Turner v. Ryan

272 N.W. 60, 223 Iowa 191
CourtSupreme Court of Iowa
DecidedMarch 16, 1937
DocketNo. 43735.
StatusPublished
Cited by12 cases

This text of 272 N.W. 60 (Turner v. Ryan) 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
Turner v. Ryan, 272 N.W. 60, 223 Iowa 191 (iowa 1937).

Opinion

Hamilton, J.

The legal questions presented for our determination arise out of the administration of a testamentary trust created by the will of Mary A. Turner, deceased. Susie P. Turner, the mentally deficient daughter of testatrix, is the cestui que trust. She and her guardian, Edmund Nichols, in this record are designated as appellants. W. L. Ryan, an attorney, the trustee, is one of the appellees and cross-appellants. Marion D. Woods, trustee under the will of Mary A. Turner, is also appellee. The record is quite voluminous. After brushing aside immaterial matter, the issues tried and passed upon are comparatively simple. A brief historical statement will better enable us to approach the legal questions.

Dr. M. P. Turner, one of the early pioneers in the development and progress of the city of Des Moines, died about the year 1898. By his will he left his entire estate to his wife, Mary A. Turner, naming her executrix. The large estate left to Mrs. Turner included several residence and business properties, and she, feeling the need of assistance in managing these properties, after the closing of the estate, selected three persons in whom she undoubtedly placed trust and confidence, to act as her trustees and look after her property. These trustees served until eighteen months before her death. ’ Mr. W. L. Ryan, one of the trustees, being an attorney, actively managed said properties. Mary A. Turner died testate September 15, 1910, a resident of the city of Des Moines, leaving two daughters, Susie P. Turner and Emma Turner Watson.

The will bears date of May 7, 1909. After providing in Item One for the payment of all just debts and funeral expenses and naming Samuel Merrill of Des Moines as executor, it recites:

*194 “Item Two. Subject to charges for the above purpose I hereby transfer and convey to Samuel Merrill as Trustee aforesaid all my real and personal property wherever situated to be held by him in trust for the objects arid purposes hereinafter stated — the said trustee, in the execution of such trust to be under and subject to the advise, direction and control of the District Court of Polk County, Iowa.
“Item Three: I will and direct that my said trustee and any other trustee who may succeed him shall not in any way dispose of or sell Lots Five (5) and Six (6) in Block B in Commissioner’s Addition to Fort Des Moines, Iowa, now included in and forming a part of the City of Des Moines, Iowa, the same being in the southeast angle made by the intersection of Seventh Street and Grand Avenue (except as the same is hereinafter permitted to be mortgaged) during the lifetime of either of my children, to-wit: Emma Turner, Now Emma Watson, and Susie Turner, nor during the lifetime of any child or children born to either of my said daughters before my death, said trustee with the approval of said District Court first had may encumber said Lots Five (5) and Six (6) for the purpose of preserving the same from waste and for the purpose of placing improvements thereon ■ — the encumbrance for improvements not to exceed Twenty-five Thousand Dollars ($25,000.00). (Here follow directions as to how the income from this specific property is to be applied, and then states:) The net income of said Lots 5 and 6 after providing for said expenditures shall be paid quarterly in equal shares to my daughters Emma Watson and Susie Turner, as long as they both live. (The remainder of Item 3 is not material to this controversy.)
“Item Four: I will and direct that at the time-of my death my property, except Lots 5 and 6 * * * be sold to the highest bidder under the direction and approval of said District Court either for cash or for one-half cash and the balance on time as may seem to said Court most advantageous and that the proceeds of such sale and such money as I may have at my death shall be distributed after payment of my debts, etc. as above provided, between my daughters share and share alike. (The remainder of Item 4 is not material to this controversy.) * * *
“Item Six: I hereby appoint and constitute W. L. Ryan of the City of Des Moines, Iowa, Trustee for all property to which Susie Turner shall be entitled under the provisions of this will *195 and direct that such property shall be delivered to him in trust for said Susie Turner and that as such Trustee he receipt for the same and that under the direction and approval of the District Court of Polk County, Iowa, he shall manage and control the same for and on behalf of said Susie Turner and her children, if she have any, and her grandchildren, if any, and that he disburse the proceeds and income therefrom and act for her and her' children if any, and grandchildren, if any, in any division of the property made under the provisions of this will; and upon such division of her said property my trustees, Samuel Merrill, hereinbefore named shall convey and pay accordingly, one-half to Emma Watson and the other half to the Trustee named in Item Six of this will, who shall hold the same in trust for Susie Turner, etc. (Remainder of Item 6 is not material.)
“Item Seven. I hereby request that the trustees named in this will and their successors in such trust as well as the said Court and all parties interested in the bequests herein may with fidelity and care see to the preservation of said fund and property bequeathed and the application and distribution thereof, to the end that the objects and purposes of the maker of this will be not defeated.”

In November, 1907, a codicil was added. There is nothing in the codicil material to the matters involved in this litigation.

Susie Turner was not a normally developed child. Her mentality is given in the record as that of a child of from three to twelve years of age. She is now a woman 64 years of age, and this condition has never changed materially. Her facial expression is somewhat distorted because of protruding teeth. Her eyes have a rather dull expression. She is timid and has always talked and acted much like a child. She is a very agreeable person. Her mother, recognizing the child’s deficiencies in her lifetime, made up for what nature had cruelly withheld, by bestowing upon her unfortunate child extraordinary care, affection and attention, and the child responded with fond obedience, readily yielded to instruction in the amenities of life, and so developed a docile personality. While she never went to school, she received some instruction under a tutor at her home and learned to read and write. The record shows without question that she was incapable of transacting* business affairs, and this accounts for the provision in the will requiring the share of *196 Susie in all money and property of the mother’s estate to be paid to W. L. Ryan who “shall manage and control the same for and on behalf of said Susie Turner * * * and that he disburse the proceeds and income therefrom and act for her * * * in any division of the property made under the provisions of this will.” (Italics supplied.) Mr. Ryan was intimately acquainted with the members of the Turner family. Mrs. Turner had received an injury before her death and for several months was confined to her home and W. L.

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Bluebook (online)
272 N.W. 60, 223 Iowa 191, Counsel Stack Legal Research, https://law.counselstack.com/opinion/turner-v-ryan-iowa-1937.