In Re Estate of Phillips

84 N.W.2d 406, 248 Iowa 1299, 1957 Iowa Sup. LEXIS 501
CourtSupreme Court of Iowa
DecidedAugust 1, 1957
Docket49227
StatusPublished

This text of 84 N.W.2d 406 (In Re Estate of Phillips) 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 Phillips, 84 N.W.2d 406, 248 Iowa 1299, 1957 Iowa Sup. LEXIS 501 (iowa 1957).

Opinion

Wennerstrum, J.

This appeal has resulted by reason of a contest regarding the validity of a codicil to the will of Jennie B. Phillips. The original will and one codicil were admitted to probate without contest. The cause was tried to the court, all parties having waived a jury trial. The trial court sustained the contestants’ motion made at the close of all the evidence which, we hold as hereinafter noted, was a motion to direct a verdict. The proponents of the codicil have appealed.

The testatrix was 90 years of. age at the time of her death. She had been in a hospital ■ during' July 1955 and again for a *1301 two weeks period beginning late in December 1955. The testatrix died on March 20, 1956. By reason of the contentions of the contestants it is necessary we summarize the motions made by them, as well as the evidence presented, and decide whether the court determined the case on the basis of a directed verdict or whether it found for the contestants on the merits.

The codicil in question was executed on February 26, 1956, but was dated February 25, 1956. It was so dated at the suggestion of the testatrix inasmuch as February 26 was Sunday. There is evidence the testatrix, although bedfast and in a weakened condition, was possessed of her faculties up to and near the time of her death. She had a malignancy. The evidence showed the codicil was signed in the presence of two witnesses, that they signed in the presence of the testatrix and in the presence of each other, and all on the same occasion. The attestation clause was typed and there is evidence it was originally pinned to the purported codicil. It is also shown about two days following the signing of the codicil by the testatrix, and the attestation clause by the witnesses, the nurse attendant removed the pin and fastened the attestation clause with glue to the codicil. It had been written in longhand on two sides of an ordinary piece of personal stationery.

One of the witnesses testified: “Mrs. Jennie B. Phillips signed a signature in the presence of my husband and me. I don’t know whether it was on this sheet of paper or not because we watched her sign her name. On the date indicated there, February 25, my husband and I signed in the presence of Mrs. Phillips and in the presence of each other. * * * I didn’t really look at the paper, this sheet of paper when I signed, so I couldn’t swear to it that it was this particular sheet of paper, but this slip was attached to a paper and it looked like this paper.” This witness also testified: “This part that is typed, upon which my name and Mr. Nibe’s name appear was to the best of my recollection paper-clipped to another piece of paper at the time I signed it, that is the way I remember it. It is not paper-clipped now. It is glued. * * * According to- my best recollection I and Mr. Nibe signed a -piece of paper and then something was taken over to Mrs. Phillips to sign.”

*1302 The other witness testified: “Mrs. Jennie B. Phillips signed her name there that morning in the presence of my wife and me when we were there. Mrs. Nibe and I on the date indicated signed this in the presence of Mrs. Phillips and in the presence of each other. * * * I do not recall if the attestation clause which is the typed piece of paper that is pasted to this other piece was attached to this other piece of paper, I- cannot honestly say how it was attached, or if it was attached I do not remember. All I remember is signing it because, as I understood it, I didn’t think it was anything of any great importance, so I attached no importance to that event. * * * I could not say that this is the paper I saw Jennie Phillips sign on that day, but she did sign her name that day. When I say she signed her name that morning that is all I am testifying to. I am not certain this is the signature that I saw that day. She signed her name. That is all I know.”

There is evidence the attestation clause paper had pinholes which when superimposed and glued to the codicil exactly match the pinholes in that instrument. This fact is borne out by the testimony of a questioned document expert. The original codicil in question has been certified to this court and it is apparent the pinholes in the codicil and in the attestation clause are identically positioned.

The trial court did not file any findings of fact and this is of importance in the light of the ruling made. At the close of the proponents’ evidence the contestants filed a motion to direct a verdict in favor of the contestants and against the proponents on grounds which may be summarized as follows, to wit: that it appears at the time of the purported execution of the codicil the attestation clause and codicil were separate and distinct, being connected by either a pin or paper clip, and at a subsequent date said paper clips or pins were removed and the instrument was tampered with and glued at that time by the individual who claimed to have written the entire instrument; there is no proper identification of the codicil itself as being the instrument that was in truth and in fact witnessed or which was the instrument actually observed by the witnesses as being signed by the testatrix ; it appears the paper was first signed by the witnesses and that a paper was signed by the testatrix and consequently the *1303 witnesses could not have attested to an act which had not been accomplished prior to their having signed their name on the piece of paper which is attached as the attestation clause; it affirmatively appears undue influence at least can be presumed from the execution of the instrument in that it appears it was written in its entirety by one Violet Brown, she at that time being in a confidential relationship with the testatrix, and said Violet Brown is named as the main or primary legatee named in the codicil; that taking all the evidence in its most favorable light it does not appear the proponents’ evidence sustained the burden of establishing the due execution of said instrument as the codicil of Jennie B. Phillips, deceased, and if the ease were to be tried to a jury and the court were to submit the same to the jury, it would be the duty of the court to set the same aside if the jury found there had been a due execution of the codicil.

The court in ruling on this motion stated: “I am going to hold that this will was properly executed and your undue influence, if you have got any evidence on that you can introduce it.”

At the close of all the evidence the contestants made the following motion:

“Comes now the objectors and at the conclusion of all of the testimony, both parties having rested, hereby renew the motions heretofore made at the close of the evidence on behalf of the proponents in its entirety as fully and completely as made at the time of the conclusion of the proponents’ testimony at the outset of the case.”

This motion definitely amounts to a renewal of the original motion to direct a verdict for the contestants. The record in connection with the ruling on this latter motion is as follows:

“The Court: I am going to sustain that motion on the grounds that you failed to prove a proper. Proponents except.
“Contestants: Proper execution of the codicil?
“The Court : Proper execution of the will.

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Bluebook (online)
84 N.W.2d 406, 248 Iowa 1299, 1957 Iowa Sup. LEXIS 501, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-phillips-iowa-1957.