Cochran v. Cochran

198 Iowa 910
Supreme Court of Iowa·Decided November 11, 1924·Published

Opinion

Evans, J.

— I. The quitclaim deed under attack was made in September, 1904. The parties thereto were the surviving widow and children of William Cochran, deceased, who died testate and seized of a certain 200 acres of real estate in Johnson County. The testator died in March, 1903.. He was survived by his widow Margaret and by three sons and a daughter, viz: John, Robert, William, and Lina (now Mrs. Leighty). By his will the testator devised a life estate in all his realty to his widow. Of the remainder, he devised 100 acres to his son William, plaintiff herein, 60 acres to his son John, and 40 acres to his daughter, Lina. No devise was made to the son Robert, because he had previously received advancements to the full amount of his just share in the estate. Such was the explanation contained in the will. The devise to William included the homestead. It also required William to assume and pay a $1,500 mortgage which incumbered one of the 40-acre tracts devised to him. The widow was appointed executrix of the estate. She and her son William continued in the occupancy of the farm. The payment of claims against the estate appears to have been deferred until the pressure of claimants rendered action imperative. The claims .against the estate, as they were finally recognized, amounted to $10,400. A substantial part of these claims comprised debts incurred as surety for the son Robert. Some of these claims in substantial amount were secured also by the signature of William, plaintiff herein. Upon the advice of counsel for the executrix, a conference of the widow and children was held at his office. At such conference the attorney advised that the best solution of the situation confronting the executrix and the devisees was that the devisees of the remainder should execute a quitclaim deed to their mother of all the real estate, and thereby enable her to sell it, in whole or in part, for the purpose of paying the debts and for the purpose of protecting her in the occupancy of the home. This advice was accepted by all parties without any controversy, and the quitclaim deed now under attack was then and there executed and delivered to the mother. Immediately thereafter, two 40-aere tracts were sold, at $61 per acre. The proceeds of such sales were applied upon the indebtedness. A loan was secured at the bank for $5,650, [912] and this was secured by mortgage upon the remaining real estate. The proceeds of this loan were used in the discharge of the claims against the estate. The two 40-acre tracts thus sold included 20 acres of the land devised to the plaintiff, and included the entire 60 acres which had been devised to the son J ohn. The plaintiff and his mother continued to occupy the remaining 120 acres of the farm, and so occupied the same up to the time of the death of the mother, in 1920. During that period of time, the plaintiff and his mother annually paid the interest upon the incumbrance of $5,650, the principal sum remaining unpaid at the time of the mother’s death.

The foregoing presents, in substance, the method adopted of settling the estate of the father of the parties herein. These same parties constitute the heirs of the widow, who died intestate, holding the title to the 120 acres of the farm, subject to a mortgage of $5,650. After the death of the mother, the parties hereto again met, and entered into a written agreement pertaining to her estate, which contemplated the sale, in whole or in part, of the farm, and a distribution of the proceeds in the manner stipulated in such agreement. The son Robert was delegated to make the sale and distribution. He did make a sale of one 40-acre tract at the price of $14,000, and did make distribution of the proceeds in accord with the terms of the agreement. The 40-acre tract thus sold was one included in the former devise to William by the will of his father. This written agreement is pleaded as a defense by the defendants.

The foregoing is the substance of the salient facts in the case. The plaintiff presents in argument the following contentions :

(1) That the quitclaim deed executed by him was without consideration.

(2) That it was obtained fraudulently, in that he was ignorant of his rights, and was misled through the connivance of the other parties.

(3) That an express trust was created, and that he has proved same by the parol evidence of his adversaries.

(4) That a constructive trust was created by the fraud. It is manifest, upon the face of the record, that the effect [913] of the execution of the quitclaim deed was to obliterate all benefits which the plaintiff received under the devise of his father’s will, and that the land thus devised to him became a part of the mother’s estate, and is now being distributed in equal shares among the children of the former testator, as heirs of his widow. This is the grievance which is emphasized in plaintiff’s argument. The initial proposition of plaintiff’s case, as he makes it, is that there was no consideration for the execution of the quitclaim deed. This is his major premise, and every other proposition advanced by him rests upon it.

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Cochran v. Cochran, 198 Iowa 910 (iowa 1924).

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