In Re Estate of Johnson

10 N.W.2d 664, 233 Iowa 782
CourtSupreme Court of Iowa
DecidedJuly 27, 1943
DocketNo. 46270.
StatusPublished
Cited by25 cases

This text of 10 N.W.2d 664 (In Re Estate of Johnson) 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 Johnson, 10 N.W.2d 664, 233 Iowa 782 (iowa 1943).

Opinion

Oliver, J.

George E. Johnson and his sister Emma, both then unmarried, lived together in Manson, Iowa. Emma Johnson died in October 1932. In the summer of that year Mrs. Hilda 'Wahlstrom became housekeeper for the Johnsons. She continued in this service after the death of Emma Johnson. On January 14, 1933, George Johnson married Mrs. Wahlstrom in Chicago. Two days previously he became acquainted with the two sons of Mrs. Wahlstrom, appellant Thore Wahlstrom, twenty-six years of age, and appellant Axel Wahlstrom, twenty-three years of age, both of whom lived in Chicago.

Mr. and Mrs. Johnson returned to Manson ^January 15, 1933. January 17th they called upon a lawyer and instructed him to make a joint will which would leave* the property of each to the survivor, and ultimately, upon the death of both, to Mrs. Johnson’s two sons. They said, “They had just figured this thing out how they wanted it * * * they had agreed in private how they wanted to deal with the property.” George Johnson said “they had gone into and agreed on how they were going to leave this property.” They discussed their properties with the lawyer. Mrs. Johnson’s only property was certain household goods, most of which had been brought to Manson from Chicago in a trunk. Mr. Johnson owned a 160-aere farm, about $13,000 in mortgages, and the home in Manson, then worth about $1,500. He had acquired his property by inheritance from his father and by deed from his sister. The lawyer immediately prepared the will. It was examined by and explained to the Johnsons, was executed by George Johnson and Hilda Johnson, was witnessed in due form, and was turned over to George Johnson.

The instrument is entitled, “Joint Will and Testament of George E. Johnson and Hilda Theresia Johnson.” It provides, in part:

*784 “We * * * do. hereby publish and declare this to be our joint last Will and Testament * * *.
“Par. 1. It is our will and we hereby give, devise and bequeath all our property ® * * of which we may die seized or possessed to be determined as follows:
“In the event that the said George E. Johnson shall die prior to the said Hilda Theresia Johnson, it is the will of the said George É. Johnson that all of his property * * * shall go to the said Hilda Theresia Johnson in fee simple.
“In the event that the said Hilda Theresia Johnson shall die prior to the said George E. Johnson, it is the will of the said Hilda Theresia Johnson that all of her property * * * shall go to the said George E. Johnson in fee simple.
“Par. 2. Upon the death of both of us, it is our will and the will of each of us and we do hereby upon the happening of said event as contemplated by this paragraph, give, devise and bequeath all our property * * * to the two sons of the said Hilda Theresia Johnson, share and share alike, namely: Tore Walstrom óf Chicago, Illinois and Axel Henry Walstrom of Chicago, Illinois.”

The Johnsons lived together in Manson until the death of Mrs. Johnson, June 26, 1938. There was no issue from the marriage. D,uring this period improvements were made upon the home and certain household goods were purchased. Apparently their income consisted of the rent or earnings of the farm and interest upon the mortgages held by Mr. Johnson. Separate bank accounts were carried in Manson State Bank. The account of Mrs. Johnson was not large and the record indicates the funds deposited were furnished by Mr. Johnson.

Immediately after the death of Mrs. Johnson in June 1938, her two sons came to Manson from Chicago. One of them brought a check for $125 which his mother had drawn to him and sent him two days before her death. Mr. Johnson took $35 of this money and the sons took $90 which they used to purchase a marker for Mrs. Johnson’s grave. This left only $1.50 in Mrs. Johnson’s bank account. Mr. Johnson later drew this. The only remaining estate of Mrs. Johnson was personal effects and household goods valued by some witnesses at approximately *785 $50. The expenses of the burial of Mrs. Johnson, amounting to $350, and the expenses of her last illness, in a like amount, were paid by Mr. Johnson.

One of Mrs. Johnson’s sons testified that after they returned to Chicago he discovered the joint will of Mr. and Mrs. Johnson in a bundle of photographs and papers which had been turned over to the sons by Mr. Johnson. The sons retained possession of the joint will. It was not offered for probate and no proceedings to probate the estate of Mrs. Johnson were instituted.

July 25, 1938, George Johnson executed another will in due form. That will provided his entire estate should pass to the survivors of eight cousins on his father’s side, all of whom were residents of Sweden. George Johnson died March 13, 1941. March 15, 1941, Thore and Axel Wahlstrom offered the joint will for probate. March 17, 1941, the 1938 will of George Johnson was offered for probate in the same proceedings. The proponents of each will filed objections to the probate of the other. Thore and Axel Wahlstrom also pleaded the joint will was a contract which Geoi’ge Johnson was without power to revoke after the death of his wife. They prayed specific performance of said contract and that all the property be impressed with a trust for their benefit. Their right thereto was challenged and is the principal issue in the case.

George Johnson left an estate of approximately $30,000, consisting of the 160-acre farm, valued at $16,000, the house, then worth $2,500, household goods of an estimated value of $500, and about $11,000 in mortgages, bank deposits, etc. The mortgages, bank deposits and credits due him were somewhat less in amount than in 1933. There is no indication that any substantial debts were owed by him.

By stipulation all the issues were consolidated and the cause was tried as an action in equity. Judge Hutchison, before whom the trial was had, died shortly thereafter and the cause was submitted to Judge Snell upon the transcript.

The briefs of the parties cite the Iowa cases and various decisions of other courts involving joint and mutual wills, executed in most instances by a husband and wife. We quote *786 from an excellent general discussion of the Iowa cases (to tliat time) at pages 15 to 24, Iowa Bar Association section of vol. 24, Iowa L. Rev., November 1938:

“A joint will is a single testamentary instrument which contains the wills of two or more persons and is executed jointly by them. Mutual wills are those in which two or more testators make reciprocal provisions for each other. Mutual wills are also defined as those which are executed pursuant to an agreement between two or more persons to dispose of their property in a particular manner, each in consideration of the other. Mutual wills may be in one instrument or more than one; thus, a joint will may also be mutual. * * * Where the joint will or,the separate wills are purely mutual in their terms, each testator bequeathing his entire estateto the survivor— and neither making any devise of the property owned by the survivor at his death, such wills are construed as a single instrument, and are regarded as the will of the first to die, and have no validity or force as the will of the survivor.

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Bluebook (online)
10 N.W.2d 664, 233 Iowa 782, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-johnson-iowa-1943.