Huffman v. Beamer

198 Iowa 1113
CourtSupreme Court of Iowa
DecidedMarch 11, 1924
StatusPublished
Cited by11 cases

This text of 198 Iowa 1113 (Huffman v. Beamer) 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
Huffman v. Beamer, 198 Iowa 1113 (iowa 1924).

Opinion

Evans, J.

— I. The defendant is the mother of the plaintiff. She is also the mother of E. D. Beamer, known in the record as Dora Beamer, who is her only son. He and plaintiff are her only children. Her husband, Zadock Beamer, died May 30, 1916. The plaintiff and defendant were before us in a certain litigation following the death of the husband and father, entitled Huffman v. Beamer. Our opinion therein appears in 191 Iowa [1114]*1114893. The facts in that case are the background of this, a statement of which will aid in an understanding of the evidence and questions presented herein. That was • a case brought by the plaintiff against her mother and her brother, to set aside certain transfers made by this defendant to her son, Dora, and to establish her right to a share of said property, as the property of her father’s estate. For convenience at this point, we adopt the statement of facts recited in the cited case.

“The essential facts of this case are as follows: Zadock Beamer and Martha Beamer, his wife, several months before his death, which occurred on May 30, 1915, deeded 240 acres of his 400-acre farm to his daughter, the plaintiff Lena D. Huffman, and 160 acres to the defendant E. D. Beamer, who is the son of Martha Beamer, but not of the deceased. At the same time, Mr. Beamer conveyed a residence and acreage property and two brick buildings in Clearfield to his wife. Before executing these instruments, he summoned plaintiff and defendant E. D. Beamer to his home, and informed them that he intended to make these conveyances; and, a couple of days later, deeds were executed and handed to the grantees for inspection, after which they were returned to the grantor, and filed for record in the proper county. In addition to the real property owned by him, deceased was possessed of money and personal property of the approximate aggregate value of $8,000. At the time of his death,, certificates of deposit in different banks were held, as follows: • One for $2,683.87, issued by the Iowa State Bank of Mount Ayr, bearing date October 22, 1915; one for $4,045.25, bearing date October 22, 1915, issued by the Mount Ayr State Bank; and one for $1,800, bearing date July 26, 1915, issued by the First National Bank of Clearfield. On June 5, 1916, the defendants went to plaintiff’s residence, and requested her to go to Clear-field with them and have an assignment of the certificates and money above referred to, to Martha Beamer. In compliance therewith, plaintiff accompanied defendants to Clearfield, where the following instrument was prepared, signed, and acknowledged by her and by the defendant E. D. Beamer, in the presence of and before W. M. Long, notary public:
“ ‘For value received, we hereby assign and set over unto [1115]*1115Martha F. Beamer all our right, title, and interest to any and all moneys belonging to the estate of our father, Zadoclc Beamer, which we may have acquired as heirs at law or devisee or legatee of our said father. Done this 5th day of June, 1916.’
“It is also claimed by defendants that plaintiff, at the same time, indorsed each of the- certificates of deposit to- her mother, by writing her name on the back thereof. She testified, however, that she had no recollection of having indorsed the certificates. On November 27, 1916, plaintiff and her husband borrowed $3,000 of Martha Beamer, giving therefor their note, due in one year. At the time of the marriage of Martha and Zadoclc Beamer, E. D. Beamer was about four years of age. He was never adopted by Zadoclc Beamer, but lived in the family until his marriage, which occurred about the time he became 21 years of age, and appears to have been treated by deceased the same as though he were, in fact, his son. Defendant does not appear to have known that Zadoclc Beamer was not his father, until about the time of, or shortly after, the latter’s death, nor did plaintiff know that he was not her full brother until the day the deeds were executed. The 240-acre tract conveyed to plaintiff was apparently worth about $10,000 more than the-160-acre tract conveyed to E. D. Beamer. Martha Beamer, some time before the commencement of this suit, conveyed the store buildings, the value of which she estimated at $7,000, to her codefendant, and also gave him the $3,000 note signed by plaintiff and her husband. She gives as her reason for these transactions that she desired to equalize the shares of plaintiff and Ed Beamer. After the commencement of this suit, she conveyed what remained of her real property to E. D. Beamer, reserving, however, the right to the possession and use thereof during her life. Plaintiff, in her petition, alleges that she was induced to execute the written assignment referred to above, by the false pretenses and representations of the defendant E. D. Beamer that this was necessary, to enable her mother to collect the certificates, and to avoid the appointment of an administrator; that the real property conveyed to Martha Beamer was intended for her use only during her life; that such was the express understanding of all of the parties; that Martha Beamer, [1116]*1116disregarding her duty, appropriated the property to her own use, and conveyed or gave it to her codefendant. Plaintiff further alleges that she is the absolute owner of two thirds of all the personal property of which Zadock Beamer died seized; and asks judgment for the amount thereof, and that the real estate conveyed by Martha Beamer be impressed with a lien for the amount of plaintiff’s claim. All of the allegations of plaintiff’s petition not specifically admitted are denied by defendants. The value of the personal property and real estate conveyed to Martha Beamer was, at the time, about $20,000.”

In that case, the plaintiff’s petition was dismissed and the conveyances to Dora were confirmed by decree of the district court, and such decree was affirmed here. After the determination of that suit, this proceeding'was instituted. Since the former litigation, the mother and daughter have not-- been on friendly or even on speaking. terms. Plaintiff, as a witness, frankly concedes that her motive in the bringing of this suit, is to attack the conveyances made by her mother to the brother, and to protect her prospective interest as heir of her mother. The conveyances of land made by Zadock to his two children were joined in by the defendant. These conveyances included all the property owned by Zadock, save about $20,000 to $23,000 worth. This remnant was given to the wife, and freely accepted by her in lieu of her distributive share. It was her original consistent contention that, in the disposition of her property, she would equalize the inequalities of gift as between the children, arising from the fact that more land had been conveyed to the daughter than to the son. She has contended also that such was the expectation of her husband. The plaintiff has aggressively resisted that contention, and, without doubt, brought to bear a very cruel pressure upon her mother to yield to her demands. Failing to prevail upon her mother to recognize in her a right to one half of her mother’s estate after her death, she started litigation in January, 1919, which, in one form or another, has continued ever since.

On appeal, many specific errors are assigned for our consideration, upon rulings of the court and upon its instructions. [1117]*1117But upon a careful study of the record before us, we deem it our duty to dispose of the case on its larger merits.

Theoretically, a guardianship proceeding is not adversary.

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Bluebook (online)
198 Iowa 1113, Counsel Stack Legal Research, https://law.counselstack.com/opinion/huffman-v-beamer-iowa-1924.