Mastain v. Butschy

276 N.W. 79, 224 Iowa 68
CourtSupreme Court of Iowa
DecidedNovember 16, 1937
DocketNo. 44014.
StatusPublished
Cited by7 cases

This text of 276 N.W. 79 (Mastain v. Butschy) 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
Mastain v. Butschy, 276 N.W. 79, 224 Iowa 68 (iowa 1937).

Opinion

Stiger, J.

This is an action brought in September, 1934, by Alma Mastain, daughter of John Yung, and Jesse 0. Sober, administrator of the estate of John Yung, to cancel certain conveyances of real estate and personal property from John Yung to defendants in December, 1928, on the grounds of mental incompetency and undue influence. The trial court found for the defendants and dismissed plaintiff’s petition.

John Yung and his wife were married in 1902. He was 17 years her senior. A daughter, Alma, the plaintiff in this case, was born in 1904. On November 25, 1919, at which time the daughter was 15 years of age, Mrs. Yung obtained a divorce and received $14,000 alimony and the custody of Alma. The daughter testified for the mother in the divorce proceedings. After the divorce, it appears that Yung deeply resented the attitude of his daughter and her conduct and entertained a bitter feeling toward his wife and daughter and resolved with a fixed, continuing determination that his daughter should not have any of his property. The wife married a neighbor of the Yung family about a year and a half after the divorce. Mr. Yung execufed wills in April, 1920, and in July, 1923. Each will provided for a trust for the benefit of his mother and cousins in Wisconsin, and stated in regard to his daughter in part as follows:

*70 “ITEM IX. I make no provision in this, my last will and testament for my daughter, Alma Yung. At the September 1919 term of the District Court of Black Hawk County, Iowa, my wife secured a divorce from me, which gave to her the care and custody of my said child. Previous to said divorce my said daughter had of her own motion left my home, gone to her mother when she must have realized that the conditions in my home at La Porte City were such that her assistance was needed. There was no one in this home except myself and my aged mother, and my mother was hardly able at her age in life to do the work that was thus imposed upon her by the desertion of - my daughter from our home. Since the decree of divorce was granted, I have not heard from my said daughter, nor has my mother, although she has been living in the same County with us and only a short distance away. I cannot escape the conviction that my said daughter cares absolutely nothing for me, nor for my mother, and is not interested in any way in our welfare. A large- portion of my present property holdings, which consist mainly of two farms, one a few miles west of La Porte City, Iowa, and one near La Porte City, Iowa, were obtained by a gift from my mother with the understanding that I should take care of her as long as she lived. While I have not in any way been influenced by my said mother in the disposition of my property, yet I cannot help but feel that under the circumstances she would desire to have the property she gave me ultimately pass to her niece and nephews rather than to one who gives her absolutely no consideration. My daughter is now in her seventeenth.year and old enough to respond to the dictates of her heart and mind. She has chosen absolutely to ignore and abandon me and my mother, much to my sincere regret, and owing to her attitude I feel amply justified in disposing of my property as indicated in this will.”

It is thus apparent that Mr. Yung disinherited his daughter long before defendants were charged with exercising undue influence over him.

As the years passed he formed the conclusion that the Wisconsin relatives were not interested in him ajid decided to convey his property to the defendants, whom he had known for many years and, so far as disclosed by the record, were his closest friends and had befriended him. On November 17, 1928, *71 he had an operation for heriría and hydrocele in Cedar Rapids. Upon his return home the latter part of the month, the defendants, Charles Geren and his wife, at the request of Yung, gave him all necessary care and attention at his home in La Porte City. On December 27, 1928, Mr. Yung told the defendants, Geren and John Butschy, that he wanted his business fixed up and to go to Vinton and get Clarence Nichols, an attorney. Finding that Mr. Nichols was then a judge of the district court, they went to their friend and acquaintance, D. C. Knupp, an abstracter in Vinton, who recommended attorney John W. Tobin. Geren and Butschy returned to La Porte City and advised Mr. Yung of the situation, and Mr. Yung stated that Mr. Tobin was satisfactory to him, and Geren then phoned Mb. Knupp to bring Mr. Tobin to the Yung home in La Porte City. Mr. Knupp then told attorney Tobin that Mr. Yung wanted to convey his property to defendants who stated that he would accept the employment if he found Mr. Yung was capable of conveying his property.

On December 29, 1928, Mr. Tobin, Mr. Knupp and Mrs. Roszell, a stenographer in the office of Mr. Knupp, went to the home of Mr. Yung, and the various instruments were drawn in their presence and in the absence of the defendants. Mr. Tobin testified that he had a preliminary conversation with Mr. Yung and arrived at the conclusion that he was competent and knew what he was doing; that he decided that if Mr. Yung should not live but a short time there might be trouble, and he decided a record of what was said and transpired should be made and shorthand notes were made of the statements of Mr. Yung and the conversation had prior to executing the instruments which notes were signed by Yung’. In addition to the notes, Mr. Yung executed on December 29 a statement explanatory of and in connection with the transactions. The first paragraph of the statement reads as follows:

“I, John Yung, of La Porte City, Black Hawk County, Iowa, hereby make the following statement and provisions relative to my property.”

He then revoked all wills, stated he had made conveyances of certain real property to the defendants and personal property to D. C. Knupp as trustee for John Butschy, describing all *72 property in detail, and confirmed the conveyances. He then stated:

“I desire to now state .my reason for the things I have done today. I have been advised that I am doing an unusual thing by transferring my property and putting the .same entirely out of my control during my lifetime. I have done so because the parties whom I have transferred my property to have been kind to me and have helped me and have lead upright lives and I wish to reward them for their friendship in preference to members of my family.

“Since the divorce of my former wife about ten years ago my daughter Alma has not recognized me as her father, has not helped me or shown any interest in. my welfare and has not even come to see me on the numerous occasions that she has come back to visit La Porte. I have further been advised from sources that are authentic that my daughter has been conducting herself in certain ways which I do not approve. I therefore do not want my daughter Alma to have any of my property.

“I have some cousins who have not shown any interest in me and I do not consider the mere fact of distant relationship should control me as against other matters. In fact there are no blood relatives whom I consider as deserving of my property as the friends who are named above.

“This paper and all instruments made this date have been made and signed by me as the result of months of thought, and after I have fully discussed the plan with disinterested persons.

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276 N.W. 79, 224 Iowa 68, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mastain-v-butschy-iowa-1937.