Cory v. Ankeny State Bank

169 N.W.2d 837, 1969 Iowa Sup. LEXIS 858
CourtSupreme Court of Iowa
DecidedJuly 24, 1969
Docket53306
StatusPublished
Cited by43 cases

This text of 169 N.W.2d 837 (Cory v. Ankeny State Bank) 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
Cory v. Ankeny State Bank, 169 N.W.2d 837, 1969 Iowa Sup. LEXIS 858 (iowa 1969).

Opinions

MOORE, Justice.

This is a will contest case. The will being contested was dated January 18, 1965 and filed June 3, 1965 in the Polk County district court. It was admitted for probate on June 14, 1965. Contestant filed his petition to set aside probate and contest will on November 2, 1965.

Contestant alleged lack of testamentary capacity and undue influence as grounds for denying validity of the will. The court withdrew the issue of lack of testamentary capacity but submitted the issue of undue influence for jury determination. The jury returned a verdict for contestant and the [840]*840order admitting the will to probate was can-celled. Proponents appeal alleging error in overruling their motion for a directed verdict and various evidentiary and procedural errors. We affirm.

The record in this case, as is true with most will contests, is voluminous. We set forth only so much of the evidence as is necessary to a fair understanding of the issues.

The testator, Ernest C. Cory, was born March 16, 1881, died May 30, 1965 and had been married three times during his lifetime. He was married to Nellie Cory, in 1900 and divorced from her in 1917. The couple lived in Oklahoma and had two children, Albert Cory and Gladys Cory Spring, who are defendants-proponents in this action. The couple were divorced and both returned to Elkhart, Iowa. In 1921 Nellie and the two children moved to California and have lived there since. Nellie died in 1945.

In 1917 Ernest married Edna Cory and lived with her in Elkhart and later in An-keny, Iowa until she died September 19, 1963. This couple had one child, Melville V. Cory, plaintiff-contestant in this action. Testator was in the hardware business for 46 years. He retired in 1945.

On November 7, 1965 Ernest married Edith Cory. She was his wife when he died and is a defendant-proponent in this action.

Although Albert and Gladys moved to California with their mother, they were in touch with their father from time to time. Albert visited his father in Iowa in 1925, 1945, 1949 and 1964. In 1949 Albert was in Iowa and drove his father to California for a visit. Albert lived with his father and Edna, the second wife, for a winter in 1917 or 1918. He also saw his father twice in Arizona and six times in California in 1927, 1937, 1945, 1947, 1952 and 1965. On this latter date his father executed the will in question.

Mrs. Spring testified she visited her father in Iowa four times through the years. Her last visit in Iowa was in 1948. Her father visited her in California some eight or nine times. On the last visit in 1965, Ernest and Edith stayed with Gladys seven days and with Albert ten days.

In 1956 testator made a will leaving all of his estate to his then wife, Edna, if she survived him. If Edna predeceased him, the will provided the entire estate was to go to his son Melville; if Melville predeceased the estate was left in trust for Melville’s children, testator’s grandchildren. While married to Edna testator helped his son Melville by giving him a home and setting him up in the hardware business in Ankeny, (testator’s store, which he later gave to Melville, was in Elkhart).

Testator was very close to his wife Edna. After her death efforts were made by his son Melville to provide a housekeeper for testator but this effort failed.

Various witnesses testified that at about this time testator showed evidence of loss of memory, some confusion and lack of interest in and grasp of current events. Others testified he was perfectly normal. On July 9, 1964 testator signed a petition for a voluntary guardianship asking that his son, Melville, be appointed guardian. There was also reference to a trust agreement said to have been prepared after Ernest decided to remarry but before the marriage was performed. No such agreement, was produced in evidence. An ante-nuptial agreement was prepared and signed by Ernest and Edith on Noyember 3, 1964.

I. We turn first to proponents’ motions for a directed verdict and review the evidence in the light most favorable to contestant, rule 344(f)2, Rules of Civil Procedure. Proponents’ first assigned errors relate to failure to direct a verdict at the close of contestant’s evidence and failure to direct a verdict at the close of all the evidence. We consider the assignments together. If the trial court was right in its ruling on the final motion it is immaterial [841]*841whether it was right in the first ruling. Smith v. Smith, 258 Iowa 557, 562, 139 N.W.2d 453, 457, and citations.

The jury could reasonably find from all of the evidence that after his second wife’s death in 1963, Ernest Cory was a lonely man whose mental faculties were beginning to slip to some degree due to age and arteriosclerosis. There was evidence of loss of memory, some confusion and general deterioration.

Testator lived alone for a little over a year after Edna’s death. He visited his son Melville frequently and also visited the neighbors. During the winter of 1963-64 he went to a motel vacation spot in Texas as had been his custom for the past fifteen years. The owner of the motel and her employee both testified they noticed a change in Ernest after his wife died. During this stay he became homesick and unhappy. The motel operator sent for Melville to come to Texas to take him home. Dr. Nord, testator’s physician and a friend of Melville, also went to Texas. Dr. Nord testified at length as to his acquaintance with Ernest and Edna during earlier years, his observation of testator and to various specific incidents evidencing deterioration after Edna’s death. He testified decedent had arteriosclerosis and died of coronary artery disease. He was asked to express opinions both as to Ernest’s competency and susceptibility to influence. His answers were: “I think I previously stated that I thought his general demeanor was such that a progressive loss of his mental acuity over a period of several years and and I make no specific claim that in any designated length of time that he lost his competency. I think the efficiency of the mind gradually decreased. I think that will be all. * * *. In my opinion, Mr. Cory has been very susceptible to the influence of others no matter who was trying to influence him.”

Testator and his third wife had entered into an antenuptial agreement three days before their marriage under which the spouses would make no claim on the other’s property except that the wife would receive a flat $2500 from Ernest’s estate if he died within a year plus $1000 for each year he lived and the parties stayed married up to a maximum of $5000. Edith Cory, Ernest’s widow, contended this agreement was made at Melville’s insistence.

Ernest and his new wife Edith went to California shortly after their marriage. While they were there Albert Cory contacted Mr. Mathon, a lawyer, and arranged for an interview for the purpose of making a will. Mr. Mathon testified at length and told of being contacted by a Mr. Bauch, an acquaintance of his who had been selling merchandise to Albert Cory’s wife for many years. Mr. Mathon did not represent or know Albert or any of the Corys. When told the potential testator was an old man and the will might be contested, he arranged for an interview and evaluation by Dr. Brandt, a local psychologist. This resulted in an opinion that testator was competent. After the evaluation the lawyer interviewed Ernest in the presence of Edith, Albert and Josphine, Albert’s wife.

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

Related

In re Estate of Khabbaz
Court of Appeals of Iowa, 2024
State of Iowa v. David Dwight Jackson
Supreme Court of Iowa, 2024
Mendenhall v. Judy
671 N.W.2d 452 (Supreme Court of Iowa, 2003)
Lindsey v. Boddie-Noell Enterprises, Inc.
555 S.E.2d 369 (Court of Appeals of North Carolina, 2001)
Matter of Estate of Bayer
574 N.W.2d 667 (Supreme Court of Iowa, 1998)
Becker v. Schenkelberg
574 N.W.2d 667 (Supreme Court of Iowa, 1998)
Matter of Estate of Hughbanks
506 N.W.2d 451 (Court of Appeals of Iowa, 1993)
3 S Inc., Co. v. Zarek
504 N.W.2d 153 (Court of Appeals of Iowa, 1993)
Iowa-Illinois Gas & Elec. Co. v. Black & Veatch
497 N.W.2d 821 (Supreme Court of Iowa, 1993)
Matter of Will of Pritchard
443 N.W.2d 95 (Court of Appeals of Iowa, 1989)
Pritchard v. O'Harrow
443 N.W.2d 95 (Court of Appeals of Iowa, 1989)
Adkins v. ALUMINUM COMPANY OF AM.
756 P.2d 142 (Washington Supreme Court, 1988)
Moore v. Vanderloo
386 N.W.2d 108 (Supreme Court of Iowa, 1986)
Davenport v. Christensen
346 N.W.2d 530 (Supreme Court of Iowa, 1984)
Matter of Estate of Davenport
346 N.W.2d 530 (Supreme Court of Iowa, 1984)
Wernsing v. General Motors Corp.
470 A.2d 802 (Court of Appeals of Maryland, 1984)
General Motors Corp. v. Wernsing
456 A.2d 939 (Court of Special Appeals of Maryland, 1983)
Alvarez v. People
653 P.2d 1127 (Supreme Court of Colorado, 1982)
State v. Folck
325 N.W.2d 368 (Supreme Court of Iowa, 1982)

Cite This Page — Counsel Stack

Bluebook (online)
169 N.W.2d 837, 1969 Iowa Sup. LEXIS 858, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cory-v-ankeny-state-bank-iowa-1969.