Will of Walker v. Walker

213 N.W. 626, 193 Wis. 264, 1927 Wisc. LEXIS 239
CourtWisconsin Supreme Court
DecidedJune 20, 1927
StatusPublished
Cited by8 cases

This text of 213 N.W. 626 (Will of Walker v. Walker) 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 Walker v. Walker, 213 N.W. 626, 193 Wis. 264, 1927 Wisc. LEXIS 239 (Wis. 1927).

Opinion

[265]*265The following opinion was filed May 3, 1927:

Owen, J.

At the time of his death on March 7, 1924, the testator was sixty-three years of age. He had acquired an estate valued in excess of $40,000. He was a farmer, and owned considerable lands in Barron and Douglas counties. For a number of years he had lived near Chetek, in Barron county. During the latter years of his life he lived in Gordon, in Douglas county. He was thrifty and prosperous and a close business man.

During the year 1922 it was apparent not only to himself but to his friends and neighbors that he was in failing health. During that year and the year 1923 he aged rapidly in appearance. In February of 1923 he made his will, in which he left all of his property to his relatives, principally his brothers and sisters.

In July of 1923 he made a visit to Sparta, where a number of his brothers and sisters resided. He spent July 4th with them. A day or two after July 4th he went to the Mayo clinic at Rochester in the hope that he might' discover the nature of his ailment. It was there determined that he was suffering from pernicious anaemia. He returned to his home at Gordon and declined rapidly, both physically and mentally. From that time until the 1st day of November, 1923, he lived on his farm at Gordon. He was alone, except for the presence of certain hired help.

On November 1, 1923, he went to Chetek and procured a room in a hotel, where he stayed for about three weeks. During that time he was confined to his bed, or at least to his room, and was cared for by the proprietor of the hotel and his wife. Thereafter he secured living accommodations in the residence of Guy Williams, in the village of Chetek. He remained there about one week, during which time he was confined to his bed and during which time he was cared for by Mr. and Mrs. Williams. In the latter days of November [266]*266he was taken to the home of one of his sisters in Sparta, where he remained until December 30th, when he was removed to the hospital at Sparta. While in the hospital at Sparta, on January 7, 1924, he executed a will, leaving the bulk of his property to the Hospital Association. Within a few days thereafter he was caused to be removed from the hospital at Sparta by the Reverend J. W. Irish, executive secretary of the Wisconsin Methodist Hospital and Home Association, to the Methodist Hospital at Rice Lake, where he died on the 7th of March, 1924.

It will be noted that in February, 1923, the testator made his will in favor of his relatives. It will further be noted that on the 7th day of January, 1924, he made another will, by the terms of which practically all of his property was left to the Hospital Association.

The county court found that the second will was executed by reason of. undue influence exerted upon the testator by the Reverend J. W. Irish, executive secretary of the Hospital Association. This appeal challenges the correctness of that finding.

An examination of the record convinces us that this finding is well supported by the evidence, and that the judgment of the county court must be affirmed. In stating our reasons therefor we shall not review the evidence in detail. As usual in such cases the evidence is voluminous, and is addressed to the physical and mental health of the testator for a period of two or three years prior to his death. We will simply state in the most general way the conclusions which this evidence, when brought together, weighed and considered, tends to support.

It is undisputed that the death of the testator was due to the disease known as pernicious anaemia. It is impossible to tell when the disease originated, but it is probable that he was suffering from it to some extent for a period of at least two years prior to his death. Distinguished medical experts also testified, such testimony being based upon hypothetical ques[267]*267tions, that in their opinion the pernicious anaemia was accompanied by senile dementia. It was admitted by practically all medical experts who testified, that in a certain percentage of. cases pernicious anaemia is accompanied by mental disturbance, and that mental symptoms are often the first manifestations of pernicious anaemia. Neighbors and associates of testator testified to many irrational acts and manifestations on his part during the summer and fall of 1923. True, these witnesses testified to isolated instances of irrational conduct, no one of which standing alone would perhaps justify the conclusion that during that time he was failing mentally, but the testimony of all the witnesses taken together presents an accumulation of irrational conduct which easily justifies, if it does not compel, the conclusion that during the 'summer and fall of 1923 his mental faculties were perceptibly and rapidly diminishing. During.that time his personal and business habits underwent a pronounced change, tie became shiftless in business matters and profligate in the handling of moneys, checks, drafts, etc.

In this weakened condition he was taken to the hotel at Chetek. There he was introduced to the Reverend J. W. Irish, executive secretary of the Hospital Association. The Reverend Mr. Irish called upon him frequently while he was at the hotel and during the time that he was confined at the Williams residence. The testator did not welcome these visits of the Reverend Mr. Irish. The Reverend Mr. Irish concedes in his testimony that the objects of these visits were twofold: first, to minister to his spiritual well-being; and second, to secure a bequest in favor of the Hospital Association. During thfese times the testator expressed himself as displeased with the visits and importunities of the Reverend Mr. Irish. He compared him to a buzzard hovering over a dead carcass. He expressed the fear that at some time he might be persuaded to change his will. Upon one occasion, when staying at the Williams home, he was called upon by the Reverend Mr. Irish together with an attorney. They [268]*268had a will prepared, which the testator refused to execute. There is evidence in the record that the Reverend Mr. Irish expressed himself as being greatly disappointed by reason of the refusal of the testator to execute the will upon this occasion. After they left, the testator told Mrs. Williams of the efforts of the Reverend Mr. Irish to induce him to sign the will. He told Mrs. Williams that he was then, and for some time had been, very much afraid that the Reverend Mr. Irish weuld prevail upon him to sign this kind of a will, because, he said, “I am getting weaker and weaker; my body is getting weaker, and as my body grows weaker my mind will grow weaker, and a big strong man like Mr. Irish, with a physique like that man has, talking to a poor, old, weak man like me, he is bound to finally break me down.”

After that occurrence Mrs. Williams wrote to Mrs. Nichols, a sister of the testator living at Sparta, advising her that Mr. Walker was at her residence and that he would be glad to see any of his relatives who could find it possible to come, if only for a few hours. She further stated: “So far Mr. Walker’s mental faculties are unimpaired, but he has expressed fears that should he become very weak the constant suggestion of several solicitors for a certain hospital might finally work on him to such an extent as to cause him to sign the will they have all ready drawn up leaving all his property to that institution.” This letter was written on November 21st, and within two or three days thereafter his brother Charlie

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Lauterjung v. Ford
19 Wis. 2d 436 (Wisconsin Supreme Court, 1963)
Freitag v. Solverson
9 Wis. 2d 315 (Wisconsin Supreme Court, 1960)
Estate of Larsen
96 N.W.2d 489 (Wisconsin Supreme Court, 1959)
Higgins v. Kelley
27 N.W.2d 762 (Wisconsin Supreme Court, 1947)
Bomke v. Raasch
284 N.W. 571 (Wisconsin Supreme Court, 1939)
Stanley v. Stanley
276 N.W. 353 (Wisconsin Supreme Court, 1937)
Heim v. Thomas
267 N.W. 268 (Wisconsin Supreme Court, 1936)
Will of Link v. Monday
231 N.W. 177 (Wisconsin Supreme Court, 1930)

Cite This Page — Counsel Stack

Bluebook (online)
213 N.W. 626, 193 Wis. 264, 1927 Wisc. LEXIS 239, Counsel Stack Legal Research, https://law.counselstack.com/opinion/will-of-walker-v-walker-wis-1927.