Mensinger v. Hass

35 N.W.2d 461, 240 Iowa 71, 1949 Iowa Sup. LEXIS 463
CourtSupreme Court of Iowa
DecidedJanuary 11, 1949
DocketNo. 47331.
StatusPublished
Cited by8 cases

This text of 35 N.W.2d 461 (Mensinger v. Hass) 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
Mensinger v. Hass, 35 N.W.2d 461, 240 Iowa 71, 1949 Iowa Sup. LEXIS 463 (iowa 1949).

Opinion

Garfield, J.

— The-question presented is whether decedent’s widow may retain the homestead for life in lieu of her distributive share in decedent’s real estate. See section 561.12, Code, 1946 (10146, Code, 1939).

Frank Mensinger died intestate May 1, 1936, the owner of a homestead in Clinton here in controversy and a one-fifth interest in real estate- in Camanche. He left a widow, Wilhelamena, a son, Maynard, two daughters, Julia and Fernanna, and an infant son, Gerald, who died about eight months later. Maynard brought this partition action in September 1947 against his mother and the two minor daughters for sale of the homestead and division of the proceeds on the theory his mother took her distributive share of one third therein. (See section 636.5, Code, 1946.)

The mother claimed the right'to retain the homestead for life in lieu of her distributive share in the real estate. The trial court denied her claim on the ground that certain conduct of hers amounted to an election to take such distributive share. The widow and minor daughters have appealed.

No probate proceedings were had upon decedent’s estate. Before this action was commenced the widow had not made or filed any formal election to- take either the right to occupy the homestead for life or her distributive share, nor had there been any written notice to her to make such election. (See Code section 636.27.)

The property in controversy was the homestead of decedent and his family when he died and the widow and children have *74 continued to live there. The widow married George Hass in 1939. Hass and three children born to that marriage have also lived in the property continuously.

The conduct of the widow which plaintiff claims amounts to an election to take her distributive share is this:

When he died decedent and his four brothers each owned a one-fifth interest in the Camanche property which was occupied by their mother with the sons’ consent until her death in 1938. Early in 1941 this property was sold for $1000. Wilhelamena joined in a warranty deed to thirteen-fifteenths interest therein and was paid one fifteenth of the $1000 on the theory she owned one third of a one-fifth interest.

The widow as guardian of her three minor children applied to the court for authority to sell what she believed was the minors’ two-fifteenths (two thirds of one-fifth) interest in the Camanche property. Such authority was granted and in February 1941 she executed a guardian’s deed to the purchaser for such interest for which she received as guardian $133.33 (two fifteenths of $1000) of the total purchase price.

Before it was decided to sell the property in Camanche two of decedent’s brothers talked to the widow about the matter and she consented to the sale. AVhile Wilhelamena once admitted she must have taken the interest she had in the Camanche property from her husband, she said she thought the property belonged to decedent’s mother and she never knew her husband owned any interest in it. It does not clearly appear she understood just how she acquired her interest in the property at Camanche.

Actually Wilhelamena would inherit no part of the Camanche property if decedent’s mother had owned it — the share which would have fallen to decedent had he survived his mother would descend to decedent’s children as his heirs. Code section 636.31; Reichard v. Chicago, B. & Q. R. Co., 231 Iowa 563, 582, 583, 1 N. W. 2d 721, 732, and citations; In re Vigil’s Estate, 38 N. M. 383, 34 P. 2d 667, 93 A. L. R. 1506, and annotation 1511.

In April 1947, plaintiff had recently come of age and talked to his mother about buying the homestead. She said she did not *75 want to bny it, that she had a one-third interest in it and agreed to sell the property to plaintiff who was going to use what he believed was his two-ninths interest in it as a down payment. Plaintiff thereupon arranged for a loan to finance the purchase.

On April 26, 1947, Wilhelamena as guardian of her two minor daughters filed in court her verified application for authority to sell their supposed four-ninths interest in the homestead reciting that she owned a one-third interest therein and plaintiff, Maynard, the remaining two ninths thereof. Time of hearing on the application was fixed, notice given, a guardian ad litem for the minors was appointed and answer filed. Order authorizing sale was made on May 5 finding that Wilhelamena “has elected t'O take and now owns a one-third interest in said real estate” and plaintiff and the two minor daughters each own two-ninths interest.

When Wilhelamena’s husband was asked to join in a deed to the property he and then she consulted an attorney who advised them she had the right to retain the property for life in lieu of her distributive share in the realty. They then refused to sign the deed and this action followed.

Attached to defendants’ amended answer filed January 16, 1948 is a paper dated 'the preceding day signed by Wilhelamena stating in part, “I hereby elect to occupy the homestead in lieu of my distributive share of his real estate.” Upon the trial she testified, “The only thing I knew'was that I owned one-third after their dad died and the children owned the rest.” She also said she would like to' occupy the homestead for life; she was willing to place in the guardianship funds any money due the children from her for the sale of their interest in the Camanche property; no one ever explained to her before she and her husband consulted the attorney (about May 1947) she. had a right to occupy the homestead for life in lieu of her distributive share and she was unaware of such right. The two daughters, then fourteen and nineteen, testified they would like their mother to have the right to occupy the property for life.

Plaintiff’s petition alleges the widow owns one-third and *76 plaintiff and his two sisters each two-ninths interest in the homestead. Defendants’ answer states Wilhelamena has the right of occupancy for life and subject thereto plaintiff and each daughter. owns one-third interest. Both sides apparently overlooked the fact that Wilhelamena inherited the interest of the deceased infant son in decedent’s estate until the trial court so stated during the trial. (See Code sections 636.32, 636.39.) Each side then filed a pleading which recognizes that the widow inherited such share. The decree fixes the widow’s share at one half (one third plus one sixth) and the shares of plaintiff and his two sisters at one sixth (one fourth of two thirds) each.

Section 561.11, Code, 1946, in force now and when decedent died, provides that the surviving spouse may continue to occupy the homestead until otherwise disposed of according to law. Section 561.12 states the survivor may elect to retain the homestead for life in lieu of distributive share in the real estate of deceased. For the distinction between the right conferred by each of these statutes see McMinimee v. McMinimee, 238 Iowa 1286, 30 N. W. 2d 106, and citations; Crouse v. Crouse, 219 Iowa 736, 741, 742, 259 N. W. 443, and citations. The widow here claims the right conferred by 561.12.

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Bluebook (online)
35 N.W.2d 461, 240 Iowa 71, 1949 Iowa Sup. LEXIS 463, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mensinger-v-hass-iowa-1949.