Powell v. Overton

191 Iowa 574
CourtSupreme Court of Iowa
DecidedFebruary 8, 1921
StatusPublished
Cited by4 cases

This text of 191 Iowa 574 (Powell v. Overton) 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
Powell v. Overton, 191 Iowa 574 (iowa 1921).

Opinion

Per Curiam.

The petition alleges the matters before set out, and that defendant has never paid the said legacy; that it is a charge upon the real estate of deceased; that the claim was not filed before because defendant told her that the will of her father made no provision for her, and that it was simply a verbal request, made by their father, that defendant should pay her the sum of $1,000 upon the death of her mother, Eliza; that claimant never read the will, but relied upon said representations ; that defendant said that, upon the death of the mother, he would pay her said sum; that defendant never posted any notice of his appointment as executor and never filed any proof of having done so; that he never filed any list of heirs or real estate, or inventory of the personal property of deceased; that said estate is unsettled and solvent; and that the said John T. Overton has never been discharged as executor.

Defendant demurred to. the petition, on the ground that it shows on its face that the cause of action is barred by the statute of limitations. The demurrer was overruled. Thereupon, defendant filed a motion to require plaintiff to give security for costs, supported by affidavit showing that plaintiff is a nonresi[576]*576dent of the state, and is a resident of the state of Missouri; that said action will be a jury trial; and that the amount involved is such that there will probably be an appeal from the decision of the lower court. The motion was overruled. Defendant excepted to said rulings.

Thereafter, and on January 27, 1919, defendant filed his answer in six counts, and later, on May 20th, he filed what he denominates an amended and substituted answer, in 13 counts, the substance of which is: Denies generally; admits death of testator and the probate of the will, and that defendant was appointed and qualified as executor, December 9, 1893; states that he posted notice of his appointment, as required by law; pleads the bar of the statute of limitations, under Paragraphs 6 and 7 of Section 3447, Supplement to the Code, 1913; asserts that plaintiff was guilty of laches, and is estopped from asserting that her claim has not been paid, for that she remained silent for 22 years, and the legacy is conclusively presumed to have been paid and satisfied, and she cannot now say that defendant did not comply with the law and his duties as executor ; states that the legacy was satisfied after the execution of the will, by defendant’s delivering to plaintiff a note of like amount, and that defendant is the residuary legatee, and payment of plaintiff’s legacy would reduce the amount he would receive individually; says that there was no personal property, and that all the real estate left by testator has been in the possession of the legatees to whom it was delivered, for more than 20 years, under color of title and claim of right, and that they have acquired title by adverse possession; asserts that plaintiff’s claim is an attempt to recover an interest in real property, and that devisees have title by adverse possession; claims that, by plaintiff’s laches in not asserting her claim until after the estate was settled, she is estopped; and states that, as executor, he reserves for himself and relies upon the provisions of the law constituting a defense of payment in behalf of the estate, the sainé as though set out in the answer.

Defendant, as residuary legatee, takes several hundred acres of land.

Many errors and points for reversal are made. They are so numerous that we shall not be able to discuss all of them in [577]*577detail. All liave been considered. The question as to the statute of limitations, raised by the demurrer, will be considered later.

i. costs: security e?TOnfoi£Tre-fusal 1. As to the ruling on the motion for security for costs, it is conceded that the motion was in due form, and that plaintiff was a nonresident of the state. Appellee contends that there is no Prejudice to the defendant, even if the rul-was erroneous. The purpose of a bond for costs, is, of course, to save the defendant harmless in case plaintiff is unsuccessful, and judgment for costs is rendered against her. She was successful, and defendant is to pay the costs; and, if judgment is affirmed here on other grounds, it would be a useless proceeding to reverse and send the case back so that a cost bond might be given, and then a like recovery for plaintiff, and no liability on the bond. Appellee also contends that, as the law then stood, there was no bond for costs required in probate proceedings: that their action was not an action in probate, as provided in a later amendment to the statute, (Ch. 47, Acts 37 G-. A.), which took effect July 4,1917. They say that the main action in the district court was the settlement of the testator’s estate, and that the bringing and proof of claims by creditors were mere incidents or details in the accomplishment of that end; that the doors of the court are open to all creditors; and that this right is not dependent upon their ability to give a cost bond. On the foregoing propositions, appellee cites Wise v. Outtrim, 139 Iowa 192, 200. While it is called a claim, the proceeding is really an application for the payment of a legacy; and, if the pleading is inaccurately designated, it will be disregarded.

2. There was a conflict in the evidence as to whether defendant had posted notice, as contended by him, and whether he had complied with the law as to his duties, so that the estate was settled, as he claims, before plaintiff commenced proceedings. This was a question for the jury, and was submitted to them, and the finding is against defendant. It is conclusive upon us. The jury was instructed as to the presumption that, after the lapse of a long time, the executor had performed the duties required of him, and that the estate was settled, but was informed that the presumption could be rebutted by evidence.

3. There is no claim by defendant that the plaintiff’s legacy was actually paid, except that he alleges that a note for [578]*578$1,000, which, he says, was signed by plaintiff and her husband, was delivered, at the-instance of deceased, in his lifetime, in settlement of the legacy. The evidence shows that plaintiff had not signed the note; that it was the individual note of her husband, who was insolvent. Plaintiff had nothing to do with the surrendering of the note to her husband, and had no knowledge of it, and did not consent thereto, as a payment or settlement of the legacy. The question was submitted to the jury, who were told that, if there was such a settlement as contended by defendant, plaintiff could not recover. The finding of the jury against defendant on this point has ample support in the testimony.

4. The jury was also told that the failure of plaintiff to make her claim or demand sooner, and her silence and acquiescent conduct, if unexplained, would warrant an inference that the legacy had, in some manner, been paid or satisfied, but that the jury should consider all the facts and circumstances and plaintiff’s explanation, in determining the question.

2 limitation ot uíenf^onoeai^" ment o£ legacy. 5.

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Bluebook (online)
191 Iowa 574, Counsel Stack Legal Research, https://law.counselstack.com/opinion/powell-v-overton-iowa-1921.