In Re Estate of Simplot

246 N.W. 396, 215 Iowa 578
CourtSupreme Court of Iowa
DecidedSeptember 29, 1931
DocketNo. 40646.
StatusPublished
Cited by14 cases

This text of 246 N.W. 396 (In Re Estate of Simplot) 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 Simplot, 246 N.W. 396, 215 Iowa 578 (iowa 1931).

Opinion

Evans, J.

— The facts pertaining to the existence of a written contract between Mrs. Rooney and Miss Simplot are made to appear without dispute. These may be briefly stated:

Miss Ida Simplot was the unmarried sister of Mrs. Rooney, the mother of this plaintiff. John H. Simplot was the unmarried brother of the sisters. In 1903 John Simplot died testate, survived by these two sisters and a half sister. His will gave substantially all his property to his sister, Ida Simplot. The will was admitted to probate, and Ida Simplot was appointed as executor thereof. In the following year, Mrs. Rooney brought a statutory action to set aside the probate of the will on the ground of the mental incapacity of the testator to execute the same, and on the ground of fraud and undue influence on the part of Ida Simplot in inducing the same. This suit was pending in court for a period of two years, and until 1906. On a date in the latter year, a written stipulation between the parties was entered into and filed in the case. This was as follows:

“In the District Court of the State of Iowa in and for Dubuque County.

“Frances E. Rooney, Plaintiff, v. Ida M. Simplot, Defendant.

*580 “Stipulation.

“It is hereby stipulated and agreed by and between the parties to the above-entitled action that the defendant is to pay to the plaintiff the sum of five hundred dollars in full settlement and payment of any and all claims she may have against the estate of John H. Simplot, deceased, and as soon as said five hundred dollars is paid, the plaintiff agrees to dismiss the above-entitled action now pending in said court, and to pay the costs therein incurred.”

The oral agreement declared in the petition of plaintiff is identical with the foregoing written stipulation, except that the plaintiff avers further that “Ida M. Simplot agreed that she would by will leave all the property she died seized of, to Frances E. Rooney or her surviving children, if dead.” It will be noted, therefore, that the difference between the written and the oral alleged contract is that the written stipulation provided a payment of $500 by Ida M. Simplot and the acceptance by Mrs. Rooney of $500 in “full settlement” of the case; whereas by the alleged oral contract the consideration of the settlement comprised an additional agreement that a will should be made in favor of Mrs. Rooney. It is the claim of the appellant that the alleged oral contract was contemporaneous with the writing. Her parol evidence in support of her claim was rejected on the ground that the alleged oral contract was inconsistent with the writing. Mrs. Rooney died in 1925. Miss Simplot died in 1928. Her will provided a legacy for the plaintiff herein of $4,000. Other legacies were given to other relatives, and still others to charitable institutions. The plaintiff claims to stand in the shoes of her mother, as heir, and as guardian of her incompetent brother. A single question of law is presented for our consideration. This is set forth by appellant in a single assignment of error, as follows:

“1. The court erred in sustaining defendant’s objections to the introduction of evidence tending to establish the collateral oral agreement alleged in plaintiff’s petition and relied on in this action; because it in no manner attempted to vary or alter or contradict the written stipulation, is not inconsistent therewith, the written stipulation does not show that it was intended to cover all the matters of negotiation included in the oral agreement; that the oral agreement was a separate, independent, and distinct collateral agreement, serving as an inducement for the execution of the written stipulation.”

*581 To quote from appellant’s opening brief:

“The only question before this court for review is whether or not the offered evidence tends to vary or contradict the terms of the written instrument, which is claimed to be a full and complete contract.”

We direct attention to this singleness of the issue, because the arguments have gone quite beyond the limits of such issue. Each argument seems to have been a stimulus to the other to enter upon broader fields of discussion than the record warrants. We shall aim to confine our discussion, as far as practicable, to the true issue in the case.

The parties agree in the broad statement of the rule which forbids the acceptance of parol evidence to contradict or vary the terms of a written contract. Their disagreement arises over the application of the rule and over the so-called “exceptions” to the rule. There are certain well recognized classes of cases to which the “parol evidence rule” is hot applicable. These classes are often referred to as “exceptions.” They are not strictly such. But, in deference to the usage of speech in that regard, we will refer to them as such. These so-called “exceptions” may be classified in the main as follows:

1. The rule has no application to suits in equity for reformation of written contracts. Parol evidence is always admissible in such a case.

2. Where the written contract is unilateral only, such as a promissory note, the nature of the consideration therefor may always be shown by parol evidence unless the note itself specifies such consideration.

3. An oral contract contemporaneous with a written one which is purely collateral is provable by parol evidence, provided that such oral contract is complete in itself, and does not contradict or vary any of the terms of the written contract. The alleged oral collateral contract may not become a part of the written contract. Each must stand upon its own terms and upon its own consideration. This class of cases involves no waiver or suspension of the parol evidence rule.

4. Parol evidence is admissible to prove that the delivery of a contract in á given case was conditional only, and that compliance with the condition failed. Such parol evidence must be directed *582 solely to the fact of delivery and to the conditions thereof. Such parol evidence does not operate to alter in any way the terms of the contract. If conditional delivery be proved, and that compliance with the condition failed, then the entire contract fails, regardless of its terms. The entire contract is deemed not to have become effective.

5. A single contract may be expressed partly in writing and partly in parol. However, a written contract is presumed to be complete and to comprise the entire transaction unless it otherwise appears from the written terms of the contract itself. Parol evidence is not otherwise admissible to prove that the written contract was fragmentary, and not complete. If such a function were permissible to parol evidence, then no written contract could be protected against contradiction by parol evidence.

The foregoing comprise the so-called “exceptions” to the parol evidence rule. They-indicate the fields of debate. The arguments in this case have encamped in every one of them. Only one field, however, truly concerns us herein. The case must be classified either as falling under above No. 3 or above No. 5. If there were two collateral contracts, then under No. 3; if only one contract, then under No. 5.

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246 N.W. 396, 215 Iowa 578, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-simplot-iowa-1931.