Decker v. American University

20 N.W.2d 466, 236 Iowa 895, 1945 Iowa Sup. LEXIS 385
CourtSupreme Court of Iowa
DecidedNovember 13, 1945
DocketNo. 46744.
StatusPublished
Cited by6 cases

This text of 20 N.W.2d 466 (Decker v. American University) 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
Decker v. American University, 20 N.W.2d 466, 236 Iowa 895, 1945 Iowa Sup. LEXIS 385 (iowa 1945).

Opinion

*896 Wennerstrum, J.

Plaintiff brought an action in equity wherein he, as guardian of the property of Augusta Decker, sought a decree declaring the will of Gertrude M. Decker, deceased, invalid as to three fourths of the estate left by said decedent after payment of debts, by reason of the provisions of section 11848 of the 1939 Code of Iowa. Plaintiff in his petition further pleaded that it be decreed that the executors of the will of Gertrude M. Decker be directed to pay over to the plaintiff three fourths of the net estate coming into their hands. Certain of the defendants filed a motion seeking to have the action in equity dismissed or in the alternative transferred to the law calendar. This motion was overruled. Thereafter certain defendants filed an answer. The plaintiff then moved for a judgment against these defendants on the pleadings. The court sustained this motion and by its ruling decreed that the will was invalid as to three fourths of the total estate. Augusta Decker, the mother, was decreed to be the owner of three fourths of the estate of Gertrude M. Decker, deceased. The defendants adversely affected by this ruling have appealed.

Gertrude M. Decker, unmarried, died testate on January 29, 1944. Her mother, Augusta Decker, a person of unsound mind, survived her. The will of Gertrude M. Decker has been admitted to probate in Cerro Gordo County, Iowa. The executors named therein have qualified and are now acting as such.

The record shows that under the provisions of the will the whole estate, after payment of debts, was to be distributed to certain corporations not organized for pecuniary profit. The appellants herein are three of the corporations named as beneficiaries under the will.

The corporations which are the appellants in the present action, and two of the other defendants, after the overruling of the motion to dismiss or to transfer to the law court, filed an answer. They admit the existence of section 11848 of the 1939 Code of Iowa but allege that by reason of certain facts set forth in the answer it should not apply to the will of decedent. They therein allege that the guardian of Augusta Decker, during the lifetime of Gertrude M. Decker, had made applica *897 tion in the guardianship proceedings to distribute one half of the surplus income of Augusta Decker to Gertrude M. Decker; that the guardian, the appellee in the present action, by reason of said application and the subsequent order authorizing distribution in the guardianship estate, was thereby estopped and precluded from obtaining the relief sought in the guardian’s petition; that Augusta Decker, during the period she was competent, gave one half of her income to Gertrude M. Decker and because of that fact the guardian is estopped from now making the contention he does; that by reason of the fact that Jay E. Decker, guardian of Augusta Decker, is her son and would benefit by the enrichment of his mother’s estate he does not come into court with clean hands and because of that fact the relief which he prays for in his petition as guardian should be denied; that section 11848 of the 1939 Code discriminates against nonprofit organizations in favor of pecuniary corporations and natural persons and is unconstitutional and void in that it does not have a uniform operation and violates section 6 of Article I of the Constitution of Iowa and the Fourteenth Amendment to the Constitution of the United States.

Subsequent to the filing of the answer heretofore referred to the appellee filed a motion for judgment on the pleadings and to strike certain portions of the answer. In the motion it was alleged that the facts set out in the answer constituted an admission of the allegations, which was determinative of the issues alleged in appellee’s petition and that they were binding upon the executors of the Gertrude M. Decker estate. There was also filed a motion to strike certain portions of the answer .as being immaterial, irrelevant, redundant and surplusage, and in no way binding upon the rights of Augusta Decker under section 11848, 1939 Code of Iowa. The court thereafter ruled on appellee’s motion for judgment on the pleadings and on the motion to strike and in its ruling held and decreed that the will of Gertrude M. Decker was invalid as to three fourths of the total of the estate bequeathed by the decedent to corporations organized for nonpecuniary profit after the payment of debts. It further held that Augusta Decker, as the surviving mother and sole and only heir of Gertrude M. Decker, be decreed to be the absolute owner of three fourths of the estate.

*898 The questions presented in this appeal, as outlined by the appellants, are:

(1) Was this action properly brought in equity? (2) Did the allegations in appellants’ answer state such defenses that it was error for the trial court to strike portions of the answer and thereafter grant judgment on the pleadings? • • ■

By reason of the nature of the action and the allegations made in the pleadings of the respective parties we set forth the section of the Code which has application to the questions here presented:

“11848 Limitation on disposal by will. No devise or bequest to a corporation organized under the chapter relating to corporations not for profit or to a foreign corporation of a similar character, or to a trustee for the use or benefit of any such corporation, shall be valid in excess of one-fourth of the testator’s estate after the payment of debts, if a spouse, child, child of deceased child, or parent survive the testator.”

I. Our determination of this ease on the pleadings makes it unnecessary to determine the question whether this case should be tried as a law action rather than in equity. The method of trial is different in these two types of actions and it would be important to decide the issue raised by the appellants that the trial court was in error in overruling their motion to transfer to the law docket if it were necessary to have a trial. However, it is not important and imperative to do so because we find it necessary to dispose of the case on the pleadings. It would be important to pass upon the motion as presented by appellants if we were to reverse the case and remand it for trial. However, as we have decided that the case should be affirmed it is unimportant to pass upon this claimed error of the trial court. It is collateral and undecisive of the final disposition of the case and consequently we disregard -it.

TI. We have given consideration to the allegations of the answer which is the basis of appellee’s motion for judgment on the pleadings, portions of which were stricken by the trial 'court on motion. It is our conclusion that there are no statements in the answer that controvert the allegations of appellee’s *899 petition. The appellants in their answer admit the execution of the will and they also admit the existence of the statute in question. The statements made in appellee’s petition are in no way denied. The entry of a judgment on the pleadings is authorized by Rule 222 of the Iowa Rules of Civil Procedure. It is true that the appellee, by filing a motion for judgment on the pleadings, admits the truth of the allegation of facts as set out in the answer filed by the appellants. In re Estate of Kennedy, 154 Iowa 460, 135 N. W. 53; Independent Sch. Dist. v.

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Bluebook (online)
20 N.W.2d 466, 236 Iowa 895, 1945 Iowa Sup. LEXIS 385, Counsel Stack Legal Research, https://law.counselstack.com/opinion/decker-v-american-university-iowa-1945.