Leber v. Estate of Lamp

172 N.W.2d 254, 1969 Iowa Sup. LEXIS 928
CourtSupreme Court of Iowa
DecidedNovember 12, 1969
Docket53678
StatusPublished
Cited by25 cases

This text of 172 N.W.2d 254 (Leber v. Estate of Lamp) 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
Leber v. Estate of Lamp, 172 N.W.2d 254, 1969 Iowa Sup. LEXIS 928 (iowa 1969).

Opinion

LARSON, Justice.

This is a declaratory judgment action wherein appellants, the children of a deceased brother and only heirs at law of testator, Maude Leber Lamp, contend that by its terms the will of decedent creates a partial intestacy and that appellants, by rule of statutory descent, inherit the residual estate of which decedent died intestate.

Maude Leber Lamp died on November 23, 1967, and her will, dated July 8, 1963, was admitted to probate on November 30, 1967. Action was commenced by plaintiffs (appellants herein) to construe and interpret Paragraphs Second and Third of decedent’s will on October 17, 1968. All defendants thereafter filed answer denying plaintiffs’ allegation and .prayed for a judgment according to the provisions of the will or according to extrinsic evidence as determined to be necessary by the court. Pursuant to reply, the plaintiffs moved to adjudicate points of law and for summary judgment, as provided in Rule IOS, R.C.P., contending that the dispositive portion of Paragraph Third was in conflict with Paragraph Second, which constituted a repugnancy and therefore was void. Resistance was filed to the motion. Upon these matters issues were joined and the cause was submitted to the court which, on January 13, 1969, held the terms of the will are clear and unambiguous, not subject to construction by extrinsic evidence and construed the will so as to place all the property of decedent into a single trust fund to be administered and distributed for and on behalf of the defendants to the exclusion of plaintiffs. It dismissed plaintiffs’ petition for declaratory judgment and motion for summary judgment, and plaintiffs appeal. We affirm.

In its Conclusions of Law the trial court stated:

“However, * * * the Court feels * * * that the combination of the second and third paragraphs of this will can be properly interpreted as creating a trust which consists of all of the assets of this decedent’s estate and that it was this decedent’s intention that all of his property would be turned over to the trustee and that out of this would be specifically administered the sum of $2,000.00 as the fund for loan purposes to students for the 20-year period, and that the balance of the funds, whether it be considered as the residue of this estate or the balance remaining in the trust, would be divided equally between the Medical College of the University of Iowa and Still College of Osteopathy of Des Moines, Iowa. This Court believes that this will should be interpreted as considering all of the property of this decedent going into a single trust to be administered and distributed under the terms of both the second and third paragraphs of this decedent’s will. * * *

“ * * * it is the ruling of this Court that the net estate of this decedent passes under this decedent’s will by first the $2,000.00 trust fund provided for in the second paragraph to be administered by the trustee for the 20-year period and thereafter the loans to be liquidated and the funds derived therefrom shall be turned over to the Iowa State University for the *256 use of such college in the veterinary department of said institution. That the rest and residue of this estate shall be divided equally between the Medical College of the University of 'Iowa and Still College of Osteopathy of Des Moines, Iowa.”

The relevant part of the will of Maude Leber Lamp is as follows:

“FIRST. I direct that my executor hereinafter named pay all my just debts, including expenses of last illness and burial and costs of administration out of my personal estate.

“SECOND: It is my Will and I direct that my executor hereinafter named convert all of my property of every kind and nature and out of the proceeds remaining I direct that there shall be set aside in a trust fund the sum of Two Thousand and No/100 ($2,000.00) to be used by my trustee to make loans to worthy students for education in the Veterinary School at Iowa State University, such loans to be at the discretion of the trustee, who shall be in the same person as the executor named herein and I direct that said funds shall be loaned and reloaned from time to time and at the end of said twenty (20) year period, said loans shall be liquidated and the funds derived therefrom shall be turned over to Iowa State University for the use of said college in the veterinary department of said institution.

“THIRD: All remaining funds in said trust above referred to I direct shall be used by my trustee to carry out the trust as heretofore stated, and I direct that the remaining funds in said trust shall be divided, share and share alike between the Medical College of the University of Iowa and Still College of Osteopathy, Des Moines, Iowa. It being my intention that none of my family, either my father’s relatives or my brother or his heirs shall in any manner share in my estate.”

In their proposition relied on for reversal appellants contend the trial court erred in failing to hold that the decedent died testate only as to the $2,000 trust specifically described and specifically devised by her and that she died intestate as to the balance, remainder and residue of her property. In their argument they maintain the language used in the first sentence of the third paragraph of decedent’s will is unequivocal and unambiguous and that it cannot by judicial construction be construed to mean something other than what the testator .actually said. They argue that, by the language used, the testatrix had given all the trust funds created in Paragraph Second in the amount of $2,000 to certain defendants, and the residue of the estate remained .as intestate property. They assert that the failure to provide for the complete disposition of the residue of her estate is in no way affected by the language in the second and third paragraphs of the will, citing In re Estate of Fairley, Iowa, 159 N.W.2d 286. Referring to the last sentence in Paragraph Third, they say it may indicate decedent intended to say something she did not say, but that the court cannot remake her will to carry out a possible intent not expressed by her in the will. They make no claim under the will. Their claim is under the rules of statutory descent in accordance with our holding in Ransom v. Mellor, 230 Iowa 451, 297 N.W. 861.

Our question is whether the language used in Paragraphs Second and Third provided for the creation of one trust with two beneficiaries, $2,000 to one and the balance to the other, or only one trust fund of $2,000 as provided in Paragraph Second and the residue as intestate property in Paragraph Third.

I. The rule is well established that a testator’s intention must be gathered from the language of the instrument where such language is reasonably clear and unambiguous. Of course, the question is not what the testator meant to say but what he meant by what he did say. In re Estate of Hogan, 259 Iowa 887, 889, 146 N.W.2d 257, 258; In re Estate of Fairley, supra, *257 Iowa, 159 N.W.2d 286, 288, and cases cited in each. Extrinsic evidence is not admissible to vary, contradict, or add to the terms of a will or to show an intention different from that disclosed by its language.

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Bluebook (online)
172 N.W.2d 254, 1969 Iowa Sup. LEXIS 928, Counsel Stack Legal Research, https://law.counselstack.com/opinion/leber-v-estate-of-lamp-iowa-1969.