O'KELLEY v. Lochner

145 N.W.2d 626, 259 Iowa 710, 1966 Iowa Sup. LEXIS 872
CourtSupreme Court of Iowa
DecidedOctober 18, 1966
Docket52171
StatusPublished
Cited by14 cases

This text of 145 N.W.2d 626 (O'KELLEY v. Lochner) 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
O'KELLEY v. Lochner, 145 N.W.2d 626, 259 Iowa 710, 1966 Iowa Sup. LEXIS 872 (iowa 1966).

Opinion

Snell, J.

This is a law action growing out of a collision of automobiles. The trial court directed a verdict for defendant on the ground the court lacked jurisdiction. Plaintiffs appeal.

The problem before us is sharply limited, clearly defined and governed by well recognized precedents. Prior to the effective date of the Iowa Probate Code could a plaintiff in an automobile collision case bring action, after the death of defendant’s decedent, in a county other than where decedent’s estate was being probated? Under our pronouncements the answer is “no.”

We are dealing with the question of jurisdiction and not of venue. “Jurisdiction, as contrasted with venue, refers to the power of a court to decide an issue on its merits, whereas venue refers to the place where the cause sued upon should be tried.” Hulburd v. Eblen, 239 Iowa 1060, 1064, 33 N.W.2d 825.

Except to note that there was no attempt to comply therewith we are not concerned with the provisions of the Iowa Probate Code (now found in section 633.415, Code of 1966). The action in the case at bar was commenced long prior to the effective date of the Iowa Probate Code. See section 633.2(2), Code of 1966.

We are not dealing with a case pending at the time of death of defendant’s decedent.

We are not dealing with a foreclosure of a lien wherein the property sought to be foreclosed has a physical situs in the county where the action is brought.

We are not dealing with a case where a plaintiff fiduciary, in order to enforce a claim, must sue in a county other than *713 where decedent’s estate is pending.

We are dealing with an original action brought to establish a claim against decedent’s estate brought and sought to be maintained in a court without jurisdiction. The named defendant is the executrix of decedent’s estate. She is defendant in a representative capacity that had been terminated long prior to trial. There is no claim of personal liability. The action is to establish claims against the estate of defendant’s decedent. The question is the jurisdiction of the subject matter.

The facts from which the question must be answered are simple and uncontradieted.

On September 29, 1962, a car owned by plaintiff Weyerhaeuser Company and driven by plaintiff O’Kelley and a car owned and driven by Arthur Lochner were involved in an intersection collision in Webster County. Both cars were damaged. Plaintiff O’Kelley was injured and defendant’s decedent, Arthur Lochner, was killed.

On November 5, 1962, Audrey Lochner, surviving spouse of decedent, was appointed executrix of decedent’s estate in Ida County, the county of decedent’s residence.

On November 7, 1962, plaintiffs served notice on defendant-executrix of this action started in Webster County. Under rule 48, Rules of Civil Procedure, the action was commenced with the service of this notice. This was subsequent to the death of defendant’s decedent and subsequent to the appointment of defendant-executrix. At that time exclusive jurisdiction over decedent’s estate was in Ida County.

Neither claim nor notice of any action or claim (as now required by the Iowa Probate Code) was ever filed in the probate court in Ida County.

On July 17, 1963, the estate was closed in Ida County pursuant to statute. The assets (what they were does not appear) were assigned to Audrey G. Lochner. There has never been any substitution of party defendant in the Webster County action.

In Webster County appearances were entered, motions, amendments, answer, counterclaim and responsive pleadings were filed during a two-year period.

On September 17, 1965, plaintiffs settled defendant’s coun *714 terclaim. How much was paid does not appear. There is no claim of any reservation of a right to maintain or continue plaintiffs’ action against defendant as appears in Mensing v. Sturgeon, 250 Iowa 918, 97 N.W.2d 145, and In re Estate of McClintock, 254 Iowa 593, 118 N.W.2d 540. There is no showing of consent by defendant to anything except dismissal of her counterclaim. The counterclaim was dismissed with prejudice. Appearances for eounterelaimant were withdrawn.

On September 20, 1965, the case proceeded to trial. The only issues that remained were the claims of plaintiffs against decedent’s estate. Plaintiffs were in the wrong court, in the wrong county, with a named defendant who had been discharged, attempting to establish a claim that had never been filed in probate and more than two years after the time for filing claims had expired. Just what effect plaintiffs’ settlement of the counterclaim might have or the inferences that might be drawn therefrom has not been argued.

On September 22, 1965, after two days of trial, defendant amended her answer alleging that decedent’s estate was closed and that no claim had been filed therein. The amendment was resisted but no ruling thereon appears.

Defendant then moved for a directed verdict on various grounds. The question of jurisdiction was raised and is of primary importance in the problem before us.

The trial court, relying on Hulburd v. Eblen, supra, held the “Webster County court was without jurisdiction and sustained defendant’s motion. We affirm.

I. The controlling statutes are found in chapter 604, Code of 1962. The ease is not controlled by the now effective Iowa Probate Code. See section 633.2(2), Code of 1966.

Under the controlling statutes the probate court of the county of decedent’s residence had exclusive jurisdiction of the management of decedent’s estate and the allowance of claims. “* * * there could be no jurisdiction of such estate, its settlement, or allowance of claims in the probate court of” another county. (Emphasis added.) Hulburd v. Eblen, supra, loe. cit. 1065.

Except for the manner in which the issue was raised the *715 situation here is exactly like Hulburd v. Eblen, supra. That was an automobile case. The man was dead. His estate was in probate. Suit was brought in the county where the accident happened. The statutes were quoted and authorities reviewed. It was held without equivocation that exclusive jurisdiction was in the county of decedent’s residence, i.e., where probate was pending. On page 1067, paragraph numbered 5, it is said:

“It should also be remembered that this claim or demand of the plaintiff is not a personal claim. The person charged with the liability, if any, for the collision, is dead. Any claim for damages must be against the assets of his estate. It is an action in rem. Such an action is tried, and the jurisdiction of the action is as to the property involved, which in this case consists of the assets of the estate; and the jurisdiction of matters connected with the settlement of the estate is, by statute, exclusively in the Cass county court. In an action in rem there can be no recovery beyond that which can be recovered from the property itself.

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Cite This Page — Counsel Stack

Bluebook (online)
145 N.W.2d 626, 259 Iowa 710, 1966 Iowa Sup. LEXIS 872, Counsel Stack Legal Research, https://law.counselstack.com/opinion/okelley-v-lochner-iowa-1966.