Morris v. Morris

383 N.W.2d 527, 1986 Iowa Sup. LEXIS 1109
CourtSupreme Court of Iowa
DecidedMarch 19, 1986
Docket84-472
StatusPublished
Cited by7 cases

This text of 383 N.W.2d 527 (Morris v. Morris) 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
Morris v. Morris, 383 N.W.2d 527, 1986 Iowa Sup. LEXIS 1109 (iowa 1986).

Opinions

HARRIS, Justice.

Will partition lie against defendants whose only interest in the real estate is subject to a life estate? The trial court ordered partition in kind, and the court of appeals, with modifications, agreed. We disagree and hold that partition cannot be ordered against such defendants. Other questions relate to defendants’ counterclaim, rejected by the trial court, to set aside certain transactions among the plaintiffs. We affirm in part, reverse in part, and remand.

Many estate plans founder because an heir-apparent’s death occurs before a testator’s. The eighty acres of farmland involved here were owned by Conway Morris. Conway and his widow, plaintiff May Morris, were parents of two daughters, Jeannette Morris Acheson and Roberta Morris Cramp, and a son, Robert D. Morris.

In 1957 both Conway and May executed wills which, taken together, would provide for the eighty-acre tract to be eventually owned by their son Robert. Conway devised an undivided one-half interest in the tract to May and the other one-half interest to May for life with remainder to Robert. Under May’s will her one-half interest (received outright under Conway’s will) was left to Robert.

Conway died in 1966 and May and Robert took their interests according to Conway’s will. In 1978 Robert died, survived by May in addition to his wife, two daughters, and a son. Robert’s estate, his wife, and children are defendants in this action.

In 1979, after Robert’s death, May executed a new will which left her undivided one-half interest in the land to her surviving children, Jeannette and Roberta. She later deeded her one-half interest to Jeannette and Roberta and their husbands, but reserved her life estate in the other half. Robert’s widow and children continue to own Robert’s remainder interest in the property, subject to May’s life estate.

Hard feelings developed. Jeannette, Roberta, their husbands, and May brought this action to partition the land in kind, that is, into two forty-acre parcels. According to the petition, one tract would be owned by Jeannette and Roberta and their husbands pursuant to the deed from May. Robert’s widow and children would own the remainder interest in the other forty-acre tract, subject to May’s life estate. Defendants filed a counterclaim which will be described in a later division of this opinion.

I. The trial court ordered partition notwithstanding defendants’ contention that partition was not available “because plaintiffs and defendants are not co-tenants of the property sought to be partitioned.”

We have many times held that “[partition may be maintained only when the parties plaintiff and defendant are entitled to the present possession of their interests in severalty.” Anderson v. Anderson, 227 Iowa 25, 37, 286 N.W. 446, 452 (1939); see also Huse v. Noffke, 271 N.W.2d 682, 684 (Iowa 1978); Traversy v. Bell, 195 Iowa 1243, 1246, 193 N.W. 439, 441 (1923); Shillinglaw v. Peterson, 184 Iowa 276, 286, 167 N.W. 709, 712-13 (1918) (“It is a general proposition that they only can maintain partition who are entitled to immediate possession by virtue of some ownership in some part of the property sought to be partitioned.”).

In the early case of Smith v. Runnels, 97 Iowa 55, 65 N.W. 1002 (1896) we dealt with the right to maintain a partition action against persons who hold only remainder interests. We held that partition cannot be ordered against remaindermen because the statute, now Iowa rule of civil procedure 270, authorizes partitions only between joint owners or tenants-in-common. Id. at 57, 65 N.W. at 1002. Our view seems to be the one generally taken by courts elsewhere. We note and approve the following:

In the absence of positive statutory authorization, the holder of an estate for years or for life in the property sought to be partitioned cannot maintain an action [529]*529for partition thereof against the remain-dermen or reversioners, and this rule applies to preclude his suing the remainder-men or reversioners either for partition in kind or for partition by sale and division of the proceeds....

68 C.J.S. Partition § 57(a) (1950).

Although plaintiffs contend otherwise we do not think the special facts of this case provided a basis for any exception. It makes no difference that some of the plaintiffs share an interest with defendants in the remainder. Neither is the rule affected by the life tenancy of May. The trial court and court of appeals were in error in ordering partition.

II. By way of counterclaim defendants assert that the wills executed by Conway and May in 1957 were mutual and May could not, after having accepted the benefits under Conway’s will, change her own. Defendants also assert that Jeannette and Roberta obtained their deed by exercising undue influence on May in violation of a confidential relationship. The trial court determined that these were matters growing out of or were connected with the subject real estate and, hence, were appropriately raised, notwithstanding the no-joinder provisions of Iowa rule of civil procedure 275. This determination is not challenged on appeal.

The trial court rejected the claim of undue influence, noting that May was competent to transact business and that the decision to convey the property to her daughters was her own. It therefore upheld the deed. The trial court also concluded May’s and Conway’s wills were not mutual because no intent to make mutual wills was expressly stated in the instruments.

III. Defendants do not directly appeal from the trial court’s findings that the evidence did not establish undue influence. They do however challenge evidentiary rulings on that issue.

Defendants subpoenaed the records of the nursing home where May resided in order to explore what they might reveal about her mental capacity. Three books were produced, containing medical and administrative records of all patients, as well as those relating exclusively to May.

Defendants’ counsel kept the records overnight, examined them, and returned them the following day, expecting to use them later. On the day following their return the nursing home moved to quash the subpoena on grounds, among others, that non-party patients would be embarrassed by the disclosure of information in their personal records. The trial court sustained the motion to quash, a ruling which defendants challenge.

A trial court has wide discretion in such a ruling. Mason v. Robinson, 340 N.W.2d 236, 243 (Iowa 1983). We find no abuse. The ruling is supported by an appropriate concern for the privacy of other patients. It was reasonable for the court to conclude that the examination made overnight fairly balanced the interests of defendants and the other patients.

IV.Defendants also sought the records of John McDonald, May’s personal attorney. They believed these records would shed light on her mental capacity and susceptibility to undue influence. May waived her attorney-client privilege during the trial and her counsel’s records were made available to the defendants. Defendants however wanted more time to examine the records and for that reason requested a continuance. The denial of this request is the subject of a separate assignment of error.

This is also a matter upon which trial courts enjoy broad discretion. Department of General Services v. R.M.

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Morris v. Morris
383 N.W.2d 527 (Supreme Court of Iowa, 1986)

Cite This Page — Counsel Stack

Bluebook (online)
383 N.W.2d 527, 1986 Iowa Sup. LEXIS 1109, Counsel Stack Legal Research, https://law.counselstack.com/opinion/morris-v-morris-iowa-1986.