Liddle v. SalterLiddle v. Salter
- Reporters:
- Before:
- Ladd
Charles Gracely died January 3, 1.914, leaving no issue, but leaving property valued at less than $7,500. This descended to his wife, Sarah C. Gracely, who died August 20th of the same year. She left personal property and realty, the latter estimated at $22,000, and in her will devised her home, valued at $6,000, to Maude E. Salter, an insurance policy on her life to her brother, Arnold Liddle, and directed that her executor reduce all other property to money and, after discharging debts, pay the First-Church of Christ in Waterloo $300, Vance and Myrtle Salter, children of Maude E. Balter, $200 each, and directed that the residue be divided so as to give a sister of her husband’s one third, a sister one third, and one ninth each to a nephew and two nieces of her deceased husband’s. Maude E. Salter was designated as executrix. Upon the filing of this will, a brother, sister, and son of a deceased sister’s filed objections to its admission to probate on the grounds that the testatrix was of unsound mind at the time of signing the will, and that it was procured through the un*843due influence of Mrs. Salter and her children. Exceptions are taken to 22 rulings on the admissibility of evidence, 2 instructions, the giving of 2 special interrogatories, and overruling a motion to direct a verdict for proponents.
Decedent and her husband were without issue, their only child having died in infancy. Besides a brother’ and sister, mentioned in the will, the son of a deceased sister survived testatrix. Immediately after the death of her husband, her brother insisted that she take up her residence with him, but she could not leave the old home. She invited Mrs. Breynan to live with her, but the latter declined, owing to then having a broken arm. Miss Steinel came from Mrs. Salter’s to stay with her a short time. On January 16th, less than two weeks after her husband’s death, Ik C. Bitz, an attorney, an acquaintance of Mrs. Salter’s, was invited by telephone to call at her house. As decedent did not know him, it is fairly to be inferred that the message was from Mrs. Salter. After some talk, decedent directed Bitz to prepare a power of attorney, which he did, and she executed it three days later. It conferred upon Mrs. Salter power:
“(1) To execute to other persons leases on any and all my real properties, which I may from time to time offer for rent.
“(2) To ask, demand, sue for, collect and receive money and personal property for rents now due or which may become due on all leases oral and written, on all my *844real property, given by me or my duly appointed agent to other persons.
“(3) To order, purchase and contract for such materials and labor as shall be necessary to make all necessary repairs and improvements on any or all of my real and personal property.
“(4) To guard and protect my interests in any and all of my property, both real and personal.
“(b) To sign checks on my deposits in the Security Savings Bank of Waterloo, Iowa, as follows: ‘Mrs. Sarah C. Gracely by Mrs. Maude E. Salter, her Agent/ for amounts due from me for taxes and insurance on my real and personal property, for amounts due on account of repairs and improvements to my real and personal property, for amounts due on account of groceries, meats, clothing and all other necessities ordered by me.
“(6) It shall be the duty of Mrs. Maude E. Salter to deposit in my name all sums of money due me and belonging to me and collected by her from rents and otherwise, in the Security Savings Bank of Waterloo, Iowa. It shall be her further duty to keep all money belonging to me entirely separate from her own money. She must keep and render account of money and personal property received and paid out by her on my account and render an account to me when required. It shall be the further duty of this my agent to keep me posted as to all matters touching upon the premises, giving and granting unto my said attorney full power and authority to do and perform each and every act and thing whatsoever required and necessary to be done in and to the premises as fully as I might do or act, if personally present, reserving the right to revoke this ‘power at my pleasure; and I hereby ratify and confirm all that my said’ attorney may legally do in the said premises by virtue hereof.”
The record does not indicate whether Mrs. Salter had *845had business experience to commend the reposing of such confidence. Certainly their previous relations furnish no explanation of what was done. It appears that decedent had been jealous of Mrs. Salter prior to the death of Gracely, at one time directing when he was sick that she be locked out of the house, remarking that all she wanted was ‘do come and rub Charles’ leg for him.” In view of this situation, it is hardly to be supposed that decedent, without the exercise of considerable influence, would have placed all her property in Mrs. Salter’s control. But the control of the property did not suffice; and in February following, Kitz, as is testified by him, negotiated in decedent’s behalf with Mrs. Salter, and, in pursuance of an understanding reached, prepared a lease for decedent’s home for one year at a rental of $30 per month, and also a contract, by the terms of which Mrs. Salter was to give decedent the use of a room therein, the freedom of the premises, care and board and services under the power of an attorney, and in consideration thereof decedent was to pay her $75 per month. It should be added that Mrs. Salter had previously talked the matter over with decedent. These contracts were signed March 6th, and Mrs. Salter took possession on March 26th. On May 8th, a new lease and a new contract for board and care for a period of five years, though not to extend after the death of either party, were executed. But previous to this, on April 17th, care of property and person had culminated in the execution of the will in controversy. It also was prepared by the attorney selected by Mrs. Salter for the decedent, and he appears to have rewarded one of those witnessing the signing of the will by paying him $10, and the other, $5. Calls of the neighbors on Mrs. Gracely became less frequent. There was evidence that, upon leaving the house on several occasions, Mrs. Salter locked decedent in. The record also contains evidence of declarations of Mrs. Sab *846ter‘s. Mrs. Breynan testified to a conversation with Mrs. Salter, in which she was asked:
“Was there anything said at that time by Mrs. Balter in the presence of Mrs. Graeely about making a will? A. Yes, sir. Q. Go ahead and tell the jury what was said. A. Mrs. Salter said she advised her to make a will, and when she made one, to make it ironclad, and if she had three witnesses, it couldn’t be broken. Q. Do you remember any other conversation at that, time, in presence of Mrs. Graeely? A. Mrs. Balter told Mrs. Graeely that Mr. Graeely told her that, if he should die first, he would like to come back in a few days and see how Mrs. Gracely’s relatives were scrapping for her money trying to get it away from her.”
*847
But the relationship of the parties is appropriate for consideration, and that Mrs. Salter had control of decedent’s person and property, and that she was in feeble health, with mind impaired, indicated that she was peculiarly susceptible to such influences as might have produced the various instruments mentioned. She was paying for what she received, and as the record is without reasonable explanation of her generosity toward Mrs. Salter and her children, their relationship ivas a strong circumstance against the voluntary execution of the will. We are of opinion that the evidence as a whole was such as to have justified the submission of the issue of undue influence to the jury.
*849
It may be that, standing alone, the opinions in connection with the recitals would hardly carry the case to the jury, but, when considered in connection with her act in turning all her property over to the management of Mrs. Salter within a month after the death of her husband, and a month and a half later renting her home to the same person, and arranging for her care and board with her for one year and later for five years, and another month later executing the will with the provisions as stated, and all this when but 56 years old, we are inclined to think a case was made out for the jury. It is exceedingly difficult to ascertain with any degree of certainty the condition of the human mind at a specified time, and we are not called upon to do so. “All required is that we say whether there was such a showing as to carry the issue of mental soundness to the jury, and, having done so, it is unnecessaiy to review the evidence adduced by proponents or express our view as to the merits of the case.
“When I went into the house, Ritz was standing beside my sister, and Mrs. Salter was standing close by, too, and he says to my sister, ‘Mrs. Gracely, we will take care of you, and if they do not keep away from here and from bothering you, I will serve an injunction against him. I guess that will keep him away.’ Mr. Ritz said that to Mrs. Gracely. Mr. Ritz was standing close to her, patting her on the back. I think that was in June.’’
Conceding that the objection might well have been sustained because of there having been no showing that the witness had not participated in the conversation, the answer disclosed that all said ivas to the testatrix by one not a beneficiary under the will. It -appearing that the witness did not participate, this portion of the objection was obviated by the answer. The ruling, then, was without prej*855udice. As Ritz was addressing testatrix, lie could not well have been speaking for her, unless impliedly, for the edification of her brother. If so, then the evidence tended to prove her feeling toward him so short a time after the execution of the will that it was admissible. Other rulings either are covered by what has been said or were such as that they could not have influenced the result.
“Q. What would you say as to her being capable of transacting ordinary business and intelligently disposing of her property on April 17, 1914? A. I think she was capable of transacting ordinary business and of disposing of her property as she saw fit.”
This answer was stricken as incompetent and immaterial. This was error. Glass v. Glass, 127 Iowa 646; State v. McGruder, 125 Iowa 741. But the ruling could not have been prejudicial, for on cross-examination he testified that “there was absolutely nothing at the time the will was signed to lead one to suspicion that there was anything at all wrong with Mrs. Gracely. * * * l have all the evidence I need to have a fixed and positive opinion that she was of perfectly -sound mind at that time. She seemed to be keen and bright and about the same as anybody of that age would be.” Surely, this covered the answer stricken, and no disadvantage could have resulted from the erroneous ruling.
*856
“Upon the question whether the instrument which purports to be the will of Sarah C. Gracely was obtained or procured through undue influence exerted upon her by Maude E. Salter, you are further instructed that, if a testator is of impaired mind and memory, then, although he may not have legally been incompetent to make a will, yet a will made by such a person ought not to be sustained unless it appears that the disposition of his property has been fairly made, and to have emanated from a free will of the testator, without the interposition of others, and according to the intentions previously expressed or implied from family relations. In this case, if you find from the evidence that the mind and memory of Mrs. Gracely was impaired, then, although you may find that she had sufficient mental capacity legally to make a will, yet, if you find that a disposition of her property has been made, by the instrument which purports to be her will, that is unfair to her legal representatives, and that such disposition did not emanáte from a free will of the testatrix, and that it is not in accord with her previous intentions, either express or implied, from family relations, you will be justified in finding that such instrument is not the voluntary and free will of the testatrix, and that it was obtained by undue influence.”
A somewhat similar instruction was approved in In Re Will of Ames, 51 Iowa 596, condemned in Webber v. Sullivan, 58 Iowa 260, and said not to have been erroneous in Cash v. Dennis, 159 Iowa 18.
It is confusing and difficult of analysis and not consistent with an accurate statement of the law applicable. No one will pretend that evidence of impairment of intel*857lect is not admissible as bearing on the issue of undue influence, for an impaired intellect is ordinarily more susceptible to influences exerted thereon than a normal one. The will may be valid even though the disposition of the property be unfairly made, or with the interposition of others, or not in accord Avitli previously expressed or implied intentions of the testator. These matters or their converse may be shown, for they have more or less bearing-on the issue of undue influence, but seldom, if ever, are essential to a finding- either way on that issue. If the jury’s attention is to be directed to these matters, let them be enumerated, and the jury told to take into consideration the conditions of the will, Avhether equitable or otherwise, the condition of testator’s intellect, whether impaired or othenvise, any evidence bearing on the intentions of the testator previously entertained, and from these considerations, in connection with all other evidence, to say whether the testament was the product of undue influence, as defined, or the voluntary act of the testator. In other words, it is preferable that the ultimate issue be not confused or incumbered by the exaction of unnecessary findings in connection therewith. The instruction is disapproved, and should not be giA‘en in any case. True, it was copied in substance from a case holding that it Avas not open to the criticism then made, but that was not saying that it was Avithout defect. It is not safe to instruct in the language of opinions nor to adopt instructions appearing therein, for opinions are written Avitli reference to particular exceptions to rulings and instructions, and approved only with reference to the exception urged.
“Did Sarah C. Gracely possess testamentary capacity, on the 1.7th day of April, 1914, and at the time she executed the instrument which purports to be her last will? A. No. Q. Was the devise of what is known as the Gracely home on East First Street, in Waterloo, Iowa, to Maude E. Salter, procured by undue influence exerted by the said Maude E. Salter upon the mind of Sarah O. Gracely, at the time of the execution of the instrument which purports to be the will .of the said Sarah C. Gracely? A. Yes.”
Assignments of error are predicated on the failure to submit to opposite counsel before argument. The interrogatories submit the two issues in the case. Independent of any request, they were such as the court might well have *859submitted without suggestion from either side, and as the court so did, it was not necessary to exhibit them to counsel. Clark v. Ralls, 71 Iowa 189; Briggs v. McEwen, 77 Iowa 303, 305; Miles v. Schrunk, 139 Iowa 563. See Code Section 3727. That other similar interrogatories were requested can make no difference, for they were not submitted. That those submitted to the jury were suggested by the ones requested cannot obviate the rule, unless, at least, prejudice, appears. There, could not have been any here, for the two issues, either one of which, if established, would control the verdict, were submitted. The order of court denying the probate of the will is — Affirmed.
Gaynor, (1 J„ Evans and Malinger, JJ., concur.