Boehm v. Allen

506 N.W.2d 781, 1993 Iowa App. LEXIS 98, 1993 WL 392346
CourtCourt of Appeals of Iowa
DecidedJune 29, 1993
Docket92-698
StatusPublished
Cited by5 cases

This text of 506 N.W.2d 781 (Boehm v. Allen) is published on Counsel Stack Legal Research, covering Court of Appeals of Iowa primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Boehm v. Allen, 506 N.W.2d 781, 1993 Iowa App. LEXIS 98, 1993 WL 392346 (iowactapp 1993).

Opinion

HABHAB, Justice.

Mary E. Allen, the decedent’s wife and executor of his estate, appeals from a judgment of the district court, following a jury trial, setting aside the decedent’s May 1980 will on the grounds of undue influence.

The decedent, Duane Allen, was married for twenty-eight years to Belva Allen until her death in 1970. Belva and Duane had two children, Fred and Edith (“Louise”) Boehm. During this marriage, Duane and Belva acquired a 120-acre farm on the outskirts of Cedar Falls, which Duane acquired free and clear in 1973 (hereafter “Black Hawk County farm”). Early in the 1970’s, Duane inherited a farm in Lucas County from his father.

Following Belva’s death, Duane’s life-style began to change. In September 1972, Duane met the defendant, Mary Allen, who was a barber at a hotel frequented by Duane. In October 1972, Mary moved to Duane’s farm with her two children from a previous marriage. On November 10, 1972, Duane and Mary were married. At the time of the *783 marriage, Mary had little property and had a mortgage on her ear and barbershop.

In 1975, Duane drafted a will leaving 40 acres of his Black Hawk County farm and all his personal belongings to Mary, with the rest and residue to his two children, Fred and Louise Boehm. This included the remaining eighty acres of the Black Hawk County farm plus the Lucas County farm Duane inherited from his father. In 1976, Duane executed a new will, based on his sale on contract of the Lucas County farm. The 1976 will carried out all the provisions of the 1975 will, except that Duane left his interest in the real estate contract to his children rather than the real estate.

In 1979, Duane retired as a bricklayer. Duane had been suffering from arthritis since his early years, and it was severe enough that he was eligible to receive Social Security benefits.

On January 29, 1980, Duane and Mary went to Robert Dieter, an attorney, regarding information for the drafting of the wills. According to Dieter’s notes, Duane discussed the possibility of leaving all of the Black Hawk County property to Mary for her life, with the remainder to his children in equal shares. The notes on Mary’s proposed will indicated that she wished to set up a trust for the benefit of her children with some mineral rights she had inherited constituting the corpus of the trust, and the rest going to Duane. These wills were never executed.

On March 20,1980, Mary made an appointment to see Dieter regarding the drafting of their wills. According to Dieter, Mary appeared at the meeting alone, and indicated that she and Duane wanted simple wills leaving their entire estate to each other and the balance to each of their respective children. On May 7, 1980, an appointment was made for the execution of the wills. Dieter testified that because of the facts regarding the preparation of the wills, he was particularly careful in determining that Duane understood the nature of his wills and their legal consequences. Dieter testified that Duane repeatedly noted that the new will was the way he wanted his property to be distributed. The wills were subsequently executed.

In July 1981, Mary and Fred (Duane’s son) committed Duane due to his severe alcoholism. According to the emergency room medical record, Mary stated that the alcohol abuse had been ongoing for two years. Fred testified that the problem had been ongoing since the late 1970s, but that his father had been skilled in masking his alcohol intake such that his own family did not always know he had been drinking. Fred and his sister, Louise, and their spouses testified to specific examples of conversations with Duane, which later Duane could not remember due to his drinking.

Duane died on October 20, 1989. Fred and Louise received nothing under the will, since the Lucas County farm contract had already been paid up. Several days after Duane’s death, Mary allegedly told Fred and Louise that she had made a promise to Duane, and that she would carry it out only if they did not cause any trouble. Mary did not reveal this promise until after the present litigation had commenced. According to the terms of the promise, the survivor of Duane and Mary was to divide the remaining property equally between the four children at the survivor’s death.

After the filing of the present action by Duane’s two children, Mary purchased two certificates of deposit in equal amounts of $25,000, with each of her sons’ names as a joint owner with her. In 1991, Mary had her will changed, leaving all of her property to her two sons, leaving nothing to Fred and Louise.

Fred and Louise filed the present action on March 5, 1990, seeking to set aside the 1980 will on the ground of undue influence. On July 17, 1991, Mary filed a motion for summary judgment, which was denied by the district court. The case proceeded to trial on August 28, 1991. Following trial, the jury returned a verdict finding that the 1980 will was signed as a result of undue influence. The district court accordingly ordered the 1980 will be set aside. Mary subsequently filed a motion for judgment notwithstanding the verdict and motion for new trial, which the district court denied. Mary has appealed.

*784 I. Sufficiency of Evidence.

Mary first argues there was insufficient evidence to show that she had undue influence on Duane in drafting the 1980 will and therefore the district court erred in overruling her motion for summary judgment, motion for directed verdict, motion for judgment notwithstanding the verdict and motion for a new trial.

The motions challenge the sufficiency of the evidence to generate a jury question. In determining whether a jury question was engendered when a party seeks a directed verdict, summary judgment, or judgment notwithstanding the verdict, the trial court views the evidence in the light most favorable to the non-moving party regardless of whether such evidence is contradicted. Matter of Will of Pritchard, 443 N.W.2d 95, 97 (Iowa App.1989). This court views the evidence in the same way. Id. If reasonable minds could differ on the issue, it was properly submitted to the jury. Id. Evidence is not insubstantial merely because it could support contrary inferences. Grinnell Mut. Reins. Co. v. Voeltz, 431 N.W.2d 783, 785 (Iowa 1988) (citation omitted).

Motions for a new trial can be granted pursuant to Iowa Rule of Civil Procedure 244(f) if a jury verdict is not supported by sufficient evidence. Houvenagle v. Wright, 340 N.W.2d 783, 785 (Iowa App.1983) The trial court has broad discretion in passing on motions for new trials, and it is only when there is a clear abuse of that discretion that we will interfere with the denial of such motion. Id. A court has no right to set aside a verdict just because it might have reached a different conclusion. Id.

Our question is whether there was substantial evidence to support the jury’s finding of undue influence. If we find substantial evidence, all four of Mary’s motions will fail.

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506 N.W.2d 781, 1993 Iowa App. LEXIS 98, 1993 WL 392346, Counsel Stack Legal Research, https://law.counselstack.com/opinion/boehm-v-allen-iowactapp-1993.