zanotti was given a broad power of attorney over Blanche Fechter’s personal affairs in a separate document also drafted by Attorney Valleskey. Rev. Zanotti testified he performed the following services for her:

“Such things as taking her to the dentist, taking her to the bank, taking her to her safety deposit box, taking her to the eye doctor, the ear doctor, the grocery store, going shopping. . . Wrote a lot of letters for her, helped her with her hospitalization policies, opened mail, helped her pay bills, take her to the drug store, wrote letters to all the transfer agents for her stocks, took her to the post office, sent out stocks that were called in, helped with repairs around the apartment. That’s enough for a start.”

Blanche Fechter was hospitalized for a period of one week from January 24 to January 31, 1973 at Memorial Hospital in Manitowoc. The diagnosis recorded by Dr.

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Cite This Page — Counsel Stack

Bluebook (online)
277 N.W.2d 143, 88 Wis. 2d 199, 1979 Wisc. LEXIS 1892, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rahr-v-east-wisconsin-trustee-co-wis-1979.