Dixon v. Hosick

41 S.W. 282, 101 Ky. 231, 1897 Ky. LEXIS 206
CourtCourt of Appeals of Kentucky
DecidedMay 4, 1897
StatusPublished
Cited by10 cases

This text of 41 S.W. 282 (Dixon v. Hosick) 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
Dixon v. Hosick, 41 S.W. 282, 101 Ky. 231, 1897 Ky. LEXIS 206 (Ky. Ct. App. 1897).

Opinion

JUDGE BURNAM

delivered the opinion oe the court.

James A. Hosick died, intestate, in 1878, leaving surviving Mm a widow and one child, a daughter. At his death he owned in fee simple two tracts of land situated in Livingston county, Kentucky, one containing 74 acres and the other about 140 acres. After his death, by proper proceedings, the 74-acre tract was allotted to the widow as dower, and the residue of the real estate was set apart to the infant, then about 8 years old. ■ •

In 1881 the widow of James A. Hosick married J. M. Dixon, of Titersville, Florida, and immediately moved, with her husband, to his home in that State, taking with her the infant daughter, who continued to reside with them until her death on December 24, 1891, the infant being at that date about 20 years of age. After the marriage of her mother she was treated by her step-father as if she had been his own child. He boarded, clothed, schooled and provided for her in every way.

In 1883 he qualified as her guardian by appointment of the county judge of Brevard county, Florida, but he never made any settlement of Ms accounts as guardian — so far as the record shows — until after the death of his ward, and his services as guardian were limited to the collection of the small sum obtained from the rent of her land in Kentucky, of which he took possession at the time of his marriage to her mother.

[234]*234After the death of. the infant, William B. Hosick instituted this suit against the defendants, J. M. Dixon.and his wife, the mother of the infant, who were in possession of the land, alleging that he was the grandfather of the infant, who had. died unmarried and childless, without brothers or sisters, nephews or nieces surviving her, and that by law he was the owner of the real estate which descended to her from the estate of her deceased father, who was the son of plaintiff, and prayed that the possession and ownership of such real estate might be adjudged to him.

The claim of the plaintiff is resisted by the defendants, because, they say, after the marriage of-the defendant J.'M. Dixon to the mother Of the infant, the widow of James A. Hosick, which occurred in August, 1881, until the death of the infant on December 24, 1891, defendant Dixon had supported the infant, furnished her with board, lodging, washing, schooling and clothing during this period, and that after her death he had paid $125 for her burial expenses, and a physician’s bill of $250 lor attention and service during her last illness; and he claims that her land was justly chargeable with the repayment of all this money, which amounted in the aggregate to the sum of $3,685, less a credit of $158 which he admits having collected from the rent of the real estate of the infant.

He further alleges that the infant had no estate except the land in contest, and no income during the period except' a small pittance realized from the rent of her land; and that these advancements and disbursements made by him for her, were necessary in view of her sex, age and social environment.

[235]*235He further alleges that after the death of the infant, viz., on the 4th day of April, 1893, he had made a settlement of his accounts as guardian.with the county judge of Brevard county, Florida the county of his and her residence, and that he had been allowed, after deducting all credits to which the estate of the infant was entitled, the sum of $3,525 20 as the balance due to him as guardian; and he prayed that he be adjudged a lien on the land described in plaintiff’s petition, and that it be sold to satisfy this claim for money so advanced by him.

Plaintiff denied the affirmative allegations of the answer, and resisted the relief sought by the defendant on his counter-claim, and the chancellor having found for plaintiff this appeal is prosecuted.

The question involved in this appeal is the legal right of a guardian or person having charge of an infant to have sold the real estate of such infant for the repayment of moneys voluntarily advanced by such guardian for the maintenance and education of the infant, without having pro* viously sought or obtained the authority of a court of chancery to incur such liability or make such disbursements.

The provisions of the statutes bearing upon this question are sections 2,034 (and the sub-sections thereunder) and 2,039, of the Kentucky Statutes, which are as follows:

“Section 2,034. Ho disbursement shall be allowed the guardian for the maintenance and education of the ward beyond the income of the estate, except in the following-cases, unless authorized by deed or will under which the estate is derived:
1. When the ward is of such tender years or infirm health [236]*236that he can not be bound out as an apprentice, or no suitable-person will take Mm as such.
2. When it is best for the ward that the principal of his personal estate shall be applied for his board and tuition,, and the court, upon settlement of the accounts, shall deem such application to have been judicious and properly made. But neither the ward nor his real estate shall be made liable for any such disbursements.
“Section 2039. The several courts of chancery shall have power to'hear and determine all matters between the guardian and ward, require settlements of guardianship accounts, remove a guardian for neglect or breach of trust, control the custody and tuition of the ward and the management and preservation of his estate, and direct a sale of his. real estate, if necessary to the proper maintenance and education of the ward, or for the payment of his debts.”

Section 2,034 limits the disbursements allowed guardians for the maintenance and education of the ward to the income of his estate, unless the ward is of such tender years or infirm health as to make it impossible for Mm to earn any part of his support, but if, upon a settlement of the accounts of the guardian, the court shall deem expenditures for board and tuition made by the guardian to have been judicious and proper, the principal of the personal est tate may be so applied; and this is the limit of the -power given by this section of the statutes to guardians, the statute imperatively declaring that neither the ward nor his real estate shall be liable for such disbursements.

It is true that section 2,039 authorizes courts of chancery to direct a sale of the real estate of infants, if necessary [237]*237to the proper maintenance and education of the ward, or for the payment of his debts, but we think it was the manifest intention of the law that the real estate belonging to infants should not be sold or made liable to charges of any kind until the character and necessity of such proposed liability for his benefit should have been considered and approved by a court of chancery authorized to decree such sale. No other construction will harmonize the,apparent contradiction in the sections of the statutes quoted above, or secure to the infant the protection which it has always been the policy of the law to throw around them. This was the provision of the common law (See Kent, Vol. 2, page 229. 14th Edition; Minor’s Institutes, Vol. 1, page 479,) and the statutes are merely declaratory of the common law on this point.

And this limitation upon the power of guardians to charge the real estate of their wards has been frequently declared by this court. In the case of Chapline v.

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Bluebook (online)
41 S.W. 282, 101 Ky. 231, 1897 Ky. LEXIS 206, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dixon-v-hosick-kyctapp-1897.