Solbrack v. Fosselman

204 N.W.2d 891, 1973 Iowa Sup. LEXIS 950
CourtSupreme Court of Iowa
DecidedFebruary 21, 1973
Docket55292
StatusPublished
Cited by6 cases

This text of 204 N.W.2d 891 (Solbrack v. Fosselman) 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
Solbrack v. Fosselman, 204 N.W.2d 891, 1973 Iowa Sup. LEXIS 950 (iowa 1973).

Opinion

RAWLINGS, Justice.

Defendant executor appeals from trial court’s allowance of plaintiff’s claim in probate. We reverse.

*893 Rose Solbrack, claimant, seeks reimbursement from Earl F. Fosselman, estate executor, for domestic services performed on behalf of Bernard T. Kennedy prior to his death.

Errors here urged in support of a reversal are, trial court erred in (1) overruling executor’s objections to testimony by and on behalf of claimant in violation of The Code 1966, Section 622.4, (2) failing to sustain executor’s motion to dismiss made at close of the evidence and (3) overruling executor’s motion to vacate decision.

The basic question presented is whether testimony by claimant and her supportive witnesses was erroneously admitted because of their alleged statutory incompetency.

I. Although tried to the court this is a matter in probate triable as a law action. See Code § 633.33; Patterson v. Patterson, 189 N.W.2d 601, 602 (Iowa 1971). That means our review is on errors assigned, not de novo.

And as we said in Pitz v. Cedar Valley Egg & Poultry Co., 203 N.W.2d 548 (Iowa, opinion filed January 17, 1973) :

“ ‘Findings of fact by trial court have the effect of a jury verdict. Furthermore the record will be viewed in that light most favorable to the judgment, and if supported by substantial evidence it will not be disturbed on appeal. This does not, however, exclude inquiry as to whether trial court erred in the admission of evidence or application of erroneous rules of law which materially affected the decision. Rule 334(a)(3) R.C.P.; Christensen v. Miller, Iowa, 160 N.W.2d 509, 511; Hamilton v. Wosepka, [261] Iowa [299], 154 N.W.2d 164, 166; Morris Plan Leasing Co. v. Bingham Feed and Grain Co., 259 Iowa 404, 413, 143 N.W.2d 404; and McCune v. Muenich, 255 Iowa 755, 757, 124 N.W.2d 130.’”

II. Code § 622.4, commonly referred to as the “dead man statute” is set forth verbatim in Sisson v. Johnson, 187 N.W.2d 745, 746-747 (Iowa 1971) and need not here be repeated.

Numerous claimant-called witnesses testified as to conversations with Bernard T. Kennedy regarding his plan or proposal to bequeath claimant some amount in addition to that paid her for household labors performed.

To most if not all of this line of questioning the executor’s attorney interposed such objections as (1) “calling for a transaction and communication with a person since deceased, with the testimony given by a witness incompetent to give such testimony, under the provisions of Section 622.4 of the Code of Iowa”, or (2) “calling for a transaction and communication of a person since deceased, by a party in interest, and in violation of Section 622.4 of the Code of Iowa.” Regarding “transactions” or “communications” see generally 58 Am.Jur., Witnesses, §§ 238-239; 97 C.J.S. Witnesses § 215(7)(b). See also Dakoff v. National Bank of Commerce, 254 S.W.2d 550, 553 (Tex.Civ.App.1952).

Claimant generally assails timeliness of the executor’s objections under our pronouncement in Adler v. Abker, 251 Iowa 915, 917-918, 103 N.W.2d 761 (1960). See also Wagg v. Mickelwait, 165 N.W.2d 829, 832 (Iowa 1969); 1 Wigmore on Evidence, § 18 at 323 (3d ed.); 58 Am.Jur., Witnesses, § 208; 97 C.J.S. Witnesses § 247(a). But see Erwin v. Fillenwarth, 160 Iowa 210, 216, 137 N.W. 502 (1912). That issue is now presented for the first time. Resultantly error, if any, was not preserved. See Peel v. Burk, 197 N.W.2d 617, 619 (Iowa 1972); State v. Evans, 193 N.W.2d 515, 519 (Iowa 1972).

In any event we do not elect to foundation our decision on the tenuous principle enunciated in Adler.

With regard to form and adequacy of such objections as are set forth above see In re Estate of Scholbrock, 224 Iowa 593, 596-597, 277 N.W. 5 (1938); Schleuter v. *894 Reinking, 189 Iowa 452, 457-458, 178 N.W. 337 (1920); Secor v. Siver, 188 Iowa 1126, 1133-1137, 161 N.W. 769 (1917); Erwin v. Fillenwarth, supra; Hanrahan v. O’Toole, 139 Iowa 229, 236-237, 117 N.W. 675 (1908); 26 Iowa L.Rev. 207, 208-215; 97 C.J.S. Witnesses § 247(b).

In most instances objections voiced as aforesaid were overruled or sustained. Occasionally, for no apparent reason, ruling was reserved. At close of claimant’s evidence in chief, trial court, by blanket order, overruled all objections made on which ruling had not been previously made. Such procedure undoubtedly served to create some needless confusion in the trial of this law action.

III. Next to be considered is the need for repetition of objections in a case such as is now before us.

At the outset it is understood that ordinarily, when a timely and proper objection has been distinctly made and overruled it need not be thereafter repeated as to the same class of evidence offered. See State v. Evans, 193 N.W.2d at 518; Stutsman v. Des Moines C.R. Co., 180 Iowa 524, 532, 163 N.W. 580 (1917); Metropolitan N. Bk. v. Commercial S. Bk., 104 Iowa 682, 691-695, 74 N.W. 26 (1898); 1 Wigmore on Evidence, § 18 at 331 (3d ed.) ; McCormick on Evidence, § 52 at 120 (1954) ; 22 Iowa L.Rev. 609, 611-617.

It must, however, be understood Code § 622.4 is directed against competency of a witness to testify, not against the subject matter of testimony. Consequently an objection urged against such proof is not to the question asked but rather to competency of a witness to answer it. See In re Estate of Scholbrock, 224 Iowa at 597, 277 N.W. at 7; Feltes v. Tobin, 187 Iowa 11, 14, 171 N.W. 739 (1919); Hanrahan v. O’Toole, 139 Iowa at 236, 117 N.W. at 678; cf. Patterson v. Patterson, 189 N. W.2d at 604; Adler v. Abker, 251 Iowa at 917, 103 N.W.2d at 763. See also 19 Iowa L.Rev. at 523-524.

Thus the aforesaid “continuing objection” rule does not apply as to witnesses subsequently called against whom a competency objection must be voiced. Stated otherwise, each witness should be considered individually with timely and appropriate objections repeated as to the competency of every questionable person called to testify. See 22 Iowa L.Rev. at 617.

This does not, however, serve to exclude from consideration by a trier of fact the credibility of witnesses or weight of their testimony in a case such as that at hand. See Estate of Thompson v. O’Tool, 175 N.W.2d 598, 601 (Iowa 1970).

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