Maurer v. Johansson

274 N.W. 99, 223 Iowa 1102
CourtSupreme Court of Iowa
DecidedJune 15, 1937
DocketNo. 43694.
StatusPublished
Cited by22 cases

This text of 274 N.W. 99 (Maurer v. Johansson) 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
Maurer v. Johansson, 274 N.W. 99, 223 Iowa 1102 (iowa 1937).

Opinion

Stiger, J.

John and Mary Harcourt were married in December 1909. On March 12, 1910, they each made a will naming the other as sole beneficiary. The wills are identical in all respects. On the same date, March 12, 1910, they went to the office of Minnie Fletcher Blasier with their unsigned wills, stating that they were making the wills for each other and that each was to be the beneficiary of the other and wanted their wills witnessed. Both wills were then duly executed, Mrs. Blasier and Dr. Agnes I. Salley signing as witnesses.

Mary Harcourt died in January 1933, her will was ad *1104 rnitted to probate, and tbe estate was closed in 1934. John M. Harcourt died in July 1935. No children were born to Mr. and Mrs. Harcourt.

The proponents of the will of Mr. Harcourt are the heirs-at-. law of Mary Harcourt. The heirs-at-law of John M. Harcourt filed objections to the probate of his will alleging:

“That prior to March 12, 1910, John M. Harcourt and Mary Harcourt, husband and wife, entered into an oral agreement to make reciprocal and mutual wills, each making the other sole beneficiary and agreed that whichever survived should inherit the property of the one first becoming deceased, and that the last will of the survivor should thereupon become null and void.
“That pursuant to said oral agreement John M. Harcourt and Mary Harcourt did on March 12, 1910, at the same time and place and by the same scrivener and pursuant to a common purpose and understanding and plan, make his and her will identical in its provisions and terms each having knowledge of the other’s will, and each making the other sole beneficiary with the intention that said last will should operate as mutual wills and that the will of the survivor should become void upon the death of either.
“That said John M. Harcourt and Mary Harcourt appeared together before the same two persons and together requested their attestation to both wills and each of said wills were thereupon at the same time, place and by the same persons -witnessed.
“That the making of said last wills and testaments constituted one transaction and pursuant to a common plan of the said John M. Harcourt and Mary Harcourt.
“That the said Mary Harcourt became deceased on the 2nd day of January, 1933, and her last will was admitted to probate in the District Court of Iowa in and for Linn County on the 10th. day of January, 1933, being Probate No. 12438, reference to which is hereby made.
“That on the death of the said Mary Harcourt and the probating of her will as aforesaid, the purported will of John M. Harcourt became void and of no legal force and effect and should not now be admitted to probate.
“That for the reasons stated, this objector objects to, and contests the admitting to probate, and the probating of, the purported will of the said John M. Harcourt.”

*1105 The wills of the testators were introduced in evidence and the objectors introduced the following oral evidence to sustain their contention that the wills were executed in pursuance of a common understanding and purpose and were mutual wills.

Dr. Agnes I. Salley, one of the witnesses to the wills, testified that when she was called to the office of Mrs. Blasier, Mr. and Mrs. Hareourt were there and stated, “here are our wills. We want you to sign both of them.” The witness further testified that they said they were making the wills for each other— as a benefit to each other. Mrs. Blasier, another witness to the wills, testified that Mr. and Mrs. Hareourt came into her office on March 12, 1910, together and asked her and Dr. Salley to witness their wills, which they had with them. Mr. Hareourt said that Mrs. Hareourt was the beneficiary in his will and Mrs. Hareourt said that Mr. Hareourt was the beneficiary in her will.

Ruth Rydberg testified that she had become engaged to John M. Hareourt and was engaged to him during the year of 1935 up to the time of his death and that Mr. Hareourt had deeded to her certain property which she had agreed with him she would deed back to him at any time and that prior to his death she had deeded it back to Mr. Hareourt. The deed to Ruth Rydberg included some of the property received by' John M. Hareourt under the will of his wife, Mary Hareourt.

The evidence offered by proponents will be referred to later in the opinion.

At the close of all the evidence the proponents and objectors filed motions for a directed verdict. The motion of proponents was overruled. The motion of the objectors was sustained and judgment entered denying the admission of the will of John M. Hareourt to probate. Proponents appealed.

Appellants contend that the wills are reciprocal only, not executed in pursuance of any contract or compact and therefore constitute only the individual will of each testator and deny that they are mutual wills.

Mutual wills are those which are 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. Such wills, if they contain no provisions for third persons, constitute a single will and is the will of .the first to die, and has no further existence as the will of the survivor. 69 C. J., 1297; 28 R. C. L. 167, Sec. 122; Anderson v. Anderson, *1106 181 Iowa 578, 164 N. W. 1042; Campbell v. Dunkelberger, 172 Iowa 385, 153 N. W. 56.

They may be in separate instruments or in the same instrument. In some of our eases the term mutual will has been used interchangeably with the term reciprocal will. Either party, while both are living, may revoke the will by giving notice of the revocation to the other. Campbell v. Dunkelberger, supra.

Appellants’ first proposition that the objectors had the burden of establishing by clear and satisfactory evidence on the face of the wills or aliunde the wills that they were executed in pursuance of a compact between the testators is correct. Campbell v. Dunkelberger, supra. Appellants also urge that the fact that the wills were drawn by the same scrivener, and executed by the same parties, at the same time and place, as one transaction, before the same witnesses, each .in favor of the other, is not sufficient to prove the wills were mutual and executed pursuant to a common understanding; that there were no recitals in the wills indicating an agreement for mutual wills and in the absence of such recitals that the wills did not constitute any evidence of the compact and mutual arrangement; that the objectors failed to offer any evidence, oral or otherwise aliunde the wills to sustain their contention that the wills were mutual, and that the evidence fails to establish any contract or agreement between John M. Harcourt and Mary Harcourt for a mutual will and that the court erred in failing to sustain proponents’ motion for a directed verdict. In support of this contention, appellants cite: Wagnon v. Wagnon (Tex. Civ. App. 1929), 16 S. W. (2d) 366; Clements v. Jones (1928), 166 Ga. 738, 144 S. E. 319; Flower v. Flower (1928), 32 Ohio App. 350, 166 N. E. 914; Dicks v. Cassels, 100 S. C. 341, 84 S. E. 878; Edson v. Parsons, 155 N. Y.

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274 N.W. 99, 223 Iowa 1102, Counsel Stack Legal Research, https://law.counselstack.com/opinion/maurer-v-johansson-iowa-1937.