Jeppesen v. Jeppesen

88 N.W.2d 633, 249 Iowa 702, 1958 Iowa Sup. LEXIS 436
CourtSupreme Court of Iowa
DecidedMarch 11, 1958
Docket49345
StatusPublished
Cited by15 cases

This text of 88 N.W.2d 633 (Jeppesen v. Jeppesen) 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
Jeppesen v. Jeppesen, 88 N.W.2d 633, 249 Iowa 702, 1958 Iowa Sup. LEXIS 436 (iowa 1958).

Opinion

Garfield, J.

The sole question we have is whether, prior to plaintiff’s marriage to decedent, there was a valid delivery of the deed under which defendants claim to be sole owners of the realty in which plaintiff-widow asserts her distributive share.

Following trial the district court held the deed was not so delivered and established plaintiff’s one-third share. While our review is de novo (rule 334, Rules of Civil Procedure) we give weight to the trial court’s findings. Nelson v. Nelson, 249 Iowa 638, 639, 87 N.W.2d 767, 768, and citation; Thompson v. Thompson, 240 Iowa 1162, 1171, 39 N.W.2d 132, 137, and citations.

Knud W. Jeppesen died testate April 8, 1955. He owned the real estate in question, an apartment house in Council Bluffs, from March 1, 1952, at least until he made a warranty deed thereof to defendants on September 22 of that year. Knud married plaintiff August 22, 1953. She was then 60, he 68. They lived in one of the apartments in the building until Knud’s death and plaintiff continued to reside there. Defendants are Knud’s two sons and a daughter by a prior marriage. Plaintiff elected to reject the terms of Knud’s will and take her distributive share, commonly called dower. The will, made in 1948, left all property in equal shares to defendants and named defendant Donald Jeppesen executor. Knud’s first wife, defendants’ mother, died in 1943.

Defendant Franklin Jeppesen testifies his father brought the deed in question to the witness’s home the latter part of September 1952, “said he had done this, it was what he wanted, and asked me to take it and put it in my safety deposit box.” Franklin says he kept the deed in his home about a week, then took it back to his father and he did not see it again during the father’s life.

*705 Over plaintiffs objection to his competency under the dead man statute, section 622.4, Code, 1954, Franklin testifies that in a conversation in which he took no part, in August 1953, his father said plaintiff knew about the deed in question and he and plaintiff had a mutual agreement before they married that their estates would be kept separately and plaintiff, who was present, made no denial.

Defendant Donald Jeppesen says that about January 1, 1953, his father, on his return from Kansas City where his daughter then lived, gave him the deed; after several days he put it in his safe-deposit box in a bank; a considerable time later he removed the deed from the box and left it in a desk in his home, intending to place it in his father’s bank box to which he also had a key; “I can’t say for sure what I did with the deed next. I assumed I had put it in my father’s bank box.” The witness finally concluded the deed must have remained in his desk until he took it, together with his father’s will, to his attorney a few days after his father died on April 8, 1955.

Plaintiff testifies Donald obtained from her one key to decedent’s bank box the day after his death and later obtained from her the other key to the same box. Donald does not deny this. Plaintiff says one key to the box was kept in their desk, the other on her husband’s key ring. Two keys for the box were outstanding. Donald did not enter his father’s box during any time here relevant except on April 11 and 13, 1955.

Donald says, “I either got the will and the deed from the safety deposit box or at least took them out of the box down to the attorney’s office on April 11th or 13th.” This reference is evidently to his father’s box. We understand it is not disputed the will was in that box at testator’s death. Donald later testifies he took the deed from his own desk and the will from his father’s box and took them together to the attorney’s office.

The deed was filed for record with the county recorder, evidently by the attorney for Donald as executor, September 12, 1955, almost three years after its execution, more than two years after plaintiff’s marriage and five months and four days after the grantor’s death. There is no explanation for the delay unless it be that plaintiff did not elect to claim her distributive share until August 29.

*706 Donald testifies that three or four days before plaintiff and his father were married, “They told ns [Donald and wife] * * * she would keep all her property, * * * what he had would all be kept to himself, and at his death everything he had would go to we children and everything she had would go to her child.” Although an attempt was made to show the witness competent to give this testimony notwithstanding the dead man statute (section 622.4) by his saying he took no part in the conversation, it appears from his own evidence he did take part in it.

It is apparent the testimony just quoted and that of Franklin to like effect are quite inconsistent with defendants’ claim the deed had already been delivered with the intention of then conveying title.' It is, however, entirely consistent with the idea the grantor did not intend title to pass until his death. And, as we shall point out, there is much other persuasive evidence that leads to this conclusion. If at the time of this claimed conversation the deed had been delivered to then take effect, or if the apartment building was not to be included in • the agreement testified to, decedent had no real estate except a cemetery lot and no personalty of substantial value to be the subject of agreement between him and his bride.

A half sister of defendants’ mother testifies that in October 1952 she heard decedent say he had deeded the apartment house over to the children.

The above is an indication of the testimony for defendants bearing on the issue of delivery. Plaintiff denies the conversations regarding their property about the time of her marriage to decedent, testified to by Franklin and Donald. She says she knew nothing of the deed until she saw it on the desk in their apartment six weeks to two months before Knud died, he told her it had been in his lockbox before then, none of the defendants ever said anything in her presence about the deed or their ownership of the property. Plaintiff also testifies she and her husband talked of selling the apartment and discussed doing so with Christensen, a realtor; a week after their marriage they paid off the balance of the mortgage on the building; they collected all rents from the apartments and Knud paid all taxes.

There is much evidence from disinterested witnesses that Knud continued in possession and to exercise all rights of owner *707 ship over the building until his death. Some of the tenants say they paid their rent to him or to plaintiff. One of them testifies Knud told him several times he was considering selling the apartment because it was too big and upkeep was too great. The realtor Christensen says decedent talked to him after the marriage about selling the apartment and buying a one-family house, he was asking around $20,000 cash for it, the witness showed the building to a prospective buyer without having it listed. The cashier in the county treasurer’s office testifies Knud paid the taxes in the fall of 1953 and the spring and fall of 1954 and “every once in a while he would gripe about his taxes.”

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Bluebook (online)
88 N.W.2d 633, 249 Iowa 702, 1958 Iowa Sup. LEXIS 436, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jeppesen-v-jeppesen-iowa-1958.