Powers v. Perry

144 N.W.2d 402, 259 Iowa 361, 1966 Iowa Sup. LEXIS 842
CourtSupreme Court of Iowa
DecidedJuly 14, 1966
Docket52104
StatusPublished
Cited by3 cases

This text of 144 N.W.2d 402 (Powers v. Perry) 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
Powers v. Perry, 144 N.W.2d 402, 259 Iowa 361, 1966 Iowa Sup. LEXIS 842 (iowa 1966).

Opinion

Stuart, J.

Plaintiff seeks to establish the separate reciprocal wills of Ira Edward Perry and Clara May Perry, husband and wife, as mutual wills and asks for specific performance of the oral contract alleged to have been entered into by the parties at the time the wills were executed.

On January 28, 1941, the Perrys executed separate, but reciprocal, wills, which contained the following pertinent provisions :

“Second. I give, devise and bequeath to my beloved husband Ira Edward Perry, (wife Clara May Perry) all of my property, which I have or possess at the time of my death to be his (hers) absolute and without reservation.
“Third. It is my further desire, that in case Ira Edward Perry (Clara May Perry) precedes me in death, I give, devise and bequeath to Walter Pearl Perry, and Gladys K. Perry Reisman, all of my property real and personal which I may have upon my death, share and share alike.”

Ira died in 1952. His will was probated and Clara took possession of the property under its terms. On November 14, 1961, Clara executed a second will which devised and bequeathed all of her property to Walter Pearl Perry. This action was commenced after this will was probated. The trial court held plaintiff failed to show by the required quantum of proof that there was a contractual arrangement between the parties at the time the reciprocal wills were executed which prevented the survivor from revoking the will if he or she desired. We agree.' " ■

*363 I. We defined “joint”, “reciprocal” and “mutual” wills in Father Flanagan’s Boys’ Home v. Turpin, 252 Iowa 603, 607, 106 N.W.2d 637, 639, 640.

“* * * in order for either maker of an alleged mutual will to be denied the right to revoke, it must appear by clear and satisfactory evidence, or on the face of the wills, they were executed pursuant to such contract provisions between the makers.” Youngberg v. Holstrom, 252 Iowa 815, 818, 108 N.W.2d 498, 499.

To establish such contract by the required quantum of proof there must be clear, satisfactory and convincing evidence apart from the execution of reciprocal wills. In re Estate of Lenders, 247 Iowa 1205, 1214, 78 N.W.2d 536, 541; In re Estate of Ramthun, 249 Iowa 790, 802, 89 N.W.2d 337, 344; Allinson v. Horn, 249 Iowa 1351, 1356, 92 N.W.2d 645, 648; Barron v. Pigman, 250 Iowa 968, 972, 95 N.W.2d 726, 729; Levis v. Hammond, 251 Iowa 567, 100 N.W.2d 638, 640, 641; Father Flanagan’s Boys’ Home v. Turpin, supra, 252 Iowa 603, 106 N.W.2d 637, 639-641; Youngberg v. Holstrom, supra; In re Estate of Logan, 253 Iowa 1211, 115 N.W.2d 701, 704, 705; Vilter v. Myers, 255 Iowa 818, 123 N.W.2d 334, 336, 337.

Plaintiff and defendant, Walter Pearl Perry, were respectively the niece and nephew of Ira Edward Perry and Clara May Perry and are sister and brother. Both their parents died and in 1916 they went to live with the Perrys. Plaintiff left the home in 1917. Walter lived with them until his marriage to Ethel Jane in 1921. The relationship continued to be close and both plaintiff and defendant visited frequently in the Perry home.

In December 1940, plaintiff, then a widow, was invited to Sunday dinner at the Perry home with Edward A. Schmidt, an Oskaloosa attorney. Clara told Mr. Schmidt she and Ira wanted to make wills. He testified:

“I drew the wills as directed by them. I remember what they said to me and what I said to them about what they wanted. They didn’t tell me how the will was to be made. I did ask them what they wanted in the will and drew the will accordingly. When I asked what they wanted in the will I remember what they said and it was put in the will. * * *
“Q. What did they say they had agreed to do? A. They said they had agreed about a will. They asked me whether I *364 could draw the will, and I told them I could. I drew the wills like they told me.
“Q. You may state whether or not either of them said to you what they had made an agreement among themselves about the way they wanted to dispose of their property? A. Yes.
“Q. Now you may state what either one of them said to you about how they agreed to dispose of their property. A. They stated they wanted the property to the survivor, the survivor to inherit the property and at their death, when they were gone, the property was to be divided equally between Gladys K. Reisman and Walter Perry.
“Q. That is what they told you? A. That is what they said.”

Sometime in December 1940 “I handed the wills to them and told them to look them over, and if there were any changes they wanted to make, to tell me what they were, and I would rewrite them.

“I put in the will what the conversation was about and how they wanted it, and that is all the conversation I had with them about making wills that I am relating. * * *
“Q. Conversation, the conversation was testified they told you they had made an agreement to do it a certain way? A. They told me they had agreed to malte a will and wanted me, ask if I could do it for them.”

Plaintiff testified:

“My aunt said to Ed Schmidt, Ed and her wanted to make wills disposing of their property and asked if he could malte them and he said he could and asked her how they wanted to dispose of their property. She said Ed and I have agreed, that the first one to die, the other one is to have all the property and then when the last one dies what is left is to be divided equally between Walter and Gladys, that is, Walter Perry and Gladys Reisman.”

Mrs. Cynthia Rupe, a friend of Mr. and Mrs. Perry since she was a little girl, took Mrs. Perry to the office of Arthur McGivern in Ottumwa where her second will was drawn. She and Mrs. Perry picked it up at a later date and took it to Hedrick where it was executed. She had talked with Mrs. Perry on occasions *365 after Mr. Perry’s death concerning the disposition of her property. She testified:

“I had taken (Mrs. Perry) down to the farm one time to spend the day working, and I was working in the house and Mrs. Perry began to tell me that she wanted to make a different will. Before Ed had died, he had asked her to be sure and make another will and not leave Gladys a thing.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Kufer v. Carson
230 N.W.2d 500 (Supreme Court of Iowa, 1975)
Collord v. Cooley
451 P.2d 535 (Idaho Supreme Court, 1969)

Cite This Page — Counsel Stack

Bluebook (online)
144 N.W.2d 402, 259 Iowa 361, 1966 Iowa Sup. LEXIS 842, Counsel Stack Legal Research, https://law.counselstack.com/opinion/powers-v-perry-iowa-1966.