Mesecher v. Leir

43 N.W.2d 149, 241 Iowa 818, 1950 Iowa Sup. LEXIS 324
CourtSupreme Court of Iowa
DecidedJune 13, 1950
Docket47632
StatusPublished
Cited by8 cases

This text of 43 N.W.2d 149 (Mesecher v. Leir) 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
Mesecher v. Leir, 43 N.W.2d 149, 241 Iowa 818, 1950 Iowa Sup. LEXIS 324 (iowa 1950).

Opinion

Hale, J. —

The question involved is whether, under a bequest to the children of an aunt of the testator, an adopted daughter of such aunt will inherit equally with the two natural children. The ease was tried largely on a stipulation of facts, in substance, as follows: The will of Albert Mausnest, of Davenport, was duly admitted to probate on April 3, 1944; that by said will he devised and bequeathed one-third share of the residue of his property as follows — “a one-third share thereof unto such of the children of my aunt, Mrs. Kate Yeager of Rock Island, Illinois, as may be living at the date of my death.”

The defendants Mary Allen and Josephine Schaum are natural daughters of Kate Yeager, and the plaintiff, Catherine Mesecher, is the adopted daughter of Kate Yeager. Kate Yeager died prior to the death of said Albert Mausnest, a resident of Rock Island County, Illinois; she, Kate Yeager, by proceedings in the court of Rock Island County adopted Catherine Mary Stafford, her granddaughter, on April 5, 1906. The decree provided that she should retain the name of Catherine Mary Stafford, her name being now Catherine Mesecher.

*820 It was further stipulated that, subject to objections, Catherine Mesecher, plaintiff, would testify as follows: That she was born December 26, 1901; that Kate Yeager was her maternal grandmother and the aunt of Albert Mausnest, with whom she was well-acquainted, and visited in the home of his parents once or twice a year until she was a young girl of the age of twelve or fourteen; that the Mausnest home was in Davenport and that she does not recall the date on which the father and mother of Mausnest died; that her visits continued until about the time Albert Mausnest married, at which time her visits ceased except for one visit which she made to the home of Albert Mausnest thereafter; that on several occasions during these visits the adoption of Catherine Mesecher by Kate Yeager was discussed by those present; that at the time of such discussions those present were Kate Yeager, Catherine Mesecher, Albert Mausnest, Charlie Mausnest, and, on one occasion, Anna Mausnest and Pauline Mausnest; that such discussions caused her considerable anguish and concern and impressed upon her that she was an adopted child; that on one occasion Albert Mausnest stated that Kate Yeager, in view of her advanced age, had done a very noble thing in adopting Catherine Mesecher.

This is the substance of the stipulation in plaintiff’s testimony.

The defendants’ testimony, except as to the offer of exhibits, consisted of the examination of Martin D. Leir, an attorney, who drew and was a witness to the will. His testimony, introduced under objection, was, in substance, that, “Mr. Mausnest called at my office. He had previously prepared some penciled notes as to what he wanted set out in his will. He was rather reticent in his conversation with me and at times seemed to resent any suggestions I would make. He stated he wanted me to prepare his will and gave me the names of certain relatives that he wanted named in there. There was nothing mentioned about an adopted child, and he did not say who the children of his aunt, Kate Yeager, were, and did not seem to have a very clear notion himself as to who they were. He mentioned about leaving one third of his residuary estate to the children of his aunt, Kate Yeager.”

*821 Tbe adoption statute of the state of Illinois was introduced in evidence. The foregoing, with the will, constitutes the evidence in the case.

The pertinent part of the will in controversy is the “Seventh” clause, as follows:

“Subject to the life estate set out at No. 4 hereof, I give, devise and bequeath all the rest, residue and remainder of my property of every kind, nature and description, and wherever located unto the following:

, “A one-third share thereof unto such of the grandchildren of my late uncle, Jacob Hoersch, Davenport, Iowa, as may be living at the date of my death.

“A one-third share thereof unto such of the children of my aunt, Mrs. Kate Yeager of Rock Island, Illinois, as may be living at the date of my death.

“A one-sixth share thereof unto such members of the Pfitz-enmeier family of Aledo, Illinois, as may be living at the date of my death, said devisees being my second cousins and being the following four persons: Charles Pfitzenmeier, William Pfitz-enmeier, Edward Pfitzenmeier and their one sister whose name is unknown to me.

“A one-sixth share thereof unto the grandchildren of my late uncle, Jacob Einhallig, at one time of Leavenworth, Kansas.”

* In this clause the only part in controversy is that part making a bequest to the children of Mrs. Kate Yeager. The cause was submitted to the court, which found that Mrs. Yeager was survived only by two natural daughters and one adopted daughter, and that it was the intention of Albert Mausnest to include Catherine Mesecher as a beneficiary under said clause seven, and decree was entered accordingly, that is, that the two natural children and plaintiff should share equally in the devise and bequest established by clause seven. Defendants appeal.

Defendants allege that the court erred in determining the testator’s intention in its interpretation of the meaning of the words “children of my aunt.” Also, erred in determining the testator’s intention in not considering the effect of the adoption statute of the state of Illinois pertaining to a collateral inher *822 itance, and erred in its interpretation of the testator’s will and surrounding circumstances pertaining to its execution.

I. The question before the court is the interpretation of that part of the seventh clause of the will respecting the devise and bequest to the living “children of my aunt, Mrs. Kate Yeager”, the plaintiff alleging that she is entitled to share. It is argued by the plaintiff that the general proposition in which this dispute arises may be stated as follows: Ordinarily, the word “children” when used in a will and when referring to children of a person other than the testator does not include adopted children. In order for such term to include adopted children of a person other than the testator, it is necessary that the intention of the testator to include such children appear. Various forms of words which have been passed upon by the courts appear in the reports, and various questions arise, thus— whether the adoption was completed before or after the testator’s will, and whether testator had knowledge of the adoption at the timé his will was executed.

The rule is expressed in Restatement of the Law, Property, section 287, page. 1520:

“(1) When a limitation is in favor of the ‘children’ of a designated person, all persons adopted by the designated person are excluded from the possible takers thereunder except when a contrary intent of the conveyor is found from additional language or circumstances.

“(2) The following are the most frequently encountered factors tending to establish the existence of the ‘contrary intent of the conveyor,’ referred to in Subsection (1):

“(a) the conveyor is also the designated person;

“(b) the conveyor at the time of the execution of the instrument containing the limitation knows of the adoption.”

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Bluebook (online)
43 N.W.2d 149, 241 Iowa 818, 1950 Iowa Sup. LEXIS 324, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mesecher-v-leir-iowa-1950.