In Re Grahlman's Will

81 N.W.2d 673, 248 Iowa 535, 1957 Iowa Sup. LEXIS 439
CourtSupreme Court of Iowa
DecidedMarch 5, 1957
Docket49055
StatusPublished
Cited by12 cases

This text of 81 N.W.2d 673 (In Re Grahlman's Will) 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 Grahlman's Will, 81 N.W.2d 673, 248 Iowa 535, 1957 Iowa Sup. LEXIS 439 (iowa 1957).

Opinion

Peterson, J.

Frederick Grahlman was born in Germany December 23, 1862. He came, as a young man, to the United States, whs married, and for his life’s occupation became a farmer. He purchased his first tract of land consisting of 80 acres in 1888. In 1902 he purchased an adjoining 160 acres, and in 1914 another 40 acres, thereby accumulating a total of 280 acres, of which he was the owner at his death. He and his wife reared six sons and four daughters. During the years from 1888 to 1922 he personally operated his farm. In July 1922 he purchased a small home in Fredericksburg, about six miles from the farm, and moved to town. He lived in this home thirty-two years. On December 2, 1954, he had a stroke and was removed to a hospital at West Union. He was confined in the hospital until he died on May 2, 1955. His wife died in 1937. After that his son Edward lived with him for about five years; another old gentleman lived in the house for two years; otherwise he lived alone. Various children came from time to time to clean up the house and help him in connection with the maintenance of the home. He drove a car until a year and a half before his death. September 12, 1946, he went to the office of an attorney at New Hampton and executed a will.

In his will he provided first for the payment of his just debts. He devised to his son William 120 acres of his farm. He said in the will this devise was in appreciation of the kindness of William and his wife to him during his lifetime. In connection with this specific devise he provided that if there was a mortgage against the farm at his death it should be paid by the executor *539 from other property in the estate. There was a mortgage of $2500. He then devised and bequeathed all the rest, residue and remainder of his property, share and share alike, to his ten children, naming them, including William. He appointed C. E. Leach, his banker, as executor of the estate with power to sell real or personal property to- pay debts, mortgage, and any other obligations and divide the proceeds among the devisees under the residuary clause. The value of the estate, according to inventory and stipulation, was $23,895.70. Of this amount the value of the farm bequeathed to William was estimated at $12,000. The will was witnessed by Evelyn B. Wilkins and E. P. Donohue.

At the same time the will was prepared he entered into a lease with William for rental of his farm, for the year starting March 1, 1947. The evidence is not too definite, but there seems to be general acceptance of the fact that William was with bis father at the lawyer’s office on the day the lease and will were executed.

The eight living children, outside of William, contested the will on the grounds of mental incapacity, fraud and undue influence. After testator executed the will, his daughter, Mary Harnisch, departed this life leaving two children. Proponents established the due execution of the will by testimony of subscribing witness, Evelyn B. Wilkins. The will was received in evidence. Contestants offered the evidence of two sons-in-law, one nephew, two tenants and their wives, four friends of decedent, and three doctors. After contestants rested, proponents filed motion for directed verdict which was sustained by the trial court. Contestants appealed.

I. In many cases, and especially in recent decisions, we have established a definite test concerning testamentary capacity. The testator must: (1) Understand the nature of the instrument he is executing; (2) know and understand the nature and extent of his property; (3) remember the natural objects of his bounty; (4) know the disposition he desires to make. We have approved this general test for many years, but recently it was clearly stated in: In re Estate of Rogers, 242 Iowa 627, 630, 47 N.W.2d 818. We have reaffirmed the test in: In re Estate of Groen, 245 *540 Iowa 634, 638, 62 N.W.2d 143; In re Estate of Moeller, 247 Iowa 174, 182, 73 N.W.2d 15, 19; Gillette v. Cable, 248 Iowa 7, 13, 79 N.W.2d 195, 199.

II. A résumé of the evidence, pertaining to mental condition of testator and any evidence of fraud or undue influence, will be of assistance in deciding the questions involved. We will note the rulings of the court, but will consider their legal effect later.

Elmer O’Connell testified he was a son-in-law of decedent and had known him since 1926. Mrs. Grahlman died in 1937 and from the time of her death until 1942 his son Edward lived in the home with the father. From 1950 to 1952 a man by the name of Will Moeller occupied the home with decedent. Otherwise, decedent lived alone, except for visits of various children. He stated decedent talked in “a foolish way.” On motion this statement was stricken by the trial court as a conclusion. He heard decedent say “that he wanted his children to all have the same.” This was stricken by the trial court for failure to fix the time when the statement was made. Decedent continued to drive his car until approximately a year and a half before his death. During the summer months up until the year 1949 he would drive his car to the farm. After that he only drove it around town. In 1951 decedent asked O’Connell to assist him in looking after his business, and executed power of attorney for such purpose. In 1953 decedent executed a note and gave a mortgage on 120 acres of his farm in the amount of $2500 and O’Connell assisted him in this business transaction. The money from rentals and proceeds of the loan were paid to decedent and deposited in his bank account. He related the fact that in December 1946 the children, including William, filed a petition against decedent for appointment of a guardian on the basis of his age and general inability to take care of his affairs. Shortly after filing the case William withdrew as a party plaintiff. Decedent retained counsel to contest the guardianship proceeding and answer was filed. The case was never tried. On March 19, 1948, it was dismissed without prejudice. This witness was asked as to whether he had an opinion as to the soundness of mind of dece *541 dent in September 1946. He said he had. When he was asked as to what the opinion was, objection was made. The court sustained the objection. The son William was a tenant on decedent’s farm on two occasions. Starting in 1936 for seven years; starting again in 1947 for five years.

Emil Schmudlach lived at Nashua. He was 55 years old and a nephew of decedent. His testimony was very brief. He stopped to see his uncle occasionally and in 1947 decedent said his legs bothered him, but “after he got going it wasn’t so bad.” Grahlman was a jolly, sociable old gentleman and enjoyed visiting with people. He would see him on an average of once or twice a year for about an hour or an hour and a half. They talked about old times and old friends and he carried on the conversation the same as usual. When he saw him they had nice visits. No opinion was requested from this witness as to soundness of mind.

Albert Thein was a tenant on the Grahlman farm from March 1, 1946 to March 1, 1947, when William moved on the farm. During the summer of 1946 decedent came on the farm a lot of times.

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Cite This Page — Counsel Stack

Bluebook (online)
81 N.W.2d 673, 248 Iowa 535, 1957 Iowa Sup. LEXIS 439, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-grahlmans-will-iowa-1957.