189 Iowa 104 | Iowa | 1920
age of about 82 years, survived by five children, the contestants and John Henry, one of the proponents. The other proponents are the sons of John, the grandsons decedent. The latter’s wife departed this life intestate, about 40 years previous to the death of her husband, seized of 160 acres of land, and he had never remarried. At that time, their youngest child, Katherine, who ivas subsequently married to one Dolan, was 2% years old, and the eldest child, William, was about 11 years of age. Decedent then owned 80 acres of land, AVhich subsequently Avas sold by him to his daughter, Maggie Harrington, in payment for Avhich he received
His son John was designated to act as executor. There is no controversy b.ut that the evidence was insufficient to sustain a finding, were it made, that the Avill was the product of undue influence. Contestants contend, however, that the court erred in ruling that the evidence Avas insufficient to raise an issue as to whether the deceased was of unsound mind when he signed the paper purporting to be a last will and testament.
I. Some details are essential to a correct understanding of the relations between deceased and his children, as bearing on the fairness of the Avill. William Avas past 53 years of age, at the time of the trial, had. never been, married, had left home Avhen 15 or 16 years of age, had lost one arm, when about 22 years of age, and, 9 or 10 years previous to decedent’s death, Avas in some way dragged, so as to dislocate his hip joint, after Avhich he Avas a helpless cripple, and, at the time of the trial, Avas without means, and was making his home Avith his youngest sister, Katherine. He had never received any rent or income from his undivided 2/15 of the 160 acres Avhich he had inherited from his, mother, and conveyed such interest to John in 1910 for a consideration of $3,000, Avhich must have been expended thereafter in caring for himself. Katherine, the youngest child, married, Avhen about 32 years of age, and had five children. Her husband, Dolan, Avas a fireman in Cedar Rapids, and their only property, at the time the alleged will Avas made,, Avas a home, valued at $3,500, with an incumbrance of $1,000. She had participated in keeping house, worked in the field,' husked and ploAved com, pitched hay, harrowed, cultivated, put in oats, shocked grain, milked cows, done chores, and helped in farm work generally which ordinarily is done by men, besides -housework, save when attending school in Cedar Rapids during three terms, and teaching one year.- When her father purchased the 100 acres north of Fairfax, in abput 1900, she accompanied -him
On the other hand, Mrs. Dolan testified that:
“He came back and forth, when he first left, and he came back again and stayed probably a year, and worked, and then went away again. He came back and stayed at intervals. When he went to railroading, he left the community, and there was quite a lapse of time before he came back. After he went to Superior, we heard from him occasionally. There might have' been a period of a few years that we were doubtful where he was,, and his letters might not have come frequently. Before his arm was taken off, there was quite a few years, I think, that we did not hear from him. There were many years that he didn’t show up on the home farm at all. He came back, two or three years previous to when he made a division of my mother’s estate, and was still there when we made the division. He had / been disabled in Superior, and came back to. Cedar Rapids and stayed -with me about two years. * * * ' After he got the $3,000, he went back to Superior and stayed about three months, and then came back and spent the winter with me.”
From this and other evidence, which need not be set out, the jury might have found that, though William had been absent many years, his relations with Ms father had been friendly, for several years at least, and, in view of his helpless condition, it is scarcely conceivable that a father with sound mind should have limited his bounty to his helpless first-born son to the mere pittance of $25 or $30 per annum,, interest on $500, and have,, at the same, time, bestowed on his other son, in the vigor of health, and well-to-do; competent to care for himself, the use of all his land for life, and thereafter a life estate on John’s sons, and on the three
II. The evidence disclosed that the deceased Avas a large man, of positive character and of unusual strength; that, during the latter part of his life,, he had done the chores about the premises, and especially AAdien John Avas aAvay from home; and that, if anyone was there, he Avould merely attend to his horse. John testified that he continued in usual health until taken sick, on December 19, 1915 ; and John's Avife, that he seemed to be pretty nearly as usual for several Aveeks before that time. She related that she had seen him start for tOAAm, early in the month, AAdien she went to the barn and informed her 'husband, and then Avatched' him from the AvindoAAr, and saAv him fall, after he Avent over a fence a,t the1 railroad track; that he lay a feAV min
Mrs. Harrington swore that her father’s abdomen had been enlarging for a couple of years, and that she had observed that “father, for several weeks and months prior to his last sickness,, was drowsy.” John’s wife said that he would get gas on the stomach, and would belch it up. There was room, then, for the jury to find that decedent was in failing health for two years at least, prior to his last sickness.
III. Mrs. Harrington was at the home of John for about three hours on December 19th, and testified that her father “had a cold chill, and was trying to raise gas from his stomach; his abdomen was bloated.” Dr. Dvorak was called, and reached the decedent at about 2 o’clock A. M. of the next day, and, shortly thereafter, John telephoned Mrs. Harrington that her father was very sick; and she came in the morning, at 5 or 6 o’clock. She testified that he was then suffering pain; that his skin was of a yellowish color; his abdomen swollen; and that he was feverish. The priest was called, shortly after daylight, and administered the last sacrament of the church and extreme unction. Later, she notified Mrs. Dolan, who arrived about 9 o’clock in the evening, and remained until the 23d. She testified to having found her father in bed; and that he was bloated, was in great pain, and tried' to vomit repeatedly until midnight, without raising anything; and that,, in the morning, his skin appeared to be yellow; that, when she stepped into an adjoining room, to attend to her child, she heard her father moaning and talking about his troubles; that, after the scrivener had drawn the will and left, she heard her
IY. Dr. Murphy, after qualifying, related that he had known decedent about 15 years, having last seen him about 5 years previous to the examination; that he'found him sick in bed; that decedent apparently did not recognize his coming into the room; that he learned the history of the case from his daughters; that he remarked to decedent that he was sorry that he Avasn’t feeling well, to Avhich no response was made; that he then proceeded to make an examination; that the heart action ‘Svas rapid, Avith impaired compensation, impaired action, common to elderly people;” that Ms pulse indicated a hardened condition of the arteries; that “he was suffering from arterial sclerosis.’.’ ne explained that “the blood vessels get hard and tense, and, in the small organs, Avell defined; the small arteries shut off the normal supply of blood, and the parts of the body are impaired;” that the disease is recognized by shortness of breath, rapid pulse, rapid heart action, and is associated Avith Bright’s disease, particularly in advanced life; that he noticed a slight SAvelling in the lower extremities,, and some
“There would be no improvement in his physical condition; he would get worse. Q. How about his mental condition? A. There would be no improvement in his mental condition. Without that treatment his mental condition would get worse. Without that treatment, his physical and mental condition would remain about the same in 1, 2, or 3 hours as when I finished my examination. His mind was impaired, due to his physical trouble.”
He was then asked “whether or not, in your opinion, he was, at that time, of sound or unsound mind?” and answered, over objection:
“An unsound mind., due to the toxic condition of his body. Q, State whether or not, in your opinion, he was in such a condition of mind as to intelligently .understand the extent and value of his property. A. Xo. Q. State whether or not, in your opinion, Mr. ITeniy was in a condition of mind where he could intelligently realize the obligations which he was under to those next of kin to him.*116 A. No. Q. State whether or not he would be able, within the next 1 or 2 hours [after examination], to intelligently understand the nature and extent of his propert3r, in the absence of treatment which you prescribed. A. No. Q. State whether or not, within a short, time after you saw him, in an hour or two, he would, in your opinion, be able to understand intelligently and to realize the' obligations which he was under to those next of kin to Mm, in the absence of the treatment which j-ou prescribed. A. No.”
On cross-examination, the doctor was asked as to his testimony on the previous trial, and if, in his opinion, decedent was of unsound mind, or did not appreciate Ms obligations and realize the extent of his property, if he made certain statements to the scrivener, and SAvore that he didn’t believe “hé was conscious of what he Avas doing when he signed the will;” that he didn’t believe “that he was clear-headed as to Avliat he AAras doing;” that the condition of Ms mind, Avithin an hour or tAvo after he saAv him that morning, Avould be such that his volition would be impaired; that, on the morning of the 22d of December, when he suav decedent, and for 2 or 3 hours after that, his condition of mind Avas such that he could respond to suggestions, Avhen aroused.
The evidence Avas in conflict as to Avhether this physician advised the decedent to settle his-property;-and, on further cross-examination, the doctor swore that, if the decedent made the statements Avith regard to his property and family, as testified to by the scrivener, he Avould not say that he did not haA-e an intelligent knoAvledge thereof. Four physicians Avere called, and each, after 'qualifying, in response to a hypothetical question, accurately detailing the facts which the evidence tended to sIioaa’-, expressed the opinion that the decedent’s condition did not materially change, Avithin the times after Dr. Murphy examined him and when the jvill Avas signed; that he did not, at the time, appreciate the extent or value of his property, nor under
V. On the other hand, Dr. Dvorak, who accompanied Dr. Murphy, testified that he (witness) didn’t examine him for arterial sclerosis, but knew he had it, to some extent, and that his temperature might have been two degrees more than normal; denied that his complexion was yellow; swore that Dr. Murphy did not take a sample of his urine, though Mrs. Dolan corroborated the doctor in saying that he did take it, and that the witness made an analysis, and found that it contained bile, but did not examine it for casts ; was of opinion that bile in the urine was a sign of Bright’s disease; agreed with Dr. Murphy as to the condition of the heart, but did not find any'evidence of uremic poisoning ; did not find him in a state of stupor, nor delirious. He testified, also, that the patient’s liver was not larger than normal; that, when he entered the room on the 22d of December, with Dr. Murphy,, the decedent inquired, “What are you two devils here for?” that Dr. Murphy obtained the history of the case from decedent; that they had no difficulty in understanding him; that he discovered nothing that indicated decedent to be of unsound mind; that, when he went out a second time, to take a nurse, he found decedent in the same condition as he had been when examined; that, when he and Dr. Murphy were there, besides talking of his sickness, decedent spoke of the weather, and inquired if it was very cold out'; that Dr. Murphy did not take his blood pressure. The witness expressed the opinion that the decedent was of sound mind. The nurse, who'arrived at 4 or 5 o’clock in the afternoon of the 22d, remained until 'the 2(ith of January following, and was of opinion that'decedent’s mind was all right. The scrivener, cashier of a local bank, swore that, when he reached decedent’s bedside/ the latter was not in a stupor; that he had a chat with him about a number of things; that testator told John to bring him his pocketbook, which was done, and, at the direction of his father, John handed the deposit slips and a passbook' from it, and called attention to a certificate of deposit in
“A nonexpert may not express an opinion concerning mental condition of the subject of investigation, save at the times of his observation,, and the question propounded to McGruder was so limited; but an expert, as Dr. Garton appeared to be, may be permitted to express his ojunion, not only of the condition of the mind at the time of the examination, or that fixed by the hypothetical question, but concerning its probable duration, past and future, and whether it existed on a particular day.”
A finding that decedent did not have testamentary capacity when the will was signed, might have rested on Dr. Murphy’s opinion that he was of unsound mind when he saw him, and that he would not sufficiently recover so to do within a time including that when the will was signed; the testimony that decedent told the scrivener that he did not know how much property he had; that his eyes were closed, at least part of the time the scrivener was there; the testimony of the daughters, that he was not relieved until after 1 o’clock in the afternoon of that day; and Mrs. Horrigan’s testimony, that he did not seem to recognize her when she came (after the will was signed), and that he then seemed to be in a stupor. We are of opinion that the
“It is competent for a witness to testify to his conclusion, when the matter to which the testimony relates cannot be reproduced or described to the jury precisely as it appeared to the witness at the time.” Yahn v. City of Ottumwa, 60 Iowa 429.
The same witness was asked:
“Noiv, after midnight, after he quit vomiting, as you stated, just describe his appearance from that time until after your sister Maggie came. A. He talked in an incoherent manner, and was muttering.”
This was stricken out, on motion, as not responsive, and as incompetent, under Section 4604 of the Code, and as opinion and conclusion of the witness. Though not respon
Other rulings of like nature are disposed of by what lias been said. Because of not submitting the issues to the jury, the judgment is — Reversed.