Schwarz v. Thoreson

4 N.W.2d 822, 72 N.D. 101, 1942 N.D. LEXIS 117
CourtNorth Dakota Supreme Court
DecidedJuly 1, 1942
DocketFile No. 6841.
StatusPublished
Cited by6 cases

This text of 4 N.W.2d 822 (Schwarz v. Thoreson) is published on Counsel Stack Legal Research, covering North Dakota Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Schwarz v. Thoreson, 4 N.W.2d 822, 72 N.D. 101, 1942 N.D. LEXIS 117 (N.D. 1942).

Opinion

Christianson, J.

This controversy originated in the county court of Richland county and involves the appointment of a guardian for one Anna Thoreson. A son and a daughter of the respondent Anna Thore-son filed a petition alleging that the respondent is a resident of Richland *103 county and the owner of certain real and personal property situated in that county; that she is eighty-one years of age, and for the past four years has been and now is mentally incompetent; that she is blind and is incompetent to transact ordinary business or to properly care for her property or herself, or to know the legal import of any of her acts •; that it is necessary to appoint a guardian for her person and estate; and that one Olaf Bjorke of said county is a fit and competent person to act as such guardian.

The respondent Anna Thoreson appeared and filed answer wherein she admits that she is partly blind, but alleges that she is competent to manage her affairs and that she does not desire to have a guardian appointed. She further sets forth the amount and nature of her property.

A hearing was had at which both sides were represented by counsel. The county court granted the petition and appointed Olaf Bjorke guardian of the person and estate of the respondent.

An appeal was taken by the respondent Anna Thoreson to the district court. A trial anew was had in the district court. Both the petitioner Esther Schwarz, and the respondent Anna Thoreson appeared in person and by counsel. They both testified. Some twelve witnesses, including two physicians, also testified. The district court determined that respondent was not capable of taking care of herself or managing her affairs, and that it was proper and necessary that a guardian be appointed. The trial court filed a memorandum opinion wherein it was said:

“It appears from the record and evidence, that the subject of this petition for guardianship of person and property, Anna Thoreson, will be eighty-one years of age on June 23d, 1941. She was born in Minnesota, and her husband, L. C. Thoreson, who preceded her in death in 1934, was also born in Minnesota. She is one of the early pioneers of North Dakota and filed and made proof upon a government homestead; that she married her husband, L. C. Thoreson, and became the mother of six children, five of whom are now living, and two of whom are the petitioners in this matter. Her daughter, Helen, died on or about July 9th, 1940, to whose estate Anna Thoreson is a sole heir; that at the time of the death of her husband in 1934, Anna Thoreson and her husband, ■L. C. Thoreson, had theretofore deeded and transferred all their prop *104 erty to their children, save and except the life estate in the 704 acres of Texas land. Tier surviving daughter, Julia Thoreson, and her deceased daughter, Helen Thoreson, owned jointly the tract of land which had formerly been the old homestead and buildings and home of herself, husband and family, and now the joint property of her daughter Julia, and daughter Helen, now deceased, which deceased daughter’s interest now inures to respondent and appellant, Anna Thoreson, as her sole heir. Prior to and since the death of her husband, she had made that location her home for many years, living with Julia and Helen until Helen’s death, and since with Julia, at this same location where she now still lives.
“Anna Thoreson, respondent and appellant, is the owner of personal property of an exact undetermined amount. No inventory and ap-praisement has been made. Since the appointment of Guardian Bjorke, there has come into his hands, according to the proof, $772.91 as 1940 rent from the Texas land, $105.48 as government soil conservation payment, or a total of $878.39 received, against which there has been an expenditure of $11 for the guardian’s bond, leaving in the hands of the appointed guardian, Olaf Bjorke, the net sum of $867.39, the property of Anna Thoreson. In addition to this amount she has between one hundred and six hundred dollars cash on hand. There are probably other personal collections to be marshaled. It could be' estimated that her present personal estate would be in the neighborhood of $2,000. Upon the probate of her daughter Helen’s estate, it is assumed, that she will come into ownership of approximately one quarter section of land, the rents and profits hereafter accruing therefrom, together with the rents from the 704 acres of Texas land. It thus appears that Anna Thoreson has, and has in prospect, a substantial estate, which under the circumstances she must now operate could not be termed an estate easy of management.
“The physical condition of Anna Thoreson is poor, at near eighty-one years of age she is in a state of senility. She is suffering from a heart lesion, arthritis, and other physical ailments. She has had deficient eyesight from childhood, with this malady increasing until now she is totally blind, and has been totally blind for a number of years. She can hardly walk without assistance and must be assisted to a chair *105 for repose and assisted, from her resting place to get on her feet. She cannot write her name; she is unable to see the substance of the matter which she signs by her mark. She knows nothing to which she signs her name except such information as may be communicated to her by others; she is unable to prepare and sign a check as an order for money in a bank deposit or in the government post office. She has been a home builder and her life’s attention has been given to the service and comfort of her family. She took no interest in or attempted to transact business or manage property during the life of her husband. It is disclosed that she has no experience in business affairs, or in managing property, either while she had a degree of eyesight or subsequent to the total loss of her sight. Previously her business affairs, if any she had, were managed by her husband and others, and since the husband’s death in 1934, the same was managed by Helen and Julia, her daughters.
“She is affected with that natural mental weakness that comes to the aged. She has entered the state of senility where the mind ceases in correct orientation. She recognizes people only where she has grown familiar with them and their voices by continuous association. She has a marked lapse of recollection or memory of remote past events. She remembers in the present where prompted or has events. called to her mind to assist her. She cannot remember the signing of a deed or bill of sale, or document, or contents of such document, a few months previous as an unassisted present recollection. She could not remember the names of, her attorneys in the recent past, or the names of the attorney in the case on trial, although it is not disclosed that she had particular opportunity or what she did do with reference to their employment. She had no recollection that an appeal had been taken in the instant case, although the, evidence does not disclose what she had to do with it. She realizes that she has a poor memory. She acknowledges and concedes that she must have assistance in order to manage her property. . . .
“The question of fact is: Is Anna Thoreson capable of managing and protecting her property? The answer is: No.

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Bluebook (online)
4 N.W.2d 822, 72 N.D. 101, 1942 N.D. LEXIS 117, Counsel Stack Legal Research, https://law.counselstack.com/opinion/schwarz-v-thoreson-nd-1942.