Floerchinger v. Williams

148 N.W.2d 410, 260 Iowa 53, 1967 Iowa Sup. LEXIS 718
CourtSupreme Court of Iowa
DecidedFebruary 7, 1967
Docket52040
StatusPublished
Cited by13 cases

This text of 148 N.W.2d 410 (Floerchinger v. Williams) 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
Floerchinger v. Williams, 148 N.W.2d 410, 260 Iowa 53, 1967 Iowa Sup. LEXIS 718 (iowa 1967).

Opinion

Snell, J.

From an adverse ruling on one division of her action plaintiff has appealed with onr permission.

*55 Plaintiff’s action is in two divisions. The first division is a will contest alleging lack of testamentary capacity and undue influence. The issues tendered therein have not been tried and are not involved in this appeal. The will under attack in the will contest appears to have been executed in Washington County, Arkansas, in March 1965. The exact date does not appear.

Division II of plaintiff’s petition and the one with which we are now concerned asks that a will dated July 19, 1962, with a codicil dated June 24, 1963, be declared to be the last will and testament by virtue of a contract between testatrix and her predeceased husband. This issue was transferred to and was tried in equity.

John J. Williams and Lydia A. Williams were husband and wife. They were the parents of one child, Phyllis Alberta Floerchinger, plaintiff herein. Mr. and Mrs. Williams each owned property.

On July 19, 1962, after consultation with their attorney and preparation and revision by him each executed a separate will. The separate wills were executed at the same time, in the presence of each other. Each maker had knowledge of the respective provisions of each will.

On June 24, 1963, separate codicils were executed to correct an omission in description of real estate.

Mr. Williams’ will gave his personal property in the nature of moneys and credits to his wife. He gave his other personal property to his daughter. He gave a specifically described farm to his grandson, Larry Floerchinger. He gave a specifically described farm of 204.83 acres to a nephew Peter Williams. He gave the remainder of his estate to his daughter. He nominated a friend (not a relative) as executor.

Paragraphs 9 and 10 of the will provided:

“In making this will I have consulted with my attorney, Emil Gr. Trott of Iowa City, Iowa, and he knows what my wishes are and I therefore appoint him as attorney for my estate.
“I realize that in making this will I may not have taken full advantage of the marital deduction for federal estate tax pur *56 poses. However, my wife and I have thoroughly discussed this and we feel that other things are more important to us than the saving in taxes.”

The record before us does not show the size of his estate but we assume that the bequest to testator’s wife was less than one half of his estate.

The will executed by Mrs. Williams on July 19, 1962, gave all of her property to her husband except a specifically described farm given to her daughter. If her husband predeceased her all of her property was to go to her daughter. Her will nominated her husband as executor with an alternate (the same person as nominated by her husband) if her husband could not serve. The last two paragraphs in her will are the same, except for substitution of the word “husband” for “wife”, as the words in Mr. Williams’ will quoted above.

The quoted paragraphs say that the husband and wife had discussed the tax consequences of their respective wills. There is not a word therein that the wills were contractual in nature. They are not reciprocal or mutual in their provisions.

Mr. Williams died December 33, 3 964. Probate of his estate appears to be substantially complete. His widow elected to take, under the provisions of the will. How much she received does not appear.

Shortly after her husband’s death Mrs. Williams moved to Arkansas where her daughter lived.

In March 1965, the exact date not appearing, Mrs. Williams executed a new will in Washington County, Arkansas. She gave her daughter $100 and otherwise disposed of her property by specific bequests to persons not related to her with the remainder to Pete Williams and Dorothy Williams, his wife. Although not material to the problem before us we assume that Pete Williams is the same person as Peter Williams named in Mr. Williams’ will.

Plaintiff, in support of her claim that the 1962 wills were contractual and mutual, offered witnesses who gave oral testimony as to the circumstances and statements coincident with their execution. The witnesses were the attorney who prepared the wills, his wife who was one of the witnesses to the codicil *57 of Mr. Williams and tbe law associate of the attorney. From the voir dire examination it appeared that there was an outstanding contingent fee contract between the attorney and plaintiff dependent upon the outcome of plaintiff’s litigation. Timely and appropriate objections to the testimony and to the competency of the attorney as a witness under the dead man statute were made.

The trial court held that plaintiff did not acquire an accrued and vested interest at the time of the execution of the wills and codicils on July 19, 1962, and June 24, 1963; that the wills and codicils were not mutual and contractual within the meaning of section 270 of the Iowa Probate Code; and that Mrs. Williams was not precluded from making a new will after the death of her husband. The trial court’s decision was based on the provisions of the Iowa Probate Code. This proposition should be first considered. Pertinent dates should be kept in mind.

The wills sought to be established as mutual and contractual were executed July 19, 1962, with codicils dated June 24, 1963.

Mr. Williams died December 13, 1964.

Mrs. Williams executed a new will in March 1965.

Mrs. Williams died between March 1965 and May 21, 1965, the exact date not appearing.

I. The Iowa Probate Code, now appearing as chapter 633, Code of 1966, was enacted by the Sixtieth General Assembly and was approved May 16, 1963. By its terms it took effect and was in force on and after January 1, 1964. It has been amended in several particulars but not as to the provisions involved in the case before us.

Section 633.2 provides:

“1. Effective date. This Code shall take effect and be in force on £ind after January 1, 1964. The procedure herein prescribed shall govern all proceedings in probate brought after the effective date of this Code. It shall also govern further procedure in proceedings in probate then pending, except to the extent that, in the opinion of the court, its application in particular proceedings or parts thereof would not be feasible *58 or would work injustice, in which, event the former procedure shall apply.
“2. Rights not affected. No act done in any proceeding commenced before this Code takes effect and no accrued or vested right shall be impaired by its provisions. * * *.”

Section 633.270 provides:

“Contractual or mutual wills. No will shall be construed to be contractual or mutual, unless in such will the testator shall expressly state his intent that such will shall be so construed.”

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In Re Estate of Graham
690 N.W.2d 66 (Supreme Court of Iowa, 2004)
Junot v. Estate of Gilliam
759 S.W.2d 645 (Tennessee Supreme Court, 1988)
Morris v. Morris
383 N.W.2d 527 (Supreme Court of Iowa, 1986)
In Re Estates of Fernandez
413 A.2d 998 (New Jersey Superior Court App Division, 1980)
Matter of Estate of Parsons
272 N.W.2d 16 (Supreme Court of Iowa, 1978)
Bettencourt v. Bettencourt
284 N.E.2d 238 (Massachusetts Supreme Judicial Court, 1972)
Estate of Randall v. McKibben
191 N.W.2d 693 (Supreme Court of Iowa, 1971)
In re the Estate of Newby
159 N.W.2d 496 (Supreme Court of Iowa, 1968)
Sawyer v. Sawyer
152 N.W.2d 605 (Supreme Court of Iowa, 1967)

Cite This Page — Counsel Stack

Bluebook (online)
148 N.W.2d 410, 260 Iowa 53, 1967 Iowa Sup. LEXIS 718, Counsel Stack Legal Research, https://law.counselstack.com/opinion/floerchinger-v-williams-iowa-1967.