Stern v. Galdonyi

298 Mich. 388
Michigan Supreme Court·Decided June 30, 1941·No. Docket No. 12, Calendar No. 41,494·Published

Opinion

Chandler, J.

This appeal involves a contest of. the will of Ilona Barth, deceased, who died March 27, 1939, at the age of 75 years. The immediate cause of her death was cerebral thrombosis. .She had, previous to August 8, 1938, been in good health and was never “laid up” by any serious illness prior thereto. On said August 8th, Mrs. Barth slipped on a rug in her home and siistained a fractured hip, from which she sufficiently recovered to enable her to walk with assistance from others, but her general health commenced declining shortly after her injury and death resulted as before mentioned. Her husband, Hr. Louis Barth, died in June, 1932. They had no children of their own. Deceased was born in Hungary and came to this country when she was a small girl and lived in the home of Jacob Barth, her uncle, an elder brother of her future husband. She as a young lady clerked in the store of her uncle. Dr. Barth received his medical education in Germany and came to Grand Rapids to his brother’s home and was soon married to decedent. Dr. Barth became a successful practitioner and he and his wife accumulated a considerable fortune, a portion of which, particularly the [393] real estate, was held in the joint names of Dr. and Mrs. Barth. Due to the depression with which most of the present generation are familiar and also by reason of the holding of certain property with his wife jointly, the value of the doctor’s property was so reduced at his death that his estate proved insolvent and his surviving wife, decedent here, was required to advance upwards of $30,000 in settlement of debts against the estate.

The will in controversy bears the date August 10, 1938, and was offered for probate on petition of Herman Stern, residuary and principal beneficiary, as well as executor under the terms of said instrument.

The'last will and testament of Dr. Barth made his wife sole legatee.

The probate of the will here involved is contested by 31 persons, only 7 of whom are heirs of said decedent, their relationship being that - of nephews and nieces. The other contestants are nephews and nieces of decedent’s husband, and friends and servants who claim under prior will or wills of decedent.

Objections to the allowance of the will were filed in probate court and upon petition of contestants were certified to the circuit court for the county of Kent for trial.

•The objections to the probate of the will are the usual ones made in will contests; that the instrument was not legally executed; that testatrix was mentally incompetent; that she was unduly influenced, and that fraud was exercised in securing the execution of the instrument. The ease was tried before a jury, which rendered a verdict sustaining the will and upon which judgment was entered and from which contestants have appealed.

[394] The record is convincing that the married life of the Barths was one of devotion, each to the other, with nothing to indicate even that there was ever any discord in a long life of conjugal happiness; that they traveled quite extensively, making several trips to Europe, where the doctor attended medical clinics and on one occasion for medical treatment for his eyes, and at these times they visited relatives of Mrs. Barth who were living there. They also visited relatives of the doctor who lived at distant points in the United States.

All of the nephews and nieces of Mrs. Barth, excepting three, live in Hungary, and two of these three live in Detroit and one in New York City.

None of the doctor’s nephews and nieces lived in Grand Rapids, excepting one nephew, and for him, a professional man, neither Dr. or Mrs. Barth had any use, because he had on more than one occasion been charged with illegal practice in his profession.

None of these heirs-at-law of Dr. and Mrs. Barth were frequent visitors at the Barth home, neither Were the Barths frequent, or hardly occasional, visitors of their nephews or nieces, nor does the record disclose that any of these relatives ever rendered any assistance or advice to the Barths. It does appear, however, that the Barths were kindly disposed towards most of their nephews and nieces and frequently showed their kindness and generosity by financial aid and other kindly acts.

The estate of Mrs. Barth consisted of cash in the amount of approximately $20,000, some stock of small value, household effects, jewelry, coins, some notes of doubtful value, an automobile, some pictures, art objects, books, and a few vacant lots.

The will of decedent gives to three of her nieces certain household effects; to four of her husband’s [395] nieces certain paintings and tapestry, and to one of them deceased’s wearing apparel; also to certain friends of decedent in Grand Rapids other works of art and books, together with a piano, sewing machine and kitchen ntensils; the will gives to her cousin, Helen Winter Stern, certain jewelry, and also silverware, pictures, rugs, and other furnishings not otherwise disposed of; to a cousin, Evelyn Stern Kaufman, she gave certain jewelry and silverware and a collection of curios; to her cousin, Doris Loraine Stern, three diamond rings, a pearl necklace, and some other articles; the residue of her estate was bequeathed to the proponent, Herman Stern, “in appreciation of his many years of kindness in taking care of me and my affairs.” Mr. Stern was named as executor and trustee under the will in case he survived her, and in case he predeceased her, Helen Winter Stern and Evelyn Stern Kaufman were named as executors.

Inasmuch as the person charged with procuring the execution of the alleged will by means of undue influence and fraud is Herman Stern, proponent and principal beneficiary, we deem it advisable to go into some detail as to what the record discloses was the relationship between decedent and her husband with proponent and his family.

Helen Winter Stern, one of the beneficiaries, was a cousin of decedent and the wife of proponent. Evelyn Stern Kaufman and Doris Loraine Stern are daughters of proponent and Helen.

Herman Stern, proponent, settled in Grand Rapids in 1908 and was married to Helen in 1910. He had met the Barths prior to the time of his settling in Grand Rapids, while he was a traveling salesman, and had been entertained socially by them. Mrs. Stern was a resident of Toledo, Ohio, [396] before her marriage to Mr. Stern, and she had visited at the home of the Barths prior to her marriage. The Sterns lived continuously in Grand Rapids after their marriage, with their daughters above mentioned.

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Stern v. Galdonyi, 298 Mich. 388 (Mich. 1941).

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