Ipsen v. Ruess

35 N.W.2d 82, 239 Iowa 1376, 1948 Iowa Sup. LEXIS 450
CourtSupreme Court of Iowa
DecidedDecember 14, 1948
DocketNo. 47341.
StatusPublished
Cited by39 cases

This text of 35 N.W.2d 82 (Ipsen v. Ruess) 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
Ipsen v. Ruess, 35 N.W.2d 82, 239 Iowa 1376, 1948 Iowa Sup. LEXIS 450 (iowa 1948).

Opinion

Garfield, J.

Testator, J. W. Ruess, a bachelor who lived in West Liberty, died on October 7, 1946, at seventy-two. His will, .dated May 15, 1942, was admitted to probate without objec *1379 tion in November 1946. This action to set aside probate- was commenced in June 1947 by eleven nieces and nephews, issue of deceased brothers and sisters of testator.

The will was prepared by attorney J. E. McIntosh of West Liberty. Subject to payment of debts and two other unimportant provisions, the will divides the estate into three equal parts between a nephew, Louis Ruess, a idece, Hazel Romaine Consamus, and (the remaining part to) a sister, Mrs. Hoff elder, and her son, a nephew, Raymond Hoffelder. These four beneficiaries and Louis as executor are proponents.

By deeds dated the day before the will bears date testator had conveyed his 80-acre farm to the nephew Louis and wife and his home in West Liberty to the nephew Raymond. The will provides the farm was valued at $12,000 and the home at $5000, these amounts should be considered part of the estate and the shares of Louis and Raymond respectively charged therewith. Louis is named executor without bond. The total estate approximates $40,000 in value.

Testator lived with his widowed mother and unmarried sister on a farm near West Liberty until 1918 when the three moved into town together. After the mother died testator and his sister Frances continued to live in the same home until Frances’ death in 1940. Testator then lived alone his remaining six years.

The trial court submitted the issue of mental incapacity to the jury who found for contestants. In different ways proponents have challenged the sufficiency of the evidence on that issue. We first consider such challenge without reference to the numerous errors assigned upon questions of evidence.

I. We are inclined to hold the evidence, viewed in the light most favorable to contestants, sufficient to raise a jury qfiestion as to mental'incapacity.

There can be no doubt contestants had the burden to prove mental incapacity at the very time of making the will. See In re Estate of Grange, 231 Iowa 964, 975, 2 N. W. 2d 635, 641; In re Hayer, 230 Iowa 880, 884, 299 N. W. 431, 434; annotation. 168 A. L. R. 969, 970, 983.

Testator did not engage in business after he moved to West Liberty although he apparently looked after his property until *1380 bis last illness beginning in January 1946. Most of tbe evidence relates to tbe period following tbe death of tbe sister Frances in 1940. From that time on testator bad hardening of tbe arteries which caused a serious heart condition at least by July 1945. In January 1946, be was very sick with a cardiorenal vascular disease. Testator was confined in an Iowa City hospital from July 6, 1946 until September 21, be then became unmanageable but not violent, was adjudged insane by Johnson county commissioners of insanity and taken to tbe State Hospital for tbe Insane at Mount Pleasant where he died October 7, 1946.

Testator bad several illnesses during bis-last six years. He was a patient at tbe University Hospital in Iowa City for about ten days in April 1941. He then complained of severe pain in bis abdomen and shortness of breath on mild exertion. Tbe doctors found moderate arteriosclerosis with hypertension. Testator was examined twice at this time by Dr. Miller of tbe University Psychopathic Hospital because be bad delusions there was glass in bis food, “they” might want to poison him and at night somebody was looking in at him. On tbe second examination by Dr. Miller, however, these ideas bad disappeared.

■ Testator (then sixty-seven) was next a patient at a Mus-catine hospital from May 24 to 28, 1942 — again complaining of severe pain in-bis left side which could have been caused by a stone in tbe ureter. His trouble was diagnosed as ureteral colic. For , two weeks in June and July 1943, testator was in Mercy Hospital in Iowa City, troubled with similar pain in tbe left abdomen and colitis.. Tbe hospital record for July 5 states tbe patient feels much better and “finally [is] becoming convinced his trouble is in bis bead.”

Testator returned to Mercy Hospital on July 5, 1945, for seventeen days. Tbe doctors diagnosed bis illness then as myo-carditis and heart disease. His arteriosclerosis bad advanced to a moderately severe stage. However, Dr. Hennes who attended him at this time testified (as proponent’s witness) testator was then normal mentally. His next trip to tbe hospital was during bis last illness, as stated, in July 1946, following several months confinement to bis own home and that of bis nephew Louis Ruess.

*1381 The attesting witnesses to the will were Attorney McIntosh, who died before the trial, and his then secretary, Mrs. McMann, who testified for proponents. She knew testator casually. Her recollection of the making of the will was rather indistinct but she believed testator came to the law office in the morning to give the attorney the things, he wanted put in his will, it was written up, and testator returned that afternoon and executed it. Mrs. McMann gave her opinion testator was of sound mind on that day and said she had not seen him “do anything foolish” at any time.

A contestant (a brother of proponent Louis) testified he saw testator on Main Street about 8:45 a.m. of the day previous to the date of the will, he appeared very weary, pale and worn out, Louis was with testator, assisted him to the car and they drove away. This is the nearest contestants’ direct testimony comes to the time of making the will.

Seven of the eleven contestants testified to observations made by them of testator at various times generally between their Aunt Frances’ death in 1940 and testator’s death six years later, but expressed no opinion as to their uncle’s claimed unsoundness of mind. Two other contestants told of their observations of testator and gave the opinion, based thereon, he was of unsound mind on May 15, 1942. Two other nonexpert witnesses, not parties to the suit, after detailing certain facts regarding testator, expressed an opinion testator was unsound mentally from about the fore part of 1941 until his death.

Two expert witnesses testified for contestants. Dr. Miller who, as stated, examined testator in April 1941, and Dr. Woods, a prominent psychiatrist, who had never seen him but gave the opinion testator was mentally unsound on and after May 14, 1942, in response to a long hypothetical question based on the hospital records of his confinement in the different hospitals as above related and various assumed matters of which it is claimed there was evidence.

Dr. Miller testified that in April 1941 testator was neurasthenic, showed signs of generalized arteriosclerosis and sclerosis of the blood vessels of the brain, had arteriosclerotic heart disease but not senility, and was of unsound mind when he first examined him but was considerably improved the following *1382 day. Dr. Miller indicated testator’s unsoundness was not perma- . nent but transitory — be did not appear psychotic. Dr. Woods disagreed with this view, however, and testified in effect that testator’s mental condition was progressively worse from April 1941.

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Bluebook (online)
35 N.W.2d 82, 239 Iowa 1376, 1948 Iowa Sup. LEXIS 450, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ipsen-v-ruess-iowa-1948.