In re Estate of Carroll Irving Sampson

838 N.W.2d 663 (Iowa 2013) · Supreme Court of Iowa · October 25, 2013 · No. No. 12-1340

Summary

The Iowa Supreme Court held that a petition seeking to redistribute estate property based on an alleged error in the original distribution was governed by Iowa Code section 633.488, not section 633.489. Because the petition was filed more than five years after the estate’s final order, the claims were time-barred. The court vacated the court of appeals’ decision, reversed the district court, and remanded the case.

Holdings

  1. A petition seeking to redistribute property among distributees based on an alleged error in the original distribution is an effort to reopen settlement governed by Iowa Code section 633.488, not an effort to reopen administration under section 633.489.
  2. The phrase "other proper cause" must be interpreted in light of the specific grounds listed in section 633.489 and does not permit reopening a prior distribution merely because the petitioner alleges error or lack of notice.

Questions Presented

  1. Whether a petition seeking to redistribute property that was previously distributed in a final estate settlement is governed by Iowa Code section 633.488's five-year time limit or by section 633.489's provision permitting reopening for other proper cause without an express time limit.
  2. Whether the general phrase "other proper cause" in section 633.489 permits reopening an estate to challenge a prior distribution based on lack of notice.

Disposition

reversed_and_remanded

Cases Cited (18)

  • In re Estate of Roethler, 801 N.W.2d 833, 837, 840 (Iowa 2011)(followed)
  • State v. Tague, 676 N.W.2d 197, 201 (Iowa 2004)(followed)
  • In re Estate of Foster, 483 N.W.2d 327, 329 (Iowa 1992)(followed)
  • Patten v. Patrick, 276 N.W.2d 390, 397 (Iowa 1979)(followed)
  • In re Estate of DeVries, 203 N.W.2d 308, 310 (Iowa 1972)(followed)
  • Ritz v. Selma United Methodist Church, 467 N.W.2d 266, 270 (Iowa 1991)(followed)
  • In re Estate of Lynch, 491 N.W.2d 157, 158-61 (Iowa 1992)(limited)
  • In re Estate of Warrington, 686 N.W.2d 198, 200, 204-05 (Iowa 2004)(followed)
  • In re Estate of Witzke, 359 N.W.2d 183, 185 (Iowa 1984)(followed)
  • Iowa Comprehensive Petroleum Underground Storage Tank Fund Board v. Shell Oil Co., 606 N.W.2d 376, 380 (Iowa 2000)(followed)

Showing top 10 of 18.

Cited In (0)

No citing cases on record yet.

Court Document

Open PDF
Loading document…