First Presbyterian Church v. Dennis

178 Iowa 1352
CourtSupreme Court of Iowa
DecidedJanuary 20, 1917
StatusPublished
Cited by20 cases

This text of 178 Iowa 1352 (First Presbyterian Church v. Dennis) 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
First Presbyterian Church v. Dennis, 178 Iowa 1352 (iowa 1917).

Opinion

Weaver, J.

The instrument on which the plaintiff’s claim is based is in the following form:

“$500. As a bequest I promise to pay the First Presbyterian church of Mount Vernon, Iowa, the sum of $500, to be due and payable after the decease of both myself and my wife, Elizabeth A. Leigh, without interest. Dated at Mount Vernon this 27th day of February, 1899.
“John B. Leigh.”

[1354]*1354On the back of this note there is written the following:

“The within bequest is provided for in a will of even date herewith. (Signed) C. M. Sessions.”

This endorsement is not in the handwriting of John B. Leigh, and of the fact as to when and by whom written, and the circumstances thereof, there is no direct evidence.

To this claim the executor answered, denying the same, but admitting that both John B. Leigh and his wife, Elizabeth A. Leigh, mentioned in the note, died in the year 1914. Further answering, he alleges that the note was given without consideration, and that it is testamentary in character and is not executed or witnessed as required by law.

After hearing the evidence, the trial court found for the defendant, and dismissed the claim.

The plaintiff’s evidence in chief Consisted of the note itself and of evidence tending to show that the signature thereto was in the handwriting of John B. Leigh. On the part of the defense, the executor introduced the will of John B. Leigh, bearing date in the year 1906, and codicil thereto, executed in the year 1914. paragraph 2 of this will is as follows:

“I give, devise and bequeath to the First Presbyterian Church of Mount Vernon, Iowa, the sum $500,' to be paid after the death of both myself and wife, Elizabeth A. Leigh.”

The codicil, so far as relevant, is in these words:

“I, John B. Leigh, of Mount Vernon, Linn County, Iowa, hereby execute this instrument as a codicil to my last will and testament. I hereby revoke and cancel the bequest made by me in my last will and testament to the First Presbyterian Church of Mount Vernon, Iowa, or to the trustees of such church.”

The executor as a witness testified that he knew John B. Leigh in his lifetime, and that he also knew C. M. Sessions, who also is dead; that Sessions was a justice of the peace, who did more or less business for Leigh, and that the body of the note in suit and the endorsement thereon are. in his [1355]*1355(Session’s) handwriting. The witness drew the will of 1906 and the codicil of 1914, and was permitted, over plaintiff’s objection, to testify that, when this will was drawn, Leigh told him he had made a former will, in which was a bequest of $500 to the Presbyterian Church, and wished to make the same provision in the will then being prepared. In rebuttal, plaintiff produced witnesses testifying, in substance, that Leigh had been a member or adherent of the local Presbyterian church from a time anterior to the date of the note; that a church building enterprise had been inaugurated about the year 1895 and continued over a considerable period; that during all this time Leigh was a member of the building committee, and was also one of the soliciting committee to raise the needed money; that some of the expense was paid by money borrowed on mortgage security, and that this debt was not finally discharged until the year 1902. Leigh is said by some of the witnesses to have taken a very decided interest in the enterprise, being the most active member of the building committee, and also active in soliciting subscriptions. It is also shown that, at or about the date of this note, there was a movement being made to pay off the debt or debts thus incurred, and that the church relied upon the note as one of its resources to meet its obligations and expenses. The note, since its original delivery, has at all times been in the hands of the church, or of its proper officer or custodian. The pastor of the church, living at the time, and to whom, some of the evidence tends to show, the note was first delivered, is dead. There is no living witness who undertakes to speak of his own knowledge concerning the immediate circumstances attending the making and delivery of the note.

The court found that the plea of the want of consideration of the note had been sustained, and that the writing is testamentary in character, but invalid because not duly executed or witnessed, and that, if otherwise valid, it was revoked and rendered void by the codicil to the will of 1906.

I. Following the order of argument pursued by counsel, [1356]*1356we will first consider whether the note in suit is upon its face testamentary in character.

1' siteíand'vaíiáitary dísposítions. 2. Wills : contract to devise or bequeath : formalities of execution. This inquiry, we are quite clear, must- be answered in the negative. It contains a clearly expressed! “promise to pay” a definite sum of money. The fact that the payment was not to become due until the death of Leigh an'd his wife is not sufficient to give the instrument character as a will or. testament, nor is . it sufficient to deprive such instrument of its

character as a promissory note. See Story on Prom. Notes, Sec. 27; Hegeman v. Moon, 131 N. Y. 462 (30 N. E. 487); Carnwright v. Gray, 127 N. Y. 92 (27 N. E. 835); Martin v. Stone, 67 N. H. 367 (29 Atl. 845); Board of Trustees v. Noyes, 165 Iowa 601. Nor can we see that the words, “as a bequest, ’ ’ which appear in this note, have any effect to change its otherwise apparent character as a promissory note or simple promise to pay. As, according to the terms of the instrument, the sum named therein would not become payable until the maker’s death, these words may fairly imply his purpose or intent to make provision for such payment in his will. A failure to make such provision could of itself have no effect to discharge his promise to pay, or relieve his estate from liability, unless a sufficient defense thereto is found to exist upon other grounds. In other words, an unconditional promise to pay, made to mature at or after the death of the promisor, is none the less a present, valid and binding promise because, at the same time or in the same instrument, he expresses his purpose or makes the further promise to make testamentary provision for meeting and discharging his promise to pay. Such promise to pay, as we have seen by the authorities above cited, has none of the elements of a testamentary gift,, and the instrument need not be executed with the formalities required in the making of a will. Even If the note contained a direct and. express agreement to make a will, such agreement, if made upon sufficient consideration, would not have to be exe[1357]*1357cnted with, the formalities of a will to give it validity. Even oral contracts to make a will are frequently specifically enforced in equity, or made the foundation of valid claims at law. In other words, an agreement or promise is not testamentary simply because the party executing or making it undertakes, at some time in the future, to make a specified devise or bequest.

II. Does the evidence sustain the finding of the trial court that the note is without consideration?

3. Contracts: consideration: presumption from writing: insufficiency of evidence to overcome. 4' strucuon1? be-of term: eon-tracts

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Bluebook (online)
178 Iowa 1352, Counsel Stack Legal Research, https://law.counselstack.com/opinion/first-presbyterian-church-v-dennis-iowa-1917.