Hatton v. Wheaton

158 Iowa 460 | Iowa | 1913

Ladd, J.

J. S. Wheaton died testate in 1897. His will was admitted to probate, and after providing certain legacies, disposed of the residue of his estate as follows:

I give, devise and bequeath unto my beloved wife, Nancy 'S. Wheaton, all the rest and residue of my property and estate of whatsoever kind and nature, and wheresoever situated, for and during her natural life, with the right to use, control, and manage the same, and to use and appropriate all the income and profits therefrom, after paying the taxes and keeping up the repairs, with the remainder over to my children by her, to wit, Kate Eva Hatton, Cora Ella Baker, John D. Wheaton and Cyrus Franklin Wheaton, in equal shares. I also hereby authorize and empower my said wife to sell, deed, and convey any part of said property, and to convert the same into other property in such manner as to her may seem wise and best, the property so exchanged for, or procured by such sales or exchanges from time to time, to be held by her in the same manner as the original property; the remainder to be disposed of finally to our children as last aforesaid.

This was declared to be in lieu of dower, and the widow was named as executrix, without bond, and given a freé hand in the settlement of the estate. Kate Eva Hatton, mentioned in the clause quoted, died in 1905, leaving her surviving her husband, plaintiff herein, and two children,. Lemuel G-. and Elaine Louise Hatton. The widow, Nancy S. Wheaton, died in 1910, and the defendant, Wm. M. Wheaton, is the administrator of her estate. The petition alleges the foregoing facts, and in addition thereto that the testator left a large amount of property, real and personal, describing realty undisposed of by his widow, and other realty acquired by her, with the proceeds of property left by him, and that she left personal property of about the value of $10,000, which belonged to the estate of the testator and passed into the hands of defendant as administrator of the Nancy S. Wheaton’s estate; that plaintiff, as surviving husband of Kate Eva Hatton, is entitled to one-third of the interest she acquired in the estate of J. S. Wheaton, deceased, bnt the defendant has in no manner recognized his interest therein in distributing said personal property, has obtained a large part of the real estate left by the testator, and which was subsequently acquired by the widow with the proceeds of property of testator’s estate, without regard to plaintiff’s interest therein; and he prays: (1) That defendant be required to appear and show cause why he should not recognize plaintiff as entitled to one-third in value of the property left his deceased wife under the will; (2) why he should not amend the list of heirs filed by him as administrator of Nancy S. Wheaton, deceased, “and for the purpose of showing him as entitled to his distributive share in all of the property, both real and personal, left by J. S. Wheaton, deceased, and all of the property acquired by Nancy S. Wheaton, with funds obtained from the sale of property belonging to said J. S. Wheaton, and which was left to the wife of your petitioner, Kate Eva Wheaton, subject to provisions in said will in favor of Nancy S. Wheaton, and asking that you be required to file a supplemental or amended list of heirs in said estate of Nancy S. Wheaton, giving the name of this petitioner, Lemuel C. Hatton, as one, and showing him entitled to his distributive share in all of the property, both real and personal, left by J. S. Wheaton or Nancy S. Wheaton.”

The petition was filed in probate, and thereto the defendant demurred on the grounds: (1) That plaintiff was related to deceased Nancy S'. Wheaton by affinity only, and therefore was not her heir; (2) that Kate Eva Hatton never became possessed, during her lifetime, of any of the property or her interest therein, and for this reason the right of .plaintiff to a distributive share never attached; (3) that the children of Kate Eva Wheaton, upon her death, took her interest, not through the mother, but through their grandmother, Nancy S. Wheaton; (4) that under the will Nancy S. Wheaton took the property absolutely, and the children of Kate Eva Wheaton took by descent the share their mother would have inherited, and not under the will; (5) petitioner does not show that he has any right, title, or interest in the estate of the testator or Nancy S. Wheaton; ¡and (6) is not entitled to the relief demanded or any relief. The court sustained all the grounds of the demurrer, except the fourth, and .that was overruled.

Though the defendant appealed, he has not supported the alleged error by argument, and for this reason it is not considered.

1. Estates of DECEDENTS : heirs: listing. I. The plaintiff was not related to Nancy S. Wheaton, deceased, otherwise than as husband of her daughter, Kate Eva Hatton, and therefore was not her heir. For this reason, defendant, as administrator, could not properly have listed him as an heir. Sections 3411, 3412, Code.

2 Same : wills : remainders. II. If some of the real estate owned by J. S. Wheaton remained after the death of the life tenant, it belonged to the remaindermen, and the administrator of the life tenant aequired no interest herein through his appointment as such. The same is true of any real estate acquired by the life tenant out of the proceeds of property left by the testator, J. S. Wheaton. Title to real estate passes to the heirs or devisees upon the death of the ancestor or testator (Herriott v. Potter, 115 Iowa, 648), and save when there is no one entitled thereto present and competent to taire possession, the administrator has nothing to do with the realty ' of his decedent. Section 3333, Code; Valley National Bank v. Crosby, 108 Iowa, 651; In re Pitt’s Estate, 153 Iowa, 269. The petition ■ contains nothing indicating that defendant, as administrator, has or claims any interest in the real estate left by either his decedent or the testator, J. S. Wheaton, and therefore- the title thereto cannot be adjudicated, in the absence of necessary parties, even if relief of this kind were demanded; and, as seen, none was prayed. See Todd v. Crisman, 123 Iowa, 693.

3. Same : descent and distribution : heirs : title to real estate. As plaintiff was not entitled to any portion of the estate of Nancy S. Wheaton, deceased, as heir or otherwise, the defendant, as administrator, rightly declined to recognize him in the distribution thereof, but instead turned over to his children whatever their mother would have inherited, had she survived deeedent. Whether plaintiff was entitled to take a third of what was left his wife, Kate Eva Hatton, under the will of J. S. Wheaton, was of no concern to defendant, save as this might be demanded of him because in his possession. But no such claim is to be found in the petition.

The recovery of property is not sought. The prayer is that plaintiff be listed as an heir for the purpose of showing him entitled to a third of what his wife was entitled to under the will of J. S. Wheaton, deceased. As said, this was rightfully refused, for that he was not an heir of defendant’s decedent, and it was no part of defendant’s duty to list the heirs of another estate.

If defendant was entitled to one-third of the one-fourth of the realty left by the testator, of which the life tenant acquired with the proceeds of the property which was owned by him, the probate court is not the forum in which to settle title thereto, nor can suit for that purpose be maintained without bringing in the necessary parties. Todd v. Crisman, supra.

4. Same: distributive share: action : parties. Whether the estatfe of J. S. Wheaton has been settled, or, if not, whether an executor was appointed instead of Nancy S. Wheaton upon her decease, is not disclosed in the petition; but this is not material, for recovery of prop erty belonging to that estate from the defendant is not demanded. Of course, if he has property of the J. S. Wheaton estate, though it were in possession of the life tenant, he is accountable to the executor therefor or to the legatees or those claiming under them. In any event, it is doubtful at least whether the probate court is the proper forum in which to sue therefor. See Stewart v. Lohr, 1 Wash. 341, (25 Pac. 457, 22 Am. St. Rep. 150). And it would seem that those adversely interested should be made parties. Manifestly, the real controversy is whether the share of the property left by the will to Kate Eva Hatton belongs entirely to plaintiff’s two children, or one-third thereof to him and the remainder to them. On that proposition, they should have the opportunity of being heard. It follows that plaintiff was- not entitled to the relief sought, and the court rightly sustained the demurrer on the first and last grounds. Though the third ground has been ably argued on both sides, we refrain from considering the point for the reason that it is not involved in the relief prayed, and the real parties in interest are not before the court. — Affirmed.