Ellison v. Smoot's Adm'r

151 S.W.2d 1017, 286 Ky. 768, 1941 Ky. LEXIS 331
CourtCourt of Appeals of Kentucky (pre-1976)
DecidedMay 27, 1941
StatusPublished
Cited by16 cases

This text of 151 S.W.2d 1017 (Ellison v. Smoot's Adm'r) 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
Ellison v. Smoot's Adm'r, 151 S.W.2d 1017, 286 Ky. 768, 1941 Ky. LEXIS 331 (Ky. 1941).

Opinion

Opinion op the Court by

Stanley, Commissioner

Affirming.

Two primary questions before us are unrelated except that they both involve the devolution of title to some of the same property and its distribution as between the same parties. One is the construction of the will of Mrs. Dona B. McQuown. The other pertains to a letter probated as the will of one of her devisees, Mrs. Mary E. Lucas.

I. Other than a preamble, Mrs. McQuown’s will is as follows:

“I bequeath to my dear husband, Lewis McQuown, all of my property, both real and personal for life, at his death I desire the above mentioned property shall be equally divided between my two nieces, Dona E. Smoot and Mary E. Lucas, to be their separate estate free from the use of any husband they may have if either of aforesaid nieces should have no children then her share is to go to the other children of my sister, Elizabeth Ellison.”

*770 Testatrix died in the year 1909, a few days after making her will. Her husband survived her. It does not appear when he died, but it was before the death of Mary E. Lucas, in 1927, and Dona E. Smoot in 1938. Neither of those nieces ever had a child. They were the children of testatrix’ sister and had two brothers, one of whom had a child when Mrs. McQuown died. A son was later born to the other brother. These grandnephews are the appellants. Mrs. Smoot’s husband, personally and as her executor, is the appellee. The question is whether each niece was devised a fee simple title in one-half of Mrs. McQuown’s property upon the death of her husband or was devised a life estate which would have been increased to a fee by giving birth to a child. The circuit court adjudged that a fee simple and absolute title vested in Mrs. Smoot and Mrs. Lucas upon the death of the testatrix’ husband, the late Honorable Lewis McQuown.

The construction of the will is not free from difficulty. The chancellor interpreted the condition attached to the devise of the remainder after the death of the testatrix’ husband, namely, “if either of aforesaid nieces should have no child, ” to be equivalent to the frequently used provision for disposition over if the devisee should die without children or die leaving no child. If that was the intent and is the meaning, the construction of the will is proper for there was an intervening estate (life estate in the husband), and a further disposition beyond the nieces (to the other children of testatrix’ sister) upon a failure of the condition. Under a well-established rule of interpretation such condition is held to have reference to the death of the second devisee before the termination of the life estate-and'as. that did not occur the nieces became vested with full title. Harvey v. Bell, 118 Ky. 512, 81 S. W. 671, 26 Ky. Law Rep. 381; Rankin v. Rankin, 227 Ky. 169, 12 S. W. (2d) 319; Smith v. Webb, 263 Ky. 26, 91 S. W. (2d) 987.

The appellant’s position is in substance that this was a conditional bequest; that it is the same as though testatrix had affirmatively provided that the nieces should have a child born to them in order to get the property absolutely; that what was in testatrix’ mind was the having of a child rather than the death of the nieces without children; or, alternatively, if it be regarded that she had in mind their death without children, *771 then under the peculiar language the condition extended throughout their lifetime. To sustain the argument it is pointed out that part of the estate was family portraits and jewelry and that it was natural for testatrix to want them at least to remain in possession of her own blood and not to go to her husband or be diverted to strangers. If a child should be born to each niece, then he should get the property; if not, her nephews should have it. The difference between a testamentary condition precedent and condition subsequent, with the consequent results, is given in Carroll v. Carroll’s Ex’r, 248 Ky. 386, 58 S. W. (2d) 670. If the testamentary clause under consideration be either, the result would seem to be the same for it would give either a conditional fee or a defeasible fee.

Appellants rely upon Slack v. Downing, 233 Ky. 554, 26 S. W. (2d) 497, where the bequest was to a daughter for life, and the “remainder to such children as she may have in fee simple.” Since no disposition was made in the event the daughter had no child, it was held that subject to the contingency of her giving birth to a child title in the remainder did not pass to anyone under the will; that the daughter inherited it as testator’s sole heir, and that her title was a defeasible fee in the remainder subject to be defeated by her having a child. It does not seem to us that that decision is controlling for there was a specific bequest of the remainder to the child if any should be born. The questionable provision in Mrs. MeQuown’s will is negative. It follows a specific, complete bequest to the nieces, with the defeating clause beginning with and after it. We think “if” in this connection is to be given the meaning of “in case that ’ ’ the nieces have no children. The question is, having no children at what time? As the appellants say, the phrase “have a child” is quite often used in the sense of giving birth to a child. The cases of Nickerson v. Hoover, 70 Ind. App. 343, 115 N. E. 588; Radford v. Rose, 178 N. C. 288, 100 S. E. 249; and In re Havesgaard’s Estate, 59 S. D. 26, 238 N. W. 130, cited by appellant, pretty well support his contention, the terms of the several wills being such that the courts interpreted them as being bequests on condition of a child being born to the legatee. It is not believed that Mrs. Mc-Quown in tended only that in the event each of her nieces had a child she should receive an absolute title, for, *772 though the child only lived a few minutes, the effect would be the same as if he survived his mother. The purpose, suggested by appellants, to keep the estate in her own blood would thus be defeated. It seems to us the circumstances and relationship of the parties — all of them — afford the more reasonable conclusion in respect to the controversial clause to be that she intended that if either niece should have no child at death, then the property should go to testatrix’ nephews. When that conclusion is reached, it is clear that the rule is controlling which construes a bequest to one for life and then to another with an alternate disposition if he should die without issue or a child as meaning’ if he should die before the first devisee. That rule is founded upon sound reasoning and supported by the partiality of the law for vesting a fee simple title. It is so well imbedded in our law as to constitute a part of every will coming within its orbit. We are of opinion, therefore, that the court correctly interpreted the will as having, under the facts, vested a fee simple title in the nieces,

2. Mrs. Mary E. Lucas, one of the devisees of Mrs. McQuown, lost her husband by death while living in Detroit sometime in 1924. Shortly afterward she wrote a long letter to her sister, Mrs. Smoot. This letter is permeated with loneliness, despair and despondency. In the course of it she said: “If I can just keep up. I don’t feel very strong. Have been through with so much. I am not as strong as I was. ’ ’ In the middle of this letter is this sentence: “If I can’t live through it and anything happens to me I want you to have what I have.

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Bluebook (online)
151 S.W.2d 1017, 286 Ky. 768, 1941 Ky. LEXIS 331, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ellison-v-smoots-admr-kyctapphigh-1941.