McCulloch's Estate v. Conrad

52 N.W.2d 67, 243 Iowa 449, 1952 Iowa Sup. LEXIS 491
CourtSupreme Court of Iowa
DecidedMarch 4, 1952
Docket47921
StatusPublished
Cited by32 cases

This text of 52 N.W.2d 67 (McCulloch's Estate v. Conrad) 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
McCulloch's Estate v. Conrad, 52 N.W.2d 67, 243 Iowa 449, 1952 Iowa Sup. LEXIS 491 (iowa 1952).

Opinion

Bliss, J.

On October 1, 1929, George McCulloch, born in 1848, and a resident of Humeston in Wayne County, Iowa, since 1880 or earlier, executed his last will and testament. Neither the execution of the will nor his competency or volition is in any way challenged. Omitting the preliminary paragraph, the material parts of the will aré as follows:

“I give, devise and bequeath all of my property, real, personal and mixed, which I may own at the time of my death, to my son, Milan Ellsworth McCulloch, except as follows:

“To Albert Painter, I direct that thirty dollars be paid monthly during his lifetime. Should my son' die without heirs, the said Albert Painter is to receive the equal of one hundred sixty acres of land, if possessed, outside of Richman township.

“Should my son die without heirs (lineal descendants) the following described land is to be divided equally between the *452 following heirs, if living', and if deceased to. their heirs: Hugh McCulloch, David McCulloch, Isaac McCulloch, Mary Ann Sherlock, Alfred D. McCulloch, Joseph C. McCulloch: SW^4 and SE14 NW14 Sec. 20 consisting of two hundred acres E% and fractional E% NW% Sec. 19 consisting of 397 26%ooo acres-NW[4 Sec. 30 consisting of 160 acres less railroad, all in Rich-man township, Wayne County, Iowa. Should my son die without heirs, To each of the following relatives or their heirs, one hundred dollars each, .James McCulloch, Ella N. Schlegal, A. P. McCulloch. ■ •

“I hereby nominate my son Milan to be the executor of this my last’ will and testament, without bond. (Signed) George McCulloch.”

The deceased duly executed the following codicil:

“No.l — Codicil Feb. 11/35

“Owing to changes in financial conditions Albert Painter is not to receive thirty dollars monthly as specified in original will.

■ “Should my son Milan' E. McCulloch die without heirs (lineal descendants) The following’■ described lands are to be divided equally between the following heirs if -living and if deceased to their heirs (lineal) — Hugh McCulloch, David. McCulloch, Isaac McCulloch, Alfred D. McCulloch, Joseph C. McCulloch.

“Living heirs of Martha Ann Sherlock (mistake in original will Mary instead of Martha) her son Albert Sherlock and A. E. Painter they shall have jointly, one hundred and twenty acres outside of Riehman twp. Marine Reihnold shall receive fifty dollars and if deceased it shall go back into the general fund. The above named McCulloch brothers or their heirs (lineal descendants) if deceased shall receive the following described land in Riehman Twp. Wayne County, Iowa — —SW1/^ and SE^ of the NW14 Sec. 20 consisting of two- hundred acres E]/2 of Sec. 19 three hundred and twenty acres and Seventy-seven 26%ooo acres on the ¡E.- side of the NW% of See. 19- — NE14 of Sec. 30 consisting of one hundred and sixty acres.

“■But no land or bonds (not due) shall be sold and deeded by my son Milan' E. McCulloch unless indorsed by written consent'of Harry 1. McCulloch.

*453 “ J ames' McCulloch

Ella Schlegal.

A. P. McCulloch

“The above three named now deceased or their lineal descendants shall only receive fifty dollars instead of one hundred dollars as specified in original will.

“If any of the heirs (lineal descent) can not be found in one year from time of Milan E. McCulloch’s death their, specified shares shall be divided among the known heirs.

“Codicil Feb. 11/35

(Signed) “George McCulloch.”

George McCulloch died a resident of Humeston, Wayne County, Iowa, April 12, 1936, leaving said will and codicil as his last testament. The instruments were probated in the district court-of said county on May 14, 1936, as the last will and testament of the deceased, and at the same time Milan E. McCulloch qualified as executor of the estate and thereafter administered it.

On July 3,1950, he filed his “Final Report and Application for Confirmation of Title” with the clerk of the district court. In it he noted his doings as such officer of the court: the payment of all claims, court costs, including the service fees of his official attorney, the Honorable H. K. Evans, formerly judge of the Third Judicial District of Iowa, and taxes of all kinds; the legal description, and acreage, or dimensions, of each specific tract belonging to the estate. It recited that decedent left no spouse surviving, and no heir but his .son, Milan E. McCulloch; the names of each devisee and legatee, and whether they were deceased or living, and the addresses of the latter; but two of these, Marine Reihnold and Albert Sherlock, in addition to the executor, were living; the names of all the heirs of the body of the deceased devisees and legatees, and whether deceased or living, and the addresses of the latter.

Paragraph X of the report is as follows: “This executor as such and for himself as an individual shows that as son and as heir and as devisee of the decedent, George McCulloch, as well as by all other rights of which he is possessed is the absolute owner of all properties of decedent, real and personal, and is entitled to hold all such as his own,, and that all such properties have been distributed to him and received by him and are now held by him.”

*454 Tbe executor prayed that his 'final report be approved, the estate closed and he be discharged. The second paragraph of his prayer was: “That upon final hearing had his distribution of properties be approved; and that absolute title to all of the property of the decedent herein, real, personal and mixed, be confirmed in him as an individual.”

Three sets of objections to the final report and application for confirmation of title, together with three petitions for declaratory judgment, were filed by three sets of heirs of, or claimants under, deceased devisees and legatees of the will in controversy. Appellants designate them as the “McCulloch Group”, who claim the 757-acre tract, the “Sherlock-Painter Group”, interested in the 120 acres outside of Richman Township, and the “Painter Group”, interested in the 160 acres outside of Richman Township. The separation of these groups is not important as their claims are all based on similar grounds, the character of relief asked is the same and they are all designated as “objectors.” The groups were consolidated in the hearing and decision below and they will be treated together here.

These objections particularly attack Paragraph' X of the final report and the second paragraph of ’its prayer (both of which we have set out in full) in which Milan E. McCulloch, as an individual and devisee, claims all of the estate as his own, and asks that his title and ownership be confirmed. The objectors allege that, with respect to the specific tract in which each group claims an interest under the will and codicil, the testator did not intend that Milan E. McCulloch should have an absolute fee simple title, but that in the event of his death at any time 'without lineal descendants the said tracts of real estate should pass to other devisees named in the will and codicil, if living, or to their lineal descendants, if deceased.

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Bluebook (online)
52 N.W.2d 67, 243 Iowa 449, 1952 Iowa Sup. LEXIS 491, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mccullochs-estate-v-conrad-iowa-1952.