Lockie v. Baker

218 N.W. 483, 206 Iowa 21
CourtSupreme Court of Iowa
DecidedMarch 13, 1928
StatusPublished
Cited by13 cases

This text of 218 N.W. 483 (Lockie v. Baker) 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
Lockie v. Baker, 218 N.W. 483, 206 Iowa 21 (iowa 1928).

Opinion

De Graff, J.

The plaintiff Mrs. M. Avis Lockie and the defendants Alanson Baker and Sarah Talbott are the only surviving children of Mary E. Baker, who died testate on the 21st day of August, 1926. The will was filed for probate in the office of the clerk of the district court of Iowa in and for Plymouth County, and October i, 1926, was the da|te fixed, upon due notice, for hearing on the matter. No contest was made or objections filed in probate. The three children were named as beneficiaries in said will, but the estate of the testatrix was not divided equally among her said children. The plaintiff received the smallest share, and this fact is the provocation of the instant action, based on an alleged oral agreement between the plaintiff Mrs. Lockie and the other two beneficiaries named in the will.

It appears that, on the day following the mother’s funeral, the son, Alanson Baker, produced the will, and it was read by him in the presence of all of the beneficiaries. There was little said at that time concerning the terms of the will, but the plaintiff Mrs. Lockie did express disappointment.

On the 3d day of October, 1926, at the home of plaintiff’s sister, Mrs. Sarah Talbott, in Akron, Iowa, there was a meeting of the beneficiaries. This meeting was arranged by plaintiff. She testified:

“We [M. Avis Lockie and husband] went there with the intention of having a settlement of the differences in the will, so that we would not have to have a case in court and the will broken, and we talked that over. I told them, if there wasn’t some settlement or agreement before the time of the probating of the will [the next day], that we would contest the will. I *23 said I would contest the will if there wasn’t some agreement made that was somewhere near fair.”

It is quite apparent that the controversy from the beginning is predicated on the thought and belief of the plaintiff Mrs. Lockie that she was entitled to a larger share in the estate than was given to her under the provisions of the will of her mother. Undoubtedly she had intimated an intention to contest the will, and it is her claim that, to avoid the threatened contest, the defendants agreed to pay her $14,000. The defendants specifically denied, in answer, that they made or entered into the contract as alleged by plaintiff, or any contract of any kind or character by which they agreed to pay to the plaintiff the sums alleged in the plaintiff’s petition. The defendants further pleaded that the alleged contract of settlement is and was without any consideration.

This case does not present what is commonly denominated a “family settlement.” There was no family difficulty. Amicable relations existed between the parties, and the sole basis for any disappointment on the part of Mrs. Lockie was the share she was devised by her mother. She felt that the other beneficiaries should make contribution to her, in order that the estáte of her mother should b,e more equally and equitably distributed than as provided in the will. As a matter of law, the daughter, Mrs. Lockie, was not entitled to any share in the estate. The mother had the legal right to make and execute the will as it was made.

There is no claim or evidence in the instant case that discloses any legal ground or basis for the contest of the will of Mrs. Baber. Plaintiff (Mrs. Lockie) in fact admits this proposition. In her judgment, the will was unjust, and she thought that, as the daughter of the testatrix, she had not been treated right. The record is as follows:

“Q. And you hadn’t said anything then [prior to the meeting of the beneficiaries at the Talbott home] about contesting, had you? A. No, I hadn’t said anything about it, but I thought it very unjust. Q. And what you thought or claimed about the will was that you thought you had not been treated equally with the other children? A. I thought it was unjust. *24 I thought I wasn’t treated right. Q. That is all that you claim; that is all that you claim now, isn’t it? A. Y,es.”

There is no claim of fraud, undue influence, or lack of testamentary capacity. The quite universal rule is that, to sustain a compromise and settlement, it must appear that the claim or controversy settled, though perhaps not in fact valid in law, was presented and demanded in good faith, and upon reasonable grounds for inducing the belief that it was enforcible. Montgomery v. Grenier, 117 Minn. 416 (136 N. W. 9) ; Sullivan v. Collins, 18 Iowa 228.

There is one pertinent and controlling question in this case. Was the oral agreement, if made, as alleged by plaintiff, a valid, and therefore enforcible, agreement by specific performance? In an action for specific performance, the burden is on the plaintiff to establish the alleged contract, and the evidence must be clear, satisfactory, and convincing. Specific performance is not granted as a matter of right in every case. Wilken v. Voss, 120 Iowa 500; 4 Pomeroy’s Equity Jurisprudence (4th Ed.) 3319, Section 1400. Contracts, to be specifically enforced, must be so certain and definite in their terms as to leave nothing to conjecture, or to be supplied by the court. The terms must be certain and complete in themselves. Marti v. Ludeking, 193 Iowa 500. A court of equity may properly refuse specific performance of an agreement of doubtful mutuality. The minds of the parties must fully meet on the terms of the contract sought to be specifically enforced. Briles v. Goodrich, 116 Iowa 517.

The plaintiff in the instant case declared upon an-express oral contract, and the plaintiff alleges, inter alia, “that the oral agreement was therein entered into by and between M. Avis Lockie, Sarah Talbott, and Alanson Baker.”

By virtue of the terms of this agreement, the plaintiff claims that Sarah Talbott was to pay $4,000, and Alanson Baker was to pay $10,000, in settlement of the proposed contest of Mary E. Baker’s will. This allegation is specific and unambiguous. The prayer of the plaintiff is for a decree of specific performance of the contract on the part of the defendant appellees. A reading of the record makes it plain that there is no certainty in the evidence as to what actually transpired *25 in the conversation between the parties when they met at the home of Mrs. Talbott on the eventful Sunday morning. There is no certainty as to what the actual agreement was, if one was made. There .was no proof that Mrs. Talbott agreed or acquiesced to the terms of any contract. The most that can be said is that there was a disposition on the part of Mr. Baker and Mrs. Talbott’s husband to contribute something to Mrs. Lockie, to make a more equitable distribution of Mrs. Baker’s estate. • It appears that Mrs. Talbott did not agree to any specific proposition. To illustrate this,-we quote from the record:

“Q. You [Mrs. Lockie] didn’t have any talk personally about the matter with Mrs. Talbott at all, did you? A. No, only as we talked as we were all together. Q. I say you didn’t have any other talk, nor did Mr. Lockie, with Mrs. Talbott, did he? She never said that she would do anything herself? You never heard her, when in your presence, say to Mr. Lockie or anyone that she would pay you anything, or would do anything? A.

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Bluebook (online)
218 N.W. 483, 206 Iowa 21, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lockie-v-baker-iowa-1928.