In Re Burrell's Estate

100 N.W.2d 177, 251 Iowa 185, 1959 Iowa Sup. LEXIS 389
CourtSupreme Court of Iowa
DecidedDecember 15, 1959
Docket49852
StatusPublished
Cited by17 cases

This text of 100 N.W.2d 177 (In Re Burrell's Estate) 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
In Re Burrell's Estate, 100 N.W.2d 177, 251 Iowa 185, 1959 Iowa Sup. LEXIS 389 (iowa 1959).

Opinion

Peterson, J.

Fred F. Burrell was an active and prosperous cattle buyer in the Vinton area for about forty years. His home was in Urbana. He was a good businessman and accumulated an estate of approximately $75,000. It consisted of one-half interest, with his brother, in 603 acres of land, which was worth approximately $45,000. His home, worth about $10,000, and the remainder of the estate was cash in the bank.

In the year 1945 he had a paralytic stroke, affecting his left side. His left arm became useless and the only manner in which he could walk was by placing a brace on his left leg. The stroke did not interfere with his mental condition; however, that is the question involved in the case. He was nearly 65 and after the stroke retired from his business of cattle buying and management of his farms. He rented his one half to his brother for cash rent.

Mrs. Burrell lived until 1953 and before her death was able to give him such attention as he needed. After her death his *188 niece, Ethel Hillgeson, and her husband moved from their home across the street into his home to care for him. They lived there about fifteen months when they moved back to their own home.

Thereafter, they arranged for care by a young man, who came in the morning and evening for several months to help him out of bed and get dressed, and help him to bed. The local restaurant sent in his meals. For approximately the last two and one-half years of his life he arranged with a friend, Harley G. Lahue, to give him this attention. Mrs. Hillgeson supervised his care and whenever he wanted to go someplace on business, social calls, or for a ride she would take him in her car. This happened frequently.

On July 16, 1955, he executed the will involved in this case, leaving $500 to his great-grandson, Mark Flack, and the balance of his estate to his niece, Mrs. Hillgeson. His granddaughter, Joan Flack, who was his only heir, contested the will. Upon trial the court directed a verdict against contestant. She has appealed.

Appellant raises three questions. 1. That in its ruling the trial court failed to comply with the provisions of rule 118, R. C. P., as to separate ruling on each ground of the motion for directed verdict. 2. The trial court erred in holding as a matter of law there was not sufficient evidence to submit the question of mental incapacity to the jury. 3. The trial court erred in holding as a matter of law there was not sufficient evidence to submit the case to the jury on the ground of undue influence on the part of Mrs. Hillgeson.

I. Rule 118 provides: “A motion, or other matter involving separate grounds or parts, shall be disposed of by separate ruling on each and not sustained generally.”

The motion for directed verdict filed by proponent was divided into four sections. Section 3 was divided into paragraphs A to M inclusive. Section 4 into five paragraphs and paragraph 5 was subdivided into eleven paragraphs. While it is true there were many paragraphs in the motion, only three principal questions were covered. First, that proponent had fully met the burden of due execution of the will. Second, the evidence was insufficient as to proof of mental incapacity. Third, *189 the evidence was not sufficient as to proof of undue influence on the part of proponent.

When the ruling of the court was entered it divided its ruling into such three parts. The court discussed each part definitely and at length, and in consideration of each part or ground the court held that the motion should be sustained. After sustaining the motion as to each part, in its final paragraph the court said: “Proponent’s motion for a directed verdict and each ground and paragraph thereof separately and individually are sustained.”

The contention of appellant apparently is that a more detailed explanation was required by the court as to separate ruling on each ground. We cannot agree with this position.

The purpose of the rule is that the party against whom the verdict is directed is entitled to knowledge as to the basis for direction of a verdict against such party. Cook, Iowa Rules of Civil Procedure, Volume 1, page 752; Pansegrau v. Collins, 247 Iowa 632, 75 N.W.2d 249; Nesci v. Willey, 247 Iowa 621, 629, 75 N.W.2d 257, 262.

In Nesci v. Willey, supra, this court through Chief Justice Larson stated: “The purpose of rule 118, R. C. P., insofar as it applies to motions for directed verdict, is to enable the parties litigant to know the ground sustained by the trial court as well as to limit the issue on appeal to this court.”

In the case at bar the court not only considered each of the grounds of the motion in detail, but gave explicit reasons for its ruling as to each ground.

The trial court was sufficiently specific to comply with rule 118, R. C. P. Slight variation, if any, was not prejudicial to contestant.

II. Attorney Keith Mossman and Mrs. Phyllis Turner testified as to the due execution of the will. On their testimony the will was admitted in evidence. By agreement of the parties, John Rupp was appointed special administrator.

In view of the contest, the circumstances surrounding the execution of the will are important. On July 12, 1955, Mr. Burrell asked his niece, Mrs. Hillgeson, to take him in her car to the office of Mr. Keith Mossman, an attorney at Vinton. She stopped *190 in front of the office. Mr. Burrell, because of his physical condition, was not able to climb the stairs to the office so he asked her to ask Mr. Mossman to come down to the car. When he came, testator asked Mr. Mossman if he would come to his home in Urbana in the next few days to write a will for him. Mr. Moss-man fixed July 16 at 10 a.m. as the time at which he would be there.

On that day he drove to testator’s home with Mrs. Turner, his secretary. He took a typewriter with him. They walked into the living room and found Mr. Burrell and Mr. A. L. Hendryx present. In a few moments Mr. Harley Lahue came in. Mr. Burrell explained to Mr. Mossman that these two gentlemen were good friends and he wanted them to act as witnesses. Mrs Hillgeson was not present in the room. She was out in the kitchen. Shortly after the parties came she announced she was going next door to her parent’s home. Mr. Burrell in the presence of all four parties told Mr. Mossman what he wanted in his will. Mr. Mossman then dictated the will according to Mr. Burrell’s instructions. His secretary went out in the kitchen and wrote it on the typewriter. When she brought it back into the parlor Mr. Mossman read it to Mr. Burrell in the presence of the other three parties. Testator remarked that it was just exactly as he wanted it.

Mrs. Hillgeson came back into the kitchen just before Mr. Mossman read the will to her uncle. She, therefore, heard the contents of the will. She came into the parlor and said “Uncle Fred, are you sure this is what you want to do ?” His reply to her question was in somewhat profane language because he said: “Tour........right.” The four people present all signed the will as witnesses.

Mr. Burrell asked Mr.

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Bluebook (online)
100 N.W.2d 177, 251 Iowa 185, 1959 Iowa Sup. LEXIS 389, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-burrells-estate-iowa-1959.