Back's Guardian v. Bardo

27 S.W.2d 960, 234 Ky. 211, 1930 Ky. LEXIS 151
CourtCourt of Appeals of Kentucky (pre-1976)
DecidedMay 6, 1930
StatusPublished
Cited by19 cases

This text of 27 S.W.2d 960 (Back's Guardian v. Bardo) 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
Back's Guardian v. Bardo, 27 S.W.2d 960, 234 Ky. 211, 1930 Ky. LEXIS 151 (Ky. 1930).

Opinion

Opinion of the Court by

Judge Clay

Reversing.

Peter N. Bardo, a resident of Campbell county, died March 19, 1923, leaving a will wbicb was duly probated *212 in the Campbell county court. Omitting the immaterial portions, the will reads as follows:

“Second: I devise and bequeath to my sister, Elizabeth Pratt, the sum of one Thousand dollars ($1,000.00).
“Third: I devise and bequeath to my respective grandchildren, Mary Evelyn Wirthlin, the sum of Two thousand ($2,000.00) Dollars, to Edward Wirthlin, Jr., the sum of two thousand ($2,000.00) Dollars, to Jos. Humbrecht, Jr., the sum of One hundred dollars ($100.00) to Carl Humbrecht the sum of one hundred dollars ($100.00), to Joseph Back, Jr., the sum of Two thousand Dollars ($2,000.00), to Gertrude Back the sum of Two Thousand dollars ($2,000.00), and to Mary Frances Back the sum of two thousand ($2,000.00) Dollars, to be paid to them by my executors as they shall attain unto the age of twenty-one years respectively.
“Fourth: After the payment of the claims provided for in the first and second items, above enumerated, and suitable provision made for the payment of the respective sums designated to my grandchildren as these shall mature, I desire that all my remaining estate, real, personal and mixed shall be inventoried, appraised and divided into five (5) equal parts, one of these parts to be given to each of my living children to-wit: George Bardo, Peter N. Bardo, Jr., Thos. Bardo, Stella ¡O’Neill and Alice Lux.
“Fifth: In the event of the death of any one of the legatees herein provided for such undistributed part of my estate shall revert to my estate for the benefit of my then living heirs to be equally distributed.
“Sixth: In making the distribution of my estate my executors shall select three (3) disinterested men to appraise all my estate real, personal and mixed, and the valuation placed by them, upon the property shall be binding upon all my children and grandchildren and shall be used by my executors in making the division, but it is my will and desire that my farm of 117 acres in Cold Springs, Campbell County, Kentucky, shall be assigned to my son, Thos Bardo, as part of his share of my *213 estate. After the division is made my Executors by proper conveyance and transfers shall convey and transfer to each devisee the portion allowed to him or her, provided however that any shares to be held by them in trust, shall not be conveyed to transferred until the expiration of the time of said trust.
“Seventh: I nominate and appoint my two sons, George Bardo and Peter N. Bardo, Jr., as Executors of this Will and Testament and request that no bond be required of them either as executors or as trustees.”

The testator left surviving one son, two daughters, and numerous grandchildren, the children of deceased children.

The will, though contested by certain grandchildren, was sustained, and no appeal has ever been prosecuted from the judgment.

Shortly thereafter George J. Bardo, as executor, and in his individual capacity, together with his wife, filed two actions in the Campbell circuit court; one to sell certain real estate in which the testator had an undivided interest, and the other for the construction of the will and the guidance of the court in the distribution of the estate. In the former action the land was sold and the proceeds distributed by the master commissioner. Later on George J. Bardo, as executor, and in his individual capacity, together with his wife, filed in the action for the construction of the will an amended petition asking the partition of certain lands in which the testator and Clem R. Pennell owned undivided interests. By the amendment all the testators, heirs and devisees were again brought before the court, either by personal or constructive service. Commissioners were appointed who divided the land, reported to the court, and, no exceptions having been filed, the report was confirmed by a nunc pro tunc order. Thereafter, the commissioner appointed by the court conveyed to the testator’s estate and to Pennell, the other joint owner, the land allotted to each. Later on the court entered a judgment construing the will and holding that that portion of the estate devised and bequeathed to Peter N. Bardo, Jr., who died before testator, passed to the testator’s heirs at law per capita. It was also held that it was the duty of the appraisers to value the estate, and of the executor to make a distri *214 bution. After this decision the executor appointed three disinterested men to appraise all the property, both real and personal. This they did and filed their report. The executor then allotted all the real estate to the four surviving children, and a sufficient amount of personalty to make up their respective shares, and gave to each of the other 17 heirs personal property consisting of bonds and cash. He then filed his report of distribution and settlement with the Campbell county court, and the report was confirmed.

Some time later the heirs who received real estate contracted to sell a portion of it, and the attorney for the purchaser was doubtful of the title because of certain alleged irregularities in the proceeding, to which he referred in his report to his client. Thereupon Thomas Bardo, George J. Bardo, Stella O’Neill and Alice Lux, brought this action under the Declaratory Judgment Act asking the court to determine the following questions:

“1. Whether the devise or legacy to Peter N. Bardo, Jr., lapsed at his death under Section 5 of the last will of his father, the testator.
“2. Whether, no certified' copy of said will being filed with the petition in case No. 23337, the will being set out in full in the petition, and no certified copy of the appointment and qualification of the guardians of the children of Peter N. Bardo, deceased, having been filed, until filed with the motion to enter the nunc pro tunc order confirming the report of the commissioners on partition, made the judgment erroneous.
‘ ‘ 3. Whether the filing of the amendment to the petition asking for a partition of the land, known as the ‘Edgewood’ subdivision, between Clem R. Fennell and the estate of Peter N. Bardo, deceased, and asking authority to make a deed for Lot ‘H’ described in the petition was such a misjoinder as to make the proceedings for partition and the decree or direction to the executor to execute a deed conveying said Lot ‘H’ to defendant, Clem R. Fennell, erroneous.
“4. Whether the executor had power to divide the decedent’s estate by allotting the real estate and shares of stock to the four devisees or legatees, to-wit: Thomas Bardo, George J. Bardo, Stella O’Neill *215 and Alice Lux, and allotting to the other thirteen distributees or beneficiaries bonds and money, $2,074.54 each, or whether under the will he should have conveyed to each of the distributees a proportionate interest in the land and given to each a proportionate interest in the bonds, money and stocks.
“5.

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Cite This Page — Counsel Stack

Bluebook (online)
27 S.W.2d 960, 234 Ky. 211, 1930 Ky. LEXIS 151, Counsel Stack Legal Research, https://law.counselstack.com/opinion/backs-guardian-v-bardo-kyctapphigh-1930.