Sevening v. Smith

133 N.W. 1081, 153 Iowa 639
CourtSupreme Court of Iowa
DecidedJanuary 12, 1912
StatusPublished
Cited by15 cases

This text of 133 N.W. 1081 (Sevening v. Smith) 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
Sevening v. Smith, 133 N.W. 1081, 153 Iowa 639 (iowa 1912).

Opinion

Deemer, J.

Testator died June 20, 1909, at the age of eighty-one years. For many years prior thereto he had been afflicted with chronic bronchitis and orgadic heart trouble, but had been able to be about and to attend to his ordinary'affairs down to within a few weeks of the time of his death. The will in controversy was executed March 5, 1909. It was drawn at testator’s direction by one John Smith, the cashier of a bank in the town of Norway, duly signed by the testator, and properly witnessed. By the terms of this instrument he gave his wife all the household goods, and bequeathed to his grandson, George Henry Smith, all his real estate wherever situated, upon condition that he, the said grandson, pay to his wife the sum of $500 annually during life; pay to Lena Sevening, one of his daughters, the sum of $500 with interest; and to Elizabeth Boddecker, another daughter, the sum of $1,500. Provision was made that the widow should have the use and free occupancy of the house, yards, and orchards on the farm where testator then resided, or upon which he might reside at the time of his death. The remaining personal property was bequeathed to the said grandson and to the two daughters, share and share alike. No direct devise, legacy, or bequest was made to any of the other heirs, and none of the other grandchildren, of which there were four aside from George Henry, were in any way remem[642]*642bered. Another and former will, which was revoked at the time of the execution of the one in question, devised all of testator’s real estate and one-third of his personalty to a son, Henry Smith. This son died early in February, 1909, and by reason of that fact, the one now contested was executed and the grandson substituted as a devisee or legatee in place of the son. The first will wgs used as a guide when the second one was drafted. It was drawn at the request of testator, who stated to the scrivener what he wished to have incorporated therein. It is conceded that testator’s estate amounted to something like $35,000. But it is also shown that the daughter Mrs. Sevening, and her husband, had property worth something like $37,000; that the daughter Mrs. Bod decker had property worth $20,-000; that the deceased son had two hundred and forty acres of land and $5,000, which went to his children upen his demise; and that the wife of testator, who survived him, took one-third of his estate, and upon her death the property passed to her heirs, who are the active parties to this litigation. Moreover, it is shown, .that -George Henry Smith was the favorite grandson of the deceased, and that none of the direct heirs of the testator were left in want. Although a little out of order, we may say that there is nothing in the disposition of the property as made by the will, which indicates a disordered mind. In this connection we may well quote from some of the eases.

I Wills: mental capacity: evidcncc. Thus in Trotter v. Trotter, 117 Iowa, 418, we said: “While the fact that a will is unreasonable or unjust may be considered in connection with evidence bearing on the condition of testator’s mind, it is not a tí» j* t . itt 7 7 ground tor reiusmg probate. Webber v. Sullivan, 58 Iowa, 260; Muir v. Miller, 72 Iowa, 585; Denning v. Butcher, 91 Iowa, 425-438; Manatt v. Scott, 106 Iowa, 203-216. Whether a will is just or unjust is not in and of itself a question for the "jury, for a person has the legal right to make an unjust disposition [643]*643of his property if he does so intelligently. Courts do not make wills for persons; when upon investigation they determine that an instrument is a will, it must be recognized as such, however unfair its provisions may be.” And in Johnson v. Johnson, 134 Iowa, 34, this language was used: “That its provisions were unequal when considered with reference to those having claims on her bounty may be conceded. When equality is intended, there is no occasion for the execution of a will. The law wisely secures equality of distribution when a person dies intestate. Testamentary disposition of property is seldom entirely satisfactory to all having claims to consideration. The infirmities of . human nature are likely to be evidenced in the last testament, voicing the dictates of affections and enmity, the partialities and dislikes of the testator while living. But to all these he has a right, and, if he chose, might be unjust in the disposition of his property.” So that there is nothing in the terms of the will itself which in any manner indicates mental unsoundness.

2 Same But it is strenuously argued that enough other testimony was adduced by contestants to take the case to a jury on that issue. The discussion of that subject may well be prefaced by this quotation from one of our recent cases, with reference to the law applicable to such an issue: In Perkins v. Perkins, 116 Iowa, 259, we said: “The right of a man to dispose of his property by will as he sees fit is one which the law is slow to deny. No mere weakening of the mental powers — no mere impairment of the faculties — will invalidate a will executed in due form, so long as he retains mind enough to know and apprehend in a general way the natural objects of his bounty, the nature and extent of his estate, and the distribution he wishes to make of it. It is not necessary that he should be competent to make. contracts or to transact business generally. . . . Old age and failure of memory do not of themselves necessarily take [644]*644away a testator’s capacity to make a will. . . . His mind may have become debilitated by age or disease, tbe memory enfeebled, the understanding weakened; be may even want tbe capacity to transact many of tbe business affairs of life; but, if be has mind enough to recollect tbe property be means to dispose of, tbe objects of bis bounty, and tbe manner in which be wishes to distribute it among them, be has testamentary capacity. . . . The exclusion of some or all of bis legal heirs from tbe benefits of a will is not sufficient evidence of incapacity.” Again in tbe same case it was said: “Tbe similarity of tbe provisions of tbe instrument herein sought to be probated with tbe one executed about a year previous to tbe death of bis son is evidence that tbe testator had a deliberate and intelligent purpose in making tbe bequest to bis son, and after tbe death of bis son, to bis grandson, the principal beneficiary under said instrument last executed.”

3 Same: burden duction of verdict. Tbe burden was upon contestants to show that testator was mentally unsound and incapable of making a will. But, as tbe verdict was directed, we must give to tbe testimon;y produced by them its strongest probative force. Yet, if, when so considered, it appears that it would have been the duty of tbe trial court to have set aside a verdict for contestants, bad one been rendered, then there was no error in directing a verdict after all the testimony was adduced. Meyer v. Houck, 85 Iowa, 319; Hurd v. Neilson, 100 Iowa, 555; Beckman v. Coal Co., 90 Iowa, 255.

Tbe testimony shows that while testator was affected with chronic bronchitis for some years before bis death, and at one time became overheated, and as a result bad dizzy spells from time to time, yet there is no claim that bis mind became affected to such an extent as to disqualify him from making a will until tbe death of his son Henry, who was tbe chief beneficiary under a former will, which death occurred in February of tbe year 1909. It is said [645]

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Bluebook (online)
133 N.W. 1081, 153 Iowa 639, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sevening-v-smith-iowa-1912.