In Re Hurlbut's Estate

46 N.W.2d 66, 242 Iowa 353, 1951 Iowa Sup. LEXIS 421
CourtSupreme Court of Iowa
DecidedFebruary 12, 1951
Docket47782
StatusPublished
Cited by9 cases

This text of 46 N.W.2d 66 (In Re Hurlbut'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 Hurlbut's Estate, 46 N.W.2d 66, 242 Iowa 353, 1951 Iowa Sup. LEXIS 421 (iowa 1951).

Opinions

Mulroney, J.

The children of Henry J. Hurlbut, deceased, filed objections to the probate of his will alleging the testator was of unsound mind and incapable of making a will; that he had been subjected to the undue influence of proponent; and that he had been induced to make the will in proponent’s favor by reason of the latter’s fraud and false representations. The will gave testator’s two adult children'$1.00 each and almost all of the rest of his property to proponent whom he had married about three and a half months before he died.

[355]*355Upon the trial the court submitted the issue of undue influence only and the jury returned a verdict for contestants. Upon this appeal the first challenge is that the evidence was insufficient to warrant submission of the case to the jury.

I. Viewing the record in the light most favorable to contestants we hold the evidence sufficient to warrant the submission of the issue of undue influence to the jury. The testator was a widower about seventy years old in the latter part of 1948. lie owned the Scenic Hotel in McGregor, Iowa, and worked as a conductor on the Milwaukee Railroad. He lived in an apartment in this hotel. His son, Robert, was married and lived in Madison, Wisconsin, where he was district passenger agent for the Milwaukee Railroad. His daughter, Mabel Sielehr, was a patient at the Lakeview Tuberculosis Sanatorium which was apparently in or near Madison, Wisconsin. She had seven children ranging in age from seven to twenty-four years. Her husband, Norman, was also an employee of the Milwaukee Railroad, and the deceased held a mortgage on their home in Madison in the sum of $2600.

The record shows a friendly feeling existed between the father and his two children and he saw them frequently as his run necessitated a layover of several hours in Madison. In December of 1948 the father visited the sanatorium, and Mabel, whose room was close to the nurses’ desk, overheard him ask as to her condition. She said she was given two months to live and that her father cried and was very upset. Mabel died before the trial and her testimony was by deposition.

The proponent was a practical nurse about fifty-eight years old, who had worked at the sanatorium for about a year and a half prior to December 1948. She was divorced from Raymond Roth in August of 1948. She took care of the patients in the sanatorium, including Mabel. About December 15,1948 she heard deceased, on’ one of his weekly visits to Mabel, say that he was a conductor on the railroad and that he owned a hotel in Mc-Gregor and she later asked Mabel for her father’s address. There is testimony that she was an aggressive type of woman and after the December visit of deceased she would stay in the room when deceased visited his daughter, or come to the door and call him out, or meet him on the stairs before or after his visits. The [356]*356deceased and proponent started going out together once or twice a week to dinner and to shows. During the latter part of January proponent told the superintendent of nurses that “she expected to get the hotel at McGregor, a diamond ring and all of Mr. Hurl-but’s money, $1000 of it immediately * * # that she intended to marry deceased, that he would malee a will in her favor.” This superintendent said it became necessary to move proponent to another floor as her presence upset Mabel, and Mabel testified her father made but few visits in February or March. On his' last visit in March proponent was with him and she sat on his lap during the visit.

In the latter part of January the deceased underwent surgery ' in the Madison General Hospital for cancer. The proponent took time off from her job and was his special nurse for two nights. The doctor who operated on deceased said he told him after the operation that he would not recover; that he had a very short time to live. The proponent stated she knew deceased “had sarcoma, cancer affecting the blood stream.” Robert visited his father while he was in the hospital with his father’s unemployment insurance papers, and proponent, who was standing near the bed, tried to see the papers. Robert said he ordered her to leave the room and when she did not go a nurse came into the room and took proponent out.

The deceased recovered enough to go back to work and on April 6, 1949 he married the proponent in Elkader, Iowa. Prior to the marriage, deceased consulted Mr. Coon, a lawyer in Mc-Gregor, and also a Wisconsin lawyer with reference to whether they could be married in view of proponent’s divorce in Wisconsin in August 1948. The Wisconsin lawyer testified he told deceased proponent could not marry until one year after the divorce, or August 1949. Mr. Coon was one of the witnesses to the marriage in Elkader, swearing that neither party had been divorced within the year. Mr. Coon- testified that on January 24, 1949 (about the time of proponent’s conversation with the nurse-superintendent) he drew a will for deceased which gave proponent $1000, and the hotel to proponent and his older sister, and the balance to his children. This will was executed in his office. He said that in May he drew a new will for deceased giving his sister a home for life and the balance to proponent. [357]*357This will was executed in the lobby of the Scenic Hotel. On June 18, 1949 he said deceased and proponent came to his office and he drew the will in question changing the provision as to his sister from a “home” for life to “room and board” and leaving $1.00 to each of his children. Proponent was not in the lawyer’s private office when the will was executed and she said she had left the lawyer’s suite before the witnesses to the will arrived. Immediately after the June 18 will was executed the prior wills were destroyed. Deceased died July 20, 1949. There is evidence of an incident a few days before he died when deceased’s son and son-in-law tried to visit with him when he was apparently too sick to move or speak and, although the evidence was conflicting, the jury could believe proponent would not let them see deceased alone and ordered them to leave. Also the hotel •building was sold for $20,000 in May of 1949, the purchasers paying $10,000 in cash and giving a mortgage back to deceased and/or proponent for $10,000. The proponent produced $8000 in United States savings bonds at the time of trial payable to “Henry J. and/or Elizabeth J. Hurlbut.” On June 18, 1949, the day the will was executed, the deceased gave proponent a bill of sale to an itemized list of all of the furniture and silverware and all property in his Scenic Hotel apartment. The consideration recited was “one dollar and love and affection.”

There was other evidence showing the complete change in the father’s attitude toward his children after he started going with proponent and evidence from which the jury could infer this was caused by proponent’s influence. "We have not related all of the testimony, and some of the testimony we have recited was denied. It is not necessary to state more for the case must be reversed for instruction errors, but we feel the testimony makes out a case for the jury on the issue of undue influence.

The evidence would warrant an inference that proponent conceived a plan to get deceased’s property almost from the time she met him and learned of his property.

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In Re Hurlbut's Estate
46 N.W.2d 66 (Supreme Court of Iowa, 1951)

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Bluebook (online)
46 N.W.2d 66, 242 Iowa 353, 1951 Iowa Sup. LEXIS 421, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-hurlbuts-estate-iowa-1951.