Flournoy v. Flournoy

67 Ky. 519, 4 Bush 519, 1868 Ky. LEXIS 182
CourtCourt of Appeals of Kentucky
DecidedFebruary 3, 1868
StatusPublished

This text of 67 Ky. 519 (Flournoy v. Flournoy) 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
Flournoy v. Flournoy, 67 Ky. 519, 4 Bush 519, 1868 Ky. LEXIS 182 (Ky. Ct. App. 1868).

Opinion

JUDGE ROBERTSON

delivered the opinion oe the court:

Victor M. Flournoy, a childless citizen of Fayette county, Kentucky, and owner of a large and valuable homestead farm in that county, a plantation in Washington county, Mississippi, three tracts of land in Arkansas, and a large personal estate, died in the year 1865, leaving a widow and a brother and three sisters, his next of kin, and a holographic will, published the 10th of January, 1865, and containing substantially the following among other immaterial provisions:

1. A devise to his widow of sole “possession” of all his estate during her life, “ with the provisions and restrictions” afterwards prescribed.

2. A direction to pay all his debts by the sale of his bank stock or of any of his personal property in Ken-^ tucky, including his cash notes, and the sale, if necessary, •of a portion of his Fayette land.

3. A direction to his executrix to sell, after the close of the then existing civil war, his southern property, and of [521]*521the proceeds, “ retaining one half for her sole use and benefit; the other half to be divided in equal proportions between my brother and sisters, or, in case of the dea.th of any of them, to their children, in such pro rata division as the law makes in such cases; provided, however, that from that portion going to my sister, Betsy J. Johnson, the sum of ten thousand dollars, with its interest, due me from Captain Henry Johnson, is to be subtracted; also, from my brother’s portion, the sum of six thousand dollars loaned money, due me, with interest at eight per cent, per annum from this date until paid; also, from the portion' of my sister, Emily M. Ward, the amount of R. J. Ward’s note of about five thousand dollars, with the interest accrued thereon.”

4. So much as remains of what is now material is as follows: As it respects my Kentucky farm, negroes, stock, &c., on said farm, it is my will that so much of it as may remain after paying my debts, as above provided, my wife, Elizabeth J. Flournoy, is to have and hold for her sole use and benefit, so long as she shall live, and at her death shall have the right to will, in fee simple, one half of all my property left; the other half to be divided among my brother and sisters, or their children, as above described; provided, however, and I so distinctly understand it, that all the advantages, privileges, and’ benefits granted to my wife apply, and are to be employed by her, only so long as she remains a widow. If she marries, then, and in that case, it is my will that all my property is to be taken possession of by an administrator to be appointed by the court, and as soon as possible sold and divided amongst my brother and sisters, first paying to my widow, or whoever she may then be, the sum of five thousand dollars, as her portion of the same.”

[522]*522The widow, as executrix and devisee,^ claiming more than the testator’s brother and sisters would concede, brought this suit in equity against them for obtaining judicial interpretation of the will and umpirage as to the conflicting claims of the parties.

When the will was published all the testator’s sisters were widows in needy circumstances, as stated in the petition of the executrix. The slaves were all emancipated by the constitutional amendment for abolishing slavery. None of the Southern lands, except a small tract in Arkansas, have been sold; and the debts may be considered as paid without touching either the Fayette farm or the testator’s claims on his brother and deceased brothers-in-law. On the facts thus presented the circuit judge decided that the recited claims'on the testator’s brother and brothers-in-law constituted a portion of his estate as devised to all the parties to this friendly litigation; and, therefore, adjudge to the widow one half as legatee, and which half, adding interest, amounted to about fifteen thousand dollars; and as to the lands, decided that the interest of the brother and sisters was only a contingent remainder, defeasible by their death before division, and, in that event, vested in their children.

This appeal .requires a revision of the decree on both questions involved in it—

1. “ Cash notes,” mentioned as a portion of the property dedicated to the payment of debts, may not apply to the advances made to the testator’s brother and brothers-in-law, because it does not appear that the testator held the note of any'of them except R. J. Ward; nor are those advances included in the devise to the widow, because that devise is made subject to subsequent limitations; and those sums are afterwards expressly given to the [523]*523brother and widpws of the deceased brothers-in-law, and treated as advancements, to be thrown into hotchpot for equalizing among themselves the distributive portions of the testator’s brother and sisters. That fund cannot, therefore, be consistently considered assets for the payment of debts; nor, as it is expressly disposed of otherwise, can it be constructively included in the beneficial bequest to the widow ? But this court must treat it, as the testator evidently intended, as an advancement, to be subtracted from the portions of those to whose use it had been made, and whom, in their admitted destitution, he did not intend to harass by an useless and oppressive attempt at unnecessary coercion, even if the gift of the fund to them should subject his homestead to sale for debts, ahd, therefore, the widow is entitled to no portion of it as assets or otherwise; and, consequently, the decision of the circuit court on this subject was erroneous.

2. The testamentary disposition of the southern property does not vest in the widow a freehold interest, but merely gives to her the possession and curation, without title in re; and the title thus undisposed of by the will descended to the testator’s brother and sisters as his heirs, and only heirs. This interpretation, quite obvious on the face of that devise, is concluded by the significant fact that, as to the homestead farm, the devise to the widow is expressly a freehold title during her life or widowhood.

Then the entire fee in the southern lands being in his heirs when he died, we could not reasonably presume or admit that the testator intended that the subsequent death of any one of those heirs and devisees should translate his or her interest to children, not as their heirs, but as his devisees. It is much more reasonable to suppose that the contingent provision for the children was intended to apply only to those of any of his primary devisees who [524]*524might not survive him, and, therefore, could not take under the will, and whose children could not take representatively or otherwise, without such an express provision as the will makes on that contingency. The children, more remote and comparatively strangers, perhaps unknown and even unborn, only representatively called for the testator’s bounty. His first and controlling object was to provide for his brother and sisters, whom he regarded with peculiar affection, and, therefore, made the recipients of one half of his large estate in any event, and of the whole of it., except five thousand dollars, in the event of his wife’s marriage.

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Bluebook (online)
67 Ky. 519, 4 Bush 519, 1868 Ky. LEXIS 182, Counsel Stack Legal Research, https://law.counselstack.com/opinion/flournoy-v-flournoy-kyctapp-1868.