Dolan v. Henry

189 Iowa 104
CourtSupreme Court of Iowa
DecidedMay 22, 1920
StatusPublished
Cited by9 cases

This text of 189 Iowa 104 (Dolan v. Henry) 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
Dolan v. Henry, 189 Iowa 104 (iowa 1920).

Opinion

Ladd, J.

question as'7 competency511’ James Henry died February 21, 1916, at the

age of about 82 years, survived by five children, the contestants and John Henry, one of the proponents. The other proponents are the sons of John, the grandsons decedent. The latter’s wife departed this life intestate, about 40 years previous to the death of her husband, seized of 160 acres of land, and he had never remarried. At that time, their youngest child, Katherine, who ivas subsequently married to one Dolan, was 2% years old, and the eldest child, William, was about 11 years of age. Decedent then owned 80 acres of land, AVhich subsequently Avas sold by him to his daughter, Maggie Harrington, in payment for Avhich he received [106]*106money and the conveyance of her interest in the realty left by her mother. This, with the one-third interest he had inherited from his deceased wife, left him owner, at the time of his death, of 7/15 of the 160 acres, and' of 100 acres north of Fairfax,, which he had since purchased; and he had personal property, consisting of a horse and deposits in several banks, amounting to about $6,000. The paper purporting to be his last will and testament, made December 22, 1915, after directing the payment of funeral expenses and the erection of a monument, provided that his property should pass “to my five children, subject to the following items and conditions, to wit: First: I bequeath all of my real estate, including, my seventy acres in Section nineteen (19), Fair-fax Township, and also including my farm of a fractional one hundred acres lying north of Fairfax to my son John and his sons as follows: my son John is to have the use and crops, rents, etc. from the land during his lifetime. At his, John’s death,, his sons shall have the'use, crops, etc. during their lifetime. However, the land is not to be sold or incumbered during the lifetime of my son John or his sons. Second: To my son William, I bequeath the sum of five hundred dollars ($500.00), said sum to be held in trust for him and he to have the income derived therefrom. At his death, the principal to revert to my estate to be diverted as the personalty among my daughters, and also subject to the conditions under which my daughters receive their respective portions of my estate. Third: All the balance of my personal property, including my cash, notes, money in bank, stocks, rents,, amounts due me, etc. are to be divided among my daughters as follows and subject to the following terms: (a) To my daughter Maggie Harrington I give one third of .the personalties and money mentioned and set out in Clause three preceding, (b) To my daughter Katherine Dolan I give one third of my personalty mentioned and set out in Clause three preceding, (c) To my daughter Nellie Horrigan, I bequeath one third of my personalties mentioned and set out in Clause three preceding, said one third to be held in trust for her and she to have the interest [107]*107and income derived therefrom during her lifetime and at her death her one third shall revert and be divided equally among the three children, John, Maggie and Katherine.”

His son John was designated to act as executor. There is no controversy b.ut that the evidence was insufficient to sustain a finding, were it made, that the Avill was the product of undue influence. Contestants contend, however, that the court erred in ruling that the evidence Avas insufficient to raise an issue as to whether the deceased was of unsound mind when he signed the paper purporting to be a last will and testament.

I. Some details are essential to a correct understanding of the relations between deceased and his children, as bearing on the fairness of the Avill. William Avas past 53 years of age, at the time of the trial, had. never been, married, had left home Avhen 15 or 16 years of age, had lost one arm, when about 22 years of age, and, 9 or 10 years previous to decedent’s death, Avas in some way dragged, so as to dislocate his hip joint, after Avhich he Avas a helpless cripple, and, at the time of the trial, Avas without means, and was making his home Avith his youngest sister, Katherine. He had never received any rent or income from his undivided 2/15 of the 160 acres Avhich he had inherited from his, mother, and conveyed such interest to John in 1910 for a consideration of $3,000, Avhich must have been expended thereafter in caring for himself. Katherine, the youngest child, married, Avhen about 32 years of age, and had five children. Her husband, Dolan, Avas a fireman in Cedar Rapids, and their only property, at the time the alleged will Avas made,, Avas a home, valued at $3,500, with an incumbrance of $1,000. She had participated in keeping house, worked in the field,' husked and ploAved com, pitched hay, harrowed, cultivated, put in oats, shocked grain, milked cows, done chores, and helped in farm work generally which ordinarily is done by men, besides -housework, save when attending school in Cedar Rapids during three terms, and teaching one year.- When her father purchased the 100 acres north of Fairfax, in abput 1900, she accompanied -him [108]*108to that farm as housekeeper, and did outdoor work, as described, during four or five years,, until her marriage. His daughter Nellie had assisted her father in all matters about the farm, as did Katherine, until her marriage, at 29 years of age; and, after her husband’s death, she returned to his home on the 100 acres, where she remained about 3*4 years, until after Katherine had left, when she married her present husband, Horrigan, and is now living on- 80 acres of land which she owns, subject to a mortgage of $1,400, which is fairly well stocked. Margaret lived at home, save when attending school and teaching about six years, until about 28 years of age, when she married one Harrington. About 1905, she purchased the 80 acres of decedent, as heretofore stated,, and it appears that she has four children and an intemperate husband. John Henry has lived, with the exception of a few months, on the 160 acres all his life. From the time decedent moved to the 100-acre farm, he had enjoyed the use of the premises, without accounting therefor to his brother and sisters or father, except, possibly, the rent for one year, until the settlement in 1910, when he acquired the interest of all except that of decedent, which included the share of Mrs. Harrington, paying each of his two sisters and William $3,000 therefor. His realty is incumbered for something over $5,000, and he is indebted about $1,000 besides. His personal property is quite sufficient to offset the indebtedness. He was married in 1903, and has six children. Decedent made his home with John during the last 6 or 7 years of his life.

Wills : unnatural distribution as bearing on mental competency. From this recital it is manifest that John had no claim on the decedent’s bounty superior to that of any other of his children, and a much smaller claim than had William. True, the latter-had left home at 15 or 16 years of age, and John swore that: “He returned one time,, when he got hurt, 9 or 10 years ago, I think; and, up until that time, he hadn’t been home for over 30 years. If he was at home, I never saw him. He used to go to the neighbors’ and to Bolaaids’ and stay there, but he never [109]*109came to our house The time he got hurt was the oniy time he came to our house before my father died. The last time he came back, he didn’t come to our house; he was around there, and to Mrs. Harrington’s and to Mrs. Horrigan’s, I guess, and to Cedar Rapids, but didn’t come home.

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Bluebook (online)
189 Iowa 104, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dolan-v-henry-iowa-1920.