Rosenbaum v. Cahn

351 S.W.2d 857, 234 Ark. 290, 1961 Ark. LEXIS 574
CourtSupreme Court of Arkansas
DecidedDecember 11, 1961
Docket5-2538
StatusPublished
Cited by5 cases

This text of 351 S.W.2d 857 (Rosenbaum v. Cahn) is published on Counsel Stack Legal Research, covering Supreme Court of Arkansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Rosenbaum v. Cahn, 351 S.W.2d 857, 234 Ark. 290, 1961 Ark. LEXIS 574 (Ark. 1961).

Opinion

Carleton Harris, Chief Justice.

This is a will contest. Carrye Rosenbaum Burgauer, age 79, died on September 18, 1959, exactly four months and one day after the death of her husband, David Burgauer, leaving a will naming her sister, Mrs. Ruth Cahn, and her nephew, A. L. Cahn (son of Ruth Cahn), as principal beneficiaries. The Burgauers were childless. A petition contesting the will was filed by Willard L. Rosenbaum, S. A. Rosenbaum, and Mrs. Pauline R. Korman. Willard Rosenbaum was a brother of Mrs. Burgauer, and S. A. Rosenbaum and Mrs. Korman are the children of a brother who predeceased the testatrix. These appellants were left no property under the provisions of the will. 1 On hearing, the court dismissed with prejudice the petition and complaint contesting the probate of the will, and confirmed its order earlier entered, wherein the will of Mrs. Burgauer, dated July 18, 1959, was admitted to probate. From this judgment, appellants bring this appeal. For reversal, appellants rely upon two points, vis., “The trial court erred in ruling that the proffered will was not the product of undue influence”, and “The purported will was not attested by two or more credible, competent, and disinterested witnesses as required by law.”

This is quite an unusual case in one respect, in that it is contended that Mrs. Burgauer was subjected to undue influence from two different persons, though these people, as far as the proof relied upon by appellants is concerned, acted entirely independently of each other. They were not related, were not good friends, and had no apparent common interest. Appellants admit they are unable to establish any connection. The alleged users of undue influence are Marie Schnebelen, co-executor of the will, and a beneficiary to the extent of $1,000, and Mrs. Ruth Cahn, sister, and a principal beneficiary. Miss Schnebelen is trust officer of the Arkansas Trust Company, and had served as Mr. Burgauer’s personal secretary for thirty years. 2 She, of course, was well and favorably known to Mrs. Burgauer. Mr. Burgauer died on May 17, 1959, but his will was not read until June 6th. The will was read at his home, and as Mr. Cooper Land, attorney for the estate, and Miss Schnebelen left the home, the latter asked Mrs. Burgauer if she did not think she should execute a will. Approximately two weeks later, Mrs. Burgauer asked Miss Schnebelen to bring Mr. Land to the home the following day for discussion of terms of the will. At the time of that visit, Miss Schnebelen took notes on the information furnished, in the presence of Mr. Land, and she subsequently gave to the attorney a typewritten summary. A few days later, according to the testimony of Miss Schnebelen, Mrs. Burgauer phoned and stated she had additional data to be furnished the lawyer, and the witness noticed Mrs. Burgauer had not appointed an executor or an attorney, and asked if the latter desired to do so. The response was that Wootten, Land & Matthews, handling the estate of her deceased husband, should be named. The witness went to the Burgauer residence, and at that time, Mrs. Cahn, who had stayed with her sister since Mr. Burgauer’s death, was still in the home. Miss Schnebelen testified that she started reading the summary of bequests which Mrs. Burgauer had previously given her, and appellee got up to leave the room; when she read a bequest to Mrs. Cahn in the amount of $15,000, the testatrix directed that she make it $25,000, and she heard Mrs. Cahn give a sigh as she went out the door. 3 This is the only instance in regard to the will where Mrs. Cahn and Miss Schnebelen came into contact.

Appellants contend that Miss Schnebelen occupied a position of trust and confidence as the business ad-visor of Mrs. Burgauer; in other words, she stood in a fiduciary capacity, and under our holding in Orr v. Love, 225 Ark. 505, 283 S. W. 2nd 667, the burden of proof was upon the proponents to establish the validity of the proffered will; i.e., the instrument was executed voluntarily and free of undue influence. The language relied upon from that case is as follows:

“Where the beneficiary plans the will and causes it to be executed, the same rule applies as where he drew the will.”

Further:

“When a will is written or proved to be written by a person benefiting by it, or by one standing in the relation of attorney or counsel and is also benefited by it — these are circumstances to excite stricter scrutiny and require stricter proof of volution and agency.”

We do not agree that that case or language has any application herein. An examination of the case reflects many differences from the one at bar. For one thing, in the Orr case, Mrs. Love was one of the principal beneficiaries ; for another, the will was actually executed under the instructions of that beneficiary; for another, Mrs. Love was present when the will was executed; for another, the testatrix had previously made a will prepared by her own lawyer, but the will in question was prepared by the beneficiary’s lawyer. Numerous other examples could be given, but these will suffice to show the difference in the circumstances surrounding the making of the wills.

Appellants’ contention is based on the argument that Mrs. Burgauer had handled but few business matters, had reached an advanced age, was dependent for business advice, and was suffering at the time from extreme grief due to the passing of her husband. It is pointed out that the suggestion for a will was made by Miss Schenebelen, but, under the circumstances, we do not find this strange or unusual. Miss Schnebelen had, as previously stated, been closely associated with Mr. Burgauer during his lifetime for thirty years, and it would seem natural for one, whose daily business activities were connected with estates, to make such a suggestion to one who, according to appellants, was in need of business advice. Certainly, the suggestion of making a will is normally good advice. Appellants point out that the will named Miss Schnebelen as a specific legatee, but they emphasize the fact that she was named co-executor. From the brief:

“Examining the proof, it appears that Miss Schnebelen, with justification, anticipated a substantial executor’s fee. At the time the initial inventory of the estate was prepared and filed, it reflected as assets, in addition to the personal estate of Mrs. Bnrganer, which exceeded a quarter of a million dollars, the entire estate of David Burgauer on the theory that his property became a part of her estate by reason of the exercise of the power of appointment in her will. The inventory as thus filed, reflected an estate subject to the statutory executor’s fee well in excess of a million dollars. Simple arithmetic shows that the executors reasonably could expect a fee of approximately $35,000. ” 4

It seems logical that if Miss Schnebelen was contemplating chicanery, and was in a position to overreach Mrs. Burgauer, she would not have settled for a thousand dollar legacy and a co-executorship, leaving a vast estate to people that she hardly knew. After all, there is not any showing that Miss Schnebelen even asked to be named co-executor. Nor do we find anything unusual in the fact that Mrs.

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Bluebook (online)
351 S.W.2d 857, 234 Ark. 290, 1961 Ark. LEXIS 574, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rosenbaum-v-cahn-ark-1961.