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Case No. 23-0064

For summaries from opinions prior to August, 2018, view PDF versions here

Weber v. Jordahl

County:
Winneshiek

Melissa Weber and Shelly Donlon, Plaintiffs-Appellants

Nancy Jordahl and Wayne Jordahl, individually, and Nancy Jordahl in her capacity as Executor of the Estate of Pauline Fossum and Trustee of the Pauline Fossum Revocable Trust, Defendants-Appellees

Attorney for Appellants

Judith O'Donohoe

Attorney for Appellees

Thomas C. Verhulst

Court of Appeals

Court of Appeals Opinion

Opinion Number:
23-0064
Date Published:
Jan 10, 2024
Summary

            Appeal from the Iowa District Court for Winneshiek County, Alan T. Heavens, Judge.  AFFIRMED.  Heard by Tabor, P.J., and Ahlers and Chicchelly, JJ.  Opinion by Chicchelly, J.  (9 pages)

            Granddaughters Melissa Weber and Shelly Donlon appeal the order dismissing their petition that contests the will and trust of their grandmother, claiming that Nancy and Wayne Jordahl exercised undue influence over her and tortiously interfered with their inheritance.  They further challenge the exclusion of their rebuttal witness.  OPINION HOLDS: Because the district court did not abuse its discretion in its evidentiary ruling, we affirm the exclusion of the granddaughters’ rebuttal witness.  Because substantial evidence supports the district court’s findings, we affirm the denial of the undue-influence and tortious-interference-with-a-bequest claims.

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