In Re the Estate of Thompson

164 N.W.2d 141, 1969 Iowa Sup. LEXIS 728
CourtSupreme Court of Iowa
DecidedJanuary 14, 1969
Docket53315
StatusPublished
Cited by11 cases

This text of 164 N.W.2d 141 (In Re the Estate of Thompson) 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 the Estate of Thompson, 164 N.W.2d 141, 1969 Iowa Sup. LEXIS 728 (iowa 1969).

Opinion

LARSON, Justice.

This is a proceeding in probate upon the application of certain beneficiaries asking that designated real estate be set off to them under the last will and testament of Charles F. and Dorothy E. Thompson. The application was resisted by the residual devisee, Presbyterian Church. Pursuant to hearing, the court granted applicants the relief prayed and resister appeals. The principal issue is the correctness of the court’s construction of paragraph II-D of decedents’ will.

Decedents Charles F. and Dorothy E. Thompson executed a joint last will and testament on February 6, 1960. Paragraph II-D provides in part: “We also devise to the said Henry Ostendorf and Shirley Os-tendorf, or the survivor thereof, the life use of the following described real estate, to-wit: The North fractional Half (N fr ½) of the Northeast Quarter (NE ¼) of Section Five (5), Township Eighty-two (82) North, Range Thirty (30), West of the Sth P.M., Greene County, Iowa, together with forty acres (40A) of our interest in the South Half (S ½) of the Southwest Quarter (SW ⅛), and the West Half (W ½) of the Northeast Quarter (NE ⅛), all in Section Thirty-two (32), Township Eighty-three (83) North, Range Thirty (30) West of the Sth P.M., Greene County, Iowa, and subject to said life use to Henry Ostendorf and Shirley Ostendorf, we devise the remainder of said real estate to said Richard Ostendorf upon condition that he pay the sum of $5,000.00 without interest to the Presbyterian Church of Jefferson, Iowa within two (2) years from the death of the survivor of Charles F. Thompson and Dorothy E. Thompson.”

In their application for admeasurement of their interest by the executors of this will duly admitted to probate, Henry, Shirley and Richard asked that the life use of 40 acres referred to in the will be taken *143 from decedents’ interest in the South Half (S ½) of the Southwest Quarter (SW ¼) of Section 32, and a life use of decedents’ interest in the 80 acres described as the West Half (W ½) of the Northeast Quarter (NE ⅛) set off to Henry and Shirley Ostendorf, and on the condition that Richard pay the Presbyterian Church $5,-000.00, the remainder to him. In other words, applicants claim the bequest was a life estate with conditional remainder in and to three parcels — the home 80 acres, 40 acres in the S ½ of the SW ¼ of Section 32, and all 80 acres of the W !½ of the NE of Section 32.

In its resistance to the Ostendorf application the church claimed a vested interest in all but 40 acres of the testators’ interest in all the described real estate in Section 32. In other words, the church contends, under the plain wording of the will, only 40 acres of the 160 acres described in Section 32 were given to the Ostendorfs, and the balance of testators’ interest therein was given to the church as the residual beneficiary.

The following rough sketch of the tracts of land involved in this controversy may aid in understanding the area and location of this property:

Paragraph I of this will devised the personal property and the life use of all real estate to the surviving testator.

Paragraph II of the will provided:

“The surviving testator of this Will, either Charles F. Thompson or Dorothy E. *144 Thompson, as the case may be, hereby devises and bequeaths by this Will, all property owned by the surviving testator, and the real estate of the other testator, in the following manner:
“A. To our friend, John Butler, now of Jefferson, Iowa, and who was our faithful employee for several years, we give the sum of $1,000.00.
“B. To our grandniece, Judy Thompson, we give our set of Haviland china.
“C. To our grandnephew, Charles W. Thompson, we give the sum of $5,000.00.
“D. To our friends, Henry Ostendorf and Shirley Ostendorf, or the survivor thereof, or to their son, Richard Ostendorf, if neither the said Henry Ostendorf or Shirley Ostendorf, survive us, we give and bequeath all personal effects and furniture and contents contained in our home at the time of the death of the surviving testator, except the set of Haviland china which has been disposed of in Par. II B above. We also devise to the said Henry Ostendorf and Shirley Ostendorf, or the survivor thereof, the life use of the following described real estate, to-wit: The North fractional Half (N fr 1/2) of the Northeast Quarter (NE ⅛) of Section Five (5), Township Eighty-two (82) North, Range Thirty (30), West of the 5th P.M., Greene County, Iowa, together with forty acres (40A) of our interest in the South Half (S 1/2) of the Southwest Quarter (SW ⅛), and the West Half (W ½) of the Northeast Quarter (NE ¡4), all in Section Thirty-two (32), Township Eighty-three (83) North, Range Thirty (30) West of the 5th P.M., Greene County, Iowa, and subject to said life use to Henry Ostendorf and Shirley Ostendorf, we devise the remainder of said real estate to said Richard Ostendorf upon condition that he pay the sum of $5,000.00 without interest to the Presbyterian Church of Jefferson, Iowa within two (2) years from the death of the survivor of Charles F. Thompson and Dorothy E. Thompson.
“E. We hearby give and devise to Elvin Dean Thompson, Alice Ann Andrew, Jean Abbott and Margaret Jongewaard the South Half (S ½) of the Northeast Quarter (NE 14) and the North Half (N '½) of the Southeast Quarter (SE ¼) of Section Five (5) all in Township Eighty-two (82) North, Range Thirty (30) West of the 5th P.M., Greene County, Iowa, in order to carry out the intentions of the Last Will and Testament of Joseph Thompson, deceased.
“F. We hereby give and devise to our friends Donald Hall and Margaret Hall, or the survivor thereof, the life use of the West Half (W ½) of the Southeast Quarter (SEJ4) of Section Sixteen (16), Township Eighty-two (82) North, Range Thirty (30) West of the 5th P.M., Greene County, Iowa, and subject to said life estate, we devise the remainder of said real estate to the children of the said Donald Hall and Margaret Hall. We also devise to the said Donald and Margaret Hall the East Half (E i/2) of the Southeast Quarter (SE ⅛) of Section Sixteen (16), Township Eighty-threé (83) North, Range Thirty (30) West of the 5th P.M., Greene County, Iowa, upon the express condition that said devisees shall pay to the Presbyterian Church, Jefferson, Iowa, the sum of $16,000.00, without interest, within two (2) years from the death of the survivor of either Charles F. Thompson or Dorothy E. Thompson.
“G. To our nephew, Elvin Dean Thompson, we give and devise the life use of the West Half (W ½) and the Southeast Quarter (SE ¼) of the Northwest Quarter (NW ¼) of Section Twenty-two (22), Township Eighty-two (82) North, Range Thirty (30) West of the 5th P.M., Greene County, Iowa, and subject to said life use we devise the remainder of said *145 real estate to the children of the said Elvin Dean Thompson.
“H. To our niece, Alice Ann Andrew, we give and devise the Northeast Quarter (NE J4) of the Northwest Quarter (NW ¼) of Section Twenty-two (22), Township Eighty-two (82) North, Range Thirty (30) West of the 5th P.M., Greene County, Iowa.

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Cite This Page — Counsel Stack

Bluebook (online)
164 N.W.2d 141, 1969 Iowa Sup. LEXIS 728, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-thompson-iowa-1969.