Hawes v. Kepley

62 N.E. 720, 28 Ind. App. 306, 1902 Ind. App. LEXIS 27
CourtIndiana Court of Appeals
DecidedFebruary 4, 1902
DocketNo. 4,060
StatusPublished
Cited by7 cases

This text of 62 N.E. 720 (Hawes v. Kepley) is published on Counsel Stack Legal Research, covering Indiana Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hawes v. Kepley, 62 N.E. 720, 28 Ind. App. 306, 1902 Ind. App. LEXIS 27 (Ind. Ct. App. 1902).

Opinion

Roby, J.

Appellees, as executors of the last will of Philip M. Kepley, filed their complaint to obtain a construction thereof; demurrers were overruled, issue formed by general denial, trial by the court, special finding of facts made and conclusions of law stated thereon, to each of which appellants excepted; motion for new trial overruled, and judgment ordering the executors to pay John L. Kepley $500 before making final distribution under the residuary clause of the will. The judgment adjudicates the right of John L. Kepley to the siun named as against the appellants. It is therefore final and appealable.

The complaint after averring the death of Philip M. Kepley, the probate of his will, a copy of which is filed, the appointment of plaintiffs as executors thereof, andthat they duly qualified and are acting in such capacity, states that the defendants are the only surviving children of the testator, [308]*308except Gail Steinliauer and Clara Rice, who are grandchildren; and that said parties are the only ones whose interests will he affected by the construction prayed. Items ten and thirteen of said will are set out. The pleading concludes, as follows: “That doubts have arisen and uncertainties exist as to the true intent and meaning thereof; that these-executors believe, and the said defendant John L. Kepley contends, that the said Philip If. Kepley, deceased, meant and intended by said will, and especially by said two quoted items of said will, to equalize his said children in their respective legacies and interests in said estate, and that he did not intend that one of them should have more than another; that he intended to give each of his said children a specific legacy, equal in amount one with the other; that he intended that each of them should have as a specific legacy the sum of $3,500, and that by a miscalculation he made a mistake of $500 against the said defendant John L. Kepley; that said Philip hf. Kepley did not intend to give his other children $500 more than the said John L. Kepley. Wherefore plaintiffs pray the court for its judgment construing said will, that doubts so existing as to the true meaning and legal effect of the said provision thereof above set forth may be set at rest, and the duties of the plaintiffs in the premises, as well as the rights of the parties in interest, definitely determined and fully protected.”

The will, after directing the payment of debts and funeral expenses, devised certain specified property, real or personal, to each of the testator’s children, and also to the grandchildren named, each of whom represent a deceased child. The property thus devised is valued by the testator in each instance. Items ten, thirteen, and fourteen are as follows: (10) “After the death of my said wife, it is my wish, and I so will, devise, and direct, that the following legacies shall be paid to equalize my children in values, taking into consideration the real estate hereinbefore devised to them respectively, and to make my son Charles A. [309]*309also equal in amount to wit: To Sally Parker, $1,500; to Anna Belle Morris, $1,500; to Haney I. Boland, $1,000; to David M. Kepley, $500; to Martha E. Hawes, $500; to Charles A. Kepley, $500.” (13) “All the rest and residue of my estate, real, personal, and mixed, that may remain after the death of my said wife, .and the full ■ and complete adjustment of the legacies hereinbefore set forth, I will and devise to my children Sallie Parker, Anna Belle Morris, Haney I. Boland, Martha E. Hawes, David M. Kepley, John L. Kepley and Charles A. Kepley in equal portions, share and share alike. And in case of the death of any of my children or grandchildren, legatees herein, before settlement of my estate, that the child or children of the body of such deceased one shall take the legacy'of the father or mother; and, if no such child or children shall be living at the time, the legacy shall revert to my estate. (14) I have tried herein to make a fair and equitable distribution of my estate, and I believe that I have succeeded; and it is my will, and I so direct, that, should any of the legatees herein (I do not include my wife) attempt to break or set aside any of the provisions of this my last -will and testament, he, she, or they so doing shall take nothing hereunder, but the share or shares of those contesting shall go to the other legatees not contesting, in equal portions, share and share alike.”

The valuation placed upon the real estate devised to John L. Kepley was $3,000. The total amount given to each of the others, including that bequeathed by item ten, was $3,500. The contention is that the language used creates an implied bequest of $500 to John L. in order to make him equal with the others, and that the testator, by miscalculation, made a mistake, and did not include a bequest of that sum to John L. Kepley in item ten.

The demurrer for want of facts questions the sufficiency of the complaint to obtain from the court a construction of the will, but does not present any question as to the char[310]*310acter of the, construction to be given to it. The right of executors to obtain the construction of the will in connection with the discharge of the duties of their trust is well established. Such construction will be declared when the provisions of the instrument are ambiguous or doubtful, but where the will is plain upon its face, courts will not entertain a suit to construe. Baxter v. Baxter, 43 N. J. Eq. 82. The statement that John L. Kepley was claiming $500 thereunder, when considered in connection with the law relative to implied bequests, and the provision of the will above quoted, show facts capable of creating doubts justifying a construction by the court.

It is not shown, except by a very liberal inference, that there is any necessity for such construction. The complaint fails to aver that any fund is on hand for distribution or indeed that there will ever be any fund for distribution. Courts do not construe wills unless an immediate necessity therefor exists. Bullard v. Attorney-General, 153 Mass. 249, 26 N. E. 691; Griggs v. Veghte, 47 N. J. Eq. 179, 19 Atl. 867; Traphagen v. Levy, 45 N. J. Eq. 448, 18 Atl. 222; Meacham v. Graham, 98 Tenn. 190, 39 S. W. 12. And the court will on its own motion inquire if such necessity exists. Meacham v. Graham, supra. The complaint was, in this respect, deficient, but, in as much as the meaning of the instrument has been argued by both parties, a construction will be given to it waiving the defect indicated.

The exceptions to the conclusions of law and the motion for a new trial presents the question whether, under the items of the will above set out, John L. is entitled to $500, notwithstanding the omission of his name from item ten.

As a general proposition, it may be said that a statement that the testator has devised or bequeathed something in another part of the will, when in fact he has not done so, is construed as showing a purpose to devise such property, and the intention is carried out by the courts. Hunt v. Evans, 134 Ill. 496, 25 N. E. 579, 11 L. R. A. 185. The [311]*311language used, in item ten is not equivalent to such recital. “I will * * * that the following legacies be paid to equalize my children in values.” Then follow specific devises to certain named persons. In item fourteen the testator states his belief that he has made a fair and equitable distribution, not necessarily an equal one.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In the Matter of Estate of Newman
369 N.E.2d 427 (Indiana Court of Appeals, 1977)
Krick v. Farmers and Merchants Bank of Boswell
279 N.E.2d 254 (Indiana Court of Appeals, 1972)
Mundhenk v. Bierie
135 N.E. 493 (Indiana Court of Appeals, 1922)
Rothschild v. Weinthel
131 N.E. 917 (Indiana Supreme Court, 1921)
Porter v. Union Trust Co.
108 N.E. 117 (Indiana Supreme Court, 1915)
Shriver v. Montgomery
103 N.E. 945 (Indiana Supreme Court, 1914)

Cite This Page — Counsel Stack

Bluebook (online)
62 N.E. 720, 28 Ind. App. 306, 1902 Ind. App. LEXIS 27, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hawes-v-kepley-indctapp-1902.