In Re Farlow's Estate

50 N.W.2d 561, 243 Iowa 15, 1951 Iowa Sup. LEXIS 483
CourtSupreme Court of Iowa
DecidedDecember 13, 1951
Docket47890
StatusPublished
Cited by9 cases

This text of 50 N.W.2d 561 (In Re Farlow's Estate) 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 Farlow's Estate, 50 N.W.2d 561, 243 Iowa 15, 1951 Iowa Sup. LEXIS 483 (iowa 1951).

Opinion

Garfield, J.

The sole question upon this appeal is whether there is substantial evidence testator’s will was procured by undue influence of proponent-appellant, testator’s widow. Contestants are the three living adult sons of testator’s prior marriage. The will, made March 25, 1949, leaves $100 to each contestant and the rest of'the estate to proponent. The jury found undue influence. *16 From judgment on the verdict denying probate proponent has appealed.

Of course the evidence must be viewed in the light most favorable to contestants, giving them the benefit of all permissible inferences. See In re Estate of Telsrow, 237 Iowa 672, 674, 22 N.W.2d 792, 794; James v. Fairall, 154 Iowa 253, 257, 134 N.W. 608, 609, 38 L. R. A., N. S., 731.

There is no direct evidence the will was the product of undue influence exercised at the time it was made. However, we have said many times undue influence may be, and usually is, proven by circumstantial evidence. Direct proof is seldom available. See In re Estate of Telsrow, supra, 237 Iowa 672, 677, 22 N.W.2d 792, 796, and citations; In re Estate of Ankeny, 238 Iowa 754, 760, 28 N.W.2d 414, 417; In re Estate of Rogers, 242 Iowa 627, 635, 47 N.W.2d 818, 823, and citations.

This is not a case where the claim of undue influence is strengthened by a showing of mental incapacity. There is no evidence testator was of unsound mind. There is testimony he was sorely troubled, despondent, and had lost as much as twenty pounds in weight about the time the will was made. He died September 20, 1949, his sixty-first birthday, on a country road in Missouri from gunshot. Verdict of the coroner’s jury was suicide. 1

Testator lived most of his adult life down to the fall of 1943 in or near 'Winterset. In 1930 he and his family moved to a large farm near there. His first wife, whom he married in 1909, died in 1940. For several years his sons, especially the two oldest, worked on the farm and helped in a dairy business conducted from there. They received little pay. There is much evidence father and sons were on good terms. He spoke well of them and said they would be cared for at his death. Ralph, married, with two children, became totally disabled from tuberculosis contracted in World War II and lived on a government pension. He had worked hard on the farm and in delivering milk in Winter-set thirteen years, for which he received almost no pay except his living.

In September 1941 testator advertised for a housekeeper. Proponent, who lived in St. Louis, was visiting in Des Moines, applied for and received the job and went to the farm to live. *17 She was seventeen years younger than testator and had been married twice. She divorced her second husband in St. Louis in March 1942 and married testator the following October 7.

About October 1,1943, Mr. and Mrs. Farlow bought a locker plant at Scranton, Iowa, and proponent (Beulah) went there to operate it. Mr. Farlow left the farm and went to Scranton after crops were harvested and disposed of and a closing-out sale was held. Testator’s bank account was charged with $4000, the amount paid for the Scranton property. Title was. taken in Beulah’s name and the bank account at Scranton was carried in her name.

In April 1944 this Scranton property was sold for $5000 which was deposited in a separate account in Beulah’s name. In February 1944 Mr. and Mrs. Farlow purchased, a home in Scranton for $4250. Title was taken in both as joint tenants. On March 1, 1945, this home was sold for $4650, which at Beulah’s request was paid her. Beulah did “most of the talking about this deal, Mr. Farlow did not have much to say and Mrs. Farlow did not ask any of his advice.”

After a year or more at Scranton the Farlows sold the locker plant there and went to Stuart, Iowa, where they bought a similar business. Title was taken in Beulah’s name. We understand a home at Stuart was also’ purchased and title taken in Beulah’s name. In 1945 the Stuart property was sold and a locker plant purchased at Denison. This included property at Defiance, Yail and Buck Grove. Title to all the properties was taken in proponent. Later, when testator tried to get the Denison property in his name, proponent told a witness she was going to keep it in her name.

The Farlows went to Denison to take over the locker plant there in March 1945 and remained until August 1949, when they moved to Missouri, about six weeks before' testator’s death. The Farlows purchased a residence at Denison in September 1945 and in November 1947 an acreage near there for $11,000. Title to both was taken in them as joint tenants.

In June 1949 the Denison plant was sold for $35,000 — • $20,000 cash was paid. The contract provided payments were to be made to proponent. Soon afterwards she withdrew $20,000 from the bank account at Denison and deposited it in her name *18 in a Des Moines bank. At testator’s death the Farlows retained ■the locker plant at Defiance valued at $24,000, the property at Vail, both in Beulah’s name, and the acreage near Denison held in joint tenancy, in addition to the Missouri property about to be mentioned.

After the will was made and the Denison plant sold, a tourist court near Fulton, Missouri, was purchased in testator’s name for about $28,000. A cash payment of $16,000 was made from the $20,000 on deposit in the Des Moines bank. One thousand dollars was deposited from this account in a Missouri bank for operating expenses, and the remaining $3000 was deposited in Beulah’s name in Missouri.

There is little dispute as to the above matters. Those to which we will now refer are supported by substantial evidence, at least when viewed in the light most favorable to contestants.

While the Farlows were in the locker business Beulah was very active in managing it although she had no prior experience in such business. Testator had been a meateutter for'many years. Beulah kept the books (she had kept books in St. Louis) and handled the money. The jury could find she was “the boss” and dominated her husband. He did what she wanted him tó do. While at Denison she frequently took from the cash drawer as much as $200 to $500 in currency and put it in her purse. Apparently she did not plan to deposit it in the business account in the bank. An automobile was purchased, at Beulah’s insistence, and registered in her name. She said, “When I get ready to buy a car, I’ll buy a ear.” Instead of asking testator to take her to a show she would announce “We are going to the show.”

Proponent belittled testator and treated him with ridicule and contempt. He acted “like a whipped dog.” She frequently referred to him as “the old son-of-a-b-.” Several times she said she “wished the old s-o-b was dead.” She tried to alienate testator’s affection for his sons. One time when the son Ralph was sick and wrote his father for money she told an employee Ralph would get no money because she was watching both the cash and the checkbook. Testator refused a loan to another son after conferring with proponent.

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Bluebook (online)
50 N.W.2d 561, 243 Iowa 15, 1951 Iowa Sup. LEXIS 483, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-farlows-estate-iowa-1951.