In re Burcham's Estate

Decision Date10 April 1931
Docket Number40611
Citation235 N.W. 764,211 Iowa 1395
PartiesIN RE ESTATE OF G. W. BURCHAM
CourtIowa Supreme Court

Appeal from Harrison District Court.--O. D. WHEELER, Judge.

The will of G. W. Burcham, bequeathing all of his property to his widow, Catherine Burcham, is here contested by his brothers and sisters, for want of sufficient execution, mental incompetency, and fraud. The court submitted to the jury only the question of mental competency. Verdict for proponent. Contestants appeal.

Affirmed.

Kimball Peterson, Smith & Peterson and Havens & Elston, for appellants.

C. W Kellogg, for appellee.

MORLING J. FAVILLE, C. J., and EVANS, STEVENS, ALBERT, KINDIG, WAGNER, and GRIMM, JJ., concur.

OPINION

MORLING, J.

Appellants argue no assignment of error which would affect the verdict of the jury finding the testator to have been mentally competent. For all purposes of the appeal, therefore, competency must be assumed.

Decedent died April 22, 1929, at the age of 77. He and proponent intermarried in 1902. They had no children. On January 21, 1929, testator suffered a severe stroke of paralysis, by reason of which he was confined to his bed until his death. On February 11, 1929, a priest called upon decedent, and heard him say "Get McEvoy [a banker]. I want to make a will." Voluntarily the priest went to the bank and told McEvoy that decedent wanted to see him. McEvoy went to decedent's house, and was conducted by proponent into decedent's room. McEvoy testified that decedent said he wanted him to take care of his business for him.

"He said to Mrs. Burcham, 'I'm going to give my property to you.' I asked him who he wanted as administrator. Before I left, Mrs. Burcham suggested,--asked him--said, 'You will have me as administrator, won't you, Will, dear?' He said, 'No, I want McEvoy to be the administrator.' He said he wanted me to keep the will in my possession. * * * I asked him who he wanted as witnesses. He told me he would leave that to me. * * * After my conversation with Mr. Burcham, I went down to the bank and drew up the will as he asked me to. * * *"

The will as McEvoy drew it had written on it, at the place for signature, decedent's name, with a space between the initials and the surname for a mark, and with the word "my" above and the word "mark" below the space left. McEvoy testified:

"I gave it to Mr. Morrow [the cashier], and told him to get another witness and go up to Mr. Burcham's with the will. I have seen papers Mr. Burcham signed by mark. I never have seen any where he signed his name to it. * * * Mr. Burcham may have been able to sign his name in full. * * * He said he wanted to give his property to Callie [proponent]. He did not designate any part of it."

The cashier, P. J. Morrow, testified:

"Mr. McEvoy handed me this will, although I didn't know then what it was until he told me that it was the will of G. W. Burcham; that he had been up there, and wanted me to get someone else who I thought would make a competent witness to the will, to go up with the will and have Mr. Burcham execute it. * * * W. T. Morrow and myself went up to the house. * * * Mrs. Burcham went with us into * * * the sick room, and I told Mr. Burcham * * * I had the will prepared by Mr. McEvoy, and I asked Mrs. Burcham and Mr. Morrow to step outside of the room, and I read the will entirely, word by word, including the witnesses' acknowledgment, * * * and asked him if that was his will, if that is what he wanted. He said: 'Yes, that is exactly the way I told Mr. McEvoy. He was here today.' Then I called Mr. Morrow into the room. I believe Mrs. Burcham came back in with him, and handed a pen to Mr. Burcham. He took it in his hand, and I said, 'Now, if you will touch the pen, I will make your mark right here,' and showed him the place. I offered the will to him to read, but he said, 'No, go ahead and read it to me.' And William T. Morrow and myself signed on both sheets of paper in his presence and at his request. * * * I don't believe I said anything to him or he to me about attempting to sign his name. I had transacted business with Mr. Burcham prior to that time. I had seen him make a mark instead of signing his name prior to that time. * * * Q. Now, then, the paper Exhibit 1, which you have referred to as the will, the mark on it there, where it says 'G. W. Burcham, my mark;' state whether or not that is the mark that was made when he was holding the pen. A. Yes, sir. * * * I said, 'I have brought Billy with me, to act as the other witness on your will.' * * * He didn't say anything. After making his mark there, he * * * said, 'Joe, take that paper to McEvoy, and tell him not to show it or give it to anyone until I call for it.' Nothing else took place there. * * * I was there in the sick room not over ten minutes. * * * Q. You called Bill Morrow and Mrs. Burcham into the sick room? A. Yes, sir. Q. And when they came into the room, you said to the decedent, the first thing, 'If you will take hold of the pen, we are ready?' A. No. * * * I said to Morrow, I said, 'Mr. Burcham has a will here that he wants witnessed; he has asked you and I to witness it.' * * * Then I turned to Mr. Burcham and said, 'If you will take the pen, we are ready.' * * * When I told him to hold the pen, and said 'We are ready,' he took hold of the pen, and I made the mark, and Bill Morrow and I signed."

W. T. Morrow testified:

"All was said, when Joe got ready to have him sign, he said 'Will, we are ready.' While Joe was reading the will to him, * * * Mrs. Burcham and I stepped out of the room for two or three minutes. Then I went back in. * * * Joe said, 'We are ready, Will, to sign,' he says, 'You take hold of the pen, and I will hold it.' When Joe Morrow made the mark, G. W. Burcham had hold of the pen. * * * Joe said, 'Billy is a witness and I am a witness.' When Joe said, 'Billy is a witness and I am a witness,' Mr. Burcham...

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