In re Probate of the Will of Martin

166 Iowa 233
CourtSupreme Court of Iowa
DecidedJune 7, 1913
StatusPublished
Cited by8 cases

This text of 166 Iowa 233 (In re Probate of the Will of Martin) 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 Probate of the Will of Martin, 166 Iowa 233 (iowa 1913).

Opinion

Withrow, J.

I. On March 7, 1910, Elizabeth Martin executed an, instrument offered for probate as her last will and testament. Prior to that she had at different times executed five or six other wills. Her husband had died years before; they had no children, nor no dependents, excepting a nephew, Roy Downs, who because of physical and mental infirmities had been the special object of solicitude of both Mr. and Mrs. Martin. During his lifetime Mr. Martin had accumulated a large estate, the bulk of which upon his death passed to his wife under his will. She had at the time of her death been a resident of Mills county for over fifty years, and with her husband and after his death, had been deeply interested in religious and charitable objects. Aside from Roy Downs, for whom she made substantial and ample provision in her will, none of her relatives had other claims upon her bounty than that resulting from their collateral relationship. She died about six months after the execution of the will in controversy. Upon the offer of her will for probate, objections were filed by somé of her relatives (two sisters and nephews and nieces), charging that the execution of the instrument was procured by undue influence, and also that at the time of its execution she was of unsound mind.

The evidence introduced on the part of contestants tended to show that Mrs. Martin had many of the infirmities incident to old age, and also that there were evidences of mental weak 1. Widds : mental unsoundness: evidence. ness, indicated by despondency followed by exaltation, distrust of the motives of her friends and relatives who came to visit her. and refusal at times to see them; that she often talked to her[236]*236self, would cry without apparent cause, would manifest feelings of anxiety without reason, would sign checks relating to her business without reading them, would forget recent important transactions, and was addicted to the frequent use of whisky, against which her nurse advised her; that during the last two years of her life her mind had become weak so that at the time of the execution of the offered instrument she was wanting in the necessary capacity to make a will. Cross-examination, however, lessened the force of much of this testimony. There also was evidence of other incidents and features of her life and habits which contestants offered in support of their charge, and which tended to support their claim, but which were not so different in general effect from those stated as to require detailed mention.

To support the charge of undue influence, the contestants depended upon the facts bearing upon unsoundness of mind and weakened and failing powers, together with the following: For some years Mrs. Martin had employed Mr. Gillilland as her business, and legal adviser at a fixed annual compensation. She had relied largely upon his judgment as to the securities offered for loans, although it is shown that one time at least she declined to accept one offered loan with its security, stating that she did not care to make it. A few days prior to the execution of the instrument in controversy, feeling that her health was failing and that her end might be near, she directed her nurse to send for Mr. Gillilland to assist in the preparation of her will, the last of the previous wills executed by her not fully meeting her desires. Her adviser came, accompanied by his partner, Mr. Logan. According to the testimony of the nurse, Mrs. Martin told her attorney that she wished to make a will the heirs could not break. All of the testimony as to this transaction fairly shows that there was at the time a full discussion between Mrs. Martin and her counsel as to the disposition she wished to make of her property. She recognized her accepted duty towards Roy Downs, and wished suitable provision to be made for his support. She said that [237]*237she did not care to leave anything to her sister, Mrs. Anderson, as she had plenty for her comfort during her life. Her inclination, after a few substantial personal bequests, and for the support of Roy Downs, was to dispose of her estate by giving it to religious and charitable purposes. Mr. Gillilland suggested that if she was so disposed, a gift to Tabor College would be along the lines of her general purpose. To this she objected, stating that she wanted to leave her money where her husband’s business had been, in Mills county. It was then suggested by Mr. Gillilland that, as she wished to make a gift to perpetuate her memory, she recognize the Y. M. C. A. of Glenwood. This seemed to appeal to her, and finally after discussing the plans and work of the association she decided to make it a beneficiary. At this time the organization in Glen-wood had not been completed, and her counsel advised a postponement in executing the will for a few days. This was agreed to; and on the following day the organization of the Y. M. C. A. in Glenwood was perfected, Mr. Gillilland and Mr. Logan being active in the movement. A few days later the will was executed, carrying bequests to one sister, nephews, nieces, provision for Roy Downs, and substantial gifts to a hospital at Omaha, to one at Council Bluffs, to Martin’s Chapel, the church home of her husband and herself, and to the Glen-wood Library. To the Y. M. C. A. of Glenwood she bequeathed the sum of $10,000, to be known as the Elizabeth Martin memorial fund, with a further sum of $5,000 to be a part of said fund, the income of the latter to be devoted to the support of Roy Downs during his lifetime. The estate disposed of was about $40,000 in value.

It is claimed by the contestants that the will as thus executed carried out the purpose of Mr. Gillilland and his associate, Mr. Logan, and not that of Mrs. Martin; that the nurse who was present at the time it was first considered was not permitted to remain in the room while the subject was under discussion; and that Mr. Logan accompanied his associate to aid by their joint efforts in procuring the gift to the [238]*238Y. M. 0. A. It appears, however, that the nurse first suggested that she should leave the room, and that Mr. Logan had gone to assist Mr. Gillilland who, by reason of an injured arm, was unable to write. Upon the conclusion of contestants’ case in chief the court withdrew from the consideration of the jury the question of undue influence.

The evidence on the part of the proponents tended to show that Mrs. Martin was a woman of good mental powers for her years; that she had a quick and accurate understanding of her business affairs; that the use of liquor which had been claimed to be excessive was moderate, not as a beverage, but to secure relief from an irritation of the throat. Friends and neighbors who had known her for many years visited her about the time of the execution of the will, before and after, and saw nothing to indicate unsoundness of mind; and a physician who had treated her at different times called upon her late in March following the time the will was signed and testified that she was then of sound mind. It is unnecessary to set out the testimony more in detail. Enough has been presented to indicate a conflict in facts. It was shown that in its general terms and purposes, excepting the gift to the Y. M. 0. A., the will was in substantial harmony with previous wills, varying in details where change to her seemed proper, and that at the time of its execution she intelligently considered its terms and appreciated its effect.

We have set out at considerable length so much of the testimony as will indicate the nature of the fact in controversy, which does not differ materially in a general way from many other cases of this character.

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Bluebook (online)
166 Iowa 233, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-probate-of-the-will-of-martin-iowa-1913.