Koep v. Koep

Nov 2, 1909
Reporters:
Before:
McClain
McClain, J.

Plaintiff is the widow, and defendants, H. H. Koep and A. F. Koep, are the sons of Charles Koep, who died testate in 1890, owning the eighty acre tract of land to which this controversy relates. In his will he provided that plaintiff should have a life estate in said land, out of which she should pay legacies to certain of the children to the extent of $200, and it was further provided that, after the termination of said life estate, defendants above named were to receive equal shares of the remainder of the property. These two sons were minors at the time of their father’s death, living with plaintiff on *181the land, and they continued to live with her, farming the place, until in 1897 H. H. Koep married and went elsewhere to live. A. N. Koep continued to reside on the place with the plaintiff until she left in 1907 to reside with a married daughter. Plaintiff now asks that she have set off to her by partition one-third of the land by way of distributive share, claiming to be entitled thereto in addition to the life estate given to her by the will, and she further asks for an accounting as to the rents and profits of the land received by said defendants while they have been living thereon.

Under the provisions of section 2452 of the Code of 1873, which was in force when Charles Koep died, the widow’s share in the real estate of her deceased husband could not be affected by any provisions of his will, unless she consented thereto within six months after notice, which consent must be entered of record, and it is conceded that no specific notice of the provisions of the will was served upon plaintiff, and that no record of her consent thereto was ever made. Counsel for appellees insist that the provision for a life estate was necessarily inconsistent with the distributive share given to the widow by law, and that, having enjoyed the life estate, she can not now insist upon taking a distributive share, or, on the other hand, if she insists on her distributive share, she can not have the benefit of a life estate given by will. As we reach the conclusion indicated in a subsequent paragraph of this opinion that plaintiff is estopped from asserting her right to a distributive share by her conduct, we need not discuss the question whether the provisions of the will w.ere inconsistent with the taking of a distributive share.

*1821. Wills: distributive share: election: estoppel. *181I. We think it appears by a preponderance of the evidence that at various times when the questions of making improvements on the property were discussed between plaintiff and these defendants the plaintiff urged said defendants to put permanent improvements upon the property, assur*182ing them that the property -would be theirs after the terminatio-n of her life estate; that defend- , * t n e ants, in reliance upon -these assurances of . . ir» plaintiff, did continue to live on the farm, giving their entire time and labor to conducting it; that out of the proceeds they did make permanent improvements of considerable value, and that they also paid out of the proceeds the legacies which were chargeable upon plaintiff’s life estate and a considerable indebtedness of their father’s estate, for which they would not otherwise have been personally liable, and that one of them also contributed to these purposes a small amount of personal earnings which he had acquired by other labor during one year of this occupancy. That a widow entitled to a distributive share in addition to the provisions of the will in her behalf may estop herself by’ her conduct from asserting her right to such distributive share regardless of any formal election is well settled. Goldizen v. Goldizen, 107 Iowa, 280. We think it immaterial in this case whether the plaintiff was entitled to her distributive share in addition to the life estate given her by the will. Even if she had a legal right to such distributive share, she might by her acts and conduct relied upon by these defendants to their prejudice estop herself from asserting this legal right. In this respect she is, like any other person having a legal right, bound by estoppel if she induces others to act to their prejudice on the assurance that such legal right is not to be asserted as against them. Lewis v. Sherwin, 129 Iowa, 682; McDowell v. McDowell, 141 Iowa, 286; 16 Cyc. 802. These are cases of estoppel in general, but they are applicable, as we think, to the acts and conduct of this plaintiff on which defendants relied. The case of Jones v. Jones, 137 Iowa, 382, is not at all inconsistent with this conclusion. In that case it was held that the mere failure of the widow to make a statutory election as between the provisions of the will and the distributive *183share given by law would not estop her from claiming her distributive share. Hut the court recognized the possibility of an estoppel where no election is necessary, if the widow has so treated the property as to mislead other interested parties, to their prejudice. We hold that in this case acts and conduct of the plaintiff led the defendants, relying‘thereon, to invest money ^ in the improvement of the premises and in the payment of debts of their father’s estate which they were not personally bound to make or pay, and that, therefore, they would be prejudiced if the widow were now allowed to assert her right to a distributive share.

2. Same: life estates: accounting for rents and profits. II. We see no merit in plaintiff’s claim for an accounting for rents and profits. She lived upon the premises as the head of the family until 1901 — that is, during the entire period as to which an accounting is demanded- — and the proceeds of the farm all collected by the defendants were applied to the general support of the family, to the making of improvements, and to the payment of the debts of the father’s estate. This was with the consent of plaintiff and she can not now insist that the defendants shall pay rent for the premises as thus used, even though she as life tenant, was entitled to rent had the premises not thus been used by her. Defendants were under no obligation to remain and carry on the farm by their labor if the plaintiff had insisted upon treating them as tenants.

The decree of the trial court is affirmed.