Buckner v. Buckner

215 S.W. 420, 185 Ky. 540, 1919 Ky. LEXIS 336
Court of Appeals of Kentucky·Decided October 28, 1919·Published·Cited by 7 cases

Opinion

[542] Opinion op the Court by

Judge Settle

Reversing in part and affirming in part.

Although brought to this court by separate appeals, styled as above indicated, the rights of the parties to the two appeals were all determined in the court below in the one action and by the same judgment; and as the two appeals were submitted and considered together in this court, our decision of the questions thereby presented and the reasons, therefor will be set forth in this single opinion.

In order that the questions involved may be fully understood we think it needful to give a statement of the facts to which they are related. In the year 1907 Mrs. Sarah A. E. Buckner, a widow then eighty-two years of age, died in Christian county, where she liad always resided, leaving a considerable estate. She disposed of the whole of the estate by a will made in 1901, about six years before her death, which instrument in due course was admitted to probate by ihe Christian county court. At the same time Upshaw Buckner, a son of the testatrix, appointed executor without secursity by the will, duly qualified in that capacity and assumed charge of the estate.

The first clause of the will directs the .payment by the executor of the testatrix’s just debts and funeral expenses “as soon as possible” after her death. Clause second excludes the testatrix’s two sons, Samuel Gr. Buckner and William F. Buckner, and the children of her deceased daughter, Anna B. Wooldridge, from sharing in the estate devised; and directs that the two sons named and her son-in-law, Joseph C. Woolridge, be .released by the executor from the payment of certain notes of several thousand dollars each she held against them, respectively, the reason for the exclusion of these two sons and the children of the deceased daughter from any interest in the property devised being that the testatrix had given and advanced to each of the sons and the daughter, in money or property, all they were entitled to receive from her estate.

As clauses 1 and 2 of the will are not here involved they are omitted from this opinion, but the remaining clauses of the will being before us for construction, are herein set forth in full:

“Third. After the .pajrment of my just debts and funeral expenses, and the cost and expenses of the ad[543] ministration of my estate, I will, devise and bequeath to my sons, Henry C. Buckner and Upshaw Buckner, share and share alike but in trust, as provided in the next succeeding clause of this instrument, all of the rest, residue, and remainder óf my estate and property, both real, personal, and mixed, and wherever the same may be situated, except the notes specified in the next preceding clause of this instrument which I hold against my two sons and son-in-law therein named.
“Fourth. It is my will that the share of my estate which is devised and bequeathed in the next preceding clause of this instrument to each of my sons, Henry C. Buckner and Upshaw Buckner, in trust, shall be possessed, occupied, held, managed and controlled by them, respectively, in trust for the use and benefit of their children who may be living at my death, and the survivors of their children. It is my will that each of my said sons shall have the right, power, and authority, during his life, to receive, hold, use and dispose of the produce, income, profits and increase of the share of my estate that is so as aforesaid devised and bequeathed to him in trust, for the use, benefit, support, maintenance, education and comfort of his family, as he may deem best, and in his discretion without security and without accounting for same. But- neither of my said sons shall have the .right, power, or authority, in any way, or for any purpose to encumber, or to sell or convey any land or real property that may fall to the share of my estate so as aforesaid devised and bequeathed to him in trust, and the same shall not be sold during the existence of said trusts except by virtue of the judgment and under the direction of .a court of competent jurisdiction in such cases, and then only for reinvestment in other similar property upon the same uses and trusts. In the event of the death of any of the children, without lawful issue surviving, of either of my said sons during his life, the share of any one so dying shall vest in his or her surviving brothers and sisters; but should the one so dying-leave lawful issue surviving, such issue shall inherit his or her share, and shall be entitled to the benefits of the trust equally with the others. At the death of either of my said sons the trust herein created shall cease as to him, and the property and estate devised and bequeathed to him in trust shall be freed and discharged from the trust, and the legal cestuis que trust, and in that event his (the trustee’s) surviving widow shall be entitled to [544] and interest in such, property or estate equivalent to the dower and distributable interest provided by the statutes in similar property.
“Fifth. My executor shall have full power and authority to sell and convey any portion of my land.s before the final division of same between the devisees under the third clause of this instrument, if it shall be necessary to sell land for the payment of debts or charges against me or my estate, or for any other purpose. And the division of my lands devised by said clause may be made by my said sons, Henry C. Buckner and Upshaw Buckner.
_ “Sixth. I nominate my son, Upshaw Buckner, executor of this my last will and testament, and having full confidence in his ability and integrity, I request that he be permitted to qualify and act as such without security.”

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Buckner v. Buckner, 215 S.W. 420, 185 Ky. 540, 1919 Ky. LEXIS 336 (Ky. Ct. App. 1919).

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