Armstrong v. Armstrong

53 Ky. 333
CourtCourt of Appeals of Kentucky
DecidedJanuary 18, 1853
StatusPublished
Cited by3 cases

This text of 53 Ky. 333 (Armstrong v. Armstrong) is published on Counsel Stack Legal Research, covering Court of Appeals of Kentucky primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Armstrong v. Armstrong, 53 Ky. 333 (Ky. Ct. App. 1853).

Opinion

Judge Simpson.

delivered the opinion of the court.

John. Armstrong made and published his last will and testament on the 85th of March, 1851. He had been twice married, and at the date of his will had seven living children — three by his first and four by his last wife. He devised to each of these seven children a specific portion of his estate, and after making some bequests to his’grand-children and to other persons, he inserted the following residuary clause in his will, viz : “ AH the rest of my estate not hereby disposed of I wish equally divided between my three children living, and my four children by my last wife, except that in addition to the bequeathments made to Amelia, Harriet, and Salty, they be paid one thousand dollars each for the purpose of procuring furniture when they may want it for house-keeping.

On the first day of May, 1851, he made a codicil to his will, and on the 5th day of the ensuing month he added another codicil to it, and departed this life on the 12th of August, 1851. On the 21st of May, 1851, in the lifetime of the testator, and before he added the last codicil to his will, Sally, his youngest child died, being at the time of her death .about five years old. Sally was one of the four children by his last marriage, and the testator’s will contains a do-vise to her of a large amount of real and personal property. The last codicil to the will, which was made after her death, makes no allusion to that event, nor to that part of his estate which the testator had devised to her.

After making the devises already mentioned, to his seven children, the testator inserted the following clause in his will, viz : ‘‘Item 12th. It is my express desire, and so I will it, that the real estate in the foregoing bequeathments be held sacred for the support and comfort of those to whom it is given, during their natural life, and that the same descend to their children [335]*335at thsir demise; but in the event of any of said children departing this life without issue, or such issue dying themselves, then that portion so willed to each person, thus departing this life, shall descend to the full brother or sisters who may survive, to he divided as nearly equal among them as may be; and in the' event of their all departing this life, then the whole estate, real and personal, is to be divided among my first wife’s children.”

The controversy in this case relates to the property devised by the testator to his daughter Sally. On the one side it is contended, that as she died in the lifetime of her father, the devise to her lapsed, and the property, having fallen back into the testator’s estate, passed under the residuary clause in his will to all his children living at the time of his death. On the other side, it is contended that the devise over takes effect notwithstanding her death in the lifetime of the testator, and that the property devised to her belongs exclusively to her full brother and sisters who survived her.

The only other parts of the will that have been relied upon to elucidate the question in issue between the parties, are the following: “Item VUh. Should any reverse of circumstances transpire or occur to lessen the bequeathmenfs made by thi3 instrument, then it is my will that each legatee suffer a diminution in the amount willed to them in proportion to the loss sustained.” “I find on a, survey that my daughter Amelia has a few hundred dollars less bequeathed to her —it is my will that her portion, in money, be made up to the amount given to my other children, as near as may be.”

The argument based upon the last mentioned provisions of the will is, that they show conclusively that the general and prevailing intention of the testator was to produce the most perfect equality among all his children, at the period of his death, and it would be inconsistent with this intention for this devise over to be sustained, and thereby exclude some of his [336]*336children from a participation in the part of Ms estate so devised.

The 13th item of the will, however, is in the follow' ing language : “Whereas, many years past I made a disposition of other portions of my estate to my children by my first wife, -which is on record in the office of the clerk of the county of Mason; and whereas, the sums advanced to my children by my first wife are principally charged to them and my sons-in-law, on my large ledger — it is my will that each of their accounts, as they thereon stand, be in full of any demand on my real and personal estate, except such sums as are in this Instrument provided for.”

It might be regarded as exceedingly doubtful, considering all these provisions in the will in connection with each other, whether the solicitude manifested by the testator, that perfect equality should exist among the legatees, was not confined to his children by his last wife, who were ail young, and none of whom had been previously advanced or otherwise provided for. This inference in regard to his intention is strengthened by the fact that the calculation he made and attached to his will, of the amount of stocks and money he had bequeathed to each of these four children, shows that the amount given to Amelia, who was one of them, was less than that which was given to either of the other three, but at the same time it was much larger than the amount he bequeathed to either of his three children by his first wife. How much the latter had previously received by way of advancement does not appear in this record, but whatever it was, it, together with what was devised to them in the will, constituted all of the testator’s estate which they were to be entitled to.

But if it be conceded that the object of the testator was to produce entire equality among his living children in the distribution of Ms estate, and to continue that equality up to the period of his death, if they all lived until that time, still it is perfectly obvious that [337]*337he did not- intend such equality to be continued, in the-event that either of the younger set of children should afterwards die without children; and, although he probably did not, when he made his will, contemplate the occurrence of such an event in his lifetime, yet if he had, the presumption is strong that he would have made the same disposition of that portion of his estate, 'which he intended for the deceased devisee, that he has actually made in Ms will.

It is apparent, from the twelfth clause in the will, that the testator intended to set apart that portion of his estate which he devised to his four younger children, exclusively for their benefit, and that, upon the death of either of them without children, the part given to such devisee should go to the survivors. Why then should his intention, thus clearly manifested, be presumed to have had reference alone to the happening of this event after his death ? He provided for it as an occurrence that was probable, and whether it happened in his lifetime or after his death, the result would be the same, if the estate of the devisee passed to the other children. The same reason that would influence liim in the one case would equally influence him in the other.

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Bluebook (online)
53 Ky. 333, Counsel Stack Legal Research, https://law.counselstack.com/opinion/armstrong-v-armstrong-kyctapp-1853.