Chase v. Morningside State Bank

70 N.W.2d 539, 246 Iowa 1053, 1955 Iowa Sup. LEXIS 435
CourtSupreme Court of Iowa
DecidedJune 7, 1955
DocketNo. 48743
StatusPublished
Cited by18 cases

This text of 70 N.W.2d 539 (Chase v. Morningside State Bank) 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
Chase v. Morningside State Bank, 70 N.W.2d 539, 246 Iowa 1053, 1955 Iowa Sup. LEXIS 435 (iowa 1955).

Opinion

Thompson, J.

This appeal comes to us upon a meager record. There appears only the appellee’s claim against the estate of Mary E. Kneebs, deceased, the appellant-administrator’s objections, and the court’s findings of fact, conclusions of law, and ruling and judgment allowing that part of the claim based upon the payment by the claimant of the funeral expenses and a fee to the minister. Other items set up in a later filed amendment to the claim were disallowed because filed too late and so barred by the statute of limitations; but the claimant has not appealed from that part of the judgment and we give it no further consideration.

I. The printed record shows no evidence offered by either party. The trial court in its findings says: “The court was requested by the parties to determine the validity of said claims from matters disclosed in the probate files of said estate, and no evidence on the accuracy of said claims was presented to the court. As the record stands only a legal question is tendered to the court for determination.”

[1055]*1055The probate files are not before us, except for the claim and the objections thereto. There is, however, one matter which requires some comment. There appears in the record, covering more than ten pages thereof, what purports to be a copy of the findings of fact and conclusions of law and the decree and judgment in a case tried in the Woodbury County District Court, captioned Nettie L. Kneebs by Beatrice Eik, her guardian, plaintiff, vs. June Chase and Parker M. Chase, defendants. The copy of the proceedings in the latter case shows it to have been an action to set aside a deed given by Mary E. Kneebs a few days before her death to June Chase, the wife of the claimant herein. It also appears that the deed was set aside on the grounds of mental incapacity, fraud in procuring it, and perhaps of lack of consideration.

Much of the argument of the parties here, particularly of the appellant, is based upon the ruling of the court in this action to set aside the deed and the matters set out in its findings of fact. We do not consider these to be properly before us. The record as a preliminary to setting out the trial court’s findings in the case last referred to recites only: “On the 19th of August, 1954, the administrator filed as administrator’s Exhibit 1, in the' case of Nettie L. Kneebs by Beatrice Eik, her guardian, plaintiff, vs. June Chase and Parker M. Chase, defendants, the court’s Findings of Fact and Conclusions of Law, as follows:”. Then comes the several pages of the court’s ruling and judgment.

Whether these findings, conclusions and decree would have been admissible in a hearing on appellee’s claim we need not determine. They were not offered in evidence, and so far as we can determine were not considered by the trial court. It is recited that the court was requested to determine the validity of the claim from the probate files, and “no evidence on the accuracy of said claims was presented to the court.” The record in an entirely different proceeding such as the action to set aside'the deed was no part of the probate files in the estate of Mary E. Kneebs. We are not told where the papers in the equity action were filed, and they could not be made a part of the proper probate files even though filed there. We conclude no part of the action to set aside the conveyance, if such action there was,* is before us.

[1056]*1056II. This leaves only the claim and the objections, unsupported on either side by any evidence, for our consideration. The trial court was requested to make its determination from the matters disclosed by the probate files. But since these are not set out in the record except for the claims and the objections thereto, we must assume these were the only material matters appearing therein; at least, that there was nothing which aided appellant-administrator’s cause.

The question of the burden of proof therefore becomes important. The objections to that part of the claims which was allowed and which is the only subject of this appeal raised nothing more than the contention that the pajunent of the funeral expenses and the honorarium to the minister was voluntary on the’ part of the claimant; that he was not liable therefor; that “he voluntarily paid said sum and is now estopped to collect the same from this estate.” The appellant’s statement of issues, errors assigned, and brief points and argument all revolve around this question. No claim is made that the amount paid by the appellee for the funeral expenses and the $10 paid to the minister were not reasonable charges, suitable to the deceased’s station in life; so that while these were matters upon which the burden of proof was upon the claimant (see In re Estate of Ewing, 234 Iowa 950, 954, 955, 956, 14 N.W.2d 633, 635, 636) under the familiar rule that we consider only the errors assigned and argued, we have no concern with questions of reasonableness or suitability. Rule 344(a) (4) (Third), Iowa Rules of Civil Procedure; Waterloo Savings Bank v. Waterloo, Cedar Falls & Northern Railroad, 244 Iowa 1364, 1376, 1377, 60 N.W.2d 572, 579, and cases cited.

It is also well settled that a trial of a claim in probate is by ordinary proceedings, and the court’s findings of fact have the effect of a special verdict. The matter is not triable de novo upon appeal, and the trial court’s findings must stand if supported by substantial evidence. Bossen v. Hostetter, 243 Iowa 1241, 1245, 55 N.W.2d 281, 283; Finkle v. Finkle, 239 Iowa 783, 786, 32 N.W.2d 807, 808.

Returning to the only question made by the pleadings and the record upon appeal, we conclude the burden was upon the administrator to establish that the payment of the two items [1057]*1057which form the basis of the appellee’s claim was voluntary within the meaning of the law so that appellee was not entitled to recover his outlay from the estate. Ordinarily expenses of the funeral of a deceased are recoverable from his estate, section 635.65, Code of Iowa, 1950. It is stipulated that the estate with which we are concerned here was solvent. Section 635.57 of the Code provides that: “* * * special defenses must be pleaded.” The appellant here, apparently recognizing the rule, pleaded the defense of voluntary payment. That it was a special defense seems clear. We have held the defense of family relationship must be pleaded, In re Estate of Talty, 232 Iowa 280, 284, 5 N.W.2d 584, 586, 144 A. L. R. 859, and authorities cited; and likewise that the defense that a note which forms the basis for a claim was made on Sunday is not available unless specially alleged as a defense, In re Estate of Rule, 178 Iowa 184, 194, 159 N.W. 699, and cases cited. The defense of voluntary payment is clearly in the same category, and the appellant does not contend otherwise. It was required to be, and was, specially pleaded.

The significance of the foregoing discussion relates to the burden of proof and is particularly important because of the meagerness of the record we have before us. We have held that ordinarily the burden of pleading and proof rests upon the same litigant.

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Bluebook (online)
70 N.W.2d 539, 246 Iowa 1053, 1955 Iowa Sup. LEXIS 435, Counsel Stack Legal Research, https://law.counselstack.com/opinion/chase-v-morningside-state-bank-iowa-1955.