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Legal Opinion

In Re Estate of Kiel

Supreme Court of Iowa

Decided November 14, 1984No. 83-571PublishedCited by 24 opinions

1Opinion of the Court

HARRIS, Justice.

The question is whether a bequest of “the first $24,000 of my estate” was satisfied by certificates of deposit held in joint tenancy by decedent and a devisee. The trial court held it was. We disagree.

Plaintiff Hubert and defendant Lois are brother and sister. Except for a $24,000 bequest to Lois, they share equally under the will of their mother, Blanche. Because of $24,000 previously given to Hubert, Blanche’s will provided:

It is my will that my daughter, Lois Schuchmann, shall receive the first $24,-000 of my estate and the balance, if any, shall be divided equally between…

2Cases cited18 opinions

  1. In Re Estate of SyversonSupreme Court of Iowa · 1948
  2. Russell v. JohnstonSupreme Court of Iowa · 1982
  3. Anderson v. AndersonSupreme Court of Iowa · 1938
  4. In Re Estate of LepleySupreme Court of Iowa · 1945
  5. In Re the Estate of RoehlkeSupreme Court of Iowa · 1975

13 more not listed; retrieve them via the Exa API.

3Cited by24 opinions

  1. Lawrence J. Rogers Trust v. RogersSupreme Court of Iowa · 1991
  2. Weigel v. WeigelSupreme Court of Iowa · 1991
  3. In Re the Marriage of UdelhofenSupreme Court of Iowa · 1989
  4. Matter of Estate of AndersonSupreme Court of Iowa · 1984
  5. In Re Estate of RutterSupreme Court of Iowa · 2001

19 more not listed; retrieve them via the Exa API.

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