Conn v. Hardin

284 S.W. 1077, 215 Ky. 307, 1926 Ky. LEXIS 708
CourtCourt of Appeals of Kentucky (pre-1976)
DecidedJune 22, 1926
StatusPublished
Cited by3 cases

This text of 284 S.W. 1077 (Conn v. Hardin) is published on Counsel Stack Legal Research, covering Court of Appeals of Kentucky (pre-1976) primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Conn v. Hardin, 284 S.W. 1077, 215 Ky. 307, 1926 Ky. LEXIS 708 (Ky. 1926).

Opinion

*308 Opinion óp the Court by

Commissioner Sandidge

Affirming.

The questions presented by this appeal may be correctly determined only by correctly interpreting the will of Joseph P. Gheens, the pertinent parts of which read:

“First: I give to my dear wife,- Mary V. Gheens, all rents and profits arising from my real estate, dioses in action, notes, and all money I may have in bank after all of my just debts have been paid.
“Second: After the death of my wife the real estate is to be divided between my daughter, Alice G. Conn, and the two children -of my deceased son, Chas. R. Gheens, share and -share alike, the share of the. two children to be placed in bonds of the. city of Louisville, or water company, bonds, the interest to be paid semiannually to their mother during their minority; when they become -of age, said interest shall be paid to them until the youngest child arrives at the age of thirty years, when the whole may be paid to them.
“Third: From the proceeds of my life insurance, I direct that one-half be paid to my daughter, Alice G. Conn, and the other one-half to be invested in city of Louisville bonds or Louisville Water Company bonds for the use and benefit of the two children of my deceased"son, Chas. R. Gheens, the income to be paid to their mother during their minority. When they become of age, said interest shall be paid to them until the youngest child arrives at the age of thirty years, when the whole may be paid to them.
“Fourth: When my farm at Avoca, Ky., consisting of 182 acres, is sold, if my executor deems it advisable, the proceeds of said farm shall be divided equally between my daughter, Alice G. Conn, and the two children of my deceased son, Chas. R. Gheens, the share of said two children shall be invested in city of Louisville bonds or Louisville Water Company bonds, and the interest therefrom paid to their mother during their minority and when they arrive at the age to be paid to them. The whole amount coming to them may be paid to them when the youngest child arrives at-the age of thirty years. If there is more money than will give them a comfort *309 able support, my executor is directed to loan- the money for their use' and benefit. If the farm is-rented, I desire that the rent be paid to their mother during their minority, and when they become of age, ■ to be paid to them.
‘ ‘ Fifth: I hereby appoint the Fidelity & 'Columbia Trust Company, of Louisville, Kentucky, trustee for the two children, and also 'appoint said com-' pany' executor of this my will, and request that no appraisement be made of my estate.”

A codicil subsequently was added to the will which reads:

“It is my desire that my life insurance policy of five thousand dollars at my death I bequeath,to my daughter, Alice Conn, you to, hold for her on the same condition as stated in my will, if I -should inherit anything from my brother, J. R. Grheens, it is my wish that my daughter Alice Conn shall have two-thirds of what I inherit. I wish to give my sons (C. R. Grheens, deceased) two children (Marie and' Robert Grheens) the other third of what I inherit.”

The controversy relates only to the real estate disposed' of by the will. It was adjudged by the chancellor that under the will the widow, Mary V. Grheens, takes a life estate in all of his real estate, including the farm mentioned in -clause 4, and that Alice CL Conn, testator’s daughter, and Marie Elise Grheens Hardin and Charles Robert Grheens, his granchildren, take the remainder in fee, jointly, one-third each.

By the judgment below the widow, Mary V. Grheens, and testator’s daughter, Alice GL Conn, were granted appeals. This appeal was prosecuted, however, by appellant, Alice GL Conn, and her husband. The other parties, including the widow, Mary Y. Grheens, were made appellees by the statement filed when the appeal was taken. The widow,- Mary Y. Grheens, has' not prosecuted a direct appeal from the judgment rendered nor has she moved for or been granted a cross-appeal on the appeal by Alice GL Conn. For that reason this court is without jurisdiction to hear and determine the question presented for her, that is, that the chancellor erred in adjudging her to have taken only a life estate in the real estate devised by testator and her contention that under the will -she.took an estate in fee in same.

*310 The chief controversy, as the case is presented by the appeal, is that between the remaindermen as to whether they take, as appellant insists, per stirpes, or, as appellees insist, per capita. It is conceded by all parties that the rule is well settled in this jurisdiction that where the subject of a testamentary disposition is directed to be “equally divided,” or to be divided “share and share alike,” or where similar words are used which indicate an equal division between or among two or more persons the persons between or among whom the division is to be made take per captita, unless a contrary intention is discoverable from the will. This court has uniformly recognized and applied that rule, as will appear from Lachland’s Heirs v. Downing’s Exor., 11 B. Mon. 32; Bledsoe’s Admr. v. Bowman’s Admr., 3. Ky. Opinions, 677; Wells v. Newton, 4 Bush 158; Brown’s Exr. v. Brown’s Devisees, 6 Bush 648; Purnell v. Culbertson, 12 Bush 369; McFatridge, &c. v. Holtzclaw, 94 Ky. 352; Bethel v. Major, &c., 24 Law Rep. 398; Hughes v. Hughes, 118 Ky. 751; Kaufman v. Anderson, 104 S. W. (Ky.) 340; Armstrong v. Crutchfield’s Exor., 150 Ky. 641, and Justice v. Stringer, 160 Ky. 354.

By the second clause of the will the real estate is directed to be divided between testator’s daughter and two’ certain grandchildren “share and share alike.” The case then is brought clearly within the rule above, and the chancellor has properly adjudged that the devisees took per capita, unless a contrary intention is discoverable from the will. It is insisted for appellant that, since immediately following the devise to the daughter and two grandchildren ‘ ‘ share and share .alike, ’ ’ the will directed that the “share” of the two grandchildren should be placed in bonds of the city of Louisville and be held in trust for them, it clearly indicates the intention upon the part of testator for the grandchildren jointly to take only one share, or one-half of the estate. If testator, instead of employing the language used, had written in his will that after the death of his wife his real estate should be divided between his daughter, Alice C. Comí, and two children of his deceased son, one-third to each, he might have properly added the words “the share of the two children to be placed in bonds’ of the city of Louisville,” meaning thereby that the share or interest in his estate that they took should be placed in bonds and held for them in trust. The use of the word “share” in the singular to designate the interest in his estate that the two *311 children took does not tend to establish that it was his intention that his estate be divided into two shares, his daughter to take one and his two grandchildren the other.

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Bluebook (online)
284 S.W. 1077, 215 Ky. 307, 1926 Ky. LEXIS 708, Counsel Stack Legal Research, https://law.counselstack.com/opinion/conn-v-hardin-kyctapphigh-1926.