Court Opinion

ID: 7112212
Source: CourtListenerOpinion
Date Created: 2022-07-24 12:27:44.513019+00
Date Added: 2024-06-11T16:13:34.623457
License: Public Domain

Deemer, J.
The material parts of the will now before us for construction read as follows:
2nd. I give and devise to'the heirs (children) of my deceased son, Warren, the north half of the timber -tract situated in the southeast quarter of the southwest quarter of section 28, township 86, range 6, in Linn county, Iowa, or proceeds of sale of said tract as they and my said executor may mutually agree.
3rd. I give, devise and bequeath to my son, Norman, the south half of said timber tract mentioned in Number Two as being situated in 28 — 86—6, Linn Co., Iowa, to have and to hold unto himself his heirs and assigns forever'
4th. I give and devise unto my sons, Isaac, Norman, Orin and Harmon, each an equal share in and to all the property, real and personal, of which I may die possessed, after the bequests hereinbefore and hereinafter mentioned, together with all debts and expenses, shall have been paid or set off, it being understood under this head that in the case of Norman the land devised him under Number Three above, is to be considered in the whole or aggregate of property to be equally, as to value, ’divided among the four legatees, he to have and to hold said land in any case, even though it- be more than one-fourth of all property mentioned under this head, and should it be less than one-fourth, then balance is to be apportioned him by my said executor who is also to make all divisions under this head.
These are clear and unambiguous; and the questions arising grow out of transactions occurring after the execution of the will. It appears that thereafter, and before the death of the testator, he executed a deed to Norman Hall for the land devised by the third paragraph of the will, and took a receipt from him, Norman, for $625 as having received that much from his (Benjamin’s) estate, on account of the land. The deed was taken to the recorder, but he would not file it for record because not acknowledged. The deed was returned to be corrected; and testator then changed his *666mind and concluded to deed the land to Margaret, wife of Norman, saying that he “ would know then that Norman would have a home.” The deed to Norman was then destroyed and the receipt given by him, Norman, was at testator’s request returned and destroyed. Testator thereupon deeded the land by warranty deed to Margaret I. Hall for the express consideration of $625. This deed was executed December 25, 1901, and filed for record February 4, 1902. Testator died September 26, 1903. Norman Hall and his wife have been in possession of the land since the execution of the deed to Margaret. There is testimony tending to show that testator intended this land to be charged to Norman’s share of the estate; but no showing that either Margaret accepted it as such or that Norman agreed that it should be so treated.
1. Wills: advancements. The question presented is: Is Norman entitled to anything under the fourth clause of the will ? He receives nothing under the third for the reason that the land was ■conveyed by the testator before his death to his (Norman’s) wife. It is not a case for application of the doctrine of advancement to one of the heirs, for the reason that it is not a case of intestacy. Gilmore v. Jenkins, 129 Iowa, 686; In re Lyons, 70 Iowa, 375; McCormick v. Hanks, 105 Iowa, 639; Spaan v. Anderson, 115 Iowa, 121.
2 Conveyance of property devised: satisfaction. The only theory upon which the ruling of the trial court can be sustained is that by the deed to Margaret there was .an ademption or satisfaction of the devise. Defendant’s counsel contend that the doctrine of ademption does not apply to real estate; and that, if it does, it has no application where the conveyance is to some one other than the devisee, no matter how close the relationship. The doctrine of ademption, strictly speaking, applies only to personal property or to legacies; and a conveyance by a testator of real estate which he had already devised works a revocation rather *667than an ademption. Hattersley v. Bissett, 51 N. J. Eq. 97 (29 Atl. 187, 40 Am. St. Rep. 532). But it seems-there may be a satisfaction as distinguished from an ademption of legacies in order that one may not receive a double portion of the estate of an ancestor. Conceding arguendo that this rule applies to devisees of real estate, yet the conveyance must he to one standing in loco parentis and to the identical person named as devisee or legatee in the will. .A voluntary conveyance or gift to the husband or wife of the devisee or legatee is not a satisfaction of the bequest or devise. Hart v. Johnson, 81 Ga. 734 (8 S. E. 73); In re Lyon, 70 Iowa, 375; Decrow v. Moody, 73 Me. 100; Marquise de Portes v. Hurlburt, 44 N. J. Eq. 517 (14 Atl. 891); Kennedy v. Badgett, 26 S. C. 591 (2 S. E. 574). Of course, where testator conveys land already devised by him, the devise is adeemed, or, as some cases put it, there is a revocation of the will in so far as the specific devise is concerned. But the will still stands, and there is no satisfaction unless the conveyance be to the devisee. See eases hitherto cited. These rules are so well settled that there is hardly a discordant note in the authorities regarding them. See as further sustaining them, Burnham v. Comfort, 108 N. Y. 535 (15 N. E. 710, 2 Am. St. Rep. 462); Rains v. Hays, 6 Lea 303 (40 Am. Rep. 39); In re Miller’s Will 128 Iowa, 612; Davis v. Close, 104 Iowa, 261. When the real estate specifically devised to Norman Hall was removed from the operation of the will by the conveyance to Margaret, the fourth paragraph of the will must be construed a? if there had been no specific devise to Norman. Warren v. Taylor, 56 Iowa, 182; Ametrano v. Downs, 170 N. Y. 388 (63 N. E. 340, 58 L. R. A. 719, 88 Am. St. Rep. 676); Emery v. Society, 79 Me. 334 (9 Atl. 891); Morey v. Sohier, 63 N. H. 507 (3 Atl. 636, 56 Am. Rep. 538); In re Estate of Peet, 79 Iowa, 185.
*6683. Parol trusts. *667The conveyance to the wife of Norman was absolute, and 'it is not permissible to impose a parol trust thereon for *668the purpose of showing a satisfaction of tbe devise to Norman. Declarations of trust cannot be shown ^ par0^ Testator did not stand in loco parentis to Margaret Hall, and Norman derived no such benefit from the conveyance to her as that tlie devise to him should be treated as satisfied by ademption. Campbell v. Martin, 87 Ind. 577. While many cases are cited by appellee’s counsel, none of them run counter to the rules here announced. The trial court was in error in construing the will. Norman Hall is entitled to his share of the estate under the fourth paragraph of the will, as he never received any part of the specific devise.
The decree must therefore be reversed and the cause remanded for one in harmony with this opinion.
Reversed and remanded.