Hanke v. Bjorgo

152 N.W.2d 262, 260 Iowa 1109, 1967 Iowa Sup. LEXIS 832
CourtSupreme Court of Iowa
DecidedJuly 11, 1967
Docket52496
StatusPublished
Cited by1 cases

This text of 152 N.W.2d 262 (Hanke v. Bjorgo) 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
Hanke v. Bjorgo, 152 N.W.2d 262, 260 Iowa 1109, 1967 Iowa Sup. LEXIS 832 (iowa 1967).

Opinion

Stuart, J.

Plaintiff, on behalf of his minor ward, brought this action for damages alleging breach of a contract not to make a will. The ward will hereinafter be referred to as plaintiff. He claims his mother, Lenore Sannes, consented to her adoption by Henry J. Bluhm in consideration of his promise to die intestate. The adoption was completed, but Mrs. Sannes predeceased Mr. Bluhm. Thereafter, he executed a will which was admitted to probate. It did not mention plaintiff who would have been his sole heir at law. After a jury, by special interrogatory, found such a contract was entered into in reliance upon Mr. Bluhm’s promise not to make a will,,the trial court sustained defendants’ .motion for judgment notwithstanding the verdict on the ground that there was not sufficient evidence to support the verdict other than the testimony of Dr. C. R. Sannes, plaintiff’s father and husband of Lenore, and that he was an incompetent witness under the dead man statute, section 622.4, Code of Iowa.

I. We agree with the trial court that Doctor Sannes’ testimony is required to make a jury question on the existence of a contract not to make a will. The other evidence establishes that Lenore was reared in the Bluhm home following the death of her parents in 1911 when she was three years old. She was treated like a daughter and acted like one. After she was married she sacrificed her own home life to care for Mrs. Bluhm in her last lingering illness and stayed to keep house for Mr. Bluhm after his wife’s death. This evidence supplies a motive *1112 for the adoption, but only Doctor Sannes’ testimony provides evidence of the terms of a contract not to make a will. If his testimony cannot be considered, the ease must be affirmed.

II. Defendants contend there is not sufficient evidence to make a jury question of a contract not to make a will even with Doctor Sannes’ testimony. As we do not agree, we will dispose of this contention before proceeding to the principal issue.

Doctor Sannes testified he received a call from his wife Lenore asking him to come from their home in Madison, Wisconsin, to Charles City, where she was staying with Mr. Bluhm. This occurred on the 31st of March 1945, about two years after Mrs. Bluhm’s death. He testified to a conversation that took place between Mr. Bluhm, Lenore and himself after his arrival in Charles City:

“Henry spoke first and he said now, Lenore lived here since she was a baby. I would like to adopt her. If you consent to this adoption she can have everything I have when my term is up. I will not write a will and we will have no feud or argument like we had over Aletha’s will. I said to Lenore if that is what you want, and she says yes. I said to Mr. Bluhm, if that is all right with Lenore it is okay with me.”

There was testimony of a conversation which took place in Madison in the latter part of April or first part of May 1945 following the adoption:

“Henry again repeated more or less what he told me on the 31st of March. He talked to my sister, my brother-in-law, my mother, and he was very pleased that he had adopted Lenore because it relieved him of whatever friction there would be between the family and now she would inherit everything and he. would have no worries.

“Q. Was there any conversation, any remarks at that time about a will? A. He just said he would write no will.”

There was a third conversation in Madison on June 2, .1945: “Well, he said he was very happy now and relieved that he had adopted her and now he wouldn’t have to make a will and he had — everything was settled.”

We believe the evidence with this testimony was sufficient to raise a jury question of the existence of a contract not *1113 to make a will. See: In re Gain’s Estate, 69 Ariz. 228, 211 P.2d 815; Fredrick v. Christensen, 73 S. D. 130, 39 N.W.2d 529; Annotation, 32 A. L. R.2d 370.

III. Defendants’ motion for judgment notwithstanding the verdict was sustained on the ground that Doctor Sannes was incompetent to testify as he was entitled to a dower interest in the contract between Mrs. Sannes and Mr. Bluhm and therefore had an interest in the outcome of the case.

The trial court reasoned that plaintiff had a cause of action only if he had an inheritable interest in the contract made by his mother. “If plaintiff had an inheritable interest at the time suit was filed, he also had such an interest at the time of his mother’s death. If plaintiff had an inheritable interest, then his father, Dr. C. R. Sannes, was entitled to his distributive share in the contract, and as such at the time of trial had an interest in the contract and was an incompetent witness under section 622.4 of the code.”

We are unable to agree with the trial court’s conclusion. We believe there is a determinative distinction between an interest in the contract and an interest in Mr. Bluhm’s estate. Even if we assume Doctor Sannes had a dower interest in the contract as such, it does not necessarily follow that this makes him an incompetent witness under section 622.4.

“The interest which will make a witness incompetent to testify must be a present, certain and vested interest. Reichart v. Downs, 226 Iowa 870, 285 N.W. 256. We have also said that the test of interest of a witness is that he will either gain or lose by direct legal operation and effect of the judgment * # (Citing cases) Schmidt v. Schurke, 238 Iowa 121, 124, 25 N.W.2d 876; Peterson v. Citizens State Bank, 228 Iowa 219, 227, 290 N.W. 546; In re Estate of Willesen, 251 Iowa 1363, 105 N.W.2d 640, 645.

Under the terms of the contract, Doctor Sannes will neither gain nor lose by any judgment entered in this lawsuit. He could acquire no interest in Mr. Bluhm’s estate. Under our dower statutes Doctor Sannes, by surviving his wife, was entitled to a one-third interest in the net personal property and legal and equitable estates in real estate “possessed” by her at anytime *1114 during the marriage (subject to qualifications not applicable here). Code of Iowa 1939, sections 11986, 11990, 11991 (now sections 636.1, 636.5, 636.6).

“In O’Connor v. Halpin, 166 Iowa 101, the word ‘possessed’, as used in this statute, was considered, and it was held tli at the word ‘possessed’ relates to the estate in the property, and not to the property itself, and that it is equivalent to ‘seized’.” Schultz v. Schultz, 183 Iowa 920, 925, 167 N.W. 674; Murphy v. Murphy, 190 Iowa 874, 879, 179 N.W. 530.

In Schultz v. Schultz, supra, a wife sought to obtain a dower interest in laud owned by her deceased husband’s father at his death. We held that since the son predeceased the father “he had no share in his father’s lands, either legal or equitable. As Henry had neither a legal nor an equitable estate in these lands at the time of his death, there was no estate to which the right of the wife, under this statute, could attach. The estate referred to [in the dower statute] must be the estate of which he was legally possessed at the time of his death.” (Loc. cit. 925)

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

Related

Sisson v. Johnson
187 N.W.2d 745 (Supreme Court of Iowa, 1971)

Cite This Page — Counsel Stack

Bluebook (online)
152 N.W.2d 262, 260 Iowa 1109, 1967 Iowa Sup. LEXIS 832, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hanke-v-bjorgo-iowa-1967.