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Case No. 23-2010

Mulhern v. Kruger

Michael Mulhern and Bonnie Mulhern as co-executors of the Cecelia J. Schimmel Estate, Plaintiffs-Appellants,

vs.

Donald Kruger (Deceased), Kerry Kruger, Patricia Kruger, Kelsey Ahrens, Kraig Druger, Donald Kruger, Kent Kruger, Joan Kruger, Kimberly Capron, Michelle Cerwinske, Amy Heimkemp, David Kruger, Verlyn Kruger, Kandi Kruger, Richard Kruger, Paul Kruger, Susan Kruger, Gary Kruger, Darol Kruger, Lawrence Degener, Larry Degener, Tuth Ann Kruger Dunlap, Richard Dunlap, Jeffrey Dunlap, Julie Heltbridel, Jill Iverson, Valparaiso University, Lutheran Hour of Saint Louis, Home for Aged Lutherans n/k/a The Lutheran Home, Inc., Bethesda Lutheran Home of Watertown WI, St. Johns Lutheran Church of Portage WI, Inc., n/k/a St. John's Evangelical Lutheran Church, and Their Unknown Spouses and Their Unknown Heirs and Assigns, Parties in Possession and Any and All Claimants in the Following described Real Estate: The North 1/2 of the SE 1/4 and the SW 1/4 of the SW 1/4 and the NW 1/4 of the SE 1/4 of section 25, and the SE 1/4 of the SE 1/4 of section 26, Township 95 North, Range 14 West of the 5th P.M. in Chickasaw County, Iowa., Defendants-Appellees.

Attorney for Appellants

Nathaniel W. Schwickerath

Attorney for Appellees Kruger Descendants

Kevin J. Kennedy (until withdrawal)

Patrick B. Dillon

Attorney for Appellee Valparaiso University

Trevor J. Hurd and Christopher F. O'Donohoe

Attorney for Appellee Lutheran Hour of Saint Louis

Tara Holterhaus and Joshua Dickinson

Attorney for Appellee The Lutheran Home Inc.

Joseph B. Wallace

Court of Appeals

Court of Appeals Opinion

Opinion Number:
23-2010
Date Published:
May 07, 2025
Summary

            Appeal from the Iowa District Court for Chickasaw County, Richard Stochl (unjust-enrichment counterclaims) and John J. Sullivan (quiet-title action), Judges.  AFFIRMED.  Considered without oral argument by Schumacher, P.J., and Buller and Langholz, JJ.  Opinion by Langholz, J.  (14 pages)

            Michael and Bonnie Mulhern, executors of the estate of Cecelia Schimmel, appeal the district court’s grants of summary judgment (1) dismissing their quiet-title action under Iowa’s marketable-record-title statute for farmland that Schimmel originally inherited under the Kruger will and (2) ordering them to pay a portion of the crop-share rents received after Schimmel’s death on the Kruger-will remainder beneficiaries’ counterclaims for unjust enrichment.  OPINION HOLDS: The district court properly granted summary judgment on the estate’s quiet-title claim.  Schimmel inherited only a life estate under the Kruger will.  And the clerk’s certificate of change of title—which did not note that Schimmel’s interest was only a life estate—is not “a conveyance or other title transaction” under the marketable-record-title statute.  So the remainder beneficiaries’ interest in the farmland is not extinguished by that statute.  And because the estate did not preserve its challenges to the court’s method of apportioning the rents between the estate and the remainder beneficiaries for the year Schimmel died, we cannot consider the merits of that ruling on the beneficiaries’ unjust-enrichment counterclaim.

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