Byerly v. Sherman

102 N.W. 157, 126 Iowa 447
Supreme Court of Iowa·Decided January 19, 1905·Published·Cited by 19 cases

Opinion

Deemer, J.

— t- Matthew Porter, the original owner of the land, died testate January 3, 1895, .seized of the property [448] in dispute. By tbe terms of tbe will be devised tp. bis widow, a life estate in bis entire property in lieu of dower, and at ber death bis exeoutors, defendants herein, were authorized and directed to sell tbe real estate and distribute tbe proceeds among bis heirs in certain proportions. Shortly after tbe death of Porter, bis widow left tbe land where she and ber husband bad resided, and thereafter boarded until ber death in August, 1901. Tbe executors appointed in Matthew Porter’s will filed no inventory of tbe property, but one of them (Breed, a son-in-law) tools: charge of tbe premises in controversy, collected tbe rents, and looked after tbe place generally. Out of tbe proceeds received be paid a note of $700, with interest, given by tbe testator, Matthew Porter. After tbe death of Mrs. Porter tbe other executor took rent money, and paid it on a note,'which bad been jointly executed by him- and Mrs. Porter before bis (Porter’s) death. As this note was given for money borrowed for Marion Porter, a son, be (Marion), after tbe payment thereof, executed a note to tbe executors- for thq amount thereof. At tbe time of tbe senior Porter’s death' there were ten children, or tbe. survivors thereof, then in being; among them- being C. P. Porter. Plaintiff held a judgment against C. P. Porter. He sued out an execution thereon, and levied upon C. P. Porter’s interest in tbe land. This interest was sold, thereunder, and went to sheriff’s deed October 22, 1902. In February of tbe year 1902 O. P. Porter deeded all his interest in the land to one Lawrence, and Lawrence, in January of tbe year 1903, in turn conveyed tbe same to plaintiff. These deed were quitclaims. Plaintiff claims that tbe widow took an undivided one-third interest in tbe land in fee simple, and that tbe other two-thirds descended or passed by devise to tbe children or their representatives, and that be is the owner of C. F. Porter’s interest in tbe widow’s share in virtue of tbe sheriff’s deed and tbe conveyances above referred to; while defendants say that Maria Porter took a life estate under tbe will of ber husband, and that she and ber representatives or successors [449] are estopped from claiming any other or greater estate in her.

^ this ER^Ueiection°w"^-ke estoppel. egt Seduced to its last analysis, tbe claim of plaintiff is that the widow took one-third in fee, and that he is entitled to the interest which C. F. Porter inherited from his_ mother of this one-third, or one-thirtieth of the land. The primary question in the case is, what interest did Maria Porter acquire in the lands of her deceased husband ? If she took but a life interest, then plaintiff is not entitled to recover. If, on the other hand, she was entitled to a distributive share as survivor of her husband, then plaintiff’s cause of action is well founded. Under the law as it existed at the time of Mr. Porter’s death the widow’s. share (one-third in value of the real estate) could not be affected by any will of her husband, unless she consented thereto within six months after notice to 'her of the provisions thereof by the other parties interested in the estate, “ which consent,” the statute provides, “ shall be entered on the proper records.of the circuit [district] court.” Code 1873, section 2452. It is conceded by all parties that no formal notice was ever given the widow by the parties in interest, or by any one else, of the provisions of the will, and that no consent thereto was ever entered upon the court records. This being true, there was no statutory election to take under the will, and her distributive share was not affected thereby. Bailey v. Hughes, 115 Iowa, 304, and cases cited; Howard v. Watson, 76 Iowa, 229. That the widow had verbal notice of the contents of the will, and seemed to be satisfied therewith, is of no moment, in so far as the question of statutory election is concerned. Under the law as it existed at the time of her husband’s death, which, of course, must control here, an affirmative act on the widow’s part was necessary in order to deprive her of her distributive share. And this affirmative act was required to be evidenced in a stated manner. See cases cited and Houston v. Lane, 62 Iowa, 291.

[450] But defendants contend that through, the receipt of the rents of the land, and various other matters to which we shall presently refer, thfe widow, and all persons claiming by, through, or under her, are estopped from saying that she did not take a life estate under the will. This, to our minds, presents the only debatable question in the case. The will gave the -widow a life estate upon condition that she should take the same in lieu of dower. After the death of the husband, the executors, or one of them, took charge of the property as -agent for the widow, and not as executor. They did not take charge of it as representatives of the husband until after the death of the widow. Matthew Porter left little or no property not exempt from execution. The rents, of the property were collected by the widow’s agent down to the time of her death, and were disposed of according to her directions, part in payment of the debts of her husband, and part were left in her hands, and were distributed after her death to her heirs. No one, it seems, thought of requiring an election on the widow’s part, and no one gave her notice of the terms of the will. She did not, as we have seen, make a statutory election; and, if there is any election, it must be bottomed on the theory of estoppel.

Free access — add to your briefcase to read the full text and ask questions with AI

Byerly v. Sherman, 102 N.W. 157, 126 Iowa 447 (iowa 1905).

102 N.W. 157 (Byerly v. Sherman) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

Fryer v. United States
399 F. Supp. 564 (S.D. Iowa, 1975)
Sefcik v. Sheker
41 N.W.2d 709 (Supreme Court of Iowa, 1950)
Ross v. Alleghany Theological Seminary
215 N.W. 710 (Supreme Court of Iowa, 1927)
Bullock v. Smith
207 N.W. 241 (Supreme Court of Iowa, 1926)
In re Kohn's Estate
189 P. 409 (Utah Supreme Court, 1920)
Miksch v. Miksch
179 Iowa 716 (Supreme Court of Iowa, 1917)
Jackman v. Herrick
178 Iowa 1374 (Supreme Court of Iowa, 1917)
Pring v. Swarm
176 Iowa 153 (Supreme Court of Iowa, 1916)
In re Estate of Stevens
163 Iowa 364 (Supreme Court of Iowa, 1913)
Shelangowski v. Schrack
143 N.W. 1081 (Supreme Court of Iowa, 1913)
Thorpe v. Lyones
142 N.W. 82 (Supreme Court of Iowa, 1913)
Arnold v. Livingston
139 N.W. 927 (Supreme Court of Iowa, 1913)
Irish v. Steeves
134 N.W. 634 (Supreme Court of Iowa, 1912)
Taylor v. Bacon
142 S.W. 1128 (Supreme Court of Arkansas, 1912)
Kierulff v. Harlan
130 N.W. 789 (Supreme Court of Iowa, 1911)
Archer v. Barnes
128 N.W. 969 (Supreme Court of Iowa, 1910)
Mohn v. Mohn
126 N.W. 1127 (Supreme Court of Iowa, 1910)
Jones v. Jones
114 N.W. 1066 (Supreme Court of Iowa, 1908)
Warner v. Hamill
111 N.W. 939 (Supreme Court of Iowa, 1907)