Drumheller's Estate, In re

Decision Date19 September 1961
Docket NumberNo. 50353,50353
Citation252 Iowa 1378,110 N.W.2d 833
Parties, 87 A.L.R.2d 1233 In the Matter of the ESTATE of Charles H. DRUMHELLER, Deceased. Elizabeth Josephine TERRY, Appellant, v. Mary L. METTE, Administratrix, Appellee.
CourtIowa Supreme Court

Edward Seddon, Murfreeboro, Tenn., and Mitchell & Beving, Des Moines, for appellant.

Kennedy & Clark, Estherville, for appellee.

THORNTON, Justice.

The decisive question in this case is one of judical notice. The trial court took judicial notice of Indiana statute and common law. The court held as a finding of fact and conclusion of law under Indiana statute law in effect at the time and decisions of the highest appellate court of Indiana construing the statutory law appellant could not inherit from a collateral relative of her adoptive parent, and based on The Estate of Sunderland, 60 Iowa 732, 13 N.W. 655, as her right to inherit was limited at the place of adoption it is so limited here and she was not entitled to inherit from decedent.

Appellant contends the trial court was in error in considering and applying Indiana statute and common law where such were neither pleaded nor proved. We agree.

The question arises on the final report and proposed distribution of the administratrix of the estate of Charles H. Drumheller, deceased, omitting appellant as an heir, and appellant's objections thereto. The decedent died intestate, a resident of Pennsylvania, original administration was had on his estate in that state. This is an ancillary administration to administer Iowa real estate, his only property here.

Decedent left no spouse surviving, he had no children and both of his parents predeceased him. The search for heirs under section 636.40, Code of Iowa, 1958, I.C.A., disclosed heirs on his mother's side entitled to one-half of the estate. This one-half is not in issue. Our concern is with the one-half to be disposed of on his father's side. Here it was stipulated decedent's cousin, Geraldine Drumheller Terry, would have inherited this one-half if she survived decedent, and she adopted appellant, Elizabeth Josephine Terry, in Indiana as an adult in 1940, her only child, natural or adopted.

I. A child adopted in Iowa inherits from collateral relatives the same as a natural born child. The status is created by section 600.6, Code of Iowa, 1958, I.C.A., the right to inherit by sections 636.31, 636.32 and 636.40, Code of Iowa, 1958, I.C.A. Shick v. Howe, 137 Iowa 249, 114 N.W. 916, 14 L.R.A., N.S., 980. See also, Cook v. Estate of Todd, 249 Iowa 1274, 90 N.W.2d 23, 66 A.L.R.2d 1257; In re Estate of Fitzgerald, 223 Iowa 141, 272 N.W. 117; Shaw v. Scott, 217 Iowa 1259, 252 N.W. 237; and McCune v. Oldham, 213 Iowa 1221, 240 N.W. 678. The status of adoption created by the law of one state, with jurisdiction, will be recognized by the courts of another state, to such extent at least, as is not inconsistent with the laws or policy of the latter state. Cook v. Estate of Todd, 249 Iowa 1274, 1277, 90 N.W.2d 23, 25, and citations; and Annotation, 154 A.L.R. 1179. The descent of real property is governed by the law of the place where it is situated. Cook v. Estate of Todd, supra; In re Estate of Clemmons, 242 Iowa 1248, 1251, 49 N.W.2d 883, 885, and citations; and Restatement, Conflict of Laws, § 245.

II. In response to the contention of appellant that the court erred in taking judicial notice of Indiana law appellee contends that matters of which judicial notice is taken need not be stated in any pleading, citing rule 94, Rules of Civil Procedure, 58 I.C.A., the issue cannot be raised for the first time on appeal, and the issue was tried by implied consent. Appellee does not contend she did plead and prove the statutory and common law of Indiana.

Her contention that matters of which judicial notice is taken need not be stated in any pleading requires examination of rule 94. It is a combination and modification of section 11198, Code of Iowa, 1939, 'In pleading a statute, or a right derived therefrom, it shall be sufficient to refer thereto so as to plainly designate it, and the court shall thereupon take judicial notice thereof.', and section 11211, Code of Iowa, 1939, 'Matters of which judicial notice is taken need not be stated in a pleading.' The rule reads:

'Matters of which judicial notice is taken need not be stated in any pleading. But a pleading asserting any statute, or a right derived therefrom, shall refer to such statute by plain designation. The court shall judicially notice the statutes of any state, territory or other jurisdiction of the United States so referred to.'

The advisory committee comment under rule 94 in I Cook, Iowa Rules, Rev.Ed., p. 620, is: 'Code 1939, §§ 11198, 11211, modified to include judicial notice of all American statute law. The court need, however, notice only the statute. Any foreign judicial decision construing it must be pleaded as heretofore. The trial judge may require the parties to furnish him information satisfactory to him, apart from the pleading, as to the statute referred to. See Rule 136(d) as to Pretrial Conferences.'

Under section 11211, Code of Iowa, 1939, and the first sentence of rule 94 the reference is to general matters of which the court may take judicial notice and not to statutes. An examination of all cases cited under section 11211 in the Official Annotations, Vols. I, II and III, does not disclose any where judicial notice was taken of a foreign statute.

Under section 11198, Code of Iowa, 1939, where the statute was referred to the court was required to take judicial notice of it, and the same is true under rule 94. In re Estate of Clemmons, 242 Iowa 1248, 1252, 49 N.W.2d 883, 886. It permits the statute to be so pleaded. Clark v. Riddle, 101 Iowa 270, 272, 70 N.W. 207. See also, Kingery v. Donnell, 222 Iowa 241, 268 N.W. 617. The reference in the pleading is the prerequisite to the court taking judicial notice of a statute. Neither the old statute nor the new rule has anything to do with pleading and proving the common law or decisions construing a statute of a sister state. Courts do not take judicial notice of the statutory or common law of a sister state in the absence of statute or rule. Varner v. Interstate Exchange, 138 Iowa 201, 204, 115 N.W. 1111; Evidence--Judicial Notice of Foreign Laws--Presumptions as to Law of a Foreign Country or Sister State, 2 Iowa Law Bulletin, 216, 217; Annotation, Uniform Judicial Notice of Foreign Law Act, 23 A.L.R.2d 1437; 2 Conrad, Modern Trial Evidence, § 1002, p. 203; and McCarthy, Iowa Pleading, Vol. 4, § 2877, p. 256.

III. It is necessary to examine the steps taken in the trial court. November 6, 1959, appellee's final report was filed, therein she stated the appellant, '* * * is considered herein, * * * not to be an heir * * *.' No reason was stated. On the same date the court set the time for hearing at 10:00 a. m. December 7, 1959. On November 13, 1959, appellant filed her answer objecting to the final report, setting forth her adoption in Indiana and attaching a certified copy of the decree and that she was entitled to one-half of the estate under Iowa law. On November 25, 1959, counsel for the parties filed a stipulation agreeing appellant was adopted in Indiana, the date thereof and her adoptive parent would have inherited one-half of the estate had she survived the intestate. On the same date appellee filed her trial brief citing sections of the Indiana statutes relative to adoption and three Indiana decisions construing the sections of the statutes. In an opening paragraph is this statement, 'Looking to Indiana, to determine the status created by the adoption * * *.' The citations and Indiana law are then analyzed and discussed and it is concluded the Indiana law does not give the adopted adult child a right to inherit from the relatives of the adoptive parent. At no point in the brief does the appellee ask the court to take judicial notice of the Indiana statutory or case law. (We do not mean such is sufficient.) And on that date appellee filed her application for separate adjudication of law points and for judgment on the pleadings. Therein she asked the court to rule that no portion of the Iowa real estate descended to or vested in appellant and judgment be entered in appellee's favor dismissing appellant's answer and approving the report. No reasons were stated. On December 7, 1959, appellant filed her trial brief. No part of that brief is before us. Appellee, in her brief and argument filed in this court, states, 'The Appellant's Trial Brief * * * did not challenge the Indiana statutes cited by the appellee or the interpretation of the above mentioned cases, but merely argued the Indiana Statutory and case law did not control the issues in this case.' From the court's findings and judgment filed October 13, 1963, we find the case proceeded to hearing on December 7, 1959, the appearances of counsel are noted, no evidence other than the stipulation was offered, the positions of the parties are stated, the Indiana law is considered and applied and the result reached holding appellant was not entitled to take as an heir.

We have examined and re-examined this record including the supplemental record filed by appellee pursuant to an ex parte order in the trial court and we cannot find a time when the appellant should have raised the question of judicial notice of the Indiana statutes and common law.

There was no designation of a statute in the pleading, rule 94, Rules of Civil Procedure, no request to the trial court to judicially notice a particular statute or an offer of such pursuant to sections 622.59 or 622.60, Code of Iowa, 1958, I.C.A. And there was neither a pleading nor offer of the Indiana decisions pursuant to section 622.61, Code of Iowa, 1958, I.C.A. The first opportunity appellant had to know the court would apply the Indiana law was October 13, 1963, when the findings and judgment were filed. From the statement of ap...

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    ...we do not judicially notice the law of other states. The one who relies on foreign law must prove it. In re Estate of Drumheller, 252 Iowa 1378, 1382, 1385, 110 N.W.2d 833, 835. As already mentioned, the question was raised by application under rule 105, R.C.P. A hearing was held at which p......
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