City National Bank v. Organ

38 N.W.2d 100, 240 Iowa 797, 1949 Iowa Sup. LEXIS 380
CourtSupreme Court of Iowa
DecidedJune 14, 1949
DocketNo. 47439.
StatusPublished
Cited by13 cases

This text of 38 N.W.2d 100 (City National Bank v. Organ) 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
City National Bank v. Organ, 38 N.W.2d 100, 240 Iowa 797, 1949 Iowa Sup. LEXIS 380 (iowa 1949).

Opinions

Oliver, J.

— This case involves the construction of the will of John P. Organ. The question is whether the gift to each of his children of a-share in the residue of his estate was vested or ivas contingent upon such child surviving the life tenant, Rose M. Organ. Testator’s son, Richard J. Organ, survived testator but predeceased the life tenant. Richard died without issue and his will named his widow, Vera S. Organ, executrix and sole devisee. The court held the remainders were contingent, adjudged that no interest passed to Vera and ordered the residue of the estate of John P. Organ distributed among his four surviving children. Vera has appealed.

The will of John P. Organ provides in part: •

“Item IV.
’ “To each of my children, Ellen E. Cutler, Richard J. Organ, Philip J. Organ, Edith Sheehan and Robert B. Organ, I bequeath the sum of Twenty-Five Hundred Dollars. [This was paid and is.not here in question.] * * * And also, to each of said children I bequeath and'devise an equal portion of the residue of the property of my estate remaining after payment of all bequests * # * and all debts * * *; subject, however, to the interest of my wife' therein and the income therefrom if she survives me, as provided in Item V of this will, and to the custody and control of said property by a trustee during the remainder of her life as provided in said Item.
*799 “Item'V.
“To my wife Rose M. Organ, if she survives my death * * * I bequeath * * * the net income from the residue of my estate * * * for and during the remainder of her life. And to secure and safeguard said income for my wife’s benefit, should she survive me, and vest the custody and control of said residuary estate in a trustee for that purpose during the remainder of her life, I devise and bequeath to the City National Bank of Council Bluffs, Iowa, as Trustee, all of the rest and residue of the property owned by me at the time of my death, both real and personal, that remains * * * to have and hold the same in trust only during the remainder of my wife’s life, and to be governed generally with reference thereto by the provisions of the following numbered paragraphs of this will and the general purpose of the trust:”
Paragraphs (1), (2) and (3) empower the trustee to sell and convey real and personal property and to select a depository and securities and provide that if the income is less or more than necessary for the widow’s support the difference may be taken from or added to the corpus of the trust.
“(4) On the death of my wife the trust created by this will shall terminate, and the trustee shall then distribute all of the property and funds it has in its possession or control * * * to my children named in Item IV .of this will, giving to each the portion designated in that Item; and should any of them be dead at that time, then to the heirs of such deceased child the share the deceased would receive if living. * * *”
Paragraph (5) provides that while it remains in possession of the trustee “the interest or ownership of my children, or of any of their heirs” in the property or income shall not be directly or indirectly alienated by them or subject to the payment of their debts..
Paragraph (6) refers to the bond, inventory and accounting, provides no order of court is necessary for the sale of any property by the trustee, etc.
“Item VI.
“Should any of my sons or daughters named in Item IV of *800 this will be deceased when if living he or she would be entitled to receive any. money or other property under and by virtue of the provisions of this will, in that event such money or property shall pass to and become th'e property of the heirs of said deceased son or daughter. But if there be no such heir or heirs of said deceased son or daughter then said money or property will .pass to and become the property of my surviving sons and daughters and the heirs of any deceased son or daughter, said heir or heirs taking the portion the parent would receive if living.”

I. The purpose of construing a will is to ascertain the intent of the testator. Authorities agree that questioned provisions should be considered, not as standing alone, but as related 1o all other provisions of the will.

In Item IV testator gives an equal portion of the residue of his estate to each named child, subject to the widow’s life estate and the trust, as provided in Item V. Paragraph 4 of Item V provides that on the death of testator’s wife the trust shall terminate “and the trustee shall then distribute” the property to testator’s children named in Item IV, “and should any of them be dead at that time, then to the heirs of such deceased child the share the deceased [child] would receive if living.”

Item VI states, should any child named in Item IV “be deceased when if living he or she would be entitled to receive any money or other property” the same shall pass to “the heirs of said deceased son or daughter. But if there be no such heir or heirs of said deceased son or daughter then said money or property will pass to and become the property of my surviving sons and daughters and the heirs of any deceased son or daughter, said heir or heirs taking the portion the parent would receive if living.”

The phrase “at that time” in Item V clearly refers to the death of the life tenant, and, as to the residuary estate, the word “when” in Item VI, also refers to the death of the life tenant. Her death was the event upon which the trustees were required to distribute the property to testator’s living children and the heirs of those “dead at that time.”

Both Items V and VI provide the share of any child who does not survive the life tenant shall go to the heirs of such child. However, it is apparently assumed in Item VI that surviving *801 brothers and sisters could not be heirs. It is stated also that the heirs would take the portion the parent would receive if living. Hence it appears the word “heirs” was not used in its strict technical sense but was equivalent to children or heirs of the body. Kalbach v. Clark, 133 Iowa 215, 110 N.W. 599, 12 L. R. A., N. S., 801, 12 Ann. Cas. 647; In re Estate of Clifton, 207 Iowa 71, 218 N.W. 926. See Lincoln Joint Stock Land Bank v. Mitchell, 239 Iowa 995, 33 N.W. 2d 388.

The words “if living” in Items V and VI express the condition upon which a child named in Item IV could take, i.e., that he survive his mother. If he should “be dead at that time” he would take no interest in the residue of testator’s estate. The identity of the substituted beneficiaries of “the share the deceased [child] would receive if living”, would be determinable at the death of the-mother. Generally precedents are not of much value in cases of this kind. However, the discussion in Horner v. Haase, 177 Iowa 115, 158 N.W. 548, concerning the construction of provisions expressed in language similar to that here considered, appears to be pertinent.

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Bluebook (online)
38 N.W.2d 100, 240 Iowa 797, 1949 Iowa Sup. LEXIS 380, Counsel Stack Legal Research, https://law.counselstack.com/opinion/city-national-bank-v-organ-iowa-1949.