Renner v. Hanna
Renner v. Hanna
Opinion of the Court
Appellant was plaintiff and contestant of a probated will in the trial court. The trial resulted in a verdict and a judgment sustaining the will. Appellant describes the action as one to contest a will; and this is evidently the proper, theory of the complaint.
The plaintiff alleged all the statutory grounds for contesting the will, using the language of the statute for such purpose; and in addition thereto alleged that said will purported to dispose of all the testator’s property; that it purported to devise certain real estate to Sarah C. Hanna. The language of the. will in this respect is:
“It is my will that my daughter, Sarah C. Hanna, take no part of my estate, she having been fully provided for by deed to certain lands, of date of May 2nd, 1908, which was reckoned at the purchase price in consideration of her agreement to aid in caring for me and my wife, Harriet Haase, in our old age, and she having paid me for subsequent improvements on said land, and said deed is her share of my estate in full.”
The same allegation is made as to a devise of real estate to Lewis Haase, the provision in the will as to this being as follows:
“It is my will that my son, Lewis Haase, take no part of my estate, he having been fully provided for by deed to certain lands of date of May 2nd, 1908, which was reckoned at the purchase price, and he having paid for subsequent improvements on said land, said deed is his share in full.”
Treating this complaint as one to contest a will, the rules bearing upon such motion to strike out are as follows: The will is not the foundation of the action. A copy of the will filed with the. complaint as a part thereof did not become a part of the complaint. Schmidt v. Bomersbach (1878), 64 Ind. 53. Summers v. Copeland (1890), 125 Ind. 466, 25 N. E. 555. By the same rule deeds referred to in the will and set out as exhibits in the complaint are not parts of the complaint, and it
Counsel for appellant cite Wheeler v. Loesch (1912), 51 Ind. App. 262, 99 N. E. 502, in favor of their position. In that case the court was dealing with deeds which were delivered in escrow during the testator’s life. The title had vested in the grantees, and the lands described were not a part of testator’s estate at his death. “The deeds were valid, as such, and were not a part of the will, though mentionéd in it,” and therefore the Appellate Court held that it was proper to strike from the complaint the reference to the deeds. The statement in the foregoing decision that it is error to strike out deeds which did not pass title prior to testator’s death, and which were part of the testamentary disposition of the property, is not controlling in view of the facts involved.
Counsel assert that the deeds are ineffective, as such, and derive force only by virtue of being incorporated into the will by the language of the will itself, and are testamentary in character and a part of the will, and are thus subject to contest with the other parts of the will.
It does not follow, however, that, because reference to the deeds is necessary, as measuring the “rest and residue” of the estate, the deeds were so far a part of the will that they must be recorded in the clerk’s office as a part of the will. The will, if sustained, is complete in itself in that it identifies the deeds referred to. The deeds, whether recorded or not, when produced in any proceeding in connection with the will show the property to be subtracted from the estate in ascertaining the “rest and residue”.
There being no error in sustaining the motion to strike out part of. the complaint, the judgment of the trial court is affirmed.
Note.—Reported in 114 N. E. 976. See under (1) 31 Cyc 637.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.