191 Wis. 431 | Wis. | 1926
Two questions are presented on this appeal: (1) Did the testator possess sufficient mental capacity to make a will? (2) Was the will procured by undue influence ?
(1) Testator was seventy-four years of age when the codicil was executed. ITe had transacted such simple business affairs as the collection of rent and the cashing of checks received from royalties from a mine and the investing of the same in bank certificates of deposit. While he did not possess a strong mentality, he undoubtedly possessed sufficient mental capacity to comprehend the condition of his
(2) The question whether the execution of the codicil was procured by undue influence presents a more difficult problem. Testator had lived in the family of his son Loxiis and been cared for by Louis and his family during all the latter years of his life. Louis had cared for the aged wife of the testator during her declining years to the date of her death. This son, who was practically disinherited, had also cared for the invalid son of the testator until the time of his death. Testator had paid Louis nothing for this care. The father, on the other hand, had always collected rent for the home farm from Louis. There is no proof that there was ever any unpleasantness between the testator and his son Louis or the members of his family who so faithfully cared for the father until the date of his death. On the contrary, the proof shows that their relations were cordial. The testator played with the children of his son Louis and was apparently fond of them. The codicil gave these children a bequest of only $100 each.
The fact that the testator gave only $100 to this son who had faithfully cared for testator and for his wife and for his invalid son without compensation sharply challenges the attention and calls for an' explanation. The court has searched the entire record for an explanation of this unnatural conduct in practically disinheriting this son to whom he was so deeply indebted and finds no explanation unless it be that the codicil was procured by undue influence.
The rule established by the leading case of Davis v. Dean, 66 Wis. 100, 110, 26 N. W. 737, has been repeatedly approved and applied in will cases. It is there held that, where an aged and infirm person makes disposition of his property under circumstances that arouse suspicion and in such a way as to inflict injustice upon the heirs of such aged per
The line of cases in this court which approves the rule of Davis v. Dean, supra, holds that when one charging fraud or undue influence has established a prima facie case, which would entitle him to relief if the proof stopped at that point, his opponent must take up the burden of meeting the case made by' his adversary. When the proof has established a prima facie case, the presumption -against wrong doing still stands, but it is eclipsed for the time being by the adversary presumption which will prevail and determine the case unless the one charged with wrong doing produces evidence so satisfactorily explaining the facts that establish a prima facie case that it can be said that the case of the one charging fraud or undue influence is not established by clear and satisfactory evidence. Ball v. Boston, 153 Wis. 27, 37, 141 N. W. 8.
The son Robert was the confidential adviser of his father in all his business affairs. Testator’s confidence in and reliance upon his son Robert is shown by the fact that he made him the sole executor of his will and codicil, with a direction that he should not be required to give bond. Because of his position as confidential adviser of his father, Robert was in a position to exercise an undue influence. The father, while possessed of sufficient mental capacity to make a will, if uninfluenced by others, was shown by the proof to be a man who at the time the codicil wTas made coidd be influenced to do things by the suggestion of others, not strangers.
The fact that the testator went to the lawyer’s office alone and gave directions for the preparation of the codicil does not establish that no undue influence was exercised. The law recognizes that such influence may be exerted by subtle means which do not exhibit any show of force or influence at the time of the making of the instrument. Such means may be adopted as will control and master the human will at times when the person exercising the influence is not present and exerting that influence at the time a will or codicil is prepared. Influences which are potent enough- to control the will of another may be sufficient to compel the person influenced to go through the mechanical process of -giving directions for the preparation of a will or codicil and executing it in an apparently free and voluntary manner.
The proof presents this situation: There was a testator feeble in body and mind who was susceptible to the influence of those in whom he had confidence. There was also a confidential- adviser who was in a position to exercise an undue influence if he so desired. There was a result so unnatural as to' indicate that the testamentary disposition has been -procured by undue influence on the part of some one. Where a testator is shown to be in a condition rendering him susceptible to undue influence and there was opportunity to exercise such influence and a result indicating its exercise,
When the disposition of testator’s property made by the codicil is viewed in the light of undisputed proof as to testator’s acts and declarations, the evidence leaves no doubt in the mind of the court that the will was procured by undue influence. Testator had repeatedly declared that the homestead should go to Louis when he was through with it. That this intent was still in testator’s mind after the codicil was drawn is shown by the fact that after the execution of the codicil he directed a painter to place the name of his son Louis on the barn. Still more significant is a conversation had by the testator with a friend, a disinterested witness, four days before his death. The testator said: “Where the people who were keeping you when you were old didn’t get anything, ... do you think a will like that will stand?” Upon being told that the witness thought it would stand, the old man “said he knew better than that and he knew a will like that would not stand. He said no^ court would say a will like that was good.” Testator then became excited and so ill that the witness was compelled to leave his bedside. This testimony naturally suggests that the old man was thinking of the injustice done those who cared for him in his declining years and that he was seeking solace in the thought that no court would permit such an unjust and unnatural disposition of his property to stand.
It is also significant that the two sons, Robert and Louis, were not friendly to each other and that the recital in the
The court has considered the entire proof in this case in the light of the well established rule that every person has a right to dispose of his property by will as he desires and that, if the deceased has testamentary capacity and is not subject to undue influence, it is the duty of the court to give effect to the will, no matter how- inequitable or unjust may be the disposition of testator’s property. In weighing the evidence the court has given due weight and careful consideration to the findings made by the trial court, but a most careful consideration of the entire record,satisfies this court that the finding that the testator was under no restraint or undue influence at the time that the codicil was executed and that the codicil was not procured by the exercise of undue influence is so contrary to the clear preponderance and great weight of the evidence thát it is not sustained by the proof.
By the Court. — The order of the county court admitting the codicil dated July 26, 1925, to probate is reversed, and the cause is remanded with directions to enter an order denying probate to the codicil.