In Re Will of Behrend

10 N.W.2d 651, 233 Iowa 812
CourtSupreme Court of Iowa
DecidedJuly 27, 1943
DocketNo. 46208.
StatusPublished
Cited by17 cases

This text of 10 N.W.2d 651 (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, 10 N.W.2d 651, 233 Iowa 812 (iowa 1943).

Opinion

Mantz, J.

Involved herein is the admission to probate of an instrument executed November 5, 1935, as the will of Mary Behrend who died February 17, 1937, aged seventy-six years. In 1910 Mary and her husband, Louis Behrend, moved from their farm to Tripoli, Iowa. They deeded to each of their sons, Will and Carl, a farm, under an arrangement by which each son agreed to pay to the parents, or the survivor, an annuity or rental of $250 a year. The sons have since occupied these farms. When Louis died in 1931, he left his home in Tripoli and $6,700 in certificates of deposit to Mary. She occupied, the home until her death.

This is the second appeal to this court. In re Will of Behrend, 227 Iowa 1099, 290 N. W. 78. In that case the court directed a verdict against the contestant. This action on appeal was reversed.

The will in controversy was filed and offered for probate on March 1, 1937, and two days later the contestant, Carl Behrend, filed objections to its probate, and since that time there have been four trials in the lower court involving the validity of this will, one appeal to this court, and it is here again on appeal from the last trial.

Mary Behrend died,. February 17, 1937, and the litigation got under way in about two weeks following her death. It has a marked progressive movement, and is somewhat reminiscent of the old song “Ole Man River,” in that it just keeps rolling along.

*815 The record is long and voluminous. Appellant’s abstract of record has 209 pages. Appellee has filed an amendment to this abstract of 320 pages. The files and various proceedings have been certified to this court. Also in the record are various proceedings having their inception at the death of Louis Behrend, husband of Mary Behrend, who died sometime in 1931. The record shows that the two sons, Carl and Will, are not friendly, their difficulty apparently starting at the death of the father. About the time the. parents left the farm they deeded to Carl a 140-acre favm, and a 120-acre farm to Will. It was agreed that each son was to pay to the parents or the survivor an annuity of $250. Following the death of the father, Carl did not pay the annuity, and when Mary died he owed her on said unpaid annuities $1,250. Shortly following the death of Louis Behrend, Carl petitioned the court asking that his mother be placed under guardianship, alleging that she was in-, capable of managing her own affairs or acting as executrix of her husband’s estate. After some delay Carl dismissed the petition and thereupon Mary was appointed executrix of the estate of her deceased husband, closing the same in 1932.

In December 1933, Carl filed a second petition for the appointment of a guardian for his mother, with averments similar to the former application. Later he dismissed this petition.

The will in issue herein was executed November 5, 1935. It provided for the payment of testatrix’s debts, gave Carl the rent on the farm due since 1932, and $25 in money. The remainder of the property was given to Will. She provided that if Carl contested the will the bequest to him was null and void, and the executor was directed to collect the unpaid annuities. Will was appointed executor without bond.

On March 1, 1937, the purported will was filed with the clerk and offered for probate. On March 3, 1937, Carl Behrend, as contestant, filed objections to the purported will, alleging unsoundness of mind on the part of the maker; that the same was not her will and was forced upon her by Will Behrend; that prior to and at the time the will was made the maker was under the absolute control, influence, and domination of Will Behrend to such an extent that it was not her will; and that said instrument was procui’ed through the fraud and undue *816 influence of Will Behrend. The contestant further charged that at the time of the execution of the purported will, by reason of her mental condition Mary Behrend could not and did not recognize the extent of her property or know and determine the objects of her bounty or those who had rendered her service or taken care of her for many years.

Ten days were spent in the trial. The jury rendered a verdict for the proponent, thereby establishing the yalidity of the will. Contestant filed a motion to set aside the verdict and for a new' 1rial. This was overruled. Contestant appealed.

Most of the errors relied upon by appellant relate to instructions given, and to some requested which were in part refused. Other errors related to evidence admitted over objection, exhibits offered and excluded upon objection, and misconduct of the jury.

It is the claim of appellant that some of the instructions given contain incorrect statements of law' and that others are incomplete, confusing, and misleading.

We have gone over the record -with care and studied the instructions. In this case they were rather long. A careful reading of them impresses us that the trial court made a studied and earnest effort to fully and correctly set forth the law' to be applied by the jury in their deliberations.

Followúng a statement of 1he issues the court gave Instruction No. 3 as follows:

‘ ‘ Every person of full age and- sound mind has the right to make a disposition of her property by will in such a Avay as to her may seem best.
“It is admitted that the written instrument referred to in the first of these instructions, w'hieh has been identified as Exhibit No. 3, dated November 5th, 1935, was made, executed and published in accordance with the law's of this state, but it is claimed by contestant that said instrument is void because of the reasons stated and alleged in the second instruction hereof. This is a question of fact to be determined by you from the evidence which has been admitted on the trial and now' before you for your consideration.
“Every person is presumed to be sane, and to be a free *817 agent in the making of her will, until the contrary is shown and established by a preponderance of the evidence introduced upon the trial and now before you for your consideration.”

The court then gave Instruction No. 4 as follows:

“In order to warrant you in concluding and finding that the instrument in question, Exhibit No. 3, which is dated November 5th, 1935, is not in fact the valid last will and testament of the said Mary Behrend, deceased, you must find from the weight or preponderance of the evidence introduced upon the trial and now before you for consideration that, at the precise time said instrument was signed by the said Mary Behrend, she was not competent to make a will, or, that the same was procured by the undue influence over her by her son, Will Behrend, as hereinafter defined, or both.”

Thus it will be seen that the court correctly placed upon contestant the burden of establishing his claim that at the time Mary Behrend made the will she was lacking in mental capacity to do> so, or that at such time she was so dominated by Will Behrend, appellee, that the instrument executed was not her will.

In Instructions Nos.

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Bluebook (online)
10 N.W.2d 651, 233 Iowa 812, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-will-of-behrend-iowa-1943.