IN RE ESTATE OF STACY

No. 23-0971.

IN RE THE ESTATE OF MARGIE L. STACY and THE MARGIE L. STACY REVOCABLE TRUST. KATHRYN J. JONDLE, Plaintiff-Appellant/Cross-Appellee, v. MARGARET MAE GILLESPIE, Individually as Proponent of the Margie L. Stacy Revocable Trust, Defendant-Appellee/Cross-Appellant, And Concerning JOHN A. BASS, as administrator of the DIANE K. BASS ESTATE, Interested Party.

Court of Appeals of Iowa.

Filed March 5, 2025.


Attorney(s) appearing for the Case

Nathan J. Schroeder of Daniels, Hines, Kalkhoff, Cook & Swanson, Cedar Falls, for appellant/cross-appellee.

Douglas A. Fulton and Allison M. Steuterman of Brick Gentry, P.C., West Des Moines, for appellee/cross-appellant.

Heard by Schumacher, P.J., and Badding and Chicchelly, JJ.


Our supreme court has described undue influence as "a slippery concept at best." Burkhalter v. Burkhalter, 841 N.W.2d 93, 97 (Iowa 2013). Some of the difficulty comes from the different burdens and standards of proof that are applied depending on whether the undue influence claim involves...

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