Farmers Elevator Co. v. Casey

134 P.2d 665, 156 Kan. 590, 1943 Kan. LEXIS 63
CourtSupreme Court of Kansas
DecidedMarch 6, 1943
DocketNo. 35,806
StatusPublished
Cited by10 cases

This text of 134 P.2d 665 (Farmers Elevator Co. v. Casey) is published on Counsel Stack Legal Research, covering Supreme Court of Kansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Farmers Elevator Co. v. Casey, 134 P.2d 665, 156 Kan. 590, 1943 Kan. LEXIS 63 (kan 1943).

Opinion

The opinion of the court was delivered by

Parker, J.:

This action requires a determination of the right, title and interest acquired by a widow, sole devisee under the last will and testament of her husband, in the homestead devised to her and occupied by her as such, as against the allowed general claim of a creditor, not given for improvements upon or for any part of the purchase price of that Homestead.

On the 8th day of September 1938, John Casey died, a resident of Russell county, leaving a last will and testament. This will named his widow as sole devisee and specifically devised all of' his property to her. It also contained the following language:

“It is my wish and desire that all of my just debts, funeral expenses and expenses if any of my last illness be paid out of my estate and I hereby pledge my whole estate for that purpose and request that the same be done as soon as may be conveniently done, and that the balance of my property, both real and personal and mixed and wheresoever situated and located, be disposed of in the following manner, that is to say: (a) I give, devise and bequeath to my beloved wife Elizabeth Casey, all of my said estate consisting of all of my property both real and personal and mixed and wheresoever located and situated and for her absolute property forever. I especially request that she use good judgment in handling said estate, paying all debts and expenses, and handling the balance thereof so that she may have a comfortable home and living during her lifetime, (b) I hereby name and appoint my beloved wife Elizabeth Casey as executrix of this my last will and testament and especially charge that she conform with my wishes and desires herein expressed.”

The will was duly proved and admitted to probate and as provided by statute the widow filed her election to take under such will. Thereafter, the Farmers Elevator Company, appellant herein, filed a claim against the estate based upon a promissory note. It was admitted the note upon which the claim was based was not given for any improvements upon the homestead of the decedent nor for any part of the purchase price thereof. This claim was allowed by the probate court. In due time the executrix filed her petition for final settlement. No objection was made by the appellant until the date set for the hearing of such application. On that date, the appellant filed what is termed a “Petition for Findings and Decree.” This petition, after formal allegations, including averments as to the allowance of appellant’s claim, requested in substance, that upon the probate court’s determination of the devisees under the will and as[592]*592signment of the property belonging to the estate to the persons entitled thereto, that court, in that proceeding, hold as a matter of law appellant’s allowed claim constituted a continuing lien upon the southeast quarter (SE1/^) of section twenty-five (25), township fifteen (15), south range twelve (12), in Russell county, Kansas, so long as said lands were not sold to pay debts of said estate.

At this point it may well be here noted that at no time in this lawsuit has appellant seriously contended the land herein before described was not the homestead of decedent on the date of his death, or that the widow failed to continue to occupy it as such. In fact, it appears from the record, and can be stated without fear of contradiction, that on all dates pertinent to the determination of this appeal, the homestead character of the land was admitted, also that there remained in the estate as assets thereof, no property which could be subjected to the payment of appellant’s claim, unless as urged by it, it had by virtue of the allowance of its claim a continuing lien upon the homestead, which could not be defeated by any conveyance on the part of the widow. If those facts were not admitted the findings made by the trial court definitely determined them. (Sledd v. Munsell, 149 Kan. 110, 86 Pac. 2d 567.)

The probate court, after due consideration of the petition, found contrary to appellant’s contention and rendered judgment accordingly. From that judgment it appealed to the district court of Russell county.

On the appeal to the district court a trial was had, at the conclusion of which the court made findings of fact and conclusions of law wherein it found, among other things, the real estate involved was the homestead of decedent and his wife on the date of his death and had continued to be occupied by her as such, up to and including the 20th day of July, 1942, the date of trial, and was not subject to payment of debts incurred by decedent in his lifetime. Judgment was rendered denying appellant all relief prayed for, from which it has appealed to this court.

Appellant’s specifications of error are quite numerous and somewhat overlapping. Boiled down to their simplest form, they are:

1. That the provisions of the will unequivocally and imperatively require payment of testator’s debts even though to do so might require the sale of the homestead devised to the widow, irrespective of its homestead character.

2. That the final adjudication of the probate court failed to state [593]*593with the definiteness and certainty required by G. S. 1941 Supp. 59-2249, the interest the widow acquired in the real estate.

3. That a creditor of a decedent, whose claim has been allowed in probate court, acquires a lien upon the homestead devised to the widow, subject only to the widow’s right to occupancy under assertion of the homestead rights.

4. That it is the duty of the trial court to speculate upon possible factual situations, which might or might not arise in the future, and render a judgment, declaratory in form, determining the force and effect of appellant’s claim, as against the homestead property, in the event of the happening of contingencies causing it to lose its exempt character.

It will be noted the provisions of the will under consideration, although they included general phrases indicating the desire of the testator that his debts be paid, also contained the following definite and specific language:

“I give, devise and bequeath to my wife Elizabeth Casey, all of my said estate consisting of all of my property both real and personal . . . and for her absolute' property forever.”

This court long ago adopted the rule that the use of merely formal phrases will not make a devise of a homestead subject to the payment of the testator’s debts, and that to subject to the payment of such debts, that property toward which the eye of the creditor need never be turned, in fact, could not be turned, in his lifetime without the joint consent of himself and his wife, the language employed must be unequivocal and imperative. (Cross v. Benson, 68 Kan. 495, 75 Pac. 558; Martindale v. Smith, 31 Kan. 270, 1 Pac. 569.)

Other cases reiterating this principle of law as enunciated by our court, and in addition holding the statement in a will that the testator desires, first, all his just debts paid, adds nothing to the will or to the liability of his estate for his debts are: State v. Bryan, 105 Kan. 483, 185 Pac. 25; Hicks v. Sage, 104 Kan. 723, 727, 180 Pac. 780; Guthrie v. Guthrie, 130 Kan. 433, 435, 286 Pac. 195; Homewood v. Eggers, 132 Kan. 256, 259, 295 Pac. 681; Thornberry v. Fletcher, 91 Kan. 744, 139 Pac. 391; In re Brown, 119 Kan. 402, 239 Pac. 747; Luckenbill v. Bates, 220 Ia. 871, 263 N. W.

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Cite This Page — Counsel Stack

Bluebook (online)
134 P.2d 665, 156 Kan. 590, 1943 Kan. LEXIS 63, Counsel Stack Legal Research, https://law.counselstack.com/opinion/farmers-elevator-co-v-casey-kan-1943.