In Re Estate of Cocklin

297 N.W. 864, 230 Iowa 415
CourtSupreme Court of Iowa
DecidedMay 13, 1941
DocketNo. 45604.
StatusPublished
Cited by7 cases

This text of 297 N.W. 864 (In Re Estate of Cocklin) 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 Estate of Cocklin, 297 N.W. 864, 230 Iowa 415 (iowa 1941).

Opinion

*416 Mitchell, J.

Lewis A. Cocklin died a resident of Griswold, Cass County, Iowa, on August 10, 1940.

He left a surviving spouse but no direct issue and left as his heirs at law his brothers and sisters of whom Fannie Watkins is a sister. She is also the contestant.

From and including September 25, 1939, to and including February 3, 1940, the decedent executed three wills, which will be hereinafter referred to as the September Will, the December Will and the February Will. The December Will was executed in December 1939. The February Will was executed on February 3, 1940. Harvey Cocklin, a nephew of the decedent destroyed the September Will-and the December Will on the 6th or 7th of February, 1940 by tearing them into small pieces and placing them in the furnace in the Oil Burner Factory at Griswold, Iowa.

A copy of the September Will was filed with the Clerk of Court on January 6, 1941 and a copy of the December Will was filed with the Clerk of Court on January 3, 1941.

Notice of hearing on the probation of - the February Will was given in compliance with an order of court and the hearing-set for August 16, 1940, at which time the contestant, Fannie Watkins filed her objection thereto.

On January 8, 1941, the contestant filed her amended and substituted objection to probate of.tlie February Will, alleging that Lewis Cocklin was of unsound mind at the time the will was executed, and that undue influence was exercised by certain individuals upon the testator.

On the same day Fannie Watkins filed a cross-petition. It is in two counts, the material parts of which are as follows. We quote:

“That on or about the 8th day of December, 1939, the exact date of which is not known to your petitioner, the said Lewis A. Cocklin executed a will, a copy of which, except for the date thereof, is hereto attached as Exhibit ‘A’, and by this reference, incorporated into and made a part hereof.
a* * *
“That your petitioner is informed and believes that the will of December, 1939, last above referred to, was destroyed *417 on or about tbe 6th or 7th day of February, 1940', by the said Harvey Cocklin by tearing same into small pieces and placing them in a furnace in an Oil Burner Factory in Griswold, Iówa.
“That your petitioner is informed and believes that the destruction of the will of December, 1939, as above set out, did not constitute a valid or legal destruction, revocation or cancellation thereof.
‘ ‘ That at the said time of the destruction of the will of December, 1939, as above set out, the said Lewis A. Cocklin was mentally incompetent to destroy, revoke or cancel same and was mentally incompetent to authorize its destruction, revocation or cancellation by Harvey Cocklin or anyone else.
“That your petitioner is informed and believes that the destruction of the will of December, 1939, above referred to, was brought about by fraud, duress, coercion and undue influence exercised upon the said Lewis A. Cocklin by Harvey Cocklin and C. T. Cocklin as a part of the transactions in procuring the will of February 3, 1940, as above set out in the Objections to Probate of Will of February 3, 1940, which objections, by this reference, are incorporated into and made a part of Count 1 of this Cross-Petition as though fully set out herein.
‘ ‘ That your petitioner, upon information and belief, alleges that the will of December, 1939, above referred to, is not the last will and testament of the said Lewis A. Cocklin, deceased, for the reason that the said Lewis A. Cocklin was of unsound mind and mentally incompetent to execute same at the time of its execution, but in order to avoid a multiplicity of suits or in order to determine in one suit, whether or not the said Lewis A. Cocklin died testate or intestate your petitioner offers said will of December, 1939, for probate.
“Wherefore, your petitioner respectfully asks the Court to fix the time and place and prescribe the notice to be given on the hearing on the probation of the will of December, 1939, and that at said hearing, the validity or invalidity of said will of December, 1939, be adjudicated.”

The allegations of Count 2 of the cross-petition are the same except that it refers to the September Will.

On January 20, 1941, the proponents filed a motion to strike *418 wherein they asked that the cross-petition of Fannie Watkins, wherein she offers the September Will and the December Will for probate, and all related matters thereto, be stricken.

On February 3, 1941, the trial court filed his ruling on the motion to strike wherein he sustained said motion to strike so far as it related to the September Will and December Will and all related matters thereto.

On January 22, 1941, the contestant, Fannie Watkins, filed her motion for hearing and.consolidation where she asked:

“First, that a hearing be held before the judge sitting in probate, before any other proceedings are had in this matter, for the purpose of. determining the contents and executions of the September Will and December Will which have been destroyed, and,
“Second, that in the event of the establishment of the contents and execution of either or both of the wills, the hearing on. the probation of all wills of the decedent, including the question of testacy or intestacy, be consolidated in one jury trial, after giving such notice as the probate court may prescribe.”

On February 3, 1941, the trial court filed his ruling on motion for hearing and consolidation wherein he overruled all of said motion.

The contestant, Fannie Watkins, alleges as error the ruling of the trial court.

We quote from appellant’s brief:

“Where a will has been destroyed it is the duty of the trial' court, sitting in probate, to determine the execution and contents of said will. Coulter v. Peterson, 218 Iowa 512. Goodale v. Murray, 227 Iowa 843.”

We have no fault to find with either the Coulter or the Goodale cases cited. They both hold that an action to establish a lost will must be brought in the probate court. But that is all they hold, and that is not the question that confronts us in the case at bar. ■

In the present lawsuit it is not a question as to whether Lewis A. Cocklin died testate or intestate, but the question is, was the will dated February 3, 1940 a valid one: and the appel *419 lant can plead nothing in this ease except what would raise an issue on the question of probation of said will. The single issue involved is the validity of the February Will and that issiie alone should be tried and submitted to the jury for its consideration without having such issue clouded with wills which had been made, revoked and destroyed.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Swartzendruber v. Lamb
582 N.W.2d 171 (Supreme Court of Iowa, 1998)
Cory v. Ankeny State Bank
169 N.W.2d 837 (Supreme Court of Iowa, 1969)
In Re Stringer's Estate
345 P.2d 786 (Wyoming Supreme Court, 1959)
In Re Estate of Cocklin
17 N.W.2d 129 (Supreme Court of Iowa, 1945)
In Re Estate of Kenny
10 N.W.2d 73 (Supreme Court of Iowa, 1943)

Cite This Page — Counsel Stack

Bluebook (online)
297 N.W. 864, 230 Iowa 415, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-cocklin-iowa-1941.