Cook v. Hart

117 S.W. 357, 135 Ky. 650, 1909 Ky. LEXIS 249
CourtCourt of Appeals of Kentucky
DecidedMarch 19, 1909
StatusPublished
Cited by6 cases

This text of 117 S.W. 357 (Cook v. Hart) 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
Cook v. Hart, 117 S.W. 357, 135 Ky. 650, 1909 Ky. LEXIS 249 (Ky. Ct. App. 1909).

Opinion

Opinion op the Court by

Chiep Justice- Settle—

Reversing.

This appeal involves a construction of the will of John Johnson, Sr., who died in Nelson county in May, 1891. The will is in words and figures as follows :

“I, John Johnson, Sr., of the county of Nelson and State of Kentucky, do make and publish this my last will and testament hereby revoking any former will which I may have heretofore made:

(1) I desire my just debts and funeral expenses paid.

‘ ‘ (2) I devise to the- children of my dead daughter, Mary Hart, to be equally divided among them, their -farm above Bardstown on which their father now resides; and in the distribution of my estate I value said farm at -twelve thousand dollars. I make no charge whatever against them for rent or-for use of said farm, nor for taxes which I have paid on it. In fact I want this valuation of the farm to cover all advancements to them and their mother. I also give them three thousand dollars.

“ (3) I devise to my son John, all of my real estate south of the Beechfork and in the settlement of my estate I value said land at fifteen thousand dollars, and this valuation is to cover any and all advancements made to him, whether in the way of use of the place, taxes thereon, or otherwise.

í£(4) I devise to my daughter, Cassie, my home place, containing about 600 or 700 acres to be hers as [653]*653long as she lives, and at her death to go to her children. I also give all the homestead and kitchen furniture, provisions, live stock, farming implements, gears, buggy and harness. Also all the meat, corn, hay and oats on hand at my death, and $5,000.00 in money. All of which I value at $15,000.

• “ (5) I devise to my daughter, Nannie Cook, $15,- • 000.

“(6) I devise to.my son, John, in trust for my daughter Bettie, ten (10) $10,000.00 Logan county bonds, the net income to be paid her every six months, as long as she lives, and at her death the principal to be divided among my heirs in accordance to the number of children which each may then have; said division to be ‘per stirpes.’ I also give to my daughter, Bettie, the right to occupy a room in the house which I hereby devise to Cassie as long as she (Bettie) may live or remain unmarried.

“(7) I give to Octavia Barnes $400.00, provided she stays with and helps Cassie with her housework for four years after my death.

“(8) The real estate which I devise to my son, >J olm, is to be his only during his life and at his death to go to his children.

'“(9) I also give my son, John, the stock in the Louisville & Nashville Railroad Company.

“(10) I hereby constitute and appoint my son, John, the executor of this will and ask the court to allow him to qualify without giving security. As executor he is to have no commissions in any part of my estate, except upon that part used in paying my debts and funeral expenses and costs of administration, and that disposed of under the twelfth clause of this will. I appoint my friend, Ben Johnson, as the legal adviser of my executor.

[654]*654“ (11) In case any of my devisees should institute legal proceedings to break or annul this will then such as do shall have no part of my estate.

“(12) All of the remainder of my estate I want equally divided among John Johnson, Nannie Cook end Cassie Barnes, and the children of Mary Hart. The Hart children to have one-fourth, and John, Cassie and Nannie, each to have one-fourth. Bettie is to have no more of my estate than the income from the Logan county bonds and a comfortable room in my house as hereinbefore set out.”

At the time of his death the testator owned real and personal estate amounting in value to $120,000. Four of his children were then living, viz., John Johnson, Jr., Nannie Cook, Cassie Barnes, and Bettie Johnson, the last an unmarried daughter. Another daughter, Mary Hart, died before the testator, leaving surviving her three children, Clarence Hart, Al. J. Hart, and' John Hart, all adults. It will be observed that the will of the testator, with the exception of $10,000 in Logan county bonds bequeathed by the sixth clause to his daughter Bettie Johnson, devised all the residue of his estate to his three other children and the sons of his deceased daughter, Mary Hart, one-fourth to each of the children, and one-fourth to the three sons of Mrs. Hart jointly. It will further be observed that the $10,000 in Logan county bonds disposed of by the sixth clause of the will were bequeathed by that clause to John Johnson, Jr., in trust for Bettie Johnson; the net income thereof to be paid the cestui que trust every six months “as long as she lives and at her death the principal to be divided among my heirs in accordance to the number of children which each may then have; said division to be per stirpes.”

[655]*655Bettie Johnson died April 27, 1908, and shortly thereafter the appellant, Nannie Cook, filed in an action which had previously been brought in the Nelson circuit court by the executor to settle the testator’s estate and was still on the docket, a supplemental answer and cross-peition setting up the death of Bettie Johnson and averring that at the time of her death she (Nannie Cook) had 12 children, her sister, Cassie Barnes 5 children, and her brother, John Johnson, Jr., 4 children, all of whom were living, and that the 3 sons of her deceased sister, Mary Hart, were still living, making altogether 24 grandchildren of the testator. The pleading in question contained a prayer for the distribution of the $10,000, the income of which .Bettie Johnson had received down to the time of her death, in the proportion of 12-24 to the appellant Nannie Cook, 5-24 to Cassie Barnes, 4-24 to John Johnson, and 1-24 each of the three sons of Mary Hart, deceased. At the succeeding term of the court, Clarence Hart and A. J. Hart filed a joint answer to the cross-petition of the appellant, Cook, in which they claimed to be “heirs” of the testator in the meaning of the sixth clause of the latter’s will, and alleged that at the time of Bettie Johnson’s death Clarence Hart had 10 children, A. J. Hart 2 children, and their brother, John Hart, had no children. The answer, while admitting that Mrs. Cook had 12 children, Mrs. Barnes 5, and John Johnson 4, denied the right of tlio parents to demand a distribution of the fund in question on the basis proposed in the cross-petition, and averred that at the time of the death of Bettie Johnson there were living 33 children of the “heirs” of the testator, and that the fund left by Bettie Johnson should be distributed as follows: 12-33 to Mrs. Cook; 5-33 to Mrs. Barnes; 4-33 to John John[656]*656son; 10-33 to' Clarence Hart; 2-33 to A. J. Hart; and to John Hart nothing. The special judge by whom the case was tried in'the court below construed the will according to the contention of the appellees Clarence and A. J. Hart, and entered judgment distributing the fund in controversy as asked by them. Nannie Cook, being dissatisfied with the judgment prosecutes this appeal.

The language of the sixth clause of the will very clearly shows it was the intention of the testator that the remainder in the trust fund, the income of which his daughter Bettie had enjoyed until her death, should be distributed to certain persons in proportion to the number of children each might have at the time of Bettie’s death. The difficulty is as to the identity of the beneficiaries.

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Cite This Page — Counsel Stack

Bluebook (online)
117 S.W. 357, 135 Ky. 650, 1909 Ky. LEXIS 249, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cook-v-hart-kyctapp-1909.