Fratzke v. Allen Memorial Hospital, Inc.

140 N.W.2d 711, 258 Iowa 1186, 1966 Iowa Sup. LEXIS 749
CourtSupreme Court of Iowa
DecidedMarch 8, 1966
Docket51993
StatusPublished
Cited by5 cases

This text of 140 N.W.2d 711 (Fratzke v. Allen Memorial Hospital, Inc.) 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
Fratzke v. Allen Memorial Hospital, Inc., 140 N.W.2d 711, 258 Iowa 1186, 1966 Iowa Sup. LEXIS 749 (iowa 1966).

Opinion

Moore, J.

James Dewey Hill died October 18, 1963, leaving a will dated April 1, 1963, the pertinent parts of which provide:

“Article Two. I hold them in affection but nevertheless leave nothing to either of my sisters Hilda Fink and Carmen Hill.
*1188 “Article Three. In event I own real estate at the time of my death but not otherwise, all of my said real estate I hereby give and devise one-half thereof to Mercy Hospital, Oelwein, Iowa, exclusively for the use and benefit of Mercy Hospital in Oelwein, Iowa, and one-half thereof to Allen Memorial Hospital, Inc., exclusively for the use and benefit of its Allen Memorial Home at "Waterloo, Iowa.
“Article Pour. Otto Ferdinand Fratzke is my brother-in-law and good friend. In event said Otto Ferdinand Fratzke survives me but not otherwise, and further in event I die owning real estate but not otherwise, I leave no real estate to said Otto Ferdinand Fratzke but I hereby give and bequeath all of my personal property, rights, and claims to said Otto Ferdinand Fratzke.”

Article 1 provides any person challenging the will shall receive nothing from the estate. Article 5 states in event Fratzke predecease testator the two hospitals are to take all his property in equal shares. Article 6 provides in event testator dies not owning real estate he bequeaths his property to Fratzke and each of the two hospitals in equal shares. Article 7 nominates Fratzke as executor to serve without bond.

The will makes no reference to debts or costs of administration or payment thereof. It contains no residuary clause.

On October 31, 1963, testator’s sisters, Hilda Fink and Carmen Hill, filed separate objections to the will which had been offered for probate. Each alleged decedent lacked testamentary capacity, the wall was procured by fraud and undue influence exercised by Fratzke and was not properly executed. Each requested a jury trial.

Objector, Hilda Fink, on October 31, 1963, also filed an application for appointment of a special administrator which was unsuccessfully resisted by Fratzke. The appointed special administrator, Percy E. Sorg, posted bond, employed counsel and took possession of all personal and real property owned by testator at time of his death.

The personal property consisted of numerous Series E United States Savings Bonds, a cheeking account, and other items including machinery, furniture, grain, livestock and equip *1189 ment. The inheritance tax appraisers appraised it at $43,047.15 and appraised the realty, consisting of 229 acres of farmland, at $49,725.

The special administrator, after obtaining authority from the court, sold some of the personal property and renewed existing farm leases.

On application of Fratzke the court appointed Miller, Pearson & Melaas, attorneys-at-law, of Decorah, to support the petition for probate of the will.

On March 26, 1964, Hilda Fink withdrew her objections. March 31, 1964, the other objector, Carmen Hill, did likewise and the will was then admitted and Fratzke appointed executor.

Thereafter the special administrator and his attorney were allowed fees of $250 each. The Miller law firm, was allowed $1500 for services rendered in preparing for the will contest.

These items of expense, costs of administration and claims of approximately $3000 give rise to the controversy here. The questions presented to the trial court and to us on this appeal are whether and to what extent the realty owned by testator should be subjected to the payment of debts, charges and costs.

Fratzke individually and as executor contends the devised real estate should be abated to the extent required for ratable contribution to payment of these items. The two hospitals contend the bequest of personalty to Fratzke is a general legacy and that the personal property is the primary fund for such payment.

The facts are not in dispute. On trial the parties stipulated the value of personalty exceeds, the total of claims and expenses. Other than the probate file no other evidence was submitted.

The trial court adopted the hospitals’ contentions in his findings and conclusions and entered an order accordingly. Fratzke, individually and as executor, has appealed. He will be referred to as appellant. The two hospitals are appellees.

A right which is accrued or vested prior to January 1, 1964, the effective date of the Iowa Probate Code, is not affected by the latter, but is governed by the law in force prior to that date. Section 2, Iowa Probate Code.

We are here considering rights of the parties as they *1190 accrued on October 18, 1963, the time of testator’s death. It is fundamental law that a will speahs from the death of testator, and rights of the parties accrue at that time. In re Estate of McAllister, 191 Iowa 906, 915, 183 N.W. 596, 600; Hausen v. Dahlquist, 232 Iowa 100, 106, 5 N.W.2d 321, 324, 141 A. L. R. 1304. No rights under the new Iowa Probate Code are here involved. The parties do not contend otherwise.

Appellant asserts the trial court should have ordered pro rata payment because: (1) The legacy to him is specific, (2) if it is general then the devise to appellees is also general, (3) testator so intended and (4) the doctrine of equitable contribution is applicable.

I. Legacies (of personalty) and devises (of realty) are of two kinds — specific and general. A specific legacy is a bequest of a particular thing that can be distinguished from others of the same kind. A general legacy does not direct delivery of some particular thing. Parsons v. Reel, 150 Iowa 230, 231, 129 N.W. 955; In re Estate of Hartman, 233 Iowa 405, 408, 9 N.W.2d 359, 361; In re Estate of Lepley, 235 Iowa 664, 668, 17 N.W.2d 526, 528; 96 C. J. S., Wills, section 1125; 57 Am. Jur., Wills, sections 1401 and 1402.

A bequest of all testator’s personal property is general. In e Estate of Lepley, supra.

In 57 Am. Jur., Wills, section 1414, page 946, states: “The rule, which is sanctioned by the. cases seemingly without dissent, that in the absence of a clearly expressed intention of the testator to the contrary, a bequest of all of the testator’s personal property, an aliquot portion or the remainder thereof, or any bequest in similar general terms, is a general and not a specific legacy, has been applied in a number of cases.” See also annotation, 88 A. L. R. 553.

We agree with the trial court’s ruling the bequest to appellant is a general and not a specific legacy.

II. Appellant argues that if the legacy is general it must follow the devise to appellees is also general. With this contention we do not disagree. We do not, however, agree this requires pro rata abatement between them.

Appellant relies heavily on Nolte v.

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Bluebook (online)
140 N.W.2d 711, 258 Iowa 1186, 1966 Iowa Sup. LEXIS 749, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fratzke-v-allen-memorial-hospital-inc-iowa-1966.