Buschemeyer v. Klein

129 S.W. 551, 139 Ky. 124, 1910 Ky. LEXIS 15
CourtCourt of Appeals of Kentucky
DecidedJune 17, 1910
StatusPublished
Cited by16 cases

This text of 129 S.W. 551 (Buschemeyer v. Klein) 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
Buschemeyer v. Klein, 129 S.W. 551, 139 Ky. 124, 1910 Ky. LEXIS 15 (Ky. Ct. App. 1910).

Opinion

[125]*125Opinion op tub Court by

Judge Nunn

Affirming.

William Klein, whose will is before ns for construction in this action, was born in Germany in the year 1839. There lie learned the trade of a baker. He camo to the United States when he was 18 years of age, and located in Louisville, Ky. In 1863 he married Elizabeth Klink, and in 1864 there was born to him a son, John W. Klein. In 1869 there was born to Mm a daughter, Mamie Klein, who' intermarried with appellant, Charles F. Busehemeyer, in the year 1890. She died in the year 1908, without children. John W. Klein, after quitting school at an early age, went to work in the bakery with his father. In 1887 he was made a partner in the business, which was thereafter conducted under the firm name of William Klein & Son. John W. Klein married in 1889. There was born to him three children, Georgia Klein, John Klein, Jr., and Elizabeth Klein. At the date of the filing of the petition herein Georgia Klein was 16 years of age, John Klein, Jr., 14 years, and Elizabeth Klein 10( years. These grandchildren were all living at the time the testator made the will in question. The will was written on December 1, 1898, and the testator died in the year 1900. At' the time of his death the testator had amassed a considerable fortune consisting principally of real estate in the city of Louisville. The will in question is as follows:

“Louisville, Ky., Dee. 1st, 1898.
“I, William. Klein, being of sound mind and in good health in full knowledge and understanding of this my voluntary act and deed, in the fear of God, uninfluenced by any one, and without prejudice, make this my last will and testament, to be opened after my [126]*126death., and the trust and bequests named herein to be administered by my trustee hereinafter mentioned.
“1. After my personal debts are paid — I want my son, John W. Klein to have the business located 516 Fourth street with all standing credits and connections and my half interest in the house 728 West side of Fourth street in Louisville, Ky., all in his own name, also all the bank stock, in the German Insurance Bank in my name. .
“2. I will my daughter,‘Mamie Klein Buschmeyer, in her own name a house 734 Fourth street with all improvements thereon and a life insurance in the Equitable Life Society of New York. Should Mrs. Mamie Buschmeyer die before her husband Chas F. Buschmeyer and without any children I want her share even devidet between John W. Klein children when the youngest child comes of age. Put their father John W. Klein as their guardine without security.
“3. I want the balance of my estate to go to my beloved wife Elizabeth during her life and as long she remains my widow; after her death to be evenly devidet between John W. Klein & Mamie Klein Buschmeyer indiv. free from any husband and security and I appoint John W. Klein & Chas. F. Buschmeyer executor, without security, also my wife Elizabeth Klein as executor and without security.
‘The above bequest to be free from all debts of any kinds whatsoever.
“[Signed] William Klein, Testator.
“Witness:
“L. R. McCleery,
“J. B. Collins.”

Elizabeth Klein, the testator’s wife, survived her husband and died intestate before her daughter Ma[127]*127mie Klein Buschemeyer, who died on March 5, 1908, without children. She left a will which, after making certain specific bequests, contains the following clause: “I devise and bequeath to my husband Charles P. Buschemeyer, all the rest and residue of my property, real, personal and mixed, and wheresoever situated.”

This action was instituted by appellant, Charles P. Buschemeyer, against appellees, Georgia Klein, John Klein, Jr., and Elizabeth Klein, to quiet his title' to certain real estate described in the petition, claiming that he derived his title to the property by devise from his wife, Mamie Klein Buschemeyer, who died about a year before the suit was instituted, and that his wife derived her title to the property under the will of her father, William Klein. Appellees defend on the ground that the words of defeasance in clause 2 of the will apply to the property devised in clause 3, and upon the death of Mamie Klein Buschemeyer without children, before her husband, the property passed to the appellees. The trial court held that the defeasance clause did not limit the estate devised in clause 2, but did limit the remainder interest devised to Mrs. Buschemeyer in clause 3, and judgment was entered quieting the title of appellees to the property in question. It was, however, adjudged that, inasmuch as Mamie Klein Buschemeyer had a defeasible fee in the property, appellant was entitled to curtesy therein under the authority of Rice, et al. v. Rice, 133 Ky. 406, 118 S. W. 270. From that judgment Chas. F. Buschemeyer appeals. Georgia Klein, etc., prosecute a cross-appeal from so much of the judgment as decrees that the defeasance clause did not apply to the estate devised in clause 2, and from so much of the [128]*128judgment as holds that appellant lias curtesy in the lands in. question.

In the case of McClelland’s Executrix v. McClelland, 132 Ky. —, 116 S. W. 730, it is said: “This court has repeatedly decided that it is proper to consider the environments and the natural objects of the bounty of the testator, at the time of the making of the will,-to enable the court to arrive at the intention of the testator in the construction of the will. * * * Recognizing the universal rule which is to the effect, that the intention of the testator must control, unless it contravenes some established policy of the law, and the technical rules of construction will not be allowed to defeat the plain intention of the testator, and that every clause in a will must be taken with reference to the others,” etc.

The question for consideration is: Does the language used in clause No. 2, to-wit: “Should Mrs. Mamie Buschmeyer die before her husband Chas. F. Buschmeyer and without any children I want her share even divide! between John AY. Klein children when the youngest child comes of age” — apply alone ro the property specifically devised to Mamie Busehemeyer in that clause of the will, or was it intended by the testator to appty to only the property devised to her in the third clause of the will, or was it intended to apply to all the property devised by both clauses? It is the contention of appellant that this question must be determined by the position of the clause of defeasance, and that as it occurs in the paragraph marked “2” by the testator, it must be limited in its meaning to the property referred to in that clause. It is appellee’s contention that the application of the defeasance clause must be determined by its own

[129]*129language and the apparent intention of the testator, gathered from the will as a whole, and in this regard his relation to the objects of his bounty and his estate, and the circumstances surrounding him at the time he wrote the will, may be taken into consideration.

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Bluebook (online)
129 S.W. 551, 139 Ky. 124, 1910 Ky. LEXIS 15, Counsel Stack Legal Research, https://law.counselstack.com/opinion/buschemeyer-v-klein-kyctapp-1910.