Atkinson v. Kern

276 S.W. 977, 210 Ky. 824, 1925 Ky. LEXIS 789
CourtCourt of Appeals of Kentucky (pre-1976)
DecidedOctober 30, 1925
StatusPublished
Cited by34 cases

This text of 276 S.W. 977 (Atkinson v. Kern) is published on Counsel Stack Legal Research, covering Court of Appeals of Kentucky (pre-1976) primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Atkinson v. Kern, 276 S.W. 977, 210 Ky. 824, 1925 Ky. LEXIS 789 (Ky. 1925).

Opinion

Opinion of the Court by

Judge Thomas

Affirming.

The appellant and plaintiff below, Mary Lou Atkinson, is- the maiden daughter of John. M. Atkinson, deceased, who died testate while a resident and citizen of Bath, county in 1880, survived by two children, the plaintiff, and a son, John W. Atkinson, the latter of whom died in 1885 survived by two -children, the appellees, T. Hughes Atkinson and Lucy M. Atkinson. The third clause of John M. Atkinson’s will says: “I will to my son, John, and my daughter, Mary Lou, all the rest of my estate of every description, to their own separate'use and *825 benefit. If my daughter should marry and die without heirs then her portion of my estate is to go to her brother. I am security for my son for ■ — • dollars; if he should fail to pay any part of it, whatever he fails tó pay is to be paid out of his portion of my estate.” The seventh clause appoints commissioners to lay off dower to his widow, and divide the land which he devised between his children, and then says: “I appoint my son, John W. Atkinson, trustee for my daughter, Mary Lou, to sell and rent her property. If she should want to sell her land the amt. is to be reinvested in real estate in her name before the title to the land I leave her shall be good.”

The excerpts from the will are the only applicable portions of it bearing upon the sole question in this case, which is: What character of estate did the testator’s-daughter, the plaintiff, take in his property, i. e., whether an absolute one after his death survived by her, or a defeasible fee subject to be defeated by her death at any time without leaving issue surviving her, which the testator manifestly meant by the use of the words “without heirs” in the sentence of clause three of his will saying, “If my daughter shall marry and die without heirs, then her portion of my estate is to go to her brother?” It was the contention of plaintiff that, having survived her father under whose will she obtained title, the event of' her death “without heirs,” as used in the will, should be-referable to such death before that of her father, and having survived him she took under his will an absolute-fee, and slie relies in support of her contention upon the case of Rue v. Lisle, 200 Ky. 520, and others referred to-therein and to be hereafter noticed; while it was the contention of defendants that the limiting words in the will referred to plaintiff’s death at any time without heirs or children, and that the estate she took under it was and is. a defeasible fee, subject to be defeated by her death -at-any time without children or issue surviving her, and they rely in support of that contention upon the cases of Linton v. Lail, 201 Ky. 698, and Kimbell v. Palmer, 202 Ky. 676, and others cited therein, which latter will also be referred to during the course of this opinion. The court in. its judgment adopted the contention of defendants and followed the Linton and -other cases relied on by them and adjudged that plaintiff took a defeasible fee' in the land devised her by her father’s will, and complaining of that judgment she prosecutes this appeal.

*826 At common law the limitation words of “dying without heirs,” or “without 'children,” or “without issue,” or words of like import as applied to the estate created by the conveying instrument, had reference to an indefinite failure of issue, heirs, children, &o., and in effect, created an estate tail. To circumvent that construction placed upon such limitations by the English courts, an act of Parliament was passed in 1837 providing, in substance, that such limitation should be construed as importing a failure of issue in the lifetime or at the death of the devisee or vendee. In 1796, four years after the admission of Kentucky into the Union, our legislature enacted our present statute converting common law estates tail into fee simple titles; -but notwithstanding that statute there was some confusion as to wheher under it the limiting words “dying without heirs,” etc., had the-effect to create an estate tail which the statute would •convert into a fee simple. In 1851 (2 Stanton’s Revised Statutes, page 227) our legislature enacted section 2344 of our present statutes, saying: “Unless a different-purpose be plainly expressed in the instrument, every limitation in deed or will contingent upon a person dying ‘without heirs,’ or ‘without children,’ or ‘issue,’ or other words of like import^ shall be construed as a limitation to take effect when such person shall die, unless the object on which the contingency is made to depend is then living, or, if a child of his body, such child shall be born within ten months next thereafter.” Notwithstanding that statute, this court, following some prior cases and apparently overlooking the -statute, rendered some opinions in-direct conflict with its provisions; wdiile there were others rendered following such provisions, until finally the case of Harvey v. Bell, 118 Ky. 512, reached this court. In the exhaustive and painstaking opinion rendered in that case the leading prior ones were referred to and discussed. Where possible they were reconciled with the provisions of section 2344, but where it was impossible to do so, such conflicting opinions were discarded; and in that opinion four rules were laid down for the future application of such limiting language under the facts stated in each of them. Those four rules as formulated in the Linton case were:

“1. Where an estate is devised to one for life, with remainder to another, and it is further provided if the remainderman die without children or *827 issue, then to another, the rule is that the words ‘dying without children or issue’ are restricted to the death of the remainderman before the termination of the particular estate.
“2. Where property is devised to one or more infants, to be held by trustees or guardians until they are of age, and then turned over to them or divided between them, with the provision that if any of them die without issue it shall go to the survivor or survivors, or if all die to a third person, the limitation as to ‘ dying without issue ’ is to be limited to a death in infancy before the period of distribution.
“3. Where by the instrument there is a devise-to a class, and the period of division is postponed, even where the devisees are not infants, the rule is that the limitation as to dying without issue has reference to a death without issue before the period of division fixed.'
“4. On the contrary, where there is no intervening estate, and no other period to which the words ‘dying without issue’-can be reasonably said to have reference, they are held, in the absence of something in the will showing a contrary purpose, to create a defeasible fee, which may be defeated by the death of the devisee'at any time without issue surviving him. ’ ’

Despite the clarity of them, some following opinions of this court applied the first three to the identical state of facts stated in number 4 and which are presented in this case, i. e.,

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Bluebook (online)
276 S.W. 977, 210 Ky. 824, 1925 Ky. LEXIS 789, Counsel Stack Legal Research, https://law.counselstack.com/opinion/atkinson-v-kern-kyctapphigh-1925.