In Re Will of Diver

240 N.W. 622, 214 Iowa 497
CourtSupreme Court of Iowa
DecidedFebruary 9, 1932
DocketNo. 41178.
StatusPublished
Cited by15 cases

This text of 240 N.W. 622 (In Re Will of Diver) 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 Diver, 240 N.W. 622, 214 Iowa 497 (iowa 1932).

Opinion

Grimm, J.

James B. Diver died at Keokuk, Iowa, in October, 1930, at about the age of 84. The will in controversy was executed on November 27, 1929. In the will, the testator provided for the payment of his debts, gave detailed instructions in reference to a tombstone and what should be carved thereon, made eight bequests of $50.00 each, two bequests of $100.00 each, and one bequest of $200.00. He then gave Amelia B. Smith 5 shares of Northwestern Bell Telephone Company stock and 10 shares of Baltimore & Cumberland Valley Railroad Company stock. Following this, the will contains the following:

“I do hereby give and bequeath unto the following three persons, share and share alike, nine tenths of the income derived from ‘the Residue,’ as stated below. Frances Herriott Swan-wick, Joplin, Mo.; Elizabeth Herriott Sturgeon, Baltimore, Md. ; Cecelia Caswell Macfarlane, New Orleans, La. The remaining one-tenth to the Ladies Aid Society herein named. This revenue shall be derived only from Securities, such as Bonds and Stock Investments, if any such there be, and then only after closing and settlement of my Will. In the event of the passing of one or more of the three individuals named, the Income shall then be equally divided, and. paid to those remaining, until all have passed on. Each ninety days after closing of This Will. Then the entire revenue shall pass to The Ladies Aid Society herein named. All the rest, residue and remainder of my Estate, I real, personal or mixed, of whatsoever nature, and wheresoever [situate, which I may own or have the right to dispose of at the time of my decease; I give, devise and bequeath unto, The Trinity Methodist Episcopal Church of Keokuk, Iowa, In Trust, for the following uses and purposes: The said Trust is to be known as, The Lorene Curtis Diver Memorial, to be applied strictly in accordance with the Directions and Instructions attached to This *499 Will and made a part hereof. It is my désire and intention that this Trust is, and shall be perpetual, for Educational, Religious, and Charitable Purposes. ’ ’

There follows the appointment of Amelia B. Smith as executrix and trustee. She is relieved from filing inventory or giving security. $150.00 per month is provided as compensation ' as executrix and trustee, which is to be in lieu of all other compensation. The will provides that if she should die prior to the administration of the estate, the Judge of the District Court shall appoint a successor. There is a provision for referring any differences which may arise in reference to the will or the trust to the Judge of the District Court of Lee County. There follows this request:

“I request, that my esteemed friends, Hon. James S. Burrows, and Leroy J. Wolf, aid and assist my Executrix in discharge of her duties, should request their aid and advice. ’ ’

Burrows is an attorney in Keokuk.

The document is properly witnessed and certified. At the same time, a document consisting of twelve pages was signed. His signature was witnessed by the same parties who witnessed the signature on the will. These twelve pages contained minute details in reference to ‘ ‘ Port Sunshine, ’ ’ which is the name given to the home which is to be the center of the Lorene Curtis Diver Memorial.

The testator left neither spouse nor issue surviving him. His wife, Lorene Curtis Diver, died in the year 1922. The Lorene Curtis Diver Memorial is one provided to her memory. The testator and his wife had traveled much abroad. They had gathered up some valuable and rare curios and antiques, of which apparently both were very fond. These were in “Port Sunshine, ’ ’ the home.

The testator had been a prominent business man in Keokuk. He was by profession an engineer and contractor. He had been a self-reliant and rather dominating character. He had accumulated a fortune of approximately $75,000.00 in value. This consisted of real estate and various securities. When he was about 74 years of age, his wife died. Some time thereafter, he employed the proponent, Amelia B. Smith, a middle-aged lady, as *500 his housekeeper and she continued to manage his household until his death. In January, 1929, he suffered a broken right arm in an accident. About that time, the proponent began writing checks for the testator. Arrangements were made between the testator and his bank whereby checks of this kind were honored and it appears that a very large percentage, if not all, of his checks after the date of his accident, were signed by the proponent.

The testator’s relatives are all distant and for the most part lived away from Keokuk and were seldom seen by the testator. Frances ITerriott Swanwick, one of the beneficiaries who lives at Joplin, Missouri, is a first cousin to the testator. ‘Cecelia Caswell Macfarlane, of New Orleans, La., was a cousin. Elizabeth Herriott Sturgeon, of Baltimore, Md., was a cousin.

The will was filed on November 6, 1930. On November 19, 1930, the contestants filed their objections and contest, alleging four grounds:

1. That the said instrument is not executed in legal form.

2. That said instrument is so vague, indefinite, and contradictory as to make its meaning unintelligible and impossible of construction or interpretation.

3. That the provisions set out in said purported instrument and the instructions annexed thereto wherein an attempt is made to create trusts are so indefinite and vague both in the nomination of trustees and in the designation of objects as to make the same impossible of administration and render the same void and of no effect in law.

4. That said instrument is not the last will and testament of the said James B. Diver, deceased, in that the same was procured by and is the result of undue influence, fraud and duress.

On February 23, 1931, in response to a ruling on a motion for more specific statement, an amendment to the objections and contest was filed, in which it is alleged that the testator at the time of the execution of the instrument was “past 80 years of age and suffering from illness and senility,” after which there was a recital in reference to the presence 'of Amelia B. Smith, the proponent, in the home and an allegation that she dominated his actions and by undue influence, secured the execution of the will.

On April 27, 1931, the cause went to hearing, and on April *501 29, 1931, an amendment to the objections and contest was filed, in which it is alleged that the testator was of unsound mind at the time the instrument was signed.

Some of the contestants are related to the testator, as follows : Ada Eeed, Alice Brice Woodward Hill, Adeline W. Hall and Frances Herriott Swanwick are cousins of the testator. Some of them are beneficiaries under the will.

At the close of all the evidence, the court directed the jury to return a verdict for the proponent.

Some 26 errors are alleged and relied upon for reversal. Manifestly, it will be impossible to treat these separately, but they will be considered in groups.

I. Seven of the errors relied upon for reversal may be grouped as relating to the exclusion of testimony of lay witnesses and the striking of certain answers made by them.

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Bluebook (online)
240 N.W. 622, 214 Iowa 497, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-will-of-diver-iowa-1932.