Bertelmann v. Lucas

30 Haw. 500, 1928 Haw. LEXIS 21
CourtHawaii Supreme Court
DecidedJune 28, 1928
Docket1788
StatusPublished
Cited by2 cases

This text of 30 Haw. 500 (Bertelmann v. Lucas) is published on Counsel Stack Legal Research, covering Hawaii Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bertelmann v. Lucas, 30 Haw. 500, 1928 Haw. LEXIS 21 (haw 1928).

Opinion

OPINION OF THE COURT BY

BANKS, J.

Tliis is an action of ejectment. The lands involved are situate on the Island of Kauai. The case was tried by the circuit court, jury waived. Judgment was rendered' against the plaintiffs and in favor of the defendants and the former bring the case here on writ of error.

The common source of title is the last will and testament of Christian Henry Bertelmann, the father of- Frank C. Bertelmann, one of the plaintiffs. This will was executed o'n the 12th day of December, 1891, and the *501 testator died on March 15, 1895. It appears from the will that at the time of its execution the lands in question were under lease to the Kilauea Sugar Company for a term of twenty-five years, beginning on November 1, 1890, and ending on November 1, 1915. The rents from these lands, amounting to six thousand dollars per annum, were bequeathed to the wife and children of the testator in the following proportions: Two thousand dollars per annum to the wife and the remaining four thousand in equal proportions to the children. The lands themselves were devised as follows:

“Third. At the expiration of the 25 years lease with the Kilauea Sugar Co. it is my sincere wish and will that my lands shall befall in equal shares and interest upon my three sons: Frank Charles; Henry Godfrey and Christian Sylvester Bertelmann or then surviving sons or son. Provided however that at such a time these my sons or son shall pay to each one of my daughters or surviving daughters the sum of five thousand Dollars $5000.00. In case one or two of my sons should be at that time, or within a year from that time unable to furnish, produce or raise the necessary amount to pay to each one of my daughters or surviving daughters his share of the $5000.00 per capita, the two or the one of my sons will have a right to buy the whole of my lands now leased to the K. S. Co. by paying:
“1 2 . to each of my daughters or surviving daughters the amount aforesaid of $5000.00.
“2 2 . to my shortcoming son or sons the same amount of $5000.00 each, being the same share as will be paid to my daughters. By doing so, they my sons or he my son will enter in full possession of all my lands; and their or his right and title will be undisputable, provided they or he (my sons or son) comply and fulfill the above mentioned conditions.
“3 2. To my wife Susan Bertelmann a life rent of $2000.00 per annum. I make the payment of all these amounts above given a charge upon all my estate.
“Fourth. Should none of my sons be able to pay these *502 amounts, then my lands will be sold at public auction, or leased over again, according to circumstances and best advantage of my family. The money deriving from said sale or lease will be equally divided amongst my children or their lawful heirs and assigns after the distributive share of dower will have been given to my wife Susan Bertelmann according to law.”

The widow of the testator died in September, 1915, and her interest in the estate being for her life only was thus terminated and need not therefore be further considered. Catherine, one of the testator’s daughters, who had become the wife of Frank Scott, died in 1905 and the one-ninth interest in the lands involved in this suit that was devised to her by her father’s will passed by descent to her heirs at law. These heirs, who now claim title to this interest, were made parties defendant herein and the Bishop Trust Company, as their guardian and as trustee of two of them, was also made a party defendant. i

All of the children of the testator other than Catherine are still alive. Each of these children, except the plaintiff Frank C. ¡ Bertelmann, conveyed by deed to Mary N. Lucas, one of the defendants, his or her entire interest in the lands in question and all rights and privileges connected therewith. These deeds were executed subsequent to the death of the testator but prior to the termination of the lease to the Kilauea Sugar Company and none of the grantors now claims nor has since claimed any interest in or right or privilege connected with the lands embraced in the lease. It is on these deeds that Mary N. Lucas bases her claim of title to seven-ninths of the lands. She claims titlé to the one-ninth interest that was devised by the will of Christian Henry Bertelmann to' the plaintiff Frank C. Bertelmann through another source. Her claim to this interest will be considered later. The Kilauea Sugar Company and "the Kilauea Sugar Plantation Com *503 pany, which are also parties defendant, claim no interest in the lands except as lessees of Mary N. Lncas and Charles Lncas.

It will be observed from the first and fourth items of the will of Christian Henry Bertelmann that while each of the six daughters of the testator took a vested remainder in fee to a one-ninth interest in the lands then under lease to the ICilauea Sugar Company, this interest, under the third item of the will, was subject to defeasance upon the payment to each of the daughters by the sons, or one or more of them, of the sum of five thousand dollars. (Bertelmann v. Kahilina, 14 Haw. 378.) The right or option to make these payments, upon which the defeasance depended, by the terms of the will did not come into existence until the Kilauea Sugar Company lease expired and likewise, by the terms of the will, it was lost unless the payments were made within a year following the termination of the lease. It is undisputed that two of the sons, Henry Godfrey and Christian Sylvester, have never made or offered to make any of these payments. Their right to make them, therefore, has long since been foreclosed.

Under the 2d item of the third clause of the will the interests of shortcoming sons were placed on the same footing and subject to the same defeasance as the interests of the daughters. That is to say, if Henry Godfrey and Christian Sylvester could not make the payments to the daughters and Frank could make them and could also make payments in the same amount to the two shortcoming sons, he would acquire the interests of the daughters and also the interests of the shortcoming sons and thereby become the owner in fee of all the lands.

This brings us to the first contention of Frank C. Bertelmann, one of the sons of Christian Henry Bertelmann, and one of the plaintiffs herein. This contention *504 is that within the time provided by his father’s will he fully performed the conditions upon which the defeasance of the respective interests in the lands that were devised to his sisters and his two shortcoming brothers depended and that by such performance the fee simple title became vested in him. More specifically his contention is that on the 30th day of October, 1916, and prior to the expiration of the year following the termination of the Kilauea Sugar Company lease he tendered to Mary N.

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Related

Bertelmann v. Lucas
31 Haw. 71 (Hawaii Supreme Court, 1929)

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Bluebook (online)
30 Haw. 500, 1928 Haw. LEXIS 21, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bertelmann-v-lucas-haw-1928.