33 N.W.2d 410 | Iowa | 1948
[1] The record on appeal does not comply with Rule 340, Rules of Civil Procedure. It is in three parts: (1) Appellant's Record on Appeal (2) Appellee's Amendments to Record on Appeal (3) Objections to Amendments to Record on Appeal. The order of the trial court recites that (1), (2), and (3) "be now settled as the true record for consideration on appeal." This does not comply with the provision of Rule 340 (c) that the record be settled in the trial court. Furthermore, each of the corrections, substitutions or additions to the proposed abstract referred to in Rule 340 (c) should be made by addition, correction or deletion and substitution, and inserted at the proper place therein. Pfeffer v. Finn,
Plaintiff, Lee R. McManis, was a son of Flora Kammerer who died intestate in 1946, survived by four children. She had opened the bank account in March 1944, and her name alone appeared on the signature card, passbook, and bank records. In August 1944 the following instrument (signature card), Exhibit A, was executed and attached to the original signature card in the files of the bank:
"JOINT ACCOUNT — PAYABLE TO EITHER OR SURVIVOR.
"We agree and declare that all funds now, or hereafter, deposited in this account are, and shall be, our joint property and owned by us as joint tenants with right of survivorship, and not as tenants in common; and upon the death of either of us any balance in said account shall become the absolute property of the survivor. The entire account or any part *1108 thereof may be withdrawn by, or upon the order of, either of us or the survivor.
"It is especially agreed that withdrawals of funds by the survivor shall be binding upon us and upon our heirs, next of kin, legatees, assigns and personal representatives.
LEE R. McMANIS MRS. FLORA KAMMERER."
The bank added plaintiff's name on the depositor's passbook and "put on the joint account stamp" so that it read, "Lee R. McManis or Mrs. Flora Kammerer as joint tenants with right of survivorship and not as tenants in common." The ledger sheets of the account were changed to show both names.
After the death of Flora Kammerer her administratrix notified the bank her estate claimed the account. Payment was refused plaintiff. He brought this action against the bank and administratrix. Defendant bank claimed no interest in the account. It may be here noted that the form of Exhibit A was identical to that in In re Estate of Winkler,
The administratrix pleaded the execution of the signature card was for convenience only and that decedent intended withdrawals during her lifetime would be used for her benefit and the balance remaining in the account at her death divided among her four children. Appellant sought to prove this pleaded defense by testimony decedent formerly had a joint bank account with a daughter, that decedent stated the joint account with plaintiff was established for her convenience because she was not physically able to go to the bank, and that she wanted her children to share equally in her estate after payment to plaintiff of rent for the apartment owned by him which she occupied. There was testimony for plaintiff that decedent said she wanted plaintiff to have the bank account, that she frequently discussed the joint account involved in the case of In re Estate of Winkler, supra, with Louis Winkler, a neighbor and said to him, "I fixed a joint survivor account so there wouldn't be any more argument over it, I don't want another Winkler case." *1109
The trial court rendered judgement for plaintiff, holding Exhibit A constituted a contract between the parties and expressed a clear intent to create a joint tenancy, that there was no competent evidence of an intent different from that indicated in Exhibit A, and that the reason behind its execution was immaterial.
[2] I. Most of the assignments of error are answered by In re Estate of Murdoch,
"We held in the Winkler case, supra, that such an agreement as we have here constituted a contract, consideration being presumed since it was in writing; that it was an agreement declaring inexpress terms the rights of the parties. We view the present writings, so-called signature cards, in the same light. Under our rules of construction, in the absence of a plea of fraud, duress, or mistake, we are bound by the plain and expressed terms of the agreement. Extrinsic evidence tending to change this expressed intent is not competent."
The approach and reasoning of the distinguished trial court, as shown in the judgment entry, were practically the same as in the Murdoch decision, supra, which was filed some time later. We are not prepared to depart from the holding in the Murdoch case.
[3] II. Appellant makes some claim of fraud, duress or undue influence based upon the contention plaintiff was the dominating person in a fiduciary and confidential relationship between decedent and himself. This claim will not be considered because it was not pleaded. In re Estate of Murdoch, supra. Nor do we understand this contention was made in the trial court.
[4, 5] III. Appellant contends the dead man statute, section
[6] IV. Error is predicated upon the overruling of defendant's motion to transfer the cause from law to equity. Code section
[7] V. Appellant contends the trial court did not apply the proper principles of the common law to the factual situation. We are unable to agree with this conclusion. The complaint appears to be that the creation of a joint tenancy under the common law requires unity of possession, interest, time, and title in each joint tenant and that some of these prerequisites were not present because the bank account had been the individual property of Flora Kammerer. In Switzer v. Pratt,
All JUSTICES concur. *1111