Culver v. Hess

14 N.W.2d 692, 234 Iowa 877, 1944 Iowa Sup. LEXIS 426
CourtSupreme Court of Iowa
DecidedJune 6, 1944
DocketNo. 46501.
StatusPublished
Cited by17 cases

This text of 14 N.W.2d 692 (Culver v. Hess) 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
Culver v. Hess, 14 N.W.2d 692, 234 Iowa 877, 1944 Iowa Sup. LEXIS 426 (iowa 1944).

Opinion

Hale, J.—

On August 25, 1919, Henry J. Hess and his wife, Minerva E. Hess, executed a will, signed by both, which provides: first, for payment of debts; second, directs *879 a $500 legacy to be held in trust for tlie upkeep and preservation of the burial place; and provides in the third paragraph:

“We hereby give, bequeath and devise unto the one of us who shall survive the other, all of the rest and remainder of our estates joint or several of every kind, real, personal or mixed to be held by said survivor absolutely in fee simple.”

Paragraph four recites that the testators have previously conveyed farms to the two sons, which they ‘ ‘ intend to be all of their share in the estate of either one of us or in any joint estate of ourselves, until after the death of both of us, the said testators herein named.”

Next, in paragraph five, the will directs “that upon the death of the survivor of us, and after all the foregoing provisions of this Will shall have been executed fully, then all that may remain of our joint and several estates shall be distributed by the Executor of our said Will, after the payment of the costs of Administration, shall be divided, share and share alike between our said sons, Henry Mason Hess and John Dow Hess, and we hereby give, bequeath and devise all said remainder of our said estate to our said sons accordingly.”

Henry J. Hess died and his will was duly admitted to probate. His widow, Minerva E. Hess, still survives. Appellee Culver is her guardian in voluntary guardianship. Only one clause’ of the will, paragraph three, is alleged to be in controversy.

On June 17, 1943, plaintiff, as guardian, filed a petition naming as defendants Minerva E. Hess, Henry Mason Hess, the son, and two sons of John Dow Hess, deceased, Henry J. Hess and Frank W. Hess, also B. C. Burns, a judgment creditor of Henry Mason Hess. The petition asks that the will be construed to establish the title to the real and personal property in Minerva E. Hess in fee simple, or, if not absolute in fee simple, to define the rights of plaintiff to encumber or convey. Decree is asked giving plaintiff, as guardian, authority to sell or encumber, a question not now in issue herein and not considered. Defendant Burns made default. Minerva E. Hess by answer denies that the Avill was joint, denies the power of the court relative to her right to make a will or to make any *880 order which would establish her title to the real estate other than absolute, and denies plaintiff’s right to prosecute the action without previous authority of court. Henry Mason Hess denies title in the real estate to be in the widow, and denies plaintiff’s right to maintain an action to decree title in Minerva E. Hess other than fee simple, and denies plaintiff’s right to prosecute this action. Henry J. Hess and Prank W. Hess in their answer ask that the will be construed declaring that they hold a contingent remainder and that the interest of Minerva E. Hess be declared not to be an absolute fee simple title. The facts herein are not in dispute, the controversy being as to the right of plaintiff to bring the action, and the construction of the will.

Trial was had to the court, and on December 7, 1943, decree was entered by the district court holding that the will, by the terms of paragraph three, devised to Minerva E. Hess absolute control of all property of which Henry J. Hess died seized, or to which she afterward acquired title, and gave to her the right to freely deal with such property during her lifetime as though her title therein was absolute and in fee simple; but that “this right existing in Minerva E. Hess or the Guardian of her estate during the life of Minerva E. Hess, does not include the right of Minerva E. Hess to dispose of the property to make testamentary disposition of any property existing at the death of Minerva E. Hess whether jointly or severally owned property of both or either of said testators executing the will herein construed, but she is bound by the terms of Paragraph Five, of the will dated August 25, 1919, as by contract * * The decree further held that such as may remain of the joint and several estates of Minerva E. Hess and Henry J. Hess at the death of the survivor shall be divided between Henry Mason-Hess and John Dow Hess, subject to such liens and charges as may arise by operation of law or be imposed on the property by the competent act of Minerva E. Hess herself or by the court-approved act of her guardian. Prom this decree Minerva E. Hess and Henry Mason Hess appeal.

T. The petition herein asks that the title to the real estate be held to be a fee simple in Minerva E. Hess. The petition is assailed by Minerva E. Hess on the ground that no *881 authority of court was had to bring the action. The answer of Henry Mason Hess, however, goes further and denies generally the right of plaintiff to bring the action. If the action were adversary to Mrs. Hess there would he grounds for this latter objection, but this action, except for the suggestion of sale, is in the ward’s interest to establish her title as a fee simple absolute in her. As to the objection that an order granting authority to institute the suit to construe was lacking, it is the better practice to first obtain authority, but we doubt if the petition should be dismissed if such authority is not previously obtained. The application for authority is only preliminary, the court eventually passing upon the merits of the case, and if brought without good cause, it can make such order relative to the petition or costs as may be necessary. See In re Guardianship of Nelson, 229 Iowa 666, 674, 294 N. W. 922; In re Guardianship of Schulte, 231 Iowa 237, 1 N. W. 2d 193.

So far as the petition is concerned, it was beneficial to the ward, but on appeal the guardian joins with other appellees in defending the court’s holding that the will did not devise a fee simple estate to his ward. Notwithstanding his explanation that the action was to clarify the title, the two positions are inconsistent.

II. The principal question involved is the effect of paragraph three of the will. We have set out the substance of the decree. In the written opinion of the court preliminary to the decree, the court recognizes the general rule that when a reciprocal will is made by husband and wife, and the husband dies, all of the remainder of the will becomes of no effect, but states that in the present will there is not an absolute repugnancy between the devise to the survivor and the devises following so that it is possible to so construe the will that effect may be given to all provisions, there being a contractual element therein.

In construing the will our endeavor must be to ascertain the intent of the maker. Jones v. Coon, 229 Iowa 756, 295 N. W. 162, citing Dickerson v. Morse, 200 Iowa 115, 119, 202 N. W. 601. To determine such intent certain rules are applied, designed to aid in ascertaining the intent of the testator as found in the will, all of which rules, of course, must give way to the *882 clearly expressed intention of the maker if such does no violence to established rules of law. Dickerson v. Morse, supra, They are rules of construction. One such rule is that the will should be taken by its four corners and that the court should endeavor to give effect to all parts of the will.

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Bluebook (online)
14 N.W.2d 692, 234 Iowa 877, 1944 Iowa Sup. LEXIS 426, Counsel Stack Legal Research, https://law.counselstack.com/opinion/culver-v-hess-iowa-1944.