In Re Estate of John Telsrow

22 N.W.2d 792, 237 Iowa 672, 1946 Iowa Sup. LEXIS 307
CourtSupreme Court of Iowa
DecidedMay 7, 1946
DocketNo. 46797.
StatusPublished
Cited by41 cases

This text of 22 N.W.2d 792 (In Re Estate of John Telsrow) 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 John Telsrow, 22 N.W.2d 792, 237 Iowa 672, 1946 Iowa Sup. LEXIS 307 (iowa 1946).

Opinion

Garfield, J.

Testator, John Telsrow,( a bachelor, age seventy-six, died March 16, 1944. He left as heirs two sisters, Matilda Telsrow, age sixty-one, and Emma Korthaus, age seventy-one ; three brothers, Louis, age seventy-three, Ed, age sixty-nine, and Gus, age sixty-four; four children and five grandchildren of testator’s brother Will, who died in 1-925. Testator left a farm of one hundred eighty acres in Cedar county, worth .at least $27,000, and bank deposits, government bonds, and postal savings of something over $51,000.

*674 John’s will, made June 30, 1942, devises the farm to Alvena and Rosie Telsrow, wives respectively of the brothers Ed and Gus, and-bequeaths the bank deposits, bonds, and postal savings in three equal shares to Eleanore and Howard Telsrow, daughter and son of Ed and Alvena, and Harold Telsrow, son of Gus and Rosie. The will nominates Eleanore, then twenty-six years old, executrix without bond.

Proponents of the will are the sisters-in-law, Alvena and Rosie, who are also sisters, and the nephew, Harold. Eleanore and Howard did not appear as proponents but were witnesses for contestants upon the trial. Contestants are testator’s two sisters, three brothers (including Ed and Gus), and two sons of the deceased brother.

I. Proponents contend the evidence is insufficient to support the jury’s finding of undue influence and that their motions for directed verdict and judgment notwithstanding verdict should have been sustained. We will consider the evidence in the light most favorable to contestants, giving them, as we must, the benefit of all inferences reasonably permissible.

Testator farmed until 1912, when he moved to Durant to live with his father, mother, and sister Matilda. The mother died in 1913; the father, in 1918. John continued to live in the home with Matilda until his death. Prom 1925 on the' brother Louis also lived there. Matilda purchased the home soon after her father died. She paid the household expenses, kept up the home, prepared the meals, kept house, and cared for John when he was sick, without pay.

. About 1938 testator’s health began to fail. Before then he assisted Matilda in caring for her garden, mowing her lawn, and the like. After 1938 or 1939 he was unable to do those things. Prior to 1940 testator made frequent trips to his farm and during busy times helped his brother Ed with farm work. In 1940 testator became confused and attempted to drive his car into a neighbor’s garage. He never drove his car again. In December 1941, testator suffered a light stroke from which he never recovered. After this he was unable to walk any distance without help; he failed more rapidly, both physically and mentally; he lost control of his kidneys and bowels; this condition grew worse. Prom this time on it was necessary for *675 Matilda to care for John much as if he were a baby — clean his clothing and bed and help bathe him. When he had involuntary bowel movements he did not- appear to know it and was not embarrassed.

After December 1941, John was unable to recognize relatives — his sister Emma, his brothers Ed and Gus, and other relatives and acquaintances. He expressed surprise that his father, mother, and brother Will did not come to see him. As stated, Will had been dead since 1925 and his parents even longer. When Matilda explained that Will had been dead for years, John did not seem to understand. From December 1941 on testator would not talk and made no response to questions except sometimes to mumble. He had a silly grin on his face.

Without going into detail, there is much convincing evidence that when the will was' made on June 30, 1942, testator was incapacitated mentally and, to a considerable extent, physically. Nine lay witnesses — at least four of them appear to be wholly disinterested- — give their opinion testator was then of unsound mind, after relating’ facts which tend to support such conclusion.

A doctor, apparently • disinterested, who examined testator on April 30 and May 15, 1942, gives persuasive testimony that testator then had no understanding' “where he was at,” was unable to understand when spoken to, ‘ ‘ questions did not seem to register with him,” he was unable to express himself .intelligently, his mind was not functioning; he was in an advanced stage of arteriosclerosis and senile dementia; his condition would get progressively worse; he did not have the mental ability to recollect his property, his relatives, or their claims upon his bounty; was mentally unable to exercise judgment, reason, or discretion; would have no understanding of any will he might sign; his unsoundness was so apparent that anyone who talked with him would know it.

Two experts — Dr. Lov-e of Iowa City, and Dr.. Stewart, superintendent of the State Hospital for the Insane at Independence — say, in answer to a hypothetical question nine pages long, that testator -was' of unsound mind when the will was made; had an extreme case of senile dementia; was unable to exercise judgment, reason, or discretion, or to know his obliga *676 tions to his relatives or the extent of his property, or to understand. any will prepared for his signature. Dr. Stewart testifies that persons in the mental* condition of testator are readily subject to the influence of others.

As opposed to contestants’ showing of mental incapacity, only one lay witness, aside from the three proponents and the attorney who drew the will, expresses the opinion testator was of sound mind when the will was made. Proponents produced no expert testimony.

There is direct evidence that on June 30, 1942, about 9:30 a.m., Alvena and Rosie Telsrow called at Matilda’s home for John, saying they wanted to take him for a ride but they did not say where they were going. Alvena was driving the Dodge car that had been John’s before he transferred it in February 1942 to Alvena’s daughter Eleanore. Matilda put John’s coat on him and the sisters-in-law assisted him into the car. "They took hold of him, he could hardly walk. He could not get to the car without help.”

From Matilda’s home in Durant they drove to a bank in Wilton Junction where Alvena and Rosie had an account and there was a large account in John’s name. Alvena deposited $646 in her and Rosie’s account and drew a check on it payable to John for $1,022, to pay the balance of a note given by Alvena to John on November 21, 1938, for money loaned her by John. The banker computed the interest on the note. None of the five bank accounts in John’s name shows any deposit of this $1,022. The banker gives it as his best recollection that both Alvena and Rosie were with John at the bank.

■There is evidence that from Wilton Junction Alvena and Rosie drove John to Muscatine to the -office of an attorney whom John did not know. Alvena testifies she left John at the lawyer’s office, drove her car not more than two blocks, parked it and walked directly back to the' office. Just as she opened the office door, she says John was coming out of the office holding in his hands the will in an envelope and a receipt for $10 he had paid the attorney for drafting the will. John gave the will and receipt to Alvena; she put the papers in her purse; she and John walked to the car, John without assistance; she drove to Wilton Junction, stopped at the bank

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22 N.W.2d 792, 237 Iowa 672, 1946 Iowa Sup. LEXIS 307, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-john-telsrow-iowa-1946.