Keating v. Keating

182 Iowa 1056
CourtSupreme Court of Iowa
DecidedNovember 17, 1917
StatusPublished
Cited by20 cases

This text of 182 Iowa 1056 (Keating v. Keating) 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
Keating v. Keating, 182 Iowa 1056 (iowa 1917).

Opinion

Weaver, J.

1. Trusts : enforcement of trust: discretion : power of court to review. William Keating, &■ resident of Mahaska County, Iowa, died in the year 1891, survived by several children, among whom the eldest, William H. Keating, was a practicing lawyer, and the youngest, Charles A. Keating, was at that time residing at home, with his father. A few months before his death, he made a will. The instrument was prepared and drawn by his son William H. Keating. In one of the opening clauses of the will, the testator says, in substance, that he has already made what he deems suitable provision for his children other than Charles, and then proceeds with a devise for his benefit, in words as follows:

“Third. I give, devise and bequeath to my son, W. H. Keating, in trust the following described real estate, [describing • a 120-acre tract of land] for the benefit of my son, Charles A. Keating, should he survive me, but should I survive him, then said real estate to vest in fee simple in my said son, W. H. Keating, after the payment of debts as aforesaid.
“However, should my said son, Charles A. Keating, survive me and he prove to be a careful and prudent man, then it is my desire, if my said trustee think best, that he, my said trustee, shall convey by a proper instrument, the title to all of said real estate, in fee simple to my said son, Charles A. Keating. But I hereby expressly declare that my said trusiee shall not be required to convey said real es[1060]*1060tate under any condition, or order of court, except as he may deem for the best interest of my said son, Charles A. Keating; meaning hereby to give unto my trustee, frill power and authority over and control of said real estate, with only the following limitations:
“First: Thatduring the lifetime of my said son, Charles A., should he survive me, I desire that he be provided for, so far as can be, from the proceeds to be derived from the use of said real estate, after payment of taxes and necessary expenses or until such time as my said trustee may deem it advisable and prudent to convey said real estate in fee as aforesaid to my said son Charles A., and this trust is expressly created for the use of my said son Charles A. during his lifetime; but that the fee to said real estate shall be in my said trustee, subject to be conveyed to my said son Charles A. whenever my said trustee deems it advisable as hereinbefore stated; but in case no such conveyance is made by my trustee, then and in that case my said trustee shall be declared the absolute owner thereof and shall have full right and authority to make such disposition thereof as he may deem for the best interest of my estate, and this instrument to be his full and sufficient authority therefor, without any order of any court; subject however, to the life interest as aforesaid of my said son Charles A. should he survive my said trustee.”

William H. Keating was also made executor of the will, without bond. After the testator’s death, William H. Keating assumed charge of the estate, settled its affairs, and received his discharge as executor, From that time until the beginning of this suit, he has continued to hold the title to the land devised to him in trust, as aforesaid, and during that period has exercised control over the land, leasing it, paying taxes and other expenses. From time to time, he has paid sums of money to Charles, as representing income or rents of the property.

[1061]*1061In October, 1914, Charles began this suit in equity, alleging, in substance, that he is a careful and prudent person, within the meaning of the trust created by his father’s .will, and capable of taking proper care of the property devised for his benefit; that he has demanded of the defendant a conveyance of said property to himself and a termination, settlement, - and accounting of and concerning the trust estate; and that defendant has arbitrarily and wrongfully refused said demand, and declared his purpose to permanently retain said title in himself, or convey it to his own daughter.

The defendant admits the will of his father, as stated, but denies that the purposes of the trust created thereby have been accomplished, and alleges that plaintiff is both physically and mentally incompetent to manage and properly care for the property. He further denies the jurisdiction of the court to control his discretion with respect to the trust, and insists that, under the terms of the will, he has full and uncontrolled right and authority to administer said trust as to him shall appear just and right.

Other alleged facts are pleaded in the petition and answer, to which, so far as material to the determination of the rights of the parties, reference will be made in the further progress of this opinion.

The evidence on plaintiff’s part tends to show that, for a period of several years, beginning before his father’s death, he suffered more or less from ill health, which he attributes to an injury to his back, and to the effects of a sunstroke. During the years 1893 and 1894, he attended school to some extent, and did some work as a canvasser in Iowa and Illinois, and followed this with six months’ attendance at Chadwick College; In 1897, he went to Kirksville, Missouri, for osteopathic treatment, and while there, pursued the study of osteopathy. In the following year, he returned to Oskaloosa, where, he says, he asked the defend[1062]*1062ant to convey the land to him. Defendant was then about to leave home, for service in the Spanish War, and, according to plaintiff’s story, said to him that the matter was so fixed that, in case anything should happen to himself, plaintiff would have the farm without any trouble, and that plaintiff was entitled to the farm and should have it. The defendant testifies, in substance, as we understand him, that at this time he did # leave the charge and oversight of the property in plaintiff’s hands, and delivered to him quite an amount of notes and securities, wifh authority to collect. Soon after this, plaintiff settled in Marshalltown, where he practiced osteopathy for two years or more. During this period, he married, and since that time has, with his wife, maintained a home. The marriage'was displeasing to the defendant. In 1900, plaintiff attended and graduated from the Still College of Osteopathy at Des Moines, where, excepting a brief return to Marshalltown, he has ever since practiced his profession. He claims to have earned a respectable living for himself and wife, is carrying $3,000 of life insurance, and has a savings fund of several hundred dollars in the bank. He says, and of this there appears to be no contradiction, that he is not in debt. In support of his claims, he puts in evidence the testimony of his landlord, who has beeh his next-door neighbor for several years,- and knows him quite intimately-, and.of others who have known and employed him in a professional capacity, merchants and grocers with whom he has dealt for years, physiciaps who have treated him, and officers of insurance associations of which he is a member, all of whom know him personally and have opportunity to observe his character and qualities; and all unite in speaking of him as a man not addicted to extravagance or bad habits. He is a member in good standing in prominent fraternal orders, and appears without question to have general recognition as a man of good repute and fair average mental capacity. [1063]

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

Related

Schildberg v. Schildberg
461 N.W.2d 186 (Supreme Court of Iowa, 1990)
In Re Sumpter Estate
419 N.W.2d 765 (Michigan Court of Appeals, 1988)
In Re Gerber Trust
323 N.W.2d 567 (Michigan Court of Appeals, 1982)
Work v. Central National Bank & Trust Co.
151 N.W.2d 490 (Supreme Court of Iowa, 1967)
In Re Estate of Manahan
125 N.W.2d 135 (Supreme Court of Iowa, 1963)
In Re Estate of Tone
39 N.W.2d 401 (Supreme Court of Iowa, 1949)
In Re Estate of Roberts
35 N.W.2d 756 (Supreme Court of Iowa, 1949)
Filzen v. Headley
31 N.W.2d 520 (Wisconsin Supreme Court, 1948)
McClintock v. Smith
29 N.W.2d 248 (Supreme Court of Iowa, 1947)
Weston v. Weston
41 S.E.2d 372 (Supreme Court of South Carolina, 1947)
Cherry v. Commissioner
3 T.C. 1171 (U.S. Tax Court, 1944)
United States v. Dallas Nat. Bank
56 F. Supp. 181 (N.D. Texas, 1944)
Wallace v. Julier
3 So. 2d 711 (Supreme Court of Florida, 1941)
Davidson v. Stagg
22 P.2d 152 (Montana Supreme Court, 1933)
In Re Estate of Skinner
247 N.W. 434 (Supreme Court of Iowa, 1933)
In Re Trusteeship of Cool
230 N.W. 30 (Supreme Court of Iowa, 1930)
Watling v. Watling
27 F.2d 193 (Sixth Circuit, 1928)
Thompson v. Denny
135 N.E. 260 (Indiana Court of Appeals, 1922)

Cite This Page — Counsel Stack

Bluebook (online)
182 Iowa 1056, Counsel Stack Legal Research, https://law.counselstack.com/opinion/keating-v-keating-iowa-1917.