Will of Truehl v. Kirchstein

264 N.W. 254, 220 Wis. 134, 1936 Wisc. LEXIS 229
CourtWisconsin Supreme Court
DecidedJanuary 7, 1936
StatusPublished
Cited by2 cases

This text of 264 N.W. 254 (Will of Truehl v. Kirchstein) 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 Truehl v. Kirchstein, 264 N.W. 254, 220 Wis. 134, 1936 Wisc. LEXIS 229 (Wis. 1936).

Opinion

Fairchild, J.

The trial court, in a very carefully prepared opinion, points out the difficulties experienced in deciding the case, and said: “The problem therefore is not easy to decide, but there are certain outstanding facts which, when examined in the light of the law, determine certain results to which this court has reluctantly come,” and announced his conclusion that the burden which the circumstances placed upon the proponents of overcoming suspicions had not been met, because:

“(1) The evidence shows that there was every opportunity to exercise undue influence.
“(2) The result fully indicates its exercise.
“(3) The testator was susceptible of undue influence, being old, feeble, mentally weak, and suffering physically with an incurable disease that would lead him to be suspicious and have delusions, as is evidenced by the hospital record and the witnesses.
“(4) A disposition on the part of the beneficiaries to exercise such influence, while not positive, direct, or evidenced by overt act, except the insistence of Mrs. Hazel Rodebush to have the will drawn, yet with the Raemisch family being unable to overcome all the presumptions against them, the court must conclude that Robert Truehl, at the time of executing said will, and for some days previous thereto, was not mentally competent to draw a will, and that the same was procured by what is sometimes designated as ‘insidious influence,’ which is not positive, overt or definite at any particular period, and yet has its influence over a weak and trusting mind that has been laboring under misinformation and delusions in his last sickness.”

[137]*137A will is the result of undue influence when the evidence shows a disposition to exercise such influence over a testator, opportunity for its exercise upon a susceptible subject, and a result indicating its exercise. Will of Link, 202 Wis. 1, 231 N. W. 177. In the case just cited, three of the elements were established by clear and satisfactory evidence, and slight additional evidence as to the fourth compelled an inference of its existence. The conclusion reached that the will was the result of undue influence in the case at bar is not so sustained, and the trial court was, we apprehend, influenced by the assumption that the result indicated the exercise of undue influence. It is urged by the contestants that the beneficiaries occupied a confidential relation to the testator, and that they have not overcome the presumption that undue influence was exercised by them; they having received the entire estate. To begin with, where a stepfather, by his will, makes his stepson a beneficiary, there does not necessarily result an unnatural will. It may be a most natural will. When weighed in this light, and when due consideration is given to well-understood motives, emotions, and purposes, the disposition made of his property by this testator is not unnatural. The evidence supports the conclusion of the learned trial judge, as stated in his opinion, that “the relations with his own family were friendly, but not very intimate.” On the other hand, Frank C. Raemisch, who with his wife was a beneficiary under the will, was the-stepson of the testator, having come into this relation with the testator when but six years of age. A life-long association existed between them. This relationship appears to have approached, somewhat, the natural and usual one of father and son. After Frank C. Raemisch’s marriage, he lived near the testator, and was the one in all the family connection to whom the testator 'turned when in need of assistance. While there is no evidence of a great display of paternal affection [138]*138on the part of the testator, who seemed to have preferred to live by himself, in his own way, the evidence is that he turned toward Raemisch and his family in his time of distress, rather than to his brothers and sister. When he suffered a broken leg some years before his death, he depended upon, and was cared for, during that ordeal, by Frank C. Raemisch and by Mrs. Raemisch. His mode and habits of life indicate a nature desiring to be free and independent of relatives and friends, but when in need of assistance, he called on the Raemischs. The fact that his brothers and sister did not live in Waunakee does not change the value of •the evidence tending to show Truehl’s attitude toward the Raemischs. When his last sickness came, he made it evident by word and act that his preference was to continue to live in his own home, or in the home of the Raemischs, where he might have the ministrations of his stepson and stepson’s family. In August preceding his death, after the Raemischs had notified the brothers of his failing health, Truehl, in response to the suggestion from his brothers that he go to the home of one of his relatives, announced his intention to stay in Waunakee. Frank C. Raemisch recognized a filial duty toward Truehl, and Truehl evidently considered the existence of that relationship as fixed, and assumed that the, benefits that ordinarily go with that status were his to command. He refused to go to the hospital unless he could be accompanied by a daughter of Frank C. Raemisch, a trained nurse. Plans were made to conform to his wishes, and he placed himself under the care of the Raemischs. Raemisch inquired concerning Truehl’s ability to pay reasonable charges for hospital, medical, nursing, and other necessary care, and intended to charge the amount thereof against the stepfather’s estate.

It is established that Truehl, after reaching the hospital, determined to make his will. It appears that Dr. Blake visited-Truehl at the hospital October 3d, and Truehl told [139]*139him that “he wanted to make out his will and wanted to go home first.” It is also established that he gave to the nurse a statement of the contents of the will as he wished it to be made. He enjoined upon her the securing of a proper scrivener therefor. Some of the evidence relied upon by the contestants shows activity on the part of the nurse, the daughter of the beneficiaries, in providing the testator with the opportunity to make his will. But there is lacking in this case any evidence of overreaching on her part.

Where one, competent to do so, has determined to make a will, and has definitely decided upon the provisions he intends to incorporate in it, and another, at the testator’s request, assists in procuring the execution of the will, such other person is not exercising undue influence, there being no suggestion coming from the one so acting, as to the terms the will is to contain. At the request of the testator, the nurse first attempted to summon a banker, who had been an adviser to Truehl, and with whom Truehl had done business for many years. When this friend of Truehl’s failed to appear, she telephone her father and inquired why the man had not responded to the call. When informed by her father that the banker would not come, because he felt he could not, with propriety, “go out and draw a will,” upon the suggestion of her father, she sought to secure the services of one who had been an attorney in years past for Truehl. The attorney visited Truehl at the hospital. He did not draw a will because at the time of his two visits it was his opinion that Truehl was not sufficiently clear mentally to make a valid will. When the attorney left, it was with the understanding that if Truehl brightened up, the attorney should be notified, and that he would return.

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Related

In Re Estate of Glass
270 N.W.2d 386 (Wisconsin Supreme Court, 1978)
Kirch v. Krainovich
12 N.W.2d 688 (Wisconsin Supreme Court, 1943)

Cite This Page — Counsel Stack

Bluebook (online)
264 N.W. 254, 220 Wis. 134, 1936 Wisc. LEXIS 229, Counsel Stack Legal Research, https://law.counselstack.com/opinion/will-of-truehl-v-kirchstein-wis-1936.