In Re Estate of Lochmiller

30 N.W.2d 136, 238 Iowa 1232, 1947 Iowa Sup. LEXIS 377
CourtSupreme Court of Iowa
DecidedDecember 16, 1947
DocketNo. 47134.
StatusPublished
Cited by6 cases

This text of 30 N.W.2d 136 (In Re Estate of Lochmiller) 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 Lochmiller, 30 N.W.2d 136, 238 Iowa 1232, 1947 Iowa Sup. LEXIS 377 (iowa 1947).

Opinion

Garfield, J.

The only claim contestants-appellants make is that the trial court erred in withdrawing from the jury, because of insufficiency of the evidence, the issue of undue influence.

Contestants are the two sons, fifty-one and forty-five, and the daughter, forty, of testator’s first marriage. Proponent, charged with exercise of undue influence, is testator’s second wife, fifty-five, whom he married June 15, 1920, after the death of his first wife. The will was executed May 6, 1943, at an Omaha hospital, where testator, seventy-six, had been confined *1233 with pneumonia since April 26th. Death resulted from the disease June 3, 1943. The will leaves each contestant $100 and the balance of the estate to proponent, who is nominated executrix to serve without bond. The record does not show the exact value of the estate but proponent says in argument the net value is $12,000 and we find no denial of the statement.

Except from 1915 to 1921, when testator resided in Deni-son, he lived on a farm near there. In March 1921 testator, proponent, and the seven-year-old son of her prior marriage moved to a farm which remained the family home until testator died. The contestant Rhinehart, testator’s younger son, also returned to the farm for one year and the contestant daughter, Mildred, who was attending school, spent week ends there. Mildred was married in 1923 and left home. In early spring of 1943 testator was taken seriously ill with pneumonia. On April 26th he was taken to the Omaha hospital, /where he remained until his death on June 3d.

Most of the evidence for contestants bears on the issue of mental incapacity. This issue in a will contest cannot be separated from that of undue influence. One who is infirm and mentally weak is more susceptible to influencé than one who is not. In re Estate of Telsrow, 237 Iowa 672, 677, 678, 22 N. W. 2d 792, 796, and citations.

Testator was of sound mind up to the time he entered the hospital. There is evidence, however, principally from two nurses and a graduate intern, that during much of his stay in the hospital he was confused and delirious, imagined he was back on the farm caring for cattle and driving horses. The only reasonable inference is that this mental confusion was mainly caused by the toxic condition brought about by the pneumonia. There is evidence of hardened arteries such as are usual in persons of'testator’s age. In the last weqk or ten days before his death on June 3d testator’s mental and physical condition grew worse and he was irrational more of the time.

Two other nurses, one of whom witnessed the will, the two attending doctors, several neighbors and relatives of testator (and of contestants) give testimony quite inconsistent with that of the nurses and intern above referred to- The most tfiat *1234 may -be said is that the-issue of mental incapacity was properly left to the jury, which found for proponent. .

While testator was in the hospital proponent spent much time there. She sent for Mr. Page, an attorney at Denison, to come to Omaha, about seventy-five miles distant, to prepare the will. He arrived at the hospital with his stenographer between five and six p.m. Proponent was in the lobby of the hospital and told the attorney what her husband wanted in his will. She said she got this information from Mr. Lochmiller. Mr. Page and the stenographer went in an office in the hospital, where Page dictated the will and the stenographer typed it on a typewriter they had brought from Denison. Proponent was in the room part of the time the will was being dictated.

After the will was typed proponent took Page and his stenographer to the door-of testator’s room, introduced them to the nurse in charge, and then went away. When Mr. Page entered the room testator knew him and called him by name. Page said to testator, “Ton know what we are here for don’t you, Henry?” Testator nodded his head in the affirmative. Mr. Page then said, “Your wife has told us what you want in this will. I am going to read it to you. If there is anything you want to change in the will, tell us and it will be changed. ’ ’ Page then read the will aloud and asked testator, “Is this the way you want the will, Henry?” and testator said, “Yes, that is as I planned it.” He then signed the paper and it was witnessed by the nurse in charge, Mr. Page, and his stenographer. Proponent was not in the room.

Before Page arrived at the hospital proponent told the nurse he was coming and asked her to be a witness to the will. Page also asked the nurse if she would sign as a witness. The nurse replied she had never witnessed a will before and was “kind of leary or afraid to, but I did.” About two- weeks before the trial proponent and her son called on the nurse, who asked proponent in substance why she had the will “signed without calling his children in and talking it over with them too and she said they weren’t around that day, or something. There is evidence the older son was in Omaha the day the will was made,

*1235 In August 1941 contestants Rhinehart and Mildred visited at their father’s farm. Rhinehart testifies to this talk between proponent and Mildred on that visit:

“She [proponent] wondered what Mildred thought about whether dad should make a will. And Mildred said, ‘I think he should make a will, especially with mixed families. ’ And Gladys [proponent] said, ‘Well I have been trying to have him make a will but he always says he won’t do it because he wants it to go the way the law will take care of it. He didn’t want to make a will.’And she went on, ‘If dad ever does make a will I will see to it that Louie doesn’t get anything. ’ ’ ’

Mildred corroborates this testimony and adds that proponent also told her:

“It makes dad so mad when I say something about Louie. * * * It doesn’t make him mad when I say something about you or Rhiney.”

Proponent denies there was any such talk but, of course, upon this appeal we must accept contestants’ testimony.

We have referred to the evidence upon which contestants claim the will is the product of proponent’s undue influence. We agree with the trial court it is insufficient to warrant submission to the jury. There is no direct evidence of undue influence. Of course, such fact may be proven by circumstantial evidence. In re Estate of Telsrow, supra, 237 Iowa 672, 677, 22 N. W. 2d 792, 796, and citations. But the issue must not be left to conjecture. The proven circumstances must give rise to reasonable inferences that tend to show the will is the result of undue influence. Glider v. Melinski, 238 Iowa 140, 147-150, 25 N. W. 2d 379, 383, 384; In re Estate of Heller, 233 Iowa 1356, 1367, 11 N. W. 2d 586, 592.

The talk between Mildred and proponent was a year and nine months before the will was executed. The witnesses do not claim proponent said she had been trying to have testator make a will in her favor. Mildred agreed with proponent it was desirable for her father to make a will. Proponent made no threat that either Rhinehart or Mildred would be excluded from the will. Importunity, request, and persuasion that do not *1236

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Cite This Page — Counsel Stack

Bluebook (online)
30 N.W.2d 136, 238 Iowa 1232, 1947 Iowa Sup. LEXIS 377, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-lochmiller-iowa-1947.