Ferris v. Barrett

95 N.W.2d 527, 250 Iowa 646, 1959 Iowa Sup. LEXIS 494
CourtSupreme Court of Iowa
DecidedMarch 10, 1959
Docket49676
StatusPublished
Cited by7 cases

This text of 95 N.W.2d 527 (Ferris v. Barrett) 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
Ferris v. Barrett, 95 N.W.2d 527, 250 Iowa 646, 1959 Iowa Sup. LEXIS 494 (iowa 1959).

Opinion

Peterson, J.

This is a claim in probate filed by Ella Ferris against the estate of Howard H. Payne, deceased. It is for services rendered by claimant for room, board, laundry and personal care of Grace Payne, sister of decedent. The parties-stipulated as to- all facts in the case. The case was submitted to the court without a jury.

E-lla Ferris and Howard H. Payne were married in Wisconsin on November 19, 1947. From May 1950 to- June 1951 they lived at Boone in a residence wherein Grace Payne had a life estate. From June 1951 toi February 1954 they lived on a ranch in Meade County, South Dakota, which was owned by Mrs. Payne and her family. In April 1954 Mrs. Payne was divorced from decedent. She was granted the right to use her maiden name. During the four years- from 1950 to 1954 she rendered services, including room, board, laundry and personal care for the sister of decedent, who was elderly, mute and partially deaf. The stipulation provided the services rendered by her were of the reasonable value of $1550 and the trial co-urt rendered judgment for this amount. The administratrix of the estate of Howard H. Payne has appealed.

The parts of the stipulation of facts agreed upon between the parties which -are pertinent to the legal questions no-w raised by the administratrix are as follows: “That during the time that this claimant and this decedent were wife and husband this claimant performed certain services for the care and keep of Grace Payne, the sister of this decedent who- is an aged mute and partially deaf [person] * * * said Grace Payne resided in the household of said claimant and this decedent; such services included room, board, laundry and personal care * * * such services were rendered continuously from the month of May 1950 to February 14, 1954, at the instance and request of decedent, *649 and that the fair and reasonable value of such services is the sum of $1550 * * * that the value of the services rendered by-claimant remained constant during the period covered by the claim * * * decedent and Grace Payne lived on a ranch in Meade County, South Dakota, which ranch was owned by the claimant or the claimant and other members of her family, and that whatever money was spent for food and shelter of Grace Payne during the period covered by the claim was from claimant’s personal funds.”

This case is not triable de novo-. Claims in probate are tried as ordinary actions and the decision of the trial court as to contested facts is binding upon this court. In re Estate of Wulf, 242 Iowa 1012, 48 N.W.2d 890, 33 A. L. R.2d 698; In re Estate of Kneebs, 246 Iowa 1053, 70 N.W.2d 539. However, this is of no significance in the case at bar as there were no contested facts for the court to determine. All facts were stipulated. The only questions to be decided are questions of law.

I. The first assignment of error by appellant is that the court erred when it stated in its findings and judgment that “the decedent promised to pay the claimant if she would care for Grace Payne.” Appellant takes the position that the facts were all stipulated; that there was no evidence offered in the case outside of the stipulation, and the stipulation does not show that an agreement was made as broad in its terms as the above statement.

The court could reasonably find that an agreement was made from the provisions of the stipulation that the services were rendered “at the instance and request of decedent and that the fair and reasonable value of such services is the sum of $1550.”

II. The second assignment of error is in some respects the same ¡as the first. Appellant alleges that in view of the family relationship there must be an express agreement on the part of the decedent to pay the claimant for the services rendered. Where services are rendered to another member in the family the presumption is that they are gratuitous. Under such conditions the burden is on the claimant to show by a, preponderance of the evidence that there was an agreement, or mutual expectation or understanding, that there was to be compensation therefor. Ridler v. Ridler, 103 Iowa 470, 72 N.W. 671; Wright v *650 Reed, 118 Iowa 333, 92 N.W. 61; Feltes v. Tobin, 187 Iowa 11, 171 N.W. 739; Snyder v. Nixon, 188 Iowa 779, 176 N.W. 808; In re Estate of Talty, 232 Iowa 280, 5 N.W.2d 584, 144 A. L. R. 859.

It is especially true in cases of this type that each case must turn upon the facts shown. Here again the facts of this case are that, the stipulation provides that the services were rendered by claimant to1 her sister-in-law at the instance and request of decedent. It appears that for three years out of the four years involved the sister-in-law lived on the ranch of claimant and her family, and that whatever money was spent for food and care of Grace Payne was from claimant’s, personal funds. Under these agreed facts the burden was carried by claimant, and the trial court was correct in deciding accordingly.

III. The third assignment of error alleged by appellant is that the court erred in holding that the services rendered by claimant were of a compensable nature.

As between the members in a family circle there is a presumption that board and room furnished, and services rendered, are gratuitous. Scully v. Scully’s Executor, 28 Iowa 548; Feltes v. Tobin, Snyder v. Nixon and In re Estate of Talty, all supra. This is the principle urged by appellant.

The defense of gratuity is a special defense and is not raised by general denial. Section 635.57, 1958 Iowa Code, provides as follows:

“All claims filed, and not expressly admitted in writing signed by the executor or administrator, with the approbation of the court, shall be considered as. denied, without any pleading-on behalf of the estate; but special defenses must be pleaded.” (Emphasis ours.)

We have decided this question in several cases. Saddler v. Pickard, 142 Iowa 691, 121 N.W. 374; Schroeder v. Schroeder, 119 Iowa 67, 93 N.W. 78; Wilson v. Else, 204 Iowa 857, 216 N.W. 33; In re Estate of Talty, supra.

In the case a,t bar the estate did not file pleading raising the special defense of gratuity, which omission is fatal as to this alleged error. However, since the important question has been raised, it is, advisable that we give the matter consideration.

*651 There are several exceptions to the general rule o£ gratuity as above outlined. One is an agreement for compensation. This question was raised in the second assignment of error and was considered in Division II. Wright v. Reed, supra; Bohanan v. Maxwell, 190 Iowa 1308, 181 N.W. 683, 14 A. L. R. 1004; Reid v. Reid, 216 Iowa, 882, 249 N.W. 387; Sinift v. Sinift, 229 Iowa 56, 293 N.W. 841.

In Wright v. Reed, supra, a claim was filed by Mrs. Wright in the estate of her brother for nursing and care of the father in his old age and illness. The brother had received most of the property left by the father and had agreed to care for him in his declining years.

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95 N.W.2d 527, 250 Iowa 646, 1959 Iowa Sup. LEXIS 494, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ferris-v-barrett-iowa-1959.