Drosos v. Drosos

103 N.W.2d 167, 251 Iowa 777, 1960 Iowa Sup. LEXIS 621
CourtSupreme Court of Iowa
DecidedMay 3, 1960
Docket49979
StatusPublished
Cited by17 cases

This text of 103 N.W.2d 167 (Drosos v. Drosos) 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
Drosos v. Drosos, 103 N.W.2d 167, 251 Iowa 777, 1960 Iowa Sup. LEXIS 621 (iowa 1960).

Opinions

Garfield, J.

Gus Drosos brought this law action against the widow (Jennie) and Alex Karras, who was called a nephew, of his deceased brother William, contesting the brother’s will on the grounds of mental incapácity, undue influence of defendants and lack of proper witnessing. At the conclusion of thé trial a verdict was directed against plaintiff on the ground of insufficient evidence the will was invalid in any of these respects. From judgment thereon plaintiff has appealed.

[780]*780The principal question is whether there is sufficient evidence of (1) testator’s alleged mental incapacity at the time the will was made, or (2) that the will was the result of defendants’ undue influence, or (3) was not properly witnessed. Other questions are also presented.

William A. Drosos, the testator,, came to America from •Greece in 1910. Gus, the plaintiff, came in 1913. From about 1919 until his death March 19, 1958, at the age of 64, William operated a small grocery store in Sioux City. Gus worked in the store from 1922 until sometime in 1926 or perhaps 1928 and some thereafter. The brothers lived together until William married Jennie, 20 years younger than he, in 1944. They had no children. Gus continued to live in the small house owned by William at the rear of the grocery store. Gus had a stroke in 1949 which largely incapacitated him from work. William never asked Gus to pay rent on the house he lived in and none was paid.

William had diabetes and heart trouble. He was hospitalized March 11, 1958, for the last time. After two weeks stay there he had been released from the hospital to go to his home only a few days earlier. While at his home on March 10 he had severe pains in his left hip, probably caused by hemorrhage into the muscle. The pains continued on March 11, requiring narcotics for their relief. He was about the same on the 12th although the pain was less severe. William had a bad night on the 12th-13th and a lot of trouble speaking and swallowing. According to the hospital records, on the 13th he was speaking much better, there was no paralysis, sensations intact, “has had a small stroke, progress fair.”

On the 13th Jennie asked Dr. George G. Spellman, her husband’s physician, if William was critically ill and if she should remind him he did not have a will. The doctor advised that William should get his affairs in order and so informed his patient. After the doctor left the hospital room Jennie, asked her husband if he wanted her to call George Pappas who had been his attorney about five years. William replied he thought it would be a good idea. So1 Jennie telephoned Pappas that her husband wanted to see him at the hospital. At 7:30 that evening [781]*781Pappas went to the hospital after trying, without success, to talk to Doctor Spellman. Walter Sutherland, a partner of William in the grocery store, and Mrs. P. Margias, whose husband was a cousin of Jennie, were also in the room. Jennie had gone home to rest. Pappas asked William if he sent for him, was informed he had and that the matter was personal. Pappas then requested Sutherland and Mrs. Margias to leave the room. The lady left but Sutherland remained in the room at William’s direction.

Pappas testifies he conversed in Greek with William about an hour, William said he wanted to make a will and told the witness just what he wanted in it. Pappas relates what William told him, he made notes of the directions given him and they were received in evidence. He says the only change in testator’s normal speech is it was slower; Sutherland was the only other person present during the conversation; neither he nor the witness made any suggestion as to contents of the will; about 8:30 to 8:45 he told William he would prepare the will and return the next day and then left the hospital; he talked to Doctor Spellman by telephone twice that evening; the doctor advised having the will executed that night; Pappas then prepared the will and returned to the hospital with it about 11; Mrs. Margias and Sutherland were in the room with testator; the former left but Sutherland again remained at William’s request.

Pappas says he read the entire will to the testator; the latter noticed the will incorrectly described his home as on “S. Helen Street” rather than “N. Helen” and the mistake was corrected; William also supplied the correct street number of two other residences he owned; after Pappas read the will he handed it to the testator who looked at it and said it was his will; Pappas asked nurses to act as witnesses to the execution but they declined as contrary to hospital policy; Mrs. Margias, Sutherland and Pappas then witnessed the execution of the will; William sighed his name without assistance; only the testator and witnesses were present; Pappas sealed the will in an envelope and told no one of its contents until it was admitted to probate on [782]*782March 31; William was fully competent mentally when the will was executed.

Sutherland corroborates much of Pappas’ testimony although in less detail. He also testifies that after Pappas handed the will to William and he looked at it, William handed it to the witness and asked him to read it; also that he fed William his evening meal on the 13th, consisting of mashed potatoes, green beans, meat loaf and tea. Further, that the testator asked him if he should make a will and the witness replied it was his own personal business. He thought William was mentally alert and of sound mind.

Doctor Spellman testifies at some length, in part from the hospital records. He says the last time a narcotic was administered to William before the will was executed was at 5 a.m. March 12 — for relief of pain; its effects would wear off in three hours; at 3:30 and 7 p.m. on March 13 he stood at the side of his bed, with help, to void his urine; the witness saw him in the forenoon and in the evening about 9:30; William conversed with the witness; his speech was somewhat slurred; he knew what he wanted to say but had difficulty putting it in words; he said he wanted to make a will; he knew what was going on; his intellect was all right; he was mentally competent on the evening of March 13th and the next morning; on the 14th William was a little worse and failed thereafter until he died from a stroke on the 19th.

The will leaves his wife testator’s home, his bonds and two bank deposits; also a half interest in testator’s share of the grocery business, a like interest in a rental property, the contents of his safe at the store and any property not otherwise disposed of. (It is not shown there is any such other property nor does the value of the contents of the safe appear.) The remaining half interest in this rental property and share of the grocery business, together with the store building and small house at the rear thereof, are left to defendant Alex Karras. A bank account of $2141.87 is left to plaintiff. The will nominates the wife, Jennie, as executrix without bond.

The will nominates Mr. Pappas as attorney for the estate and directs him to collect a note signed by Thomas Pappas (not [783]*783related to the attorney) and pay the proceeds to Jennie. The attorney was unable to collect the note. The will contains this provision, directed to Jennie and Alex, regarding the grocery business: “ ‘I request that they retain * * * Walter Sutherland in the same capacity and profit sharing plan now in operation.’ ” Because of these provisions plaintiff contends Pappas and Sutherland could not legally witness the will.

Alex Karras is a son of a first cousin of William.

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Drosos v. Drosos
103 N.W.2d 167 (Supreme Court of Iowa, 1960)

Cite This Page — Counsel Stack

Bluebook (online)
103 N.W.2d 167, 251 Iowa 777, 1960 Iowa Sup. LEXIS 621, Counsel Stack Legal Research, https://law.counselstack.com/opinion/drosos-v-drosos-iowa-1960.