Dorsey v. Bryan

185 S.W. 845, 170 Ky. 275, 1916 Ky. LEXIS 37
CourtCourt of Appeals of Kentucky
DecidedMay 18, 1916
StatusPublished
Cited by12 cases

This text of 185 S.W. 845 (Dorsey v. Bryan) 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
Dorsey v. Bryan, 185 S.W. 845, 170 Ky. 275, 1916 Ky. LEXIS 37 (Ky. Ct. App. 1916).

Opinion

Opinion op the Court by

Judge Carroll.

Affirming.

As stated by counsel for appellant, the only question presented in this record is the construction of the will of John Edward Bryan, the husband of the appellee, Sallie Bryan, and this may be further limited to the inquiry whether under the will she had the power to convey the fee simple title in the property devised to her. The will reads as follows:

‘ £I give, bequeath and devise to my devoted wife, Sallie C. Bryan, all of my estate both real and personal of every description to have and to hold and to enjoy as she may wish and I desire that no appraisement or inventory of my belongings be made and that the honorable court require no bond of her. At the death of my wife, I desire that the Louisville Trust Company, of Louisville, Kentucky, take charge of any and all effects of every description and revert to the best advantage. I desire that the sum of ten dollars be paid to my daughter, Sarah Blance Erdman at once and all remaining balance to be held in trust with accumulating interest for the benefit of my said daughter but no amount other than the sum specified shall be paid to her so long as her husband, Chas. T. Erdman, and they are man and wife and should she.be lawfully separated from him, “Erdman” then the Trust Company is hereby directed to turn all belongings over to my said daughter to have and enjoy as she may wish.
“Should my wife survive my daughter and there be any legal heirs to my estate, I devise and bequeath to each of them the sum of fifty cents, the remaining sum to be paid to the trustee of the first church of Christ Science, of Louisville, Kentucky, for the building fund of said' church. ’ ’

In the law of wills there are many well known rules of construction, but on account of the fact that wills, with rare exceptions, are worded differently, it is often difficult to apply in a satisfactory way any of these settled rules to the particular will, and this accounts for the [277]*277many nice distinctions courts make in will cases in an effort to get at the intention of the testator and also decide under what rule of construction the particular will should fall. And the will here in controversy furnishes another illustration of the truth that many case precedents can be found which apparently authorize two constructions. If the testator had stopped with the clause “I give, bequeath and devise to my beloved wife all of my estate both real and personal of every description, to have and to hold and to enjoy as she may wish,” there could of course be no difficulty in at once deciding that he intended to and did invest his wife with the fee simple title to the estate devised. But when we come to read the entire will it is doubtful if the testator intended to, or if the will should be so construed as to, give to his wife the fee simple title to the estate as these words are usually understood and applied in the law.

But in disposing of the question here presented we do not find it necessary to determine whether or not his wife took the fee simple title, in the broad meaning of these words, as a devisee may have the power to convey the fee simple title in estate devised and yet not be possessed, in the full meaning of these words, of such title. For example, if the devisee has not been given the fee simple title in the estate, she may yet have such power of disposition as will enable her to convey the fee; and the only question with which we need concern ourselves is, did Mrs. Bryan have this power? We think she did.

It would seem that the testator had in mind in writing this will two controlling desires: First, he wanted his wife to use and enjoy the estate as she pleased; and, second, if after she had finished with it anything was left, he wanted his daughter, Mrs. Erdman, to have the remainder. We find no limitation upon the power of the wife to use and enjoy as she pleases the entire estate or upon her power to sell or convey or re-invest it. The daughter was to get only what was left after the wife had used such part of it as she pleased. The testator doubtless thought that his wife might not need during her life the whole of the estate, and therefore he wished any part of it that might be left unused to go to his daughter.

We tbiuk the words “to have and to hold and to enjoy as she may wish” are clearly broad enough in their ordinary meaning to give the power of disposition to the [278]*278wife. She could not well “have and hold and enjoy the estate as she wished” without the right to dispose of it. And to say that she did not have this power would restrict the natural meaning of the words employed by the testator and in part at least defeat what we conceive to be his intention. So that limiting the scope of the opinion to the precise question before us, we find abundant authority supporting the proposition that she did have this power.

In Anderson v. Hall, 80 Ky. 91, the testator gave to his wife, Mary P. Hall, ‘ ‘ all my property, including real and persona! of any and every description whatever, giving her the right to sell and re-invest, as she may desire, any part of the same for her own separate use and benefit, and at her death, I desire that any portion of my estate remaining undisposed of shall go to my three daughters, Mary Davis, Annie Harbison, and Amelia Wilson.” In construing this will the- court said that the testator did not intend to give to his wife the fee in the property but that ‘ ‘ the testator was disposing of his entire estate, and the first object of his bounty being his wife, his plain purpose was to make a liberal provision for her, by giving to her his entire estate for life, with power to sell and reinvest any part of the same for her own use and benefit, and any of his estate remaining undisposed of at his wife’s death to pass to his three daughters. The words ‘for her own separate use and benefit’ were evidently intended to exclude the idea that his children or any one else should exercise any power or control over the estate during the life of his wife, and that she might sell and reinvest for her Own exclusive use, not to acquire an absolute estate, but for her separate use and benefit during life.” To the same effect are: McCullough’s Admr. v. Anderson, 90 Ky. 126; Coats’ Exor. v. L. & N. Railroad Co., 92 Ky. 263.

In Martin v. Barnhill, 21 Ky. L. R. 1666, the provision in the will reads: “I will and bequeath to my beloved wife, Siberia A. B. Barnhill, after my burial expenses and just debts are paid, all of my property, consisting of lands, stocks, moneys, bonds, notes, etc., household and kitchen furniture, to have and to hold, and to dispose of as her own property, as long as she shall live, and after her death to be equally divided among my children or their legal representatives.” And the court said: “We think it was the intention of the testator to provide for the [279]*279comfortable support and maintenance of his wife as long as she should live, and that if necessary, to enable her to attain this object, she was authorizéd to treat the property bequeathed as her own and to dispose of it as her necessities might require; and if at her death any part of it remained undisposed of it should then be equally divided among the testator’s children or their legal representatives. He did not intend that she should sell this property or give it away, but that she should not be hampered in its appropriation to her own necessities.”

In Embry’s Executrix v. Embry’s Devisees, 31 Ky. L. R. 295, the will read: I give to my wife, Sallie A.

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Cite This Page — Counsel Stack

Bluebook (online)
185 S.W. 845, 170 Ky. 275, 1916 Ky. LEXIS 37, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dorsey-v-bryan-kyctapp-1916.