Will of Link v. Monday

231 N.W. 177, 202 Wis. 1, 1930 Wisc. LEXIS 231
CourtWisconsin Supreme Court
DecidedJune 11, 1930
StatusPublished
Cited by14 cases

This text of 231 N.W. 177 (Will of Link v. Monday) 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
Will of Link v. Monday, 231 N.W. 177, 202 Wis. 1, 1930 Wisc. LEXIS 231 (Wis. 1930).

Opinion

Owen, J.

The testator was eighty-one years of age at the time of his death. He had been for many years a resident of Milwaukee county. He owned some property in the city of Milwaukee consisting of a flat building or apartment house, the rents from which yielded him a monthly income. He also received a pension of $65 a month from the government. He was very frugal in his habits, and denied himself not only the comforts but the full necessities of life. He supplied himself sparsely with the plainest of food. He permitted his property to run down and deteriorate. He never carried insurance on his buildings because of his- indisposition to spend money in that behalf. When urged to do so, he said that if they burned down his pension would support him, and that if his children wanted them insured they could pay for the insurance.

The four contestants are his children. Until the 1st of July, 1928, the most natural and cordial relations existed between the testator and his children, the most conclusive evidence of which is that he executed one will on the 9th of February, 1928, and another on the 9th of June, 1928,' in both of which he left to them all of his disposable estate, share and share alike.

The testator had a serious illness in January, 1928, and remained in poor health thereafter. His daughter Katy, who was divorced from her husband, kept house for him. She had her children with her, one of whom was a boy, whose noisy and boisterous conduct greatly irritated the deceased. The boy’s presence finally became such an annoyance to the testator that, sometime during July, Katy took the boy to Chicago with the determination of turning him over to his father, the divorced husband. While she was gone, however, her daughter remáined to keep house for [3]*3her father. In her absence on this mission, Chris Monday and Mayme Monday, a nephew and niece of the testator, came from Oshkosh to Milwaukee on Sunday, July 22d, and urged him to go with them to Oshkosh. They represented that they had a cottage on the lake, where he could enjoy the sunshine and fresh air to the great benefit of his health. He did not go with them on that day, but on Sunday, July 29th, they returned, and he accompanied them to Oshkosh. There was nothing said at the time about his taking up his permanent abode with the Mondays. He made no attempt to arrange or adjust his business affairs in Milwaukee. Upon his arrival at Oshkosh, the Mondays devoted themselves to his care and comfort. Chris Monday gave him a bath, cleaned him up, bought him a new suit of clothes, and took him out to the cottage on the lake. Those of his friends and acquaintances who saw him upon a visit to Milwaukee shortly thereafter, remarked that he looked better — at least cleaner — and gained the impression that the change in climate was beneficial to his health.

On the 8th day of September, 1928, the testator executed a bill of sale of his car to Chris Monday for the expressed consideration of one dollar. On the 9th day of-September Chris Monday went to Milwaukee and got the car. On the 10th day of September the testator executed a will leaving his entire estate to Chris Monday and Mayme Monday. On the morning of September 20th he died. In the forenoon of September 20th, the petition for the probate of the will executed September 10th was filed in the county court of Winnebago county. The objections to the probate of the will were, that the testator had not sufficient mental capacity to make a will, and that the will was procured by undue influence exercised upon him by Chris Monday and Mayme Monday, the beneficiaries named in the will.

The county judge found that at the time of the execution of the will the testator was of sound mind, that no undue influence was exercised upon him to procure the execution [4]*4of said will, and that the will is the full and unconstrained product of a free and independent mind. Although the county judge wrote an opinion, he did not attempt to review or analyze the evidence before him, for which reason we do not have the aid which an analytical review of the evidence would afford us, nor can we be certain that he applied to the evidence correct principles of law. For instance, it is said in the opinion that to establish “fraud and undue influence, two points must be sustained: first, the fact of deception practiced or the undue influence exercised, and second, that this fraud and influence were effectual in producing the alleged result, misleading or overcoming the party in this particular act; and further, that fraud or undue influence, to avoid a will, must be practically connected with its execution. The court will not go into the details of its reasoning, but sufficient to say that the scrivener of this particular instrument was a respectable and reputable member of the Winnebago bar. And secondly, that the attitude of our supreme court, since the decision of Ball v. Boston, volume 153, page 27, Wisconsin Reports, down to the recent case of Harriet J. Wallace, deceased, it is well-nigh impossible to set aside a will on the grounds of undue influence, fraud, or coercion.”

In view of the doubtful proposition of law declared, and in face of the disconsolate view expressed by the county judge as to the attitude of this court in such cases, and the very general, if not casual, treatment of the evidence in the case, it seems incumbent upon us to review the evidence somewhat in detail, and then to deduce the conclusions which a correct application of the principles of law seem to demand, to some extent at least, independently of the conclusions announced by the county judge.

First we may say that we agree with the conclusion of the county judge that at the time of the execution of the instrument the testator was of sufficient general mental [5]*5capacity to make a will. It does appear, nevertheless, that at the time of executing the will he was laboring under delusions with reference to his children, which there is much reason to believe influenced his treatment of them in his will. But we find it unnecessary to consider whether such delusions were in and of themselves sufficient to defeat the will, as they will be accorded proper and full significance in our consideration of the question of whether the will was the result of undue influence.

Chris Monday and Mayme Monday were children of testator’s deceased sister. Chris Monday was sixty-two and Mayme Monday forty-five years of age. Both were unmarried and they lived together. Prior to July 22, 1928, the intimacy between them and the testator was that of comparative strangers. Chris Monday testified that he saw the testator at his father’s funeral in 1922 and at his sister’s daughter’s funeral in 1925, and that he had never been intimate with him nor visited back and forth. Mayme Monday testified that she saw the testator in 1926 at her store. His son came into the store, but the testator did not come in. “Mr. Link said ‘Hello’ through the screen door to me. I couldn’t neglect my customers and take care of visitors. I didn’t shake hands with him, although I had not seen him for some time at that time.”

The relations existing between the testator and his sister’s children are well illustrated by the testimony of Emma Monday, the wife of a brother of Chris and Mayme Monday, who testified that she did not know testator’s children very well; that she had met just one daughter once.

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Bluebook (online)
231 N.W. 177, 202 Wis. 1, 1930 Wisc. LEXIS 231, Counsel Stack Legal Research, https://law.counselstack.com/opinion/will-of-link-v-monday-wis-1930.