Wilkerson v. Long

189 Iowa 279
CourtSupreme Court of Iowa
DecidedJuly 6, 1920
StatusPublished
Cited by10 cases

This text of 189 Iowa 279 (Wilkerson v. Long) 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
Wilkerson v. Long, 189 Iowa 279 (iowa 1920).

Opinion

Evans, J.

Sexton Mount, then a widower, died testate, on or about November, 1885. He left surviving him three children as his sole heirs at law, and as his sole beneficiaries in esse of his will. These were John H. Mount, Ella E. Wilkerson, and Grace Mount Kurtz. Grace Mount Kurtz died testate in 1890, without issue, leaving John F. Kurtz, appellee herein, as her surviving husband. By Paragraphs 2, 3, and i of his will, the testator distributed several hundred acres of land with apparent approximate equality among his three children. Paragraphs 1, 5, 6, and 7 of said will were as follows:

“1. I give and devise unto my son John H. Mount the following described real estate situated in Jefferson County, IoAva, to Avit: The northwest quarter of the northAvest quarter of Section No. Three (3) in Township No. Seventy-three (78) North of Eange No. Eight (8) West, the said John II. Mount to have and to hold the said tract during his life, and after his death unto his children.
“5. I further give and bequeath unto my said daughter Grace Mount one pair of ponies and harness now claimed by her, one coAAr, and one bed and bedding, and the sum of one thousand dollars.
“6. I give and bequeath unto my son John H. Mount and my daughter Ella Wilkerson all the remainder of my household and kitchen furniture and all other personal property of every description, except my money, notes, mortgages, bonds, and other demands.
“7. And I further direct that the remainder of my estate both real and personal, shall be sold and the proceeds divided equally betAveen my said children, after paying all debts and expenses, and said one thousand dollars herein devised unto my daughter Grace.”

The estate of Sexton Mount avus apparently fully administered under said avíII, and the executor discharged in 1887. The will of Grace Mount, Avho died .in 1890, be[281]*281queathed all her personal property to her surviving husband, John F. Ivurtz. John H. Mount died in December, 1917, never having had issue.

It will be noted that Paragraph 1 of the will of Sexton Mount devised a certain 40-acre tract to John H. Mount “for life, and after his death to his children.” The death of John H. Mount terminated his estate, and left no taker of the fee. Thereupon, Kurtz asserted a right to an interest in the fee thus failing. The general theory upon which he based his claim was that the fee never left the estate of Sexton Mount, but always remained therein; that, by the failure of any taker under the will, it became absolute; that it fell into the residiiary estate, and passed to' the three'children of Sexton Mount by Paragraph 7 of his will; that, by the same Paragraph 7, the land was converted into personalty, under the doctrine of equitable conversion; that, as such personalty, it passed to him under the will of Grace Mount, whereby all her personalty was bequeathed to him. By application to the clerk in vacation, he obtained the appointment of an administrator de bonis non of the estate of Sexton Mount. In the first term of court following, Ella Wilkerson, appellant, filed an application to set aside •such appointment. At the same time, the administrator de bonis non presented an application for an order to sell the real estate, under the purported direction of Paragraph 7 of the will. This application was resisted by Wilkerson, on the same ground as her application to set aside the appointment. The general ground was that Kurtz had no interest in the title to such 40-acre tract, and that, in any event, it was not personalty, and not subject to administration. By agreement, both applications were heard together, with the result that the administrator was authorized to sell the property, and to "distribute the same in accordance with the contention of Kurtz.

It will be seen from the foregoing that the claim of Kurtz rests upon two general propositions: (1) That his wife, at the time, of her death, had such a property interest in the tract as was devisable or assignable; (2) that the [282]*282provisions of Paragraph 7 of the will of Sexton Mount had, before the death of Grace Mount, worked an equitable conversion of sitch property interest into personalty, whereby it passed to Kurtz, under the will of Grace Mount. This will bequeathed to him personalty only. It is essential to the case of Kurtz that both of such propositions be sustained. The failure of either would be fatal to him in this proceeding.

In support of the first proposition, the general argumen for Kurtz is that Paragraph 1 of the will devised a contingent remainder to the children of John II. Mount; that, inasmuch as there was no taker in esse, the fee remained in the residuary estate of the testator, and so continued, subject to the condition subsequent that a child should be born to John H. Mount; that, by Paragraph 7, such remainder in fee passed to the three children of Sexton Mount, subject to such condition, and became absolute through the death of John H. Mount without issue having been born. It is also argued that the devise to the children of John H. Mount lapsed, and that, therefore, the remainder in fee became a part of the residuary estate, and passed under Paragraph 7.

The argument for Wilkerson is that the full title to the 40-acre tract was devised to John H. Mount for life, and to his children after his death; that, though the devised remainder in fee was contingent, both in event and in qierson, yet, under the rule of common law, it was effective to carry the full fee title, and that nothing remained to the estate but a “possibility of reverter;” that such “possibility of reverter” was not a present property interest, and was not assignable or devisable; that, upon the final failure of the possibility of children to John H. Mount, the fee did revert, as of the time of such failure, to the heirs of the testatdr, and to Ella Wilkerson, as the only surviving heir; that, consequently, there was no property interest in Grace Mount, at the time of her death, which could pass by her will, or to which her surviving husband could succeed. It [283]*283is further argued, as to the second proposition above stated, that, whatever the property right, it was land, and not personalty; that there was no equitable conversion, and could not be during the life of John H. Mount, who long-survived Grace Mount; and that the direction of sale contained in Paragraph 7 of the will was not intended to apply to the property in question.

The first proposition above stated as essential to the case of Kurtz is involved in the confusion of varying statutes and conflicting authorities. The trial court found it a question of great difficulty, and we so find it. We find little difficulty, however, in dealing with the second question; and, inasmuch as our conclusion thereon becomes decisive of this proceeding, we give it first consideration.

Did Paragraph 7 of the will work an equitable conversion of this land into personalty as of a date prior to the death of Grace Mount?

An imperative and absolute direction in a will that land be sold, and the proceeds thereof distributed, works an equitable conversion of the land into personalty, as of the date of the death of the testator. Inghram v. Chandler, 179 Iowa 304, and cases cited therein. For the purpose of this case, we may assume, also, that a conditional

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Bluebook (online)
189 Iowa 279, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wilkerson-v-long-iowa-1920.