Hodgson v. Dorsey

298 N.W. 895, 230 Iowa 730
CourtSupreme Court of Iowa
DecidedJune 17, 1941
DocketNo. 45646.
StatusPublished
Cited by12 cases

This text of 298 N.W. 895 (Hodgson v. Dorsey) 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
Hodgson v. Dorsey, 298 N.W. 895, 230 Iowa 730 (iowa 1941).

Opinion

Wennerstrum, J.

Maggie L. Dorsey and Frank B. Dorsey, Sr., were wife and husband. They had two children namely, Margaret Dorsey Hodgson, who is the plaintiff herein, and Frank B. Dorsey, Jr., who is one of the defendants. Maggie L. Dorsey died September 1, 1929 intestate; Frank B. Dorsey, Sr., died September 8, 1937 testate, but according to the record and the statements of interested counsel, intestate as to any real estate.

Litigation has arisen by reason of a deed given by Maggie L. Dorsey to her husband, Frank B. Dorsey, Sr., which was dated March 17, 1915 and which in part reads as follows:

“* * *, I, Maggie Dorsey, hereby sell and convey to Frank B. Dorsey, Sr., trustee, with power to encumber, sell and convey, alienate for reinvestment, or transfer this trust as in the discretion of the trustee may seem best, the'following parcels of real estate, to-wit: [description of property], and I, the said Maggie Dorsey, warrant the title against all persons whomsoever. And I, Frank B. Dorsey, Sr., join in the execution of this deed as the husband of the grantor for the purpose of conveying my interest as spouse.”

This deed was not filed for record until September 11, 1937.

On the same date as that of the giving of the deed previously referred to, Maggie L. Dorsey conveyed other real estate to Frank B. Dorsey, Sr., said property being the homestead of grantor and grantee. On December 6, 1930, Frank Blinn Dorsey, the grantee in the first deed heretofore referred to, executed a deed of conveyance as trustee to Frank Blinn Dorsey, Jr., this last deed covering a portion of the property described in the two deeds heretofore mentioned. In the deed of December 6, 1930, the grantor conveyed the property to Frank Blinn Dorsey, Jr., “in trust for the persons and purposes hereinafter named, * * *.” In this last referred to deed there is found this further *732 statement. “The purpose and intent of this conveyance is that the said Frank Blinn Dorsey, Jr., and his successors, in trust hereinafter provided for, shall hold said real estate for the benefit of my daughter, Margaret Dorsey, and for her alone, so long as she shall live, * * Further provisions were incorporated in the deed as to the rights and powers of Margaret Dorsey and also further expressions as to the rights, duties, and powers of the trustee.

The plaintiff brings an action for the partition of the real estate described in the two deeds mentioned and dated March 17, 1915 and to quiet the title thereto and for an accounting of rentals received. Her attack is particularly directed against the first deed. No especial complaint is made against the second deed of March 17, 1915 except that there was an abandonment of that deed as well as of the other deed and that there was no delivery of either deed.

In plaintiff’s brief and argument it is contended that this first deed “was never delivered, but if it was delivered it was an attempt to create a Trust Estate but which failed because no beneficiary was designated nor any of the terms of the trust set out in accordance with which a Court could determine the beneficiary or enforce the trust, and that in any event because thereof, this deed is a nullity and a cloud upon the title and the property would pass to the heirs of Maggie L. Dorsey at her death, vis: to each of her children and her husband in equal proportions and that upon her husband’s death his interest would pass by inheritance to his two children, who would each thus become the fee title owner of a one-half (%) interest therein. ’ ’

The trial court held that the deeds which have been questioned were valid deeds of conveyance; that the plaintiff had failed to overcome the presumption of delivery by any competent evidence; that they conveyed absolute title and particularly so held as to the first deed wherein the grantee was designated “Frank B. Dorsey, trustee.” The trial court dismissed plaintiff’s petition and the plaintiff has appealed.

The plaintiff asserts the trial court erred in holding that there was no intention on the part of the grantor of the first deed to create a trust, and in construing said deed to mean that *733 the grantor intended to vest a simple fee title in the grantee. The trial court in its written opinion in referring to the word “trustee” following the grantee’s name in part stated:

‘ ‘ There is nothing else in the deed indicative of the grantor’s purpose to pass the property in trust; neither has there been any competent evidence introduced to show the terms of the trust, and the beneficiary. * * *. I am therefore constrained to hold that the name of the grantee being followed by the word ‘trustee’ does not show an intention to create a trust. As no trust was created by. the deed, the words ‘transfer this trust’ becomes surplusage. And as no competent evidence was introduced showing the terms of the trust, and the beneficiary, I fiiid that the grantee, Frank B. Dorsey, Sr., took the property in his own right.” .

It is our judgment and conclusion that the trial court was correct in so holding. The plaintiff’s particular attack is directed against the first deed heretofore set out and which was dated March 17, 1915. The plaintiff does not claim that this deed was not properly signed, executed, acknowledged, and recorded. She does assert, however, that there was no delivery.

It has been the universal holding of this court that where a deed has been signed, acknowledged and recorded, it is presumed to have been properly delivered and those who attack a deed assume the burden to overcome the presumption of delivery. Burch v. Nicholson, 157 Iowa 502, 137 N. W. 1066; Robertson v. Renshaw, 220 Iowa 572, 579, 261 N. W. 645, 648; Jones v. Betz, 203 Iowa 767, 210 N. W. 609, 213 N. W. 282; Kiser v. Morton Farm. Mut. Ins. Assn., 213 Iowa 18, 23, 237 N. W. 328; Tutt v. Smith, 201 Iowa 107, 110, 204 N. W. 294, 48 A. L. R. 394. There must be presented, evidence that is clear, convincing, and satisfactory to overcome the presumption of delivery.

In the case of Jones v. Betz, supra (at page 768 of 203 Iowa, page 609 of 210 N. W.), this court stated:

“ It is too well settled to require citation of authorities that, to make a warranty deed effective, it must be delivered. It is also well settled 'that, where a deed is signed, acknowledged, and *734 recorded, it is presumed to have been properly delivered; but, of course, this presumption is a rebuttable one. [Citing cases.] Among the above cases, the Webb case and the Stiles case were cases where the deed was recorded after the death of the grantor. It is equally well settled in this state that the plaintiff has the burden of showing non-delivery by clear and satisfactory proof. «S * # ’>

Plaintiff appellant in this case has presented no competent evidence as to the nondelivery of the deed and consequently has not met the burden of proof by clear and satisfactory evidence.

The designation of trustee after the name of the grantee necessitates consideration as to the effect of this designation and usage. It is the contention of the plaintiff that it should not be construed as desc-riptio personae, but that it indicates an intention to create a trust.

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Bluebook (online)
298 N.W. 895, 230 Iowa 730, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hodgson-v-dorsey-iowa-1941.