Gregory v. Proffit

31 N.W.2d 899, 239 Iowa 463, 1948 Iowa Sup. LEXIS 305
CourtSupreme Court of Iowa
DecidedApril 6, 1948
DocketNo. 47210.
StatusPublished
Cited by2 cases

This text of 31 N.W.2d 899 (Gregory v. Proffit) 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
Gregory v. Proffit, 31 N.W.2d 899, 239 Iowa 463, 1948 Iowa Sup. LEXIS 305 (iowa 1948).

Opinions

MulroNey, C. J.

An instrument purporting to be the will of J. W. McKissick, deceased, was accepted for probate and, pursuant to the nomination in the will, Ralph Yer Meer was appointed executor of his estate. The second paragraph of the will provided:

“I give, devise and give to my niece Carrie Proffit and to Minnie Kathryn Janse all my property of every kind and character, and wherever located, share and share alike absolutely and in fee simple. I made this provision for Minnie Kathryn Janse as compensation for services she has rendered me and for which she has not been paid.”

On March 15, 1947, plaintiff, Mrs. Mary Gregory, filed her petition at law, against the executor and the two beneficiaries named in the will, alleging testator was her putative father; that testator did not at the time of signing said instrument possess sufficient mental capacity to execute a will; and that the purported will was the result of the undue influence exercised over the testator by the two named beneficiaries.

The trial resulted in a directed verdict for the defendants, at the close of plaintiff’s evidence, on'the ground of insufficiency of the evidence to establish the allegations of lack of testamentary capacity, and undue influence. Plaintiff appeals.

*465 I. The issue as to the sufficiency of the evidence requires a recital of the testimony of plaintiff’s witnesses. The sufficiency of the evidence upon the issue of whether testator was the father of plaintiff was not challenged in the motion for directed verdict and it is conceded here the evidence was sufficient upon that issue.

J. W. McKissick was a farmer in Mahaska county. He married Anna Beal who, with her child, died in childbirth in 1914. He did not remarry. Prior to his marriage, when he was living with his parents, plaintiff’s mother, Cleo Dunwoody, worked in his parents’ home. On January 7, 1908, Cleo Dun-woody gave birth to contestant, and there was ample evidence in the form of admissions and declarations of testator to establish his paternity of plaintiff. There was testimony that in 1921 when Cleo Dunwoody was pressing him for support money for plaintiff, then about seven years old, he agreed, with plaintiff’s mother that if she would forego suit, he would leave all of his property to his daughter, and other testimony where he stated he would not ever make a will.

In 1944 testator retired and moved to Pella. He had been in ill health since before he retired and when the widow who had been taking care of him died, he went to Oskaloosa to the home of his sister, Mrs. DeWitt, for about ten weeks. He then went back to Pella to a house he had bought, and lived there until he died on September 29, 1946, at the age of seventy-three years, leaving an improved eighty acres of land and personal property valued at $21,328.71. The record indicates the Pella property was deeded to Minnie Janso before he died.

On September 16, 1946, thirteen days before he died, the two beneficiaries under the will and testator arrived at the office of an attorney in Oskaloosa. and the testator asked the attorney to draw his will. The attorney said there was talk among all three while they were in his office but his talk was with the testator, and die stated: “In telling me what he wanted to do he would turn to them occasionally and say ‘How does that sound to you f Does that sound alright f ” When there was talk in the attorney’s office about money in the safe-deposit bos the testator said to Minnie Janse: “You have the key to it” or “You know where the key is.” The attorney told them he had *466 no girl in the office at that time and they would have to return in the morning. The nest morning testator returned with Carrie Proffit, and the attorney, who had the will prepared from his notes taken on the previous day, had a private conversation with deceased. The attorney stated deceased told him of some trouble he had had in the past with a woman and that the woman had a child and that he wanted a will that could not be broken. Carrie Proffit was then called into the attorney’s private office and the will was either handed to Mrs. Proffit to read or the attorney read it to her and testator asked her. “Does that suit you? Is that the way you want it?” and she replied: “It is your affair, not mine. If it suits you it is alright.*’ The will was then executed in the attorney’s office, after testator’s renter and his wife were summoned to witness' it.

Mrs. Carrie Proffit, who lived in Missouri, was testator’s niéce. Minnie Janse was not a relative but there was testimony that she had been “going with” testator .for about twenty-two years. Mrs. DeWitt, testator’s sister, was a widow receiving old-age pension and testator had another widowed sister and nine other nieces and nephews living at the time of the execution of the will.

Two doctors who operate the Mercy Hospital in Oskaloosa testified that testator had been a patient at their hospital for several years. He was not a patient in the hospital but they treated him in their office in the hospital. They treated and observed him on September 13, 16, 18, 20, 23, and 25, 1946, and they stated that on these dates he was very sick and was suffering from senile dementia, asthma, heart trouble, and pernicious anemia in the relapse stage, and hardening of the arteries. They said he had difficulty in breathing and complained of pain in his chest and he was in extreme physical and mental distress, very nervous and restless, and in a weak condition. They said he repeatedly asked the same questions, lacked mental composure, could not remember recent events, could not understand their questions and was always accompanied on trips to their office. They said he did not appear normal, that he was irritable, very pale in color, very apprehensive, and had to support himself when standing with a cane, or lean against *467 something solid, and his mind did not seem to grasp or assimilate. They testified he had been suffering from pernicious anemia for several years and that his mental sickness was progressive and a permanent disease and that in their opinion he was of unsound mind on all dates between September 13 and September 25, 1946.

Mrs. DeWitt testified to many peculiar actions of the testator when he lived in her home for ten weeks in 1946. She also saw him the day the will was planned in the attorney’s office, and the date it was executed. She stated:

“James McKissiek came to my home in OskaLoosa on September 16, 1946. Mrs. Proffit and Mr. Proffit were with him. He sat there with his hat pulled over his face. He cried. Tears rolled down his cheeks. He was at my home on September 17, 1946 * * * There was something unusual about his talk that day.”

She said they did not tell her he was in Oskaloosa to make a will and she stated she was of the opinion that he was of unsound mind on September 17, 1946.

Three days before testator died, Mrs. DeWitt went to Pella to take care of him. While she was there Minnie Janse came to the house each day after four o’clock. She said Minnie Janse gave her orders to keep the doors locked and not let anyone in and every day when she came, she asked “Who’s been here today?” and that she was angry when she learned someone had been there during the day. She said that testator “acted like a child. He was influenced.

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Related

In Re Grahlman's Will
81 N.W.2d 673 (Supreme Court of Iowa, 1957)
In Re Estate of Meyer
37 N.W.2d 265 (Supreme Court of Iowa, 1949)

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Bluebook (online)
31 N.W.2d 899, 239 Iowa 463, 1948 Iowa Sup. LEXIS 305, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gregory-v-proffit-iowa-1948.