Dalton v. Swain

189 Iowa 28
CourtSupreme Court of Iowa
DecidedNovember 11, 1919
StatusPublished
Cited by5 cases

This text of 189 Iowa 28 (Dalton v. Swain) 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
Dalton v. Swain, 189 Iowa 28 (iowa 1919).

Opinion

Weaver, J.

1. Wnms : abnormal nature of testator. John Swain lived to the age of about 87 years. He had been a farmer, during most of his 'adult life, was thrifty in a financial way, and at his death was the owner of 460 acres of land in Plymouth County. To him and his wife, Charlotte, who survived him, there have been born ,13 children, of whom 9 were living at the date of the will, as. Avere also 6 grandchildren, the heirs of other children, then deceased. On July 26, 1915,, Avhen about 85 years of age, John Swain executed the will Avhich is now the subject of contest. It Avas draAvn by experienced counsel, who iioav represents the proponents, and gives evidence of painstaking care and intelligence in its preparation. By its terms, his five daughters, Margaret, Ellen, Mary, Agnes, and Catherine, his son Martin, and two of his grandchi Idren, John and Mary, Avere bequeathed sums of money varying from $400 to $2,750. Of his real estate, he devised to his son Patrick 120 acres, subject to a charge of $6,000 in favor of his estate; to his son George 80 acres, subject to a charge of $2,000; and to his son Thomas another tract, subject to a like charge of $2,000. He also provided for his Avife by a devise to her of 160 acres of land, together with the residuum of his estate, after satisfying the provisions above mentioned and the payment of debts and claims properly chargeable against it. In November, he executed a brief [30]*30codicil to the will, for the purpose of identifying with more particularity the grandchildren intended to be provided for in that instrument.

On the trial of the contest, the court below withdrew the issue of undue influence from the jury, and submitted for its verdict the one question of the testator’s testamentary capacity. As usual in this class of cases, the' question thus presented is one of fact, and involves very little difference between counsel as to the fundamental principles of law applicable thereto. The record is very voluminous, filling about 500 closely printed pages; and we shall not attempt to embody it in this opinion, even in outline, except as it may seem necessary to make clear our position in disposing of the appeal. As we have said, the one issue is upon the testamentary capacity of John Swain at the date of the will, and upon this fact the finding of the jury is final, unless we are able to say, as a matter of law, that the verdict is without substantial support in the record, or that we find error to the prejudice of the proponents in the rulings of the court upon questions arising pending the trial.

I. We first consider whether the contestants’ case is so clearly without support in the evidence that the verdict in their favor should be set aside. We have to concede that there is much testimony tending to support and strengthen the usual presumption of mental soundness in the testator, and that, if the case were triable here fie novo, and the credibility of the witnesses and weight and value of their testimony were matters for our determination, some of us would be strongly inclined to sustain the validity of the will. But the function of the court in law actions is limited to the consideration and correction of alleged errors in the proceedings below, and this does not include the right or authority to correct possible errors of judgment in the jurors, if their verdict has any reasonable basis in the evidence before them.

A careful survey of the entire record convinces us that, upon the pivotal fact, the mental capacity of the testator at the date of the will, there was sufficient evidence upon which [31]*31an honest and impartial jury could find with the contestants. Stated only in a brief, general way, and giving the testimony, as we must, the more favorable interpretation of which it is fairly capable in support of the verdict, it is to be said that the jury could find therefrom that John Swain was by nature a man of violent passions and very little self-control ; that he was from his youth a user of intoxicants, a habit which increased with age; and that, during the last few years of his life, he was in an almost continual state of intoxication; that, as years grew upon him, he became indescribably filthy in his person, and indulged in practices too indecent and disgusting to be here specified; that, even at the age of 85, he frequented houses of ill fame, consorted with harlots, and contracted syphilis; that he abused and cursed his wife, and called her a whore; was exceedingly profane, angry, and abusive, without cause; that he had attacks of dizziness and pain in the head; that he would weep, without any apparent cause; that he would pound the table and chairs -with his fists; that he would, at times, leave the house in cold weather, dressed only in his underclothes, bareheaded and'barefooted; that, on the day he executed the will, and on the day before, he drank large quantities of whisky, was sleepless during the night before, and was intoxicated when he left his home to execute the will. There was still other evidence, which we need not repeat, along the familiar lines of proof pursued in cases of this character, having more or less tendency to show advance in senile weakness and mental decay which sometimes mark the progress of old age.

Altogether, we think, as already indicated, that to hold that these things, if believed,- are insufficient to take the question of the testator’s testamentary capacity to the jury, would be a clear invasion of the province of the jury. We use the words “if believed,” because it is within the province of the jury to believe that to which the court, if a trier of facts, might not give any credit. The writer of this opinion, speaking for himself only, would hesitate long to give credit to the story of any son or daughter who comes [32]*32into a court of justice and, to secure a larger share of a father’s estate, is willing to brand him as a filthy degenerate or an insane beast. We read in the Good Book that, when Noah, far gone in senility and drunkenness, lay helplessly exposed to the scorn and contempt of the passing crowd, his two sons, Shem and Japheth, hearing of his condition, caught up a garment which they carried over theii> shoulders, and, walking backward, covered their father’s shame, and themselves “looked not upon his nakedness;” and it is little to the credit of this day and generation to reflect that, had Shem and Japheth been reared under modern conditions, when reverence is swallowed up in greed, instead of uniting to shield their father’s góod name and fame, they would have rushed to summon witnesses and a photographer, to preserve the sorrowful picture as evidence for use in contesting the old gentleman’s will.

But the facts in the present case were all before the jury, and we must respect its verdict. We cannot say that it is an unreasonable finding. It is true that a man may be a drunkard, and yet not necessarily incapable of making a valid will. He may be grossly, immoral and filthy, and still not be of unsound mind, in the legal sense of the word. He may be quarrelsome or abusive or profane or eccentric, and yet not necessarily incompetent; but, Avhen we find very many of these characteristics uniting in a single character, and add thereto the testimony of experts that such a showing indicates a loss or decay of mentality, a verdict to that effect by the jury cannot be disregarded.

II. Assuming, then, that the case made by the contestants was sufficient to take the issue of fact to the jury, we Ixave next to inquire whether any substantial error is disclosed in the rulings of the court upon the trial.

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Bluebook (online)
189 Iowa 28, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dalton-v-swain-iowa-1919.