In re Estate of Beaty

172 Iowa 714
CourtSupreme Court of Iowa
DecidedNovember 27, 1915
StatusPublished
Cited by12 cases

This text of 172 Iowa 714 (In re Estate of Beaty) 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 Beaty, 172 Iowa 714 (iowa 1915).

Opinion

Weaver, J.

The will of John S. Beaty is in words as follows:

“Knowing the uncertainty of life and the certainty of death, I, John S. Beaty of AVashington, Washington county, state of Iowa, being enfeebled in body and of sound disposing mind and memory, and of full age, do make, ordain, publish and declare this my last will and testament, hereby revoking all former wills by me at any time made.
“1. I desire, so soon after my decease as practicable,- that iny burial expenses and charges of last sickness be paid and, so soon thereafter as may be convenient, that all my just debts be paid.
“2. And should my beloved wife survive me, I desire at her decease that she be laid by my side, and that our children erect over our remains a suitable stone to cost about three hundred dollars.
“3. I give, devise and bequeath to my beloved wife, Sarah A. Beaty, all my estate both real and personal in whatever it may consist, or wherever situated, at my decease, to be by her used, controlled and disposed of so long as she remains my widow, precisely the same as I might do, were I living; and giving to my said wife full power to sell, exchange, invest and reinvest the same in the same manner as I might do if living.
“4. At the decease of my wife, or in the event of her contracting a second marriage, and after the payment of the legacies hereinafter named, I direct that the residue of my estate be distributed among my children herein named as follows, to wit: After deductipg eight hundred and fifty dollars, which amount I have heretofore advanced to my son Henry Beaty, I give and bequeath to my said son two shares, or such an amount as will be equal to double the amount received by any one of my children. After the payment of said legacies and the payment of my son Henry’s share, as above stated, I desire and direct that the remainder of my [717]*717estate be distributed equally, share and share alike, among my daughters, Mariam MeMasters, Bebeeca Beaty and my son David Beaty, except two hundred dollars, which I have advanced to him, which amount I direct to be deducted from his share. I have heretofore given my sons Swain Beaty and "W. S. Beaty their full share and I direct that Swain and the heirs of "W. S. Beaty receive each the sum of five dollars. '
“I hereby appoint my wife, Sarah A. Beaty, executrix of this my last will and direct that she be not required to give bonds.”

AVitliout setting out the final report in full, its substance and effect were as follows: That at the time of the death of John S. Beaty, his widow had no property or estate in her own right; that under the will, she took a life estate only in the property of which her husband died seized and possessed, but .that to such life estate was added the power to sell the property and invest or reinvest the proceeds; and that, upon her death, all of said property and the proceeds thereof in her hands became subject to distribution under the will of her husband, and that no part thereof passed to her administratrix or to her heirs. It will be observed, by reference to the fourth clause of the will, that the testator states that he had already given to his sons, Swain Beaty and AV. S. Beaty, their full share in his estate, and he makes no provision for them beyond a merely nominal legacy. These two sons are both deceased, and their surviving heirs are the objectors to the final report. The objectors do not claim anything for themselves under the will of their grandfather, but ground their claim upon the theory that the effect of the will was to vest the absolute title to all of his estate in the testator’s widow, their grandmother, and that, as she died intestate, they are entitled to share in whatever property she left, as representatives of her deceased sons, Swain Beaty and AV. S. Beaty. AVe will not here go into any of the various items of which the estate of the testator was composed.

[718]*7181. structión: life estate or fee. It is manifest, from what we have said, that the central question for determination is the construction to be placed upon the will of John S. Beaty, and especially the effect to be given the provision made therein for the widow. Appellants contend that it clearly falls within that class of our decisions of which Meyer v. Weiler, 121 Iowa 51, Will of Weien, 139 Iowa 657, and Schricker v. Schricker, 151 Iowa 309, are types; while the appellees insist that it belongs in that other class oE which Podaril v. Clark, 118 Iowa 264, Spaan v. Anderson, 115 Iowa 121, and Steiff v. Seibert, 128 Iowa 746, are types.

Counsel for appellant have, with much industry, marshalled the cases of the first class, extracting therefrom the verbal form of the devises which have been held to amount to absolute gifts, and exhibiting what they claim to be the close parallelism between them and the devise to the widow in this ease. Devises equally similar in form could have been found in Spaan v. Anderson, supra, Steiff v. Seibert, supra, Podaril v. Clark, supra, Boekemier v. Boekemier, 157 Iowa 372, Brunk v. Brunk, 157 Iowa 51, 52, Richards v. Richards, 155 Iowa 394, Simpkins v. Bales, 123 Iowa 62, Kierulff v. Harlan, 150 Iowa 671, Pool v. Napier, 145 Iowa 699, Hoefliger v. Hoefliger, 132 Iowa 575, Wheeler v. Long, 128 Iowa 643, In re Proctor’s Estate, 95 Iowa 174, and others to the same general effect, where a life estate only is held to have been passed. Whether all our decisions upon this and kindred questions may be harmonized, it is unnecessary now to consider. It may be said, however, that, notwithstanding the apparent general similarity in form of devises which we have held to create a fee in the devisees with others which we have held to create a life estate only, it is still true that many, if not most, of the cases are reasonably and fairly distinguishable by reason of some provision or clause appearing in one and not in another, from which, in connection with the rest of the instrument, the real intent of the testator is found. It may further be said that, through all the cases in which this vexed question has [719]*719been argued up and down, there runs a thread of conceded principle that the real bone of contention is not so much the true rule of law as its application. That principle has been well and clearly stated by Deemer, J., in Webb v. Webb, 130 Iowa 457, 460, where we had to consider whether the addition of power to dispose of property devised by words importing a life estate had the effect to vest the devisee with a fee. After quoting the testator’s language, it is there said:

“This, of course, gave the widow implied power of disposition during her life, but it also limited her estate therein to one for life. The presumption is that the testator intended to pass his entire interest in the property to the legatee named. But he had the right to give but a life estate therein, with remainder over, if he saw fit, and also to confer upon the wife power of absolute disposition. . . . Under our holdings the widow took but a life estate, with unlimited power of disposition added, as a separate gift; and, if she failed to exercise this power, the remainder upon her death passed to the children. . . . There is some confusion in our holdings on this subject, but the later cases announce the rule above stated.”

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Bluebook (online)
172 Iowa 714, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-beaty-iowa-1915.