Gates v. Cole

115 N.W. 236, 137 Iowa 613
CourtSupreme Court of Iowa
DecidedMarch 11, 1908
StatusPublished
Cited by35 cases

This text of 115 N.W. 236 (Gates v. Cole) 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
Gates v. Cole, 115 N.W. 236, 137 Iowa 613 (iowa 1908).

Opinion

Sherwin, J.

Matilda Oole, the testator, died in December, 1905, leaving surviving her a son, David A. Cole, one of the defendants herein, and her daughter, Nancy C. Gates, one of the plaintiffs. Tim other plaintiffs are grandchildren of Matilda Oole. The deceased was the widow of Mathew E. Cole, who died intestate in 1887. After the death of her husband, Mrs. Cole continued to reside in the family homestead, and died there in December, 1905. She had lived where she died for about fifty years. The will in question was executed on the 29th day of June, 1903, and at that time she was past seventy-five years of age. One witness testified that she was then seventy-six and another that she was seventy-nine. Her death resulted from a fractured hip. After her death, the will in question was duly probated, and thereafter this action was brought to contest its validity; the contestants alleging undue influence on the part of the defendant, David A. Cole, and his «wife, Martha, and also the, mental incapacity of the testator at the time the will was made. The jury, in answer to special interrogatories, found both mental incapacity and undue influence. As the finding on each of these issues is vigorously assailed, and as we believe the evidence wholly insufficient to support either, we shall review the evidence upon which the contestants chiefly rely for an affirmance. Mathew E. Cole, the testator’s husband, was a farmer and died intestate, the owner of two hundred and forty acres of land. This land was subsequently partitioned in hind; the widow receiving one hundred and twenty acres, the two living children forty acres each, and the widow and- children of a deceased [615]*615son the remaining forty acres. Still later the widow, Matilda Cole, sold and conveyed forty acres of the land which she had received to her son, David A. Cole, who is a defendant herein, and forty acres to one Harris, so that, at the time of the execution of her will and at the time of her death, she owned hut forty acres of the land, which she had originally acquired by the partition proceedings. This forty acres she devised to David A. Cole and the rest of her estate, consisting of personal property of the value of about $2,000, she left to her daughter Nancy, to the children of a deceased son, and to a young man whom she had raised. At the time of his father’s death, as we understand the record, David was residing in Webster county, but soon thereafter he moved to Boone county, and settled on the forty-acre tract that he had obtained from his mother, and near her residence, where he lived until her death. He and his family were at his mother’s home very often, and during the last few years of her life he transacted most of her business for her, and looked after her affairs generally. The evidence is practically conclusive that Mrs. Cole relied greatly and naturally upon David and his family,' and that she often expressed her appreciation of their kindness and work in her behalf.

1. Wills: undue enfluence: burden of proof: evidence. The contestants rely upon this close relationship and upon a few particular transactions to support their claim of undue influence. As to the latter, the record discloses that Matilda Cole gave the husband of one of her grailddaughters permission to draw wood across a forty of her land which was at the time rented to her son David; that David objected thereto, because it would interfere with his fences, and finally excluded Harris. At another time David induced his mother to kill only two hogs, in place of three, for her winter supply of pork. He suggested to his sister Nancy that his mother’s house “ be cleaned up a little.” He asked one Bedenbaugh, who seems to have been making the old lady an extended visit on the strength of his former courtship of a [616]*616daughter, to depart, telling him at the time that his mother’s maid threatened to leave if he did not. It was also shown that Matilda Cole gave a young maid a pair of stockings, with the request that she say nothing to David about it. At another time she gave a friend $1, and asked her maid not to tell her son.

The contestants’ most serious claim relates to the time when the will in question was made, and to the circumstances surrounding its execution. Matilda Cole lived about seven miles from Boone, and on the day in question she was taken there by David and his wife for the purpose of making a will. Mr. Crooks, of counsel for the appellees, was an old acquaintance and had drawn one will for her, and, when they reached Boone, she suggested that he be employed for that occasion. David, however, suggested that she go to the office of. Mr. G'oodykoontz, because it was nearer, and because Mr. Crooks was deaf. His mother readily acquiesced in the suggestion, and she was accordingly helped to the office of Mr. Goodykoontz, where the will was drawn at her instance, and as she dictated, and where 'it was signed by her and duly witnessed. While counsel for appellees make the claim that Martha Cole was present when the will was prepared by Mr. Goodykoontz, and when it was signed by the testator, and that David prepared and handed to the attorney a memorandum of what it should be, there is not a particle of evidence sustaining such claim, nor is there any evidence from which such an inference may rightly be drawn. There is nothing in the record but inference tending to show that either David Cole or his wife knew what disposition the mother desired or intended to make of her property. On the other hand, the evidence does show that she at that time acted freely and without any restraint. Undue influence must be proven by the party alleging it, and it must further be proven that it operated upon the mind of the testator at the very time the will was executed to such an extent that- the will was the result hereof. Townsend v. Townsend, 128 Iowa, 621.

[617]*6172. Same. It may be conceded that the evidence shows opportunity for undue influence; but the opportunity shown is no greater than should be present in all such cases if the child possess the love which the relationship demands, and opportunity alone is wholly insufficient to establish undue influence. Perkins v. Perkins, 116 Iowa, 253. Even advice and solicitation, no matter how insistent they may have been, will not make a will invalid unless it be further shown that the freedom of the testator’s will was overcome thereby. Chambers v. Brady, 100 Iowa, 622; Townsend v. Townsend, supra. We have given the record the consideration the case demands, and reach the conclusion that the will was not the product of undue influence.

3. same: testamentary capacity: senile dementia: evidence. On the question of the testator’s mental capacity at the time the will was executed, the case at first blush appears to present a more difficult question; but upon careful analysis of the evidence we do not think it in reality does. It is the contention of the appellees that the evidence shows senile dementia extending. over a period of several years prior to the making of the will, and, unless the evidence sufficiently sustains such contention, they have no basis for the finding-of mental incapacity when the will was made, because their testimony all relates to the testator’s condition some time before its execution.. Before we discuss the evidence upon which the contestants rely, it will be well to note what senile dementia really is. That it differs greatly both in process and progress of decay is freely admitted by all writers , on the subject.

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Bluebook (online)
115 N.W. 236, 137 Iowa 613, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gates-v-cole-iowa-1908.