State v. Cole

133 N.W.2d 714, 257 Iowa 594, 1965 Iowa Sup. LEXIS 614
CourtSupreme Court of Iowa
DecidedMarch 9, 1965
Docket51595
StatusPublished
Cited by25 cases

This text of 133 N.W.2d 714 (State v. Cole) 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 v. Cole, 133 N.W.2d 714, 257 Iowa 594, 1965 Iowa Sup. LEXIS 614 (iowa 1965).

Opinion

Garfield, C. J.

— This is an action for declaratory judgment presenting a question of ademption, in whole or in part, of a specific devise of realty to plaintiff. Following trial in equity the court held there was an ademption of the devise and plaintiff has appealed.

Jennie Cole made her will September 15, 1948. After the usual direction to pay debts and expenses, she devised 98 acres of land to her niece Barbara Cole Davis, and her undivided fourth interest in 128 acres to another niece Dorothy Cole Deal. To her sister, Ella J. Stake, she devised her homestead in Fort Dodge *597 and its contents. The will directs that war bonds held by testatrix, not in joint ownership, be divided between her two brothers "Walter and Wilber Cole and a Mrs. Alice Booth, not related to testatrix. The rest of her estate was to be divided equally between the two nieces above named. Walter Cole was nominated executor.

A codicil dated December 10, 1951, recites, so far as material, that the land devised to the niece Dorothy Cole Deal had been sold and she is to have, out of the residuary estate, a sum equal to what testatrix received therefor.

A guardian was appointed for testatrix as mentally incompetent on May 22, 1954, and she remained under guardianship until her death August 29, 1962. On July 20, 1954, the guardian petitioned the district court for authority to sell the homestead devised to the sister, Ella J. Stake, to obtain funds to provide for care of the ward who was confined in a private mental institution. The petition was set for hearing on August 13, original, notice thereof served on the ward and a guardian ad litem appointed for her who filed answer. On August 13 the court ordered the sale “for the purpose of obtaining funds with which to support said ward.”

On February 10, 1955, the guardian reported a contract for sale of the Fort Dodge dwelling for the appraised value of $10,000. The sale was duly approved by the court and consummated by the guardian. On March 17, 1955, the guardian received $342.81 upon sale of the furniture in the dwelling and reported it, with his other doings, to the court. On May 27, 1955, the court approved the report. In the present action the trial court held sales of the dwelling and furniture and expenditure of the proceeds for care and keep of the ward worked an ademption of the specific devise to plaintiff, Ella J. Stake.

Plaintiff’s petition alleges none of the funds received from the two sales “were necessary to be used for care and keep of the ward, all the proceeds thereof were on hand at the ward’s death and were turned over to the executor of her estate by her guardian.” Prayer of the petition is for a declaration that a trust exists in plaintiff’s favor on $10,342.81 now in the executor’s, hands as proceeds of the sale of the specifically bequeathed prop *598 erty and that the nieces Barbara Cole Davis and Dorothy; Cole Deai have no rights to said sum. ' ' ■ ■" !

' Upon the trial plaintiff offered in evidence the court files'in the guardianship and estate proceedings and'réstéd. Defendants, executor and nieces offered testimony of a meeting in the'‘guardian’s office in Jefferson in July 1954 attended by the ward’s two brothers "Walter and Wilber, plaintiff-sister, one of the nieces and the guardian, at which it was determined by' all present the Fort Dodge house should be sold; also that following the''meeting they all went to Fort Dodge where plaintiff looked over the furniture and took- what she wanted. ■ Defendants also offered in evidence, subject to plaintiff’s objection, two exhibits.- We think the objection was good-and hence disregard the exhibits. They are relatively unimportant.' ' ■ '■■■■■• •

; On rebuttal plaintiff .admitted she attended a meeting in the guardian’s'office in Jefferson in July 1954, at which the two brothers were present, and went to Fort Dodge with her husband and wife of a brother ‘ “she supposed to view the property.” Pláintiff denied, sale of the realty or jpefso'nalty was'discussed or that she' gave her consent at the'meeting’’ that the hoiise be sold and the funds intermingled. Plaintiff did not deny’; she looked over the furniture and took what she' wanted'.

The trial court’s findings of fact, conclusions of law and decree .were filed over. 15 months after submission of the, case. No explanation appears for' this .regrettable delay., The court found the proceeds from sale of the Port Dodge home, were expended for care and keep of the ward. The .conclusions of law state that if any funds from the sale remained in the guardian’s hands plaintiff would be entitled to "a declaratory judgment therefor under our decision., in In re Estate of Bierstedt, 254 Iowa 772, 119 N.W.2d 234; however, since.the funds were expended plaintiff is not entitled to such declaration.

,1. The.burden of plaintiff-appellant’s argument is that it was not necessary to spend the proceeds of the sale .of the dwelling and its contents and they should not have been so expended because, it is said, the ward owned other property, not specifically bequeathed, which was. available for her care. Plaintiff admits *599 the money received for the dwelling and furniture was spent fol-eare of the ward and costs in the guardianship.

There is no question that the devise of the dwelling and its contents is a specific devise.

Ademption is sufficiently defined, for present purposes, as a taking away. Where property specifically devised is not found in the estate and the devise cannot be fulfilled there is ordinarily an ademption of the devise. It is clear that if testatrix, while competent, had disposed of the dwelling and contents the devise would be thereby adeemed.

Where, however, sale of specifically devised property is made by the guardian of an incompetent testator, with court approval, the devise is adeemed only to the extent proceeds of the sale are used for care and maintenance of the ward and expenses of the guardianship. To the extent the proceeds of the sale are traceable into the hands of the executor there is no ademption. This is the majority rule in this country to which we are committed. In re Estate of Bierstedt, 254 Iowa 772, 775, 776, 119 N.W.2d 234, 236, and citations.

There is a minority rule that, in the absence of statute, a sale of specifically devised property by the guardian of an incompetent testator, under court authorization, works an ademption of the devise and resort by the devisee to any proceeds of the sale may not be had. Bierstedt case, supra; Annotation, 51 A. L. R. 2d 770, 781-785.

Walsh v. Gillespie, 338 Mass. 278, 281, 154 N.E.2d 906, cited in our Bierstedt opinion, contains an excellent discussion of the history of ademption and what we have referred to as majority and minority rules. The Walsh opinion cites the same precedents our Bierstedt decision does as supporting the majority rule that a sale by a guardian of an incompetent testator of specifically bequeathed property does not work an ademption so far as the proceeds are traceable.

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Bluebook (online)
133 N.W.2d 714, 257 Iowa 594, 1965 Iowa Sup. LEXIS 614, Counsel Stack Legal Research, https://law.counselstack.com/opinion/state-v-cole-iowa-1965.