Owen v. Christensen

76 N.W. 1003, 106 Iowa 394
CourtSupreme Court of Iowa
DecidedOctober 17, 1898
StatusPublished
Cited by5 cases

This text of 76 N.W. 1003 (Owen v. Christensen) 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
Owen v. Christensen, 76 N.W. 1003, 106 Iowa 394 (iowa 1898).

Opinion

Given, J.

1 I. Appellant’s counsel state the facts as follows, which statement is sufficiently accurate for the purposes of the questions to be considered: “Richard Owen died on August 9, 1895, and the plaintiff is his widow. He left a will, and the defendant is the executor thereof. Prior to his death he had owned 160 acres of land, but he conveyed this to the plaintiff October 9, 1884, and the consideration expressed in the deed was one dollar and other valuable considerations. About the 1st of March, 1890, this land was sold and conveyed by them to one Emly, and the consideration of $4,290 was deposited in the bank and certificates of deposit issued to Richard Owen therefor. In October, 1890, Richard Owen and his wife went on a visit to England, and one of these certificates, for $1,290, was cashed, and some money added to it, and a foreign draft issued to Richard Owen for $1,800. In December, 1891, the balance due on the other certificates of deposit was transferred to a bank in Exira, and certificates of deposit were issued therefor, made payable to Richard Owen and Elizabeth Owen. After their return from the trip to England, and on July 1, 1891, Richard Owen purchased a house and lot in Exira with the money he had taken when they went to England, and perhaps some portion of that left in the bank; and the title to this property was taken in the name of Richard Owen, and he still held this property at the time of his decease. On December 6, 1894, there had been loaned to Thos. E. Musson $500 of this money in the bank at Exira, and a note taken payable to Mr. and Mrs. Owen or order, and this note was unpaid at the time of the death of Richard Owen. At the date of the death of Richard Owen there was outstanding one certificate of deposit dated June 4, 1895, for $2,400, and on which there had been one payment made July 26, 1895, of $100. After his death, and prior to the appointment of the executor, the certificate was in the possession of the plaintiff ; and there were three payments made to her during that [397]*397time, aggregating $320. After the appointment of the executor, and on October 12, 1895, this certificate of deposit was surrendered to the executor by the plaintiff, but there is a wide discrepancy as to the object and purpose of this transaction. It appears that at the date of the surrender of the old certificate of deposit to the executor a new certificate was issued, and made payable to the executor; and the inventory of the executor shows that this last certificate of deposit, the Musson note, and a few items of personal property comprised the entire personal estate of Richard Owen, deceased. In November, 1895, the plaintiff filed her application with the court to have an allowance made for her support for one year out of the estate of her husband, and also an application to have the exempt property set off to her; and both of these applications were granted by the court, and $250 ordered paid by the executor for her support. The amount was paid out of the deposit represented by the certificate of the bank, and the personal property, outside of the certificate and Musson note, was set off to her as exempt property of her husband’s estate. The plaintiff brought this suit to recover from the executor the balance of this certificate of deposit and the Musson note; claiming that they were her individual property, and not the property of her deceased husband, and that the executor had no right to them or their proceeds. The jury found that the plaintiff was entitled to $1,269 of the $1,775 due from the bank on the certificate, and that she was entitled to one-half of the Musson note. But on the ruling on the motion for a new trial the court required the plaintiff to remit all in excess of $878 due on the certificate of deposit, which was done, and the plaintiff had judgment for $878 and the costs. The jury found specially that the plaintiff was entitled to one-half of the Musson note, and, as. it was then uncollected, judgment was suspended until it was-paid in. From the judgment awarding the plaintiff $878 out of the certificate of deposit, the defendant appealed.”

[398]*3982 II. Appellant’s first complaint is of the following part of the sixth instruction: “If it be shown by the evidence that each of the parties treated the'property in question as belonging to them jointly, and each permitted the other to exercise ownership over the same, this would authorize you to find that each had a one-half interest in the property in controversy, and that any right or interest which either had inconsistent-with such interest had been relinquished and given to the other.” Appellant insists, as a matter of law, “that the mere exercise of these acts of apparent joint ownership did not constitute a joint ownership in fact, and the court was not warranted in assuming that they did.” It is argued that in this part of the instruction the court usurped the province of the jury, and many authorities are cited, from this and other states, holding that it is error for the court to assume that any controverted fact is established. There is no controversy as to the law, but only as to its application to this case. While acts of apparent joint ownership are competent to be proven,.and may be sufficient to establish such ownership, they are not conclusive of it. The part of the instruction objected to does not assume anything as to the disputed facts, but simply directs the jury that if it is shown that each party treated the property as belonging to them jointly, and permitted the other to exercise ownership over it, this would authorize the jury to find a joint ownership. The jury was not told that such act would be conclusive as to the question of joint ownership, but only that it might therefrom find such ownership. In other parts of the same instruction, and in other instructions, it was made plain to the jury that the acts of the parties with respect to the ownership'were not conclusive, yet proper to be considered in determining the issue as to ownership. Attention was directed in the seventh instruction to all the circumstances of which there was evidence. As we view it, the instruction complained of assumed nothing as to the facts in dispute, and therefore the authorities cited by appellant are not applicable.

[399]*3993 III. After the commencement of this action the plaintiff applied to the court in probate to be allowed two hundred and fifty dollars for her year’s support as widow of Richard Owen, deceased. As showing the necessity for an allowance, she said in her application that she was seventy-eight years of age, and unable to work, that she had to be cared for by a nurse, and that all the property she possessed in her own right was involved in this suit. The allowance was made, and the executor paid it out of the money represented by the certificate of deposit in controversy. Appellant insists that by asking and receiving this allowance the plaintiff is estopped from claiming owership of the certificate; that by so doing she elected to treat the certificate as assets of the estate, and should not now be heard to,claim it as her own. The fault of this contention is in assuming that the plaintiff conceded in that application that the certificate was an asset of the estate. On the contrary, she showed, as a reason why she needed the allowance, that the certificate and note, her only property, were tied up in this litigation. She did not ask to be paid an allowance out of the certificate or note, but out of the estate.

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Bluebook (online)
76 N.W. 1003, 106 Iowa 394, Counsel Stack Legal Research, https://law.counselstack.com/opinion/owen-v-christensen-iowa-1898.