In Re State of Schroeder

293 N.W. 492, 228 Iowa 1198
CourtSupreme Court of Iowa
DecidedAugust 6, 1940
DocketNo. 45241.
StatusPublished
Cited by7 cases

This text of 293 N.W. 492 (In Re State of Schroeder) 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 State of Schroeder, 293 N.W. 492, 228 Iowa 1198 (iowa 1940).

Opinion

Miller, J.

This estate was the subject of a former ap *1200 peal to this court. See Anderson v. Meier, 227 Iowa 38, 42, 287 N. W. 250, 252. It is there pointed out that the wife of the decedent herein, Elsie Haak Schroeder, died January 17, 1937, leaving a will, executed July 5, 1934, by the terms of which she provided for certain specific legacies and bequeathed the balance of her estate, one half to her husband, Dr. Peter H. Schroeder, decedent herein, and one sixth to each of her three sisters. Dr. Schroeder died two days later, January 19, 1937. By the terms of his will, executed February 25, 1925, after payment of debts and funeral expenses, he devised and bequeathed the entire estate to his wife, who was nominated executrix of the estate. Both wills -were admitted to probate. An independent action in equity was commenced to secure a construction of the two wills. The action was dismissed. On appeal from such judgment, we affirmed the same, holding that there was no sufficient showing of grounds for equitable jurisdiction. Our decision, however, was “without prejudice to the right of the plaintiffs to assert their claims herein made in the probate court in the two estates in the settlement and distribution thereof.”

Pursuant to our decision on the former appeal, the questions -there raised have .been reasserted in the probate court in the two estates. The basis for distribution in Mrs. Schroeder’s estate, as fixed by the probate court, is not challenged herein. This appeal involves only the question of the distribution of Dr. Schroeder’s estate.

The administrator, with will annexed, in Dr. Schroeder’s estate filed a report, listing the heirs of Mrs. Schroeder as the devisees of the estate, asserting that all debts have been paid, the estate is ready for distribution, and asking that he be authorized to make distribution to such devisees and close the estate.

The heirs at law of Dr. Schroeder, all collateral heirs, filed •objections to the administrator’s report and proposed distribution, asserting that Dr. Schroeder died after his wife but before he could revoke his will, he was devoted to his brothers and sisters but disagreed with his wife’s relatives; the will manifests an intention contrary to the anti-lapse statute (section *1201 11861 of the Code, 1935) and the devise, to Mrs. Schroeder lapsed at her death; if such devise did not lapse, no election to take under the will was filed, as required by section 12006 of the Code, 193.5, and, the time for filing such election having expired, no such election can be filed;- the two wills are reciprocal wills and, since Mrs. Schroeder did not survive, the devise to her cannot be given effect; under the terms of:the will and the law applicable thereto, the heirs of Mrs. Schroeder are not entitled to receive distribution of the estate as proposed by the administrator. The prayer was that the objections be sustained and that the objectors, as heirs at law of Dr. Schroeder, be ordered to receive all, or at least two thirds, of the estate as intestate property.

t The administrator and the heirs at law of Mrs. Schroeder filed.a motion to strike said objections, asserting 15 grounds in support thereof. Ground No. 7 was. withdrawn. The other 14 grounds asserted the following propositionsThe two wills and the allegations of the objections show that the objectors have no interest in the estate; no facts are asserted which would entitle objectors to relief; .objectors seek to repeal the ántidapse statute and make new wills for the decedents; there is no ambiguity in either will and no evidence is admissible to determine the matters asserted, under the decision in Anderson v. Meier, supra; the two wills are not mutual reciprocal wills because not made at the same time, only one half of Mrs. Schroeder’s estate was bequeathed to Dr. Schroeder, and no facts are alleged as showing an intention to make joint and reciprocal wills; obr jeetors.pléad inconsistent causes of-action; no election is necessary unless there is a surviving spouse; there is no showing that’ Mrs. Schroeder would not have accepted the. devise had she survived; objectors failed to assert their claims within.one year after probate of the will and same are barred; if a devisee dies before the testator, his heirs inherit the devise, unless, from the terms of the will, a contrary intent is manifest, which is not true here; the probate of the will is conclusive,

It will be noted that the motion to strike was in the nature of a demurrer to the objections. It was so treated by the court *1202 and counsel. The motion was sustained, the objectors elected to stand upon the ruling, judgment was entered accordingly and the objectors appeal therefrom.

I. As stated above; appellants, in their objections to the report of the administrator and the proposed distribution of the estate, asserted that the two wills are “reciprocal” wills and, since Mrs. Schroeder did not survive Dr. Schroeder, the devise to her cannot be given effect. Appellants cite the case of Anderson v. Anderson, 181 Iowa 578, 164 N. W. 1042, wherein we discuss at length mutual and reciprocal wills. At page 584 of 181 Iowa, page 1044 of 164 N. W., we state:

“In a joint or mutual will for the benefit of the survivor, there is an element which partakes of the nature of contractual obligation. # * * Much of the confusion and doubt which is liable to arise over cases of this kind is readily removed if we keep in. mind the essential truth that the two instruments constiUite. a single will, and that -it is, in all essential respects, the will. of. the first to die, and when such death occurs and the will-is thereby made effective and is established in probate, such joint or mutual instrument has served its full purpose, and it has no further existence as the will of the survivor.”

An interesting discussion of joint and mutual wills appears at pages 15 to 24 of the Bar Association Section of Volume 24, Iowa Law Review (November 1938) [Iowa Bar Review, Volume V]. It is there pointed out that, under the decisions of this court, “It is the contractual element which distinguishes joint and mutual wills from other wills.” For recent decisions to this effect, see Child v. Smith, 225 Iowa 1205, 282 N. W. 316; Maurer v. Johansson, 223 Iowa 1102, 274 N. W. 99; Maloney v. Rose, 224 Iowa 1071, 277 N. W. 572. In appellants’ objections to the report of the administrator herein, there are no allegations that the two wills were executed pursuant to a contract that they be mutual and reciprocal. The facts which are asserted are wholly insufficient to even indicate that such was the case. Dr. Schroeder’s will, which is the one we are asked to interpret, was executed February 25, 1925. *1203 Mrs. Schroeder’s will was not executed until over nine years later, July 5, 1934. Different attorneys appear as witnesses to the two wills. While Dr. Schroeder gave his wife all of his estate, Mrs. Schroeder gave her husband only one half of the remainder of her estate after making certain specific legacies. The facts, asserted by appellants and shown by the record, are wholly insufficient to support a finding that, when Dr.

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