In Re Estate of Farley

24 N.W.2d 453, 237 Iowa 1069, 1946 Iowa Sup. LEXIS 355
CourtSupreme Court of Iowa
DecidedOctober 15, 1946
DocketNo. 46899.
StatusPublished
Cited by23 cases

This text of 24 N.W.2d 453 (In Re Estate of Farley) 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 Farley, 24 N.W.2d 453, 237 Iowa 1069, 1946 Iowa Sup. LEXIS 355 (iowa 1946).

Opinion

Per CuriaM.-

This is a rather unusual will contest. Maurice E. Farley, testator herein, was for many years a member of the police department at Sioux City, Iowa. He was twice married. A daughter by his first marriage, Mary Lucille, mar *1071 ried George Brainard. The 'first wife and said daughter are deceased. Patricia J. Brainard, the only child of Mary Lficille, survived testator and, as ■ his granddaughter, is his only heir at-law. Sárah I. Brainard, Patricia’s paternal grandmother, as legal guardian for Patricia, is the contestant herein. After the death - of his first wife Farley married Katie J. Farley, who is the proponent herein. It would seéffi 'to be advisable to make a brief statement of the essential facts shown by the record before stating the legal questions that arise therefrom.

Proponent married decedent on June 18, 1919. Ten years later, February 19, 1929, the will'that was offered for probate herein was executed by decedent in the office of George Teaman, a lawyer, at Sioux City. At the same time proponent executed her own will. The two wills contained reciprocal provisions. Farley’s will bequeathed $2,000 to his daughter, Mary Lucille Brainard (contestant’s mother), $2,000 to Mrs. Ernestine Hale (proponent’s mother), and the residue of the estate was devised to his wife, the proponent, Katie Farley, who was also nominated as executrix. Katie’s will was not introduced in evidence. Mr. Yea-man identified Mr. FarleyV will ahd testified:

“That is-the will I prepared-for Maurice Farley. Maurice signed it in my office that day, 19th day of February, 1929 *”'* * and that is Maurice Farley’s signature. * '* * I saw the two witnesses also sign their names at that time. Maurice Farley, himself, declared that to be his will. Kate Farley also signed' a will at the same time. She sighed another will similar to that, as I remember it, and the Same two witnesses witnessed her will. '* * * Well, I mean' by that one willed the property to th'e other and with the exception that Mr. Fatley made a couple of' bequests to other parties ahd gave fij his wife Kate the balancé of his estate 'and requested that she be made administrator Or 'executor without bond. That is the way I 'reffi'émber, and when she read her will fihd signed it thé samé provisión, as T understand it, was made, that she willed hér propérty t'o him and made'him executor without bond to carry Out the terms of the will.”

Mrs. Farley testified r

“I heard the testimony of Mr. Yeaman about I and Mr. *1072 Farley going to bis office; about February 19, 1929, I executed a will in tbe office of Geo. Yeaman; at tbe time I made that will I was tbe possessor of some property in my own right. Approximately, I owned a borne at 1906 West Florence and tbe lots, and part of tbe borne at 313 South Turner and a partnership in our home. My will of February 19, 1929, remained in effect until tbe 21st day of July, 1944.”

On September 18, 1942, proponent and decedent were divorced. Under a stipulation for division of their property, approved by the decree, Mrs. Farley received two Sioux City properties, tbe household goods, and $8,500 cash. Tbe stipulation provided further:

“Upon fulfillment of tbe covenants of tbe said Maurice E. Farley herein above set forth tbe said Katie J. Farley agrees that she will make no further claim on tbe said Maurice E. Farley for any alimony or support money and does by this Stipulation release tbe said Maurice E. Farley from any future liability for her support and maintenance, and does hereby release and relinquish any right, title, or interest in and to any bonds and securities heretofore owned by Maurice E. Farley and Katie J. Farley.”

On July 6, 1944, Farley executed a new will in tbe office of George H. Flynn, a lawyer, in Sioux City. This will was not offered for probate; it was not found after Farley’s death; counsel on both sides appear to agree that it is presumed to have been destroyed by Farley' before his death. A copy of this will was produced by Mr. Flynn. He testified to its proper execution as a will. The copy of the will declared it to be Farley’s last will and testament and that he does “hereby revoke all former wills * * * which are hereby declared to be null and void.” This will provided for payment of debts, directed the executors to set aside $200 for masses, and bequeathed all the residue to Farley’s granddaughter, Patricia, contestant herein, with a request that she pay her grandmother $350. Patricia and her grandmother were nominated as executrices.

Mr. Yeaman testified that shortly after - Farley’s death .he had a conversation with Mrs. Farley in which she told him *1073 that at the time of the divorce she had destroyed her will and had given Farley his will. Mrs. Farley denied making any such statement.

On July 26, 1944, Mrs. Farley executed a new will in the office of Mrs. Edith V. Forsling, a lawyer, in Sioux City. Mrs. Forsling practiced law as Edith V. Cover, her name before she married Judge Forsling. She had been the attorney for Mrs. Farley in the divorce proceedings and appeared for her when the will of Mr. Farley was offered for probate. Contestant objected to the competency of Mrs. Forsling as an interested party under the dead man statute, section 622.4, Code, 1946. Mrs. Forsling had withdrawn as an attorney in this cause and the court overruled the objection.

Mrs. Forsling testified that at the time of the divorce proceedings, when the stipulation for their property settlement had been signed, Mr. Farley, in the presence of Mrs. Farley, asked Mrs. Forsling if it would be all right to let their two wills stand. She assured him that their wills would be good as they were and he said, “Very well, let them stand.”

Mrs. Forsling testified that the first draft of Mrs. Farley’s new will was prepared July 21, 1944; it was executed on July 26, 1944; before it was signed it was presented to Mr. Farley and, in the presence of Mrs. Farley, Mrs. Forsling asked him if it was the way he wanted it and he said, “Yes, that is fine, Edith”; the will was then executed and Mr. Farley was given a copy of it; Mrs. Forsling then asked Farley what he expected to do about his will and,he said, “That is fine and just let that stand as it is”; thereafter Mrs. Forsling destroyed the will that Mrs. Farley had made in 1929, at the direction of Mrs. Farley; Mr. Farley remarked, “You know, neither Katie nor I are very well, and I think that when we both get on our feet we will go back together. ’ ’

Mrs. Farley’s will of July 26, 1944, revoked all prior wills, provided for the payment of debts, bequeathed certain jewelry, china, and silver to a niece, $500 each to an aunt and uncle, devised the residue to three sisters, subject to a life estate therein to her former husband, Maurice Farley, nominated Farley as executor, and designated Edith Y. Cover as attorney for the estate.

*1074 The foregoing are merely the high lights of the evidence. As heretofore stated, they have been reviewed ■ to affprd- the background for a statement of the legal ques,tionp presented herein. Other evidence will be .referred to later in connection therewith. • ,

At the close of the evidence ■ both sieves mqde motions., for directed verdicts.

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24 N.W.2d 453, 237 Iowa 1069, 1946 Iowa Sup. LEXIS 355, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-farley-iowa-1946.