Summary
In Teller and In re Bromley's Estate, 113 Mich. 53, and In re Grow's Estate, 299 Mich. 133, the presumption was held to have been rebutted by proof that the will had been executed, as here, after the testator had secured independent legal counsel in preparation and execution of his will.
Summary of this case from In re Wood EstateOpinion
Docket No. 116, Calendar No. 40,293.
Submitted February 7, 1939.
Decided March 9, 1939.
Appeal from Livingston; Collins (Joseph H.), J. Submitted February 7, 1939. (Docket No. 116, Calendar No. 40,293.) Decided March 9, 1939.
In the matter of the estate of Catherine E. Teller, deceased. John A. Teller presented for probate the last will and testament of deceased. Margaret Stelzer, Etta Wilson, and Nettie Hockstra filed objections thereto. From allowance of will to probate, contestants appealed to circuit court. Directed verdict and judgment for proponent. Contestants appeal. Affirmed.
J.B. Munsell, Jr., for proponent.
Shields Smith and Frank C. Sibley ( William A. McFawn, of counsel), for contestants.
This is an appeal from a judgment entered on a directed verdict admitting for probate an instrument dated July 1, 1933, as the last will and testament of Catherine E. Teller, deceased.
The record shows that on December 23, 1931, deceased made a will under which John A. Teller, deceased's half brother-in-law and proponent in the case at bar, was given the largest bequest and also made the residuary legatee. Bequests were made to deceased's brother, Luther Greener, and her sister, Margaret Stelzer. Other bequests were made to two nieces and to three half sisters-in-law and Edward Teller, a half brother-in-law.
In December, 1932, deceased's brother Luther died; and on July 1, 1933, deceased went alone to the office of Don Van Winkle for the purpose of having another will drawn. The will now offered for probate is the will drawn on that occasion. The only essential difference between the two wills is that in the latter will deceased omitted the name of her deceased brother Luther, omitted the name of her sister Margaret, and added a legatee, namely, Clarence Stelzer, a son of Margaret Stelzer. John Teller was continued as the sole residuary legatee and received the largest bequest. Deceased died on the 8th day of March, 1937, at the age of 74 years. Her will was admitted to probate on the 24th day of August, 1937.
An appeal was taken to the circuit court by Nettie Hockstra, a niece, Margaret Stelzer, sister of deceased, and Etta Wilson, niece. The grounds alleged in the appeal are as follows:
1. Said instrument was never signed and executed by said Catherine E. Teller as her last will and testament.
2. Said Catherine E. Teller at the time of the pretended execution of said instrument was not of sound mind and memory, and was incapable of making a will, and said instrument is not the last will and testament of said Catherine E. Teller.
3. That if the said alleged will dated July 1, 1933, was ever executed by the said Catherine E. Teller, the same was induced and procured by the undue influence, coercion, and control of John A. Teller, the beneficiary named in said will, and his confederates; and the same was not the free act and deed of the said Catherine E. Teller.
4. That the said Catherine E. Teller on the 1st day of July, 1933, and for some time previous thereto, and from thence until her decease, was of unsound mind and memory and incompetent to make a will, and the said pretended will was obtained from her by the undue influence, coercion, and control of the said John A. Teller, the beneficiary named in said will.
When the cause came on for trial and at the close of contestants' proofs, the proponent moved for a directed verdict on the ground that no proof was offered to establish that Catherine E. Teller was mentally incompetent to execute the will at the time she did so; or that the will was the product of undue influence. The trial court granted the motion. Contestants appeal and contend that there was sufficient evidence upon which to submit the case to the jury on the question of undue influence on the part of John A. Teller.
The evidence showed that testatrix reposed confidence in John A. Teller in business affairs; that John A. Teller was the principal legatee; that other relatives received small legacies; that John A. Teller so influenced testatrix that she would not become reconciled with her only surviving sister; and that he always accompanied testatrix when she went visiting. We also have in mind that deceased was under no legal obligation to leave any of her property to any of the parties involved in this action; that the first will was made within two months after her husband's death; that no material change was made in the second will insofar as John A. Teller is concerned; that testatrix was in good health up to the date of her last sickness; that nearly four years elapsed from the execution of the last will until the death of testatrix; and that outside of her financial affairs she managed her own affairs and, when the will was executed, went alone to the office of the attorney who drew the will.
Contestants rely upon Rivard v. Rivard, 109 Mich. 98 (63 Am. St. Rep. 566), and In re Jackson's Estate, 220 Mich. 565, as authority for the proposition that the question of undue influence was a question of fact for a jury to decide. We have examined the mentioned cases and find that the facts in the Rivard Case are unlike those in the case at bar. It is authority only for the general principle that, "Undue influence is not exercised openly." In the Jackson Case, supra, the court enumerated 10 elements which, taken collectively, authorized submission of the case to the jury. That case may be distinguished from the case at bar as, in the instant case, testatrix was strong physically and alert mentally, and made a will that largely represented her intention from two months after her husband's death until her death, a period of approximately six years.
The general rule is that every person of full age and sound mind is at liberty, in making a will, to select the objects of his bounty among his relatives at discretion, or pass them all by, if he is so disposed. The principle of law applicable in the case at bar is well stated in Re Spinner's Estate, 248 Mich. 263, where we held that in order to establish undue influence contestants must prove that improper influence was exerted, that it had the effect of overcoming the will of testator; and that some influence may properly be used. Only when the testator's will is overcome is the result invalid. Schneider v. Vosburgh, 143 Mich. 476. Undue influence may not be established by proof of opportunity alone. In re Murray's Estate, 219 Mich. 70. The facts in the case at bar do not warrant a finding that John Teller exercised any undue influence over testatrix. There was merely an opportunity to do so.
Contestants next contend that the trial court was in error in not permitting them to prove declarations of John A. Teller, proponent and principal beneficiary, to show undue influence.
In O'Connor v. Madison, 98 Mich. 183, we held that the rule admitting the declarations of a sole devisee as competent evidence to prove undue influence does not extend to cases where there are several devisees or legatees, but contestants contend that the above rule does not apply to the instant case as John A. Teller is the only person that appears to be interested in sustaining the will. The record shows that two legatees made no appearance in the case and five of the legatees appear as contestants.
The rule in the O'Connor Case, supra, has been consistently followed by our court. See In re Ganun's Estate, 174 Mich. 286; In re Spinner's Estate, supra; In re Lake's Estate, 271 Mich. 675 . The facts in the case at bar fall within the rule adopted in the above case. We see no reason for making any change in the rule. It is also claimed that there is a presumption of undue influence arising out of the fiduciary relationship between testatrix and the principal beneficiary, John A. Teller. The record affirmatively shows that when the will was executed the testatrix had the benefit of legal and independent advice from Don Van Winkle, a reputable attorney of Howell, Michigan. If there was any such presumption as claimed by contestants, it was overcome by the testimony of attorney Van Winkle. See In re Haskell's Estate, 283 Mich. 513.
The judgment of the trial court is affirmed, with costs to proponents.
BUTZEL, C.J., and WIEST, BUSHNELL, POTTER, CHANDLER, and McALLISTER, JJ., concurred. NORTH, J., took no part in this decision.