Deur v. Kellogg

63 N.W.2d 923, 245 Iowa 689, 1954 Iowa Sup. LEXIS 396
CourtSupreme Court of Iowa
DecidedApril 7, 1954
Docket48461
StatusPublished
Cited by1 cases

This text of 63 N.W.2d 923 (Deur v. Kellogg) 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
Deur v. Kellogg, 63 N.W.2d 923, 245 Iowa 689, 1954 Iowa Sup. LEXIS 396 (iowa 1954).

Opinion

*691 Smith, J.

— Involved here is a question of heirship requiring a consideration of sections 636.32, 636.39, 636.40 and 636.41, Iowa Code, 1950.

George' A. Kellogg died intestate and without issue, leaving: his widow, defendant Margaret W. Kellogg; a half sister, plaintiff, Fannié Kellogg Deur; and the three heirs of Elizabeth Kellogg, a former wife who died “in lawful wedlock.” The last mentioned three are named in the record as Helen Noyes Lundstrum, Robert Noyes and ................ Noyes (Christian name unknown).

Decedent’s father was L. M. Kellogg (also father of plaintiff by an earlier marriage) and decedent’s mother was Johanna Kellogg, of whom there are no known surviving heirs. Plaintiff’s mother was Mary McKivegan Kellogg.

Code section 636.32, after providing that in the absence of issue and after payment of debts and administration expense, the surviving spouse of an “intestate” shall receive $15,000 and one half of all in excess of that amount, then gives “the other one half of said excess” to his parents.

Section 636.39 provides: “If one of the parents is dead, the portion which would have gone to such deceased parent shall go to the survivor * * And section 636.40 states: “If both parents are dead, the portion which would have fallen to their share by the above rules shall be disposed of in the same manner as if they had outlived the intestate and died in the possession and ownership of the portion thus falling to their share, and so on, through ascending ancestors and their issue.”

Section 636.41, under which the trial court determined the present controversy, provides: “If heirs are not thus found, the portion uninherited shall go to the spouse of the intestate * * * and if such intestate has had more than one spouse who either died or survived in lawful wedlock, it shall be equally divided between the one who is living and the heirs of those who are dead * * * such heirs taking by right of representation.”

It is conceded here that the defendant widow by virtue of section 636.32 is entitled to one half of the “excess” remaining after payment of expenses, debts and her $15,000; and that plaintiff, as remaining heir of decedent’s father, is entitled to *692 one half of the other half, or one fourth, of said “excess.” The only dispute is over the remaining one fourth of said “excess” which would go to the heirs of decedent’s mother if any were known. The trial court held it should go, under section 636.41, one half to defendant widow and the other half to the defendant heirs of Elizabeth, decedent’s first- wife who “died in lawful wedlock.”

The case reaches us by plaintiff’s appeal from a ruling on her application for separate adjudication of law points in a suit for partition and to quiet title.

I. Plaintiff’s claim is predicated on a construction of Code sections 636.40 and 636.41 which we deem unsound. Her argument runs substantially as follows: Section 636.40 provides that if both parents (of the immediate decedent) are dead, the shares they would have taken (under section 636.32) if living, shall go to their heirs. And the word “intestate” in the phrase “spouse of the intestate” as used in the following section (636.41) means in this case the immediate intestate’s deceased parent whose “heirs are not thus found.”

Under that interpretation George’s mother, ’Johanna, would be the “intestate” here and her “portion uninherited” would go to plaintiff, the heir of L. M. Kellogg, the spouse who survived Johanna “in lawful wedlock.”

Thus plaintiff, concededly entitled to the share that would have gone to her own and George’s father had he survived his son, claims also the share that would have gone to George’s mother, Johanna (plaintiff’s stepmother), had she, Johanna, survived her son.

We think this construction violates the plain intent of the language of the pertinent Code sections. The best clue to its intended meaning is perhaps the way the word “intestate” is used throughout other parts of the statute. See Brown v. Darden, 121 Tex. 495, 50 S.W.2d 261, 263; Betz v. Horr, 276 N. Y. 83, 11 N.E.2d 548, 550, 114 A. L. R. 491; United States v. Cooper Corp., 312 U. S. 600, 606, 607, 61 S. Ct. 742, 744, 745, 85 L. Ed. 1071. In section 636.32 the immediate decedent, devolution of the title of whose property is the primary subject of inquiry, is distinctly referred to as “the intestate.” *693 Section 636.39 again speaks of “the intestate’s spouse” clearly meaning the surviving spouse of the immediate decedent. Section 636.40, with equal clarity of meaning, refers to the parents of “the intestate.” Even the opening words of section 636.41 itself indicate unmistakably a search for heirs of the immediate “intestate” and provide that if, under preceding statutes they are not found, “the portion uninherited shall go to the spouse of the intestate” — clearly the intestate whose heirs are being sought.

Plaintiff argues earnestly for a construction that recognizes the “fundamental principle” of keeping the devolution of a decedent’s property in his “closest -bloodline”, the design of the statutes being to trace “inheritable blood”: “It is only when no ‘inheritable blood’ can be found, that the provisions of section 636.41 are made applicable to the spouse of the immediate intestate. In such case, the bloodlines having become extinct, the property ‘uninherited’ which would otherwise have escheated, due to the failure of such bloodlines, passes to the spouse of the immediate intestaté, or is divided between such spouse and the heirs of a predeceased spouse of such immediate intestate.”

This argument seems to require an elastic interpretation of the word “intestate” as it appears in section 636.41. After the fruitless search for “inheritable blood” has been made through sections 636.32, 636.39 and 636.40, “in order of priority”, according to plaintiff, we come to the opening words of section' 636.41: “If heirs are not thus found.” Plaintiff would interpret these words to mean “if inheritable blood is not thus found.” Then and only then, it is contended, will the word “intestate” in section 636.41 be held to mean the immediate decedent.

Unfortunately for this argument the legislature did not say “if inheritable blood is not thus found” — as it could so easily have said had it so meant. It seems more probable the lawmakers were prescribing rules for the devolution of title of intestate property in order to avoid escheat. In re Estate of Tripp, 239 Iowa 1370, 35 N.W.2d 20.

Plaintiff’s interpretation would not lead invariably to “inheritable blood” though of course applying it here would do so *694 since George A. Kellogg’s mother, Johanna, who would be the “intestate”, never had any spouse but George’s father whose sole heir is plaintiff.

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Bluebook (online)
63 N.W.2d 923, 245 Iowa 689, 1954 Iowa Sup. LEXIS 396, Counsel Stack Legal Research, https://law.counselstack.com/opinion/deur-v-kellogg-iowa-1954.