In Re Olson's Estate

106 N.W.2d 345
CourtSupreme Court of Iowa
DecidedNovember 15, 1960
Docket50089
StatusPublished
Cited by4 cases

This text of 106 N.W.2d 345 (In Re Olson'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 Olson's Estate, 106 N.W.2d 345 (iowa 1960).

Opinion

106 N.W.2d 345 (1960)

In the Matter of the ESTATE of Rudolph L. J. OLSON, Deceased.
Emily (Emma) LUTZ, Appellant,
v.
Louis J. KNOP, as alleged Executor of the Will of Rudolph L. J. Olson, and the Children of Per Olson Living at the Time of the Death of Rudolph L. J. Olson, said Children as Above Identified and Their Names Not Being known to this Plaintiff at this Time, Appellees,
Bethlehem Lutheran Church of Red Oak, Iowa, Appellee.

No. 50089.

Supreme Court of Iowa.

November 15, 1960.
Rehearing Denied January 13, 1961.

Life, Davis & Life, Oskaloosa, and L. T. Genung, Glenwood, and H. E. de Reus, Knoxville, for appellant.

Cook & Drake, Glenwood, for L. J. Knop, as Executor of the estate of Rudolph L. J. Olson, deceased, appellee.

J. R. Swenson, Omaha, Neb., for G. Oldenburg, attorney-in-fact for Yngve Osvald Persson, Jenny Paulina Nilssen, Thure Anton Persson, Gurli Karolina Nilsson, Ester Ingeborg Olson, Johan Mauritz Persson, Karl Henrick Persson, Erik Arthur Persson, *346 Anna Margareta Sandell and Arvid Gosta Olsson, appellees.

Leroy H. Johnson and Lavonne E. Billings, Red Oak, for Bethlehem Lutheran Church, Red Oak, appellee.

PETERSON, Justice.

This is an action contesting the will of Rudolph L. J. Olson, on the grounds of lack of proper execution, undue influence, and lack of testamentary capacity.

Rudolph Olson, age sixty-nine, a bachelor, was a resident of Malvern, Mills County, Iowa. At the time of death he was on a trip to Tucson, Ariz., and lost his life there on January 18, 1959, through an automobile accident. Both his parents predeceased him. He was survived by a sister as his sole heir; the contestant herein. She lived at or near Malvern until 1955, when she moved to Ottumwa.

October 25, 1952, Mr. Olson executed the following will:

"Last Will and Testament

"Know All Men By These Presents:

"That I, Rudolph L. J. Olson, of Malvern, Mills County, Iowa, being of sound mind and memory, do hereby make, publish and declare this to be my last will and testament, revoking any and all wills by me heretofore made.
"First: It is my will that my executor, hereinafter named, shall sell and convey all of my real estate, without appraisement or order of Court, and the proceeds from the sale thereof I give and bequeath to the children of my uncle, Per Olson of Tomelilla Skone, Sweden, living at the time of my death, in equal shares, share and share alike.
"Second: It is my will and I hereby give and bequeath the remainder and residue of my estate to the Bethlehem Lutheran Church of Red Oak, Iowa.
"Third: I hereby nominate and appoint Louis J. Knop as executor of my estate and ask that he not be required to give bond.
"In Testimony Whereof, I, the said Rudolph L. J. Olson, have subscribed my name this 25th day of October, 1952, in the presence of the subscribing witnesses hereto at my instance and request.
"/s/ Rudolph L. J. Olson
"We, the undersigned, subscribing witnesses hereto, at the instance and request of the above Rudolph L. J. Olson, in his presence and in the presence of each other, hereto subscribe our names as witnesses hereto this 25th day of October, 1952.
"/s/ Frances M. Hatfield "/s/ Woodford R. Byington"

January 26, 1959 the will was duly probated, and Louis J. Knop, a banker, was appointed executor of the estate.

March 10, 1959, Mrs. Emily Lutz, his sister, filed contest. At the trial she offered no evidence on the grounds of lack of proper execution and undue influence. All evidence was directed to the question of lack of testamentary capacity. When contestant rested, the trial court directed a verdict in favor of proponents.

Contestant has appealed.

I. It is agreed by all parties that the well known and oft-repeated rule as to the test of mental capacity is as follows: Capacity to (1) understand the nature of the instrument he is executing; (2) understand the nature and extent of his property; (3) remember the natural objects of his bounty; (4) know the disposition he desires to make. All four elements must be present. We cite a few recent cases. In re Estate of Rogers, 242 Iowa 627, 47 N. W.2d 818; In re Estate of Ransom, 244 Iowa 343, 57 N.W.2d 89; In re Moeller's Estate, 247 Iowa 174, 73 N.W.2d 15; In re Grahlman's Will, 248 Iowa 535, 81 N.W.2d 673; *347 In re Burrell's Estate, Iowa, 100 N.W.2d 177; Drosos v. Drosos, Iowa, 103 N.W.2d 167.

There is no question but what testator, especially in later life, was odd and had idiosyncracies, peculiarities, and abnormalities. The question is did they control testator to the extent that any of the four tests were absent when he made his will?

The burden of proof rests upon contestant. In re Estate of Kenny, 233 Iowa 600, 10 N.W.2d 73; In re Sinift's Estate, 233 Iowa 800, 10 N.W.2d 550; In re Heller's Estate, 233 Iowa 1356, 11 N.W.2d 586; In re Klein's Estate, 241 Iowa 1103, 42 N. W.2d 593; In re Hadley's Estate, 241 Iowa 1280, 45 N.W.2d 140; In re Scanlan's Estate, 246 Iowa 52, 67 N.W.2d 5; In re Estate of Ransom, supra; In re Burrell's Estate, supra; Drosos v. Drosos, supra.

II. We will summarize, briefly as to each witness, the testimony offered by contestant. Emily Lutz, contestant testified: Mother died March 18, 1950. Rudolph lived with her 2 years before her death. He attended country school and Malvern High School. He served in Field Artillery in 1st World War in Europe. After his return from the War he stayed home all the time. He let his hair grow long. He ate by himself at a separate table. He paid $527.50 to two men who claimed to be eye doctors and claimed to operate on his eyes. It appeared they were quacks and performed no operation. Parents joined Lutheran Church at Red Oak in 1910. Parents attended regularly after her father got a car. After she was married, she and her children attended a country church close by. Rudolph worked some on the farm. Contestant did not express an opinion that her brother was of unsound mind.

Roy Proctor, son-in-law of Mrs. Lutz stated: He knew Rudolph for about 25 years. Rudolph raised pumpkins and lived on pumpkins only for a while. Then the same with tomatoes. Once he wanted to return a suit to a merchant in Council Bluffs from whom he bought it. He could not find him, and it developed he bought the suit 25 years ago. Would strop his razor from 30 minutes to an hour. He stopped and picked up boards and other worthless things along the road. Rudolph cut wood for the stoves. Kept the pieces all the same length. He did not know how much corn and oats were raised on his farm. At times he ate spoiled eggs. He never worked with farm machinery.

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Bluebook (online)
106 N.W.2d 345, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-olsons-estate-iowa-1960.