Hale v. Iowa-Des Moines National Bank & Trust Co.

51 N.W.2d 421, 243 Iowa 303, 1952 Iowa Sup. LEXIS 399
CourtSupreme Court of Iowa
DecidedFebruary 5, 1952
Docket47956
StatusPublished
Cited by2 cases

This text of 51 N.W.2d 421 (Hale v. Iowa-Des Moines National Bank & Trust Co.) 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
Hale v. Iowa-Des Moines National Bank & Trust Co., 51 N.W.2d 421, 243 Iowa 303, 1952 Iowa Sup. LEXIS 399 (iowa 1952).

Opinion

Oliver, J.

Under the will of her father, who died in 1921; Elizabeth Farley (Hale) took the major share of his $700,000 estate which was largely in municipal bonds. Decedent Henry O. Hale had married Elizabeth in 1920. He had no property, was uneducated and was able to read and write with difficulty. They lived in Fort Dodge. They were childless, desired to adopt a child or children and, after some correspondence, secured plaintiff from Christian Home Orphanage, Council Bluffs, early in 1923. Plaintiff was then age seven years.

Henry’and Elizabeth renamed plaintiff Herman Oliver Hale and he was known generally by that name. They became deeply attached to him and were anxious to adopt him without delay but the rules of the orphanage required a trial period of three months. In April 1923 the orphanage executed and delivered to the Hales articles of adoption for plaintiff, to be executed by the Hales and recorded as required by statutes then in effect. The Hales consulted their attorneys and were advised the right of the orphanage to give the child in adoption should be first determined to avoid the possibility of litigation with one of the natural parents which, after the passage of years, might deprive them of the child or expose them to demands for money. The attorneys investigated the matter for some time but apparently the Hales were never satisfied the proposed adoption would be valid. Hence, the adoption papers were merely held by the Hales and were never executed by them.

In 1924 the Hales wrote the orphanage they would like to take a little girl, stating: “Of course, if the records are as they were regards Herman we would raise her as our own. Adopt just before of age.”

The Hales secured this girl from the orphanage about September 1924. They renamed her Betty Hale and became much attached to her. However, neither Betty nor plaintiff was ever regularly adopted by the Hales in conformity to the statutes.

The two children were reared together and appeared to occupy the position of natural children in the Hale household. *306 The Hales were proud of both children and affectionate to both. Both children were affectionate and obedient to the Hales. They called the Hales “father” or “dad” and “mother” or “mom”. The Hales referred to them as their children, son and daughter or adopted children and they were registered in the records of the church, school, etc. as Herman Oliver Hale and Betty Hale.

The record indicates the family lived together in amity until about 1937 when Henry developed a violent dislike to Herman. Herman was taken out of school but apparently continued to live with the Hales until he was married in August 1937. In May 1937 Betty married and left the Hale home.

In 1924 Elizabeth gave Henry a bill of sale to a one-half interest in the municipal bonds received from her father’s estate. Tn .1929 they made reciprocal contracts whereby each’attempted 1 o transfer to the other all of his. or her property then or thereafter owned, the use and enjoyment thereof to take effect upon the death of the transferor. In 1931 Elizabeth inherited from her mother the remainder of the Farley property. In 1932 Elizabeth and Henry made reciprocal wills, by which all the estate of each was willed to the other. In 1933 Elizabeth executed a will and in 1935 a codicil thereto.

July 7, 1937, Elizabeth made her last will which gave the bulk of her estate to Henry. Herman was willed $30,000 and a quarter section of land. Betty was given $5000. Elizabeth died May 5, 1938. After her will was admitted to probate an action was brought to set aside the probate, based upon mental incapacity and undue influence. Upon appeal to this court in Campbell v. Hale, 233 Iowa 264, 6 N.W.2d 128 (in which the writer did not join), it was held the evidence in support of neither charge was sufficient to warrant its submission to the jury, and the will was adjudicated to be valid.

Three months after the death of Elizabeth, Henry married defendant Cora (Hale). Henry died February 7, 1948, leaving a will made in 1947, which devised his estate in trust for the support and benefit of his widow, defendant Cora Hale, for her life, remainder to collateral heirs. The will was admitted to probate after a contest. Cora elected to take her distributive share of Henry’s estate.

*307 This case was instituted in 1949. Paragraph 6 of the petition alleges:

“That on or about the 29th day of January, 1923, this plaintiff was obtained by Elizabeth C. Hale and Henry Oliver Hale, wife and husband, and placed in their home, under an agreement by them to adopt this plaintiff and permit him to inherit their property at the death of the survivor of the said Elizabeth C. Hale and Henry Oliver Hale.”

The petition states also that thereafter they treated him as their son and he rendered them the obedience, love, affection, assistance and services of a son and performed all his duties as their adopted son; that upon the death of Henry, plaintiff became the owner of two thirds of his property. Plaintiff prayed he be adjudged to have the status of a son of Henry by adoption; that an adoption by estoppel be recognized and enforced; that the contract to permit plaintiff to inherit the property of his father, Henry Oliver Hale, be specifically enforced and plaintiff be adjudicated to own two thirds of said property, and for general equitable relief.

I. . The trial court found the correspondence between the Hales and the orphanage reflected the substance of the agreements and intent of the parties and that there were no collateral or supplemental agreements. Although this correspondence shows it was the original intention of the Hales to adopt Herman, there is nothing in it to indicate any agreement on the part of the Hales that Herman would inherit their property or that they or either of them would devise all or any part of it to him. In the adoption papers executed by the orphanage upon its printed form the only reference to specific obligations undertaken by the Hales, is that they shall properly feed and clothe the child and give him the advantages of a good common school education. The papers state also, in substantially the language' of the statute, that the child shall have the same- rights, privileges and responsibilities as a natural, legitimate child.

In Fowler v. Lowe, 241 Iowa 1093, 1096, 1097, 42 N.W.2d 516, 518, as in the ease at bar, many witnesses testified in behalf of plaintiff telling the story of the home life of the so-called *308 adoptive parents and the position of plaintiff in that household. That decision states:

“No contract of inheritance whereby John Sullivan agreed to leave plaintiff any property was alleged in plaintiff’s petition. The only agreement alleged in the petition, is that the ‘Sullivans agreed to adopt the said plaintiff and to permit her to inherit their property.’ ”

(That is the only agreement alleged in the case at bar. See paragraph 6 of the petition hereinbefore set out.)

Continuing, Fowler v. Lowe, supra, states:

“No contract to inherit is implied from an agreement to adopt.

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Related

In Re Estate of Ramthun
89 N.W.2d 337 (Supreme Court of Iowa, 1958)
In Re Estate of Lenders
78 N.W.2d 536 (Supreme Court of Iowa, 1956)

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Bluebook (online)
51 N.W.2d 421, 243 Iowa 303, 1952 Iowa Sup. LEXIS 399, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hale-v-iowa-des-moines-national-bank-trust-co-iowa-1952.