Webber v. Sullivan

12 N.W. 319, 58 Iowa 260
CourtSupreme Court of Iowa
DecidedApril 22, 1882
StatusPublished
Cited by27 cases

This text of 12 N.W. 319 (Webber v. Sullivan) 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
Webber v. Sullivan, 12 N.W. 319, 58 Iowa 260 (iowa 1882).

Opinion

Servers, Oh. J.

The evidence is • not before us, but it tended to prove that at the time the will was executed, the testator was sixty-eight years of age. That he had been twice married, and was divorced from his first wife in 1864, by whom he had ten children, and to whom he devised five dollars each. Why he did not give them more is thus stated in the will “for the reason why I do not give each of them more is, I have heretofore assisted each in money and. property, and in bringing them up in schooling, etc., their equal proportion in my estate.” ■ .

The testator married his last - wife in 1865,. by whom he had two children who were minors at the time the will was executed in 1879. He moved to Iowa in 1865, and the children by his first wife, with a single-exception, remained with her in Michigan.

The greater number of said children are poor and the others in moderate circumstances. During the testator’s last illness he was visited by one of said children, of whom he affectionately, spoke, and said he had made a will giving his wife one-third of his property, and dividing the remainder equally among all his children. That he knew no difference between them. About one year previous the testator exec.u-[262]*262ted a similar will, which, he destroyed, except he gave the son he brought to Iowa with him, a horse, which was received by him, and he devised two acres of land to each of his wife’s daughters by a previous marriage, in lieu of certain money of theirs he had received. A Mr. Worcester prepared the first will, who told the testator it was essential to the validity of the will he should give all his children something. Upon recovering from a severe illness he demanded said will of Worcester, saying, he desired to make some changes, and upon receiving it he destroyed such will.

The present will was drawn by Mr. Patrick. The testator was sick in bed at the time. He told Patrick he desired to give each of his children by his first marriage, five dollars each, and Patrick made a memorandum of the provisions. He seemed lost and confused and could not give the names of his children, and Mrs. Bartlett was called in to aid him. Patrick went to his office and drafted the will, read it over to the testator, and rewrote it. Patrick asked him if that wras his will; the testator answered, “It is just as I want it.” While Patrick testified the testator “seemed slightly confused” he was “of sound mind.” There was evidence tending both ways as to the mental capacity of the testator. At the time of his death, the testator owned real and personal property of the value of $8,800, but was indebted in the amount of $2,400. He devised one-third to his wife, and divided the remainder equally between his two minor children by her. There was no evidence tending to show that Mrs. Roxy Bartlett, the testator’s wife, knew the contents of the will when it was executed, or that she used any influence over the testator in relation thereto, or .that, because of her influence, the provisions of the will are in any respect different from what they would otherwise have been.

1. WILL : undue influence evidence. I. The contestants sought to prove the “condition of the children of the first marriage at the time they lived at home, from their births till the decedent came to Iowa; and what was their clothing, and what decedent [263]*263had given them. Also, that they had had scanty clothing, scarcely any schooling or school privileges, and that j¿hey had worked for their father without recompense till they were married, and went to establish homes for themselves; that they were dutiful and kind, and obedient to their father.’.’ Upon objection being made by the proponent the court refused to permit said evidence to be introduced.

It is said the proposed evidence was admissible for the purpose of showing the recitals in the will are false, and the provisions thereof unjust and unreasonable. The evidence related to a time from fifteen to thirty years prior to the execution of the will, and the only statement therein the evidence tended to show was false was, that said children had received their “equal proportion of my estate.” In the absence of any evidence tending to show undue influence on the part of Mrs. Bartlett, or that the .testator had reached the conclusion he seems to have adopted by reason of false representations made by Mrs. Bartlett, the proposed evidence was immaterial. If undue influence has been shown, or the recitals in a will have been induced by false representations, or that it is unjust in its provisions, such matters may, in such event, become material. Under such circumstances they become make-weights and aids to the evidence which tends to show undue influence. It is difficult to say, that a false conclusion reached by a testator, based on facts within his(own knowledge, or which he believes he knows, is evidence of undue influence. Influence, to be undue, must have induced the testator to make a wrong conclusion. It must have been exercised by some one. If the conclusion reached is the result of erroneous convictions,, engendered in the mind of the testator on his own motion, it may possibly be he is of unsound mind, but clearly it cannot be said imdue influence •has been exercised. "Whether a will is just or unjust in its provisions, is not a question for the jury, for a person has a perfect right to make such a will if he does so intelligently. [264]*264His determination, of such question is final and conclusive. Carpenter v. Calvert, 83 Ill., 62.

II. The contestants offered to prove the conduct of testator toward his present wife, at the time, and before the separation from his first wife. Such evidence being objected to, the court refused to permit it to be introduced. It is said this evidence was admissible for the purpose of showing the influence his wife had before marriage, and when such influence was illegally exercised. Conceding all this to be so, the proposed evidence would have no tendency to show an undue influence was exercised at the time the will was executed. The evidence was properly rejected.

III. The contestants asked four instructions which were refused. It is insisted all of them should have been given. The first is as follows:

2. — : — : burden of proof “If the instrument in dispute is unjust to his'representatives, or unreasonable in its provisions, or inconsistent with his intentions previously made or implied from family relations, it will be necessary for the executor, and those claiming under the provisions, to give some reasonable explanation of the unnatural character of the will, or of showing that it is not the result of mental defect, loss of memory, or of undue influence; or in other words, to show that notwithstanding the unreasonable, inconsistent and unfair provisions, it was his will, and met with full assent, and that he had a sufficient capacity to make a will.”

This instruction casts upon the proponent the burden of proving the negative proposition, that the will was not the result of undue influeric, if the jury should conclude it was unreasonable in its provisions. Such is not, in our opinion, the law, but the burden was on the contestants to establish undue influence, and the fact the will is unjust or unreasonable in the estimation of the jury, is not sufficient evidence such influence was exercised. There was no error in refusing the instruction.

[265]*2653. — : —: judgment of jury: instruction. IY.

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Bluebook (online)
12 N.W. 319, 58 Iowa 260, Counsel Stack Legal Research, https://law.counselstack.com/opinion/webber-v-sullivan-iowa-1882.