Pabbeldt v. Schroeder

210 N.W. 958, 202 Iowa 689
CourtSupreme Court of Iowa
DecidedNovember 23, 1926
StatusPublished
Cited by3 cases

This text of 210 N.W. 958 (Pabbeldt v. Schroeder) 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
Pabbeldt v. Schroeder, 210 N.W. 958, 202 Iowa 689 (iowa 1926).

Opinion

SteveNs, J.'

William and Johanna Pabbeldt, husband and wife, died testate in Hamilton County, — the former in April, 1918, and the latter on October 14, 1923. At the time of his death, William Pabbeldt was the owner of the land in question and of personal property, mostly moneys and credits, of the value of approximately $21,000. By his will, he gave appellant the sum of $5.00, his daughter Minnie Klein the sum of $3,000, and to his wnfe, Johanna Pabbeldt, he gave the following:

*690 “All income and profit derived from any farm land I may own at time of my decease, and my said wife Jobanna Pabbeldt shall liave possession and control of all my real estate and the possession, use and profits of all my personal property, moneys and credits as ber own during lier lifetime and which shall be in lieu of her homestead rights, dower, and any and all other rights she may have in my property as provided for under the laws of the state of Iowa. ’ ’

The remainder he gave to his daughters Mary Haupt, Bertha Gayer, Pauline Schroeder, and Linda Geitz, share and share alike.

The will of Johanna Pabbeldt gave her household furniture, furnishings, and all personal belongings to her four surviving daughters, and all of the rest and residue of her property, real and personal, to appellant. The property of Johanna Pabbeldt consisted of her residence in Williams and about $13,000 in certificates of deposit of the State Bank of Williams.

The case turns upon whether Johanna Pabbeldt consented to take under her husband’s will. There is little conflict in the evidence, and-there appears to have been no friction of any kind at any time between the widow, her husband’s executor, and the beneficiaries of his will. There is no claim of fraud or bad faith upon the part of anyone connected with the estate or its administration. At the time of her husband’s death, Johanna Pabbeldt was 77 years of age, apparently in good health, -and in the full possession of her mental faculties. John Schroeder, her son-in-law, was appointed executor of the estate, the choice of which the will gave to the four daughters above named. Shortly after the death of William Pabbeldt, his widow and Schroeder consulted an attorney at Webster City, who advised her of her statutory right either to take one third in value of all the property of her husband or to accept the provisions of the will. No election to consent to the provisions of the will was ever filed by Mrs. Pabbeldt or made in open court. Her election, if any is shown, was by her voluntary acts and conduct.

Two leases of the farm were executed during the time intervening between the deaths of William and Johanna Pabbeldt. Both of these leases were prepared and signed in Mrs. Pabbeldt’s presence, the first one for her by Mrs. Schroeder, and the notes given for the second lease were made payable to her. Mrs. *691 Pabbeldt received all of the income from the estate, which income exceeded $13,000. Of this amount $2,604.34, which represented a portion of the rent for the farm for 1921 and all of the rent for 1922 and an item of interest, was paid directly t,o Mrs. Pabbeldt. The rest of the income, amounting to $9,961.79, was either paid at the State :Bank of Williams or to the. executor, credited to his account, and subsequently, paid by him to. Mrs. Pabbeldt in various amounts and on various dates. The first substantial payment made to her by the executor was $4,628.10, pn June 19, 1920. William Carstens, who was .the tenant of William Pabbeldt at the time of his death, testified that;:shortly .after that event, he. applied to Mrs. Pabbeldt for a new lease for a term commencing March 1, 1919. He testified that the terms of the lease subsequently signed were agreed upon between himself and Mrs. Pabbeldt, and no one else. The annual rental prior to the execution of the new lease, which was on July 30, 1918, had been $1,800. The rental under the new lease was $2,500. Both Carstens and A. H. Graffunder, a neighbor and friend, of William and Johanna Pabbeldt’s, testified that the latter visited the farm shortly after her husband died; that she talked with the tenant, complained to Graffunder because his father-in-law was seeking a reduction in the rent, and talked about leasing the place. A. D. Rankin, who leased the farm on August .26, 1922, for two years, commencing March 1, 1923, testified that his conversations were all had with Mrs. Pabbeldt; that the terms of the lease were agreed'upon with her; and that she.was present in the bank when it was executed. The notes executed by Rankin for the rent were made payable to Mrs. Pabbeldt, The income derived from the land and from, the personal property was deposited in the bank at Williams, and-certificates of deposit taken therefor in Mrs. Pabbeldt’s. name. Before her death, Mrs. Pab-beldt, in the presence of several members of her family and Mr. Graffunder, gave one certificate for $1,000 to Minnie Klein, and the remaining certificates, aggregating approximately $12,000, to appellant. One of the witnesses present testified that, when the certificates were handed to him, his mother said “to take good care of them, as that -would be all he would get. ’ ’ The evidence tends to show that she stated on different occasions that the land could not be sold during her lifetime,-as she had the income therefrom.

*692 E. I. Johnson, who was an officer of the bank at Williams, testified that Mrs. Pabbeldt frequently insisted that Carstens sell his crop and pay the rent before he moved off the place; that she was very active in business, and appeared to know what she wanted to do. She handled the proceeds of the farm in her own way, allowing a discount to a tenant of $500 on one year’s rent, and donating $700 to a daughter. That she understood the terms of the will is quite clearly indicated by a remark she made on the day of the funeral, as shown by the testimony of her daughter, who testified that she heard her mother say in German “that it was hard, but that she was well provided for, as she would have the income from the farm.” Nothing was done, so long as Mrs. Pabbeldt lived, to partition or sell the land, all of the children, including appellant, apparently acquiescing fully in the will of their father. Appellant must also have understood the will and have believed that his mother consented to the terms thereof. The executor of Mrs. Pabbeldt’s estate testified that he talked with appellant, and that the only property of his mother’s estate to which he referred was a house in Williams. The executor of William Pabbeldt’s estate testified that he talked with appellant shortly after the death of his mother; that appellant then stated that he understood that her estate was liable for the taxes, and that he would pay the funeral expenses; and that, in reply to the statement of the witness that there was some money belonging to the estate which some of the heirs were wanting and would like to have, said that some of them “sure needed it.” lie made no protest, nor did he make claim to any interest therein. Following this conversation, the executor distributed something like $22,000 of the personal estate to the persons entitled thereto under the will.

On the other hand, Mrs. Pabbeldt, on a few occasions, expressed dissatisfaction with the will, and said that appellant had not been fairly treated by his father.

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Bluebook (online)
210 N.W. 958, 202 Iowa 689, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pabbeldt-v-schroeder-iowa-1926.