Watkins v. Dean

52 N.W.2d 498, 243 Iowa 599, 1952 Iowa Sup. LEXIS 495
CourtSupreme Court of Iowa
DecidedApril 1, 1952
Docket48031
StatusPublished
Cited by8 cases

This text of 52 N.W.2d 498 (Watkins v. Dean) 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
Watkins v. Dean, 52 N.W.2d 498, 243 Iowa 599, 1952 Iowa Sup. LEXIS 495 (iowa 1952).

Opinion

WenNERSTRUM, J.

Plaintiff in this action seeks to have title quieted in him to approximately 310 acres of land in Pottawat-tamie County, Iowa. The defendants who are herein involved are grantees or heirs of grantees under deeds executed by Bessie F. Watkins who held a life interest in the property subject to a power to sell and convey it under conditions'which will be hereináfter commented upon. The trial court held that the right of sale and disposal given to Bessie F. Watkins under the will of her husband, Edward J. Watkins, was of a limited nature and that the deeds which were executed by her during her lifetime were not, under the facts disclosed by the record, within the authority or power granted under her husband’s will. The trial court quieted title to the real estate in favor of the plaintiff and against the defendants. They have appealed.

Edward J. Watkins died on December 22, 1928. His will which was executed August 28, 1920 gave to his wife, Bessie F. Watkins, all of his property * * for and during the term of her natural life, the intention being to create by this item a life estate in said property for her benefit.”

Item II of the will of Edward J. Watkins, the construction and interpretation of which is here in- controversy, is as follows:

“In addition to the life estate above created, I give, devise and bequeath to my said beloved wife the Power to use and consume any part or all of my said property at any time and to any extent which she may deem proper and right for her comfort, enjoyment and happiness, and to this end she is fully authorized without order of court to sell, transfer and convey, without order of court, any part or all of said property to the same extent as I might do if living.”

In the original will the residue and remainder of the estate was given to a John R. White. He was not related to the testator but had lived during his youth in the testator’s father’s home. *601 He also bad lived in tbe home of Edward J. Watkins and his wife. However, by a codicil to the will dated April 23, 1927, the portion of the original will which gave the residue to John R. White was revoked and the residuary of the estate was given to the testator’s nephew, Ralph H. Watkins, who is the plaintiff herein.

Bessie F._ Watkins died on September 18, 1949. On November 10, 1944, by one deed she conveyed certain lands setting out in this deed the interest that the particular grantees were to have. On this same date she also conveyed certain described farm property to John R. White who was the original residuary beneficiary under the will of Edward J. Watkins. On April 17, 1946, she conveyed other farm property to the Christian Home Association of Council Bluffs, Iowa. In the deeds dated November 10, 1944, the consideration is noted as * * One Dollar; Love and Affection and other good and valuable consideration * * and in the last referred to deed the consideration is noted as “* * * one dollar and other good and valuable consideration * * The question involved in this appeal is whether the grantor of these deeds had the authority under the will of Edward J. Watkins to make these conveyances. The record does not disclose any evidence of any additional consideration or monies other than that referred to in the deeds. It is definitely shown by the record that Bessie F. Watkins had sufficient funds for her personal requirements by reason of the monies received as the result of her life interest in the properties which she sought to convey by deed. It is also shown that Ralph H. Watkins, who had been a tenant on the lands here involved, became indebted to Bessie F. Watkins and during 1938 and 1939 owed her between $7000 and $9000. This indebtedness was paid during 1940 or 1941. By reason of this debt and differences with Ralph’s wife, as well as difficulties growing out of the tenant situation, the relationship between Mrs. Watkins and Ralph and his wife was strained. As the result of all these circumstances Mrs. Watkins gave notice to Ralph and his wife to terminate their tenancy.' They moved from the farm about 1945.

I. In determining this appeal we must endeavor to ascertain what the testator’s intent was. This, of necessity, must be determined from the wording of the will itself. In the instant *602 case the interest willed to the Avife is unquestionably a life interest. We must then be concerned with the question whether the holder of this life- interest had an unlimited and unqualified power of disposition of the property consisting of the residuary portion of the estate of Edward J. Watkins.

There is no necessity of testamentary construction when the intention of the testator can be ascertained from the words in his will. In re Estate of McCulloch, 243 Iowa 449, 457, 52 N.W.2d 67, 72, and cases cited; Carpenter v. Lothringer, 224 Iowa 439, 456, 275 N.W. 98. This appears to be the situation in tire present case. As previously set forth the right of disposition ’of the property by the widow Avas authorized at “* * * any time -and to any extent Avhich she may deem proper and right :for her comfort, enjoyment and happiness * * (Italics supplied.)

In our recent case of Lovrien v. Fitzgerald, 242 Iowa 1258, 1263, 49 N.W.2d 845, 848, we had occasion to pass upon a will where the testator gave his widow the right to sell property otherwise limited to a life estate “ <# * # as she may see fit for her interests # # We therein held that the right of the widoAV was limited to those circumstances where it Avas for her best interest. The wording in the Fitzgerald will is not the same as in the Watkins will but it is apparent that what the testator had in mind in the instant will was to provide for the best interest of his wife from the standpoint of her personal comfort, enjoyment and happiness as far as her material needs were concerned. If he had desired to do more for her he would not have limited her to a life interest with power of disposition under certain conditions. In the Fitzgerald case Ave held that the disposition made by the widow was not made with the thought of her best interest but was actuated by other motives.

And in the present case we likewise have reached the conclusion that the attempted disposition by the widow of the property in which she had a life interest was not done to aid her in a material manner and thereby bring her comfort, enjoyment and happiness. This is particularly true when we observe that she had no needs as far as her material wants were concerned. Her banker adviser testified:

“Mrs. Watkins was always in good financial condition be *603 tween 1940 and 1947, she bad no debts-that I know of. She bad a substantial banking account during all that period. * * *

“So far as I know Mrs. Watkins bad no other depository for her funds other than the Farmers Savings Bank, Shelby, Iowa. On November 10, 1944 she had on deposit in our bank the sum of $4494.57. On April 17, 1946 she had $2561.09. I would say offhand she had about $8000 or $8500 in Treasury Bonds, she had some G Bonds and E Bonds.”

There is disclosed by the record a very evident reason why Mrs. Watkins sought to dispose of the property as she did.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Philoon v. Varney
514 A.2d 1203 (Supreme Judicial Court of Maine, 1986)
Bridges v. First National Bank in Dallas
430 S.W.2d 376 (Court of Appeals of Texas, 1968)
In Re Estate of Jackman
122 N.W.2d 910 (Supreme Court of Iowa, 1963)
In Re Pfeiffer's Estate
76 N.W.2d 193 (Supreme Court of Iowa, 1956)
Moore v. McKinley
69 N.W.2d 73 (Supreme Court of Iowa, 1955)
In the Matter of the Estate of Rorem
66 N.W.2d 292 (Supreme Court of Iowa, 1954)

Cite This Page — Counsel Stack

Bluebook (online)
52 N.W.2d 498, 243 Iowa 599, 1952 Iowa Sup. LEXIS 495, Counsel Stack Legal Research, https://law.counselstack.com/opinion/watkins-v-dean-iowa-1952.