Baker v. Syfritt

125 N.W. 998, 147 Iowa 49
CourtSupreme Court of Iowa
DecidedApril 9, 1910
StatusPublished
Cited by88 cases

This text of 125 N.W. 998 (Baker v. Syfritt) 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
Baker v. Syfritt, 125 N.W. 998, 147 Iowa 49 (iowa 1910).

Opinion

Weaver, J.

On September 21, 1889, John Báker and Harriet Baker were husband and wife, residing in Council Bluffs, Iowa. There were no children of this union, but the wife had children by a former marriage. John Baker then held in his own name the legal title to forty acres of land and to the homestead property occupied hy them, while the wife held in her own name the legal title to another forty acre tract. They were well advanced-in age, and on the day named united in the execution of a joint will. It is drawn in formal terms, and, omitting provisions not directly involved in this controversy, its three principal paragraphs are as follows:

Item First. All our property being held by us jointly, [51]*51share and share alike, both real and personal, it is our wish that the one of us surviving shall hold the same and have the use and benefits thereof, and rents and profits arising therefrom, during the period of his or her natural life, and it is accordingly by us so bequeathed and devised unto the survivor of us during the period of the survivor’s natural life. . . .
Item Third. After the death of the survivor of us, as aforesaid, it is our wish that the property on McPherson Avenue, in the city of Council Bluff's, Iowa, more particu lary described as a part of. lot 2 in subdivision of southeast quarter of northeast quarter of section 30, township 15 N., range 43 west, which is the homestead on which we now reside, together with building adjoining, should become the property of Belle Syfritt, of Kansas City", Missouri, daughter of our niece, Belle Burton, during her life, and we do therefore devise the property aforesaid to her, the said Belle Syfritt, for her use and benefit during the period of her natural life with remainder at her death to her children. If she die without issue surviving her, then remainder to our residuary legatees hereinafter named. . . .
Item Sixth. After the death of the survivor of us, and after the payment of our debts and after the payment of the two bequests above set forth, it is our wish that the rest, residue and remainder of our estate, real and personal, left thereafter, shall descend and rest in our beloved children W. J. Westrip, J. H. Westrip and P. G-. Westrip of Council Bluffs, Iowa, share and share alike in fee' simple and we do so devise and bequeath the same.

Harriet Baker died in November, 1900, and soon thereafter her husband caused the joint writing above mentioned to be probated as her last will and testament, and was appointed administrator with will annexed to her estate. He took and held the possession and enjoyed the use, rents, and profits of all the property and estate left, by his said wife, and continued therein during the remainder of his life. He appears to have made no objection to the will, or to any of the provisions thereof, nor did he ever file a statement of his consent thereto or an election to take [52]*52under the will, unless the filing of the joint will with his signature thereto may he construed as such consent. No notice to make an election was ever served on him. In July, 1901, he married the plaintiff herein, Rachel Baker, and in February, 1908, died. He made no other will than was contained in the joint instrument above mentioned, and this was duly admitted to probate as his last will and testament. (

The petition herein alleged that John Baker died seised of the forty acre tract and homestead property of which he held the legal title, and of an undivided one-third interest in the forty acres of which his former wife held the title, ■and that plaintiff as his surviving widow is now entitled to have set off to her one-third in value of all said property. To this proceeding she makes the heirs of John Baker and Harriet Baker and' the beneficiaries under their joint will parties defendant, and asks to have the property partitioned accordingly. The defendants answer, denying that at the time of his marriage to plaintiff, or at any time thereafter, John Baker owned any right or interest in the real estate mentioned in which plaintiff obtained, or could obtain, a right of dower or right to a distributive share after his' death. They pleaded the making of the joint will, the probating thereof at the instance of John Baker, and allege that by filing said joint instrument with his own signature thereto, and without objecting thereto or repudiating its terms, he consented to take under said will. They further allege and claim that, while testamentary in form and in some of its effects, said joint instrument constituted a valid contract between the husband and wife for the present transfer of their common estate to the beneficiaries ' named therein, reserving to themselves and to the survivor of' them a life estate in all said property, and that upon the death of Harriet Baker and the probate of her will without objection made thereto by the said John Baker, and his acceptance of the benefits of the provision [53]*53thereof made in his favor, said contract became irrevocable, and that thereafter he could not make any valid conveyance or devise inconsistent with said will, nor could he by marriage with plaintiff confer upon her any interest in said property or estate which would defeat in whole or in part the terms of said contract. It is further alleged that by virtue of said contract between the husband and wife, and by the acceptance by said husband of the benefits thereof after the death of the wife, all of said property became and was in his hands a trust fund for his use during his life, and for the preservation of the principal thereof for the benefit of the named beneficiaries at his death, and that said trust was in fact accepted and performed by him. Plaintiff took issue by reply to the affirmative matters set up in the answer. ,The court held with the defendants upon the law of the case, and plaintiff appeals.

i. Wills: joint or mutual instruments: validity: probate. It will be observed that the pleadings state much in the nature of mere legal conclusions, but as it serves to make clear the position taken by the respective parties, we have set them forth with some degree of particularity. The question thus presented is a novel one in this jurisdiction, and the industry of counsel on either side has not been fruitful in the discovery of many precedents directly in point. The subject of joint and mutual wills has been quite fre-, quently before the courts, and while there have been some decisions and more frequent dicta to the effect that such an instrument is unknown to the law, the greater weight of authority and the better reason is with the view that the joint or mutual character does not of itself affect its validity, and that, if otherwise valid, it may properly be probated and enforced as the will of the one first dying or the separate will of each, or as the joint and mutual will of both according to the nature and terms of the provisions embodied therein. Of the cases denying the validity of such wills perhaps the most elaborately considered by [54]*54a court of our own country is Walker v. Walker, 14 Ohio St. 157 (82 Am. Dec. 474), where the authorities Usually relied upon as supporting that view are very generally cited and approved, though by a divided court. The other, and at this time the most commonly accepted, view finds support in numerous cases, among which we may cite, Ex parte Day, 1 Bradf. Sur. (N. Y.) 476; Will of Diez, 50 N. Y. 88; Betts v. Harper, 39 Ohio St. 639 (48 Am. Rep. 477); Will of Davis, 120 N. C. 9 (26 S. E. 636, 38 L. R. A.

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Bluebook (online)
125 N.W. 998, 147 Iowa 49, Counsel Stack Legal Research, https://law.counselstack.com/opinion/baker-v-syfritt-iowa-1910.