Baker v. McDonald

215 S.W. 292, 185 Ky. 470, 1919 Ky. LEXIS 321
CourtCourt of Appeals of Kentucky
DecidedOctober 21, 1919
StatusPublished
Cited by13 cases

This text of 215 S.W. 292 (Baker v. McDonald) 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
Baker v. McDonald, 215 S.W. 292, 185 Ky. 470, 1919 Ky. LEXIS 321 (Ky. Ct. App. 1919).

Opinion

Opinion of the Court by

Judge Sampson

Affirming.

Throe doctors living at Heidelburg, Lee county, entered into an arrangement in 1916, whereby they were to buy and sell oil leases, but as Dr. Baker was a notary public, he was to solicit and obtain the leases and instead of using his name as one of the grantees, he was to and did use the name of his wife, Laura Baker, who is appellant herein. Among the leases obtained was one from John Williams, on Big Sinking Creek, in that county, containing twenty acres. There was no development for oil or gas in that immediate neighborhood in 1916 or 1917.

About July, 1917, Dr. Baker was taken seriously ill and on October 13, he sold and transferred to appellee, Chester McDonald, his interest in the John Williams lease for the price of $30. Just what the lease had cost does not appear. Dr. Baker died about a month after the transfer of the lease to Chester McDonald.

This suit was instituted in January, 1919, by Mrs. Laura Baker, wife of Dr. Baker, as the sole devisee of Dr. Baker, to cancel the writing transferring the John Williams lease to Chester McDonald on the ground that the said transfer was obtained by fraud and misrepresentation on the part of Chester McDonald and. his father,' Dr. McDonald. The petition charges that Dr. McDonald, who was associated with Dr. Baker in the oil lease business, called upon Dr. Baker while he was sick and only a short time before the day of the transfer of the lease and “falsely and fraudulently represented to said Baker that the John Williams oil lease” was in bad.shape as to its title and in other ways, and that they, the said Baker, McDonald and Gibson, would probably lose said lease entirely, and made to her said husband at said time, and prior and subsequent thereto, other [472]*472false and fraudulent representations as to tlie value of said lease, stating that it was almost worthless and of little value. She states that on the 13th of October, 1917, the defendant, Chester McDonald, called upon her husband at his home, .where he was very ill, and fraudulently and falsely repeated to him the statement in regard to the John Williams lease which had previously been made to her said husband by the defendant, G. S. McDonald, and fraudulently and falsely stated to her said husband at said time that he and the defendants, Dr. McDonald and Dr. Gibson, would likely lose the said Williams lease; that said Chester McDonald then said to her husband, “I know that you need money; I will give you thirty dollars for your interest in the John Williams lease,” and induced her said husband, O. E. Baker to accept the (thirty dollars) $30 for his interest in said lease.” It was further alleged in the petition “that said defendants, Chester McDonald and G. S. McDonald, well knew at the time they made said statements and representations to her said husband, that they were false and said false statements were made for the fraudulent purpose of depriving the said C. E. Baker, of his interest in the valuable oil and gas lease, and both defendants knew at the time they made said statements that said Baker, McDonald and Gibson, had a good, valid and binding oil lease, properly executed, upon the John Williams land, and made said false representation to her said husband for the purpose of cheating and defrauding him; that they agreed and conspired and colluded together for the purpose of procuring his interest in said lease, knowing at the time it was very valuable and worth many times what said Chester McDonald paid her said husband for it; that the said G. S. McDonald and Chester McDonald made said false representations knowing at the timé that said lease was very valuable.”

To the original petition a general demurrer was filed and sustained, with leave to appellant to amend. An amendment was filed on May '27, alleging “that defendants, Chester McDonald and G. S. McDonald, are equally and jointly interested in the fraudulent writing sought to be cancelled herein and claim to be the joint owners of the interest of this defendant in said lease.” Again, a demurrer- was sustained to the petition as amended. In the meantime a motion to elect whether she wTould prosecute her alleged cause of action in her individual capacity or in her alleged representative ca[473]*473pacity as executrix of the will of C. E. Baker, deceased, was made and sustained, and appellant, Laura Baker, under protest, filed a second amended petition, whereby she averred that, she wras prosecuting her action as sole devisee of C. E. Baker, deceased, and “elects to prosecute said cause as sole devisee of C. E. Baker, deceased.”

A general demurrer was then sustained to the petition as amended and appellant declining to further plead, the petition and the two amendments were (dismissed, and Mrs. Baker prosecutes this appeal.

Appellees insist that the averment in the petition of Mrs. Baker that she was and is the sole devisee of her husband, does not entitle her to maintain this action, because whatever right or property Dr. Baker had in the oil lease, which he attempted to transfer to Chester McDonald, was a chattel interest, and therefore passed to the personal representative on the death of Dr. Baker, and not to Mrs. Baker, as sole devisee under the will, or otherwise. The will is not made a part of the petition and its terms are not disclosed. showing whether the whole or only a part of the property of Dr. Baker was devised to appellant, Laura Baker. The mere fact that she was sole devisee does not necessarily mean that Dr. Baker devised to her all of- his property of every character and kind, including the oil lease in question. She may have been the sole devisee named in the will, but he may not have devised all of his property. The expression “sole devisee” may mean no more than that the testator named one person only in his will and gave that one a certain tract or parcel of land, withholding other real property not mentioned in the testamentary paper, which will descend to his heirs in accordance with the statute.

Very frequently this is all that the words could be held to mean, especially where there is undevised real property owned by the testator at the time the will is made. The petition must be construed strongest against the pleader, and so construed it is subject to demurrer.

While the courts of Pennsylvania, ■ Ohio, Indiana, Kansas, and Oklahoma and other states, have held that an oil lease is a chattel real and passes to the personal representative on the death of the holder, this, question seems not to have been determined by this court. If it be conceded that an oil lease is a chattel real and, therefore, passes to the personal representative and not to the heir, then the cause of action in this case did not [474]*474descend to appellant, Laura Baker, otherwise than as devisee, if at all, which does not appear, and the action could not be maintained except by the administrator of Dr. Baker. Brown v. Bucher, 120 Pa. 590.

The petition, however, is fatally defective in that a material allegation is wholly omitted.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

McDonald v. Goodman
239 S.W.2d 97 (Court of Appeals of Kentucky (pre-1976), 1951)
Lincoln-Income Life Ins. Co. v. Kraus
132 S.W.2d 318 (Court of Appeals of Kentucky (pre-1976), 1939)
Beck v. First Nat'l Bank, Charlestown, Ind.
63 S.W.2d 937 (Court of Appeals of Kentucky (pre-1976), 1933)
Johnson v. Sands
53 S.W.2d 929 (Court of Appeals of Kentucky (pre-1976), 1932)
Turner v. Begley
39 S.W.2d 504 (Court of Appeals of Kentucky (pre-1976), 1931)
King v. Christian County Board of Education
16 S.W.2d 1053 (Court of Appeals of Kentucky (pre-1976), 1929)
Peake v. Thomas
300 S.W. 885 (Court of Appeals of Kentucky (pre-1976), 1927)
Farmers' Bank of White Plains v. Bass
292 S.W. 489 (Court of Appeals of Kentucky (pre-1976), 1927)
McGuffin v. Smith
286 S.W. 884 (Court of Appeals of Kentucky (pre-1976), 1926)
Stair v. Jerry Lee Stair Gilbert
272 S.W. 732 (Court of Appeals of Kentucky (pre-1976), 1925)
McDonald v. Baker
269 S.W. 338 (Court of Appeals of Kentucky, 1925)
Electric Hammer Corp. v. Deddens
267 S.W. 207 (Court of Appeals of Kentucky, 1924)
Barringer v. Allison
249 S.W. 1022 (Court of Appeals of Kentucky, 1923)

Cite This Page — Counsel Stack

Bluebook (online)
215 S.W. 292, 185 Ky. 470, 1919 Ky. LEXIS 321, Counsel Stack Legal Research, https://law.counselstack.com/opinion/baker-v-mcdonald-kyctapp-1919.