Rodenburg v. Rodenburg

74 N.W.2d 241, 247 Iowa 444, 1956 Iowa Sup. LEXIS 425
CourtSupreme Court of Iowa
DecidedJanuary 10, 1956
Docket48843
StatusPublished
Cited by6 cases

This text of 74 N.W.2d 241 (Rodenburg v. Rodenburg) 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
Rodenburg v. Rodenburg, 74 N.W.2d 241, 247 Iowa 444, 1956 Iowa Sup. LEXIS 425 (iowa 1956).

Opinion

Thompson, J.

Plaintiff in his petition alleged his ownership of lands in Pottawattamie County described as the South Half (S%) of the Northwest Quarter (NW]4) and the North Half (N%) of the Southwest Quarter (SW]4), in Section 17, Township 77 North, Range 42 West of the 5th P.M. Plaintiff prayed that title to this realty be quieted in himself. He is a son of John J. Rodenburg, who died testate on November 16, *446 1940. John J. Rodenburg left surviving ten children, some of whom are now deceased. The defendants in the instant case are the surviving sons and daughters, the children or other legal heirs of those deceased, and the unknown claimants to the real estate above described. Not all of the defendants appeared, but certain ones did so, and they have now appealed from a decree in favor of the plaintiff.

I. The important point in the case concerns the proper construction to be given to the will of John J. Rodenburg. The particular parts involved are Items YII and XIII, although the whole will is material, since it must be construed by a consideration of the entire document to ascertain the true intent of the testator. Items VIT and XIII are set out herewith.

“Item VII

“It is my will and I do hereby give, devise and bequeath to my son, Hugo Rodenburg, the property described as the South Half (S%) of the Northwest Quarter (NW[4) and the North Half (N%) of the Southwest Quarter (SW%) all in Section 17, Township 77 North, Range 42 West of the 5th P.M. subject to the contingency as hereinafter set forth.

“Item XIII

“It is my will and I do hereby further provide that if any of my children shall be without child or children that then and in that event such children shall be and are hereby given only a life estate in and to the property above described and shall only have the use for life of such property; if such child or children depart this life prior to his or her spouse, then such spouse shall have the use of same during his or her life and after the death of both such child or children of mine and the spouse or spouses, such property shall be equally divided as to such of my other children as may be living at said time or the children of such children and if any are dead, then their children shall only take the share of such child of mine. This is only effective as to any not having children at my death.”

It is the plaintiff’s claim that the will gives him a fee simple title absolute to the lands referred to in Item YII. Defendants assert that he has but a life interest, to be followed by a life interest in his spouse if she survives him. The important facts are *447 that the will was executed on March 9, 1938, the testator died on November 16, 1940, that the plaintiff was married and childless both at the time the will was executed and when the testator died, and that a child, Phyllis Kay Rodenburg, was born to plaintiff and his wife on August 12, 1946.

II. Both plaintiff and defendants cite certain well-established rules of law, which we repeat. The cardinal princi,ple in construing wills is to find the real intent of the testator, and to give it effect. In so doing, the entire will must be considered; that is, it must be taken as an entirety, by its “four corners”, and every part given its proper interpretation and significance. The intention of the testator must be arrived at by determining not what he might have said or should have said, but what he actually did say. All of these principles are so well settled in the Iowa law that they need no further elaboration or citation of authorities; but those who are interested may find them set out and discussed in In re Estate of McCulloch (Bliss, J.), 243 Iowa 449, 456, 457, 458, 52 N.W.2d 67, 72, 73. It is also true, as the appellants here emphasize, that when the meaning of the will is clear and unambiguous, there is no room for construction; or perhaps it is more nearly correct to say there is then only one permissible construction. In re Estate of McCulloch, supra, page 457 of 243 Iowa, page 72 of 52 N.W.2d.

III. But, while we agree with the rule last above stated, Ave do not find the language of the will under consideration here so clear that we may apply it. The will was evidently prepared by a skilled draftsman; but Item XIII is not so clear in its meaning that we can say there is no room for differing opinions as to the intent disclosed. Consideration must be given not only to this item but to the entire document.

It will be noted that Item VII, while first giving to the plaintiff what, standing alone, Avould be a fee simple absolute, closes with the words “subject to the contingency as hereinafter set forth.” This makes the title granted subject to a condition or conditions. It creates what is variously known in the law as a conditional, or defeasible, or base or qualified fee. We have recognized and discussed the nature of conditional or defeasible fees in many cases. See In re Estate of McCulloch, supra; Shope *448 v. Unknown Claimants, 174 Iowa 662, 156 N.W. 850; Sagers v. Sagers, 158 Iowa 729, 138 N.W. 911, 43 L. R. A., N. S., 562.

It is not contended that the devise to the plaintiff in Item VII was so absolute and unqualified that any limitation in a later part of the will created a repugnancy and so would be void. The gift to Hugo Rodenburg in Item VII was clearly conditioned in the same item upoii the happening or failure to happen of a contingency; and this contingency can only be the one defined in Item XIII. It is the interpretation of Item XIII which is the difficult feature of the case.

IV. Item XIII (set out verbatim in Division I above) first says: “It is my will * * * that if any of my children shall be without child or children that then and in that event such children shall be and are hereby given only a life estate in and to the property above described * * Then comes a provision for a life estate in the spouse of such child if such spouse survives the child of testator who “shall be without children”; then follows a reverter clause, providing that the property, after the death of the child of the testator who “shall be without children”, and his or her spouse, shall be divided among the testator’s other children or their children. The closing sentence, the one which is the primary cause of the contention here, says: “This is only effective as to any not having children at my death.”

The defendants-appellants construe this final sentence, as indicating a clear intent on the part of the testator that the condition on which plaintiff’s title was limited — if he should be “without child or children’ ’ — would become effective if he was without such child or children at the time of the testator’s death. Since he did not have a child at that time, defendants think the condition upon which defeasance was based has occurred, and plaintiff has only a life estate. .

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Bluebook (online)
74 N.W.2d 241, 247 Iowa 444, 1956 Iowa Sup. LEXIS 425, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rodenburg-v-rodenburg-iowa-1956.