Kerkhoff v. Monkemeier

188 Iowa 103
CourtSupreme Court of Iowa
DecidedJanuary 20, 1920
StatusPublished
Cited by6 cases

This text of 188 Iowa 103 (Kerkhoff v. Monkemeier) 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
Kerkhoff v. Monkemeier, 188 Iowa 103 (iowa 1920).

Opinion

Gatnor, J.

On the 17th day of April, 1902, Henry Monkemeier executed the following will:

“ (1) It is my will that all my just debts and my funeral expenses be paid as soon as conveniently may be done after my decease.

“(2) All the rest, residue and remainder of the property and estate, real, personal, and mixed, of every name, nature and description, of which I die seized or lawfully possessed, I give, devise and bequeath to my two sons, August Monkemeier and Frederick Monkemeier, share and share alike, subject, however, to the following bequests and charges which I hereby make a lien upon and charge against my said real estate:

“(a) To my five daughters, Louise Kirckhoff, Mary Billings, Elizabeth Hamilton, Emma Monkemeier and Martha Monkemeier, 1 give each the sum of one thousand dollars, to be paid to them by my said two sons within one year after my decease.

“(b) To my adopted daughter, Linda Monkemeier, 1 give the sum of one thousand dollars, to be paid to her by my said two sons when she arrives at the age of eighteen years. I further direct that until said Linda Monkemeier arrives at the age of eighteen years if she lives so long, or if not, so long as she shall live, she shall have from my estate a support, maintenance and education equal to that which has heretofore been enjoyed by each of my said five daughters and such as she would have had if I had lived and she had remained a member of my family. The cost of such support, maintenance and education shall be paid equally [105]*105by my said two sons from the property and estate herein devised and bequeathed to them.

“(3) In case before the vesting of the devises and bequests herein given, either or any of my children should die, leaving a child or children, the devises and bequests to any such decedent shall go to his or her descendant or descendants. If either or any should die without children, if the decedent is a boy, his devise and bequest shall go to his brother; if a girl, her bequest shall be divided equally among my remaining children, the heirs of any decedent taking their parents’ share. If both my sons should die without issue, then my property and estate shall be equally divided among all my remaining children, the heirs of any decedent taking their parent’s share. In construing this paragraph, my said adopted daughter Linda shall be deemed and counted as one of my children.

“(4) I nominate and appoint my son, Frederick Monke-meier, to be the guardian of the person and estate of my said adopted daughter, Linda Monkemeier, and desire that if possible she shall have a home with him until she become of the age of eighteen years, the expenses of such home being paid as hereinbefore provided.

“(5) I nominate and appoint my friend Frederick Thies to be the executor of this my last will and testament.”

At the time the will was made, deceased was a resident of Lyon County, and had eight children, seven of whom were born to him, the eighth being an adopted daughter. Of these children, six were girls and two were boys. The will was made in Freeport, Illinois, and left in deposit in the Savings Bank of Freeport until his death, which occurred on the 13th day of October, 1915. At the time of his death, he was about 70 years of age. The will was duly admitted to probate in the district court of Lyon County, Iowa, on the 18th day of February, 1916. This action was begun on the 14th day of September, 1917. The plaintiffs are the [106]*106daughters of Henry. The defendants are the sons and the adopted daughter. At the time of the making of the will, the deceased was a widower. His wife died in 1887, just prior to his coming to.Lyon County. He took up his residence in Lyon County in 1887. He never remarried.

This action is brought to set aside the probate of the will on two grounds:

(1) That Henry, at the time of the execution of the will, was of unsound mind, and did not possess testamentary capacity.

(2) That its execution was procured by undue influence exerted upon him by the defendants, his sons, and by Frederick Thies and William Washer, and does not express or represent his will in the matter.

The defendants appeared, and denied the allegations upon which plaintiffs based the right to have the will set aside. . :

i. wills : sanity: burden of Proof-The cause was tried to a jury. At the conclusion of the evidence, the court withdrew from the jury the claim of undue influence, and submitted only the other question, to wit, the _testamentary capacity. The jury returned a verdict for the defendants, and ' this verdict establishes the ultimate fact that Henry, at the time of the making of the will, did possess testamentary capacity. However, the jury was not required to go so far as to determine that matter affirmatively. Their verdict would have support, if the evidence offered failed to affirmatively show that he did not have testamentary capacity. The burden is on the plaintiffs to show that he did not, and the verdict indicates a failure on the part of the plaintiffs to carry this burden to a successful issue. The presumption is in favor of sanity. The presumption is that he was capable of making a will. A failure to prove, by a preponderance of the evidence, the facts upon which plaintiffs predicate their right to the re[107]*107lief prayed for, justifies the verdict. In the Matter of the Will of Coffman, 12 Iowa 491; Webber v. Sullivan, 58 Iowa 260.

Before proceeding to a disposition of the errors relied upon, it is well that we have before us somewhat of the life and character of the deceased and his mental make-up, together with his relationship to and conduct towards those who are now contending against, and those who are seeking to support, the instrument in controversy.

The deceased, Henry Monkemeier, was born in Germany. He came to this country when he was nine years of age, and located in Freeport, Illinois, where he worked on a farm. When he reached manhood, he married at Freeport, and as a result of such marriage, seven children were born to him, five daughters and two sons. The five daughters are the plaintiffs in this case. The sons and an adopted daughter are the defendants. The adopted child was his granddaughter, and was adopted by him when but a small child. Her mother was Henry’s daughter, and is known in this record as Emma Burnett. At the time of the making of the will, this adopted daughter was about 7 years of age. Louisa, his oldest daughter, was bom in 1872, and was therefore, 15 years old when her mother died, and 30 years old at the time the will was made. At the time of the mother’s death, Martha, the youngest daughter, was but 2 years old. About 6 months after the mother’s death, Henry moved to Iowa, and onto a farm in Lyon County, purchased by him about a year before the mother died. On this farm he constructed what appears to be a very comfortable and well-appointed home. In this home he gathered his boys and girls. The boys were .younger than any of the girls except Martha. The utmost harmony seems to have prevailed in the household. All the children appeared and testified in this case, and none complain of the father’s care, nor does it appear that any controversy, any dissension, any [108]*108dissatisfaction arose between the father and the children, or among the children themselves. They lived harmoniously. Each did his bit. Louisa, the oldest, at first took the mother’s place in the household, and the others helped in the home and in the field.

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Bluebook (online)
188 Iowa 103, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kerkhoff-v-monkemeier-iowa-1920.