Bailey v. Duncan's

18 Ky. 20, 2 T.B. Mon. 20, 1825 Ky. LEXIS 10
CourtCourt of Appeals of Kentucky
DecidedApril 28, 1825
StatusPublished

This text of 18 Ky. 20 (Bailey v. Duncan's) 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
Bailey v. Duncan's, 18 Ky. 20, 2 T.B. Mon. 20, 1825 Ky. LEXIS 10 (Ky. Ct. App. 1825).

Opinion

Ch. J. Barry

delivered (he opinion oi'the Court.

John Bailey and Mary, his wife, late Mary .Duncan, instituted a suit in chancery, in the Bath circuit court, . . , •> ? ' 7 against the executrix ana devisees oí Isaac Duncan, sen. for a division and distribution qf his estate. The bill charges, that the testator died possessed of considerable estate, real and personal; that the executrix, Margaret, had continued in possession of the land, since the death of her husband, receiving the-rents and profits; that she was in possession of a negro woman, Martha, devised to her by the testator, with the increase, viz. Amy, Lucy, Jesse and Jefferson; and that she only had a life estate in the slaves. The bill prays for distribution of the personal estate, ?nd account of the hire of slaves, rents and profits of the land, and for general relief.

Margaret Duncan, the executrix, in her- answer, claims the slaves as her own property; slates that she has made a just distribution amongst the heirs, of the personal estate; that she is not accountable for the yepts and profits of the’land; thut it was a small tract [21]*21oí' about ninety-three acres, which she retained the possession of until dower was assigned her, since vvhich her possession has been confined to the pare allotted for jier dower; that she has improved theland, and greatly enhanced the value of the inheritance to the children. Bhe also insists on a claim to three shares of the land, under the will of her son, Isaac Duncan.

Answer of other dofen-g““sfss,bi|in<i Complainants’ answer Across bilí. • Decree of fte circuit court jsaan d'ó*.-can’s wiji.

The other defendants do not deny the allegations of the bill. They claim their just portions in the division sought for by the complainants. Margaret Duncan, and William Lawson and Priscilla, his wife, make their answer a cross bill; allege that the complainants-had parted with their interest in the land, by contract with Isaac Duncan, jun. who had devised it to said Margaret for life, remainder to Priscilla Lawson in fee; and pray that the complainants may convey to them accordingly.

The complainants resist the claim set -up in the cross bill, and charge the contract with Isaac Duncan, jun. to have been obtained from them by fraud. They also insist that Mary Bailey is not bound by (he contract of her husband, and ought not to be compelled to convey her estate in the land, as she is to do so.

Upon the final hearing of the cause, the court dismissed the complainants’ bill, with'costs. On the cross bill, the court decreed the land to be divided amongst the heirs, subject to the widow’s dower, and directed (■he complainants to convey agreeably to the contract with Isaac Dune,an, jun.

To reverse the decree that dismisses the bill ,of the complainants, they prosecute this writ of error. The propriety of the decree on the cross bill, is not now questioned.

The first subject to be considered, is the claim set up by the complainants to the slaves, under the will of Isaac Duncan, sen. The part of the will touching this devise, and which may serve to explain it, is in the following words:

“And as touching my worldly goods, wherewith it has pleased Almighty God to bless me with, I give and bequeath in manner and form following: First of all, my will and desire is, that all my lawful debts shall be paid by my executors, out of my estate, and those debts which are due to me, collected by my executors. Next, I will and bequeath unto my beloved wife, Margaret, item one negro girl named Martha. Next, I will [22]*22and bequeath to my daughter, Sarah, ten shillings. Next, I give and bequeath the balance of my estate to be equally divided amongst the rest of my children.”

Ne words of inheritance arc necessary in a devise, to pass the entire estate in a slave. (íood=, do not, technically,include slaves; but, in a devise, may embrace them. — Concordant in principle, 1 Monroe 28.

The rule of construction insisted on by the complainants, that requires words of limitation to pass a fee, had its origin in the feudal code, and was designed to operate as a restraint upon the alienations of landed property. The courts in England have labored to emancipate themselves from the rigor of this rule. They readily lay hold of any words to avoid it, and effectuate the intention of the testator, it has accordingly been settled, that the word estate, will, when coupled with the devise, comprehend the interest, as well as describe the thing, and pass a fee; that this word may be transposed from the preamble or other parts of the will, and annexed to the devise, to fulfil the intention of the testator. Guthrie vs. Guthrie, 1 Call’s Rep. 7; Davis vs. Miller, 1 Call 131.

All judges, ancient and modern, concur in saying, that the intention of the testator is to give the rule of construction. It is now the governing principle, emphatically said to be the polar star, to guide our decisions, and to>which all other rules of construction must yield. See Kenar vs. M'Roberts, 1 Wash. Rep. 96, and the numerous cases there cited. Let us now apply this principle to the case before us. It was the intention of the testator to dispose of his whole estate, without reserve or limitation. The whole complexion of the will proves this, and shows that he intended to give the slave absolutely to his wife. In the commencement, he declares his intention to dispose of all the worldly goods with which it had pleased God to bless him. Technically, the word goods does not include land or slaves; but who can doubt that this unlettered testator intended by this expression to comprehend all his property, of every description? It appears from the face of the will, that he was an ignorant man. In such case, no inference is to be drawn, from the want of tech-nichal words, unfavorable to a liberal and enlarged, construction of the devise. But, lucidly, the will contains a word that will more certainly give effect to the-testator’s intention. The word estate, is found in the .commencement and conclusion, before and after the particular devise. Immediately preceding it, he directs his executors, out of his estate; to pay ail his debts, [23]*23and afterwards provides that the balance of his estate shall be equally divided amongst the rest of his children. Couple this word with the devise, and upon the authority of the cases cited, it passes the fee. Another plain view is presented. If the testator intended that his wife should have a life estate only, is it not reasonable to suppose, more, especially as he had but one slave, that in the latter part of the will, where he finally disposes of all the rest of his estate, he would have directed what'was to be done with the slave and her probable increase, at the death of his wife? The court are so fully satisfied that a fee in the slave passed to the wife by the devise, according to acknowledged and well settled rules of law, that it is not deemed necessary to resort for aid to the act of assembly, which provides that a fee shall pass without words before necessary to transfer an estate of inheritance.

The m!;y expend, oA^mfant distributees, to pay physio^ns &main-sickness, such case, ^ere tl™ smaj] t¡ie will not> after ma^n-be held Pr°ve the the instance their repre-sentatlves‘ . .

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18 Ky. 20, 2 T.B. Mon. 20, 1825 Ky. LEXIS 10, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bailey-v-duncans-kyctapp-1825.