Dockery's Executors v. Dockery

185 S.W. 849, 170 Ky. 194, 1916 Ky. LEXIS 39
CourtCourt of Appeals of Kentucky
DecidedMay 16, 1916
StatusPublished
Cited by9 cases

This text of 185 S.W. 849 (Dockery's Executors v. Dockery) 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
Dockery's Executors v. Dockery, 185 S.W. 849, 170 Ky. 194, 1916 Ky. LEXIS 39 (Ky. Ct. App. 1916).

Opinion

Opinion op the Court by

Judge Carroll

Affirming in part and reversing in part.

Simco Dockery died testate in Russell county in October, 1914. In Ms will, written in March, 1907, and probated after his death, he devised all of his estate, after making provision for the payment of debts and funeral expenses, to his brother H. M. Dockery, and the children of his brother, Vincent Dockery. The paragraph giving Ms estate to them reads as follows:

“I give and devise to my brother Vincent Dockery’s heirs all of my four farms on Cumberland River in the Hereford Bottom in Russell county and State aforesaid, together with the hill lands adjoining the same. That is all the lands, that I own on the Cumberland River, to the value of fifteen thousand dollars to be equally divided between them and at their death to their legal heirs, and if any of these should die without issue to go to the other heirs of said Vincent Dockery equally and alike and to their legal heirs as above set out. Provided, however, that they may only have the right to cut and use sufficient timber off of any of said lands above devised to make the necessary repairs about the farms and not sell or dispose of any of said timber in any other manner or form whatever. I will and bequeath to my brother, H. M. Dockery, fifteen thousand dollars in bank stocks and cash or cash notes, however, reserving five hundred dollars in bank stock as above provided for a fund forever to keep up my grave, etc., for Ms life time and after his death to his heirs, and the remainder of my estate both real and personal to be sold and the proceeds of same to be divided between my brother Vincent Dockery’s heirs and my brother H. M.- Dockery, as the law directs. And if my brother, H. M. Dockery, should be dead at the time of my death, then same shall go to his legal heirs.”

[196]*196There being some donbt in the minds of the executors as to the construction of this paragraph in the will, this suit was brought for the purpose of obtaining the advice of the chancellor.

One of the questions in the case is, did the children of Vincent Dockery take the whole of his land on the Cumberland River in the Hereford Bottom or only so much of it as was reasonably worth fifteen thousand dollars? Another question is, did these children take, under the clause giving to them all of the land owned by the testator on Cumberland River, the land on the Cumberland River bought by him after the execution of the will or did it become a part of the residuary estate? Another question is, did the children of Vincent Dockery take a fee simple title in the land devised to them or a title subject to be defeated at any time upon their death without issue? Another question relates to the payment of interest to H. M. Dockery on the fifteen thousand dollars devised to him.

The chancellor adjudged that the children of Vincent Dockery took all of the land owned by the testator at the time of his death that was located on the Cumberland River, including the land bought subsequent to the execution of the will. He further adjudged that the children of Vincent Dockery took only a defeasible title in this land, and that if any of them died without issue, then the share of the one dying should goi to the survivor. His ruling on the subject of interest will be noticed when that branch of the case comes to be disposed of.

H. M. Dockery complains of so much of the judgment as gives to the children of Vincent Dockery the land purchased by the testator subsequent to the execution of'his will, or any land of the value of more than fifteen thousand dollars. The children of Vincent Dockery complain of so much of the. judgment as limits them to a defeasible fee, insisting that under the will they took a fee simple title.

(1) On the issue as to whether the children of Vincent Dockery took all the land owned by the testator on the Cumberland River or only so much of it as was of the value of fifteen thousand dollars, we think the chancellor correctly adjudged that they took all the land owned by the testator on the Cumberland River at the time of execution of the will. The language is, “I give [197]*197and devise to my brother Vincent Dockery’s heirs all of my fonr farms on Cumberland Eiver in the Hereford Bottom * * * together with the hill lands adjoining same. That is all the lands that I own on the Cumberland Eiver, to the value of fifteen thousand dollars.” We think it was evidently the intention of the testator to give to these heirs all of this land, and that the words “to the value of fifteen thousand dollars” should be treated merely as an expression of his opinion of the value of the land at the time the will was executed.

It is true that in the petition of the executors, it is averred that at the time of the execution of this will, and when the testator died, this land was worth between twenty-five and thirty-thousand dollars, and. doubtless by oversight this valuation was not denied by the heirs. But this allegation in the petition and the failure of the heirs to deny it in their pleading, should not be allowed to defeat what we conceive to be the intention of the testator.

If this devise should be limited to land of the value of fifteen thousand dollars, it would not embrace all the land he owned, when the will was executed, on the Cumberland Eiver, or the four farms, and the manifest purpose of the testator to give to these heirs the four farms and all of the land he owned on the Cumberland Eiver would be defeated. The principal thought in his mind was that they should have all of the land he owned on the Cumberland Eiver. That is the leading and controlling idea in this portion of the will. And it is reasonable .to infer that at the time of the execution of the will the testator placed a valuation of fifteen thousand dollars on this land and intended that the children should have it at this valuation.

This construction is further strengthened by the fact that he gave to his brother, H. ,M. Dockery, fifteen thousand dollars in bank stock, cash or cash notes, showing, as we think, that he valued this land at fifteen thousand dollars and gave it to these heirs at this valuation in order to make them equal in the distribution of the estate with his brother, H. M. Dockery. If he had intended to only give these children land to the value of fifteen thousand dollars, it seems reasonable to infer that in place of giving to them- all of his land on the Cumberland Eiver, he would have limited the devise to fifteen thou'sand dollars’ worth of land or some equivalent expres[198]*198sion showing his purpose that they should have land of the value of fifteen thousand dollars only.

It is furthermore clear that if the word “at” should be substituted for the word “to” in the clause “to the .value of fifteen thousand dollars,” so that it would read “at the value of fifteen thousand dollars,” there could be no room for dispute as to the exact meaning of , the testator; and it is a familiar rule in the construction of wills that a word may be substituted whenever it is necessary to do so in order to carry out what seems to be the plain intention of the testator. Moore v. Sleet, 113 Ky. 600; Shaver’s Admr. v. Ewald’s Exor., 142 Ky. 472.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Gresham v. Durham
270 S.W.2d 952 (Court of Appeals of Kentucky, 1954)
Commercial Trust Co. of New Jersey v. Clinton
72 A.2d 836 (Supreme Court of Rhode Island, 1950)
Ramsey v. Mahoney's Ex'r
178 S.W.2d 961 (Court of Appeals of Kentucky (pre-1976), 1944)
McElroy v. Trigg
177 S.W.2d 867 (Court of Appeals of Kentucky (pre-1976), 1944)
Dunn v. Dunn
232 S.W. 40 (Court of Appeals of Kentucky, 1921)
Shields v. Shields
214 S.W. 907 (Court of Appeals of Kentucky, 1919)
Sauer v. Taylor's
212 S.W. 583 (Court of Appeals of Kentucky, 1919)
Struss v. Fidelity & Columbia Trust Co.
206 S.W. 177 (Court of Appeals of Kentucky, 1918)
Craig's Administrator v. Williams
200 S.W. 481 (Court of Appeals of Kentucky, 1918)

Cite This Page — Counsel Stack

Bluebook (online)
185 S.W. 849, 170 Ky. 194, 1916 Ky. LEXIS 39, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dockerys-executors-v-dockery-kyctapp-1916.