Goodsman v. Jannsen

14 N.W.2d 647, 234 Iowa 925, 1944 Iowa Sup. LEXIS 572
CourtSupreme Court of Iowa
DecidedJune 6, 1944
DocketNo. 46471.
StatusPublished
Cited by4 cases

This text of 14 N.W.2d 647 (Goodsman v. Jannsen) 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
Goodsman v. Jannsen, 14 N.W.2d 647, 234 Iowa 925, 1944 Iowa Sup. LEXIS 572 (iowa 1944).

Opinion

Mantz, J.

Mary Goodsman is a stepdaughter of lngwer P. Christiansen, who died testate July 22, 1934. His will, dated November 16, 1928, was admitted to probate December 2, 1939. Metta Jannsen, sometimes known as Metta Johnson and so designated in the will, was appointed administratrix c.t.a..

Paragraph 1 of said will provided for the payment of funeral expenses and costs of administration.

Paragraph 2 is as follows:

‘ ‘ I give to my wife’s daughter, Mary Goodsman’ the s\un of three hundred dollars ($300.00).”

Paragraph 7 is as follows:

“I give, devise and bequeath to my three children, lngwer Christiansen, Joe Christiansen and Metta Johnson, the following-described real property situated in Clinton County, Iowa, to-wit: Lot nineteen (19) in block thirty-six (36) in the Town now City of Clinton, Iowa, share and share alike. In the ultimate division of this property between the three devisees, I would suggest that the west thirty (30) feet of said property be deeded so as to accompany the house situated thereon, and that the east thirty-six (36) feet be conveyed with the house situated thereon, with the rights reserved to each of said pieces of property, to the use of the driveway situated between these two tracts to be in common. The rights should be reserved to the owners of both of these parcels of real property, to repair the sewers and the gas and water mains now located upon said properties. These suggestions are not intended to -be a limitation upon the rights of the said three devisees to convey said property absolutely, and without condition if they so desire. The said real property is devised to my said three children absolutely, and in fee simple, and without restrictions upon their right to transfer the same. ’ ’

*927 Outside of some shares of stock which were specifically devised, and which had little or no value, the only personal property in the estate was $42 in cash. When the final report of the administratrix was made the bequest of $300 to Mary Goodsman had not been paid. The administratrix excused her failure to pay such bequest on the grounds that there was no property in the estate to pay the same or which would be liable therefor. The administratrix in her final report further stated that the property devised in paragraph 7 was not liable for such legacy; also that such property was the only real estate belonging to decedent at his death.

Mary Goodsman objected to the final report and claimed that the property devised in paragraph 7 should be held liable to pay the $300 bequest, alleging that the devisees of such real estate had renounced such devise, and that thereupon it became intestate property and liable to pay the bequest of Mary Goodsman.

The court denied such claim on the part of Mary Goodsman, holding that Metta Jannsen (Johnson), Ingwer Christiansen, and Joe Christiansen were the owners in fee of the property described in paragraph 7 of the will, and that the legacy of Mary Goods-man in the sum of $300' was not a legal charge thereon. The objections of Mary Goodsman to the final report of the adminis-tratrix were overruled. Mary Goodsman appeals.

I. The decisive question to be determined is whether Ingwer Christiansen, Joe Christiansen, and Metta Jannsen (Johnson), devisees under paragraph 7 of the will, had renounced the bequest to them therein made. Other matters have been argued but we think a determination of the above question will be controlling.

Mary Goodsman does not claim that there was an express renunciation by the three devisees, but argues that certain pleadings or filings in the estate amount to such renunciation. Before discussing the evidence upon which she relies to establish re-nuneiation, it will be helpful to call attention to some of the legal principles having application. It is well settled in this state that a devisee or legatee may renounce any gift made to him. ITis motives in so doing are immaterial. His creditors cannot complain in the^absence of collusion or fraud. In the event of a renunciation, the property devised would become a part of the *928 residuary estate and be dealt with as intestate property. A renunciation, when made, relates back to the time when, under the law, the will became effective. Schoonover v. Osborne, 193 Iowa 474, 479, 187 N. W. 20, 22, 27 A. L. R. 465; Lehr v. Switzer, 213 Iowa 658, 239 N. W. 564; McGarry v. Mathis, 226 Iowa 37, 282 N. W. 786; Brown v. Kalene, 230 Iowa 76, 296 N. W. 809. In the Schoonover case, supra, the court said:

‘1 Creditors have no right, nor courts jurisdiction, to compel acceptance, or to prevent the beneficiary from renouncing or rejecting a gift.”

It is also well settled that a beneficiary is presumed to accept a gift where the terms of the will are beneficial to him; but this presumption is overcome by a complete renunciation. Lehr v. Switzer, supra; Schoonover v. Osborne, supra; Mohn v. Mohn, 148 Iowa 288, 126 N. W. 1127; In re Estate of Stone, 132 Iowa 136, 109 N. W. 455, 10 Ann. Cas. 1033.

With these principles in mind, we will examine the record to determine whether the objector has established her claim that there was a renunciation of the devise of the real estate described in paragraph 7 of the will by the devisees thereof.

Paragraph 7 described the real estate owned by the testator at his death. During his lifetime the testator had placed a mortgage of $1,000 thereon and when he died it was unpaid. In addition, there was due thereon at that time $400 in delinquent taxes. When the will was probated a foreclosure of this mortgage was threatened. Two claims aggregating more than $4,000 were filed against the estate. On December 18, 1939, Joe Christiansen filed a'verified claim for $3,468 for care and keep of the testator, and on the next day Metta Jannsen filed therein a verified claim for $688.50. No objections were made to these claims by any devisee under the will.

On December 2, 1939, Metta Jannsen, administratrix e.t.a. filed an application to mortgage said real estate for $1,400 to take up the old mortgage and pay the delinquent taxes. The objector waived notice of the time and place of the hearing on said application and consented to the execution of the same. This application was approved December 4, 1939; the administratrix *929 was ordered to execute the same and ]ater this order was carried out.

On February 27, 1943, the administratrix filed an application to sell the real estate belonging to decedent to pay the obligations of the estate. Said application recited that the only personal property coming into the hands of the administratrix at her qualification was $38.50; that on March 5, 1942, there was cash on hand of $73.48, and that the specific bequests of $755 were unpaid and were a charge against the.real estate; that the balance of the real-estate mortgage was $480, plus interest, and that there was not sufficient personal property or moneys to pay said obligations. The specific bequests, totaling $755, included the $300 given to appellant. On the same date an order for notice of the hearing on said application was made and appellant accepted service of such notice on March 2, 1943.

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14 N.W.2d 647, 234 Iowa 925, 1944 Iowa Sup. LEXIS 572, Counsel Stack Legal Research, https://law.counselstack.com/opinion/goodsman-v-jannsen-iowa-1944.