In re Fetterman's Estate

Decision Date08 January 1929
Docket Number39230
PartiesIN RE ESTATE OF ISAAC FETTERMAN. AMY SCARBER, Appellant, v. J. Q. MCKINNON, Executor, Appellee
CourtIowa Supreme Court

Appeal from Henry District Court.--OSCAR HALE, Judge.

This action is based on a claim filed in probate against the executor of the estate of Isaac Fetterman, deceased. The claim is founded upon alleged failure of compliance by the testate with the provisions of a written contract entered into between the claimant and the deceased. At the close of the claimant's evidence, the court directed a verdict for the executor, and judgment was rendered against the claimant for the costs. Claimant appeals.

Affirmed.

McCoid McCoid & McCoid, for appellant.

J. V Gray, for appellee.

F. S Finley, Vance & Haugen, and Thoma & Thoma, for certain heirs.

WAGNER, J. ALBERT, C. J., and EVANS and KINDIG, JJ., concur, STEVENS, J., concurs in the result.

OPINION

WAGNER, J.

The testate, Isaac Fetterman, died October 15, 1926. He left surviving him his widow, Emma Fetterman, to whom he was married on March 7, 1925, and he left as his surviving issue his two daughters,--to wit, the claimant and Ida Sawyer,--and children of Addie Jacobs, a predeceased daughter.

It appears that the deceased and claimant and her husband became involved in financial entanglements, in which the deceased was making certain claims against his daughter, and they were also making certain claims as against him. The deceased had brought suit against the claimant, aided by garnishment proceedings. Said suit was not brought to trial, but as a settlement between the parties thereto, on July 16, 1925, the following written contract was entered into between them:

"This contract made and entered into this 16th day of July, 1925, by and between Isaac Fetterman, party of the first part, and Amy Scarber, party of the second part, witnesseth:

"Whereas, party of the first part holds a note, executed by J. L. Scarber and Amy Scarber, in the amount of two thousand dollars ($ 2,000.00), dated May 28th, 1924, payable to the order of Isaac Fetterman, and due one year after date and which is now due and unpaid and

"Whereas, party of the first part has other and different demands against the said party of the second part or her husband, J. L. Scarber and

"Whereas, on or about the 16th day of March, 1925, said party of the first part instituted a suit in the district court of the state of Iowa, in and for Henry County, against party of the second part by attachment and therein claiming the sum of one thousand three hundred sixty-five dollars and fifty cents ($ 1,365.50) for money loaned and also the said sum of two thousand dollars ($ 2,000.00) on the note hereinbefore recited, and in said suit, garnished Amy Scarber, administratrix, with will annexed, of the estate of Emily J. Johnson, deceased, J. V. Gray, referee in partition, and J. E. Carter, executor of the estate of Virginia Louisa Fetterman and

"Whereas, said party of the first part is obligated as either joint maker or endorser, upon a note for four thousand dollars ($ 4,000.00) dated May 28th, 1924, due one year after date and in favor of the New London National Bank of New London, Iowa, the other maker of said note being J. L. Scarber, which said note is past due and unpaid and

"Whereas, party of the second part claims that the note for two thousand dollars ($ 2,000.00) hereinbefore recited, due May 28th, 1925, in favor of first party was a gift and without validity and binding effect and

"Whereas, party of the second part has heretofore made claim against party of the first part for services rendered by herself or her husband or both of them to the said first party or his deceased wife, Virginia Louisa Fetterman and

"Whereas, parties of both parts hereto desire, at this time, to adjust and fully and completely settle all claims, demands and controversies.

"Therefore, be it fully understood, agreed and stipulated in the following manner and terms, to wit:

"1. The party of the second part hereby undertakes and agrees within five days from the execution of this contract, to relieve and save harmless the party of the first part from any liability upon the said note for four thousand dollars ($ 4,000.00), dated May 28th, 1924, due one year after date in favor of New London National Bank of New London, Iowa, upon said note, first party and J. L. Scarber are makers. Said party of the second part agrees to deliver or cause to be delivered to said first party, said note within said fixed time.

"2. It is further agreed by and between the parties hereto that the party of the second part shall pay to the party of the first part, the sum of one hundred dollars ($ 100.00) a year, to be paid semiannually, the first payment of fifty ($ 50.00) to be made on January 16th, 1926, and thereafter on the 16th day of July and the 16th day of January of each year, she shall pay to him the sum of fifty dollars ($ 50.00) during the remainder of his natural lifetime and that at the death of the said Isaac Fetterman, there shall be charged against Amy Scarber, party of the second part, against her share in said estate, the sum of two thousand dollars ($ 2,000.00) as an advancement to her.

"3. It is further agreed by and between the parties hereto that in consideration of Amy Scarber entering into the stipulation of settlement and assuming the payment of four thousand ($ 4,000.00) note of her husband at the New London National Bank, on which Isaac Fetterman is surety, that said Isaac Fetterman will make a will, willing to Amy Scarber, one third of all his property he now has.

"4. In consideration of the foregoing covenants on the part of the second party, party of the first part agrees, on their performance, that he will dismiss his case pending in the district court of the state of Iowa, against party of the second part, and will thereupon cancel, remit and forgive any and all other demands which he has against party of the second part.

"5. Party of the second part, in consideration of the covenants of the first party, on her part, hereby cancels, releases, forgives and remits any and all demands which she has, at this time, or had had heretofore, by herself or husband, including all claims and all matters of indebtedness against said party of the first part, or the estate of his deceased wife, Virginia Louisa Fetterman.

"6. By this stipulation of settlement, it is further agreed that all matters of dispute and all claims and demands of every kind whatsoever of either party hereto against the other party are settled, released and cancelled and that any and all claims of Isaac Fetterman as against J. L. Scarber, the husband of Amy Scarber, are likewise cancelled, settled and released, and any and all claims of the said J. L. Scarber against the said Isaac Fetterman or the estate of his wife are hereby released and cancelled."

On July 28, 1925, the decedent executed his last will and testament, ordering and directing therein that his executor pay off and discharge all the debts and liabilities that might exist against him at the time of his decease. The remaining provisions of his will are as follows:

"2nd. I give and bequeath to my wife, Emma Fetterman, at my death one third (1/3) of all my real and personal property, during her life and at her death the property is to be divided equally between my heirs.

"3rd. I give and bequeath to Ida Sawyer, at my death, one third (1/3) of all my real and personal property.

"4th. I give and bequeath to the heirs of my deceased daughter, Addie Jacobs, at my death one third (1/3) of all real and personal property.

"5th. I give and bequeath to my daughter, Amy Scarber, at my death one third (1/3) of all real and personal property, excepting $ 2,000.00 (Two Thousand Dollars) which she has already received which should be deducted from her share of my estate, and divided equally between the other heirs, Ida Sawyer, the heirs of Addie Jacobs, deceased."

Said will was duly admitted to probate. The widow elected not to take under the will of her deceased husband.

The claimant, in her claim against the estate, alleges the execution of the aforesaid written contract between her and her father; that, at the time of the signing of said contract, her father owned property to the value of $ 45,000; that, by the terms of said contract, there was to be charged against her the sum of $ 2,000 as an advancement; that she has performed all the obligations of the aforesaid written contract which were to be performed upon her part, and the said Isaac Fetterman failed to make a will willing to her one third of all the property he owned on the 16th day of July, 1925. She asks that her claim be allowed in the sum of $ 13,000.

The executor in one count of his answer sets up a general denial. In another count he alleges that the agreement has been breached by claimant, and that she has wholly failed to perform the obligations imposed upon her under the written agreement. In another count of his answer he alleges full performance of the written contract by the decedent. In still other counts of his answer he alleges want of consideration, failure of consideration, estoppel, and fraud by reason of fiduciary relationship existing between the claimant and her father.

The plaintiff's reply to the averments of the answer consisted of a general denial and certain admissions therein made.

At the trial, the claimant proved the execution of the aforesaid written contract, and the same was introduced in evidence. The will and the fact of its admission to probate were admitted in evidence, and the fact that the widow elected not to take under the will became a part of the record. The record fails to reveal the fact as to...

To continue reading

Request your trial
1 cases

VLEX uses login cookies to provide you with a better browsing experience. If you click on 'Accept' or continue browsing this site we consider that you accept our cookie policy. ACCEPT