In Re Estate of Springer

110 N.W.2d 380, 252 Iowa 1220, 1961 Iowa Sup. LEXIS 589
CourtSupreme Court of Iowa
DecidedAugust 15, 1961
Docket50318
StatusPublished
Cited by32 cases

This text of 110 N.W.2d 380 (In Re Estate of Springer) 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 Springer, 110 N.W.2d 380, 252 Iowa 1220, 1961 Iowa Sup. LEXIS 589 (iowa 1961).

Opinion

Thornton, J.

This is a will contest. Anna Springer died, a resident of Kossuth County, May 19, 1959. She made the will in question here November 16, 1957, at which time she was just past the age of 83. This will was a republieation of a will made May 18, 1955. She was a spinster. The will left $1000 to Clara Jones, one of contestants, provided for three other special bequests of $1000 and gave the residue to proponent, Joseph Williams. The stipulated value of the estate is $85,000. The proponent is a married man, 45 years of age, who had be *1223 friended the testatrix during her lifetime. He is not related to decedent. Contestants are four cousins of testatrix. They all live in Kansas.

On March 30, 1957, proponent was appointed guardian of the person and property of testatrix pursuant to section 670.5, Code of Iowa, 1954. On April 2, 1957, she fell 'and fractured her hip. She was taken to Holy Family Hospital at Estherville for treatment where she remained until June 20 when she was moved to a rest home at Burt, Iowa. Testatrix lived there until her death. "While in the hospital, on May 7, 1957, -testatrix executed a will leaving her estate to five of her Kansas cousins, four of whom are contestants here. Two of the cousins were visiting her at the time.

The trial court submitted the issues of testamentary capacity and undue influence to the jury. In addition to returning a general verdict for contestants, the jury answered special interrogatories on each issue in favor of contestants. Proponent filed a motion for a new trial because of the insufficiency of the evidence -to support the verdict, misconduct of counsel in argument and, by amendment to the motion, misconduct of the jury foreman; and for judgment notwithstanding the verdict because of the insufficiency of the evidence and included all reasons stated in the motion for a new trial by reference. The trial court sustained the motion for judgment notwithstanding the verdict and entered judgment admitting the will to probate. Contestants moved for a new trial on the grounds of newly discovered evidence. This motion was overruled. At the request of counsel for both sides the trial court ruled on proponent’s motion for a new trial. The court stated in its ruling, “* * * in order to complete the record which has been requested by counsel * * and it “* * * would have granted a new trial for all the reasons set forth in his ruling on the motion for judgment notwithstanding the verdict.” The reasons stated in the ruling were directed solely, to the issues of testamentary capacity and undue influence but the court did sustain each ground -and paragraph of the motion for judgment notwithstanding the verdict separately and individually. In this state of the record we must consider the ruling -on the motion. *1224 for a new .trial because of misconduct of counsel and of the jury foreman as being adverse to contestants.

I. In view of the answers to the special interrogatories in favor of contestants, if the evidence on either issue is sufficient to support the verdict a reversal is required. In re Estate of Dashiell, 250 Iowa 401, 403, 94 N.W.2d 111. We believe from a careful consideration of the record there is sufficient evidence of lack of testamentary capacity to support the jury verdict and that the granting of a new trial because of misconduct of counsel or misconduct of the jury foreman amounted to an abuse of discretion and therefore the verdict of the jury must be reinstated.

II. In passing on a motion for judgment notwithstanding the verdict' we must give contestants’ evidence its strongest probative force. They are entitled to the benefit of all reasonable inferences to be drawn therefrom. However, substantial evidence, more than a scintilla, is necessary and it must rationally support a verdict in favor of contestants. Drosos v. Drosos, 251 Iowa 777, 103 N.W.2d 167; and Olsen v. Corporation of New Melleray, 245 Iowa 407, 60 N.W.2d 832.

III. The basic principles of law on testamentary capacity here applicable are well and concisely stated in In re Estate of Rogers, 242 Iowa 627, 630, 631, 47 N.W.2d 818, 820, as follows:

“Where this issue is involved the burden is upon the contestants to show lack of mental capacity of the testatrix in one of these respects: (1) To understand the nature of the instrument he is executing (2) to* know and understand the nature and extent of his property (3) to remember the natural objects of his bounty, and (4) to know the distribution he desires to make. If his mental capacity is not equal to any one of these tests he cannot make a valid will. In re Estate of Meyer, 240 Iowa 1226, 37 N.W.2d 265; In re Estate of Ring, 237 Iowa 953, 22 N.W.2d 777; Perkins v. Perkins, 116 Iowa 253, 90 N.W. 55. Conversely, the law is slow to deny the right of any person to dispose of his property by will as he sees fit. No mere impairment of his mental-or physical powers, so- long as he retains mind and comprehension sufficient to meet the *1225 tests above set forth, will render his will invalid. In re Estate of Sinift, 233 Iowa 800, 810, 10 N.W.2d 550, 554; Perkins v. Perkins, supra. And we have often said that there must be substantial evidence of mental unsoundness in order to generate a jury question. In re Estate of Sinift, supra; In re Estate of Fitzgerald, 219 Iowa. 988, 996, 259 N.W. 455, 459.

“Also, the proof of mental deficiency must be applicable to the very time of the making of the will. Ipsen v. Ruess, 239 Iowa 1376, 1379, 35 N.W.2d 82, 85; In re Estate of Grange, 231 Iowa 964, 975, 2 N.W.2d 635, 641; In re Estate of Hayer, 230 Iowa 880, 884, 299 N.W. 431, 434. This is the question which must be determined, but in considering it, evidence of the condition of the testator’s mind at other times, of his acts, expressions, appearance or statements may be received and submitted if there is a reasonable basis for the conclusion that they throw light upon the condition of his mind at the time of making the will. It is not essential that there be evidence of the exact date of execution of the instrument if there be something in the record from which it can be reasonably inferred what the state of his comprehension .was when he made the will. In re Estate of Ring, supra; In re Will of Wharton, 132 Iowa 714, 718, 109 N.W. 492, 494.”

See also In re Estate of Olson, 252 Iowa 471, 474, 106 N.W.2d 345, 346; and Drosos v. Drosos, 251 Iowa 777, 785, 103 N.W.2d 167, 171.

Rule 61, section 413, Wigmore’s Code of Evidence, Third Ed., is:

“A person’s prior or subsequent condition as to sanity or insanity is admissible to evidence his condition at the time in issue; the range of time depending on the circumstances of the particular case as to the kind of the alleged incapacity, its probable persistence, and the person’s habits and health.”

See also reference to senile dementia in Drosos v.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Matter of Estate of Henrich
389 N.W.2d 78 (Court of Appeals of Iowa, 1986)
Wilson-Sinclair Company v. Griggs
211 N.W.2d 133 (Supreme Court of Iowa, 1973)
Gruis v. Winnebago County
207 N.W.2d 571 (Supreme Court of Iowa, 1973)
Pose v. ROOSEVELT HOTEL COMAPNY
208 N.W.2d 19 (Supreme Court of Iowa, 1973)
In Re Estate of Gruis
207 N.W.2d 571 (Supreme Court of Iowa, 1973)
State v. Wallin
195 N.W.2d 95 (Supreme Court of Iowa, 1972)
Wilkes v. Iowa State Highway Commission
186 N.W.2d 604 (Supreme Court of Iowa, 1971)
In Re Estate of Secrist
186 N.W.2d 665 (Supreme Court of Iowa, 1971)
Jones v. Iowa State Highway Commission Ex Rel. State
185 N.W.2d 746 (Supreme Court of Iowa, 1971)
Thornberry v. State Board of Regents
186 N.W.2d 154 (Supreme Court of Iowa, 1971)
Cory v. Ankeny State Bank
169 N.W.2d 837 (Supreme Court of Iowa, 1969)
State v. Carey
165 N.W.2d 27 (Supreme Court of Iowa, 1969)
State ex rel. Schmidt v. Backus
147 N.W.2d 9 (Supreme Court of Iowa, 1966)
In Re Estate of Roberts
140 N.W.2d 725 (Supreme Court of Iowa, 1966)
Hart v. Lundby
137 N.W.2d 642 (Supreme Court of Iowa, 1965)

Cite This Page — Counsel Stack

Bluebook (online)
110 N.W.2d 380, 252 Iowa 1220, 1961 Iowa Sup. LEXIS 589, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-springer-iowa-1961.