In Re Guardianship of O'Donnell

40 N.W.2d 35, 241 Iowa 77, 1949 Iowa Sup. LEXIS 454
CourtSupreme Court of Iowa
DecidedDecember 13, 1949
DocketNo. 47556.
StatusPublished
Cited by1 cases

This text of 40 N.W.2d 35 (In Re Guardianship of O'Donnell) 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 Guardianship of O'Donnell, 40 N.W.2d 35, 241 Iowa 77, 1949 Iowa Sup. LEXIS 454 (iowa 1949).

Opinion

Smith, J.

— Katie Heckman, claimant, a sister of John W. and Thomas H. O’Donnell, was appointed guardian of their persons and property upon their voluntary application,. February 17, 1933. They owned (by deed from their parents in 1900) a farm of one hundred sixty acres, subject to their mother’s life estate therein. They were aged sixty-five and sixty-one years, respectively, and had never married. . The extent or degree of their mental incompetence is in dispute.. The mother died about the time of the guardianship appointment.

The present controversy grows out of claimant’s application, filed November 29, 1947, for specific performance of an alleged oral contract (in 1931) between her and the wards that she would become owner of the farm and would furnish life care and support to the wards ¿nd their mother..’ She prayed in the.alternative that if specific performance was not granted she be allowed reasonable compensation for the care, service and support already furnished and to- be furnished by her in the future.

*79 During the trial one ward, John W. O’Donnell, died and the objectors, (a brother* niece and nephew) were substituted as parties in his stead. They had already filed objections and a motion to strike it had been made by claimant but had not been ruled on when the ward died.

Another brother (Daniel), having been served with notice, filed a disclaimer of interest and asked that claimant be granted the relief she sought.

Upon filing of claimant’s application, H. H. Griffiths, an attorney of Des Moines, was appointed guardian ad litem and thereafter filed answer stating the wards were “practically blind” and “because of age and infirmities and lack-of education” were incompetent to handle their own affairs.

Eight days later (May 11, 1948) the wards filed an answer (with a sworn statement by Mr. Griffiths attached) in which they alleged the ownership and possession of the farm by them and their mother until her death in 1933; that in her lifetime their mother, with their knowledge and assent, made a verbal agreement with claimant that she and her family would remove to the land, look after and care for the mother and wards for their lives and become owner of the land; and that pursuant to said agreement claimant, with her husband and family, did remove to the farm, carry out the agreement until the mother’s death and thereafter, and was still carrying out said agreement. They prayed approval of the oral agreement and its performance “to this time” by claimant, and such orders and decree “as shall be thought equitable.” The application was signed by each ward, by mark, witnessed by Mr. Griffiths.

In his affidavit Mr. Griffiths stated: “* * '* that he prepared the foregoing answer for his wards * * *; that he has acquainted the said wards with the said answer, and is assured by them of the truthfulness of the allegations thereof; that the said answer states the facts truly as he verily believes.”

In the meantime, on December 8,1947, objectors had applied for removal of claimant as guardian and objected to her application for specific performance or allowance of compensation; they urged that specific performance cannot be allowed in probate, that the wards were incompetent to contract, and that the alleged oral agreement was within the statute of frauds. They also de *80 nied claimant’s right to compensation because she had had possession and use of the premises and had never made any reports as guardian or rendered any accounting of the rents, revenues and erops. By amendment, after they became actual parties by substitution, objectors also alleged facts and considerations which they claimed estopped claimant from claiming ownership of the farm.

When the case came on for trial the court sustained objectors’ motion and removed claimant as guardian “for the time” and appointed attorney Harold Newcomb of Des Moines as guardian of the property of the wards. The court also, on objectors’ motion to transfer trial on Count I to equity, in effect, transferred it, saying: “* * * we can take such testimony as can be presented and apply it on Count I as an equity matter and on Count II as a normal probate matter.” As a result the ease was tried, in effect, as an equitable proceeding. All objected-to testimony was received subject to objection, and standing blanket objections were allowed as to certain lines of testimony. No rulings on evidence were made. • •

Pridr to trial Mrs. Heckman, as guardian, filed a report in which she again alleged the making of the oral agreement (but with her mother as a party) and her performance of its terms. She alleged it was made in 1931, prior to her appointment in 1933, and that the wards were not of unsound mind or incompetent except “that owing to old age, they were troubled with blindness, a certain amount of deafness and some difficulty of speech.” There was no account pleaded of either receipts or expenditures. It was alleged no money or property had come into her hands.

. The special guardian, attorney Newcomb, filed an answer which set out the result of his investigation and prayed the court “to enter such orders and decrees herein as shall be just and equitable and to be performed or carried out by this guardian with respect to such property.”

At the end of the trial the court made findings of fact and conclusions of law in the course of which it was concluded the alleged contract had not been established by the “clear, convincing and satisfactory testimony required.” (There has been no appeal from that conclusion.) Compensation for care and support and allowance for expenditures were, however, decreed. The *81 amount was arrived at by crediting claimant for care and support of the wards at the rate of $65 per month each, plus money expended for taxes, clothing, medical attention, repairs and improvements, and charging her yearly rent at the rate of $7 per acre — all from March 1933 to date of judgment. The judgment is made a lien and the real estate ordered sold for payment of judgment and costs. Only the objectors appeal.

Appellants’ brief reveals just two contentions: 1. Claimant was entitled to nothing, either as compensation for services or expenditures, because she never filed reports as required by statute. 2. The proof was insufficient to support allowance for expenditures.

Appellee’s brief is joined in by both guardian ad litem and special guardian. The real controversy on appeal is therefore one between claimant and the remaining ward, on the one hand, and the objectors, being some of the heirs of the deceased ward and prospective heirs of the living ward, on the other.

I. We find no merit in the proposition that because of failure to file reports claimant may not recover for services and expenditures in furnishing care and support to the wards.

It is to be observed first she was guardian of both persons and property. She is making no claim here for guardian fees or commissions for the management of property or handling of funds. While she claims and the court allows a substantial amount for such expenditures as taxes, repairs and improvements, most of her claim is for care and support of the wards.

The objectors rely on section 668.24.

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Related

In Re Guardianship of Anderson
78 N.W.2d 788 (Supreme Court of Iowa, 1956)

Cite This Page — Counsel Stack

Bluebook (online)
40 N.W.2d 35, 241 Iowa 77, 1949 Iowa Sup. LEXIS 454, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-guardianship-of-odonnell-iowa-1949.