Bacon v. Dickinson

250 S.W. 807, 199 Ky. 121, 1923 Ky. LEXIS 774
CourtCourt of Appeals of Kentucky
DecidedMay 8, 1923
StatusPublished
Cited by3 cases

This text of 250 S.W. 807 (Bacon v. Dickinson) 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
Bacon v. Dickinson, 250 S.W. 807, 199 Ky. 121, 1923 Ky. LEXIS 774 (Ky. Ct. App. 1923).

Opinion

.Opinion of the Court by

Chief Justice 'Sampson—

Reversing.

This is a proceeding under the declaratory judgment law of 1922, by Phillip Gr. Dickinson against Maryetta D. Bacon and others, children and heirs of Dr. J. S. Dick-, inson, for a construction of the terms of the will of Dr. Dickinson and a declaration of the rights of appellee Phillip Gr. Dickinson thereunder, especially that clause wherein the testator devised three tracts of land in Todd county to his son Phillip, who is appellee herein, concluding with the sentence, “If my son Phillip Gr. Dickinson should die without legitimate bodily heirs, the said land to revert back to my estate and be equally divided between my legal heirs. ’ ’

[123]*123After the death of the testator, his widow, a second wife, mother -of Phillip and stepmother to the other children, was dissatisfied with the provisions of the will and Was ahont to renounce the will and take under the statutes when the children, all adults, including Phillip, entered into an agreement whereby each was to deed to the other in fee the lands devised by the father to them •respectively. Pursuant to this arrangement a deed was made on July 31, 1912, in which Mrs. Fannie C. Dickinson, widow, was party of the first part and Phillip Gr. Dickinson and his wife, Hattie B. Dickinson, parties of the second part; Howard R. Dickinson and wife, Fannie F. Dickinson, parties of the third part; William J. Dickinson and his wife, Mary D. Dickinson, parties of the fourth part; Maryetta D. Bacon and her husband, Phillip E. Bacon, parties of the fifth part; Annie D. Ryals and her husband, William H. Ryals, parties of the sixth part; and Howard D. Dickinson and W. J. Dickinson, executors of the last will and testament of J. S. Dickinson, deceased, of Trenton, Kentucky, parties of the seventh part.

After reciting the purposes of the deed, that instrument in part reads:

‘ ‘ That the other parties to this conveyance have this day paid to the said party of the first part the sum of one thousand dollars ($1,000.00) cash, in consideration of which and other valuable consideration paid to and received by the said first party, and her son, of and from the other parties to this conveyance and in order to invest each of the said devisees, children of said testator, with title to the parcels of land respectively devised them by said will, and in order to fully identify said parcels of land, and in order to release and relieve all said lands and the whole of the estate of said testator, including said residuary estate left in trust as hereinbefore stated from any, every and all claim or claims of any and every kind and character direct' and indirect, present and future, vested or otherwise of the said first party, all of the said parties hereto, excepting the second parties have bargained and sold and do hereby sell, alien, grant and convey unto the said second party, Phillip Gr. Dickinson, his heirs and assigns forever the following described tracts of land in Todd county, Kentucky, described as follows:”

(Here follows a description of the three tracts of land devised to Phillip B. by his father).

[124]*124At the conclusion of the description of the land is a paragraph reading:

‘ ‘ Being the same devised to the said Phillip Gr. Dickinson by the will of his father, Dr. J. S. Dickinson, dated August 11, 1909, of record in the office of Todd county court in Will Book ‘M,’ page 496.”

The habendum clause reads:

“To have and to hold all of said real estate with its appurtenances unto the said party of the second part (Phillip Gr. Dickinson), his heirs and assigns forever with covenant of. general warranty, releasing all rights of homestead and dower.”

By the same deed Phillip Gr. Dickinson and his wife conveyed to the other heirs the lands devised to them by their father and released all claim to any interest in the residuary estate. The prayer of the petition asked the court to adjudge that by the terms of the last will and testament of Dr. Dickinson his son Phillip Gr. was devised a perfect and indefeasible estate in and to the said three tracts of land; but if not, then that it be adjudged that, not having died without issue prior to his father’s death, the said attempted limitation on his title was ineffectual; or, if not, that it be adjudged that the said attempted limitation had relation only to the duration of the particular estate of five years, wherein some portions of said estate remained in trust, and that plaintiff, not having died without issue, during said period of time, his title became perfect and indefeasible; or, if not, then that it be adjudged that the effect of the said deed of partition and conveyance and settlement, hereinbefore set forth had the effect to invest plaintiff with such perfect indefeasible fee in all said lands, and free from any contingent remainder therein, belonging to, or going to the legal heirs of the testator, at any time, and free from any limitation wffiatever; and he prayed that his title to said lands be quieted against any and all the adverse claims of any and all the legal' heirs of testator, and all others, and that it be adjudged that he has a perfect indefeasible fee simple title to all said lands.

The defendants filed a general demurrer to-the petition which, after consideration, the court overruled. A copy of the will and of the deed referred to and relied upon in the petition were filed as a part thereof. No answer was filed by the defendants, or either one of them. The cause.being submitted for judgment the court held that the clause in the will reading: “If my son Phillip [125]*125D. Dickinson should die without legitimate' bodily heirs, the said land to revert back to my estate and be equally divided between my legal heirs,” did not .create or embrace any limitation upon the title of the said Phillip Gr. Dickinson to the land devised to him by his father. It was further held that inasmuch as two children have been born to Phillip since the death of his father and before the commencement of this action, both of whom were living at the time of the judgment, the concluding words from the will had lost all effect because the defeasance related to the possible death of Phillip Gr. Dickinson without legitimate bodily heirs prior to the testator’s own death; that if the 9th clause of the -will did not have reference to the possible death of Phillip before .the death of the testator, then it related to the possible death of Phillip GK Dickinson without legitimate bodily heirs during and before the expiration of the aforesaid particular trust estate lasting five years after the testator’s death; or, if not this, then that it related to the death of Phillip without issue before the death of his mother. The court further adjudged that the deed of date July 31, 1912, between the heirs conveyed all the right, title and interest which all the other children of Dr. Dickinson had in the land devised to Phillip, to Phillip absolutely, and divested said other children of all right to any remainder or reversion in the land.

We think the lower court was in error in holding that the devise to Phillip passed the fee absolute. He took a defeasible fee only under the will, as we understand and interpret the 9th section thereof. It was the intention no doubt of the testator to keep the property in the family — not allow it to pass to the heirs of his son Phillip through his mother.

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Cite This Page — Counsel Stack

Bluebook (online)
250 S.W. 807, 199 Ky. 121, 1923 Ky. LEXIS 774, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bacon-v-dickinson-kyctapp-1923.