Shields v. Hanson

198 Iowa 686
CourtSupreme Court of Iowa
DecidedOctober 17, 1924
StatusPublished
Cited by15 cases

This text of 198 Iowa 686 (Shields v. Hanson) 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
Shields v. Hanson, 198 Iowa 686 (iowa 1924).

Opinion

Faville, J.

— I. The case presents the not unusual situation of a contest between the children of a testator over the admission of a will to probate. The contest is predicated upon the two grounds of alleged mental incapacity and undue influence:

The testator, James Shields, was a farmer. He died November 15, 1921, at the age of 71 years. He left surviving him two children, a daughter, Sadie Hanson, the proponent, and a son, Clarence S. Shields, the contestant. The testator had been a widower for more than twelve years prior to his death. He had twice married. His second wife was a widow, with four [687]*687children, three of -whom are living and married, and one of whom is deceased, leaving a son, David Houke, who is a beneficiary under the will. The proponent is married, and at the time of the trial ivas 37 years of age. The contestant is unmarried, and was 42 years old at the time of the trial. The will was executed August 23, 1921. By the terms of the will, the testator gave to the contestant, Clarence S. Shields, an annuity of $500, to be paid to him on the first day of December, each year, and the same was to be a charge and lien upon the estate. Two stepgrandsons were each given $250. The remaining portion of the estate, by the terms of the will, was devised and bequeathed to the proponent, Sadie Hanson.

The estate consisted of personal property of the value of about $7,000, and approximately 400 acres of land. There is a conflict in the evidence as to the value of the real estate. It appears that different tracts vary in quality, about 340 acres being variously estimated at from $110 to $175 per acre, and about 54 or 56 acres being valued at from $50 to $60 per acre.

We consider first the matter of undue influence. The proponent was married about 1910. Prior to the marriage, her husband had been employed by the testator, and had lived on the farm with the family. After the marriage, the ProPonent and her husband continued to occupy the farm for about five years. They then rented another farm, but returned to the “home place” some time in the fall of 1918 or the spring of 1919, and have since resided there.

It appears that, on the 30th day of December, 1919, the testator made a will. This will was drawn by an attorney who had been the legal adviser of the testator for a number of years. No one was present at the time this first will was drawn, except the testator and the attorney. The will in question was drawn by the same attorney on the 23d day of August, 1921. The only difference between the terms of the two wills is that, in the will of December, 1919, the stepgrandson David Houke was bequeathed $1,000, and in the will of 1921, this beq-uest was reduced to $250, and an additional bequest of $250 was given to the stepgrandson Merrill McCarty.

[688]*688Regarding the execution of the will in suit, it appears without conflict in the evidence that thé testator went alone to the office of his attorney who had drawn his former will, and explained to him that he desired to modify his former will and reduce the amount he had given to the stepgrandson David, to $250, and to make a like bequest to the stepgrandson Merrill McCarty. In reply to an inquiry from the attorney, he stated that the first will was in a safety box in the bank, and upon a suggestion from the attorney, he went to the bank and secured the will and returned with it to his attorney. The will was copied by the stenographer of the attorney, except the paragraph in respect to the two bequests to the stepgrandsons. The testator went to the store of a friend, and informed him that he was making his will at the attorney’s office, and asked him if he was willing to witness the signature. Upon being informed that the party would so witness it, the testator left, and later returned, and told the witness that he was ready to sign the will. Thereupon, the witness accompanied him to the attorney’s office, and the will was signed and duly witnessed. The attorney placed both the wills in an envelope, which was duly indorsed by him and given to the testator, who took it to the bank and deposited it in a safety deposit box, where it was found after his death.

There ■ is no evidence that the proponent or anyone associated closely with her had any knowledge of the execution of the will or that any will had been made. Evidence was offered in behalf of the contestant for the purpose of endeavoring to show that the proponent exercised a dominating influence over the testator during the time she was living at his home, and at or about the time of the execution of the will; but a careful examination of the record satisfies us that the evidence in regard to said matter is so lacking in any probative value whatever as' to utterly fail to support any claim of undue influence on the part of any person in procuring the execution of the will. There was no such showing of fact in regard to this subject-matter as .to raise any question that would warrant the court in submitting the issue of undue influence to the jury.

[689]*689[688]*688II. The vital question in the case centers about the claim [689]*689of mental incapacity on the part of the testator to make the will. As is usual in such cases, the evidence covered a very wide range of territory, and it would be impossible tor us, within the reasonable lengths oi an opinion, to review the evidence ox the witnesses for the contestant and the proponent in respect to the acts, conduct, and declarations of the testator during the latter years of his life. Something like forty witnesses testified more or less directly on this subject in behalf of the contestant, and something over twenty in behalf of the proponent.

It appears that the testator was a thrifty, hard-working, and economical farmer. It is quite apparent from the testimony that the contestant had been a disappointment to his father. He had worked upon the home farm for some time, and then had traveled in the west. It appears that he was somewhat addicted to the use of intoxicating liquors, and that he was given to gambling, and had been at one time a partner in the operation of a gambling house. At the time the first will was drawn, in 1919, the testator explained to his attorney that, because of the habits of the contestant, he wished to make provision for him in the way of an annual income, which, after consultation with the attorney, it was decided should be done in the manner set forth in the will.

It is to be noticed that the last will was drawn about three months prior to the death of the testator. There is evidence that the testator had had a spell of sickness, and had been confined in the hospital. He had attained the age of seventy-one years. There is evidence tending to show that he had arteriosclerosis and a high blood pressure. The contestant offered one medical expert as a witness, who testified generally in response to hypothetical questions regarding arteriosclerosis and senile dementia, but who testified, on cross-examination, that,' at the time of his examination of the testator, in 1920, he did not see anything wrong with the testator’s mind; that testator seemed to understand what he was talking about, was rational, and his memory seemed good. He testified that, when he examined the testator at his home, shortly before his death, he gave him “a [690]

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Bluebook (online)
198 Iowa 686, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shields-v-hanson-iowa-1924.