Hart v. Lundby

137 N.W.2d 642, 258 Iowa 46, 1965 Iowa Sup. LEXIS 703
CourtSupreme Court of Iowa
DecidedOctober 19, 1965
Docket51721
StatusPublished
Cited by15 cases

This text of 137 N.W.2d 642 (Hart v. Lundby) 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
Hart v. Lundby, 137 N.W.2d 642, 258 Iowa 46, 1965 Iowa Sup. LEXIS 703 (iowa 1965).

Opinion

Snell, J.

This is an action at law to set aside the probate of a will. Plaintiffs alleged lack of testamentary capacity and undue influence.

Julius M. Moore, a widower, age 74, died May 3, 1960.

An instrument designated Last Will and Testament of Julius M. Moore was filed for probate in Lucas Co'unty.

Objections to probate were filed, subsequently withdrawn without prejudice and decedent’s will was admitted to probate on September 20, 1960.

On May 5, 1962, this action praying that probate of the will be set aside was filed. The case proceeded to trial in February 1963. Following the introduction of plaintiffs’ testimony the trial court sustained defendants’ motion for a directed verdict, dismissed plaintiffs’ petition and .confirmed the instrument as the Last Will and Testament of the decedent. Plaintiffs have appealed.

*49 There is no question before us as to the due execution of the will. The questions presented are the propriety of the trial court’s direction of the verdict against plaintiffs, the judgment thereon, and the correctness of rulings on admission of evidence.

Decedent was born in December 1885. He was an orphan and spent his early years in an orphan’s home. He had never' been adopted and his true name was Thompson, but for many years he had used the name Moore. Why he used the name Moore rather than Thompson does'not appear. His brothers and sisters used the name Thompson.

Mr. Moore had been an operator and later a depot agent, first at Beech and later in Chariton, Iowa, until he retired in 1950 at the age of 65.

Plaintiffs offered testimony that decedent’s right kidney was removed in 1918 or 1920. An objection to this testimony was properly sustained, as necessarily based on hearsay, calling for an opinion and conclusion and as too remote in point of time. It appeared that the witness offering this testimony would' have been between two and four years old at the time of such surgery. There was absolutely nothing in the record to connect surgery in 1920 with the decedent’s testamentary capacity in 1958.

Questions propounded to the same -witness as to decedent’s surgery in the middle 1930s were objected to. The objections were properly sustained as too remote.

In 1935 decedent had surgery for a duodenal ulcer.

In 1944 decedent had a skin cancer removed from his right leg which following X-ray therapy required skin grafting.

All of this testimony was excluded as- too remote. At no place in the record do we find any testimony whatsoever connecting these previous physical disabilities with the decedent’s testamentary capacity in 1958. The evidence was properly excluded.

Testimony offered by plaintiffs as to decedent’s stomach’ ulcer in 1954 was also properly excluded for the same reason.

Decedent’s attending physician in Chariton was Dr. Albert Yocum. Doctor Yocum had attended decedent for a number of years. The doctor testified as to the hospitalization of decedent from January 15, 1958, to January 27, 1958. Decedent was suffering from gastric hemorrhages. At that - time decedent was *50 disoriented and in delirium for three or four days and while in delirium was restrained with a sheet. The doctor testified that the delirium was caused by lack of blood. Decedent improved and was released.

Dr. Samuel Zoeckler, a specialist in internal medicine in Des Moines, cared for the decedent in Iowa Methodist Hospital in March 1960. The doctorls examination, objective and subjective, and tests confirmed a diagnosis of arteriosclerotic heart disease and chronic duodenal ulcer. Decedent improved and’ was discharged March 19, 1960.

Decedent was again attended by Doctor Zoeckler and readmitted to the hospital on April 25, 1-960, and died on May 3, 1960. Cause of death was uremia secondary to prostatic gland disease and the arteriosclerotic heart disease.

The doctor testified that there was a distinction between cerebral arteriosclerosis and arteriosclerotic heart disease and that there was.nothing in the doctor’s record to show cerebral arteriosclerosis. The doctor also testified that as far as he was able to tell decedent was well oriented at the time.

It is significant that no doctor who had ever attended decedent up to the time of his death testified to anything to show-mental incapacity, except for the few days in January 1958 when, because of his illness, decedent was in delirium.

The hospital records compiled coincident with the decedent’s first hospitalization in Iowa Methodist Hospital in March 1960 have an entry under the heading “Pertinent Family History” that the patient was an orphan and knew nothing about his parental background. Plaintiffs argue that this is of some significance. We-do not agree.- It appears without question that the decedent was an orphan and there is nothing in the record to indicate that he ever did know anything about his parental background. The lack of such information has- no probative value whatsoever as to- his testamentary capacity.

- It would appear that in some ways decedent was not a kindly man. His wife had been mentally deteriorating for many years and there Avas testimony that decedent had been inconsiderate and unkind in his treatment of his wife. However, there Avas no evidence of any sudden change in this particular. His *51 wife died before decedent’s will was executed and there is ho evidence that his former treatment of his deceased wife was in anyway related tp decedent’s 'téstaméutary capacity when he made his will.

Decedent’s wife died at home while decedent was hospitalized in January 1958 and decedent, wás too ill to attend her funeral.

In August 1955 because of Mrs. Moore’s condition Mrs. Wilma Foster was employed by decedent as a housekeeper and to, care for Mrs. Moore. Mrs. Foster remained as housekeeper until after decedent's death in 1960. There was testimony by plaintiffs, corroborated somewhat by a neighbor, that the care afforded Mrs. Moore was not good. However, it is significant that not a single neighbor, associate or acquaintance offered a word of testimony or opinion indicating that decedent was lacking in testamentary capacity or in a single one of the elements necessary for testamentary capacity..

. Decedent, survived his .brothers and sisters. In 1954 by testamentary devise and bequest decedent inherited .over $60,000, from a deceased .sister. Decedent.had two- daughters, plaintiff, Mrs. Juanita M. Hart and Mrs., Olga Lundby, one of the .defendants. From the proceeds of the sister’s. estate decedent bought United States Series E Bonds for. Mrs. Lundby, and her two children at a cost of $22,500. He also bought bonds costing $7500 for the two children of Mrs. Hart. The, gifts so made did not represent a per stirpes or per capita distribution by way of gift nor did "they constitute equivalence between the two daughters and, their children. •

As noted,-supra, decedent was hospitalized for about ten days in January 1958.

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Bluebook (online)
137 N.W.2d 642, 258 Iowa 46, 1965 Iowa Sup. LEXIS 703, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hart-v-lundby-iowa-1965.