Graham v. Jones

386 S.W.2d 271
CourtCourt of Appeals of Kentucky (pre-1976)
DecidedJanuary 22, 1965
StatusPublished
Cited by8 cases

This text of 386 S.W.2d 271 (Graham v. Jones) 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
Graham v. Jones, 386 S.W.2d 271 (Ky. 1965).

Opinion

DAVIS, Commissioner.

This appeal presents a question of construction of the will of John J. Jones, who died in 1941. The pertinent provisions of his will before us recite: -

“Item II. I give, bequeath and devise to my wife, Vola Jones, for her natural life the lot [which is then described] * * *
“Item III. After the death of my said wife the property above described will descend to my nearest blood relatives under the laws of the State of Kentucky unless I shall hereafter make a different devise.”

When the testator died he was survived by his widow, Vola Jones, the life tenant mentioned in Item II of his will, and by three brothers, two sisters and the children of two deceased sisters. The testator left no surviving issue or surviving parent.

James and Robert Jones (two of testator’s brothers) and Ida Wood Miracle (testator’s sister), who were living when the testator died, had died when Vola Jones,, the life tenant, died in 1962. Thus, when the life tenant died, William Jones and Zelma Monhollen, appellees, were the only surviving brother and sister of testator.

William Jones and Zelma Monhollen (appellees), as the surviving brother and sister of testator, instituted this action against the children of the testator’s brothers (James and Robert Jones) and testator’s, sister (Ida Wood Miracle) in which they asserted that they, as the sole surviving-brother and sister of the testator, became the joint owners of the entire property, to the exclusion of the testator’s nieces (appellants) .

The trial court was of the opinion that the surviving brother and sister, appellees, take the entire estate to the exclusion of children of the testator’s brothers and sisters who had predeceased the life tenant,. Vola Jones. He predicated this decision-upon his conclusion that “nearest blood relatives” indicates an intention to have the-property pass to persons most directly proximate in degree of relationship. The trial court relied on White v. White, Ky.,. 365 S.W.2d 732, as the basis for his judgment.

• We think the White case, just cited, is. clearly, distinguishable from the one now-being considered. It is true that in the-White case we said that “immediate White- *273 heirs that are living” entitled the surviving brothers of the testatrix to take to the exclusion of nieces and nephews who were the children of other brothers of testatrix. The White will would have been comparable to the will in the present case if it had included the modifying words “under the laws of the State of Kentucky”—and if it had not contained the expression “that are living.” But had the will in the White case contained such language, the result would have been different.

There are certain fundamental precepts which bear upon the construction of wills. The litigants recognize these, but insist that different results flow from their application.

It is apodictic that the intention of the testator as gathered from the four corners of the instrument must prevail unless it is contrary to some positive provision of law or public policy. See 19 Ky.Dig. 1, Wills,

It is well settled that the law favors that construction which results in the early vesting of remainder interests. However, the rule favoring the early vesting will not be used to override the obvious intention of the testator. French v. Peirce, 306 Ky. 450, 208 S.W.2d 327; Boggs v. Baxter, Ky., 261 S.W.2d 684.

The trial coürt concluded that the words “after the death of my said wife the property will descend * * * ” evince the testator’s intention to postpone the vesting of the remainder until the time of death of the life tenant. We believe this is an erroneous construction. In 5 Page on Wills, 3d Ed., § 43.5, pp. 349-350, it is said:

“Equitable estates, in which only the enjoyment thereof is postponed until the determination of the life estate, vest upon testator’s death in the same manner as legal estates. If the gift over,, whether qf legal or equitable nature, is ‘after,’ ‘at,’ ‘upon,’ or ‘from
and after,’ the death of the life tenant, it is held that the gift over vests at the death of testator, as the word ‘after’ refers to possession and not to vesting.”

See also American Law of Property, Vol. V, § 21.9, p. 141, in which the import of such language is evaluated:

“In this situation the words ‘on the death’ or ‘at the death’ or ‘after the death’ of the life tenant merely refer to the termination of the preceding interest in a normal manner, and do not indicate that the remainderman is required to survive the life tenant, or that the remainderman is required to wait until the life tenant in fact dies if the life estate ends before his death, in order to be entitled to possession of the property. It is characteristic of remainders that they wait for the termination of the preceding estate, and consequently, the fact that such characteristic is stated in language which describes the normal ending of the prior estate is no basis for regarding the remainder as being subject to a condition.”

The appellees rely upon American Christian Mission Society v. Tate, 198 Ky. 621, 250 S.W. 483; Beam v. Shirley, 301 Ky. 326, 191 S.W.2d 248; Fischer v. Porter, 263 Ky. 372, 92 S.W.2d 368; Ford v. Jones, 223 Ky. 327, 3 S.W.2d 781; French v. Peirce, 306 Ky. 450, 208 S.W.2d 327; Goodpaster v. Catlett, 260 Ky. 826, 86 S.W.2d 1028; Maingault’s Adm’r v. Carrithers, 295 Ky. 654, 175 S.W.2d 129, and Skiles v. Bowling Green Trust Co., 294 Ky. 211, 171 S.W.2d 235. It would extend this opinion beyond tolerable limits to undertake a detailed analysis of each of the cited cases. However, a careful examination of them reflects that in each there appears a substantial basis for holding that the intention of the testator was so expressed as to indicate that the time of the vesting of the remainder was fixed as of the date of death of the life tenant rather *274 than as of the death of the testator. For example, in Ford v. Jones, 223 Ky. 327, 3 S.W.2d 781, the will expressly provided for ultimate distribution among “all my surviving children, if any, or their natural heirs.” Whereas, in Maingault’s Adm’r v. Carrithers, 295 Ky. 654, 175 S.W.2d 129, the expression “if living” was used as a predicate to the right of remaindermen to take at the conclusion of the life estate.

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Bluebook (online)
386 S.W.2d 271, Counsel Stack Legal Research, https://law.counselstack.com/opinion/graham-v-jones-kyctapphigh-1965.