Clarke v. Clarke

56 Ky. 698
CourtCourt of Appeals of Kentucky
DecidedJanuary 23, 1856
StatusPublished
Cited by3 cases

This text of 56 Ky. 698 (Clarke v. Clarke) 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
Clarke v. Clarke, 56 Ky. 698 (Ky. Ct. App. 1856).

Opinion

Judge Simpson

delivered the opinion of the court:

David Clarke died intestate in October 1854. No administration seems to have been granted on his estate, but the widow and heirs entered into a written agreement that Robert Clarke, the brother, and Benjamin Clarke, one of the sons of the intestate, should make sale of, settle and distribute his estate without the appointment of an administrator.

A petition in equity was filed in this case by part of the heirs, setting forth the foregoing facts, and also alledging that the advancements, which the intestate had made to his children were about equal, except that he had advanced to the defendant, James Clarke, one of his sons, about seventy acres of land, worth a least twenty-one hundred dollars, which was that much more than either of his other children had received. They prayed that the advancements might be settled, and for a distribution of the proceeds of the estate, &c.

The testimony in the cause establishes the fact, that the land, in the petition mentioned, was sold by the intestate to his son James Clarke, and that after the sale, he gave to him five hundred dollars, of the purchase money, and surrendered to him his notes for the same, stating at the time, that he intended to give him that much more of his estate, than his other children were to have. And the question is, [705]*705whether under these circumstances, this sum is tobe charged to James Clarke as an advancement?

I. Estates of persons dying intestate, since the passage of the Revised Statutes, must be distributed according to it* provisions.

As the intestate died in 1854, his estate must be distributed according to the provisions of the Revised Statutes. The Jaw in force at the time of his death, must determine, not only the persons who are entitled to his estate, but also the manner in which• it shall be divided and distributed among them. It is contended, however, that the questions relating to the advancements made by him in his lifetime, should be decided by the law in force at the time they were made, and that as the gift of the five hundred dollars to his son James was made before the Revised Statutes took effect, its character and legal effect should be determined not by the Revised Statutes, but by the pre-existing law, and to maintain this position, the third section of the act adopting the Revised Statutes is referred to, in which it is declared, that the repeal by that act of all previous statutes of a general nature shall not affect any right established, accrued or accruing, before the Revised Statutes take effect. But we do not think that any light had accrued or was accruing in consequence of any advancement that had been made by the intestate. No right to any part of his estate, existed in any form, in his children, until after his death. He had it completely in his p<.wer during his life to have made any disposition of it he pleased, and to have defeated their right to any part, of it after his death. It. cannot be said, therefore, with any propriety, that they had an accruing right to any part of it during his lifetime, a right must have some basis to rest upon, otherwise it can have no incipient state, or be regarded either as accrued or accruing. As they had no right to any part of the intestate’s estate at the time the gift of the five hundred dollars was made by him, no right accrued to them or any of them at that time to require the character of the gift to be determined by the law then m existence, but the law in force at the time they ac[706]*706quired a right to the estate, must regulate and determine the amount of their respective interests therein, and in doing that must also necessarily determine all questions in relation to the advancements which either of them may have received in the lifetime of the intestate.

By the 17th sec. of the Chapter on Descent and Distribution, Revised Statutes, page 281, it is provided, “that any real or personal property or money, given or devised by a parent, or grand-parent, to a descendant, shall be charged to the descendant, or those claiming through him, in the division and distribution of the undevised estate of the parent, or grandparent, and such party shall receive nothing further therefrom, until the other descendants are made proportionably equal with him, according to his descendible and distributable share of the whole estate, real and personal, devised and undevised.

“The maintaining or educating, or the giving of money to a child or grand-child, without any view to a portion or settlement in life, shall not be deemed an advancement.”

Under the operation of these provisions of the Revised Statutes, all the property, real or personal, which is given or devised to a descendant, by his parent, or grand-parent, must be charged to the descendant, or those claiming through him in the division and distribution of the undevised estate of th e parent, or grand-parent, and that without any regard to the character of the gift, or to the intention of the donor at the time it was made.

The money, also, as well as the property which is given, to a child, or grand-child, is to be charged to him, unless it is given without any view to a portion or settlement in life.

This exception evidently applies alone to money, that is given to be expended for purposes of amusement, or health, or education, or temporary enj oyment of some description, and not with a view to its investment in property, or its appropriation in [707]*707any mode, in which it may be permanently and beneficially enjoyed.

2. A sum of money remitted to a son, which was part of the price of a tract of land purchased by the son of the father before the passage of the Revised Statutes, should be charged to the son as part of the distributive share of his father’s estate, who died after the passage of the Revised Statutes.

If, therefore, the sum of five hundred dollars, which was given to James Clarke by his father, is to be regarded as that much real property, on account of its being part of the price of the land he sold him, then he is clearly chargeable with it, according to the express directions of the statute, and if it be regarded as money, it is not embraced by the foregoing exception, inasmuch as it was given, expressly with the view, to its permanent enjoyment in the use of the land on which he resided at the time, and may, with evident propriety, be said to have been given to him, with a view to a “settlement in life.” He is, therefore, chargeable with it, unless the intention of his father that he should not be, which intention was clearly manifested, by his declaration at the time of the gift, that he intended to give him that much more than his other children, can be made to limit or restrict the operation of the statute.

Where the gift of money is not embraced by the exception in the statute, there is no distinction between a gift of money, and a gift of property. And as the language of the statute is plain and unambiguous there is no room for construction. The provision that the money, or property given, shall be accounted for, is imperative, and there is nothing to indicate that this requisition of the law, was to yield in any degree, to the intention with which the gift was made. The object of the statute seems to be, to produce perfect equality, in distributing the estate of a decedent, not disposed of by will, among the persons entitled thereto.

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Bluebook (online)
56 Ky. 698, Counsel Stack Legal Research, https://law.counselstack.com/opinion/clarke-v-clarke-kyctapp-1856.