Christy v. Buttman

194 Iowa 262
CourtSupreme Court of Iowa
DecidedSeptember 19, 1922
StatusPublished
Cited by3 cases

This text of 194 Iowa 262 (Christy v. Buttman) is published on Counsel Stack Legal Research, covering Supreme Court of Iowa primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Christy v. Buttman, 194 Iowa 262 (iowa 1922).

Opinion

ARTHUR, J.

-It is the claim of 'contestants, appellees here, that C. B. Christy, who had the will in question written, and who had possession of the same immediately after the death of Mrs. Angelí, was, at the time and long prior thereto, the banker, brother-in-law, and confidential adviser of testatrix, and that he, by undue influence, induced her to execute said will, making his wife, Mrs. C. B. Christy, and Mrs. Catherine Hurlbutt, sisters of testatrix, residuary legatees. These allegations present the only issue of fact' presented to the jury.

One of the principal grounds relied upon by appellants for reversal is that the verdict is not supported by and is contrary to the evidence, and that the court erred in not directing a verdict for proponents at the close of contestants’ evidence, upon proponents’ motion.

The only important and controlling question in the case is: Was there sufficient evidence to go to the jury on the question [264]*264of undue influence? Conc.ededly, -there is no direct evidence of such undue influence. The reliance of appellees is wholly upon circumstantial evidence, which consists of substantially one circumstance: namely, that C. B. Christy, who formulated the will, occupied a fiduciary relation towards the testatrix, and that his wife was one of the principal beneficiaries.

The testatrix, Mrs. Angelí, was a widow, without direct heirs. Her husband and her only child had died more than 40 years before. From the time of her bereavement until her death, she had lived in the town of Malvern, as a near neighbor to her sister, Mrs. Christy, and to her brother, Patrick Cunningham, who died shortly before the will was made, leaving the contestants herein as his only heirs at law. Mrs. Angelí lived in affectionate relations both with her sister and her brother. She had one other sister, Mrs. Hurlbutt, who lived in Wyoming, and with whom she maintained correspondence. It is undisputed that she was an intelligent, self-reliant - woman, who understood her own business and transacted the same, in the main, throughout her life. She lived alone, in her own home, comfortably, and neatly, always doing her own work,' without apparent hardship, even' to the caring for her own furnace; and this continued up to the day of her sudden death, at the age of about 76 years.

The will under attack provided for two legacies of $1,000 each, to grandchildren of her brother. It also provided for a life annuity of $300 á year to a sister-in-law, resident in Massachusetts. The remainder of the estate was divided.equally between her two surviving sisters, Mrs. Christy and Mrs. Hurlbutt. Her property consisted of somewhat more than $11,000 of personalty, in the form of bonds and cash, and a quarter-section farm, which was traversed by a railroad, and diminished in its acreage by six or seven acres, and estimated to be of an approximate value of $250 an acre. C. B. Christy, the husband of Mrs. Christy, was a banker in the town of Malvern, with whom Mrs. Angelí h@.d always done her banking. Her farm had been rented to the same tenant' for sixteen years, sometimes for cash and sometimes for grain rent. Christy'had always aided her in the matter of renting this land, as well as in marketing her grain share of rent. The family relations beween them were cordial, [265]*265and- the personal kindness of Christy in extending aid was always recognized. This is the general nature of the 'fiduciary relation upon which the contestants rely as sufficient to go to the jury. Christy was instrumental in the formulation of the will. He dictated to a stenographer the will which was after-wards executed by the testatrix. He received from the stenographer the written draft. He was not permitted to testify to what he did with it, nor to any other circumstance that involved personal transactions between him and the testatrix. The undisputed testimony, however, does show that Mrs. Angelí •herself, some days later, brought the will to the bank, and awaited for some time an opportunity to execute the same; that it was then and there duly executed, and duly witnessed by • witnesses selected by Mrs. Angelí, who were personally requested by her to sign the same as witnesses. Christy was not instrumental in the actual execution of the will. It does appear that the eyesight of Mrs. Angelí was impaired, and that she could read only with great difficulty. The same infirmity made it difficult also for her to sign her name. Her mental capacity is virtually unchallenged by any testimony, and the court withdrew from the consideration of the jury the issue of mental capacity.

The only other evidence apparently relied tipon by appellees consisted of alleged admissions made by Christy, some years prior to the execution of the will, to the effect that he had tried to induce Mrs. Angelí to make a will, and that she had refused. This evidence was received over appropriate objection. Needless to say that evidence of such admissions was not admissible as against the beneficiaries of the will; and if it were admissible, it is without any substantial significance.

The question before us, therefore, as already indicated, is the narrow one whether the alleged fiduciary relation already described was sufficient of itself to support a verdict finding undue influence. It seems to us too clear for argument that it was not. It is well settled in our cases that the existence of fiduciary relations does not, of itself, carry any presumption of undue influence, though it is always a proper circumstance to be considered in connection with other circumstances, if any.

It is to be remembered also that a distinction must be ob[266]*266served in weighing the circumstance of a fiduciary relation in cases involving transactions of purchase or gift inter vivos, and in cases involving the relations between a testator and his legatees. In other words, legatees are ordinarily, if not usually, persons who sustain close and confidential relations to the testator, by reason of ties of blood. Where the legatees are strangers in blood, the weight of the circumstance of a fiduciary relation is naturally increased thereby. Where the legatee is so related in blood as to be one of the legal heirs of the testator if he were to die intestate, the weight of the circumstance, standing alone, becomes quite negligible.

Appellees rely in their briefs on such cases as Haman v. Preston, 186 Iowa 1292; Graham v. Courtríght, 180 Iowa 394; Piddle v. Salter, 180 Iowa 840. These are all cases where the legatee was a stranger in blood, and could have taken nothing under the law, in the absence of a will. In the Gh'aham case, the legatee was attorney for the testatrix, and drew her will. We held that even that, of itself, 'was not sufficient to go to the jury on the question of undue influence. The additional and deciding circumstance was stated as follows:

“But her fortune did not exceed in value $25,000, and the bequest to appellant was one fifth of this amount, and, as he was a stranger in blood, and prepared the will, proof of these facts was sufficient to carry the case to the jury. -The strength of the inference to be drawn from such a situation depends on the facts of each particular case.”

The aid given by Christy in the preparation of the will before us was entirely consistent with his past business relations with Mrs. Angelí.' It was natural and consistent that she should have sought his add in that i*espeet, unless she contemplated provisions in her will unfavorable to her sister, Mrs. Christy. Christy himself was not a beneficiary of the will.

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Related

Cousin v. Cousin
192 F.2d 377 (Eighth Circuit, 1951)
Woodman v. Morgan
203 N.W. 298 (Supreme Court of Iowa, 1925)
Buttman v. Christy
198 N.W. 314 (Supreme Court of Iowa, 1924)

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194 Iowa 262, Counsel Stack Legal Research, https://law.counselstack.com/opinion/christy-v-buttman-iowa-1922.