Jeff M. Mueggenberg, Jeanne M. Mueggenberg and Julie R. Martin v. Jim J. Mueggenberg and Janet K. Mueggenberg

CourtCourt of Appeals of Iowa
DecidedJune 29, 2022
Docket21-0887
StatusPublished

This text of Jeff M. Mueggenberg, Jeanne M. Mueggenberg and Julie R. Martin v. Jim J. Mueggenberg and Janet K. Mueggenberg (Jeff M. Mueggenberg, Jeanne M. Mueggenberg and Julie R. Martin v. Jim J. Mueggenberg and Janet K. Mueggenberg) is published on Counsel Stack Legal Research, covering Court of Appeals of Iowa primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Jeff M. Mueggenberg, Jeanne M. Mueggenberg and Julie R. Martin v. Jim J. Mueggenberg and Janet K. Mueggenberg, (iowactapp 2022).

Opinion

IN THE COURT OF APPEALS OF IOWA

No. 21-0887 Filed June 29, 2022

JEFF M. MUEGGENBERG, JEANNE M. MUEGGENBERG and JULIE R. MARTIN, Plaintiffs-Appellees,

vs.

JIM J. MUEGGENBERG and JANET K. MUEGGENBERG, Defendants-Appellants. ________________________________________________________________

Appeal from the Iowa District Court for Crawford County, Duane E.

Hoffmeyer, Judge.

Defendants appeal a partition decree and associated assessment of costs.

AFFIRMED IN PART, REVERSED IN PART, AND REMANDED.

David M. Repp, Thomas D. Hanson, and William M. Reasoner of Dickinson,

Mackaman, Tyler & Hagen, P.C., Des Moines, for appellants.

Brant D. Kahler of Brown, Winick, Graves, Gross and Baskerville, P.L.C.,

Des Moines, for appellees.

Heard by Vaitheswaran, P.J., and Tabor and Badding, JJ. 2

BADDING, Judge.

Jim and Janet Mueggenberg (defendants) appeal a district court ruling on

a petition for partition in kind filed by their siblings, Jeff and Jeanne Mueggenberg

and Julie Martin (plaintiffs). The defendants argue the court’s division of the

property was inequitable, the court erred in taxing the plaintiffs’ attorney fees as

costs, and the court erred in its overall assessment of costs. We affirm in part,

reverse in part, and remand.

I. Background Facts and Proceedings

The sibling parties collectively own 179.61 acres1 of agricultural real

property as tenants in common, each owning an undivided one-fifth interest. The

following image is an aerial map of the property.2

1 This includes 171.59 acres of tillable cropland and 8.02 waste acres consisting of road rights of way and a pond. 2 The cutout in the southeast quadrant consists of property owned by a third-party

who has traditionally cash-rented the farmland from the parties. 3

The real estate qualifies as “heirs property,” as defined in Iowa Code section

651.1(5) (2019). A wind turbine operated by an energy company is on the

northeast quadrant of the property, and the parties receive annual wind easement

payments from the company.3 The property has an above-average corn-suitability

rating (CSR2).

The plaintiffs started this partition action in April 2019, requesting partition

in kind. In February 2020, on the parties’ joint motion, the court entered an initial

decree and appointed a referee. The referee later recommended the appointment

of three appraisers, which the court approved. In June, based on the three

appraisals, the referee filed his opinion that the value of the property was

$1,450,600.00, or $8076.39 per acre.4 Under Iowa Code section 651.28(2), the

defendants objected on the grounds that (1) the referee’s mean-based

reconciliation of the appraisal values included the “materially lower” value reached

by Agri-Management; (2) the appraisers did not consider rental price; (3) the

appraisers undervalued the turbine on the property; (4) one appraiser used an

incorrect tillable-acres figure; and (5) only one of the partition-in-kind proposals

3 The energy company was initially named as a defendant, but it has no ownership interest in the subject property and is not involved in this appeal. The parties agreed the company was merely an interested party in the litigation. 4 The referee reached these figures by averaging the valuations provided by the

three appraisers: $1,481,800.00 by Stalcup Ag Service; $1,500,000.00 by Vander Werff Associates; and $1,370,000.00 by Agri-Management Services. Only the Agri-Management appraisal concluded the wind turbine had an added value of $48,489.51, and that appraisal factored in the income from wind-lease payments into each of its cost, income, and sales-comparison approaches to valuation. Yet, the Agri-Management appraisal remained the low outlier, despite including the wind income. Later, as will be discussed, the referee recommended tacking on the $48,489.51 in added value from the turbine. 4

considered the value of the turbine, and that proposal used an insufficient value

for the turbine’s “stream of revenues.”

In October, a hearing was held to determine fair market value. In its ruling,

the court found the referee and each appraiser was competent in property

valuation and, while different valuations were reached by different means, the

defendants offered no evidence to show any of the appraisals were not credible or

were based on “any significant error.” The court accordingly adopted the referee’s

valuation as the fair market value of the property. See Iowa Code § 651.28(4).

In November, the referee submitted a partition recommendation report that

revisited the issue of the wind turbine on the property. Two of the appraisers,

Stalcup Ag and Vander Werff, concluded the presence of the wind turbine did not

increase or decrease the value of the property. The third, Agri-Management,

assigned a discount rate of 12% and reached a net present value (NPV) for the

future income in the amount of $48,489.51.5 Based on his assessment, the referee

opined the turbine adds value to the property that should be accounted for. After

more research, the referee found the 12% discount rate used by Agri-Management

was appropriate.

Turning to his recommended options, the referee believed partition into five

equal parcels would be unworkable given the property’s topography, differing soil

quality, the wind turbine, and the parties’ mutual desire to no longer deal with one

another. So the referee recommended two options, each involving roughly 60%

5 The report explained $158,285.21 would be paid over the remaining twenty- three-year term of the wind easement agreement—with $5,487.45 being paid in 2021 and a “2% annual escalator” thereafter—which will expire in 2043 unless the energy company exercises its option to extend the term for another fifteen years. 5

of the value of the property going to the three plaintiffs and the remaining

approximate 40% of the value going to the two defendants. Option A called for the

defendants to be awarded the north 62.00 gross acres, of which 59.00 acres are

tillable, and the plaintiffs to be awarded the south 117.61 gross acres, of which

112.59 acres are tillable.6 The wind facilities would be located on the defendants’

portion, and they would be entitled to all future wind easement payments from the

energy company.

Based on these figures, a quick number crunch shows the following

proportional shares between the parties under Option A:

Option A Party Acres $/Acre Acre Value Wind NPV Total Value Proportion Plaintiffs 117.61 $8076.39 $949,864.23 $0.00 $949,864.23 63.36% Defendants 62.00 $8076.39 $500,736.18 $48,489.51 $549,225.69 36.64%

On the parties’ joint motion following submission of the referee’s report, the

court ordered the property to be partitioned in kind pursuant to Iowa Code section

651.30 and set a hearing to determine how that would be accomplished. At the

start of the hearing, the parties stipulated to the court’s adoption of Option A or a

variation of it. The plaintiffs requested Option A “as is,” while the defendants

agreed Option A would be appropriate if modified to give them more acres. The

defendants generally submitted they were entitled to 40% of the total tillable

acres—68.64 acres—but Option A only provides them with 59.00 tillable acres.

The following aerial map shows the partition under Option A as originally proposed

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Van Sloun v. Agans Bros., Inc.
778 N.W.2d 174 (Supreme Court of Iowa, 2010)
Hawk v. Council Bluffs Airport Authority
720 N.W.2d 191 (Court of Appeals of Iowa, 2006)
Mahon v. Mahon
133 N.W.2d 697 (Supreme Court of Iowa, 1965)
Wellmark, Inc. v. Polk County Board of Review
875 N.W.2d 667 (Supreme Court of Iowa, 2016)
Russell L. Newhall v. Marcia Elaine Newhall Roll
888 N.W.2d 636 (Supreme Court of Iowa, 2016)
Hawk v. Day
126 N.W. 955 (Supreme Court of Iowa, 1910)

Cite This Page — Counsel Stack

Bluebook (online)
Jeff M. Mueggenberg, Jeanne M. Mueggenberg and Julie R. Martin v. Jim J. Mueggenberg and Janet K. Mueggenberg, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jeff-m-mueggenberg-jeanne-m-mueggenberg-and-julie-r-martin-v-jim-j-iowactapp-2022.