Cox v. Cox
Cox v. Cox
Opinion of the Court
Plaintiff was a widow, about 50 years of age, when she married deceased, in 1905. For some time prior to her said marriage, she had been engaged as a housekeeper for others. .She w-as first married when about 21 years of age. Her first husband died about 1898 or 1899. She had two children by the former husband, but none by Mr. Cox. Deceased married his first wife about 1880, and she died in 1903. At the time of his death, about July 2, 1914, he was 64 years of age. Mr. Cox had four children by his first wife, three of them these defendants, and a daughter, who died some years before. At the time plaintiff married deceased, she had a small amount of property, and at that time, and at his death, the estate of deceased amounted to $S0,000 Or more, in addition to a residence property in Adair, worth about $4,000, which was oc
It is alleged by the defendants, but denied by plaintiff, that there was an antenuptial contract between plaintiff and deceased, which was not then reduced to writing. There is a conflict in the testimony as to whether there was such a contract. Defendants contend that there was, and that by it, it was agreed that, if the marriage occurred, the said George W. Cox would leave to plaintiff by will the sum of $6,000, in lieu of her dower and other rights. Plaintiff denies that there was such a contract. We think it cannot be well claimed that the written cdntract herein referred ta is sufficiently specific to make the alleged parol antenuptial contract enforcible; yet, if there was such an agreement, though not enforcible as an antenuptial contract, the evi dence in regard to it has a bearing on the issues in the case.
Deceased executed a will, February 22, 1906, the second paragraph of which is as follows:
*938 “I give, devise and bequeath to my beloved wife, Cora A. Cox, the sum of six thousand (6,000) dollars in cash, same to be paid in lieu of her dower, homestead or any other rights of inheritance she may legally be entitled to ont of my property. At my death, should she survive me, same to be paid within one year after my death out of my estate.”
By the third paragraph of the will, he gives to his three sons the remainder of his property, and nominates his son George L. Cox, executor. After the signature of George W. Cox to said will, and before the attestation clause by the witnesses to the will, the following appears:
“State of Iowá, Adair County — ss.
“I, Cora A. Cox, wife of the said George W. Cox, being fully acquainted with the terms of his last will and testament and the full value of his property, both real, personal and mixed, and as a consideration and inducement for such cash bequest to be paid to me first, do hereby fully accept the terms of said will in lieu of my dower, homestead or other legal or inheritable rights in and to his said property after his death, and fully waive same and hereby constitute this my legal election.
“Witness my hand this 22d day of February, 1906.
“Cora A. Cox.
“Witnesses:
“M. C. Furst,
“W. H. Crooks.”
Then follows the attestation clause, signed by the same witnesses. This will was admitted to probate in Adair County, September S, 1914, and George L. Cox qualified' as executor. Plaintiff says that she did not say much about the will, because she had made up her mind to be satisfied with it; but afterwards said she thought she ought to have more than the $6,000 given her by the will.
Thereafter, and on September 12, 1914, a written con
“Cora A. Cox. •
Agreement with George L. Cox, Ex’r. et al.
Tillie Hoadley, Recorder.
Filed for record September 14th, A. D. 1914, at 8:00 o’clock A. M.
Recording fee, $1.50.
“Articles of Agreement entered into this 12th day of September, 1914, wherein Cora A. Cox, of the county of Adair and state of Iowa, widow of George W. Cox, deceased, late of Adair County, Iowa, is party of the first part, and George L. Cox, executor of the estate of George W. Cox, deceased, late of Adair County, Iowa, and George L. Cox, individually, of the county of Adair and state of Iowa, and Paul I. F. Cox, of the county of Guthrie and state of Iowa, and Charles E. Cox, of the county of Adair and state of Iowa, and Lena Cox, wife of George L. Cox, and Anna Cox, wife of Paul I. F. Cox, are all parties of the second part, witnesseth:
“In consideration of the sum of seven thousand dollars ($7,000.00) this day in hand paid to me by second parties in the following manner, to wit:
“The cancellation and delivery to me of my promissory note, given by me to my deceased husband, George W. Cox, dated February 1, 1912, for $272.60, drawing interest at the rate of 6 per cent per annum from date until maturity and then 8 per cent interest per annum from maturity, said note being given for thirty days and now amounting to •$332.30 and the sum of $1,667.70 in cash in my hand now paid, the receipt for- which is hereby acknowledged, and the joint promissory note of George L. Cox, Paul I. F. Cox and Charles E. Cox, second parties herein, for the sum of $3,000.00 due in one year, drawing interest at the rate of 6 per cent per annum and the use rent free of the residence*940 property now occupied by me, being Lots Two (2) and Three (3) in Block Seven (7) in C. B. I. and P. B. B. Co.’s Original Town of Adair, Adair County, Iowa, until -March 1, 1916, horse harness and buggy and furniture; I, Cora A. Cox, being the widow of George W. Cox, deceased, late of Adair County, Iowa, and unmarried and first party herein do hereby and by these presents elect and adopt the last will and testament of the said George W. Cox, deceased, late of Adair County, Iowa, which was duly admitted to probate on the 9th day of September, 1914,, in the district court of the state of Iowa, in and for Adair County, same being in open court on the first day of September, 1914, term thereof,, and accept and adopt and confirm the same and all terms therein in lieu and instead of my dower and homestead rights and thirds and any and all right, title or interest I now have or may have had as the widow of said George W. Cox, deceased, late of Adair County, Iowa, were it not for said will, or had not same have been made and executed by the said George W. Cox, deceased, late of Adair County, Iowa, and in consideration of the above payments I fully, firmly and forever, and without power of revocation, elect to take under said will which gives me the sum of six thousand dollars ($6,000.00) in lieu of my thirds dower and homestead rights and the execution of said note for the sum of $5,000.00 as aforesaid to me by the said George L. Cox and Paul I. F. Cox, and Charles E. Cox, which I herein acknowledge has this day been done, and the rent free, to March 1, 1916, as above specified, and the payment to me of the sum of $1,-667.70, which I hereby acknowledge has been made, is a full and complete payment to me of the six thousand dollars ($6,000.00) bequeathed and devised to me under said will and the overplus is received by me as a compromise and settlement of all my right, title and interest in and to the real, personal, and mixed estate of the said George W. Cox. deceased, late of Adair County, Iowa, who is my deceased*941 husband, and while said will did not give me a third of said estate, the same was the result of an antenuptial agreement between myself and the said George W. Cox, deceased, and the terms of same were very satisfactory to me, and the same was made, published and declared on the 22d day of February, 1906, by the said George W. Cox, to be. his last will and testament and I was fully acquainted with the terms and conditions of same, and the bequest and devise therein made to mé of the sum of $6,000.00 in lieu of my dower, homestead and thirds, and I hereby firmly ratify and confirm same, and elect to take, under same, in lieu of Said dower, homestead or third and fully adopt same and hereby release all right, title and interest of any kind or character I now have in and to any and all real or personal property of any kind or character belonging to the estate of said Georgé W. Cox, deceased, late of Adair County, Iowa, of which his son, George L.'Cox, herein named as executor, and fully acknowledge the payment to me by said cash, note and rent, all and any sums that are due me as heir at law, widow, legatee or devisee of said estate, or the said George W. Cox, deceased, and in consideration of which payments herein acknowledged to have been made, I fully elect to take under said will as aforesaid in lieu of my dower homestead and third rights, and I hereby release said estate and the heirs at law and the executor and the legatees or devisees therein from any and all obligations, either in law, equity or probate and accept the above as a full and complete payment and discharge of any and all rights, interests or obligations due me or to become due to me, or which have been vested in me and as a complete settlement of all my right, title and interest to said estate, and I fully waive any and all notices that the law requires to be served upon me by the heirs, legatees or devisees of said will and estate to compel me to elect as by law provided, and I hereby fully demise and quitclaim all my right, title and interest in and*942 to all real estate of which the said George W. Cox died seized, wherever situated, whether in the United States, or Canada, and second parties herein agree to all the terms of this contract, and have fully performed same by the cancellation of said note and the execution and delivery to first party' of the $5,000.00 promissory note and the payment to her of the said $1,667.70 and the giving to-her rent free the premises above described until March 1, 1916, which payments have been accepted by first party as a full and complete settlement under the will of said George W. Cox, deceased, first party having elected to take,'under same, and the heirs, legatees and devisees and the estate of said George W. Cox, deceased, is hereby released of all claims and demands of any kind- or character on the part of said Cora A. Cox, first party and widow of decedent, George W. Cox.
“Witness our hands this 12th day of September, A. D. 1914.
“Cora A. Cox, George L. Cox, executor of estate of George W. Cox, George L. Cox, Paul I. F. Cox, Chas. E. Cox, Lena Cox, Anna Cox, Cora A. Cox.
“State, of Iowa, Adair County — ss.
“Be it remembered, that on this 12th day of September, 1914, before me the undersigned, .a notary public in and for Adair County, Iowa, personally appeared George L. Cox, as executor of the estate of George W. Cox, deceased, late of Adair County, Iowa, George L. Cox, and Lena Cox, his wife, Paul I. F. Cox, and Anna Cox, his wife, and Charles E. Cox, single, and Cora A. Cox, widow of George W. Cox, deceased, single, to me known to be the identical persons whose names are signed to the foregoing contract and each of them acknowledged the signing and execution of same to be, their voluntary act and deed.
*943 “Witness my hand and 'notarial seal this 12th day of September, 1914.
“W. H. Crooks,
Notary Public in and for
“(Notarial seal.) Adair County, Iowa.”
On April 5, 1915, plaintiff filed with the clerk a paper, which was endorsed, “Filed April 5, 1915. G. F. Roark, Clerk.” The paper just referred to follows :
“In the District Court of Iowa in and for Adair County. In the matter of the estate of George W. Cox, deceased. Election of Survivor.
“Comes now Cora A. Cox, widow of George W. Cox, deceased, and hereby gives notice that' she refuses to consent to the provisions of the last will and testament of the said George W. Cox, deceased, and elects to take her distributive share under the statute, and she hereby directs the clerk of said court to enter this election on the proper record.
“Signed this 3d day of April, A. D. 1915.
“Cora A. Cox,
“Widow of said George W. Cox, deceased.”
Appellant has assigned two errors, and) the points argued are based upon such assignments of error, and they are: First, that the court erred in not holding that the contract in question was obtained by fraud, and therefore invalid; second) that the court erred in ■ not holding that the plaintiff executed this contract in ignorance of her rights in the estate of her deceased husband, and that the contract was procured by inequitable means, and therefore'invalid. Counsel for appellant concede that, if she has established neither one of these points, she can get no relief, but contend that, if she establishes either, she may receive the relief asked. Counsel for appellant concede that the pivotal point in the case is under the second assignment of error, and that this is, as stated by the trial court, as
We said, in Curtis v. Armagast, 158 Iowa 507, and Dawson v. National Life Ins. Co., 176 Iowa 362, that the relationship of principal and agent, attorney and client, parent and child, guardian and ward, is frequently mentioned as illusti*ative examples creating a fiduciary or' confidential relation by which a presumption is raised, but that-such relations may exist under other circumstances. In the instant case, plaintiff and defendant George L. Cox were on friendly terms, but there is little, if any, evidence that he ever transacted business for her. It is doubtful whether, under the record in this case, there were such confidential relations between plaintiff and defendant George L. Cox as to raise a presumption against the defendants. However this may be, all the parties testified fully in regard to all matters in controversy, and, from the entire record, we agree with the conclusion of the trial court that there was no fraud practiced upon the plaintiff, as alleged.
2. Appellant’s contention on the question of fraud, briefly stated, is that defendant George L. Cox and defendant’s attorney, Gwin, stated to plaintiff that her xdghts in her husband’s estate were cut off by her acceptance of the will. Both these parties deny that they so stated to her. Plaintiff testifies that defendant George L. told her that
“Q. Did you tell her, in any of your conversations, that there was a case between Adair and Anita somewhere just like that, and the woman could not get anything? A. I did not tell her that in that way. I think I mentioned the McDermott case. I told her that I had heard that there was a McDermott case at Anita, that I had heard was similar to this, and if she wanted to get a line on this case, she could go and see them. I never advised her anything about what happened about that case, because I never looked it up. and I don’t know anything about it, only as somebody accidentally told me, and I don’t know who told me.”
He says further: “It was the first part of August that I called her attention to this will that had been contested down near Anita. She wanted a little more money, and I told her she might look it up. I never advised her anything about it. I don’t know that I told her that the will had been sustained. She was well acquainted around Anita. She told me she had been advised, and I thought perhaps she would want to look into the matter. I don’t know whether it had been sustained or not. There was such a will down there I had heard about. I don’t know whether I called her attention to this Anita will in connection with some question about my father’s will, because she was wanting more money, and she said she was not going to sue or cause us any trouble. I don’t remember just how it came up. I wanted her to be satisfied.”
Appellant’s contention at this point is that the reason for this defendant’s calling plaintiff’s attention to the Anita
Plaintiff is a woman of fair intelligence and education, and has had some experience in business affairs. She has been twice married and twice widowed. The record does not show the amount of the estate left by her first husband, if any; but it is shown that, when she married Mr. Cox, she owned a small amount of property in her own right. It is difficult to understand how an intelligent woman, who had been married 20 or 25 years, or more, would not know, in a general way at least, the legal rights of a widow in the estate of her deceased husband'. The record shows that, on the day the contract was executed, plaintiff was somewhat indisposed, from the effects of a recent sickness; but we are convinced that she knew the object and purpose of the contract, and was reasonably informed, by the reading of the same to her, of its contents. It is clear.that, when the will was executed, about a year after her marriage to deceased, she knew the contents of the will, and especially its provisions for her, and it is equally clear that she was then satisfied with its terms. Doubtless this does not bind her, but it has a bearing on the other transactions involved in the case. At the time the will was executed, plaintiff was called in, for the purpose of securing her acceptance of its provisions, doubtless with the idea that such acceptance would take the placq of a written antenuptial contract. While the contract is lengthy, and there is some repetition of the matters contained therein, it is difficult to understand how anyone could have heard the contract read and not have understood that its object and purpose were to fully settle and adjust all rights and interests of plaintiff in the estate of her deceased husband. Some of the matters in the contract
We understand counsel for both sides to concede the rule to be, as stated by the trial court, under authorities cited by appellant and by the court, that, if plaintiff did not understand her rights, and the other parties did, and took advantage of her ignorance, she is entitled to relief (citing Pomeroy on Equity Jurisprudence, Sections 847 and <849). The question of fact is whether plaintiff did or did not understand her rights in the premises, and whether she believed she was bound by the terms of her husband’s will. As already stated, and as conceded by counsel, the question presented is largely one of fact.
We shall refer as briefly as may be to the testimony of both sides bearing upon this point. Perhaps Ave should refer again briefly to the contract itself. It is therein stated
Plaintiff testifies, substantially, that Mr. Gwin came to her house, about two weeks after her husband’s death, and stated to her that he had been her husband’s attorney from a short time after she was married up to the time of her husband’s death; that there was nothing said in that talk about the will of the deceased, which had been opened and read; that he talked about deceased, and said that he and deceased had been fast friends; and that he seemed to sympathize very deeply with plaintiff. Counsel for appellant do not claim that there was any impropriety in this, or that Mr. Gwin had any ulterior motive in this visit, but that what was said by Mr. Gwin tended to create in plaintiff’s mind a feeling of confidence in him. Plaintiff testifies further that Mr. Gwin came there again in a couple of weeks, and that she talked with him about the will and about the affairs of the estate. She says she knew at that time that he had been employed by the defendants and was representing them; that he told her that she had signed the will and taken her rights away; that he said this in connection with her saying that she wanted to stay in the house; and that he said in reply that she had signed the will, and that fact cut her rights off, or had. taken her rights away. She testifies further:
“Subsequent to that time, and prior to the time this contract was signed, I had a talk with George Cox about the will. That was just a few days before the signing of the contract. The talk was in connection with my request that I be given something more than the $6,000, and he said that*950 a will like that could not be broken, because it had been tried down between Adair and Anita. He said there hail been such a will made by someone between Adair and Anita, which had been tried out in the courts and had been held good, and in connection with that, he said that 1 had cut oil' my rights by signing this will. My relations with George from the time of his father’s death up to this time had been friendly. He had been living about four blocks from me, and he came over to see me quite frequently, to make inquiries how I was getting along, and inquired if there was anything he could do for me, and he showed an interest in me, and treated me as a son would naturally treat a mother. 1 asked him one time if he would stand by me, and he said, ‘Yes, ma, I will.’ George had an automobile, and during this period after my husband’s death, he took me out for an automobile ride occasionally.”
Appellant also contends that the testimony of George Cox tends to corroborate the plaintiff. This has been already set out. She says further that, up to the time of the signing of the contract, she does not think anyone told her that she was entitled to a one-third interest in the estate of her deceased husband, and that she did not at that time know that she was entitled to that, and says that she did not know what her rights were until she talked with Mr. Lynch, a week or two before this suit was brought; and she testifies that George brought down a book that looked like the Towa Code, but she does not say that he read anything to her out of the book that in any way misled her as to her rights in her husband’s estate. She says, also, that George brought her a paper to pay $1,000 more than the $6,000 in the will, and figured something as to the interest the same would draw. A daughter of plaintiff’s says she heard George read from a book that looks like the Code, but she does not undertake to tell what he read. Tf he read anything from the Code, there is- no presumption that he read it incorrectly, and if it was with reference to
On the other hand, the testimony for defendants is, briefly, this: Witness Grimes says that Mrs. Cox told him some people had said that she could get one third of the estate, but that she was satisfied with the will.
Mrs. Clark testifies that, before the execution of the contract, and on August 9, 1911, plaintiff said:
“I know I can get my third, but would rather not have trouble with the boys; said the house was too much to keep up on $6,000. If there is any trouble, the boys will have to start it.”
Mr. Gwin denies telling plaintiff that she was bound by the will, or by her statement attached to the will; says she told him she could get the third, and that then he said to her she could stand by her agreement with her husband.
Defendant George L. Cox testified that, up until about the first of August, it seemed plaintiff was satisfied with what was in the will, and then she said to him that she ought to have a little bit more money; that he asked her if she wasn’t satisfied without more money, and she said she was, and was not going to cause-any trouble, but she thought the boys ought to give her a little more money; said she did not want to live in the home, because it was too far from church and too large a house; that he asked her how much she thought she ought to have, and she said she
“She told me that she could get her one third, and she said, ‘Your own lawyer would not advise me that I could not break the will.’ I think that conversation was right around the first of August. I went over to see her, along the latter part of August or the first of September. I had several conversations during the month of August, and she always- wanted me to hurry and get this drew up, and get i t in black and white. About the last of August, she told me that she had seen Mr. Furst, and he advised her that, if she did not make a kick before the will was probated, and get a settlement, she would forever have to hold her peace. We had this agreement made, and I told her, as quick as I was appointed executor by the court, we would put it in type, and I did.”
He testifies further as-to what she should have, as stated in the contract, and further, that defendants were to take her New Mexico land off her hands, as she needed the money. He testifies further:
“I never advised her whether she could break the will or not. She always told me she had been advised she could break it.”
He denies taking any book down to the house, or that he ever read anything from it. He says that, after the arrangement was agreed upon and the contract drawn, he
Charles Cox testified that plaintiff said Charlie Bancroft told her she could break the will, but she was not going to do it.
McDaniels testifies that plaintiff said to him that she had been advised she could break the will.
Frank (’ox testified that plaintiff said to him:
“ ‘I have been advised that I can break the will, but I do not want to; I helped plan the will.’ She had been advised by several people she could break the will.”
The trial court found that, conceding equal credibility of the witnesses, there could be no question but that the preponderance of the evidence is to the effect that plaintiff, prior to and at the time, was advised that she could not be held to the provisions of the will in her behalf. It is thought by appellant that the trial court simply counted the witnesses, in determining where the preponderance was. The trial court had the advantage of seeing the witnesses. But, taking the record all together, we are satisfied with the findings of the trial court. We agree with the conclusions of the trial court, as stated by it, that plaintiff was pleased with the settlement, from the timé it was made up to the
We. agree, too, with the trial court’s suggestion that he would have been better satisfied if plaintiff had been left a larger amount-from her husband’s estate; but she had a right to contract and fix the amount, and if there was no fraud, and she understood her rights, she is bound thereby. It is true she was the wife of deceased, and entitled to all the rights the law gives her as his widow; yet, in fixing the amount she was willing to take, she and her husband doubtless took into consideration the fact that she had not helped to accumulate any of the property. Clearly, there is equity in favor of the children by the first marriage, who helped make the property left by deceased.
Some other questions are argued; but they seem to be not in the case, or necessary to á determination of the points relied upon by appellant.
It is our conclusion that no fraud appears, and that the contract was entered into by plaintiff understandingly, and that she is bound thereby. It follows, then, that the decree of the district court ought to be, and it is, — Affirmed.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.