In Re Estate of Heller

11 N.W.2d 586, 233 Iowa 1356
CourtSupreme Court of Iowa
DecidedNovember 16, 1943
DocketNo. 46365.
StatusPublished
Cited by36 cases

This text of 11 N.W.2d 586 (In Re Estate of Heller) 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 Heller, 11 N.W.2d 586, 233 Iowa 1356 (iowa 1943).

Opinion

Bliss, J.

The last will of Leo Heller, deceased, was executed on May 19, 1941. He died at- the age of about fifty-seven years, on August 31, 1942, in Warren County, Iowa, where he had resided for many years, leaving neither widow nor child, but the contestants, Frank Heller, brother, Loretta Ohnemus, Edward Heller, and Cecil Heller, the children of a deceased brother, August, as his next of kin and sole heirs. By his will, he gave all of his property, subject to the payment of his debts, sickness and burial expense, and costs of administration, to Gerald John Ripperger, named as executor in the will, and Yitus Charles Ripperger, to be shared equally by them. These beneficiaries were brothers and not related by blood or marriage to the testator, but they had worked as laborers on his farm for several years. In the will the testator stated: .

* * # that I am giving said property to the said devisees and legatees for the reason that I have no children of my own and both have worked for me for some time and both have been very kind to me. ’ ’

Upon the filing of a petition for the probate of the will by the appellee, the contestants filed objections thereto. These objections, though variously stated, are: (1) the testator lacked testamentary capacity (2) the execution of the will was induced by the undue influence of the beneficiaries, and (3) the will was not properly executed.

On motion of the appellee, at the close of all of the testimony, the court withdrew from the consideration of the jury, objections 2 and 3 above noted. In sustaining appellee’s motion to direct a verdict, the court said:

*1358 “* * * tbe Court is of tbe opinion, there is not sufficient evidence in this record which would warrant submitting to you as jurors the question of whether or not Heller was competent at the time the Will was executed. Under the record there must be evidence to warrant reasonable persons to say that, at the time in question, Mr. Heller was mentally incompetent, and did not know the amount of his property, and did not realize those who were the natural objects of his bounty. * * * the Court is of the opinion the only thing in the record is, Mr. Heller.was an excessive user of intoxicating liquors. The record does not show that at the time the Will was executed, or within any close proximate time to the time of the execution of the Will that Mr. Heller was intoxicated. Most of this evidence goes from the year 1934 down to and including 1940 — a few scattered instances in 1941. For that reason, the Court is withdrawing from your consideration, and will ask this gentleman to sign this verdict under the direction of the Court.”

While the contestants, as one objection to the probate of the will, alleged that the testator was intoxicated at the time of its execution, there was no evidence even tending to support the allegation, and the real theory of appellant’s case is, not that the testator was intoxicated when he executed the will but that years of excessive drinking of alcoholic liquors had so weakened and impaired his mind that he lacked mental capacity to make a testamentary disposition of his property on May 19, 1941, when the will was executed. The real question for determination is whether that issue should have been submitted to the jury.

Appellant assigns four errors, to wit: (1) in refusing to permit Mrs. August Heller to give her opinion that testator was of unsound mind when he made the will (2) in refusing to permit Mary Wachter to give such an opinion (3) in directing a verdict upon the ground that there was insufficient evidence of mental unsoundness when the will was executed, and (4) in withdrawing the issue of undue influence.

Some additional facts which bear upon the assigned errors should be stated. The parents of the testator had six sons, named, in the- order of seniority, Frank (contestant), August, John, Fred,. Joe, and Leo. The last four were wifeless and childless. The father died in 1912 and the mother died in October 1934. *1359 Tbe unmarried boys all remained on the home farm until they died. Fred died about 1924, and Joe died on May 15, 1941, just four days before the will in controversy was executed. Mary Waehter began working in the home in September 1934, while the mother was living and remained after her death until about' March 1935. She came back as housekeeper about December 1, 1935, and remained until the middle of June 1938. The appellee was working on the farm and living in a tenant house when she came, and remained thereafter. His brother Yitus began work in 1936 and lived in the main house. She testified that Leo slept on a cot in the dining room after his mother died, and that he drank whisky, alcohol, wine, and beer and was intoxicated every day while she worked there; that he would go for days without undressing, sleeping with his clothes on ; that he was unclean in his habits, went about the house at times indecently undressed; was abusive in language, and at times threatened the lives of those in the house. She saw him occasionally after she left during the remainder of 1938, once or twice in 1940, and two or three times in 1941 — one of these times being at Joe’s funeral and the other time about July 4th. She saw him once at Abbott’s Hospital at Oskaloosa or in Ottumwa about July 5, 1942. She testified that Leo came to her home sometime late in 1938 when he was drunk, but she gave no testimony as to his drinking in 1939, 1940, 1941, or 1942.

The appellant, Frank Heller, gave no testimony which aided the contestants in any way. The contestant, Edward Heller, testified that he was at his grandmother’s place in 1933 and 1934, both before and after her death, and that Leo Heller was drinking lots of times when he was there. The other two contestants did not testify.

Mrs. August Heller, whose husband died January 1, 1938, and whose children are contesting, testified tha-t she and her husband lived but a few miles from the home place, and' that before the mother died she often was there to help her and for social visits. Before the mother died she would see Leo three or four or more times a week, but after that she did not go there so much. She testified that she had seen liquor in the house and had seen Leo “when he was very much under the influence of it. On Easter Day in April, 1939, I saw Leo Heller laying there *1360 looking like a very sick man on the cot. Doctor Taylor was called and we took Leo to Hill’s Betreat, a hospital in Des Moines. ’ ’ He was at the hospital about a month. The treatment he received or the nature of the hospital is not disclosed in the record. About a year before Joe’s death, Leo apparently had been drinking and was taken out of the church because of the disturbance he was making. The witness heard him but did not see him on this occasion. In March 1940 he was in Abbott’s Hospital in Oskaloosa, where she saw him after he had been there about two weeks, and saw him a second time before he left the hospital. She testified: “We just visited as anybody would. I asked him how he was and he told me several things that I thought was a little queer. * * * one thing he told me. I ask him if he had been out of the hospital, and he said yes * ? *.

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Bluebook (online)
11 N.W.2d 586, 233 Iowa 1356, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-heller-iowa-1943.