In Re Will of Behrend

290 N.W. 78, 227 Iowa 1099
CourtSupreme Court of Iowa
DecidedFebruary 13, 1940
DocketNo. 44899.
StatusPublished
Cited by3 cases

This text of 290 N.W. 78 (In Re Will of Behrend) 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 of Behrend, 290 N.W. 78, 227 Iowa 1099 (iowa 1940).

Opinion

Oliver, J.

This action involves the admission to probate of an instrument executed November 5, 1935, as the will of Mary Behrend who died February 17, 1937, aged 76 years. In 1910, testatrix and her husband, Louis Behrend, had moved from their farm to the town of Tripoli, Iowa. They deeded a farm near Tripoli to each of their two children, appellee, Will, and appellant, Carl, who have since occupied the same. Under the arrangement each son agreed to pay the parents, or surviving parent, an annuity or rental of $250 per year. Louis Behrend died in 1931, leaving his property consisting of the home in Tripoli and $6,700 in certificates of deposit to testatrix, Mary Behrend. Mrs. Behrend continued to occupy the home until her death, apparently living alone.

The sons were not upon friendly terms with each other. Carl and his wife testified to a controversy between them in the presence of Mary Behrend at the time the Louis Behrend will was opened, in which Will said, “That is all you are going to get from that. I will get all the rest of it.” To this Carl replied, “That all depends. After this everything is going 'to be black and white. We are going to have a guardian appointed and you will pay your rent as good as I do. ”

Carl then talked with his mother about a guardian for her and shortly thereafter had his attorneys prepare such an application for Mary Behrend to sign. A Mr. Fink called upon Mrs. *1101 Bebrend to secure ber signature and Carl and bis wife testified Mrs. Bebrend then asked Mr. Fink to act as ber guardian, saying sbe couldn’t attend to that stuff and he should do that for her. However, Fink declined to act as guardian. Carl sent several other persons to talk to Mrs. Bebrend about a guardian but apparently she refused to sign any application. On August 26, 1931, Carl petitioned for the appointment of a guardian for Mrs. Bebrend, alleging sbe was inexperienced in business, was afflicted with a goiter which affected her sensory system, and with senility attendant with old age, resulting in mental debility so as to make ber irrational, possessed of delusions, incapable of exercising discretion and managing her affairs, and that she was guided by the will of others and had no will of her own. At the same time Carl filed objections to the appointment of Mrs. Behrend as executrix of her husband’s estate, based upon similar allegations. The appointment of a guardian was resisted and the petition was afterwards dismissed by Carl. In September 1931 she was appointed executrix of her husband’s estate'which was closed in 1932.

In December 1933 Carl filed a. second petition for the appointment of a guardian for his mother, containing averments like those of the former application. This petition was also dismissed, apparently upon the suggestion of Dr. Borchert who told Mrs. Behrend she -was too sick to go through a contest and that he would tell Carl her condition was not strong enough and she wouldn’t stand it. He told her, “You don’t need a guardian. I will tell Carl to drop the procedure.” In this conversation she told the doctor, “Will is taking care of my business and I don’t need a guardian.”

A witness testified that in the spring of 1935, Mrs. Behrend said, “She had two farms and they gave them to Carl and Will and the rest she 'wanted to keep while she lives and then they could have it like another one.1’-’ - The witness said, “She talked pretty well.”

Carl’s wife testified that after the death of Louis Behrend, Carl and she visited Mrs. Bbh^end about twice a-month until the last few years before her death and that after that they didn’t dare go because they were afraid of Will — “He always looked so mad at us we didn’t dare go.” Carl testified, “The relations between me and my mother was friendly. ’ ’

*1102 Dr. Herman F. Borchert lived near Mrs. Behrend and attended her between 1926, and her death, except during 1934 and 1935. He saw her occasionally upon the street during 1934 and 1935. In the fall of 1935 he talked to her. He testified, “She didn’t recognize me at first. Then I asked her, 'How are you? How are you getting along?’ ‘Not very good’, she says. And I says, ‘Why?’ ‘Well’, she says, ‘Will took me to other doctors and it seems so that I am not getting along very good but Will is helping' me take care of my property and I don’t want to get into trouble. I want to come back to you but it seems as though they don’t want to have me come back to you. ’ ’ ’

The will of Mrs. Behrend was dated November 5, 1935. At that time she was 75 years old. Will took his mother from Tripoli to the lawyer’s office in Waverly. Mrs. Behrend was alone in the office with the lawyer and the witnesses who signed at her request when the will was executed. It provided (1) for the payment of debts, (2) Carl was given $25 and the annuity or rent due from him on his farm since 1932, and in the event he should contest any provision of the will, this bequest was to be null and void, and her executor was directed to collect all sums due her from Carl upon the annuity contract, (3) the home in Tripoli to Will, (4) remainder of estate to Will, (5) Will was nominated executor without bond.

There is evidence that Will admitted that a couple of days after he took his mother to the lawyer’s office where the will was drawn he again brought her from Tripoli to Waverly, took her into two banks there and secured $2,900 she had in certificates of deposit, and that Will said, in reference to this, -“He paid interest on it, gave her so much that she needed .for living and all .kinds of excuses, he had. ’ ’ He said he and his wife had the $2,900, “And that some of it hi?, daughter had and the rest he didn’t earc, whereAt was or what became of it.”

Mary Behrend died February 17, 1937. Shortly thereafter the instrument in controversy was offered for probate and Carl interposed this contest. Will was appointed special administrator of the estate and listed as its assets the home in Tripoli, $20 in cash, $1,848.40 in banks, and $1,250 due from Carl on the annuity contract.

Dr. Borchert who had attended testatrix most of the time *1103 between 1926 and ber death was the only witness who detailed her physical and mental condition. For about ten years prior to her death she had suffered from exophthalmic goiter, arteriosclerosis, Brights’ disease, splenitis, and cirrhosis of the liver, all of which were of a progressive nature.

The goiter was toxic in character and was first noticed by the doctor in 1926. It was evidenced, among other things, by protrusion of the eyeballs, enlargement of the thyroid gland, palpitation of the heart and tremors of the hands. In 1930, the thyroid gland on one side was the size of an egg. By that time the toxic condition had caused nervousness and irritability, a slight swelling of the lower limbs, discoloration of the skin anemic in character, ears lacking blood, palpitation and impaired heart action. From 1927 she suffered with Brights’ disease, an inflammation of the kidneys, and her condition was also complicated by arteriosclerosis which in her case came on too early in life.

By 1931 “her age was advancing fast” due to the toxic condition of the goiter and her blood vessels began to get hard like pipe stems.

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Related

Charlson v. Brunsvold
89 N.W.2d 344 (Supreme Court of Iowa, 1958)
In Re Estate of Guinn
47 N.W.2d 243 (Supreme Court of Iowa, 1951)
In Re Will of Behrend
10 N.W.2d 651 (Supreme Court of Iowa, 1943)

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290 N.W. 78, 227 Iowa 1099, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-will-of-behrend-iowa-1940.