Phelps Mortgage Co. v. Thomas

194 Iowa 1078
CourtSupreme Court of Iowa
DecidedNovember 14, 1922
StatusPublished
Cited by8 cases

This text of 194 Iowa 1078 (Phelps Mortgage Co. v. Thomas) 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
Phelps Mortgage Co. v. Thomas, 194 Iowa 1078 (iowa 1922).

Opinion

Faville, J.

Simon Dewhirst died November 17, 1914, survived by his widow, Eliza Dewhirst, and two daughters and a son by his marriage to said widow. He also left surviving him three daughters by a former marriage. Decedent left a will, which was duly admitted -j-q probate on the 20th day of April, 1915, said will being as follows:

“1. It is my desire that out of my estate, first, all my [1080]*1080proper debts be paid, including’ funeral expenses and physicians’ and nurses’ charges for attendance during my last sickness.

“2. To my beloved wife, Eliza Dewhirst, I give and bequeath all my property, real estate and personal property of every description whatsoever with conditions only as stated in No. 3, following.

“3. Provided that the said Eliza Dewhirst shall not in any way whatever be restricted in the control and management of the said property, either real or personal, in buying, selling, or in investing the proceeds of the same, just so long as she remains my widow, provided that if she shall again marry, then there shall at once be an accounting and she shall be allowed t'o retain one third of the said property, which shall be duly set over to her and the remaining two thirds shall be divided ' equally among our three children, to wit: Mabelle Taub, née Dewhirst, Marguerite Dewhirst and Howard Dewhirst.

“4. It is my desire and request that as soon as the money can be raised out of my estate without sacrifice or detriment to the family living, one hundred ($100.00) dollars to be given to each of my three daughters by a former marriage, their names and present abodes are as follows: Mrs. R. B. Thomas, New York; Mrs. Gertrude Bergman, Youngstown, Ohio; Anna Laughlin, Cleveland, Ohio. And the executrix of this will is hereby directed to provide the money and make the said payments. ’ ’

The widow was appointed as executrix of said will, and filed her final report on May 18, 1916. Upon application, the court entered an order fixing the method of service of notice and the date of hearing on said final report, and notice was posted in accordance with said order; and on September 25, 1916, the court entered an order approving said report and discharging the executrix. The widow died, intestate, March 27, 1917, without having remarried, survived by her three children, the issue of the marriage to the testator; and in the spring of 1920, the said children conveyed said premises to the appellee. Subsequently, this action was brought, to quiet title in the appellee.

I. The first question for our consideration is the proper [1081]*1081construction of the will of the said testator and a determination of the question as to whether the surviving widow of the testator took a life estate in said premises or the title in fee simple. The provisions of the will are quoted above, and it is to be noticed therefrom that, by the first paragraph of the will, the testator gives and bequeaths to his wife all real and personal property, of every kind and description whatsoever, with conditions only as stated in the following paragraph of the will. In said paragraph, we find two provisions: First, that the widow shall not be restricted in the control and management of the property, in buying, selling, and investing the same, so long as she remains the widow of the testator. The second provision is that, if the surviving widow shall marry again, there shall at once be an accounting, and that she shall retain one third of said property, and the remaining two thirds shall be divided equally among the three children of the testator by his second marriage. Under those provisions of the will, did the surviving widow take a life estate or title in fee simple?

A similar question has been presented to this cqurt a number of times. Busby v. Busby, 137 Iowa 57; In re Will of Weien, 139 Iowa 657; Brunk v. Brunk, 157 Iowa 51; Price v. Ewell, 169 Iowa 206; Staack v. Detterding, 182 Iowa 582; Jones v. Clyman, 193 Iowa 1248; and other like eases.

We have had occasion to review our previous holdings in the quite recent case of Vaughn v. Converse, 184 Iowa 891, and it is unnecessary that we repeat the discussion contained in the opinion in said case. The provisions of the will in the Vaughn case are strikingly similar to the provisions of the will in the case at bar. By the terms of the will in the Vatoghn case, the testator gave and devised all his real and personal property, of every kind and description, to his wife, to have, hold, and control the same, “so long as she remains my widow.” Another paragraph of the will provided that, in the event the widow should remarry, then she should receive one third of all his real and personal property, and that the residue thereof should be equally divided among his children. In a codicil to the will, the testator gave to the wife the express power to sell and convey his real estate and execute a deed therefor, the same as if he were living.

The provisions of the will in the instant case are identical [1082]*1082in effect with those in the Vaughn case. The testator gives to his wife all his real and personal property. He provides that she shall not be restricted in the control, management, or sale of the same, so long as she remains his widow. He provides that, if she shall marry again, there shall at once be an accounting, and that she shall be allowed to retain one third of the property, and that the remainder shall go to designated beneficiaries.

In the Vaughn case, we held that the intent of the testator was to devise a fee, subject to the condition respecting remarriage. As in the Vaughn case, in this ease there is no provision for any disposition of the remainder after the death of the wife. It is only after remarriage.

The distinction between a will of this kind and the will considered by us in the Brurik case and in the Price case is clearly pointed out in the Vaughn case. In respect to the provisions in the will conferring upon the wife the power to sell and convey the real estate, as being wholly unnecessary if it was the intent of the testator to devise a fee, we said, in the Vaughn case:

“The suggestion is not without its significance. But, in view of the fact that the will burdened the wife’s fee with a condition, breach of which would defeat the title, the codicil can fairly be construed as intending to suspend such condition in favor of a purchaser, and to permit a sale and conveyance during the widowhood without subjecting the title in the hands of the purchaser to the menace of the condition. ’ ’

¥e think there is no escape from the conclusion that the testator by this will created a base or determinable fee in his surviving widow, subject only to the condition against remarriage, which condition became ineffective; that the widow died seized in fee simple of the real estate; and that, upon her death, intestate, the same passed to her heirs, the grantors of the appellee.

II. The remaining question in this case relates to the rights, if any, of the appellants under the fourth paragraph of the will of the testator, which paragraph is as follows:

[1083]*1083[1082]*1082“It is my desire and request that as soon as the money can be raised out of my estate without sacrifice or detriment to the family living, one hundred ($100.00) dollars to be given to

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Bluebook (online)
194 Iowa 1078, Counsel Stack Legal Research, https://law.counselstack.com/opinion/phelps-mortgage-co-v-thomas-iowa-1922.