In Re Klein's Estate

42 N.W.2d 593, 241 Iowa 1103, 1950 Iowa Sup. LEXIS 459
CourtSupreme Court of Iowa
DecidedMay 2, 1950
Docket47617
StatusPublished
Cited by27 cases

This text of 42 N.W.2d 593 (In Re Klein'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 Klein's Estate, 42 N.W.2d 593, 241 Iowa 1103, 1950 Iowa Sup. LEXIS 459 (iowa 1950).

Opinion

Garfield, J.

Testatrix, Johanna Klein, died July 27, 1948, at the age of eighty-eight, survived by her husband, Abe, son John, daughter Helen Castorf, grandson Earl Klein whose father (Carl) died in April 1943 and grandsons Carl and Merlin Ryk-hoek whose mother (Marie) died January 1, 1945. Testatrix left three farms of a total value of about $120,000 and personalty of undisclosed amount.

The will, made December 28, 1945, gives a life estate in all property to the husband and subject thereto a farm of 177 acres to the son John, a 140-acre farm to the grandsons Carl and Merlin Rykhoek, the home 160 acres to the grandson Earl Klein *1106 and $2000 to tbe daughter Helen Castorf. The son John is nominated executor.

The codicil, executed March 26, 1947, makes these changes in the will: The legacy to the daughter Helen is reduced to a life estate in $2000 with remainder to the son and daughter of the son John. The 140-acre farm is left to the daughter-in-law Enid Klein (widow of the son Carl) subject to a charge of $10,500 payable by her in three equal shares to the grandsons Carl and Merlin Rykhoek and Carl E. Klein, son' of John Klein. The husband, Abe, is given the right to use or dispose of the moneys and credits, with seventy-five per cent of any remainder at his death to the son John and twenty-five per cent to the grandson Earl Klein.

The son John offered the will and codicil for probate. Objections were filed by the daughter Helen Castorf and grandsons Carl and Merlin Rykhoek, charging improper execution of the will and codicil and mental incapacity and undue influence. The jury returned a verdict for contestants and its answers to interrogatories state neither the will nor codicil was executed 'according to law and testatrix lacked testamentary capacity and was under undue influence when both will and codicil were made. Judgment was entered on the verdict denying probate of the will and codicil. ■ From the judgment proponent has appealed.

I.' Proponent contends it was established as a matter of law that both will and codicil were duly executed. Contestants say the issue was properly submitted to the jury.

The witnesses to the will are Mr. and Mrs. Yander Pol, farm neighbors of testatrix. Mr. Yander Pol’s brother married a sister of Ben Rykhoek, father of contestants Carl and Merlin Rykhoek. In the forenoon of December 28, 1945, Enid Klein (widow of the son Carl), who lived with testatrix and her husband, went to the Yander Pol home and asked them whether they would come and witness Johanna’s will. The Vander Pols went to the Klein home that evening. Mr. and Mrs. Klein and Enid were there.

Mr. Yander Pol testifies: “Mr. Klein went in the other room and got the will and put it on the table where Mrs. Klein was and she signed it and she gave me the pen and I signed it. *1107 Then I gave the pen to my wife and she signed it. Both my wife and I were present when Johanna signed.”

Before testatrix signed the will she was uncertain whether to sign “Mrs. Abe Klein” or “Johanna Klein.” Mr. Klein then called Enid into the room, who told her to sign the way her name appeared in the will. Enid also showed testatrix the line on which to sign. Vander Pol also says “Mrs. Klein never said a word about what she was signing. I wouldn’t have known what she had signed if Enid hadn’t told us she wanted us to come down and witness a will.”

Mrs. Vander Pol’s testimony is substantially the same as her husband’s. Both seem quite clear as to the circumstances of the signing. Mrs. Vander Pol says testatrix wrote the date in the will.

Witnesses to the codicil afie Mr. and Mrs. Knopf, tenants on one of testatrix’ farms. Mrs. Knopf formerly taught school. The daughtér-in-law Enid asked Mrs. Knopf by telephone if she and her husband would come over to the Klein home. Two or three weeks earlier Abe had told Mr. Knopf “Grandma” was going to change her will. Mr. and Mrs. Knopf went to the Klein home that afternoon. Mr. and Mrs. Klein were alone in a small room. The codicil was on the table where Mrs. Klein was sitting. She signed the paper, then handed Mr. Knopf the pen, he signed, handed the pen to his wife and she signed. ■ Both Mr. and Mrs. Knopf testify to these matters and that they do not recall any statement by Mrs. Klein regarding the will or codicil.

On August 10, 1948, after testatrix died, Mr. Knopf told one of contestants’ attorneys and Ben Rykhoek he knew nothing about what was in the paper they signed, that Mr. Klein (rather than Enid) asked them by phone to come over and “Mrs. Klein didn’t say anything -while we were there. I don’t remember that Mr. or Mrs. Klein signed while we were there. They might have.” The attorney wrote out this statement but Mr. Knopf refused to sign it because he did not want trouble with the Kleins although he then admitted it was true. Later Knopf talked with his wife, with Mr. Klein, and with proponent’s attorney and testifies the special reason he now remembers he saw Mrs. Klein sign the codicil is that was the first time he ever saw her write her name.

*1108 The will and codicil were prepared by Mr. Campbell, an attorney in Newton, a few days before the date of each instrument. The attestation clause to the will signed by the Vander Pols reads: “We hereby certify-that Johanna Klein, of Jasper County, Iowa, did in our presence in said county on December 28, 1945, sign the foregoing instrument and declare it to be her last will and testament and we, at her request and in her presence and in the presence of each other, do hereunto subscribe our names as witnesses thereto-.” The attestation clause to the codicil signed by the Knopfs is the same except the date is March 26, 1947, and the instrument referred to is “her codicil to her last will and testament.” It is to be inferred none of the four witnesses read the attestation clause they signed.

Section 633.7,' Code, 1946, requires that a will “be in writing, signed by the testator * * * and witnessed by two competent persons.” Witnesses to the will must subscribe to it. In re Will of Boyeus, 23 Iowa 354. Compliance with this statute is all that is necessary for proper execution. Scott v. Hawk (Ladd, J.), 107 Iowa 723, 77 N.W. 467, 70 Am. St. Rep. 228; In re Estate of Bybee, 179 Iowa 1089, 1092, 160 N.W. 900; In re Will of Droge, 216 Iowa 331, 334, 249 N.W. 209; 68 C.J., Wills, section 273, page 649.

The statute contemplates the will must be signed by the maker in the presence of the subscribing witnesses or he must adopt or acknowledge his signature to- them and it must be signed by the witnesses at the request of the maker. In re Will of Droge, supra; In re Estate of Harter, 229 Iowa 238, 247, 294 N.W. 357.

No formal request by the maker to- the witnesses to act as such is necessary. The request may be implied from his acts or conduct or from surrounding circumstances. See In re Estate of Mathews, 234 Iowa 188, 194, 12 N.W.2d 162, 165, and citations; In re Estate of Burcham, 211 Iowa 1395, 1399, 235 N.W. 764; Mulligan v. Leonard, 46 Iowa 692, 695; In re Cosgrove’s Estate, 290 Mich. 258, 287 N.W. 456, 125 A. L. R.

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42 N.W.2d 593, 241 Iowa 1103, 1950 Iowa Sup. LEXIS 459, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-kleins-estate-iowa-1950.