Palmer v. Evans

124 N.W.2d 856, 255 Iowa 1176, 1963 Iowa Sup. LEXIS 791
CourtSupreme Court of Iowa
DecidedNovember 12, 1963
Docket51137
StatusPublished
Cited by7 cases

This text of 124 N.W.2d 856 (Palmer v. Evans) 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
Palmer v. Evans, 124 N.W.2d 856, 255 Iowa 1176, 1963 Iowa Sup. LEXIS 791 (iowa 1963).

Opinions

Snell, J.

This is an interlocutory appeal, perfected with permission (R. C. P. 332), in a declaratory-judgment action (Division XI, R. C. P.), from the rulings on points of law tendered by the pleadings and motions (R. C. P. 105).

The issues arise from an attack upon a will and the administration of an estate in the process of probate in Scott County. The issues involve the application of and the right to invoke the Iowa mortmain statute, the rule against perpetuities, the cy pres doctrine, the rules of will construction, plaintiff’s right and standing to assert his claimed rights, and waiver and estoppel.

The several issues have been exhaustively researched and ably argued by counsel. Each of the tendered issues would be a challenging question for discussion and worthy of determination but we will in the main limit our discussion to the matters necessary for decision of the case.

Bartlett J. Palmer, a man of wealth, a resident of Iowa, died testate, on May 27, 1961. He was a widower survived by a son, plaintiff herein. Decedent’s will has been admitted to probate. Executors and trustees nominated therein have qualified and are among the defendants herein.

Articles I, II and III of the will are not material to this appeal.

Article IY expresses testator’s appreciation of his associates, the purposes prompting the provisions of the will, and the belief that decedent’s son had ‘been abundantly provided for through the provisions made for him during the lifetime of my wife and myself and by the Will of my late wife, through both of which he will receive for practical purposes substantially the entire fortune accumulated through our efforts and the efforts of those whom I now desire to reward.’ ” This is not very important except to show that the will was not a deathbed conclusion resulting from the kind of solicitation some authorities say mortmain statutes were intended to discourage.

Articles Y and YI make specific bequests not material here.

[1180]*1180Articles VII, VIII and IX provide for tbe ultimate disposition of certain personal property and interests in real estate all tied in and consistent with the subsequent provisions of the will.

Article X is the real battleground in the case. It provides

“I give, devise and bequeath all of the rest, residue and remainder of my estate, * * * [extensive references] (all of which property is hereafter referred to as the ‘Trust Estate’) to the Trustees hereinafter designated, and to their successors and assigns, for the following uses and purposes:
“(a) It has been my long and cherished aim and purpose to establish a museum in memory of my wife, Mabel H. Palmer, and me, and to aid in the perpetuation of the Chiropractic philosophy, science and art. Therefore, to effectuate my aim and purpose I direct the Trustees, as soon as possible after my decease, to cause a nonprofit corporation to be organized under the laws of the State of Iowa, to be known as ‘The B. J. and Mabel H. Palmer Memorial’ with such powers, purposes, bylaws and provisions applicable to the operation, management and perpetuation thereof as they shall deem to be in the best interests of the public, and for the advancement of the Chiropractic philosophy, science and art, and upon the organization thereof, to transfer, convey and deliver the Trust Estate or the proceeds of sale or other disposition thereof to said corporation. It is my desire that, to the extent legally permissible and economically feasible, the museum be housed in the property in Davenport, Iowa, now constituting my residence and in such additions thereto as may be deemed necessary, and that if said property is not made available therefor that suitable quarters be purchased or erected for the purposes of said museum. It is further my desire that my various collections, art treasures, books, contents of my Davenport home and of ‘Little Bit O’ Heaven’, be housed in said museum. Any funds of said corporation not required for the establishment, operation, perpetuation and purposes of the museum shall be used to advance the Chiropractic philosophy, science and art. No part of the net earnings of said corporation shall inure to the benefit of any private shareholder, member or individual and [1181]*1181no substantial part of tbe activities thereof shall be the carrying on of propaganda, or otherwise attempting to influence legislation.
“(b) Said Trustees shall select the initial directors, trustees or officers of said corporation, which may include themselves or any of them, fix their tenure of office, determine the method for selection or designation of successor directors, trustees or officers, determine qualifications for membership in said corporation, if any, and generally shall perform such other acts as shall be necessary in order to provide for the organization thereof, its management and operation. If my son, Daniel David Palmer, or my daughter-in-law, Agnes Palmer, as the case may be, shall agree to transfer his or her remainder interest in the property of my wife, referred to in Article VII hereof, to said corporation, then the Trustees shall designate him or her as one of the directors or trustees of said corporation if he or she desires to serve as such.”

Article XI provides:

“I hereby expressly authorize and empower my Executors with respect to my estate and my Trustees with respect to the Trust Estate herein created, severally and to the extent applicable to each, in their sole and absolute discretion:
“1. To hold, retain, manage, improve, sell, exchange, transfer, convey, lease for any term of years (although such term extends beyond the duration of the Trust), mortgage or otherwise encumber, purchase, acquire, deal with or dispose of any property of my estate or the Trust Estate; to invest or reinvest such property in any securities or property whatsoever, without limitation of any statute or rule of law relating to investments by fiduciaries; to make contracts, execute and deliver good and sufficient deeds, transfers and conveyances; to borrow money and extend credit on behalf of my estate or the Trust Estate; to deposit funds in any bank or banks; to keep such portion of the funds uninvested as they may deem expedient; to hold securities in the name of a nominee or nominees; to collect all income and pay all expenses of administering my estate or the Trust Estate, including reasonable compensation of the Executors and Trustees; to employ agents, employees and attorneys [1182]*1182and fix tbeir compensation; to prosecute, defend and compromise any claim of or against my estate or the Trust Estate; and generally to exercise all rights or powers with respect to such property which may be lawfully exercised by persons owning similar property in their own right. The Executors and Trustees shall not be required to report to or obtain the approval of any court in performing their duties hereunder or in administering my estate or the Trust Estate.
“2.

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Related

In re Estate of Roethler
Court of Appeals of Iowa, 2024
Palmer v. Commissioner
62 T.C. No. 75 (U.S. Tax Court, 1974)
In Re Last Will & Testament of Faber
141 N.W.2d 554 (Supreme Court of Iowa, 1966)
Watson v. Manley
130 N.W.2d 693 (Supreme Court of Iowa, 1964)
In Re Loranz'Estate
128 N.W.2d 224 (Supreme Court of Iowa, 1964)
Palmer v. Evans
124 N.W.2d 856 (Supreme Court of Iowa, 1963)

Cite This Page — Counsel Stack

Bluebook (online)
124 N.W.2d 856, 255 Iowa 1176, 1963 Iowa Sup. LEXIS 791, Counsel Stack Legal Research, https://law.counselstack.com/opinion/palmer-v-evans-iowa-1963.