Morrison v. Patterson

267 N.W. 704, 221 Iowa 883
CourtSupreme Court of Iowa
DecidedJune 19, 1936
DocketNo. 43458.
StatusPublished
Cited by31 cases

This text of 267 N.W. 704 (Morrison v. Patterson) 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
Morrison v. Patterson, 267 N.W. 704, 221 Iowa 883 (iowa 1936).

Opinion

Kintzinger, J.

This is an original action in certiorari commenced by the petitioner to test the legality of certain rulings of the district court of Washington county, Iowa, made on the hearing of an application of W. J. Morrow, one of three trustees *884 of the Washington National Bank Trust Estate, entitled “In re Washington National Bank Trust,” of Washington, Iowa, pending in the district court of that county.

The application alleged that differences had arisen among the three cotrustees of said “trust”, and that the interests of the beneficiaries of the trust demand that the court take jurisdiction and control of the administration of the trust. The application also alleged that a foreclosure and other decrees had been entered in April and June, 1935, creating liens to the amount of about $10,000 against the trust estate. The three trustees of said estate were Ode Ferguson, George E. Gilbert, and W. J. Morrow. The application also alleges that Ferguson and Gilbert, two co-trustees, had refused to agree with Trastee Morrow to appeal from the decrees of court establishing said liens; that Morrow’s co-trustees threaten to take sufficient funds from the trust estate to pay said liens; that Morrow has perfected an appeal to the Supreme Court from the decrees establishing said liens; that he has been advised by his counsel, Ed.mund D. Morrison, that the decrees entered were invalid and invaded the rights of the beneficiaries of the trust and should be reversed on appeal. Trustee Morrow therefore asks an order of court to protect the trust estate for the benefit of all beneficiaries. He also alleges that his co-trustees have entered into an agreement with the lienholders to settle and pay them off in cash; and that the stipulation for a settlement is invalid because not signed by all three of the trustees. The record shows, however, that all claims may be settled by a majority of the trustees.

Thereafter, on November 8, 1935, and before the hearing on the application, the co-trustee Morrow died, and under authority of the articles of trust, the remaining trustees, Ferguson and Gilbert, appointed one J. E. Bovee co-trustee to fill the vacancy.

The record also shows that Edmund D. Morrison, who acted as attorney for the three trustees in the litigation in which the decrees above mentioned were entered, strenuously resisted the claims upon which the decrees were based.

On November 21, 1935, said Morrison, who had represented the co-trustee Morrow on the application to protect the trust estate, filed a petition in “Re Washington National Bank Trust” proceedings, reciting the filing of Morrow’s application and Morrow’s death, and the appointment of said Bovee to succeed *885 Morrow as co-trustee. In his petition, Morrison alleges that he is a beneficiary in the trust estate and files it on behalf of all other beneficiaries under the trust, and asks permission to bring on for hearing the application filed by said Morrow. In his petition he alleges that the co-trustees Ferguson and Gilbert have committed and are now committing breaches of trust to the great loss and damage of the beneficiaries, and have unlawfully paid out trust funds in preferential payments contrary to law; that the time for filing an abstract on the appeal perfected by Morrow is about to expire; and that unless said application be heard, over $10,000 of the trust funds will be lost to the estate. He, therefore, asks that Morrow’s application be set down for immediate hearing, and that said Morrison, as a beneficiary of the trust, be allowed to prove up Morrow’s application.

On November 21, 1935, the court entered an order setting Morrow’s application down for hearing, and granted Morrison leave to prove up the application at the hearing.

On November 29, 1935, Trustees Ferguson, Gilbert, and Bovee filed motions: (1) To set aside the order of November 21, 1935, setting down Morrow’s application for hearing and granting Morrison leave to establish the same at the hearing; and (2) to dismiss the petition filed by Morrison, as beneficiary, on November 21, 1935, on the grounds, (a) that the trustees had sole power to manage and represent the trust; (b) that said petition constitutes a misjoinder of parties and of causes of action; (c) that the applicant asks the court to review a decision of another district judge, while the application should be made to the Supreme Court; and (d) that there is no authority under the law for bringing said action. Both of these motions were sustained on November 29, 1935.

Thereafter, on December 12, 1935, Morrison, as beneficiary, filed two motions: One, to set aside the order of November 29,1935, vacating the order of November 21,1935, and the other, to set aside the order of November 29, 1935, sustaining the co-trustees’ motion to dismiss the Morrow and Morrison application and petition. Both of these motions were overruled.

Thereafter, on December 26, 1935, a writ of certiorari' was issued by the clerk of the Supreme Court pursuant to a petition filed therefor, upon the grounds that the lower court acted illegally in making the rulings entered on the motions above re *886 ferred to in tlie proceedings entitled “In re Washington National Bank Trust."

The illegality complained of was that the court had no jurisdiction to enter the orders hereinabove referred to, sustaining the trustees’ motions, (1) to set aside the order of November 21, 1935, setting down Morrow’s application for hearing and granting Morrison leave to prove up the same at the hearing, and (2) to dismiss the petition filed by Morrison, as beneficiary, on November 21, 1935, on the grounds hereinabove recited.

It will be noted by this record that both parties invoked the jurisdiction of the lower court in the trust proceedings referred to. Morrison, the beneficiary, contended that the lower court had jurisdiction of the matter in question, and asked for an order protecting the interests of the beneficiaries, and that said Morrison be permitted to carry on the litigation commenced by Morrow, the deceased trustee, and that he, in behalf of himself and other beneficiaries, be permitted to appeal certain actions in which decrees were entered upon a mortgage foreclosure and other claims filed against the trust estate.

It may be stated here that the entire interest Morrow had ,in this estate as a beneficiary consisted of a claim filed for a deposit account amounting to $344, one-half of which had already been paid to him in cash, and a certificate of participation for the balance was accepted by him from the trustees of the Washington National Bank Trust, in full payment of his deposit claim in the Washington National Bank.

It may also be said that the record shows that out of a thousand beneficiaries in the trust estate, the only one making any objections to the actions of the trustees is the petitioner herein Edmund D. Morrison.

Under our statute a writ of certiorari may be granted “in all cases where an inferior tribunal, * * * is alleged to have exceeded his proper jurisdiction, or is otherwise acting illegally, and there is no other plain, speedy, a/nd adequate remedy.” Section 12456 of the Code of 1935.

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Bluebook (online)
267 N.W. 704, 221 Iowa 883, Counsel Stack Legal Research, https://law.counselstack.com/opinion/morrison-v-patterson-iowa-1936.