Clore v. Smith

90 N.E. 917, 45 Ind. App. 340, 1910 Ind. App. LEXIS 189
Indiana Court of Appeals·Decided February 15, 1910·No. No. 6,615·Published·Cited by 3 cases

Opinion

Hadley, J.

On November 23, 1887, William A. Kellar departed this life testate, and owning certain lands in Howard county. He left surviving him a widow, three [341] daughters, four sons and two grandsons. On May 17, 1907, the widow, Susan M. Kellar, died, leaving surviving her, as heirs, two daughters and three sons. One of the sons, Charles R. Kellar, died after the death of the testator and before the death of the widow, without leaving surviving him any child or descendant of any child, but leaving a widow, appellee Mahala Jane Kellar, to whom said Charles Kellar, by his will, bequeathed all of his property, real and personal, and one of the daughters, Sarah K. Moore, died after the death of the testator, and prior to the death of the widow of testator, leaving no child or descendant of any child, but leaving a husband, appellee Alonzo W. Moore, and her mother, Susan Kellar, as her only heirs. The will of William A. Kellar provided for the payment of his debts and funeral expenses, and devised to his widow, Susan M. Kellar, all of his personal property of every character absolutely, and a life estate in all of his real estate remaining after the payment of debts. Item three of said will, which is the item involved in the controversy, is as follows:

“I will and devise that at the death of my beloved wife, Susan M. Kellar, that all my said property herein devised then remaining shall be disposed of as follows, to wit: That William A. Smith and Henry L. Smith, my grandsons, be each given and paid the sum of $400, and the same is hereby made a charge upon my said real estate, not mentioned in item first of this will, but in no event to be paid until after my beloved wife’s death. And at her death, after the payment of said sums of $400, as herein provided, for the rest and residue of my property to be divided among my children then living and their descendants, such grandchildren, or great grandchildren, as the case may be, to take a parent’s part only; Provided, that said William A. Smith and Henry L. Smith are only to have said sum of $400 each in any event. ’ ’

The question presented here is whether the remainder over in said real estate vested in the children of testator at the time of the testator’s death,' or whether it was a contingent remainder until the death of the widow, Susan M. [342] Kellar, it being eoncéded that the -widow had a life estate in said land. Appellants insist that by the terms of item three the vesting of the estate is postponed until the death of the widow, and cite, as sustaining this construction, the language of said item, which provides that the property is to be divided among the children then living and their descendants, and also the provision that this division shall not be made until after the specific bequest of $400 each to the grandsons shall have been paid. And, to sustain this contention, appellants cite the case of Corey v. Springer (1894), 138 Ind. 506. Appellees, however, contend that by the language of this item the title vested at the death of the testator, and the postponement fixed in item three was merely the postponement of the enjoyment.

1. It is an established principle that the law favors the vesting of remainders absolutely, rather than contingently, and at the earliest possible period, and presumes that words of postponement relate to the beginning of enjoyment and not to the vesting of the estate. Myers v. Carney (1908), 171 Ind. 379; Taylor v. Stephens (1905), 165 Ind. 200.

2. And it will be presumed, in the absence of language in the will repelling the inference, that the words and expressions used were employed in the light of the settled meaning which the law attached to such words and expressions. Taylor v. Stephens, supra; Fowler v. Duhme (1896), 143 Ind. 248. As was said in the ease of Taylor v. Stephens, supra: “Of course, there is no iron rule of law binding words of survivorship to the time that the "will takes effect, and therefore the courts will look to the language of the instrument in endeavoring to ascertain the intention of the testator; but the effect of the rule, prescribing, as it does, the meaning of the will in the absence of a clear expression to the contrary, is to interdict the effort to draw up the intention of the testator from the depths of his words after it is perceived that the intent is not clear. ’ ’ In [343] the case of Heilman v. Heilman (.1891), 129 Ind. 59, the court presents the following rule for determining whether a remainder is vested or contingent: “ ‘"We think that the question of vesting, or remaining contingent, depends upon whether the condition of the intervening estate determining, and the estate over taking effect, is one that must happen some time, and so as to give effect at some period to the second estate, or may never happen. If the former, then the second estate in remainder will always be regarded as vested. But in every case where the existence of the secondary estate is made dependent upon 'a contingency which may never happen, or never happen so as to allow of the vesting of the secondary estate, then' the devise or bequest must be regarded as contingent, as well in its character as in regard to the time when it will come into operation.’ [2 Redfield, Wills, 218, 6.] * * * In Bruce v. Bissell [1889], 119 Ind. 525, this language is used: * * * ‘An estate in remainder is not rendered contingent by the uncertainty of the time of enjoyment. The right and capacity of the remainderman to take possession of the estate, if the possession were to become vacant, and the certainty that the event, upon which the vacancy depends, must happen some time, and not the certainty that it will happen in the lifetime of the remainderman, determines whether or not the estate is vested or contingent.’ ”

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Clore v. Smith, 90 N.E. 917, 45 Ind. App. 340, 1910 Ind. App. LEXIS 189 (Ind. Ct. App. 1910).

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