James v. James

105 N.W.2d 498, 252 Iowa 326, 1960 Iowa Sup. LEXIS 685
CourtSupreme Court of Iowa
DecidedOctober 18, 1960
Docket50004
StatusPublished
Cited by6 cases

This text of 105 N.W.2d 498 (James v. James) 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
James v. James, 105 N.W.2d 498, 252 Iowa 326, 1960 Iowa Sup. LEXIS 685 (iowa 1960).

Opinion

Thornton, J.

Plaintiff’s action is brought in three divisions. In Division I he asks a trust be impressed in his favor on all of the property in the estate of his mother, Nora B. James. His claim is, his mother agreed to deed or will her property to him and in consideration thereof he quitclaimed to his mother all of his, plaintiff’s, interest in his father’s estate. In Division III he claims if the contract is not to be fully enforced his brother, defendant Frank James, and his mother fraudulently overreached him by false promises and because of them he quitclaimed all his interest in his father’s estate and refrained from bringing an action to set aside a deed to a 110-acre farm given by his father and mother to defendant Frank James and asks all of the property together with a claim for rent set up in Division II be held to be still a part of his father’s estate and as such be divided between plaintiff and defendant Frank James. He argues he is entitled to this relief because under the circumstances of his conveying to his mother a constructive trust arose and she held the property for his benefit. Division II is a claim for rent due from defendant Frank James to his mother during her lifetime and now a part of her estate.

The answering defendants, Frank James and Verne James, his wife, and Frank as executor of his mother’s estate, admit the *328 conveyance o£ the 110-aere farm to Frank, deny all other allegations, plead laches, and the claim for rent cannot be made by plaintiff, bnt only by the executor of the estate. The district court found for the defendants and dismissed plaintiff’s petition. We agree with this result.

This action is based on dealings between plaintiff, defendant Frank James, and their parents in early winter of 1931. William James and Nora B. James were husband and wife and the parents of plaintiff, whose full name is Richard Howard James, usually called Howard or Bud, and defendant William Frank James, usually called Frank. Frank was 56 and plaintiff 54 years of age at the time of trial.

In 1931 William, the father, owned a 110-aere farm in Shelby County, a 72-aere farm across the county line in Crawford County, and a house and three lots in the town of Astor, Crawford County, Iowa. William and Nora were living in the home in Astor. Frank was living on the 110-aere farm and farming it in partnership with his father, William. Bud, plaintiff here, was living on the 72-acre farm, and farming it under a cash-rent lease with his father. Prior to that the father and two sons farmed all of the land under a three-way partnership, but friction arose and the father had a partnership with each son, and in 1930 started on a cash basis with plaintiff.

The actions of the family of which there is documentary evidence are: On February 7, 1931, William and Nora conveyed the 110-acre farm to Frank by warranty deed reserving to the grantor a life estate. This deed, Exhibit 3 in the record, was recorded February 11, 1931, and recites a valuable consideration. On February 12, 1931, William died unexpectedly and intestate. On February 17, 1931, Frank and his wife together with plaintiff and his wife executed a quitclaim deed to their mother, Nora, to the 72-acre farm and house and lots in Astor. This quitclaim deed recited consideration of natural love and affection, is Exhibit 14, and was recorded February 18, 1931. The notary in Exhibit 3 and Exhibit 14 was R. C. Jackson. On March 27, 1931, Nora executed a quitclaim deed to Frank to the 110-aere farm for a recited consideration of $1. This deed was recorded March 28, 1931, the notary appearing thereon is *329 Douglas Rogers, the attorney who handled William’s estate. It is Exhibit 24. Nora died January 13, 1957, at the age of 81. She left a will executed at Denison, Iowa, on December 10, 1954. The will provided for an equal division of personal effects to plaintiff and Frank, the sale of the farm and Astor property, giving Frank the right to purchase the farm for 90% of the appraised value, the proceeds were to be divided $500 to Regina, plaintiff’s first wife, $300 to each of plaintiff’s five children by his first wife, $100 each to Frank and his wife, Verne, one half of the remainder to Frank, and one half to Frank as trustee in a spendthrift trust for plaintiff to be paid at the rate of $100 per month, and upon plaintiff’s death if not then exhausted to plaintiff’s five children named in the will.

At the time of his death William held three of plaintiff’s notes, one dated September 1, 1929, due in one year in the sum of $1735.10 upon which was endorsed a payment of $200. This note was given for the purchase price of farm partnership property. The other two were for rent, were dated March 1, 1930, due in eleven months, one in the sum of $576 upon which had been endorsed a payment of $40, and the other in the sum of $175. All three of these notes were endorsed “without recourse” by plaintiff and Frank. They were inventoried in William’s estate and delivered by the administrator to Nora. The notes were inventoried in Nora’s estate at no value.

There were also letters between Nora and plaintiff and approximately $1200 worth of notes upon which Nora cosigned for plaintiff and which she paid after he left the 72-acre farm.

As it was apparently a matter of common knowledge among all of the witnesses, a will of the father, executed and burned before his death, should be mentioned. Frank testifies this will was shown to his wife and him at the time his father delivered the deed, Exhibit 3, to him, and after stating “ ‘this is no further use’ ” threw it in the cookstove. The will provided for the estate to be divided between plaintiff and Frank, and their mother was to get the use of it at $3 per acre.

I. It is well settled plaintiff’s proof to establish a contract to devise must be clear, satisfactory and convincing. Sharpe v. Wilson, 181 Iowa 753, 161 N.W. 35; Stennett v. Sten *330 nett, 174 Iowa 431, 156 N.W. 406; Garman v. Wettengel, 199 Iowa 1150, 203 N.W. 266; and Manchester v. Loomis, 191 Iowa 554, 181 N.W. 415. It is equally well settled evidence to establish a constructive trust must be clear and convincing. Pap v. Pap, 247 Iowa 371, 73 N.W.2d 742; and Copeland v. Voge, 237 Iowa 102, 20 N.W.2d 2.

II. Plaintiff claims shortly before the deed, Exhibit 3, was executed by his parents there was a family conference. He testifies his father asked him to come. The parents and two sons were present. He says the deed was discussed and that William and Prank finally prevailed upon Nora to sign. (If there is one thing that stands in this record it is, Nora did not want to sign the deed, Exhibit 3, to Prank. All witnesses agree on this.) In answer to his inquiry as to where he came in, his father said he, plaintiff, would get the lower eighty (the 72-acre farm) after his mother was through with it, he would have to pay his mother $3 per acre as long as she lives. He says:

“They said they would draw up a contract in Manilla. Get E. C. Jackson to draw it up to that effect, and they said they would all have a copy of it. My mother or my dad and Frank said there would be a contract drawn up and we would each have a copy, on this $3.00 an acre deal.”

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Cite This Page — Counsel Stack

Bluebook (online)
105 N.W.2d 498, 252 Iowa 326, 1960 Iowa Sup. LEXIS 685, Counsel Stack Legal Research, https://law.counselstack.com/opinion/james-v-james-iowa-1960.