Lowery v. Lowery

117 Iowa 704
CourtSupreme Court of Iowa
DecidedApril 10, 1902
StatusPublished
Cited by3 cases

This text of 117 Iowa 704 (Lowery v. Lowery) 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
Lowery v. Lowery, 117 Iowa 704 (iowa 1902).

Opinion

Ladd, O. J. —

1 The only controverted issue in this case :is whether William 0. Lowery became owner of the farm • of 424 acres under a contract with or gift from his mother, .Lydia A. Lowery, in January, 1893. As she was dead at the time of his examination as a witness, he was not competent to testify to any personal transaction or communication h^d between him and her. Code, section 4604. Not a circumstance in the entire record obviates the rule excluding such testimony, and it must be disregarded. It should have been omitted from the abstract and not resorted to in argument.

[707]*7072 [706]*706II. For the purposes of this case it may be conceded rbhat William C. Lowery had an oral understanding or [707]*707agreement with his mother, Lydia A. Lowery, about January 10, 1893, by the terms of which she was to convey to him the farm on the conditions stated in the deed forwarded by him to her for execution. Eliminating so much of his testimony as was inadmissible, and treating her correspondence, in which the correctness of the stipulation therein contained was not questioned, as in the nature of an admission of its accuracy, this conclusion may be reached, and is the most favorable for William possible from this record. The stipulation reads: “This conveyance is intended as an advancement unto said Wm. 0. Lowery, who is the son of said Lydia A. Lowery and Wm. D. Lowery, and is intended as an advancement in full of his distributive share of the estate of both his father and mother, and is accepted by said grantee in full of his share in either of said estates, more or less. Said Wm. 0. Lowery has executed his mortgage to Lydia A. Lowery, for $5,000, which he is to pay, the advancement being the 'residue of the purchase money after deducting said mortgage.” Evidently the proposed conveyance was intended for a gift. The land, as appears from the subsequent correspondence, was more than intended for one son, and this accounts for the mortgage, covering the excess in value •above the gratuity. If a gift, it was never completed by the execution of the deed, and nothing done by Lydia A. Lowrey indicated a purpose on her part to transfer possession or control of the farm in pursuance of the understanding mentioned. But it is immaterial whether the alleged agreement be treated as a contract of sale, or as a gift, or both, as in any event it was repudiated by deceased before anything binding was done by either party in carrying it out. Being in parol, and having for its object the transfer .and creation of an interest in land, it was within the statute of frauds, unless taken out under the exceptions noted in section 4626 of the Code: “Where the purchase money -or any portion thereof, has been received by the vendor, or [708]*708when the vendee, with the actual or implied consent of the vendor, has taken and held possession thereof under and by virtue of the contract, or when there is any other circumstance which by the law heretofore in force, would have taken the case out of the statute of frauds.” It is not pretended that anything was paid by him or to be paid, aside from the mortgage. True, at about that time a certificate of deposit for $300 in an Ohio bank was indorsed by the mother to William, and he drew the money thereon. There is no competent evidence as to how he came to acquire it; but, even if we were to concede that it was a part of $1,000 she was to give him on the land' deal, this would not bring the arrangement within the exception of the statute, as, to accomplish that, the payment must have been to the vendor. Nor was it a circumstance which would relieve from the operation of the statute under the last clause, for at common law payment by either party did not have that effect. But it is said that William O. went into possession in pursuance of the alleged agreement. To be effective, in taking the case out of the statute of frauds, this must have been with the actual or implied consent of his mother. He and his brother Esbon had been farming the place for several years as tenants. At the time in question Esbon had moved away. There were two dwellings on the land, and the .only change in occupancy was the removal of William from the house occupied by him to that vacated by Esbon the last day of February or the first day of March, 1893, and thereafter controlling the entire farm. Though he, as well as his family, had visited in Ohio for several months previous, his personal effects and stock had remained on the premises during his absence, and from his return, January 16, 1893, to the date above mentioned, no change whatever had taken place. Conceding, then, without deciding, /that transfer to another house and assumption of control of the entire farm, instead of part of it, was a sufficient taking of possession under the [709]*709statute quoted, was it by his mother’s consent “by virtue of the contract?” It was not, as he well knew at the time. He had driven a hard bargain with his mother, and, evidently at the first opportunity after learning of its terms, January 19, 1893, his father wrote: “The contract you attempted to make with your mother will have to be remodeled before it can be placed on paper, from the fact that she failed to take her lawful interest out of the estate first. I will make you a statement that we think is about right.” Then follows an estimate of the value of the property of himself and wife at $30,850, and the conclusion that, whereas there were five children, the share of William C. should have been $4,113, and ending: “You see that the ■£■ of 424 will come to $2,247 more than one share.' We can make you a good title for of 424 acres.” To this William responded January 30th by calling for explanation of the meaning of the letter, and asserted that the “contract you speak of being attempted was not only attempted, but was completed,” and asked whether the statement “was gotten up by all of you, or is it one of your individual getups?” The father answered that his computation had been submitted to his wife and children, and all concurred in it, and continued, “We would like you to have an equal share of the estate, and we cannot see why you should ask for more. We think we had better make two 'dividends, the first to correspond to the fifth share as near as we make it out. The last one can be made out of the residue that maybe left when we are done with it.” In response to this February 11th, by computation, William attempted to show that if the agreement should be carried out he would get but $92 in excess of one-fifth of the entire property his parents then had, and closed by saying, “I will send the papers to you folks as per contract, and intend to proceed, to business in a business manner.” On February 15th, another son, Tindal, wrote, in behalf of his mother, to William,: “She says'you should have consulted your father [710]*710about it when you come to take your share of the whole estate; that she could not make it satisfactory wifc.iout his consent, and it would not stand in law unless he consented to it. Now, as father has written to you what he will do, mother is willing for you and him to fix it up whatever way you and he can fix it so both of you will be satisfied.” William 0.

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Bluebook (online)
117 Iowa 704, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lowery-v-lowery-iowa-1902.