Levis v. HANMOND

100 N.W.2d 638, 251 Iowa 567, 1960 Iowa Sup. LEXIS 596
CourtSupreme Court of Iowa
DecidedJanuary 12, 1960
Docket49740
StatusPublished
Cited by15 cases

This text of 100 N.W.2d 638 (Levis v. HANMOND) 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
Levis v. HANMOND, 100 N.W.2d 638, 251 Iowa 567, 1960 Iowa Sup. LEXIS 596 (iowa 1960).

Opinions

Garfield, J.

—This ? is a suit in equity by Howard H. Levis for specific performance of an alleged oral agreement between [569]*569Dave Flum and his predeceased wife Maud to make mutual wills in which plaintiff, nephew of Maud, was to be beneficiary, subject to the life estate of the surviving- maker. Following trial to the court, relief was denied and plaintiff has appealed. One ground of the trial court’s decision is that it would be inequitable to award specific performance.

August 26, 1939, the alleged mutual wills were prepared by E. E. Poston, then an attorney at Corydon, and executed by Mr. and Mrs. Flum. So far as material Dave’s will provided:

“1. I give * * * Maud Flum all of the property of which I may die seized * * * for and during her lifetime, * * * with the right at any time she chooses to sell any or all part of said property * # * for her own use, comfort and support.
“2. And at the death of my said wife any balance that remains unused I will and bequeath to my nephew, Harland Howard Levis * *

Maud’s will was identical with Dave’s except for transposition of the two names. Maud died May 7, 1945. On September 4, 1945, Dave went to Mr. Poston’s office and said he wanted to draw up another will, that he was having some trouble with plaintiff, they had not been getting along very well, he was going to stay with defendants and wanted to give them his property. Mr. Poston then prepared and Dave executed a new will leaving his property to defendants E. J. Hammond and wife “upon the express condition that they # * * provide a home for me should I become sick or at any time I ask them to * *

After Dave and E. J. Hammond were born to prior marriages Dave’s mother married Hammond’s father. The Flums, who were married in 1901, left no children or other direct heirs. Dave made his home with defendants from October 24, 1945, until he died May 9, 1957. His second will was admitted to probate before this suit was commenced October 30, 1957.

Aside from the terms of the first wills the principal evidence on which plaintiff relies to show they were mutual is this of Mr. Poston:

“They came in for the purpose of making a will or will[s], talking generally of what was going to become of their property and what they wanted to do with it * * *. I think the question came up that Maud said she owned part of the property and [570]*570they agreed then they ought to both have wills. She at that time said — or earlier or later, I am not sure — * * * she had inherited some money from her father’s estate and had put it into this property and it was decided then to draw a will for each of them. * * *
“I explained to them # * * how these wills would control their property and it was in the nature — I don’t now recall what words I used, of course, but told them these wills were in the nature of an agreement and it would control their property no matter what they decided to do later. * * * Yes, they were both well satisfied with that kind of disposition of their property.
“Q. Did both of them tell you on that occasion they wanted it to go to Howard Levis? A. Yes, that was their idea. * * *' They didn’t issue any instructions but the wills were drawn in accordance with their wishes. * * * It was my custom to read it aloud and I presume I read it aloud to them or gave it to them and they read it. I don’t remember which * *

Regarding Dave’s visit to Mr. Poston’s office to have the second will drawn in September 1945, the attorney testified he informed him the previous will “might give you trouble” but Dave replied, in substance, he “didn’t care.” After the second will was executed Mr. Poston gave Dave the earlier one and did not see it again.

Plaintiff’s two propositions for reversal are (1) that the first wills constituted a contractual disposition of the property of both and (2) Dave could not deprive plaintiff of his rights under them by the testamentary disposition contrary to the contractual arrangement between Dave and his wife.

I. We have usually defined mutual wills as those executed pursuant to an agreement or compact between two or more persons to dispose of their property in a particular manner, each in consideration of the other. In re Estate of Johnson, 233 Iowa 782, 786, 10 N.W.2d 664, 667, 148 A. L. R. 748, 753, and citations; Luthy v. Seaburn, 242 Iowa 184, 188, 46 N.W.2d 44, 46, and citations; Barron v. Pigman, 250 Iowa 968, 971, 95 N.W.2d 726, 729.

Proof of an oral agreement to make mutual wills must be clear and satisfactory. Johansen v. Davenport Bank & Trust [571]*571Co., 242 Iowa 172, 173, 46 N.W.2d 48, 49, and citations; In re Estate of Lenders, 247 Iowa 1205, 1213, 78 N.W.2d 536, 541, and citations. We have also said the proof must be clear, satisfactory and convincing. In re Estate of Ramthun, 249 Iowa 790, 799, 89 N.W.2d 337, 342.

While we have never departed from the rule that clear and satisfactory proof is required of such an agreement where specific performance thereof is sought after the death of one party to the claimed contract, we have held it unnecessary that wills contain a memorandum of agreement for mutual wills or by their language show they are the result of such a contract or that the contract be established by direct evidence. Under several earlier decisions the existence of such an agreement might be established by the wills and the surrounding circumstances where it was shown reciprocal wills were those of husband and wife, each acting with the knowledge of the other and the wills were executed at substantially the same time at their joint request. Johansen and Lenders cases, cited last above, and precedents there cited; Allinson v. Horn, 249 Iowa 1351, 1356, 92 N.W.2d 645, 648, and citations.

The Lenders opinion, supra, points out, however, that according to the great weight of authority there must be other evidence than that just referred to of a contract to make mutual wills (page 1214 of 247 Iowa, page 541 of 78 N.W.2d). To like effect are In re Estate of Ramthun, supra, 249 Iowa 790, 801, 802, 89 N.W.2d 337, 344, also Allinson v. Horn, supra, which states: “In recent decisions we have modified the theory that simultaneous execution of reciprocal wills alone creates an inference of the existence of a contract or agreement. We have held that a greater quantum of proof than the execution of the wills is necessary to establish such contract [citations].” (Page 1356 of 249 Iowa, page 648 of 92 N.W.2d) To the same effect is Barron v. Pigman, supra, 250 Iowa 968, 972, 95 N.W.2d 726, 729. See also Note, 44 Iowa Law Review 523, 531-4.

In addition to simultaneous execution of reciprocal wills here we have Mr.

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Levis v. HANMOND
100 N.W.2d 638 (Supreme Court of Iowa, 1960)

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Bluebook (online)
100 N.W.2d 638, 251 Iowa 567, 1960 Iowa Sup. LEXIS 596, Counsel Stack Legal Research, https://law.counselstack.com/opinion/levis-v-hanmond-iowa-1960.