Albrecht v. Albrecht

96 N.W. 1087, 121 Iowa 521
CourtSupreme Court of Iowa
DecidedOctober 24, 1903
StatusPublished
Cited by18 cases

This text of 96 N.W. 1087 (Albrecht v. Albrecht) is published on Counsel Stack Legal Research, covering Supreme Court of Iowa primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Albrecht v. Albrecht, 96 N.W. 1087, 121 Iowa 521 (iowa 1903).

Opinion

Deemer, J.

February 10, 1893, John Albrecht, father of the parties to this litigación, who was then about seventy-five years of age, and in poor health, executed two deeds, one for twenty acres of land to Richard Albrecht, and the other for one hundred and twenty acres to the cross-petitioner Minnie Frederickson. At the same time he made assignment of certain notes and mortgages to Richard and Ernest Albrecht. This assignment read as follows: “After my decease the above notes are to be turned over to Richard and Ernest Albrecht, to whom they will then belong.” These papers were all turned over to one Havens, a justice of the peace, with the statement that-he (Havens) should keep them until the grantor or assignor was dead, and then deliver them over to the-grantees and assignees. A few days after the execution of these papers John Albrecht became dissatisfied with the deed he had made to Minnie Frederickson, for the reason that thereunder Minnie’s husband might some time inherit a part of the property, and Minnie’s children might not obtain the full benefit thereof. He thereupon, on the loth day of February, 1893, requested Havens to make out a trust deed for the one hundred and twenty acres of land, which should convey the property to appellees [523]*523Bichard and Ernest, in trust for the use and benefit of Minnie and her children. This was accordingly done, and the original deed to Minnie was returned to the grantor, who thereupon destroyed it, and delivered the trust deed to Havens, to be held by him until the death of John, and then delivered to the trustees. The father died in the year 1897, and after his death the instruments to which we have referred were delivered to the grantees and assignees named therein. Prior to his death John Albrecht had retained the notes and mortgages, collected the interest due thereon, received the principal of some of them, and reloaned it to others, and in all ways managed the same as if they were his own. He also' continued to use and occupy the real estate covered by his deeds, paid taxes thereon, and managed the same as he had done before the execution of the deeds.

The validity of the assignment of the notes and mortgages is°not involved in this suit. The action is to set aside the trust deed, and to have plaintiff decreed to be the equitable owner of one-fourth of the property covered thereby.

- The cross-petitioner seeks to have the absolute deed of February 10, 1893, to Minnie Frederickson, established, and her title thereunder confirmed; and she also asks, in the event this relief is not granted her, to have a decree for the specific performance of an alleged contract, whereby deceased agreed to give her the real estate and other property, in consideration of her agreement to remain at home and care for her parents during their old age. Averring performance on her part of this agreement, she asks that the title to the real estate be confirmed in her.

Plaintiff’s case is bottomed on two propositions: First, that neither the absolute nor the trust deed to Minnie Frederickson was ever delivered; and, second, that, if delivered, they were each testamentary in character, and were not intended to pass a present estate; that, [524]*524being testamentary in character, they were not executed with proper formalities to pass the estate by will; and that he is entitled to have them both canceled, and to have a decree establishing his interest in the property as one of the heirs of John Albrecht.

We shall first consider these propositions before going to the claims made by the cross-petitioner. The legal phases of the controversy have been so recently considered' that we need do no more than refer to the latest case for a full exposition therof. It is White v. Watts, 118 Iowa, 649. Indeed,' this case is much like that one in many of its aspects, and but little need be added to what is there declared. The question, after all, is largely one of fact. It is this: What was the intent of the grantor when he delivered the deeds to Havens? Did he deliver the deeds without reserving the right of control, intending to pass., a present estate? Havens’ intent or undertsanding of the matter is not decisive of this issue, and the real question is, what was John Albrecht’s intent? The parties do not materially disagree as to the law of the case, and there is little room for a discussion of this matter. They do not place the same construction on the language used in some of our decisions, but they do not seriously differ as to the point actually decided.

i. deed: de-stranger: control by grantor. This matter has been explained in the White Case in the following language: “To be effective, such deposit [with a stranger] must be made without any reserved right or power in the grantor to control the deed or to prevent its delivery on his death. * * * This may be conceded to be the law, though the fact that it may be within the manual or physical power of the grantor to regain the possession of the deed, or that it may be within his mental power, to alter his intention, will not necessarily defeat the conveyance.” The whole matter, as we view it, is one of intent on the part of the grantor. The manner of reserving control over [525]*525the deed is material in arriving at this intent; for where a deed is delivered with an express reservation of the right of recall under certain conditions there is an evident purpose on the part of the grantor not to make it presently effective as a conveyance. But the mere physical power of recall, or the presence of mental power, to alter his intention, sheds no light on the question of intent when the deed is delivered. Neither does the understanding of the depositary, nor the construction he places upon the language used when the instrument is delivered to him, afford any evidence on the question of intent. The deed must be delivered, it is true, without any reservation of control; for such reservation clearly negatives an intent on the part of the grantor to pass a present estate, and if subject to reservation no estate passes. But mere physical or mental power of change is not regarded as of any probative force in solving the question of delivery. Plaintiff relies largely on the fact that John Albrecht did control one of the instruments after delivery, on the fact that he treated the property as his own after the conveyances and assignments were made, and on the language of the assignment which we have quoted, as evidencing his intention not to deliver absolutely.

But for the fact that the absolute deed was converted into one of trust, and the absolute deed destroyed with the assent of Minnie Frederickson, who was called in when the trust deed was executed, there would be much force in the first proposition. But as her consent was obtained, and for some reason thought to be necessary, the probative value of the circumstance relied upon is materially lessened, if not entirely destroyed. The occupancy of the premises by the -grantor after the execution of the deeds is of no importance. In all such cases the reservation of a life estate is implied in the grantor, and under this reservation he has'the right to the possession, control, and management of the property; hence there is [526]*526nothing in this circumstance. The terms of the written assignment of the note and mortgage tend to support plaintiff’s position, but this should not be allowed to defeat the deeds. The assignor and grantor may have intended to dispose of his real estate absolutely, and to defer the disposition of his notes until his death.

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Bluebook (online)
96 N.W. 1087, 121 Iowa 521, Counsel Stack Legal Research, https://law.counselstack.com/opinion/albrecht-v-albrecht-iowa-1903.