6 N.W.3d 730
Iowa2024Background
- David and Elizabeth Roberts signed a valid premarital agreement in 1993, waiving each other's elective share but granting each spouse a one-third interest in the other's real property at death.
- In 2017, after 24 years of marriage and multiple property investments, they executed a "partial revocation" of the prenup. This removed Elizabeth's one-third share of David’s real property, and in exchange, Elizabeth received approximately $15,000 in cash, $50,000 in debt repayment/forgiveness, and a monthly living allowance.
- After David’s death in 2022, his estate (held largely in a revocable trust for his son Eric) invoked the partial revocation to limit Elizabeth’s share.
- Elizabeth challenged the validity of the 2017 postnuptial amendment, arguing it was not permitted under Iowa law.
- The district court enforced the partial revocation; Elizabeth appealed.
- The Iowa Supreme Court reversed, holding such postmarital amendments to premarital agreements regarding elective shares are not enforceable under Iowa Code §§ 596.7 and 597.2.
Issues
| Issue | Plaintiff's Argument (Elizabeth) | Defendant's Argument (Eric) | Held |
|---|---|---|---|
| Can a premarital agreement be amended post-marriage to affect elective share rights? | Iowa law only allows total revocation, not amendment, of premarital agreements after marriage. | The law does not forbid amendments; mutual agreement should allow change. | No. Iowa law allows revocation but not amendment. Amendment affecting elective shares is unenforceable. |
| Is the 2017 partial revocation supported by proper consideration and public policy? | The 2017 agreement lacked adequate consideration and was unconscionable. | The agreement was a valid contract, exchanged for substantial consideration. | Not reached; court found amendment unenforceable on statutory grounds. |
| Should Elizabeth return benefits received if the 2017 agreement is unenforceable? | The counterclaim is unsupported by law or evidence. | Failure to restore the consideration results in unjust enrichment. | Remanded for district court to address this counterclaim. |
| Are other contract principles (e.g., common law modifications) applicable? | Postmarital agreement modifying elective share rights is void under Iowa statutes. | O’Dell allows such modification/waiver so long as parties are competent. | O’Dell did not control; statutory provisions override common law here. |
Key Cases Cited
- In re Marriage of Shanks, 758 N.W.2d 506 (Iowa 2008) (premarital agreements waiving elective shares enforced if fair and reasonable)
- In re Est. of Spurgeon, 572 N.W.2d 595 (Iowa 1998) (affirmed enforcement of premarital agreements waiving estate claims)
- In re Est. of Wulf, 471 N.W.2d 850 (Iowa 1991) (statute shields one spouse’s dower interest from exploitation by the other)
- Cummings v. Wood, 199 N.W. 369 (Iowa 1924) (statute reserves elective share except waived by antenuptial contract)
- Young v. Young-Wishard, 288 N.W. 420 (Iowa 1939) (statute prohibits postmarital agreements relating directly to dower rights)
- Battin v. Merchants’ State Bank of Correctionville, 208 N.W. 343 (Iowa 1926) (voids postmarital attempts to deprive a spouse of their share)
