Gayle Gleason, and Michael N. Gleason v. Sanjit S. Korde, Ted D.C. Gleason and Ryan M.C. Gleason, and Theodore Alan Gleason, Trustee of the Theodore Alan Gleason Trust, George Gleason

• Court: Court of Appeals of Iowa
• Decided: September 17, 2014
• Docket: 12-2025
• Status: Published

Opinion

IN THE COURT OF APPEALS OF IOWA

No. 12-2025 Filed September 17, 2014

GAYLE GLEASON, Plaintiff,

And

MICHAEL N. GLEASON, Plaintiff-Appellant,

vs.

SANJIT S. KORDE, TED D.C. GLEASON and RYAN M.C. GLEASON, Defendants,

THEODORE ALAN GLEASON, Trustee of the Theodore Alan Gleason Trust, GEORGE GLEASON, Defendants-Appellees. ________________________________________________________________

Appeal from the Iowa District Court for Pocahontas County, Kurt J.

Stoebe, Judge.

Beneficiary appeals an order to partition inherited real property arguing the

will’s forfeiture clause bars partition. AFFIRMED.

Michael N. Gleason, Gilmore City, appellant pro se.

Dani L. Eisentrager of Eisentrager Law, Eagle Grove, for plaintiff Gayle

Gleason.

Edwin T. Hood of Hood Law Group, Kansas City, Missouri. 2

Sanjit S. Korde, Cambridge, Massachusetts, pro se.

George W. Gleason and Theodore Alan Gleason, Gilmore City, pro se.

Considered by Danilson, C.J., and Vogel and Bower, JJ. 3

BOWER, J.

Michael Gleason appeals the district court’s decree granting partition of

property inherited from his mother, Dorothy Gleason, and shared with his

relatives as tenants in common. Michael claims the forfeiture clause, contained

in Article VI of Dorothy’s will, removed George Gleason’s and Theodore

Gleason’s (“appellees”) rights to the property when they filed an action for

partition.

I. BACKGROUND FACTS AND PROCEEDINGS

Dorothy had six children: Michael N. Gleason, David W. Gleason,

Theodore A. Gleason, Gayle F. Gleason, Margaret G. Korde, and George W.

Gleason. Dorothy passed away on November 15, 2004. At her death, Dorothy

owned a homestead in Gilmore City, Iowa, and farmland in nearby Humbolt

County, Iowa. The probate proceedings were handled pro se and the estate

closed on June 19, 2006. Margaret predeceased Dorothy and her son, Sanjit

Korde, took by representation. David passed away after the estate closed. His

two sons, Ted D.C. Gleason and Ryan M.C. Gleason, received his share.

The portions of Dorothy’s will relevant to this appeal are as follows:

ARTICLE IV I give, devise and bequeath all real estate owned by me at my death to my children equally and in fee simple, subject to the following restrictions, terms and conditions, to-wit: .... ARTICLE VI It is my expressed desire and intent to have the provisions of this my Last Will and Testament administered without objection by any of my named beneficiaries. I have given this Will a great deal of thought and firmly believe the provisions set forth herein are fair and equitable to all beneficiaries. In the event any beneficiary shall legally challenge this Will, making any claim against the estate or 4

attempt to partition the real estate, then that beneficiary’s share shall be forfeited and distributed to the other named beneficiaries.

This appeal centers on the disposition of Dorothy’s homestead and

farmland. The appellant’s and appellees’ pro se briefs focus heavily on the facts

underlying this case. However, much of this information is not useful on appeal

and will not be discussed. In short, Michael argues the district court failed to

comply with Dorothy’s will by allowing the appellees to partition the real property

granted by the will. The appellees respond by raising three counter arguments:

(1) Michael failed to preserve error on this issue, (2) Michael lacks standing to

pursue this appeal, and (3) the forfeiture clause Michael bases his argument on

is unenforceable.

II. SCOPE OF REVIEW

We review the district court’s decision de novo. Iowa R. App. P. 6.907;

Garrett v. Huster, 684 N.W.2d 250, 253 (Iowa 2004). In an equity case, we are

not bound by the district court's decision, but we do give weight to the court’s

factual findings, especially its determinations of credibility. Iowa R. App. P.

6.904(3)(g); In re Estate of Roethler, 801 N.W.2d 833, 837 (Iowa 2011). We

examine the whole record and adjudicate the rights anew so long as the issue

has been properly presented and error preserved in the district court. In re

Estate of Cory, 184 N.W.2d 693, 695 (Iowa 1971).

III. ERROR PRESERVATION

Michael claims he preserved error in this case because he raised the

issue of the will’s forfeiture clause in his rule 1.904(2) motion to enlarge findings. 5

The appellees claim Michael did not preserve error because he failed to raise the

issue either before or during trial and cannot do so now for the first time on

appeal.

Error preservation rules exist to provide district courts an opportunity to

avoid or correct errors and to provide a record for appellate courts. Veatch v.

Bartels Lutheran Home, 804 N.W.2d 530, 533 (Iowa Ct. App. 2011). A party

ordinarily must raise an issue and the district court must rule on that issue to

ensure preservation for appellate review. Duck Creek Tire Serv., Inc. v.

Goodyear Corners, L.C., 796 N.W.2d 886, 892 (Iowa 2011). Even if a party

properly raises an issue, if the district court fails to rule on it, the party must file a

motion requesting a ruling on the issue to preserve error. Kramer v. Bd. of

Adjustment for Sioux County, 795 N.W.2d 86, 93 (Iowa Ct. App. 2010). Iowa

Rule of Civil Procedure 1.904 motion is one method to preserve error on an issue

if the district court failed to rule on that issue. Meier v. Senecaut, 641 N.W.2d

532, 539 (Iowa 2002). Accordingly, we find Michael properly preserved error on

the issue of the will’s forfeiture clause.

IV. Standing

The appellees claim Michael lost standing to pursue this appeal when, on

April 30, 2013, and while this appeal was pending, he conveyed all his rights and

interest in the inherited property to his sister Gayle by a warranty deed. Michael

responds by admitting he did completely convey his rights in the property, though

he notes Gayle re-conveyed the property to him on June 12, 2013. Michael 6

argues he made a mistake and, because he retained a future interest in the

property, he retained standing.

A party has standing to sue if that party has a “sufficient stake in an

otherwise justiciable controversy to obtain judicial resolution of that controversy.”

Citizens for Responsible Choices v. City of Shenandoah, 686 N.W.2d 470, 475

(Iowa 2004) (citation omitted). A complaining party must (1) have a specific

personal or legal interest in the litigation and (2) be injuriously affected. Id.

Having a legal interest and being injuriously affected are separate requirements

for standing. Alons v. Iowa Dist. Ct., 698 N.W.2d 858, 864 (Iowa 2005).

Standing may be lost if the claim on which it is based becomes moot. Iowa Civil

Liberties Union v. Critelli, 244 N.W.2d 564, 567–68 (Iowa 1976). The

requirements for standing must exist at the commencement of the litigation and

throughout its existence or the issue will become moot. Baker v. City of Iowa

City, 750 N.W.2d 93, 97–98 (Iowa 2008) (citing U.S. Parole Comm’n v. Geraghty,

445 U.S. 388, 397 (1980)).1

When Michael conveyed all of his rights and interest in the property to

Gayle he lost a personal and legal interest in this dispute. Once Michael lost his

interest it could not be regained. Therefore, Michael no longer has standing to

pursue this claim.

Nevertheless, even though Michael does not have standing to pursue this

appeal, we exercise our discretion and address the merits of his claim. Given the

1 We supplement our standing requirements by drawing from federal law on standing. Godfrey v. State, 752 N.W.2d 413, 418 (Iowa 2008). 7

Bleak House2 level of litigation underlying this appeal, we believe addressing the

merits, though not required to do so, will bring the case to a more satisfactory

conclusion.

V. The Provisions of Dorothy’s Will

Michael claims the district court erred by not considering the forfeiture

clause contained in Article VI of Dorothy’s will, which he claims acts to remove a

beneficiary’s right to the real property. He claims the appellees’ right to the

property estate should be removed since they filed an action to partition and sell

the property. The appellees counter by stating Article VI is unenforceable.

We must first construe the provisions of Dorothy’s will under the well-

established principles of will construction. A testator’s intent must be derived

from: “(a) all of the language contained within the four corners of the will, (b) the

scheme of distribution, (c) the surrounding circumstances at the time of the will’s

execution and (d) the existing facts[.]” In re Estate of Roethler, 801 N.W.2d 833,

842 (Iowa 2011) (citing In re Estate of Rogers, 473 N.W.2d 36, 39 (Iowa 1991)).

“In determining intent, the question is not what the testator meant to say, but

rather what is the meaning of what the testator did say.” Id.

Article IV of Dorothy’s will states: “I give, devise and bequeath all real

estate owned by me at my death to my children equally and in fee simple . . . .”

The will continues by placing “restrictions, terms and conditions” on the fee

simple devise. Testimony at trial by Gary Groves, the attorney who met with

Dorothy and prepared her will, shows Dorothy intended to transfer title in fee

2 CHARLES DICKENS, BLEAK HOUSE (Norman Page ed., Penguin Books 1971) (1853). 8

simple to the beneficiaries. Gary advised Dorothy on how a trust could work to

enforce the restrictions she wished to impose on her real estate. Dorothy

rejected the idea of a trust due to its costs and burdens. As the district court

stated: “She preferred to transfer title in fee to her children and express her

wishes in the will. She simply relied on her children to follow these wishes. . . .

She executed this will knowing that her directions were unenforceable.”

Our well-established precedent shows “that a testator cannot make an

absolute devise of property in fee, and in a subsequent clause of h[er] will defeat

or destroy h[er] gift or limit the enjoyment of the thing given.” Iowa City State

Bank v. Pritchard, 202 N.W. 512, 513 (Iowa 1925); Culver v. Hess, 14 N.W.2d

692, 694 (Iowa 1944) (“[I]n construing wills generally the devise of real estate

granting a fee-simple estate will not be affected or impaired by a subsequent

clause placing limitations on such devise and reducing it to an estate less than

fee simple, and that having once transferred the entire fee-simple estate, the

entire interest therein is disposed of, and subsequent limitations are repugnant

thereto and void.”). An exception to this general rule exists for testamentary

provisions acting to postpone or prohibit partition for a reasonable time. See

Elberts v. Elberts, 141 N.W. 57, 58 (Iowa 1913) (upholding testamentary

provision postponing partition of a farm for ten years). Dorothy’s testamentary

prohibition on the partition of her real estate does not list any time frame after

which partition is allowable. Therefore, Dorothy’s limit on the partition of her real

estate does not fit into this exception. 9

Dorothy devised her real estate to her beneficiaries in fee simple; any

subsequent language in her will merely expresses her wishes and desires but

does not have legal significance. Article VI and the other provisions in Dorothy’s

will acting to limit the beneficiaries’ fee simple interest in the property are

unenforceable under Iowa law. Accordingly, we affirm.

AFFIRMED.