Kerndt v. Kerndt-Zirbes

103 N.W.2d 733, 251 Iowa 963, 1960 Iowa Sup. LEXIS 615
CourtSupreme Court of Iowa
DecidedJune 14, 1960
Docket49975
StatusPublished
Cited by5 cases

This text of 103 N.W.2d 733 (Kerndt v. Kerndt-Zirbes) 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
Kerndt v. Kerndt-Zirbes, 103 N.W.2d 733, 251 Iowa 963, 1960 Iowa Sup. LEXIS 615 (iowa 1960).

Opinion

Peterson, J.

Charles M. Kerndt was a resident of Lansing, Iowa. He was a widower, ninety years of age. In 1957 he fell in the bank and dislocated his shoulder and it was necessary to take him to a hospital at LaCrosse, Wisconsin, about thirty miles away. He had been there five weeks when he insisted on being taken home. He owned a home at Lansing in which he and his son Theodore A. Kerndt and his son’s wife lived.

When his father wanted to come home, Theodore telephoned his sister, Mrs. Zirbes, in Chicago and asked her if she would get their father at LaCrosse and bring him home. She did so, but they only stayed in the home overnight. Theodore told his sister that he could not keep his father in the home “in that condition” and she would have to take him to her home in Chicago. The record is silent as to what the brother meant when he said “in that condition.” Mrs. Zirbes took him to Chicago *965 and kept Mm for nine months, which were the closing months of Ms life. He died May 2, 1958.

He left a will and his son Theodore was appointed executor. Outside of some personal bequests he left Ms property equally to his four children: Theodore, Richard, Arthur and Mrs. Zirbes, share and share alike.

On August 28, 1958, Mrs. Zirbes filed a claim in the estate as follows: “Claim of Estate

“To Theodore A. Kerndt Executor of the Estate of Chas. M. Kerndt, deceased, in account with Paula Zirbes, debtor.
“Professional nursing service from August 3, 1957 to May 2, 1958, $850.00. [Duly verified.]”

Theodore A. Kerndt, the executor, filed Ms final report on July 7, 1959, and in the report he stated with reference to the claim of Mrs. Zirbes and one other claim: “That this executor does not have information or knowledge nor proof sufficient to form an opinion as to the validity of such claims, and therefore denies same, and places said claimants on strict proof thereof.”

In addition to the denial of the executor contained in Ms final report the son Arthur M. Kerndt filed the following: “Come now Hart & Hart and enter their appearance for the legatee Arthur M. Kerndt, and join with the executor in the denial of and objections to the allowance of the claims of Lydia Kerndt and Paula Zirbes.”

The claim of Mrs. Zirbes was tried to the court. Objection was duly made on behalf of appellant to the competency of Mrs. Zirbes, which was overruled by the trial court.

The court entered findings of fact and judgment allowing the claim in the amount as filed.

Arthur M. Kerndt appealed and assigned three errors: 1. The court erred in rendering judgment and decree for claimant because there was no evidence that the claimant ever rendered any services to the testator. 2. The court erred in overruling objections and motions to strike urged by appellant to the testimony of claimant. 3. The court erred in basing its ruling on a theory that was never pleaded and on which no evidence was offered.

*966 We will consider errors’ 1 and 2 together.

I. Claimant was the only witness, and the only testimony appearing in the record in support of her claim is as follows: “I presented a claim for $850. Claim was for nursing service for nine months.” She- was not a competent witness in view of the provisions of section 622.4, 1958 Iowa Code. This statement involved a transaction with her father. Failure of the trial court to sustain the objection of appellant as to her competency was prejudicial error-. The plain provisions of the statute and numerous decisions sustain this position.

The pertinent parts of section 622.4 are as follows: “No party to any action or proceeding, nor any person interested in the event thereof, * * * shall be examined as a witness in regard to any personal transaction or communication between such witness and a person at the commencement of such examination deceased. *•'* Wilson v. Wilson, 52 Iowa 44, 2 N.W. 615; Cowan v. Musgrave, 73 Iowa 384, 35 N.W. 496; Herring v. The Estate of Herring, 94 Iowa 56, 62 N.W. 666; Ballinger v. Connable, 100 Iowa 121, 69 N.W. 438; Sheldon v. Thornburg, 153 Iowa 622, 133 N.W. 1076; Yoder v. Engelbert, 155 Iowa 515, 136 N.W. 522; In re Estate of Kahl, 210 Iowa 903, 232 N.W. 133; Griffith v. Portlock, 233 Iowa 492, 7 N.W.2d 199; Maasdam v. Estate of Maasdam, 237 Iowa 877, 24 N.W.2d 316; In re Estate of Smith, 240 Iowa 499, 36 N.W.2d 815, 8 A. L. R. 2d 640; In re Estate of Fili, 241 Iowa 61, 40 N.W.2d 286.

This action is at law. It is not triable de novo. If there was’ sufficient evidence to sustain the claim of appellee, although disputed, and considering the evidence in the light most favorable to appellee, the findings -of fact of the trial court would be binding upon this court. However, since we cannot consider the one and only statement in the evidence as to nursing, the result is there is no' evidence in the record to sustain the findings of fact of the trial court.

•In re Estate of Kahl, supra (pag-e 911 of 210 Iowa), we said: “Furnishing meals and rendering sérvice as a practical nurse by the claimant to the deceased necessarily constitute- a personal transaction between them. * * # At least two parties are necessarily involved, where service is rendered: one who *967 renders, and the other who receives, the service. * * * The rule of our previous cases is "that a claimant seeking to recover. against an administrator for work or services -performed for the- deceased is an incompetent witness to testify -as- to the service performed, or to any fact which tends to establish an express or implied contract between himself and the' deceased-.”

Maasdam v. Estate of Maasdam, supra, was an action where a daughter filed a claim against her' deceased father’s estate for recovery on quantum meruit for services rendered the father. The-court said at page 886 of 237 Iowa: “But the fact that she sued upon a quantum meruit does not avoid or>‘lessen the burden and necessity of - meeting the demands of section 11257 of the Code of 1939 [now section 622.4]. * * * In seeking to prove any such arrangement the section must not be violated.”

Herring v. The Estate of Herring, supra, was a claim of a brother-in-law against the estate of the widow of his brother for services rendered and some cash items paid- out. There: was a verdict for plaintiff which was reversed. The court stated at page 59 of 94 Iowa: “* * * the ruling of the court cannot be sustained. It is in direct conflict with the cases of Peck v. McKean, 45 Iowa 18; * * * Wilson v. Wilson, 52 Iowa 44 [2 N.W. 615], and other cases in this court in which the rule has been established that, where it is sought to-recover against an administrator for work or services performed with the knowledge or assent of the deceased, the party seeking to recover cannot testify as a witness that he performed the work or services.” ■

In Griffith v.

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Bluebook (online)
103 N.W.2d 733, 251 Iowa 963, 1960 Iowa Sup. LEXIS 615, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kerndt-v-kerndt-zirbes-iowa-1960.