Lewis v. Curnutt

106 N.W. 914, 130 Iowa 423
CourtSupreme Court of Iowa
DecidedApril 10, 1906
StatusPublished
Cited by43 cases

This text of 106 N.W. 914 (Lewis v. Curnutt) 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
Lewis v. Curnutt, 106 N.W. 914, 130 Iowa 423 (iowa 1906).

Opinion

Weaver, J.

On August 25, 1903, Julia E. Crockett, being tbe owner of tbe W. % of tbe S. E. % of section 8, township 90 N., of range 35 W., in Buena Vista county, Iowa, and lot No. 3 in block 42 in the city of Storm Lake, Iowa, conveyed tbe same to “ Calliway 'Curnutt, trustee.” Tbe conveyance was by warranty deed in tbe usual form and for the expressed consideration of “ one dollar and tbe execution of the trust hereby created.” At tbe same time as a part of tbe same transaction the grantor made and delivered to Curnutt another written instrument in-the following form:

I, Julia E. Crockett, of tbe city of Storm Lake, in Buena Vista county, and state of Iowa, do hereby make, constitute, and appoint Calliway Curnutt, of Buena Vista county, Iowa, a trustee, for and in behalf of myself to receive, acquire, take, and bold title to tbe following real es[425]*425tate, situated in the county of Buena Vista and state of Iowa, to wit: The west half (%) of the southwest quarter of section eight (8) in township ninety (90), range thirty-five (35), west of the 5th P. M. Also lot number three (3) in block number forty-two (42) in the city of Storm Lake, according to the recorded plat thereof, from and after my death, and not before, to execute, transfer, and convey perfect title to the above real estate, and also any and all personal property of which I may die seised or possessed, and I hereby empower him to do any act which I could do if present, subject to the following conditions: (1) At my death said trustee shall immediately take possession and have control of all my property both real and personal, and he shall first out of the proceeds of the land above described he shall pay the expenses of my last sickness, funeral expenses, and settlement of my-estate in full. (2) To the Board of Ministerial Belief of the Church of Christ, corporation organized under the laws of the state of Indiana, he shall pay the sum of one thousand ($1,000) dollars, to be applied and used for the relief and support of aged ministers of the gospel of Christ of said Christian Church and their wives. (3) I hereby direct said trustee to give to the National Woman’s Board of Missions,' also a corporation under the laws of the state of Indian, one thousand ($1,000) dollars, said money to be used by them solely in the work of negro education evangelization. (4) I hereby direct that out of the proceeds of said property the said trustee shall pay to my great grandson, Herbert Ainos Lewis, of Storm Lake, Iowa, eight hundred ($800), to be used by his parents in his education. . (5) I hereby direct said trustee that out of the proceeds of said property he is to pay to the Northwestern Missionary Society for the Christian Church seven hundred ($100) dollars, to be used by them only in the northwest district of Iowa, and said sum is to be paid to its secretary. (6) I. hereby direct the trustee named to pay to my grandson, Scribner Herbert Lewis, of Storm Lake, Iowa, all the rest, residue, and remainder of my property after the above provisions are complied with, be the same real, personal, or mixed, and wheresoever located to be his property absolutely, after the five provisions are fully complied with. Lastly, I hereby direct said trustee to sell the real estate above described or so much thereof as is necessary, and first apply the proceeds thereof to the payment of the five first [426]*426provisions hereof, and when they have been complied with to turn over to my grandson all moneys and property then on hand. Dated at Storm Lake, Iowa, this 25th day of August, A. D. 1903. Julia E. Crockett.

In October, 1903, the trustee quitclaimed the above-mentioned lot in Storm Lake to Mrs. Crockett, and thereafter she sold and conveyed it to a third person not a party' to this suit. On December 9, 1903, Mrs. Crockett died intestate, leaving the plaintiff, Scribner Herbert Lewis, as her only heir at law. Thereafter, proceeding on the assumption and claim that the deed and declaration of trust to Curnutt were void, plaintiff brought this action to quiet the title to the eighty-acre tract of land in himself. By their answers and cross-bills the defendants deny the plaintiff’s claim of title and ask to have the deed and declaration of trust confirmed and established according to the expressed intention of their grantor. Replying, the plaintiff alleges that the conveyance to the trustee and the written instrument defining the trust do not in fact create a trust as known or defined by law, but are in the nature of a last will and testament, and, not being executed and witnessed as the statute requires, such testamentary provision is void, and no right or title in the property can be predicated thereon. Upon the issues thus joined the trial court found for the plaintiff and entered a decree quieting the title in him as prayed. The defendants appeal.

i. Testamentary raopERTY°NO!? trusts. The appellee plants his claim to the relief demanded upon the single proposition that the disposition or attempted disposition of her property by Mrs. Crockett was testamentary in character, and the writings, not having- been executed in the manner and form required by statute respecting wills, are without legal force or effect. If the term “ testamentary ” is to be so defined as to include every provison by which a person may in his lifetime direct or control the disposition which shall be made of his property and estate after [427]*427Iris death, then the correctness of the appellee’s theory would necessarily have to be conceded; for it is too clear for controversy that by the deed and trust instrument executed by Mrs. Crockett she sought, while reserving to herself the beneficial use and enjoyment of her property during her life, to designate those who should come into its enjoyment after her death. But not every method by which such ends may be legally accomplished is testamentary. A valid testamentary provision is a provision made by will duly executed in substantial conformity to the law. It speaks, and is intended to speak, from the date of the death of the testator, ancL not earlier. Until' that time the title, legal and equitable, remains unchanged in the testator, and he may sell, convey, and dispose of the same as fully and completely as if no will had ever been made by him. No right, title, or interest of any kind in the thing devised or bequeathed passes to the devisee or legatee until the death of the testator, and not then if it appear that he has otherwise disposed of the subject of the devise or bequest during his lifetime.

But the disposition of property after the death of the owner, the uses to which it shall be devoted, and the designation of the persons who shall then come into its beneficial use and enjoyment, is often effectually accomplished otherwise than by will. Bor .example, the owner of real estate may without any valuable consideration make and execute an ordinary deed of conveyance to a designated grantee, and deposit the same in the hands of a third person, to be delivered to the grantee only upon the death of the grantor, and such conveyance is held to be operative, even though made without the knowledge, or express or formal consent or. acceptance, of the grantee. See Foreman v. Archer, 130 Iowa, -, and cases there cited. This is certainly true where the deposit is made without any reserve power to recall it; but even a reserved power to recall, which is not exercised during the life of the grantor, has been held [428]*428by us not to destroy tbe effectiveness of tbe conveyance. Lippold v. Lippold, 112 Iowa, 134; Newton v. Bealer, 41 Iowa, 334.

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

Related

Garloff v. Shaffer
N.D. Iowa, 2020
Rippon v. Mercantile-Safe Deposit & Trust Co.
131 A.2d 695 (Court of Appeals of Maryland, 1957)
Johnson v. Weldy
54 N.W.2d 829 (North Dakota Supreme Court, 1952)
Schenck v. Schenck
50 N.W.2d 33 (Supreme Court of Iowa, 1951)
Lincoln Joint Stock Land Bank v. Mitchell
33 N.W.2d 388 (Supreme Court of Iowa, 1948)
Atlantic National Bank v. St. Louis Union Trust Co.
211 S.W.2d 2 (Supreme Court of Missouri, 1948)
Klein v. Klein
29 N.W.2d 163 (Supreme Court of Iowa, 1947)
Anderson v. Telsrow
21 N.W.2d 781 (Supreme Court of Iowa, 1946)
Whalen v. Swircin
4 N.W.2d 737 (Nebraska Supreme Court, 1942)
Bowen v. Morgillo
14 A.2d 724 (Supreme Court of Connecticut, 1940)
Young v. Young-Wishard
288 N.W. 420 (Supreme Court of Iowa, 1939)
Citizens & Southern National Bank v. Howell
196 S.E. 741 (Supreme Court of Georgia, 1938)
Beemer v. Challas
276 N.W. 60 (Supreme Court of Iowa, 1937)
Flint v. Varney
264 N.W. 277 (Supreme Court of Iowa, 1935)
Dunn v. Dunn Trust
258 N.W. 695 (Supreme Court of Iowa, 1935)
Gates v. Commissioner
26 B.T.A. 998 (Board of Tax Appeals, 1932)
Trautz v. Lemp
46 S.W.2d 135 (Supreme Court of Missouri, 1932)
Davis v. Rossi
34 S.W.2d 8 (Supreme Court of Missouri, 1930)
Crile v. Commissioner
18 B.T.A. 588 (Board of Tax Appeals, 1929)

Cite This Page — Counsel Stack

Bluebook (online)
106 N.W. 914, 130 Iowa 423, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lewis-v-curnutt-iowa-1906.