In Re Klepper's Estate

57 N.W.2d 565, 244 Iowa 521, 1953 Iowa Sup. LEXIS 429
CourtSupreme Court of Iowa
DecidedMarch 10, 1953
Docket48172
StatusPublished
Cited by12 cases

This text of 57 N.W.2d 565 (In Re Klepper's Estate) 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 Klepper's Estate, 57 N.W.2d 565, 244 Iowa 521, 1953 Iowa Sup. LEXIS 429 (iowa 1953).

Opinions

Hays, J.

Claimants filed a claim against decedent’s estate for services rendered to decedent and ask for the reasonable value thereof. Defendant-administrator by answer asserts that the services were rendered pursuant to a contract and have been fully paid for; also, that due to a family relationship they were gratuitous. By reply both defenses were denied. The claim was allowed by a jury and the administrator appeals.

Appellant asserts error in the instructions given on both issues, to wit, payment under specific contract, and the family relationship. Appellees assert that there is no showing of a family relationship. No issue is presented as to the rendition of the services nor as to the reasonable value thereof.

The facts are not in dispute. Decedent (Mike Klepper) died in November 1950 at the age of seventy-eight. His wife died in 1942. He is survived by sis children, all adults, including the claimant Henry Klepper. After the death o‘f his wife, Mike Klepper continued to reside on his two-hundred-acre farm. Le-Roy, an adult unmarried son, lived at home with him and helped with the farming. They had a housekeeper. In 1945 LeRoy [524]*524rented the farm on a fifty-fifty basis. His father furnished the necessary farm machinery and paid all of the living expenses, including those for a housekeeper. In April 1945 Mike Klepper suffered .a stroke which left him unable to work but able to be up and around and to take care of himself. Thereafter Dora Kisch, a daughter, managed her father’s affairs, collecting the rents from LeRoy and paying the household bills.

In September 1945 a family conference was held, attended by the six children and Mike Klepper. The purpose thereof was to arrange a plan whereby Mike Klepper could continue to live on the home farm and to reduce the expenses, particularly as to the housekeeper. LeRoy had offered to remain as a tenant and pay one half of the household expenses, including those of the housekeeper. At least part of the family wanted him to pay all of the expenses and to purchase a half interest in the machinery. This LeRoy refused to do.

Henry Klepper, claimant, was at the time forty-eight years of age, married and living with his family on a neighboring farm. He had left his father’s home in 1927 at the time of his marriage. At this family conference and after LeRoy had refused to continue on as a tenant, Henry agreed to lease the farm for the following year. A written lease was entered into, signed by Dora Kisch on behalf of her father. It provided in part as follows:

“Farmed on a 50/50 basis; all income and expense in connection with the operation of this farm will be shared on the 50/50 basis; party of the first part will keep his machinery on the said premises for the use of the second party, the party of the second part will furnish what machinery he now owns, ownership of the said machinery shall remain in the parties as furnished. Party of the first part will reside with the party of the second part, without any further charges whatsoever.”

Pursuant to the lease, Henry Klepper and his family moved onto the farm and into his father’s house in March 1946. In June 1946 Mike Klepper suffered a second stroke which left him a helpless invalid, requiring the care and attention- of an infant. In the fall of 1946 a new lease was executed similar to the first [525]*525one except for the following clause, “In the event that the party of the first part should die before the first day of March 1947, there would be a sale of the items he owns.” A similar lease, except as to the dates, was made in the fall of 1947. Thereafter, until decedent’s death in November 1950, the tenancy was continued under the terms of the last lease. About a year and a half prior to decedent’s death Henry Klepper talked with Dora Kisch concerning pay for care furnished the father.

I. As to the defense of a “family relationship” — At the close of the testimony appellees moved to strike this defense due to a lack of proof to sustain it. This motion was overruled and the same was submitted to the jury. In submitting the same to the jury the court said in Instruction No. 5, “Such relationship imposes mutual duties and responsibilities upon the parties involved, and implies on the part of the one receiving services a duty to return services fairly proportional to those received.” Error thereto is alleged in that it in effect tells the jury that it cannot find a family relationship exists, since under the undisputed testimony the decedent was a helpless invalid and wholly incapable of reciprocating. That the instruction should have been qualified by the word “generally” or “usually” as reciprocal services is not absolutely essential to such a relationship. While such a qualification might properly have been given, we think the instruction correctly states the rule of law as expressed by this court. We said in In re Estate of Talty, 232 Iowa 280, 287, 5 N.W.2d 584, 588, 144 A. L. R. 859:

“The services rendered by appellant for Thomas were entirely disproportionate to what little work the latter was able to do. Reciprocal services were neither exacted nor performed, nor was decedent mentally or physically capable of rendering such services. The presumption of gratuity due to the family relation arises because of the reciprocal character of family duties and services.”

Error is also predicated upon the giving of Instructions Nos. 7 and 11. In No. 7 the jury was told that if a family relationship was shown to exist, then claimants in order to recover must show “(3) That there was an express agreement by which decedent was to pay for such services, or that such services were [526]*526rendered with the expectation on the part of claimants to receive pay therefor, and * * * of decedent to pay.” Instruction No. 11 amplifies the above-quoted part of No. 7. As an abstract legal proposition the instruction is correct. However, the alleged error is that there was no pleading or proof of an express contract and that to submit such to the jury constitutes error. This also is true as an abstract legal proposition, Pierce v. Heusinkveld, 234 Iowa 1348, 14 N.W.2d 275; Jakeway v. Allen, 227 Iowa 1182, 290 N.W. 507, but it does not necessarily constitute prejudicial error, Wilson v. Else, 204 Iowa 857, 216 N.W. 33.

Conceding that the above instructions are erroneous under the instant record, were they prejudicial to appellant? We think not.

The question of a “family relationship” in cases of the type now before us has been considered many times by this court. The ordinary rule is that where one person performs services for another which are known to and accepted by him the law implies a promise to pay. Hopkins v. Convy, 191 Iowa 402, 404, 182 N.W. 225, 226; In re Estate of Beck, 239 Iowa 655, 656, 32 N.W.2d 217, 218. However, where it is shown that the person rendering the service is a member of the family of the person served and receiving support therein, either as a child, a relative or a visitor, a presumption of law arises that such services were gratuitous. Scully v. Scully, 28 Iowa 548; Marietta v. Marietta, 90 Iowa 201, 57 N.W. 708; In re Estate of Bishop, 130 Iowa 250, 106 N. W. 637; Snyder v. Nixon, 188 Iowa 779, 176 N.W. 808; In re Estate of Larsen, 235 Iowa 57, 15 N.W.2d 919.

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In Re Klepper's Estate
57 N.W.2d 565 (Supreme Court of Iowa, 1953)

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Bluebook (online)
57 N.W.2d 565, 244 Iowa 521, 1953 Iowa Sup. LEXIS 429, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-kleppers-estate-iowa-1953.