Schalk v. Dickinson

232 N.W.2d 140, 89 S.D. 263, 1975 S.D. LEXIS 145
CourtSouth Dakota Supreme Court
DecidedAugust 22, 1975
DocketFile 11509
StatusPublished
Cited by3 cases

This text of 232 N.W.2d 140 (Schalk v. Dickinson) 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
Schalk v. Dickinson, 232 N.W.2d 140, 89 S.D. 263, 1975 S.D. LEXIS 145 (S.D. 1975).

Opinions

DUNN, Chief Justice.

This is a will contest. Gould B. Lange died on February 7, 1972. She left a will, which had been executed in March 1966, in the State of Texas, leaving all of her property to a surviving daughter, Loelleta Dickinson, and without mentioning a granddaughter, Carolyn Schalk, who was the child of Ruthina Schoun, deceased daughter of the testatrix. Carolyn Schalk filed objections to the Final Account and Petition for Distribution, claiming that she was unintentionally omitted under South Dakota’s pretermitted heir statute, SDCL 29-6-10. The trial court, after hearing, upheld the will and issued a Final Decree of Distribution. The contestant appeals, claiming that the trial court erred in (1) permitting evidence aliunde the will to resolve the question of pretermission; (2) in permitting testimony by way of depositions where the witnesses were unexplainably absent; and (3) in finding that Carolyn Schalk was intentionally omitted from the will. We reverse.

Gould B. Lange and her husband lived in Wewela, Tripp County, South Dakota, from 1913 to 1960 when the testatrix’s husband passed away. It was testatrix’s only marriage, and two daughters — Loelleta Dickinson and Ruthina Schoun — were born of this marriage.

After her husband’s death, testatrix maintained a home in-South Dakota until 1966, but spent several months each year with her daughter, Ruthina Schoun, first in the State of Washington and later in California. Upon Ruthina Schoun’s contracting cancer, the family moved to California, and testatrix was with this daughter almost constantly until Ruthina died in February 1966.

Ruthina Schoun had one' daughter, Carolyn Schalk, who is the contestant here. She married Robert Schalk in 1957' against the wishes of her mother, Ruthina Schoun, who wanted her. [265]*265daughter to finish college. According to the deposition of Loelleta Dickinson, the testatrix was also disturbed about this marriage to Robert Schalk for the same reason. Mrs. Dickinson also testified that the testatrix disliked Robert Schalk because he. was rude to her on the few occasions that she saw him.

During the last prolonged illness and death of Ruthina Schoun, the testatrix saw her granddaughter almost daily. After Ruthina’s death, testatrix moved to El Paso, Texas, to live with her surviving daughter, Loelleta Dickinson. After this move, testatrix did not personally see Carolyn Schalk during her lifetime; however, she did correspond on a regular basis and the two exchanged gifts.

According to the testimony of Mrs. Dickinson, a few weeks after she moved to Texas, testatrix expressed a desire to get her affairs in order. Mrs. Dickinson set up an appointment with Mr. Ross, her personal attorney and long-time acquaintance. She took the testatrix to Mr. Ross’ office and stayed in the room while testatrix advised him as to the disposition of her property. Mrs. Dickinson was also present a few days later when the will was read, executed and witnessed. Mrs. Lange was eighty-four years of age and in a very distraught and weakened condition from the ordeal of seeing her other and favorite daughter die a slow death from cancer. Both Mr. Ross and Mrs. Dickinson testified that Mrs. Lange was of sound mind at this time.

Mr. Ross testified by deposition that the testatrix advised him that she wanted to leave her entire property to the surviving daughter, Mrs. Dickinson. He further testified that he determined from Mrs. Lange that her only other child was dead, and that he did not question her as to issue of the deceased daughter as this was not necessary under Texas law.

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Related

Matter of Estate of Jetter
1997 SD 125 (South Dakota Supreme Court, 1997)
Schalk v. Dickinson
232 N.W.2d 140 (South Dakota Supreme Court, 1975)

Cite This Page — Counsel Stack

Bluebook (online)
232 N.W.2d 140, 89 S.D. 263, 1975 S.D. LEXIS 145, Counsel Stack Legal Research, https://law.counselstack.com/opinion/schalk-v-dickinson-sd-1975.