In Re Will Contest in the Estate of Soderland

30 N.W.2d 128, 239 Iowa 569, 1947 Iowa Sup. LEXIS 376
CourtSupreme Court of Iowa
DecidedDecember 16, 1947
DocketNo. 47129.
StatusPublished
Cited by21 cases

This text of 30 N.W.2d 128 (In Re Will Contest in the Estate of Soderland) 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 Will Contest in the Estate of Soderland, 30 N.W.2d 128, 239 Iowa 569, 1947 Iowa Sup. LEXIS 376 (iowa 1947).

Opinion

Mulroney, J.

The will of Lewis Soderlund, dated January 12, 1940, provided in part as follows:

“I have heretofore conveyed to my brother Andrew Soder-lund approximately 200 aeres which was in Garden Township, Boone County, Iowa, and said conveyance ivas made with the understanding that 1 should live with my said brother Andrew Soderland without charge for board, lodging and care ah the rest of my life if I so desired; and I have also conveyed to my nephew, Martin Soderlund and his wife Myrtle Soderlund the *572 property where said Martin E. Soderlund and his wife are now living, with the understanding and agreement that I shall have the right to continue to live with them until my death without charge.
“2. I give and bequeath to Orville Soderlund, son of my deceased brother, Charles Soderlund, the sum of Five Plundred ($500.00) Dollars.
“3. I give and bequeath the sum of Five Hundred ($500.00) Dollars to my niece, Myrtle Soderlund a daughter of my deceased brother, Andrew Soderlund.
“4. I give and bequeath the sum of Fifty ($50.00) Dollars to each of my following named nieces, Ethel Frise Anderson, Stella Frise Bengtson, Ruby Frise Frisk, children of my deceased ^sister, Tillie Frise.
“5. I give and bequeath the sum of Fifty ($50.00) Dollars each to Pearl Alsin Carlson, Ralph Alsin, and Marion Alsin, children of my deceased sister, Mary Alsin.
“6. All the rest, residue and remainder of my estate, real, personal and mixed, of which I die seized or to which I may be entitled, I give, devise and bequeath as follows: An undivided one-seventh (1/7) each to Elmer F. Soderlund, Effie B. Soderlund, Martin E. Soderlund, Mabel Soderlund Finch, Florence Soderlund, and Allen L. Soderlund, children of my brother Jonas Soderlund, and an undivided one-fourteenth (1/14) each to Arlene Soderlund and Jean Soderlund, grandchildren of my said brother Jonas Soderlund.
“7. I hereby nominate and appoint my two nephews, Elmer F. Soderlund and Martin E. Soderlund, to be the joint executors of this my last will and testament, hereby exonerating them from giving bonds for the faithful performance of their duties as such.”

When the foregoing will was offered for probate, by the heirs named in clause 6, the devisees named in clauses 2, 3, and 4, who are children of Lewis’s deceased brothers and sister, filed objections, alleging the will was the result of fraud and undue influence and that deceased lacked testamentary capacity. The heirs named in clause 6 are the children and grandchildren of Lewis’s brother Jonas, who is still alive. In the trial upon *573 the issues so made the tidal court submitted the issue o£ undue influence and the jury returned a verdict for the contestants. The proponents of the will appeal, alleging- sixteen grounds of error, the first raising the sufficiency of the evidence to establish that the will in question was procured by, or was the result of, undue influence. This ground requires a review of the long record. (The family name is called both Soderlund and Soderland.)

Lewis Soderland, a bachelor, died in the Old People’s Home in Madrid, Iowa, on July 15, 1946, about five and a half years after the will was executed. At the time he died he had 320 acres of land in Boone county and about $11,000 in cash. There was some dispute in the record as to whether he was ninety-three or ninety years old at the time of his death. He was a man of practically no education. He could not read or write, with exception that he did occasionally sign his own name. His name was signed to the will in question. Up until the year 1916 he lived on what is known in the record as the home eighty, a farm, near Slater, Iowa. When his mother, Bertha Soderland, died in the winter of 1915 he moved to his brother Andrew’s home in Slaler, Iowa, and he lived there for about the next twenty years. His brother Andrew died in March of 1938 and his widow, Minnie, broke up her home in Slater and went to Des Moines to live with her daughter, and Lewis went to the home of his nephew Martin Soderland in Madrid. He continued to live with Martin until the month of December 1944, when he went to the home of Martin’s brother Elmer, also in Madrid, where he lived until May of 1945, on which date he was taken to the Old People’s Home in Madrid, where he died about fourteen months later.

The Boone attorney who drew and witnessed the will testified that on January 12, 1940, he received a telephone call from Elmer, or his wife, to come and draw the will, and that he and his stenographer drove to the Elmer Soderland home in Madrid. He said that someone (he believed it was Elmer) went after Lewis and that he talked to Lewis about the way he wanted the will and that he then drew the will and read it over to Lewis and Lewis said that was the way he wanted it, and *574 that they waited around while Elmer, went after O. R. Peterson, who was to sign as a witness. When Peterson came, Lewis signed the will, and the attorney, his stenographer and Peterson signed the will as witnesses and the attorney then took the will with him.

On October 19, 1940, Lewis deeded a 200-aere farm to Martin, Elmer and Effie, and on July 2, 1941, he deeded another 120-acre farm to Martin, Elmer and Effie. This comprised all of the real estate Lewis owned. These deeds were notarized by the same attorney that drew the will. It is perfectly clear that Martin, Elmer, Effie and Mabel all knew of the provisions of Lewis’s will. Mabel who was left out of the above deeds started a guardianship proceeding against Lewis in 1945 and then settled her differences with her brothers and sister by a strange sort of contract, dictated and prepared by the attorney who drew the will and another Boone attorney representing Mabel. In this contract Elmer and Martin and their sister Effie who held title to all of Lewis’s real estate stated that their title was merely in trust so that they could look after the real estate and distribute it under the terms of the will when Lewis died. The contract provided that Martin and Elmer were to relinquish their power of attorney by which they looked after Lewis’s property, and O. R. Peterson was to act as trustee and Martin and Elmer were to turn over all funds they then, had of Lewis’s to Peterson and Peterson was to be the sole judge of the fairness of the accounting and he was to pay the attorney representing Martin, Elmer and Effie, who' was the attorney that drew the will, the sum of $300 and Mabel’s attorney $500, and this was to be paid from funds turned over to him by Martin and Elmer and to be charged to the interest of all the parties named in clause 6 of the will in the proportion as their interest there appeared. At the time of this contract Lewis was in the Old People’s Home. When the contract was executed, Martin, Elmer and Effie executed deeds to the other persons named in clause 6 of the will of fractional interests in the realty, so thereafter the title to Lewis’s realty stood in the names of the parties named in clause 6 in the fractional interests there appearing. After the execution of the contract and the recording of the deeds, Mabel dismissed *575 her guardianship aciiou—though a few days later O. E.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Regal Insurance Co. v. Summit Guaranty Corp.
324 N.W.2d 697 (Supreme Court of Iowa, 1982)
Johnstone v. Johnstone
190 N.W.2d 421 (Supreme Court of Iowa, 1971)
Anderson v. Wilcox
189 N.W.2d 541 (Supreme Court of Iowa, 1971)
State v. Clark
187 N.W.2d 717 (Supreme Court of Iowa, 1971)
Cory v. Ankeny State Bank
169 N.W.2d 837 (Supreme Court of Iowa, 1969)
State v. Schmidt
145 N.W.2d 631 (Supreme Court of Iowa, 1966)
Edler v. Fick
110 N.W.2d 665 (Supreme Court of Iowa, 1961)
Willesen v. Our Savior's Evangelical Lutheran Church
105 N.W.2d 640 (Supreme Court of Iowa, 1960)
Stiefel v. Wandro
68 N.W.2d 53 (Supreme Court of Iowa, 1955)
In Re Groen's Estate
62 N.W.2d 143 (Supreme Court of Iowa, 1954)
Stupka v. Scheidel
56 N.W.2d 874 (Supreme Court of Iowa, 1953)
In Re Farlow's Estate
50 N.W.2d 561 (Supreme Court of Iowa, 1951)
In Re Hurlbut's Estate
46 N.W.2d 66 (Supreme Court of Iowa, 1951)
Hunt v. Breneman
45 N.W.2d 138 (Supreme Court of Iowa, 1950)
In Re Klein's Estate
42 N.W.2d 593 (Supreme Court of Iowa, 1950)
Dakovich v. City of Des Moines
42 N.W.2d 511 (Supreme Court of Iowa, 1950)
Friedman v. City of Forest City
30 N.W.2d 752 (Supreme Court of Iowa, 1948)

Cite This Page — Counsel Stack

Bluebook (online)
30 N.W.2d 128, 239 Iowa 569, 1947 Iowa Sup. LEXIS 376, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-will-contest-in-the-estate-of-soderland-iowa-1947.