Stoddard v. Kendall

119 N.W. 138, 140 Iowa 688
CourtSupreme Court of Iowa
DecidedJanuary 14, 1909
StatusPublished
Cited by20 cases

This text of 119 N.W. 138 (Stoddard v. Kendall) 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
Stoddard v. Kendall, 119 N.W. 138, 140 Iowa 688 (iowa 1909).

Opinion

Weaver, J.

— On July 29, 1903, Sanford G-. Kendall died intestate, seised of a certain tract of land or town lot which constituted his homestead in the city of Tama, Iowa. -Said deceased left surviving him his widow, Ruth M. Kendall, and certain lineal descendants, among whom [690]*690were a daughter, Sarah Stoddard, the plaintiff in this action, and a son, N. A. Kendall, who is one of the defendants and appellant herein. Neither the widow nor any other person entitled so to do applied for or took any steps to secure administration upon the estate of the deceased, and the same has never in fact been administered upon. Indeed, it is not shown that said deceased left any estate or property except said homestead. From the death of said intestate the widow continued to occupy, use and control the homestead until April 28, 1906, at which date she died testate. Her will, which bears the date October 31, 1903, and has been duly probated, makes specific bequests to each of her children and grandchildren except a son N. A. Kendall, for whom it provides as follows: “Sixth.. Subject to the foregoing charges, bequests and legacies I give and bequeath to my beloved son Newell A. Kendall the rest and residue of my estate of which I may die seised whether real, personal or mixed, including the east half of the southeast quarter of section seventeen (II) in township eighty-two (82) north and range fifteen (15) west of the 5th P. M. in Tama County, Iowa.” After the death of said Ruth M. Kendall, the daughter, Sarah Stoddard, began this action for the partition of the homestead between the heirs of her father, Sanford G. Kendall, alleging that he died intestate, seised of said homestead property, and that his widow elected to take and enjoy a homestead right therein in lieu of a distributive share, and that the same, therefore, descended to his heirs or their representatives in equal shares.

The defendant N. A. Kendall denies that the widow ever elected to take a homestead right in the property in lieu of a distributive share, and alleges that, upon the death of her husband, she became vested with title to an undivided one third of said property, and that, upon her death, such interest passed to himself under the residuary clause of his mother’s will above quoted. On trial to the [691]*691court, it was shown without substantial controversy that from the death of her husband in July, 1903, to her own death in April, 1906, the widow continued in full occupancy and control of the property as a homestead; neither paying nor accounting to anyone for rents or profits. At the time of executing her will, she spoke of the home property to the lawyer, J. W. Willett, who prepared the instrument, saying: “I intend to occupy that as a homestead as long as I live. I do not believe I have a child that will keep me out.” It should be noted, also,- that the will executed by her, while describing specifically other property of which she unquestionably died seised or possessed, makes no mention of the property in controversy, and, if it passed to the defendant at all, it must be by virtue of the general language used in the residuary clause. The trial court found for the plaintiff that the widow had elected to take a homestead right in the property, and that the entire fee therein descended to the heirs of Sanford G. Kendall.

i. Evidence: attorney and client: confidentiai com-It is first argued that the court erred in admitting the testimony of Mr. 'Willett. The objection, we think, is untenable. The mere fact that the person offered as a witness is an attorney at law does not ren- , . . p _ . der it improper tor him to relate statements 0r communications made to him bv another, nor is the fact -that the person whose statements are sought to be proven was a client of said lawyer at the time the communication was made sufficient in itself to exclude the testimony of the latter concerning it. That which the statute forbids is a disclosure of “confidential communications” properly intrusted to him in his professional capacity and necessary and proper to enable him to discharge the functions of his office, according to the usual practice and discipline. Code, section 4608. The preparation of wills, though appropriately and commonly done by lawyers, is by no means exclusively confined [692]*692to members of the profession. It may be done, and frequently is done, by persons in every rank and vocation of life. It is in many respects essentially the work of a scrivener. If a lawyer be employed in such service, the testator may ask at his hands legal advice and intrust him with confidential information to which without doubt the protection of the statute would apply, but the mere fact that the lawyer was engaged in preparing a will at or about the time a given statement was made — and that is all we have in the case before us — does not necessarily give it a confidential character. Mueller v. Batcheler, 131 Iowa, 650, and cases there cited. See, also, Blackburn v. Crawford, 70 U. S. 175 (18 L. Ed. 186). In short, a communication made at such a time may or may not be privileged, according to its nature; and, if upon its face it bears no indication of being a communication of a confidential nature, and there be no other fact or circumstance tending to so characterize it, the testimony of the attorney thereto ought- not to be excluded. The burden of showing the confidential relation is upon the party objecting.

2‘ election by widow. Proceeding, therefore, to the matter in issue, counsel for appellant contend that the whole case is summed up in the inquiry: “Does the occupancy of the homestead by the widow for two and one-half years after her husband’s death without administration n upon his estate, and without written notice by the heirs requiring her to elect between homestead right and distributive share, and without written election by her, constitute an election on her part to take homestead rights ?” If we were to agree that the question thus propounded is all we have to decide upon the record before us, we should very promptly answer it in the negative, and reverse the decree appealed from. But we do not so apprehend the situation. That the widow has an election between the two rights is settled by statute. Code, section 2985. We [693]*693have held that she is not required to make her election at once upon her husband’s death, but may exercise her choice within a reasonable time. Cunningham v. Gambie, 57 Iowa, 46. And we can not now say that under no circumstances whatever could she avail herself of that privilege after two and one-half years from the death of her spouse. There may be cases where a longer delay would not be unreasonable, and we are satisfied that, under some circumstances, delay of less than the period named would be clearly so, but we have here something more than the bare fact of delay of the widow during the remainder of her life indicating an election. Though not conclusive of an election, such delay is certainly a circumstance of some weight, and it has frequently been held to give rise to a presumption — rebuttable, of course — that the widow has elected to take, homestead rights. Butterfield v. Wicks, 44 Iowa, 310; Stevens v. Stevens, 50 Iowa, 491; McDonald v. McDonald, 76 Iowa, 137; Schlarb v. Holdenbaum, 80 Iowa, 394. It is true that no administration was had in this case upon the husband’s estate; but the 'widow had by statute the first right to procure it if the, deceased left any estate to be administered upon.

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Bluebook (online)
119 N.W. 138, 140 Iowa 688, Counsel Stack Legal Research, https://law.counselstack.com/opinion/stoddard-v-kendall-iowa-1909.