State Board of Social Welfare v. Manly

93 N.W.2d 587, 250 Iowa 259, 1958 Iowa Sup. LEXIS 410
CourtSupreme Court of Iowa
DecidedDecember 16, 1958
DocketNo. 49597
StatusPublished
Cited by8 cases

This text of 93 N.W.2d 587 (State Board of Social Welfare v. Manly) 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
State Board of Social Welfare v. Manly, 93 N.W.2d 587, 250 Iowa 259, 1958 Iowa Sup. LEXIS 410 (iowa 1958).

Opinion

Larson, J.

The State Board of Social Welfare brought these proceedings in probate to set aside an order closing- the estate of Tobitha Ashing, deceased, and to reopen for the purpose of considering appellant’s claim filed after the expiration of the six-month period for filing claims under section 635.68, Code, 1954. The trial court denied the application, and the Board appeals.

The facts as disclosed by the record are not in dispute. The State Board of Social Welfare, under chapter 249 of the Code, granted and paid old-age assistance to Tobitha Ashing from February 1, 1936, to and including April 1, 1946, in the sum of $2809.20. Other funds were then available to her and the allowance was canceled. She died on or about November 17, 1956, and due notice of the appointment was first published under date of November 22, 1956. The administrator, relatively a newcomer in the vicinity, although having acted as her guardian for some seven or eight years, denied any actual knowledge of the old-age assistance previously furnished,' until he received a letter from the department in November 1957, almost a year after the estate was opened and about three months after it had been closed. As the ward was deaf and dumb, the guardian could only communicate with her through a sister. This was seldom, and then at a nursing home where Tobitha Ashing was being cared for prior to her death.

[261]*261On May 15, 1957, an auditor for the social welfare department learned of her death and that her estate Avas then open. He immediately wrote a letter to the state social welfare office in Des Moines informing them of his discovery. Although the remaining time was obviously short in which to file a claim, the matter did not receive special handling. The department prepared a claim which was sent in the usual manner to the county social welfare Avorker at Grinnell, Iowa, some twenty-two miles from the county seat. It arrived on her desk on the 22d day of May, the last day for filing the claim in the estate. Instead of driving to the courthouse in Montezuma, Iowa, to file the claim, she sent it by mail to the clerk of the court at the county seat. It arrived on the 23rd day of May, 1957, and was marked “filed” on that date.

In the meantime, on the 22d day of May, the administrator, being in Montezuma, had examined the file, found no outstanding claims, and had taken the file back to his office in Grinnell for the purpose of preparing his final report. He testified that he did not re-examine the docket for possible claims filed after May 22, 1957.

On August 9, 1957, Mr. Manly, the administrator, filed his final report showing a balance on hand of $2863.53. Pursuant to the required notices to “all other interested persons”, as shown by the file in his office, the final report Avas presented to and approved by the court on August 23, 1957. The undistributed cash was paid to Ethel N. Patty, a niece and only heir-at-laAv of the deceased. No notice was served upon the social welfare department. It Avas unaware that the estate was closed until shortly before commencing this action in November 1957. With the exception of filing the claim on May 23, it had made no effort to have the claim considered or to call the matter to the attention of'the administrator. -

The trial court denied the application to reopen, and the Board appealed.

The sole question of law presented by this appeal is, did the trial court err in overruling the application or, in effect, in dismissing its petition for the establishment of its claim and for an accounting?

[262]*262Appellant contends that its claim was timely filed, that it was illegally deprived of notice of the closing of the estate, that its claim was illegally given no consideration, and that it had shown peculiar circumstances which would permit a reopening of the estate for the purpose of considering that claim.

The crux of this controversy is whether the appellant carried its burden to prove due diligence in filing its claim, and had not been negligent in connection with the failure to file within the statutory time. The trial court apparently found that it failed on both of these issues, and we agree.

I. We do not agree with appellant that this action is triable de novo. The matter was tried in probate, and where so tried, the action is at law even though some equitable relief is asked. If there is substantial evidence to sustain a finding that appellant was not diligent, this court is bound by that finding by the trial court. Rindfleisch v. Mundt Estate, 247 Iowa 1124, 1130, 77 N.W.2d 643, and many eases cited therein; Federal Land Bank of Omaha v. Bonnett, 226 Iowa 112, 123, 284 N.W. 97. While it is true there were no specific findings of fact and conclusions of law filed in this matter, this case is like the Rindfleisch case in that it is obvious the court found a lack of due diligence in filing the claim, neglect in prosecuting its claim subsequent to discovery that the estate was open, and that there was'no misconduct on the part of the administrator which would relieve appellant from its obligation. Unless the record then fails to disclose substantial evidence to support these findings, the trial court’s action in denying appellant’s application must stand.

The facts as disclosed by the record before us are simple. The auditor for the social welfare department discovered the open estate six full days before the expiration of the six-month statutory period expired. He did not contact the administrator. He did not call the office in Des Moines. He wrote a letter to the Des Moines office on May 15,1957, and it arrived on the 16th. There it received no special handling. Although Saturday and Sunday intervened, yet it was not until May 21 that the claim was executed and sent by mail, not to the clerk of the court at the county seat in Montezuma, Iowa, but to the social welfare worker in Grinnell, Iowa. It arrived on the 22d day of May, [263]*263the last day for filing a claim in this estate. Apparently no instructions as to the necessity of prompt action accompanied the claim. Anyway the social worker did not drive to the county seat to file the claim, did not call the administrator regarding it, and did not in fact get the claim filed until the 23d day of May, 1957, one day late. It was mailed from Grinnell to Montezuma. Upon this evidence the trial court evidently thought the showing of due diligence fell short of that required to excuse the late filing, and that it was far short of absolving the department of negligence in connection with the failure to file within the statutory period. It is our conclusion the evidence supports that finding.

II. The appellant further contends section 635.68 is not applicable to such State claims. Under this statute “all claims” were required to be filed in the office of the clerk of the district court of residence county within six months following its opening. Section 635.68, Code, 1954, provides:

“All claims not filed as hereinbefore provided, within six months from the giving* of the notice aforesaid, will be barred, except as to actions against decedent pending in the district or supreme court at the time of his death, or unless peculiar circumstances entitle the claimant to equitable relief.”

It has been held that this statute is not merely a statute of limitations, but is in the nature of a nonelaim statute and that it applies to the State as well as to the individual.

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Cite This Page — Counsel Stack

Bluebook (online)
93 N.W.2d 587, 250 Iowa 259, 1958 Iowa Sup. LEXIS 410, Counsel Stack Legal Research, https://law.counselstack.com/opinion/state-board-of-social-welfare-v-manly-iowa-1958.