Speer v. Speer

123 N.W. 176, 146 Iowa 6
CourtSupreme Court of Iowa
DecidedNovember 17, 1909
StatusPublished
Cited by22 cases

This text of 123 N.W. 176 (Speer v. Speer) 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
Speer v. Speer, 123 N.W. 176, 146 Iowa 6 (iowa 1909).

Opinion

McClain, J.

An instrument purporting to be the last will and testament of Alexander' Speer was admitted to probate in the district court of Jasper County on February 17, 1902. It purported to have been executed on the 3d day of the same month, and it appeared that the testator died on the 6th. By this instrument the testator, who was without issue, left his property to defendant, his surviving widow. In August, 1906, within less than six months of the expiration of the statutory period for instituting action to set aside the probate of this instrument, the plaintiffs, William C. Speer, a brother of testator, and John M. and Samuel J. Black,, his nephews, instituted this action to set aside said probate on the ground that the instrument purporting to be a will was admitted to probate without any contest, and that it was not the last will and testament of Alexander Speer, for the reason that it was procured by the fraud and undue influence of defendant, the sole beneficiary therein, and that said testator was of unsound mind at the time said instrument was executed, and on the further ground that said testator was unconscious and in such physical condition at the time said instrument purports to have been exeeutéd by him that he could not sign the same, and never did sign the same, so that it is not his will. We find no evidence in this record [8]*8tending m the remotest way to show affirmatively any nndne influence exercised upon testator in connection with the execution of his will, and we find no' evidence of a diseased mind which would indicate that if the instrument was consciously and intentionally executed it was not entitled to probate. The sole question which plaintiffs attempted by their evidence to present .was whether testator was so enfeebled in mind by physical disease that he was unable to exercise the discretion necessary to make a will. The complaints of appellants are: First, that there was enough evidence to go to the jury on the question whether testator was on the day of the execution of the will sufficiently conscious to enable him to execute it; and, second, that the court erred in rejecting evidence which, if admitted, would have required the submission of the case to the jury.

I. Wills: mental capacity: Physical weakness: evidence. I. The disease of which testator died is described by the witnesses as broncho-pneumonia with pleurisy, with which testator had been seized about five days before the will was executed, and of which he died the second day after its execution. As testator’s sickness was wholly physical, proof of his ^ ^ condition as to lethargy, suffering, or unconsciousness on days preceding or following the execution of the will is entitled to very little consideration; the sole question being whether at the time of its execution he was conscious and able to understand what he was doing. Fothergill v. Fothergill, 129 Iowa, 93. Only two of the witnesses saw him on the day when the will was executed. Neither of these witnesses was present at the time of its execution, or attempted execution. They speak of his physical weakness, his failure to recognize them, and his apparent inability to converse as to his condition or his affairs. Without considering the evidence which was excluded by the court, we are unable to find anything in the record substantially tending to show that testator may not [9]*9have been in such condition wnen the will was in fact executed that he could understand what he was doing and express his deliberate purpose as to the disposition of his property.

Mere mental weakness, not due to mental disease, but solely to physical infirmity, does not constitute mental unsoundness. Hanrahan v. O’Toole, 139 Iowa, 229. On the other hand, it is well settled that there may be testamentary incapacity without actual insanity or unsoundness of mind. Manatt v. Scott, 106 Iowa, 203; Garrison v. Hubbard, 110 Iowa, 7. But mere weakness of mental power will not render a person incapable of executing a will. It is not necessary that he should be competent to make contracts or transact business. Old age and failure of memory do not of themselves necessarily take away a testator’s capacity to dispose of property. Perkins v. Perkins, 116 Iowa, 253. There is nothing in this case to bring it within the case of In re Wiltsey’s Will, 135 Iowa, 430, where it appeared that relatives in attendance upon testator at the time the will was executed took advantage of his lack of mental capacity due to sickness to practically dictate to him the disposition which he should make of his property. In Duggan v. McBreen, 78 Iowa, 591, there was affirmative evidence to show that testator was in confusion as to the person and objects which he would reasonably have had in mind in an attempt to dispose of his property.

Here the disposition was not complicated, and there is nothing to indicate that the execution of the will was not simply the carrying out of a plan previously and definitely entertained, so that the only mental capacity necessary to be exercised was that of determining whether or not he should make a will in that form. We are satisfied that the evidence as admitted by the court did not present such a case as to justify the submission to the jury of the question whether testator at the time this instrument was [10]*10executed was incapable of making a valid will. A verdict setting aside the probate of the will would, we think, have been without proper support. Fothergill v. Fothergill, 129 Iowa, 93.

2 Same: evidence. II. Turning now to the many assignments of error alleged to have been committed in sustaining objections to questions or striking out portions of answers calling for opinions of witnesses as to testator’s physical condition on the day on which the will was executed, we need refer to but a few instances to illustrate the line of decision adopted by the trial judge.' Statements of the witness Lyda Kenyon, as to testator’s condition, such as that he “seemed to be suffering,” “seemed to be in a stupor,” and did not talk to her that day “because he was too sick,” related to the day following that on which the will was executed, and, under the circumstances of the case, we think could not be considered as showing what his condition was on the preceding day. He was suffering from a progressive illness, and he may well have been in a much worse condition than when he signed the will.

The testimony of witness Dibbel that, when he saw testator on the day on which the will was executed, it seemed to be hard work for him to breathe, added nothing to the statement already made that the manner of his breathing “seemed to be labored, heavy.”

A portion of an answer of witness Thomson, in which he stated that, when he saw testator on the day on which the will was executed, he “could not indicate that he could understand what I said to him,” was properly stricken out as a mere inference, and, if it had been allowed to stand, could.not have added any weight to the other- testimony of the witness on the same subject.

An objection to a question to the same witness as to whether the recognition of the testator at this time was the same as his recognition in good health was properly sustained, for the reason that the question was altogether [11]*11loo indefinite to lead to any answer of probative value.

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123 N.W. 176, 146 Iowa 6, Counsel Stack Legal Research, https://law.counselstack.com/opinion/speer-v-speer-iowa-1909.