Wehrman v. Farmers & Merchants Savings Bank

259 N.W. 564, 221 Iowa 249
CourtSupreme Court of Iowa
DecidedMarch 5, 1935
DocketNo. 42813.
StatusPublished
Cited by13 cases

This text of 259 N.W. 564 (Wehrman v. Farmers & Merchants Savings Bank) 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
Wehrman v. Farmers & Merchants Savings Bank, 259 N.W. 564, 221 Iowa 249 (iowa 1935).

Opinions

This was an action in equity to partition the real estate of which R.P. Rasmussen died seized. This decedent, a resident of Jasper county, died testate on May 28, 1933, and his will, admitted to probate, is in the following words:

"Newton, Iowa, June 9, 1928.

"This is my will that Irene W. Rasmussen my only dather and her mather Scharlotte Heleiner Rasmussen died the year of 1906 and her sister my dather Isabel E. Rasmussen died the *Page 251 year 1925 leaving Irene W. to be my only Ears. I never merred since Scharlotte died and if anyone claim to be my lawful wife at my dead they shal receive one dollar and they must paid all Cort Cost themselves. Everything which is in my name goes to Irene W. Rasmussen and she has they rigth to pay all debt and collect all monney commen to me take full charge of everything without any bonds whatever I want to give her all the privilege I got myselv tol all my personal and real estate property. She is not soposed to give any detail nor accound of anything to enybody onles soe required by law. Irene must deposit $50.00 to proper autority for opkeep of cemetery lot. This is my last Will and I think I have as clear mind today as I ever had and have not been persuated to whrite this by enyone. Irene W. Rasmussen now married Kunze.

"R.P. Rasmussen.

"John W. Clouse

"R.C. Daly, Witnesses.

"Subscribed and sworn to before me in my presence this 16th day of June, 1928.

"J.H. Warburton, Notary."

At the time of the making of the will, the wife of testator and daughter Isabel were deceased, and the only issue of testator was his daughter Irene Kunze, also referred to in the will as Irene W. and Irene W. Rasmussen, now married to Kunze. Rasmussen remained a widower until his decease. The daughter, Irene Kunze, became the wife of intervenor Forrest Kunze, on June 14, 1928, and died intestate March 7, 1933; intervenor Forrest Kunze being her surviving spouse.

The substance of plaintiff's petition is that R.P. Rasmussen died testate, seized of the real estate in controversy, that said decedent left a last will and testament which named a devisee, since deceased, and that the said real estate is owned by the plaintiff and the defendants in certain fractional portions set out in the petition. The plaintiff and defendants in the petition are the persons who would constitute the collateral heirs of R.P. Rasmussen and the predeceased wife of R.P. Rasmussen, and the petition allots to the heirs of R.P. Rasmussen the ownership of an aggregate of one-half and to the heirs of his predeceased wife the ownership of an aggregate of one-half of all said real estate. Afterwards a petition of intervention was filed by *Page 252 Forrest Kunze individually and as administrator of the estates of Richard Lee Kunze and Dorothy Ann Kunze, deceased, alleging in substance that intervenor Forrest Kunze is the administrator of the estates of the decedents just named, who died on March 7, 1933; also alleging that intervenor is the father and sole heir at law of said decedents Richard Lee Kunze and Dorothy Ann Kunze, and is the surviving spouse of Irene Kunze, mother of said two decedents, and that Irene Kunze on March 7, 1933, predeceased the said Richard Lee Kunze and Dorothy Ann Kunze. That the said Richard Lee Kunze and Dorothy Ann Kunze were twins, and were the children and only heirs at law of said Irene Kunze. That said Irene Kunze was the daughter and only heir at law of said R.P. Rasmussen, and that the will of said R.P. Rasmussen has been duly probated and that by the terms of said will the said R.P. Rasmussen bequeathed all his property to his daughter, Irene Kunze, and that by reason said Irene Kunze having predeceased said testator, and by reason of the provisions of said will, the heirs at law of said Irene Kunze, to wit, the said Richard Lee Kunze and Dorothy Ann Kunze inherited the property bequeathed and devised to the said Irene Kunze by the will of said R.P. Rasmussen. That the intervenor Forrest Kunze is the sole heir at law of Richard Lee Kunze and said Dorothy Ann Kunze, both deceased, and as such sole heir at law he is the owner of all property bequeathed by the said R.P. Rasmussen to the said Irene Kunze, and, as such, he is the absolute owner in fee simple of all the real estate described in plaintiff's petition. That the plaintiff and defendants in plaintiff's petition are not the owners of any of the real estate described in said petition. Said petition of intervenor prays that plaintiff's petition be dismissed and that plaintiff and defendants named in plaintiff's petition be decreed to have no interest in any of said real estate, and that intervenor Forrest Kunze be decreed to be the absolute owner in fee simple of all said real estate, and that his title be quieted. There was a petition of intervention also filed by Minnie Wehrman, administratrix with will annexed of the estate of R.P. Rasmussen, deceased, praying that she be given the right as such administratrix to collect the rents, issues, and profits from said real estate. The collateral heirs of R.P. Rasmussen were a brother and the children of two deceased sisters, all of whom reside in Denmark, and for convenience they will hereafter be referred to as the Danish heirs. The collateral heirs of the *Page 253 deceased wife of R.P. Rasmussen are her brothers and sisters and the children of a deceased brother, and for convenience they will be hereafter referred to as the American heirs.

The pleadings, as the case was tried to the court, presented but one issue for determination, namely, Was the intervenor Forrest Kunze, and Forrest Kunze, as administrator of the estate of Richard Lee Kunze and Dorothy Ann Kunze, owner of the real estate in question, or did this real estate belong to the plaintiff and the defendants named in her petition?

[1] Before considering this question we will advert to another matter before us for determination, resulting from the findings and decree of the trial court. Specifically, what is referred to is the fact that the trial court made a finding in its decree that: "Since the will of R.P. Rasmussen left to his daughter, Irene Rasmussen Kunze, the same estate and same interest in his property as she would have taken by descent if the devise had not been made, under the rules laid down in Re Estate of Warren,211 Iowa 940, 234 N.W. 835, that the devise in said will, or the provisions thereof, would lapse and become null and void, and that the brother and nephews and nieces of R.P. Rasmussen would inherit said property as though no will had ever been made." Based on this finding, the decree established the title in the Danish heirs exclusively, and quieted the title in them against the American heirs and the intervenor Forrest Kunze, individually and as administrator. This decree determined all issues by applying to the will in question the rule of law that a devise to an heir at law is void, if it gives precisely the same estate that the heir would take by descent if the particular devise was omitted front the will, the title by descent having, in that case, precedence to the title by devise. This rule of law has been frequently recognized by this court. But it is equally true that we have repeatedly held that the rule has no application unless the property devised is identical with the property that would have been inherited had the devise been omitted from the will. In Re Will of Watenpaugh, 192 Iowa 1178, 1181,186 N.W. 198, 199

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Bluebook (online)
259 N.W. 564, 221 Iowa 249, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wehrman-v-farmers-merchants-savings-bank-iowa-1935.