Carney v. Kain

23 S.E. 650, 40 W. Va. 758, 1895 W. Va. LEXIS 59
CourtWest Virginia Supreme Court
DecidedNovember 9, 1895
StatusPublished
Cited by27 cases

This text of 23 S.E. 650 (Carney v. Kain) is published on Counsel Stack Legal Research, covering West Virginia Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Carney v. Kain, 23 S.E. 650, 40 W. Va. 758, 1895 W. Va. LEXIS 59 (W. Va. 1895).

Opinion

Holt, President :

On appeal taken by Mary Jane Carney and others, plaintiffs, from a final decree of the Circuit Court of Ohio county, entered on the 9th day of June, 1894, in favor of John J. Kain and others, trustees, defendants, dismissing the bill without reservation.

The suit involves the will of Philip Keilly, deceased, late of the city of Wheeling, W. Va., especially the residuary fund created by the will, and whether the plaintiffs, Mary Jane Carney, the daughter of the testator, and the children ■of his son, John Reilly, deceased, are entitled to have that fund now turned over to them by the trustees under the will.

[797]*797Philip Reilly, being tbe owner of real and personal property of the value of some one hundred and fifty thousand dollars, departed this life on the 24th day of June, 1SG6, leaving the will which gives rise to this controversy. On the 10th day of July, 3866, on motion of R. V. Whelan, the executor, the will was duly proved and admitted to record, and the executor gave bond, qualified and entered upon the discharge of his duties.

On two former occasions this will has been before this-Court, where it will be found set out with sufficient fullness-to determine its meaning and effect: (1) in the case of Whelan v. Reilly (1869) 3 W. Va. 597, where this Court, reversing the court below, held, inter alia, the will to be valid. (2) In the case of Whelan v. Reilly, 5 W. Va. 356, decided in 1872, Avliere the Court, reversing the court below again, held the language of the fourteenth clause to be clear, the meaning of the testator plain, the will valid as not being inconsistent with any rule of law, and that the court had nothing to-do but to see that the same was carried into effect.

Clause No. 1 made provision for the wife, to be taken in-lieu of dower; but she died in the lifetime of the testator,- and there is a residuary clause.

By clause No. 2 he devised and bequeathed all his estate,real and personal, to Richard V. Whelan, Henry Moore, and Charles W. Russell, of the city of Wheeling, as trustees.

By the codicil, Alonzo Loring was substituted as trustee in place of Charles W. Russell. Richard V. Whelan having-died, Josiah F. Updegraff was appointed in his place, he having died, the present trustee, Thomas O’Brien, was, on the-26th day of April, 1876, appointed in his place; and, Henry’ Moore having resigned, John J. Kain was, on the 2d day of' January, 18S0, appointed in his place. All this was duly done in pursuance of clause No. 3, so that the present trustees-are the defendants Alonzo Loring, Thomas O’Brien, and John-J. Kain; Thomas O’Brien being also the executor d. b. n. c.t. a.

By clause No. 4 the trustees were given power (which might always be exercised by a majority) to sell, lease, con[798]*798vey, manage, and dispose of Ms estate, and of every part thereof, and do all other acts in relation thereto', as fully as the testator could have done if in life, except so far as the exercise of such general powers would in any case defeat a particular intention or provision of the will. The trustees still have intact the Marshall county land, of three hundred acres, and the Glen run tract, of about two hundred and eighty acres. All- the other property real and personal, except the one hundred acres devised to the children of his son John Reilly, has been converted into money, and invested as part of the residuary fund.

By clause No. 5 he provided for six of these plaintiffs, ms: the children of his son John, by setting apart for them by metes and bounds one hundred acres of the four hundred acre-tract situated in Marshall county. John is dead, and his children took it in fee simple; but he died after the death of the testator, and his personal representative is not a party to this suit, and he is not a necessary party, for the personal representative of the testator represents the personal fund so far as the children may come to have any interest. Here the will contemplates that the executor shall be subject to the order of the trustees, pay over to them, and in general manage as they direct. In such case the modern doctrine seems to be that the trustees deal directly with the beneficiaries, not only in paying legacies, but in making distribution of any part which goes under the statute of distribution.

By clause No. 0 he made a similar devise of the remaining three hundred acres of the Marshall county tract, to- be held in trust in fee simple for the children of his son William. But William died m the lifetime of his father, never having married, and leaving no child or other descendant; and this executory limitation in trust to- the children of William, who never came into being, became incapable of taking effect, and passed into the residuary fund, by the express language of the will as well as by operation of our statute of wills (Code Va. 1860, p. 574, c. 122, ss. 11, 14). And as the will, both as to real and personal estate, speaks and takes effect as if it had been executed immediately before the death of the testator, the second clause and twelfth clause of the will [799]*799operate to make it a part of the residuary fund, which was set aside to be held or invested in good and safe real estate securities.

The law is well settled that where a will expressly or by necessary implication directs land to be turned into money, and such conversion is necessary to carry out the special object of creating the fund, or the general scheme of distribution, equity will treat that which is directed to be done as already done, and treat the land, for purposes of devolution and the transfer of title, as already-converted into personal estate.

The personal representative is the proper representative of the personal estate, and is a proper and generally a necessary party in a suit in which the court passes upon the construction of a will affecting a residuary fund not thereby disposed of. But this question of equitable conversion, if any, is not now deemed important, (1) because the trustees take all the property absolutely as active managing trustees, whose trust is to continue until all its feasible objects and purposes shall be accomplished; and (2) because, as to the property in question, regarded as .that of the testator, it is agreed that defendant O’Brien is before the court both as executor d. b. n. c. t. a. and as trustee, and the limitations of an equitable estate created out of land and money are governed for almost all practical purposes by the same rules. Upon the doctrine of equitable conversion, see Ackroyd v. Smithson, 1 Brown Ch. 503; Attorney General v. Hubbuck, 13 Q. B. Div. 275, 289; and on equitable conversion by trustees or court, see Steed v. Preece, L. R. 18 Eq. 192; Id. Brett Lead. Cas. Mod. Eq. 61, notes.

By clause No. 7 the testator made an executory, equitable limitation in fee of the home farm, called the “Glen Run Tract,” of about two hundred and eighty acres, to the unborn child or children of their descendants and the survivor whom his son Philip should leave at his death. After the death of the testator, and therefore after the will had ceased to be ambulatory, the son Philip died, unmarried and intestate, leaving no child or other descendants, so far as appears by this record. This executory equitable devise failing to [800]*800take effect tbe G-len run land, by virtue of tbe twelfth clause, passed into and became a part of tbe residuary fund.

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23 S.E. 650, 40 W. Va. 758, 1895 W. Va. LEXIS 59, Counsel Stack Legal Research, https://law.counselstack.com/opinion/carney-v-kain-wva-1895.