Thomsen v. Thomsen

7 N.W.2d 815, 232 Iowa 1161
CourtSupreme Court of Iowa
DecidedFebruary 9, 1943
DocketNo. 46059.
StatusPublished
Cited by1 cases

This text of 7 N.W.2d 815 (Thomsen v. Thomsen) 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
Thomsen v. Thomsen, 7 N.W.2d 815, 232 Iowa 1161 (iowa 1943).

Opinion

Bliss, J.

More complete information of all matters bearing upon the proceeding presented to us would have been helpful in the determination of the rights of the parties. Because the suit involved transactions between the appellant and deceased, and was against the executor and beneficiaries, the appellant, under section 11257, Code, 1939, was an incompetent witness as to many matters. The facts as herein stated were established by competent evidence.

John Thomsen, the deceased, was a retired farmer who became one of the organizers of the Citizens State Bank of Wyoming, Iowa, in 1913, and was its president from that time .until his death on May 2, 1940. His wife died in 1909. At his death, he was survived by the following children: the appellant, the appellees, August Thomsen, Clara L. Benbow, and Dora Thomsen, and two grandchildren. The appellant, since 1914, operated a farm just out of Wyoming consisting of 47 acres of his own and 130 acres belonging to his father. The father also owned 185 acres of land. He had been mayor of the town, and also a member of the Jones County Board of Supervisors.

On March 2, 1921, appellant went to the aforesaid bank, and in the presence of the appellant, his father, Chris. A. Ingwer-sen, cashier (who was not a witness), and Roy Truesdell, assistant cashier, the following matters took place, according to the testimony of Truesdell, a competent witness: Truesdell made out a check upon appellant’s checking account in the bank for $4,000, payable to John Thomsen, which the appellant signed and Trues-dell handed to John Thomsen. On this check appear the words, “For Payment on Land.’’ Truesdell said that he did not write *1163 these words and did not recognize the handwriting. Truesdell was not sure that John Thomsen then wrote his name on the back of the check, but he identified his signature. At this time Truesdell, at the request of John Thomsen, drew an instrument acknowledging receipt from the appellant of $4,000, which was then signed by. John Thomsen. On this receipt Truesdell wrote the words, ‘1 Payment on Land. ’ ’ Truesdell had no recollection of just what was said about what land was being dealt with. He answered, over objection:

“I understood what it was for. * * * I understood he [John Thomsen] divided up his farm and sold Meinhardt part of it. * * # I understood that [$4,000] was for the part of that land he bought from his father. * * * I didn’t get the information from John Thomsen that day or on a previous occasion. I don’t know where I got it; I can’t remember where I got that' information. ’ ’

The check and the receipt were in evidence, and also the bank statement, and the bank ledger sheets showing the accounts of the appellant and his father. The bank statement and appellant’s ledger show the debiting of appellant.’s account with the $4,000 check, and the other ledger sheet shows the crediting of it to the father’s account, both entries being on March 3, 1921.

On September 20, 1922, the father executed a warranty deed conveying to the appellant 130 acres of land for a recited consideration of $19,500. At the same time, he executed a warranty deed conveying tó the appellee August Thomsen 185 acres of land for a recited consideration of $27,750. Each deed, was an unqualified and absolute conveyance, and on a basis of $150 an acre.

On May 1, 1935, John Thomsen executed a will, the second paragraph of which is as follows:

“Second, after the payment of such funeral expenses and debts, I give, devise and bequeath

“To my son, Meinhardt F. Thomsen, I have on the 20th day of September, 1922, duly made and executed a warranty deed to the following described real estate situated in Jones *1164 County, Iowa, to-wit: * * * and delivered it in esei*ow to tbe Citizens State Bank, Wyoming, Iowa, with instructions to hold same in trust until after my death and to then deliver it to my son Meinhardt, on his payment of $2500.00, without. interest, to my estate; I hereby confirm and ratify said deed and transaction, and direct my executors to see that such deed is so delivered to him after my death on his payment of said $2500.00 without interest to my estate. I wish in this connection to acknowledge that Meinhardt has heretofore paid me $4000.00 as a payment on the above land, which explains why the amount to be paid by him is $2500.00 only. ’ ’

The third paragraph was a similar one in every way, with respect to the land deeded to August Thomsen. There was a like paragraph describing a deed to Dora Thomsen of the home residence in town.

On June 21, 1939, the testator executed a codicil to the will, item 1 thereof being as follows:

“I hereby will and bequeath unto my son, Meinhardt F. Thomsen, the real estate described in the second paragraph of my said will, and .1 hereby direct my executors therein named to deliver to the said Meinhardt F. Thomsen the deed mentioned in said will upon the payment by said Meinhardt F. Thomsen of the sum of $6500.00. I make this portion of this Codicil for the reason that the $4000.00 mentioned in the second item of my said will, which had been paid to me by the said Meinhardt F. Thomsen, has been now repaid to'him and should not be in any manner considered as a partial payment. Therefore, in all respects which are inconsistent with the terms of this Codicil I revoke the second item of my said will and direct that the terms of the second item of my said will not inconsistent hereT with shall be by my executors performed and carried out.”

In item 2 of the codicil the testator changed the bequest in the will to Clara L. Benbow from $8,000 to $4,000 because of an advancement of $6,000 made to her and her son. In item 3 of the codicil, he changed the bequest of $8,000 given in the will to his daughter, Dora Thomsen, to $10,000. These changes just noted have no direct bearing on the matter for determination except as they aid in giving a more complete picture.

*1165 Both the will and the eodicil were probated without objection.

After the death of the testator, a sealed envelope was found in the bank vault, containing the three deeds and the will. On the envelope, in typewriting, were these Avords: ‘1 Deeds from John Thomsen to Dora Thomsen, M. F. Thomsen, August Thom-sen, to be delivered to the Executors of the Estate of John Thomsen upon his death.” The will nominated Meinhardt F. Thomsen and August Thomsen as executors. The latter qualified. , L. B. Madson, cashier of the bank, opened the envelope in the presence of the executor, who took the will, his own deed, and the deed to Dora, leaving Meinhardt’s deed in the envelope. Later, August Thomsen paid to himself, as executor, the $9,000, Avhich he was required to pay, under the will, on receipt of the deed. The father had paid the taxes on all of the land until his death.

I.

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7 N.W.2d 815, 232 Iowa 1161, Counsel Stack Legal Research, https://law.counselstack.com/opinion/thomsen-v-thomsen-iowa-1943.