174 Iowa 397 | Iowa | 1916
I. The objections made, as defined by the brief of appellants, are: (1) That by reason of the great age of decedent, 89 years, her mind was enfeebled; that for many years she had been afflicted with a bodily ailment which also affected her mind, so that she did not have mental capacity sufficient to understand the nature of the transaction and to execute a will; (2) that decedent was under the complete control of her husband; that he exercised undue influence
At the close of all the evidence, the proponents moved that the court direct the jury to return a verdict for the proponents upon the grounds: (1) That there is not sufficient evidence to warrant submission to the jury; (2) that contestants have admitted in the record that the instrument proposed for probate was duly executed and signed as required by law. The court sustained the motion. An assignment presents that this was erroi’. Others present exclusions of offered testimony.
A witness who had opportunities for observing said that he knew of no general breakdown in her during the last 10 years of her life, unless it were her memory; that this was not as bright in the last few years as it was years ago; that he cannot tell when he first observed a change in this regard and was not with her often enough to observe; that she was just like other people when she got old; that she failed a little in the last few years, as people do with reference to their memory as they get older; that the change was that her mind wasn’t just as clear; that she wasn’t active; and that, during the last two years of her life, she was very feeble. She would often start to the pantry for a' cup or something for dinner and forget what she went out to get, and maybe get something else, and returned to the kitchen without recalling what she went after. This happened quite often at meal times, and grew worse as she got older. She would give several dishes of the same kind of food to persons at the table and would put her notes and things in boxes and displace them about the house. When the witness saw her next, after he had been present at the execution of the alleged will, he had to tell her who he was, because she didn’t appear to know him. She would often call him Milt, which is the name of his brother, and sometimes she wouldn’t notice when people came in and wouldn’t know them and couldn’t call their names right. After this
In the old will, the first item gives to the husband one half of his wife’s property absolutely. A codicil modifies this to the extent of deducting from this half $2,050. Both this will and the codicil were made very early in the year 1903. The will in suit was made on January 18, 1911, something
It is not intended to say that some one or more specific decisions in terms sustain tbe conclusion we reach. Fact decisions are very rarely precise precedents. But they do afford the possibility of deducing general rules from them. Thus limited, the cases sustain affirmance.
On the whole, Perkins v. Perkins, 116 Iowa 253, upholds a will against stronger evidence of weak mental condition than, and as strong evidence of influence as, is present here. On page 262, we say that, even if it were clearly shown that a wife requests her husband to make the will in her favor and that he would not have made it but for her importunity, it would still be insufficient ground for setting it aside; that, to be undue within the meaning of the law, the influence must be such as to subject the will of the testator to that of the person exercising such influence, and make the paper express the purpose of such person, rather than that of testator himself; that it must be equivalent to moral coercion, and such inducing influence must be directly connected with the execution of the will, and operate at the time it was made. In Henderson v. Jackson, 138 Iowa 326, a demurrer is sustained to objections to the probate of a will that, at the date of the will, testatrix was the widow of one' P, who had died four years before; that] prior to the last named date, testatrix, at the instance and direction and under the influence of her said husband, made and executed a will by the terms of which she devised and bequeathed her entire estate to the heirs and relatives of the husband, ignoring her own lawful heirs and blood relatives; that, after the death of her husband, testatrix executed the will now in controversy for the purpose only of compensating those of her relatives who had cared for and nursed her during her last sickness and in consideration thereof; and that she desired to and would have revoked the provisions of the first will entirely and.given her property to the members of her own family if it had not been for the promise exacted of her by her husband when on his deathbed
“It may be conceded that the evidence shows opportunity for undue influence; but the opportunity shown is no greater than should be present in all such eases if the child possess the love which the relationship demands, and opportunity alone is wholly insufficient to establish undue influence. . . . Even advice and solicitation, no matter how insistent they may have been, will not make a will invalid, unless it be further shown that the freedom of the testator’s will was overcome thereby. ’ ’
In Children’s Aid Society of New York v. Loveridge, 70 N. Y. 387, a case of contest on the ground of undue influence, on page 394, the court said:
“In order to avoid a will, upon any such ground, it must be shown that the influence exercised amounted to a moral coercion, which restrained independent action and destroyed*407 free agency, or which, by importunity which could not be resisted, constrained the testator to do that which was against his free will and desire, but which he was unable to refuse or too weak to resist. It must not be the promptings of affection; the desire of gratifying the wishes of another; the ties of attachment arising from consanguinity, or the memory of kind acts and friendly offices, but a coercion produced by importunity, or by a silent, resistless power which the strong will often exercises over the weak and infirm, and which could not be resisted, so that the motive was tantamount to force or fear.”
Keeping in mind the inherent limitations of case law on such a question as we have, we are sustained by In re Estate of Townsend, 128 Iowa 621; Hanrahan v. O’Toole, 139 Iowa 229, and Brackey v. Brackey, 151 Iowa 99. That is to say the wills in these cases were upheld on evidence which, while it differs from that here, in being stronger against the will on some points and weaker on others, on the whole makes as strong a case for the contestants as is made in this case.
To be sure, in Sevening v. Smith, 153 Iowa 639, we held the sanity to be a jury question. But this again discloses the difficulties in the way of fact precedents. We would so hold here on facts like those in Sevening’s case.
It is true, too, that in In the Matter of Probate of Will of Selleck, 125 Iowa, at 680, and in Johnson v. Johnson, 134 Iowa, at 35, we hold that an earlier will is admissible on undue influence, and such an one was put in in the case now in hearing. But neither this law holding nor the fact that such evidence is in makes a case for the jury on whether here undue influence was exercised, and whether the will is that of the alleged testatrix.
And so of other citations. They declare good law, but do not make a jury case for these contestants. Seven rule that, on undue influence, declarations of testator are not admissible to prove the matter declared, but are admissible on the mental condition of declarant. So does Schouler, Wills, Sec. 243.
No. 11 was: "State what was the habit of Mr. Crissick as to drinking.” Answer. "He drinked so much.”
No. 12. "When he had been drinking, what was his treatment of his wife and yourself?” Answer. "Well, he didn’t use us right!”
No. 14. “State whether or not Mrs. Crissick was afraid of him at such times.” Answer. “Yes.”
Numbers 11, 12 and 13 are vulnerable to the objection made that they cover immaterial, if not also irrelevant, matter. It was no evidence that deceased was not mentally capable, to make a will, nor that the will in suit was the will of the husband, rather than of the wife, that the husband drank much, didn’t use the wife and her sister right, and that he would swear at them.
2.
The answer “Yes” to Interrogatory 14 must be read in connection with the answers to 11, 12 and 13. Thus read, it is testimony that, when the husband drank, he did not use his wife and her sister right, and seemed to swear at them. His wife was afraid of him. It seems to us that this is immaterial and irrelevant, because there is no evidence that the conditions which caused such fear were operative at or shortly before the assailed will was made; no evidence that at the time, or shortly before, the will was executed the husband had been drinking, misusing wife and sister-in-law, or swearing at them. Even if the witness may testify that under stated conditions there was such fear, it is not permissible if there be no evidence that these conditions existed at the time to which the investigation is to be directed. We think, too, that the inquiry was incompetent.
2.
“Q. Mr. Hasty, at these times you have mentioned, did she appear to be afraid of Mr. Crissiek? (Objected to as the conclusion and opinion of the witness, and not facts.) The Court: He may describe her appearance, how she appeared, and what was done and said. (Contestants except.) ”
We find this claim to be inaccurate. While this, found on page 23 of the abstract, seems not to be the sustaining of objection, it appears on abstract page 20 that the question was asked, “Did she appear to be afraid of Mr. Crissiek?”; that this was objected to as incompetent, irrelevant and immaterial, and the objection sustained. This is not proof that what appellant complains of did not occur, but shows, at most, that later a similar question was asked; that the second ruling was a change of position; that it permitted answer to what had not before been allowed to be answered; and that appellant did not take advantage of the permission, and therefore may not complain of the first ruling.
3.
4.
5.
6.
We know of no rule of evidence which permits a lay witness, or any witness, for that matter, to dispose of such
7.
We do not see that our opinion on these exclusions is militated against by the fact that four cases cited hold that statements such as that a person’s manner was angry or excited, or he was sick, or acted in a childish manner, are not to be excluded as conclusions, and one that, in the contest of a will, a nonexpert witness who has detailed the facts upon which his conclusion is based may state his opinion of the testator’s soundness of mind.
We reach decision because firmly persuaded that, if a verdict had been taken, and it were against this will, such verdict would have no support better than a scintilla, and that ,it would have been the duty of the trial court to set it aside.
The judgment below is — Affirmed.