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Case No. 21-0556

Richard Grout as Trustee of the Helen Schardein 2018 Revocable Trust
v.
Dan R. Sickels

Respondent appealed from a district court ruling finding his joint tenancy in certain real estate was severed by the other joint tenant’s issuance of a warranty deed transferring her interest in the property to a revocable trust. The court of appeals affirmed. Respondent seeks further review.

County:
Ringgold

Resister

Richard Grout as Trustee of the Helen Schardein 2018 Revocable Trust

Applicant

Dan R. Sickels

Attorney for the Resister

Douglas D. Daggett

Attorney for the Applicant

David J. Hellstern

Supreme Court

Oral Argument Schedule

15-15-5

Dec 14, 2022 9:00 AM

Briefs

Supreme Court Opinion

Opinion Number:
21-0556
Date Published:
Jan 27, 2023
Date Amended:
Feb 02, 2023

Court of Appeals

Court of Appeals Opinion

Opinion Number:
21-0556
Date Published:
Mar 02, 2022
Summary

            Appeal from the Iowa District Court for Ringgold County, Michael Jacobsen, Judge.  AFFIRMED.  Heard by May, P.J., and Schumacher and Badding, JJ.  Opinion by Badding, J.  (15 pages)

            Dan Sickels appeals a district court ruling granting a petition for partition of real property by sale and the court’s award of the net proceeds.  Sickels argues the court erred in determining his interest in the property as a joint tenant with full rights of survivorship was divested and not awarding him one-half of the proceeds from the sale.  OPINION HOLDS: Finding no error in the court’s determination that the joint tenancy was severed or in its award of the net proceeds, we affirm. 

Other Information

Date Further Review is Granted:
May 31, 2022
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