Matter of Estate of Bearbower

426 N.W.2d 392, 1988 Iowa Sup. LEXIS 193, 1988 WL 74414
CourtSupreme Court of Iowa
DecidedJuly 20, 1988
Docket87-875
StatusPublished
Cited by14 cases

This text of 426 N.W.2d 392 (Matter of Estate of Bearbower) 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
Matter of Estate of Bearbower, 426 N.W.2d 392, 1988 Iowa Sup. LEXIS 193, 1988 WL 74414 (iowa 1988).

Opinion

McGIVERIN, Chief Justice.

This appeal arises from a will contest suit brought by seventeen heirs of Jacob Eugene Bearbower. The trial court sitting without a jury found that Bearbower’s will was valid. Plaintiffs in this action, four of the original plaintiffs, raise three issues on appeal: 1) whether the trial court abused its discretion in overruling plaintiffs’ motion to amend which sought to add a fourth count to the original petition; 2) whether the court erred in finding decedent’s will and subsequent codicil were properly executed; and 3) whether the court committed reversible error in its ruling by failing to separately state its findings of fact and conclusions of law. Finding no reversible error, we affirm.

I. Background facts and proceedings. Decedent’s last will was executed on December 12, 1975, at the nursing home where he resided. The relevant bequests in his will gave a 45 acre farm home and all of his household goods to Leona Blanche Bearbower, the wife of the decedent’s nephew Earl. The residue was divided in equal parts among Earl, Merle, William and Harold Bearbower, decedent’s nephews. A friend of decedent was named as executor.

The will document was prepared by decedent’s attorney after a conference with Jacob at the lawyer’s office. The will later was taken to the nursing home by Earl and Leona Bearbower. Jacob signed the will there in the presence of two witnesses. One witness was a friend of the decedent who also resided at the nursing home, and the other, Janice Springer, was a nurse working at the home. Decedent’s friend died before this case came to trial so the only disinterested testimony presented concerning the execution of the will was that of Springer.

A “First Codicil to Last Will and Testament” was drafted on March 10,1978. The codicil named Earl as executor of the will to replace the executor named in the will executed in 1975, and republished all other parts of the will. The codicil was also prepared by decedent’s attorney, and Jacob signed it in the lawyer’s office in the presence of his attorney and his attorney’s secretary, Sherry McGill, both of whom signed as witnesses.

Upon Jacob’s death, this action was brought to set aside the 1975 will and 1978 codicil. Additional facts are added in this opinion where needed.

An action to contest a will is tried as an action at law and demand for a jury trial is applicable. Iowa Code § 633.311. On this appeal, we review for correction of errors at law. Iowa R.App.P. 4. The trial court’s findings of fact have the effect of a special jury verdict and are binding upon this court if supported by substantial evidence. Iowa R.App.P. 14(f)(1).

II. Motion to amend. Plaintiffs’ original petition challenged decedent’s will and subsequent codicil in three counts. Count one asserted that execution was improper under Iowa code section 633.279(1) (1985). Counts two and three asserted lack of testamentary capacity and undue influence respectively.

During discovery, plaintiffs filed a motion to amend seeking, among other changes not relevant to this discussion, to add a fourth count to their petition. The *394 fourth count alleged that defendants Earl and Leona Bearbower “misappropriated and converted funds and other assets of decedent to their own use and benefit.” Defendants resisted the motion to amend, and the trial court later overruled the motion as not relevant to the issues in the will contest. Plaintiffs assert error in that regard.

As a general rule, allowance of amendments to pleadings are favored. Iowa Rule of Civil Procedure 88 concerning motions to amend states in relevant part:

A party may amend a pleading once as a matter of course at any time before a responsive pleading is served_ Otherwise, a party may amend a pleading only by leave of court or by written consent of the adverse party. Leave to amend, including leave to amend to conform to the proof, shall be freely given when justice so requires.

Plaintiffs’ motion to amend was filed after defendants filed responsive pleadings. Hence, the decision to grant or overrule that motion was within the trial court’s discretion. See Johnston v. Percy Const., Inc., 258 N.W.2d 366, 370 (Iowa 1977). “We are reluctant to find an abuse of discretion in a trial court ruling granting or denying a party leave to amend. This is true even though allowance of an amendment is the general rule and denial the exception.” Id. at 370-71 (citations omitted). If there is a solid legal basis supporting the ruling on a motion to amend, there is no abuse of discretion. See Neylan v. Moser, 400 N.W.2d 538, 543 (Iowa 1987).

The trial court denied permission to amend because it believed the proposed fourth count was not relevant to the issues presented in the will contest. Examining the issues raised by an action for conversion under these facts, we find sufficient legal basis to support the trial court’s ruling.

Plaintiffs asserted in their proposed amended count that defendants converted decedent’s property during his lifetime in violation of decedent’s rights in that property. Initially, this assertion puts into issue plaintiffs’ standing to bring this action on the decedent’s behalf. That question aside, an action for conversion sounds in tort, 1 raising issues which require evidence and proof unrelated to testamentary capacity and will execution formalities, and only vaguely related to undue influence. Neither the time nor the effort that would be expended in a separate trial on the conversion action would have been reduced by allowing the amendment.

Additionally, we find no prejudice to plaintiffs occasioned by the trial court’s ruling. See Iowa R.App.P. 1(b). Plaintiffs were not prevented from presenting evidence of defendants’ alleged use of decedent’s personal property before his death to the extent that evidence was relevant to their claim of undue influence. They could have pursued their tort action by filing a separate action. The issues being significantly different in that suit, they would have had to cover little, if any, ground that has already been covered in the present suit.

We find no abuse of discretion in the trial court’s decision to overrule plaintiffs’ motion to amend under this record and find no resulting prejudice affecting the outcome of the present action.

III. Due execution of decedent’s will. In the main issue of this appeal, plaintiffs contend that decedent’s will was ineffectively executed in two ways. First, although nurse Springer witnessed Jacob Bearbower sign his will, plaintiffs point out that she could not remember whether he expressly stated to those present at the time that the document he was signing was his will. She did testify on direct examina *395 tion, however, that Jacob knew he was signing his last will.

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426 N.W.2d 392, 1988 Iowa Sup. LEXIS 193, 1988 WL 74414, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-estate-of-bearbower-iowa-1988.