Sick v. Rock

37 N.W.2d 305, 240 Iowa 584, 1949 Iowa Sup. LEXIS 366
Supreme Court of Iowa·Decided April 5, 1949·No. No. 47352.·Published·Cited by 9 cases

Opinion

Mantz, C. J.

— This is an action in equity to construe the will of Christian V. Rock, who died October 26, 1936, a resident of Pottawattamie County, • Iowa. He was survived by his widow, Caroline Rock, and four children — three daughters and one son, Alfred Rock. The will was executed June 16, 1936. It was probated and his widow, Caroline Rock, qualified as executrix and elected to take under its terms. She died June 1, 1947. The son, Alfred, a widower, died intestate on November 2, 1946, leaving one child, Elese Caroline Rock, a minor. She and her guardian are defendants herein.

The suit was brought by Rosie Dittmer and Bertha Sick, daughters of Christian V. Rock and Caroline Rock. The other *586 daughter is not plaintiff in this litigation but is named as a defendant.

I. The will (in paragraph 1) devised and bequeathed to testator’s wife for life all his property, same to be in lieu of her “statutory rights.” In paragraph 2 testator devised a remainder (subject to the life estate) in certain land to his son, Alfred, “but upon the express condition that he shall within six months thereafter pay the sum of three thousand dollars in cash to each of my three daughters.” There was a residuary clause running “in equal shares to my four ’ children; and in the event any child shall predecease me, such share and devise shall'go to its issue per stirpes.”

Plaintiffs claim that by reason of the death of Alfred Rock before the life tenant, Caroline, and by reason of his failure to make the $3000 payments as provided in paragraph 2 of the will, the one-hundred-sixty-acre farm described in paragraph 2 of the will became a part of the residuary estate under paragraph 3 of the will and was to be disposed of as provided in said residuary clause.

Alfred’s daughter, EJese Rock, and her guardian, Richard M. Coe, claim that tinder paragraph 2 of the will Alfred Rock took a vested remainder subject to the life estate of his mother and that by paying or offering, to pay to the three daughters of Christian and Caroline the sum of $3000 apiece, the farm devised became the property-of the minor as the sole heir of Alfred.

The trial court held that under the will Alfred acquired a vested remainder and that the guardian may pay or offer to pay to each of the three daughters, Bertha Sick, Rosie Dittmer and Ida Holtz, the sum of $3000, and in the event said parties refused to receive the said payments, then to pay the same to the clerk of court and taire his receipt therefor and that upon the filing of such receipt, the land devised be released from the lien and charge .placed thereon by the terms of the will of Christian V. Rock.

The record shows that before six months had elapsed after the death of the life tenant, Caroline Rock, Richard M. Coe, as administrator of the Alfred Rock estate and guardian of Elese Caroline Rock, had offered said $3000 payments and that all of *587 them had been refused. In answer, payment is likewise tendered to each of testator’s daughters.

II. The decisive question in the case is as to the nature of the interest of Alfred Rock in the farm devised. How is this issue to be determined?

It is hardly necessary- to cite authority on the proposition that the intent of the testator is to be gathered from the will. Where the intent appears therein and no ambiguity exists extrinsic evidence of the testator’s intent is not admissible. Boehm v. Rohlfs, 224 Iowa 226, 276 N. W. 105. A recent pronouncement of this court is set forth in the case of In re Estate of Schmitz, 231 Iowa 1178, 3 N. W. 2d 512. See eases cited therein. Anderson v. Anderson, 227 Iowa 25, 286 N. W. 446; Culver v. Hess, 234 Iowa 877, 14 N. W. 2d 692; Shoberg v. Rock, 230 Iowa 807, 298 N. W. 838. In the case of Anderson v. Anderson, supra, Justice Hale-stated clearly and distinctly the rules which have been laid down and followed by this court in the construction of wills. Therein, it is held the principal concern should be to ascertain and determine the intention of the testator and that all rules of construction pertaining to the vesting of estates or interests will yield to the intention of the testator.

We find no ambiguity in the language of the will itself and no extraneous evidence suggesting any latent ambiguity. It gives a life estate to the widow (which she accepted and enjoyed until her death) in lieu of her statutory rights. The devise to Alfred is' clear. There is no suggestion that its' vesting was dependent upon payment of the amounts to his sisters or upon his outliving his mother. Whether -nonpayment would have resulted in a lien enforceable by foreclosure or in a- devesting of the title we need not determine, since tender of payment was timely made and is renewed here.

The time for the owner of the remainder to enter into possession was specifically stated — “upon the death of my wife,” or at testator’s death “in the event she does not survive me.” The time for payment of the $9000 to the sisters — “within six months thereafter” — was clearly six months after the right of possession accrued. There was no ambiguity in that. - In short, *588 we hold that no extraneous evidence was necessary or admissible in the construction of the will.

It is an established rule of law in this state that a provision that the remainder shall pass to the remainderman “on the death of” or “at the death of” the life tenant refers to the time of the enjoyment and possession of the property by the remainderman and does not prevent the vesting of the remainder in fee on the death of the grantor, unless there is language requiring a different construction. The use of such words ’is not sufficient to indicate an intention to postpone the vesting of the estaie. Blair v. Kenaston, 223 Iowa 620, 273 N. W. 184, citing Schrader v. Schrader, 158 Iowa 85, 139 N. W. 160; In re Estate of Phearman, 211 Iowa 1137, 232 N. W. 826, 82 A. L. R. 674.

III. Was the devise in paragraph 2 of the will of testator to his son, Alfred Rock, a vested or contingent remainder? We have held a vested remainder is one which passes by the conveyance but the possession and enjoyment of which are postponed until the particular estate described therein terminates, which is invariably fixed in a certain determinate person or persons.. Fulton v. Fulton, 179 Iowa 948, 162 N. W. 253, L. R. A. 1918E 1080; Jonas v. Weires, 134 Iowa 47, 111 N. W. 453; Collins v. Collins, 116 Iowa 703, 88 N. W. 1097; In re Estate of Phearman, supra; Glenn v. Gross, 229 Iowa 146, 294 N. W. 297. We need not discuss the difference between the common law and the New York statutory definitions discussed in some of the cited cases. That distinction is not important here.

In the present instance the particular estate was the life estate to Caroline Rock; the remainder so far as enjoyment and possession was concerned was postponed until the expiration of the particular estate at her death.

Alfred Rock was alive when the life estate came into being. There was no uncertainty as to the holder of the particular estate. Her successor to the fee was living, definite and certain. The devise to Alfred is not hedged or limited in any manner. It gave him a vested remainder estate, deferred as to enjoyment and possession until the death of his mother, the life tenant.

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Sick v. Rock, 37 N.W.2d 305, 240 Iowa 584, 1949 Iowa Sup. LEXIS 366 (iowa 1949).

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