Breckinridge v. Breckinridge's Ex'rs

94 S.W.2d 283, 264 Ky. 82, 1936 Ky. LEXIS 274
CourtCourt of Appeals of Kentucky (pre-1976)
DecidedMay 5, 1936
StatusPublished
Cited by19 cases

This text of 94 S.W.2d 283 (Breckinridge v. Breckinridge's Ex'rs) 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
Breckinridge v. Breckinridge's Ex'rs, 94 S.W.2d 283, 264 Ky. 82, 1936 Ky. LEXIS 274 (Ky. 1936).

Opinion

Opinion op the Court by

Judge Rees

Affirming in part and Reversing in part.

This suit was brought by the executors of Desha Breckinridge, who died a resident of Fayette county, Ky., February 18, 1935, to obtain the construction of his will. The doubt as to the proper interpretation of the will arose by reason of certain provisions of the codicil, which was executed November 6, 1934. The original will was dated April 14, 1934.

In paragraph 1 of the will the testator disposed of certain personal effects. In paragraph 2 he gave all other property owned by him to trustees named in a subsequent paragraph of the will. In paragraph 3 he authorized the trustees to manage and control the trust property, invest and reinvest same. Paragraphs 4, 5, 6, and 7 read as follows:

“IV. One-half (%) of said net income shall be paid to my beloved wife, Mary F. Breckinridge, for the term of her life, with remainder upon her death to my sister, Sophonisba P. Breckinridge, if she be then living, for her life, and ultimate remainder to my cousin Henry Breckinridge; but if my said sister be not then alive, this remainder upon my wife’s death shall go direct to my said cousin. And at the termination of this trust, as hereinafter provided for, the one-half (%) of the corpus represented by this one-half of net income shall pass, and be turned over by my Trustees, to my said cousin if he be then living, otherwise to or .amongst such person or persons as he may have appointed by wilí, or, in default of such appointment, to his heirs.
“V. One-third (1-3) of said net income shall be paid to my sister' Sophonisba P. Breckinridge for the term of her life, with remainder, both as to income and as to corpus in like manner as above, upon her death, to or amongst such person or persons, or to or for the benefit of such purposes, projects or objects, as she may by will appoint, or, in default of appointment by her, then to the ■three children of my brother, Robert J. Breckin *85 ridge, if surviving, and the issue of any of them that may be dead, as hereinafter limited in Clause X of this will: provided, however, that if it should at any time, or from time to time, be necessary, for the comfort or well-being of my sister Sophonisba, to use any part of the corpus of the one-third of the trust property held for her benefit, then I authorize and direct my Trustees to pay to-her or for her benefit, out of such corpus, whatever amount may be necessary or proper for such purpose: and the written receipt of my said sister for any and all amounts so paid or expended shall be a full acquittance to my Trustees.
“VI. One-twelfth (1-12) of said net income shall be paid my sister Eleanor B. Chalkley for the term of her life, with remainder, both as to the income and as to the corpus in the same manner as-above, upon her death, to or amongst such person or persons as she may by will appoint, or in default of appointment by her, then to her heirs.
“VII. To Thomas R. Underwood, long and. faithfully employed in the publication of the Lexington Herald, I give the remaining one-twelfth (1-12) of said net income and direct that same be paid over to him, or his heirs or testamentary appointees, during the continuance of the trust: and on the termination of the trust one-twelfth (1-12) of the corpus of the trust property shall pass, and be turned over by my Trustees, to said Thomas R. Underwood absolutely, or, if he be then dead, to such person or persons as he may by will appoint, or in default of such appointment, then to his heirs.”

There were a number of other paragraphs not necessary now to mention, except that in paragraph 14 he appointed his wife, Mary F. Breckinridge, and William C. McDowell and Thomas R. Underwood, all of Fayette county, Ky., and his sister, Sophonisba P. Breckinridge, of Chicago, Ill., and his cousin, Henry Breckinridge, of New York City, to be the trustees of the trust estate created by the will; and in paragraph 15 he appointed his wife, Mary F. Breckinridge-,' and William C. McDowell and Thomas R. Underwood to- *86 "be the executors of his will. The codicil reads as follows:

“I, Desha Breckinridge, make this codicil to my will of April 13, 1934.
“I want my beloved wife, Mary F. Breckinridge', to make distribution of the articles of special family interest to those to whom I have designated them at such time as she desires. The portrait of Thomas Jefferson is to remain in her possession for her lifetime and at her death is to go to my cousin, Henry Breckinridge.
“Paragraph IY. One-half (%) of the net income from my estate shall be paid to my beloved wife, Mary F. Breckinridge, for the term of her life, with remainder upon her death to my sister, Sophonisba P. Breckinridge, if she be then living, for her life, and the ultimate remainder to her estate to be divided amongst such persons as she may appoint by will.
“Paragraph Y. Three-twelfths of the net income from my estate shall be paid to my sister Sophonisba P. Breckinridge for the term of her life, with remainder, both as to income and as to corpus in like manner as above, upon her death to or amongst such person or persons or to or for the benefit of such purposes, projects or objects, as she may by will appoint.
“Paragraph YT. I leave to my sister Eleanor Breckinridge Chalkley $1,000 to be paid to her at such time as considered wise by my Trustees.
“Paragraph YU. I leave to my friend, Thomas R. Underwood, 1-12 of the said net income from my estate and direct that same be paid over to him by my Trustees.
“I leave to my cousin, Henry Breckinridge, Fifteen Thousand ($15,000.00) Dollars and direct that it be paid to him at such time as considered wise by my Trustees under this will.
“I appoint my wife, Mary F. Breckinridge, William C. McDowell and Thomas R. Underwood, all of Fayette County, Kentucky, and my sister *87 Sophonisba P. Breckinridge, of Chicago, Illinois, to be the Trustees hereunder.
“In witness whereof I have hereunto set my hand this 6 day of November, 1934.
“Desha Breckinridge”

The -executors sought the advice and instruction •of the court as to the testator’s intent in several particulars, and especially as to the extent to which the provisions of paragraphs 4, 5, 6, and 7 of the will were changed, or modified, by the codicil, and whether the .gifts to Henry Breckinridge, Eleanor Breckinridge Chalkley, and Thomas R. Underwood in the codicil were in addition to the bequests made to them in the will, or in substitution therefor. The testator’s widow, Mary F. Breckinridge, on April 22, 1935, renounced the will and relinquished the provisions made for her .and elected to take instead the share of his estate provided for her by statute.

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Bluebook (online)
94 S.W.2d 283, 264 Ky. 82, 1936 Ky. LEXIS 274, Counsel Stack Legal Research, https://law.counselstack.com/opinion/breckinridge-v-breckinridges-exrs-kyctapphigh-1936.