Wackman v. Wiegold

212 N.W. 129, 202 Iowa 1391
Supreme Court of Iowa·Decided February 8, 1927·Published·Cited by 6 cases

Opinion

Faville, J.

I. On November 10, 1923, the testatrix, Henrietta Person, executed her last will and testament. She died on the- 28th day of November, 1923, and on tbe 8th day of Decem-her, 1923, said will was admitted to probate in the district court of Lee County, Iowa. On September 23, 1924, this action was instituted, to set aside the order admitting said will to probate. Tbe testatrix, at tbe time of tbe execution of said will, was 74 years of age, and a widow. Tbe proponents and contestants are her sole children. By tbe terms of tbe will she bequeathed to the contestant August .Person the sum of $5.00, and the will recites, in regard to said legatee:

“I do not make a larger bequest to him because be at different times received amounts from my husband that exceed any share which be may have ‘been entitled to in tbe estate, should I die intestate.”

With respect to the other contestant, tbe provision of the will is as follows: \ . -

*1393 “I bequeath unto my daughter, Wilhelmina Wackman, the sum of $5.00, feeling certain that she is well provided for. ”

The homestead, furniture, and fixtures of the testatrix were devised and bequeathed to the daughter Albertine Wiegold. The residue of the property of the testatrix was divided among the other daughters, Henrietta Wiegold, Louise Hesse, and Ele-nore McGovern. In the petition there was an allegation of mental incapacity, which was withdrawn by the court, and the only question .submitted to the jury was the question as to whether or not the wall was procured by undue influence, alleged to have been exerted by the proponents.

The appellee August was a witness in his own behalf. He was asked whether or not he had a conversation with one of the appellants, Elenore McGovern, in regard to a house and lot. Proper objections were interposed to the testimony of the witness on this subject. The .objections were overruled, and the witness testified as follows: . -

“The .conversation took place in the--Union Hotel at Burlington, Iowa, the spring after my father died. It was in 1924. She said, 'The girls tell mother that father gave you a house and lot.’ I told her he never gave me a.house and lot. She said, ‘The girls say so.’ That is the conversation we had. Mr. Adam Wackman, the husband of my oldest sister, was present. I am not the owner of any home, nor do I own my home.”

. The theory of the appellees was that the appellants had poisoned the mind of the testatrix against the appellees, and particularly against the appellee August, by informing the testatrix that her husband had given August a house and lot. The husband had died in February of 1923. The testimony was of a conversation between the appellee August and his sister, Mrs. McGovern, and, it is apparent, was a recital and declaration by Mrs. McGovern, referring to the other appellants, that ''the girls tell mother that father gave you a house and lot.” It is not claimed that the declaration, was any part of the res jestae, and the question is squarely presented .as to-whether or not the declaration of one of the beneficiaries under .a will, showing or tending to show undue influence in making a will, is admissible in a suit to which all the beneficiaries are parties. In James v. Fairall, 154 Iowa 253, we said:

“The overwhelming weight of authority in this country is *1394 to the effect that, where there are several devisees or legatees whose interests aré several, and not joint, the declarations and admissions of one of these are not admissible, because they would operate to the prejudice of the other devisees. See cases already cited, and the following of our own which adhere to the same rule: In re Ames, 51 Iowa 596; Dye v. Young, 55 Iowa 433; Parsons v. Parsons, 66 Iowa 754; Goldthorp’s Estate, 94 Iowa 336; Hertrich v. Hertrich, 114 Iowa 643; Hull v. Hull, 117 Iowa 738; Fothergill v. Fothergill, 129 Iowa 93; Vannest v. Murphy, 135 Iowa 123. Chaslavka v. Mechalek, 124 Iowa 69, relied upon by appellant, does not announce a contrary doctrine. ’

In Lawless v. Lawless, 156 Iowa 184, we said:

“This court has frequently announced its adherence to the rule, first definitely recognized in this state in the case In re Estate of Ames, 51 Iowa 596, that, in a cqntest as to the validity of a will on grounds of unsoundness of mind or undue influence, declarations of one devisee, tending to show such upsoundness of mind or undue influence, are not admissible if there are other devisees, not joint with the declarant, whose interests will be prejudiced by the refusal to probate the will on grounds which such declarations tend to establish. Recent cases supporting this rule are Hertrich v. Hertrich, 114 Iowa 643; Fothergill v. Fothergill, 129 Iowa 93; Vannest v. Murphy, 135 Iowa 123; Casad v. Ripley, 145 Iowa 544; James v. Fairall, 154 Iowa 253.”

In Albright v. Moeckly, 202 Iowa 565, we said:

“The bequest to the residuaries was not to them jointly. Jacob was not the principal beneficiary. He was one of a number. • His declarations were not a part of the res gestae. The law is settled in this state that such declarations are not admissible.”

The rule announced in these decisions requires a reversal. There was other evidence of a similar character, some of it in writing, which came within the inhibition of the rule above stated, and should have been excluded, upon the objections that were made thereto.

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Wackman v. Wiegold, 212 N.W. 129, 202 Iowa 1391 (iowa 1927).

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