In Re Estate of Barnes

128 N.W.2d 188, 256 Iowa 1043
CourtSupreme Court of Iowa
DecidedJuly 15, 1964
Docket51294
StatusPublished
Cited by19 cases

This text of 128 N.W.2d 188 (In Re Estate of Barnes) 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
In Re Estate of Barnes, 128 N.W.2d 188, 256 Iowa 1043 (iowa 1964).

Opinion

LaRSon, J.

Testator’s widow, Kathryn Y. Barnes, and his adult son, Walter B. Barnes, applied to the court for construction of his will and codicil now in the course of probate in the District Court of Polk County, Iowa. They also asked, pursuant to rule 264, R. C. P., that the court declare on three specific matters relating to the distribution of certain unused portions or residue of trust assets in the estate. Testator died October 31, 1962, leaving a gross estate of almost one million dollars. His wife had lived apart from him for 25 to 30 years, and Walter was the sole issue of this marriage. This appeal by the executor was authorized as an estate expense, and from that order the appel-lees cross-appeal.

The trial court held that Paragraph YII of the will was void as against public policy and declared the undisposed corpus of two trusts established for the benefit of testator’s secretary and his sister constituted reversionary interests which vested immediately upon testator’s death, and each unused portion, when determined, should be paid to the son or his heirs.

Testator’s will, after making certain specific bequests, provided in Paragraph YI that all the rest, residue and remainder of his property was devised to the Iowa-Des Moines National Bank in trust to hold, manage and distribute as follows: One half of the assets “to be held for the use and benefit of my son Walter B. Barnes to be paid him under the terms and provisions as hereinafter set forth”; one fourth of the assets “to be held for the use and benefit of my secretary Sara E. Smith to be paid her under the terms and provisions as hereinafter set forth”; *1048 and one fourth of the assets “to be held for tbe use and benefit of my sister Margaret Barnes # * * to be paid her under the terms and provisions as hereinafter set forth.”

Paragraph VI then goes on to direct the trustee to pay the son $300 per month until he attains his 30th birthday, at which time he is to receive one third of the funds allotted to him. He was to receive another one third on his 35th birthday, and the last third on his 40th birthday. Any further monthly allowance, after receiving his first third, necessary for his maintenance and support, is left to the discretion of the trustee. By codicil executed a week before his death, testator raised the ages when the son was to receive the corpus from 30 to 35, from 35 to 40, and from 40 to 45.

It directed the trustee to pay Sara E. Smith, the secretary, $250 per month during the term of her natural life from her allotted funds, but also provided that in the event of her marriage or death “any trust assets remaining shall revert to and be paid into the general trust hereinbefore created.” By the codicil the monthly payments were increased to $300.

It directed the trustee to pay the sister, Margaret Barnes, the sum of $250 per month during her natural life, and provided “the trust hereinbefore established shall terminate upon her death or upon the exhaustion of the trust estate, whichever shall be first”, and any trust assets remaining were to “revert to and be paid into the general trust hereinbefore created.” These monthly payments were also increased to $300 by the codicil.

. Paragraph VII, which gave rise to the main dispute herein, contained this condition and direction: “In the event Kathryn V. Barnes shall elect to demand her dower or distributive share under the law rather than to accept the provisions of this my Will on her behalf, then and in that event the Trust hereinbe-fore established for Walter B. Barnes shall stand revoked and become a nullity and of no legal force and effect, and the trust assets otherwise provided for said Walter B. Barnes shall revert to and become a part of the general trust heretofore created and shall be payable to Sara E. Smith and Ma/rgaret Barnes only as heretofore provided.” (Emphasis supplied.)

Pursuant to rule 264, R. C. P., three questions were asked *1049 the court: “A. In the event Kathryn V. Barnes elects to take dower rather than taking under the terms of the Will, how shall the residue of the estate be held and distributed? B. Upon the marriage or death of Sara E. Smith, what distribution is to be made by the trustee of the unused portion of the trust assets held for her use and benefit? C. Upon the death of Margaret Barnes, what distribution is to be made by the trustee of the unused portion of the trust assets held for her use and benefit ?”

Speaking generally, it cannot be said as a matter of law that a subsequent contingent revocation or alteration of a conditional bequest in a will is illegal or void, nor that it is necessarily invalid for repugnancy. Intent and purpose play a vital part in such determinations. In re Estate of McCulloch, 243 Iowa 449, 52 N.W.2d 67; In re Estate of Yarolem, 247 Iowa 849, 76 N.W.2d 770.

Nevertheless, these are the propositions we are asked tc consider herein.

I. Here, as in most will cases, the primary and controlling quest is the intention of the testator. When determined, that intention must be made effective if it is a lawful one and not against public policy. In re Estate of Artz, 254 Iowa 1064, 1069, 120 N.W.2d 418, and citations; Guilford v. Gardner, 180 Iowa 1210, 1224, 162 N.W. 261. Where the intention is clearly and unequivocally expressed, there is no need for judicial construction or extrinsic evidence, but where the language is doubtful or uncertain, extrinsic evidence may be received, not to vary the effect of the language used, but to disclose the circumstances under which the will was made and thus throw light upon the testator’s intent. Wright v. Copeland, 241 Iowa 447, 452, 41 N.W.2d 102. Albert J. Todd, a practicing lawyer who prepared this will, Dee L. Frost, trust officer of the bank who visited with testator relative to the codicil to his will shortly before testator died, and Sara E. Smith, the testator’s secretary, testified as to-those circumstances.

It is axiomatic that a will and its codicil are to be read and construed together as one instrument executed on the date of the last codicil, and so we will consider them here as the will. Such an instrument must be taken by its four corners, and *1050 each paragraph must be read in the light of the other provisions in order to gain an understanding of what testator meant by the designations and references used. In re Estate of McCulloch, supra; In re Estate of Ritter, 239 Iowa 788, 798, 32 N.W.2d 666, 671, 2 A. L. R.2d 1301; 57 Am. Jur., Wills, sections 1133-1137; 95 C. J. S., Wills, section 591; In re Estate of Artz, supra.

What, then, was the intention of Dr. Bernard C. Barnes as disclosed by the language of this entire will, and by the circumstances surrounding’ its preparation and execution? Mr.

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Bluebook (online)
128 N.W.2d 188, 256 Iowa 1043, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-barnes-iowa-1964.