Helms v. Helten

290 N.W.2d 876, 1980 Iowa Sup. LEXIS 821
CourtSupreme Court of Iowa
DecidedApril 23, 1980
Docket62820
StatusPublished
Cited by5 cases

This text of 290 N.W.2d 876 (Helms v. Helten) 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
Helms v. Helten, 290 N.W.2d 876, 1980 Iowa Sup. LEXIS 821 (iowa 1980).

Opinions

[878]*878REES, Justice.

The defendants and the counterclaimant appeal from judgments entered in favor of plaintiffs in their action to quiet title to certain farmland. Edward Helms appeals from an adverse judgment on his counterclaim to recover the proceeds from the sale of crops from farmland separate from that involved in the plaintiffs’ original action.

On January 20, 1977 Algene Helms, both individually and as the administrator of the estate of Carl Helms, and her daughter, Carla Lamphere, filed their petition in equity against the defendants to quiet title to a 105-acre tract of farmland or, alternatively, to establish Algene’s dower interest in the property. The defendants and the counter-claimant are brothers, sisters, and a brother-in-law of Carl Helms, the common law husband of Algene. On August 5, 1977 defendant Edward Helms filed his counterclaim for one-half of the net proceeds from the 1975 crops on a 240-acre farm which he had held with Carl in joint tenancy with right of survivorship. In response, plaintiffs asserted the six-month statute of limitations for claims against estates, § 633.410, The Code 1977, as a defense.

Following trial to the court, Edward moved to amend his counterclaim to conform to proof, asserting that he was entitled to all the proceeds from the sale of the 1975 crops. His motion was overruled on October 30, 1978, the court concluding that the record did not support such an amendment. At the same time the court ruled on the merits of the controversy, quieting title in the plaintiffs and dismissing the counterclaim. Notice of appeal from these rulings was filed on November 29, 1978.

The factual underpinnings of this dispute are somewhat involved and require a brief recitation, with subsequent elaboration as needed.

In 1954 Carl Helms began cohabiting with Mrs. Don (Algene) Wittenberg, who had recently been divorced. A daughter,Carla, a plaintiff in the action, was born to the couple in January of 1955. Carl and Algene lived together until Carl’s death on October 2, 1975, but never formalized their union by a ceremonial marriage. In its findings of fact the trial court found Al-gene to be Carl’s common law wife at all times material to this appeal.

The 105-acre parcel of land in dispute was initially owned by Albert Helms, who, as shall become apparent, did not approve of Carl’s relationship with Algene. Albert was the father of Carl, Anna M. Helton, Louise Cummings, Edward Helms and Hen-ry Helms. In 1957 Albert executed a will devising the 105-acre farm to Carl “as long as he refrains from marrying or associating with in any way Mrs. Don Wittenberg”. Albert Helms died in 1967, after which his will was probated. The final report in his' estate makes no mention of the condition attached to Carl’s inheritance of the 105-acre tract of land.

In June of 1968 Carl joined in the execution of a warranty deed conveying the farm in question to the defendants, his brothers and sisters and their spouses, who would have taken the farm under the will, upon the enforcement of the limitation on Carl’s devise. The conveyance was expressly made subject to the life use of the premises by Carl Helms. The deed made reference to consideration of “one dollar and other valuable consideration”. The marital status of all those joining in the instrument, with the exception of Carl, was noted on the face of the deed. No reference was made in the instrument to Carl’s marital status, although all of the parties to the transaction knew of Carl’s relationship with Algene. The deed was recorded in May of 1969. The testimony of the parties to the transaction indicated that Carl was given the life estate in the premises in lieu of the enforcement of the condition contained in the will because his siblings felt it inequitable that Carl should be wholly deprived of the devise in his father’s will. It is this conveyance which Algene sought to set aside or, in the alternative, against which she asserted her dower interest.

The counterclaim of Edward Helms involves crop income from a 240-acre farm [879]*879owned by Carl and Edward in joint tenancy with right of survivorship, which was rented to a neighbor in 1975 on a crop-share basis. In June and December of 1976 Al-gene, as administrator of Carl’s estate, received two checks from a grain elevator for grain sold from the premises totaling $29,-631.77 as the landlord’s share of the corn and beans harvested from the farm in 1975. This money was taken into the estate of Carl and eventually distributed to Algene and Carla.

At trial, the farm tenant on the 240-acre farm testified to his estimated expenses per acre for the corn and bean crops. After the evidence was in Edward sought to amend his counterclaim to conform to proof, claiming that he was entitled to all of the crop proceeds from the farm for that year. His motion to amend to conform to proof was overruled by the trial court in its decree as the trial court found a lack of evidentiary support for the motion.

Numerous issues are stated by the parties for review. We find resolution of the following issues essential to disposition of this appeal:

(1) Did the condition attached to the devise of the farm to Carl Helms in his father’s will prevent his ever taking title to the farm?

(2) Was plaintiffs’ action, begun more than five years but less than ten years after the execution of the deed in question, barred by the five-year limitation for fraud or permitted under the ten-year period of limitation for the recovery of real estate?

(3) Was the trial court correct in setting aside the deed of conveyance between Carl and the defendants due to illegality of consideration?

(4) If the consideration for the transaction was not illegal, did Algene retain a dower interest in the farm due to the fact she had not joined in the deed of conveyance?

(5) Was the trial court correct in finding for plaintiffs on the counterclaim for crop proceeds on the alternative grounds that the claim was barred by section 633.410, The Code, or that the counterclaimant had failed to carry the burden of proving the net rental value of the premises?

I. As this action to quiet title was brought in equity, our review is de novo. We will give weight to the findings of the district court, but are not bound by them. Hansen v. Chapin, 232 N.W.2d 506, 509 (Iowa 1975).

The defendants first contend that title to the 105-acre farm never vested in Carl due to his alleged violation of the condition attached to the devise in his father’s will. They argue that since the farm never belonged to Carl, he had no interest to transfer in the deed in which he joined, and Algene has no basis for her claimed dower interest in the property. Algene responds by arguing that the limitation on the devise is a condition subsequent which is not self-executing, but must be specifically enforced to have effect. Since there is no indication in the record that the condition was enforced, she contends that Carl took the property under the will. We find Algene’s position persuasive, as did the trial court.

Paragraph seven of the will of Albert Helms provides:

Seventh: I give, devise and bequeath to my son, Carl Helms, of Winthrop, Iowa, as long as he refrains from marrying or associating with in any way, Mrs. Don Wittenberg, the following described real estate:

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

Related

Cedar Falls Building Center, Inc. v. Vietor
365 N.W.2d 635 (Court of Appeals of Iowa, 1985)
Kendall v. Lowther
356 N.W.2d 181 (Supreme Court of Iowa, 1984)
Helms v. Helten
290 N.W.2d 876 (Supreme Court of Iowa, 1980)

Cite This Page — Counsel Stack

Bluebook (online)
290 N.W.2d 876, 1980 Iowa Sup. LEXIS 821, Counsel Stack Legal Research, https://law.counselstack.com/opinion/helms-v-helten-iowa-1980.