Faulkner v. Faulkner

110 S.W.2d 465, 270 Ky. 693, 1937 Ky. LEXIS 143
CourtCourt of Appeals of Kentucky (pre-1976)
DecidedNovember 19, 1937
StatusPublished
Cited by7 cases

This text of 110 S.W.2d 465 (Faulkner v. Faulkner) 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
Faulkner v. Faulkner, 110 S.W.2d 465, 270 Ky. 693, 1937 Ky. LEXIS 143 (Ky. 1937).

Opinion

Opinion op the Court by

Judge Perry

Affirming in part and reversing in part.

D. W. Faulkner and Ms wife, Lucinda, lived for the greater part of their lives in Whitley county, Ky.

By frugal living and industry, they accumulated a small estate of some $600 or $700 of personal property and the small farm here involved, described as-lying in three tracts and containing a total of some 30 acres.

It appears that in June, 1914, when both the husband and wife had reached a very advanced age and its attendant infirmities were bearing heavily upon them, with the further weight of mental incapacity added to the burdens of the wife, the husband, D. W. Faulkner, wishing to put his house in order and.desiring to safeguard the provision he wanted to make for the comfort and support of his disabled mate, should she survive Mm, to such end undertook to distribute a certain equal part of his estate to each of his five children. These advancements were to be made them in consideration of their agreeing to relinquish all future claims against the estate thereafter left, which he wished to settle upon his wife, free from any and all dispute on the part of their children, as to how it might be used or encumbered by her, so far as found required for providing her with the support, medical attention, etc., called for by reason of her age and incapacity.

He attempted to carry out this plan by then making an advancement out of his estate to each of his children of $500 in money, or land estimated to be of such *695 value, for which he asked their receipts, reciting that such parts of his estate had been paid them in consideration of their waiving all further right or claim to any part or interest in his remaining estate, as his prospective heirs.

Under such an agreement these advances were made or offered to all of the children, three of whom accepted and receipted therefor as requested; the fourth child, Tom Faulkner, accepted a deed of conveyance of a certain tract of land, made him pursuant to such understanding, but failed to give the requested receipt therefor, while the fifth child, Joe Faulkner, though accepting the possession and use of an 11-acre tract the father had likewise offered to convey him in satisfaction of his expected inheritance, declined to accept a deed thereto, offered upon such terms, upon the ground that its value was less than that given the other children.

In October, 1919, a few years after the father’s making of these advancements to his children, and in harmony with the terms of which they appeared to be satisfied to hold the property received by them thereunder, he died intestate, leaving surviving him his widow, Lucinda Faulkner, and the five children, to wit: Thomas C. Faulkner, Martha J. Provins, L. M. Faulkner, Joseph E. Faulkner, and Nancy Triplett.

The intestate’s son, Tom Faulkner, was appointed and qualified as the administrator of his estate.

It appears by the testimony given by the children upon the later hearing of this case that, after making these stated advancements to the children, it was the father’s intention to effectively carry out his intended plan by willing to his wife the home place, containing some 18 acres (that only remaining of his estate after the stated advancements were made to his children), so as to devise her a life estate in this property, with the right to use or encumber same so far as required for obtaining her needed comfortable support and maintenance, but that this plan was frustrated and failed by reason of his later rather sudden death, intestate.

Further, it appears that Tom Faulkner, appointed as the deceased’s administrator, notwithstanding the agreement claimed to have been had with the children in consideration' of the father’s advancements made them, allotted to the widow only a homestead of 12 acres out of the 18 acres contained in the home place, *696 and had set aside to her all the cash and personal property, appraised at a total value of some $700 though, because of her then mental incapacity, he testifies it was paid over to him as administrator, to be applied by him for her use and benefit.

It further appears that following such disposition and allotment of the decedent’s estate to his widow, she being left in her home alone and without proper provision made for her care or the supplying of her needs, that her daughter, Mrs. Nancy Triplett, came from her home in Florida to that of her mother, where she undertook the service of looking after, her .welfare and the management of her farm.

Failing to realize a sufficient income from her management of the home place with its 18 acres to provide for their mother’s support, and the administrator having failed and refused to turn over to her the fund which had been paid over to him for her use and benefit, she instituted proceedings to have the mother adjudged incompetent and herself appointed as a committee to look after the welfare of the mother, with the further direction made that the administrator pay into court the fund remaining in the hands of the money which had been set aside to the mother, and that $30 of such amount be paid over to her each month for her ward’s use and benefit.

"Within a few days after the court’s making of these orders, this suit was filed by the administrator of the estate, Thomas C. Faulkner, with L. M. Faulkner and Martha J. Provins joining as co-petitioners, wherein was alleged the death intestate of D. W. Faulkner in 1919, when the owner in fee of three tracts of land, to-wit, an 11-acre tract and the two further tracts, originally comprising the home place which had been divided into the homestead tract of 12 acres allotted to the widow, and the remaining 6-acre tract thereof not embraced within its allotment; further they alleged that upon the death of the decedent these lands .had descended to the five named children and heirs at law of the decedent, subject to the homestead interest of the widow therein. Further, it was alleged that the defendant Nancy Triplett was not a fit and proper person to act as committee for their aged mother, for the reason that she was unable, by reason of her own incapacity,, to properly care for the mother, and, further, was at *697 tempting to convert to her own use the property and funds allotted to their mother, for which reason they asked that these three tracts of land, not being susceptible of division and allotment in kind to them without material injury to their interests, all be directed sold, subject to the homestead right of the mother in the one tract and for the division of the proceeds among them.

Answers and counterclaims were filed by the defendants, Nancy Triplett and her brother, Joe Faulkner, wherein it was set out that the plaintiffs were estopped, by reason of their settlement agreements, under which they had received from their father an advancement of their prospective shares in his estate in consideration of their releasing all further claims thereto, from now asking a sale of the remaining property and a division of the proceeds among them, having surrendered all claims thereto.

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Cite This Page — Counsel Stack

Bluebook (online)
110 S.W.2d 465, 270 Ky. 693, 1937 Ky. LEXIS 143, Counsel Stack Legal Research, https://law.counselstack.com/opinion/faulkner-v-faulkner-kyctapphigh-1937.