Vilter v. Myers

123 N.W.2d 334, 255 Iowa 818, 1963 Iowa Sup. LEXIS 756
CourtSupreme Court of Iowa
DecidedSeptember 17, 1963
Docket51013
StatusPublished
Cited by6 cases

This text of 123 N.W.2d 334 (Vilter v. Myers) 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
Vilter v. Myers, 123 N.W.2d 334, 255 Iowa 818, 1963 Iowa Sup. LEXIS 756 (iowa 1963).

Opinion

Thornton, J.—

The principal question presented is the sufficiency of the evidence of the making and terms of the contract to execute mutual wills. Able counsel for both sides recognize this and so present the case. That the evidence of such an oral contract must be clear and convincing is well established. Youngberg v. Holstrom, 252 Iowa 815, 108 N.W.2d 498; Father Flanagan’s Boys’ Home v. Turpin, 252 Iowa 603, 106 N.W.2d 637; Barron v. Pigman, 250 Iowa 968, 95 N.W.2d 726; and In re Estate of Ramthun, 249 Iowa 790, 799, 89 N.W. 2d 337, 342. Since In re Estate of Lenders, 247 Iowa 1205, 78 N.W.2d 536, a greater quantum of proof than the mere execution of the wills is necessary to establish the wills as contractual. The proof may be by extrinsic evidence or it may appear on the face of the wills, or both. In re Estate of Logan, 253 Iowa 1211, 1216, 115 N.W.2d 701, 704, and citations. The general principles of equity which control specific performance apply to a contract to execute a will. Levis v. Hammond, 251 Iowa 567, 576, 100 N.W.2d 638. To entitle the promisee to relief in equity such as specific performance the contract must be clear and definite. 4 Page on Wills, Lifetime Ed., section 1739. The contract must be so certain and definite as to leave nothing to conjecture or to he supplied by the court. Hunter Investment, Inc., v. Divine Engineering, Inc., 248 Iowa 1109, 1121, 83 N.W.2d 921.

One problem not heretofore squarely presented or *821 passed on by ns is the will of the survivor, Paul, alleged to have been executed in conjunction with Laiira’s in 1938, was lost and there was no proof of its contents. At this point defendants contend the same proof is necessary as to prove a lost will, i.e., (1) its due execution,- (2) its loss; (3) the presumption of its intentional destruction with intent to revoke has been rebutted; and (4) its contents. In re Estate of Givens, 254 Iowa 1016, 1019, 119 N.W.2d 191, 193; In re Estate of Lawrence, 251 Iowa 305, 309, 100 N.W.2d 645, 649, and citations. We agree this is the proper test except that (3) above should be determined as of the date of the death of the first to die.

Our review in equity is de novo. Rule 334, Rules of Civil Procedure. It is our duty to consider and determine the ease anew. Snater v. Walters, 250 Iowa 1189, 98 N.W.2d 302.

Because of the volume of evidence in the record, much of which is wholly immaterial and actually has more bearing on another action between these parties, after a brief statement of facts we will confine ourselves to a consideration of the particular matters of evidence as considered by the parties.

Laura and Paul Potter were married in 1933. They had two children, Kathryn Sue Vilter, 47 at time of trial, called Sue by the family, and Robert O. Potter. Robert lost his life in World War II in November 1944; one daughter, Sandra, survives him. Sue and Sandra, by her guardian, are plaintiffs here. Defendants are the executor and trustee and beneficiaries of the will of Paul executed in 3959. Laura died October 18, 1945; Paul January 18, 1960. Paul had a doctorate in chemistry and from 1913 to late in 1938 he was employed as a chemist by the same firm in Chicago. He had a salary of $4800 per year at least during the last 12 to 14 years. Tn 1923 Laura received an inheritance of $24,000 from her grandmother. June 10, 1938, Laura executed her will. There is evidence to sustain a finding that sometime later in the year 1938 Paul also executed a will. This will is lost. During this time Laura and Paul lived in the Chicago area and in 1938 owned a home in Winnetka, Illinois. July 18, 1938, Laura and Paul purchased a 160-acre farm in Hamilton County taking title as tenants in common. After Paul’s employment was terminated they moved to Webster City. *822 At tbis time they owned some stocks in joint tenancy. June 8, 1940, Laura’s mother, Nellie L. Crane], conveyed a home in Webster City to Laura and Paul as tenants in common. December 31, 1941, Laura and Paul purchased a 240-acre farm taking title as tenants in common. December 29, 1942, they deeded 80 acres of this farm to Robert. During the years after the execution of Laura’s will until her death there is evidence by Sue that Paul tried to persuade Laura to change her will. Some 18 months before her death Laura became afflicted with an incurable cancer.

August 2, 1944, Robert and his wife executed Exhibit 5 in the record. This instrument is in the nature of a family settlement.

November 29, 1944, Laura and Paul by instrument called a “joint tenancy agreement” changed their title to the home from tenants in common to joint tenants. This instrument was recorded November 29, 1944.

December 11, 1944, Laura and Paul executed a joint tenancy agreement to the 160-acre farm purchased in 1938 changing their title from tenants in common to a limited joint tenancy, limiting the ownership of the survivor of them in effect to that of a life tenant with the remainder to Sue or her heirs. On the same date a similar instrument was executed by Laura and Paul to the 160-aere farm purchased in 1941 with the remainder to Robert or his heirs. Both of these instruments were recorded December 5, 1945, after Laura’s death.

Sue testified she received a number of letters from her mother during the year 1943 or 1944 and one of them contained a document wherein her mother and father agreed to will their property to each other and then to the children.

January 16, 1946, Paul commenced a short form probate proceedings to remove tax liens on joint property held by Laura.

After Laura’s death, her mother, Mrs. Crauel, lived in the home with Paul. She died in 1950, Paul was coexecutor with Sue of her estate and trustee for Sandra and Sue’s son under Mrs. Crauel’s will. This lady was wealthy and the principal source of the funds with which Laura and Paul made initial payments on the two farms held by them as joint tenants.

*823 Paul died by bis own hand January 18, 1960. After the withdrawal of objections to the probate of his 1959 will by plaintiffs here the will was admitted to probate December 5, 1960. Plaintiffs have had Laura’s will admitted to probate March 7, 1961, after objections filed by defendants here were dismissed on motion.

In this action the trial court entered a decree awarding all of the property, real and personal, owned by Paul at his death, to plaintiffs Sue and Sandra.

I. Defendants’ first contention is the proof is insufficient.

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Bluebook (online)
123 N.W.2d 334, 255 Iowa 818, 1963 Iowa Sup. LEXIS 756, Counsel Stack Legal Research, https://law.counselstack.com/opinion/vilter-v-myers-iowa-1963.