Gray v. Gray

300 Ky. 265
CourtCourt of Appeals of Kentucky
DecidedJune 15, 1945
StatusPublished

This text of 300 Ky. 265 (Gray v. Gray) 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
Gray v. Gray, 300 Ky. 265 (Ky. Ct. App. 1945).

Opinion

Opinion op the Court by

Stanley, Commissioner

—Reversing.

The late J. H. Gray executed a long and meticulous will on May 5, 1904. For the most part he devised his estate to his wife for life. He never had any children. One of his brothers was Charles Gray, who had seven children whose ages at the time the will was written ranged from seven to seventeen years. The sixth clause of the will is as follows:

“On the termination of my wife’s tenancy by death or remarriage I will my said real estate to my brother Charles ’ children now living to-wit: Robert Henry, Emily, Charles Monroe, known as Roe, James Phillip, Mary Fanny, and Mazie during their lives, they to be joint tenants of said land and they are to occupy and use the same together. Any one of them may sell or lease his interest in said land to any of his co-tenants, but no one shall lease or sell any interest to any other person than [267]*267one of said children or their decendants as hereinafter provided.

“If any one of my said nieces or nephews die either before ór after my death, and leave no living- descendants his interest shall vest in those living under the same conditions as above. Should any one of said children die leaving descendants the said descendants shall take the place of its parents, but no fee shall vest in any descendant until after all of my nieces and nephews above named shall die, when that event happens the title to said real estate shall vest in the descendants of my said nieces and nephews according to their legal rights.”

During the thirty years intervening between the execution of the will and the death of the testator, in 1934, Gray executed four codicils, his brother having died and other changes occurring during the period. But the sixth clause was not modified in any way. The widow died December 30, 1943, without having remarried. In construing this part of the will, the circuit court adjudged : The seven nephews and nieces each take a life estate. Upon death, his or her share then passes to his or her descendants, if any; if none, then to the surviving nephews and nieces. The descendants, if any, take the property with the same limitations as to sale or lease imposed upon the share of his ancestor. Any nephew or niece or successor descendant may sell or lease his' or her share to any other nephew or niece or successor descendant and not to anyone else; but the conveyance or-lease shall have no effect beyond the death of the last surviving nephew or niece. Upon the death of the last survivor, the title to the land shall vest in fee in the descendants of the nephews and nieces per stirpes. Should any of them die leaving descendants and they should die without surviving issue before the death of the last nephew or niece, then and in that event the share in fee that would have otherwise passed to such descendant shall lapse.

All of the nephews and nieces and their adult children seek a reversal of the judgment, and to have the will construed so that the limitations upon the use and title of a farm of 140 acres shall be declared invalid, or,' alternatively, so construed that a conveyance by a nephew or niece to another of the class would give the [268]*268grantee a fee simple title. Only the guardian ad litem for the infants appears in opposition.

We are not authorized to say that the testator intended the limitation over to he merely that if any one of his nephews or nieces dies without having sold his or her share or right in the property, it passes to his or her issue in fee. We are not authorized to delete the limitations which testator placed upon the bequests or to nullify his clear statements that, “no fee shall vest in any descendant until after all of my nieces and nephews above named shall die” and “when that event happens the title to said real estate shall vest in the descendants of my said nieces and nephews according to their legal rights. ’ ’

There is no doubt that the word “descendants” as used in this will is to be regarded as children, grandchildren, and so on. Holloway v. Brown, 181 Ky. 716, 205 S. W. 925.

The will clearly devises ,a life estate to the seven nieces a,nd nephews jointly, with succession in the others as they shall severally die, and devises the remainder over to their respective descendants, who take subject to the same conditions as to occupancy and use and the same restrictions on alienation, and also the limitation that “no fee shall vest” in any of them until after all the life tenants shall have died. We construe this latter clause as meaning that the absolute or fee-simple title shall vest in only such descendants as may have survived the last-life tenant. To state it conversely: Each descendant was given a.remainder in fee subject to be defbated by his antecedent death, i. e., a defeasible fee in remainder. A defeasible fee is defined as one in which a person becomes invested with the fee-simple title subject to.be divested, upon the happening of some contingency provided in the will, as by death before the time fixed for the taking effect of the devise. Wills v. Wills, 85 Ky. 486, 3 S. W. 900; Forsythe v. Lansing’s Ex’rs, 109 Ky. 518, 59 S. W. 854; Dodd v. Scott, 145 Ky. 310, 140 S. W. 528; Slote v. Reiss, 153 Ky. 30, 154 S. W. 405; Murphy v. Murphy, 182 Kv. 731, 207 S. W. 491; Lindenberger v. Cornell, 190 Ky. 844, 229 S. W. 54; Gatto v. Gatto, 198 Ky. 569, 250 S. W. 833; Giltner’s Trustee v. Talbott, 253 Ky. 474, 69 S. W. 2d 981. Of particular pertinence and application are Cooper’s Adm’r v. Clarke, 192 Ky. 404, 240 S. W. 361, and Sipes v. Boehmer, 291 Ky. 824, 165 S. W. 2d 807.

[269]*269The result is that the seven nieces and nephews have only a life estate, subject to the restraints, and their respective descendants a succeeding life estate plus a defeasible fee in remainder. There cannot be a merger of a life estate and a defeasible fee in remainder. 31 C. J. S., Estates, Sec. 126; Abernathy v. McCoy, 91 Ind. App. 574, 154 N. E. 682. Compare Larmon v. Larmon, 173 Ky. 477, 191 S. W. 110. This conclusion is different from the construction of the will by the chancellor, as we have above outlined.

Thus there is presented the questions of the validity of the restraints on alienation, (a) as to time and (b) as to grantees, attached to (1) a life estate and to (2) a defeasible fee.

In short, the provision of the will restrains the alienation of title to the land until the death of the last of the nieces and nephews, except any of them or their issue in succession may dispose of their interests to any of the others, but such disposition or transfer of title does not extend beyond the death of the grantors. This restricts the power of the several beneficiaries to lease or sell their interest in the land only to one another. So long as the seven are living, the class of purchasers is confined to six persons. As they shall severally die, the class is gradually expanded to include their descendants.

It appears that the youngest of the seven nephews and nieces is now forty-seven years of age. Thus, as measured by the Mortality Tables, the fee simple title to the land may remain tied up about twenty-three years longer, or for a total period of thirty-five years following the death of the testator.

The question is whether it was within the law for the dead hand of the testator to reach beyond the grave and control his property, its use and final disposition, in the way he stipulated in his will.

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Frazier v. Combs
130 S.W. 812 (Court of Appeals of Kentucky, 1910)
Dodd v. Scott
140 S.W. 528 (Court of Appeals of Kentucky, 1911)
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Bluebook (online)
300 Ky. 265, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gray-v-gray-kyctapp-1945.