Kanealy v. Heiserman

57 N.W.2d 799, 244 Iowa 708, 1953 Iowa Sup. LEXIS 431
CourtSupreme Court of Iowa
DecidedApril 8, 1953
DocketNo. 48269
StatusPublished
Cited by3 cases

This text of 57 N.W.2d 799 (Kanealy v. Heiserman) 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
Kanealy v. Heiserman, 57 N.W.2d 799, 244 Iowa 708, 1953 Iowa Sup. LEXIS 431 (iowa 1953).

Opinions

Wennerstrum, J.

By reason of an original writ of cer-tiorari directed to the respondent we are presented the question whether the district court exceeded its authority in its rulings in the particular proceeding which is here under consideration. The respondent has'filed a return wherein is incorporated preliminary proceedings in the estate of Anne W. Lenders, deceased. The particular question presented is whether the court exceeded its authority and jurisdiction in refusing to sustain objections to questions asked a witness pertaining to a joint bank account previously held by the heretofore referred to decedent and Ellen E. Kanealy.

The hearing in the district court developed by reason of an application brought by a temporary executor of the estate of Anne W. Lenders, deceased, for an examination and questioning of Ellen Kanealy, Agnes Kanealy and Katherine K. Miles, sisters of and executrices of the estate of Anne W. Lenders, deceased, pertaining to joint savings accounts. We are particularly concerned with the rights, authority and limitations given the district court under the provisions of section 635.14, 1950 Code. This statute gives to the district court the right to require any person suspected of having wrongful' possession of any of the effects of a deceased to appear and submit to an examination under oath touching such possession or ownership. If on such examination it appears that the person examined has the wrongful possession of any such property, the court or judge may order the delivery thereof to the executor or administrator.

From the return of the writ by the respondent and the record which has been certified to this court we learn that [710]*710A. W. H. Lenders and Anne W. Lenders each made separate wills dated January 8, 1940. At or about that time Mr. Lenders had an estate of approximately $60,000 and Mrs. Lenders had property- of the approximate value of $500,000. In the will of Mr. Lenders there was a conditional bequest of $1000 and the residue of his estate was devised and bequeathed to his wife “to be hers absolutely.” His will further provided that if his wife predeceased him then all .the residue after the payment of taxes and the conditional bequest should go to the surviving of thirteen named beneficiaries in certain proportions. The will of Mrs. Lenders, after making certain specific bequests of clothing and jewelry, bequeathed and devised the residue of her estate to her husband “to be his absolutely”, with the provision that the residue, if her husband predeceased her, should go to the same residuary legatees named in her husband’s will and in the same proportions. They were also set forth in her will. It will be observed that in each of the said wills the devise and bequest is to the surviving spouse “to be (his or hers) absolutely.” Without in any way endeavoring to determine the effect of the claimed mutual wills, we feel we are justified in calling attention to the fact that the residuary legatees were to receive the proportionate division of the estate noted in the will if there be no surviving spouse.

The will of Mr. Lenders was admitted to probate on July 13, 1944, following his death. Mrs. Lenders was named as executrix of her husband’s estate and acted as such to the date of her death on February 3, 1947. There is no question but that she accepted the benefits of her husband’s will. Her will was admitted to probate together with a codicil dated August 3, 1944. In this codicil the petitioners herein were named as executrices of Mrs. Lenders’ estate.

Following the death of Mr. Lenders, Anne W. Lenders transferred, apparently without consideration, money and property of a value in excess of $87,000 to her sisters, the petitioners herein.

By reason of an application presented .to the trial court, wherein the foregoing facts were in part set forth, an order was entered appointing Blake Shipton, an attorney at law, as tempo[711]*711rary executor of the estate of Anne W. Lenders and he was authorized to employ counsel and to institute such proceedings as might be later authorized by the court. This temporary executor made application for an order directing him to commence proceedings against the three sisters named as executrices of the estate of Anne W. Lenders, deceased, and for an order requiring them to appear and submit to an examination under oath pertaining to certain assets which it is claimed belong to the estate of the decedent. Following a hearing on said application the court directed the three sisters to appear before it and submit to such an examination.

In the inventory filed in the estate proceedings of Anne W. Lenders the following is set forth: “Joint savings account, Merchants National Bank, Cedar Rapids, Ellen E. Kanealy or Anne Lenders — $25,963.11.”

In the particular proceeding which is here before us for consideration Ellen Kanealy was called as a witness by the temporary executor, and her testimony, as material to the issues here involved, is in part as follows:

“Q. After Adolph died did your sister establish any bank accounts? A. Yes. Q. In which you participated? A. Yes. Q. And in what bank did she establish those accounts? A. Merchants National of Cedar Rapids. * * * Q. What kind of a bank account was it that your sister Anne established in the Merchants National Bank? A. Well, it was about $600 in a checking account. * * * Q. Now did you and your sister Anne have any other bank accounts? A. Yes. Q. And where did you have those? A. In the Merchants National, Cedar Rapids. Q. And what kind of accounts were those? A. Well, it was a joint account. * * * Q. Was it a savings account or a checking account? A. Savings account. !>i * * Q. And how much was originally deposited in that account? A. $25,000. Q. And who deposited that? A. My sister did; Mrs. Lenders did. Q. Now did you make any withdrawals from that account while she was living? A. No. Q. Did you make any withdrawals from that savings account after she died? A. Not personally, that is not for myself alone. Q. Well, how was this account opened, in whose names was it opened? A. Mine and Mrs. [712]*712Lenders’. Q. Well, if Mrs. Lenders was dead wbo else could withdraw from this account? A. Well, it was mine. * * * Q. Well, when did you withdraw anything from this account? A. Well, it was probably — it was possibly a year or more. Q. A year or more after your sister died ? A. After she died. Q. How much did you withdraw-
“Mr. Elderldn: That is objected to as without the scope of this discovery examination, entirely incompetent, irrelevant and immaterial.
“The Court: * * * she may answer. A. Well, I divided that with — divided it among thé three of us. * * * Q. How much did you divide among the three of you?
“Mr. Elderldn: Just a moment, we renew our objection, the same objection as last above made, wholly immaterial, has gone way beyond the scope of proper examination.
“The Court: She may answer.' A. One third each. Q. Well, how much was it in dollars and cents, Miss Kanealy? * * * A. Well, it was — the amount was a little over $26,000. Q. And you divided that three ways? A. Yes. Q. Did your sister Katherine get one third of it, did you give it to her? A. Yes. Q. Did your sister AgneS’ get another third of it? A. Yes. Q. And you retained one third of it? A. Yes. * * * Q. When did your sister Anne tell you that she wanted you to divide this money three ways after her death, among you and Agnes and Katherine?
“Mr.

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Related

Samek v. Schultz
213 N.W.2d 690 (Supreme Court of Iowa, 1973)
In Re Estate of Samek
213 N.W.2d 690 (Supreme Court of Iowa, 1973)
In Re Estate of Lenders
78 N.W.2d 536 (Supreme Court of Iowa, 1956)

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Bluebook (online)
57 N.W.2d 799, 244 Iowa 708, 1953 Iowa Sup. LEXIS 431, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kanealy-v-heiserman-iowa-1953.