Matter of Estate of Weidman

476 N.W.2d 357, 1991 Iowa Sup. LEXIS 376, 1991 WL 208214
CourtSupreme Court of Iowa
DecidedOctober 16, 1991
Docket90-322
StatusPublished
Cited by20 cases

This text of 476 N.W.2d 357 (Matter of Estate of Weidman) 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
Matter of Estate of Weidman, 476 N.W.2d 357, 1991 Iowa Sup. LEXIS 376, 1991 WL 208214 (iowa 1991).

Opinion

SCHULTZ, Justice.

In this appeal, plaintiff Rodney Weidman (Rodney), seeks to contest the will of his mother, Mary Lou Weidman (Mary). The district court dismissed his petition on the basis that plaintiff’s will contest action was not filed within the four-month limitation period prescribed by Iowa Code section 633.309 (1985). We affirm.

Mary executed a new will on December 12, 1986. She died later that day. Mary’s prior will left her property to plaintiff and *359 her other child, defendant Pamela Rose Stahlhut (Pamela), in equal shares. However, Mary’s new will left her entire estate to Pamela and stated that “I have intentionally made no provision for my son, Rodney....”

The new will was admitted to probate and Pamela was appointed executor of the estate. On December 30, 1986, and January 6, 1987, the standard probate notice was published in a local newspaper in the form required by Iowa Code section 633.-304 (1985). 1

The estate was permitted to remain open in order to investigate a possible medical malpractice claim. On June 5, 1989, while the estate was still pending, plaintiff filed a will contest action against Pamela individually and as executor of the estate. Plaintiff alleged that decedent was “of unsound mind” and influenced by Pamela when she signed the new will. In addition, plaintiffs petition claimed that the statute of limitations for contesting a will was tolled because he was chronically mentally ill and suffered from a schizo-affective disorder at the time of his mother’s death and during the four-month notice period.

On June 26, 1989, defendant moved to dismiss plaintiff’s petition to set aside the will on the ground that it was not filed within four months from the date of second publication of the notice of admission of the will to probate as required by section 633.309. The district court granted defendant’s motion and dismissed plaintiff’s petition. Prior to dismissal, Pamela as executor sought and received an ex parte order authorizing her to employ counsel to defend the will contest action and to pay for these services with estate assets. Plaintiff moved to set aside this order. The district court overruled plaintiff’s motion.

On appeal, plaintiff claims that (1) published notice of the time to contest the will is insufficient to meet established due process standards if a known heir-at-law will have his property interest adversely affected; 2 (2) the amendment of Iowa Code section 633.304, effective July 1, 1989, requires the executor, on a continuing basis, to give actual notice to interested parties of the four-month limitation period for contesting a will; (3) the order admitting the will to probate is a judgment that requires the special procedures of Iowa Rule of Civil Procedure 13 governing a defense by an incompetent; (4) Iowa Code section 633.410 (1985) provides an exception to the four-month limitation period for claimants entitled to equitable relief; and (5) no just cause exists for payment of the executor’s attorney fees out of estate assets.

I. Published notice and due process. Under our statutory scheme for probating wills in 1986, the clerk of the district court had discretionary authority to admit a decedent’s will to probate, after the filing of a petition and upon proof of execution of the will, without requiring that notice be given of the hearing. Iowa Code § 633.293 (1985). On admission of the will, the appointed executor was required to publish notice of probate for two consecutive weeks in a newspaper published within the county in which the estate was pending. Iowa Code § 633.304 (1985). The purpose of publication was to advise creditors and persons seeking to contest the will that any actions or claims must be filed within four months of the second publication date or be forever barred. Id. Any action to contest or set aside the will was barred unless filed within the four-month time period. Iowa Code § 633.309 (1985).

Plaintiff concedes that defendant as executor complied with the 1986 statutory procedures governing notice. However, plaintiff urges that, as a known heir, his rights to contest the will cannot be extinguished by giving only published notice. In support of his contention that the published notice given was insufficient, plaintiff relies on Mullane v. Central Hanover Bank & Trust Co., 339 U.S. 306, 70 S.Ct. *360 652, 94 L.Ed. 865 (1950), and Tulsa Professional Collection Servs., Inc. v. Pope, 485 U.S. 478, 108 S.Ct. 1340, 99 L.Ed.2d 565 (1988).

Mullane involved the settlement of trust accounts in which a trustee gave only published notice to trust beneficiaries. The Supreme Court held that since the settlement would affect the property rights of beneficiaries, known or reasonably ascertainable by the trustees, notice must be served on the beneficiaries in a manner reasonably calculated to apprise them of the settlement proceedings and provide an opportunity to be heard. Mullane, 339 U.S. at 314, 70 S.Ct. at 657, 94 L.Ed. at 873. Soon thereafter, we held that the Mullane decision voiding published notice for a lack of due process was distinguishable and not applicable to published notice of a will probate proceeding. In re Pierce’s Estate, 245 Iowa 22, 25, 60 N.W.2d 894, 897 (1953).

In Pierce, we distinguished a probate proceeding from the trust settlement in Mullane. Unlike the governing statute in this case, the 1953 statute in Pierce provided for published notice of a hearing on the probate of a will. Id. at 24, 60 N.W.2d at 896. We reasoned that, unlike the final adjudication of the trust beneficiaries' rights in Mullane, the property rights of heirs contesting a will were barred by the limitation period rather than by admission of the will to probate following published notice. Id. at 25, 60 N.W.2d at 897. Other jurisdictions have similarly distinguished Mullane by reasoning that the statute of limitations operates to automatically bar claims in probate proceedings without a final adjudication of a will contestant’s rights and held that due process was not violated by giving published notice to creditors. Estate of Busch v. Ferrell-Duncan Clinic, Inc., 700 S.W.2d 86, 89 (Mo.1985); In re Estate of Fessler, 100 Wis.2d 437, 447-48, 302 N.W.2d 414, 419-20 (1981).

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476 N.W.2d 357, 1991 Iowa Sup. LEXIS 376, 1991 WL 208214, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-estate-of-weidman-iowa-1991.