Lehr v. Switzer

239 N.W. 564, 213 Iowa 658
CourtSupreme Court of Iowa
DecidedDecember 16, 1931
DocketNo. 41018.
StatusPublished
Cited by19 cases

This text of 239 N.W. 564 (Lehr v. Switzer) 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
Lehr v. Switzer, 239 N.W. 564, 213 Iowa 658 (iowa 1931).

Opinion

Faville, C. J.

Samuel Switzer died testate in Linn County, Iowa, in December, 1926. At the time of his death he was *659 the owner.of an undivided one-half interest in certain lots lor cated in Mount Yernon, Linn County, Iowa, and was the owner of a certain tract of real estate in Audubon County, Iowa. By the terms of the will of the said Samuel he bequeathed $1 to.a son, Franklin D. Switzer, and divided all the rest and residue of his property among his four children, Nellie G. Lehr, Kate Switzer, Mary Sophia Walton, and Wesley G. Switzer, in equal parts, share and share alike. It appears from the record that the daughter Mary Sophia Walton had died prior , to the death of the testator Samuel, and had left surviving her eight children as her sole heirs at law. This action was commenced by Nellie G: Lehr to partition said described real estate. All the other beneficiaries under said will and the heirs of the deceased daughter, together with certain other parties, were made defendants in the action. As to certain defendants it was alleged that they made some claim to the one-fourth interest in the land in Audubon County which passed to the son Wesley under the .terms of the will of said decedent. The appellant Weighton was one of such defendants, and he answered the petition, claiming ownership of the one-fourth interest in the land which would pass to the beneficiary Wesley under the terms of the will of the. testator, it being the contention of said Weighton that the . said ónefourth interest was sold to him under an execution by -the sheriff of Audubon County on April 5, 1927; that the said Weighton obtained a sheriff’s deed to the interest of the said Wesley in said property on April 7, 1928. Wesley and his wife were nonresidents of Iowa and were served by publication only, and, no appearance being made for them, default was entered against them. On November 16, 1929, the court entered a decree in said partition suit, establishing the interest and shares of each of the parties except as to the interest of Wesley in and to the land in Andubon County, and as to the issues raised by the answers of the defendants, claiming an interest in the share of the said Wesley in the Audubon County land, the court continued the matter for further hearing ánd determination, but ordered the said óne-fourth share to be sold and the proceeds thereof held by the referee in lieu of .the land. Thereafter the appellant Weighton filed a cross-petition claiming title to 'the share of the said Wesley in said land' under said will and in the proceeds thereof by virtue of the sheriff’s deed above re *660 ferred to. Thereupon the appellee Nellie and the eight appellee heirs of Mary Sophia filed their answer and cross-petition wherein they alleged that on the 10th day of April, 1930, the said Wesley had filed in the office of the clerk of the district clerk of Linn County, in the proceedings in probate in the matter of the estate of said testator, a renunciation of all benefits accruing to him under the will of the said testator, and alleging that by reason of said renunciation the share of the said Wesley to the land in Audubon County which would have passed to him under said will vested in the said Nellie Gr. Lehr and the heirs of the deceased daughter Mary Sophia and the daughter Kate, and asking that the right thereto be established in them. To this answer and cross-petition the said Weighton in turn filed an answer and pleaded the decree of the court entered on November 16, 1929, in the partition suit, as a final determination that Wesley owned an undivided one fourth of said real estate. A hearing was had, and on or about September 23, 1930, the court entered a supplemental decree holding that the renunciation by Wesley was good and valid and that he receivéd nothing under the will of his father in the land in Audubon County and that the levy of execution thereon was invalid and that nothing passed to Weighton under the sheriff’s deed. It is from this supplemental decree that Weighton prosecutes this appeal.

In its final analysis the ultimate question for our determination. is whether or not the renunciation of Wesley, filed after the sheriff’s deed to appellant, is valid and binding. Said renunciation was filed on or about April 10, 1930, and is as follows :

“Comes now Wesley Gr. Switzer, a son of Samuel Switzer, deceased, and does hereby by this instrument definitely and finally renounce and reject any and all bequests, gifts and share in the estate of my father, Samuel Switzer, deceased, which I might -have under the Last Will and Testament of my said father, Samuel Switzer, who died on or about the 1st day of December, 1926, at Mount Vernon, Iowa, which will is now on file in the office of the Clerk of the District Court of Iowa in and for Linn County and was admitted to probate in the District Court of Iowa in and for Linn Co-unty on or about the 6th day of January, 1927, and is recorded in Probate Record *661 of the District Court of Linn County, Iowa, in Yol. Ill at page 417.
“And I further renounce and reject any and all provisions for my benefit under the said Last Will and Testament above mentioned and referred to with any .and all interest "in the estate of my said father under said will and in the estate of my said father however arising and I refuse to accept any and all provisions of said will.
“Dated this 19th day of March, A. D. 1930, at Spokane, Wash.
“AVesley G. Switzer.”

That a beneficiary under a will has the right to file an unconditional and final renunciation of all benefits granted him under the will and that his creditors cannot complain of such renunciation is well established by our decisions. Brightman v. Morgan, 111 Iowa 481; Robertson v. Schard, 142 Iowa 500; Schoonover v. Osborne, 193 Iowa 474; Funk v. Grulke, 204 Iowa 314.

AVe find nothing in the record that estops AVesley from filing said renunciation. AVesley was a non-resident of Iowa. So far as appears he did no affirmative act or thing to -lead appellant to believe that he intended to take under the will of his father Samuel. There is no claim that he ever asserted any rights whatever under said will or claimed any interest whatever in the premises in question by virtue thereof. No one appears to have been misled by any act or declaration of AVesley’s with respect to said will or his rights thereunder. It is true that a long time elapsed after the death of the testator before the renunciation was filed, but it does not appear that appellant or anyone else suffered by the delay. It is true that there is a presumption that a beneficiary accepts the terms of a will that are beneficial to him, but this presumption is overcome by a complete renunciation. There is nothing in the record 'to show that AVesley ever knew of the levy of execution by appellant or the sale and sheriff’s deed of his purported interest in the real estate in question.

We fail to find anything in the record that works an estoppel against Wesley or impeaches the validity of the renunciation.

II. It is contended that the original decree in the *662 partition suit was an adjudication that Wesley had a one-fourth interest in the Audubon County land. The original decree recited :

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Bluebook (online)
239 N.W. 564, 213 Iowa 658, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lehr-v-switzer-iowa-1931.