Dean v. Estate of Atwood

212 N.W. 371, 221 Iowa 1388
CourtSupreme Court of Iowa
DecidedFebruary 15, 1927
DocketNo. 37955.
StatusPublished
Cited by12 cases

This text of 212 N.W. 371 (Dean v. Estate of Atwood) 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
Dean v. Estate of Atwood, 212 N.W. 371, 221 Iowa 1388 (iowa 1927).

Opinion

De Graff, J.

This action involves a claim against the es-. tate of Mary A. Atwood for a balance of $2,187.20 for services rendered decedent during her lifetime. The petition alleges both an oral and a written contract. Under and by virtue thereof plaintiff states that she furnished board, room, and personal services to Mrs. Atwood from the first day of September, 1921, to the eleventh day of September, 1924, for which services, under the terms of the pleaded oral contract., and as evidenced by a later written agreement, she was to receive the sum of $30 per week. The defendant administrator and certain heirs of Mrs. Atwood answered by a general denial and specifically deny that the services furnished were reasonably worth the sum charged by the claimant, and as an affirmative defense state that said claim has been paid in full.

It appears from the evidence that one J. W. Beggs was appointed the guardian of the property of Mary A. Atwood on September 1, 1921, and that he continued to act for her as such guardian until her death. Thereupon and prior to the commencement of this action the final report of J. W. Beggs, as guardian, was filed and duly approved by the probate court of Monona county, Iowa, and the guardian was discharged.

Briefly stated, the question for decision is, May a person of normal mind, although under legal guardianship, either by herself or acting jointly with her guardian, make an enforceable contract for necessaries so as to bind her and her estate; said contract, though fully executed, never having been approved by the probate court having jurisdiction over the guardianship ? Stating the question from the viewpoint of the appellant herein, Is the plaintiff (claimant against the estate of the deceased ward), under such circumstances, compelled to ignore the terms of the *1390 unapproved contract and recover, if at all, on the theory of quantum meruit?

The evidence shows, by a fair preponderance, that, at the time of the appointment of the guardian, Mrs. Atwood was suffering from physical disabilities, but that her mental condition was normal. The petition for appointment was signed and sworn to by Mrs. Atwood. The order of appointment is not set forth in the record, but the petition for appointment is. Mrs. Atwood alleged in her sworn petition that she was “sound in mind, but unable to get around and transact her business without great hardship to her; that she had rent to. collect, taxes to pay, interest to collect, and expenses to pay, and she deems a legally appointed guardian of her property to be the proper and best thing for her,” and requested the appointment of J. W. Beggs, cashier of the First National Bank of Whiting, Iowa, as-such guardian “to act in her stead and to look after her property and to do everything that she could legally do herself. ’ ’ It may be further stated that the said order of appointment has never been questioned or sought to be impeached by any one.

Although the order of appointment, under the provisions of section 3219, Code 1897 (under which the order was entered), may be viewed as improvident and inadvertently entered, it must be considered at this time as a verity. It may be noted that chapter 5, of which section 3219, Code 1897, was a part, has since been amended. See section 12617, Code 1924. Under the then statutory provisions, the court did not have the authority to appoint a person, who, in legal effect, is a trustee or an agent with power of attorney to act for a person of normal mind, in the absence of any prayer or showing that the petition came within the purview of the definition of a person for whom a guardian could be appointed. The legal and logical effect of the appointment in the instant case made the guardian a trustee or agent of the ward to act for her with respect to her property and her property rights.

It is shown, without contradiction, that upon the entry of the order of appointment the ward, with the approval of the guardian, entered into an oral agreement with Bertha Dean, the claimant, for the care and lodging of Mrs. Atwood, and that on the 15th day of April, 1922, a memorandum, which is claimed to embody the terms of the oral agreement, was executed and *1391 signed by Bertha Dean, party of the first part, and J. W. Beggs, legal guardian of Mary A. Atwood, party of the second part.

It may be observed at this point that neither the oral contract nor the later memorandum was authorized or presented to and approved by the probate court, although partial payments under the alleged contract were thereafter made to Bertha Dean by the guardian, which payments were approved by the probate court in reports filed by the instant guardian. In fact, payments in full would have been made by the guardian at the proper time had he possessed ready money belonging to the guardianship estate, and had he not felt that he was protecting his ward on the contract by retaining a portion in case it became necessary ‘ ‘ to force Mrs. Dean to carry out her part of the agreement. ’ ’ He also testified upon this trial that the claim of Bertha Dean filed against the estate of Mary A. Atwood, deceased, would have been paid by him (as administrator of her estate), had it not been for the protest and resistance filed by the defendant heirs of Mary A. Atwood.

It therefore appears that the vitality of plaintiff’s cause of action, as pleaded by her, is an express contract, and it cannot be questioned that, under the terms thereof, the claimant did respond to the actual necessaries of the ward for a period of three years.

Unquestionably, Mrs. Bertha Dean, appellee herein, had the right to sue for the reasonable value of all services performed by her on behalf of Mary A. Atwood. Did she have the right, under the circumstances, to base her claim in probate on the express contract, and, upon its denial by the administrator by reason of the protest of certain heirs, sue for recovery under the terms of said contract?

As pointed out, the appointment of the guardian was made purely because of her consent and by reason of her physical disability, not because of her mental incompetency. The contract in suit was for necessaries. The guárdian testified:

“I made arrangements with Mrs. Dean for the care and lodging of Mrs. Atwood, as her guardian. It was the only arrangement Mrs. Atwood would listen to. I had several talks with them about the terms of this board and care.. The terms agreed upon were satisfactory to both of them. We talked of the rates. ' I thought the rates a little high at the time, that the *1392 estate might be exhausted before her death. Later, Mrs. Dean proposed to take care of her for $30 per week while her money lasted, and if she outlived the estate, to take care of her for her pension money of $30 per month.”

The evidence is clear that the care of Mrs. Atwood was no small matter. She was about 80 years of age. She was suffering from physical ailments that required daily attention and personal care on the part of Mrs. Dean. It is not surprising that her own relatives, including her son Joseph, one of the resisting defendants in this case, did not enter upon the scene of action until after the death of Mary A. Atwood.

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Bluebook (online)
212 N.W. 371, 221 Iowa 1388, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dean-v-estate-of-atwood-iowa-1927.