Hertz v. Burris

158 S.W.2d 951, 289 Ky. 369, 139 A.L.R. 1138, 1942 Ky. LEXIS 559
CourtCourt of Appeals of Kentucky (pre-1976)
DecidedFebruary 3, 1942
StatusPublished
Cited by1 cases

This text of 158 S.W.2d 951 (Hertz v. Burris) 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
Hertz v. Burris, 158 S.W.2d 951, 289 Ky. 369, 139 A.L.R. 1138, 1942 Ky. LEXIS 559 (Ky. 1942).

Opinion

Affirming.

In November, 1941, appellant and appellee entered into a written contract by the terms of which appellant agreed to purchase of appellee a certain tract of land in Bourbon County, Kentucky. By the terms of the contract appellant agreed to pay appellee a stipulated price per acre for the land after the survey had been made and the acreage ascertained, and appellee agreed to convey the land to appellant by a deed of general warranty sufficient to vest in appellant a good and merchantable fee simple title. In due course of time appellee executed and tendered to appellant a deed purported to convey a fee simple title, but appellant refused to accept the deed and pay for the land on the ground that appellee was not vested with a fee simple title and hence could not convey to him a fee simple title. Appellee, as plaintiff below, then brought this action in the Bourbon circuit court seeking a decree of the court requiring appellant to perform the terms of the contract.

Appellant filed his answer in which he admitted the contract and all material allegations of the petition, except *Page 370 that appellee was able to convey to him a fee simple title in and to the land, and specifically denied that the deed tendered is sufficient to convey a fee simple title. In paragraph 2 of the answer appellant alleged that the tract of land in question was formerly owned by one W.W. Massie who died testate a resident of Bourbon county, Kentucky, and that under and by virtue of the terms of said will the real property of the testator, or that part from which the land here in question is derived, was devised to a trustee appointed under the will in trust for the use and benefit of W.C. Massie, a son of the testator, with remainder to the children or descendants of the body of W.C. Massie, and in the event W.C. Massie died without children or descendants of his body, prior to the death of Anna E. Massie, the surviving wife of the testator, then the remaining interest in the property was devised to Anna E. Massie; but there was no provision made in the will in the event Anna E. Massie died prior to the death of W.C. Massie; that W.C. Massie died without children or descendants of his body, and subsequent to the death of Anna E. Massie.

W.C. Massie died testate leaving a will dated December 8, 1921, a copy of which is filed with the record. After making certain specific bequests, the will, so far as is pertinent to the question here involved, reads:

"I hereby nominate and appoint Security Trust Company of Lexington, Kentucky, Executor of this will, and authorize it to sell and convey any and all property owned by me, except that herein specifically bequeathed, for the purpose of paying my debts and funeral expenses and making final settlement and distribution of my estate. Said Executor may sell said property or any of it, either publicly or privately, or part of it publicly and part of it privately, at such time and on such terms as it may deem best; and its assignment or deed shall vest in the purchaser a complete and perfect title thereto."

After the death of W.C. Massie the Bourbon-Agricultural Bank and Trust Company, as guardian of Elizabeth Clark, filed suit in the Bourbon circuit court against the heirs of W.W. Massie in which it was alleged, in substance, that Elizabeth Clark was one of the heirs of W.W. Massie and that W.C. Massie died without heirs and subsequent to the death of Anna E. Massie, his *Page 371 mother, and that Elizabeth Clark and the other heirs of W.W. Massie were the owners in fee simple of the lands devised to W.C. Massie by the will of W.W. Massie, and prayed a partition of said lands among the heirs of W.W. Massie.

In January, 1922, Edward H. Ingels filed suit against the Security Trust Company as trustee under the will of W.W. Massie and his heirs at law, in which there were made substantially the same allegations in reference to the wills and deaths of W.W. Massie and W.C. Massie and the heirship of the parties, as that set out in the suit of the Bourbon-Agricultural Bank and Trust Company, Guardian, v. W.W. Massie's Heirs, as stated above. It was further alleged that the Security Trust Company was holding certain personal property as trustee for W.C. Massie which passed to the heirs at law of W.W. Massie and should be delivered to these heirs by the trustee. In February, 1922, W.W. Massie's administrator de bonis non with the will annexed, filed suit against the heirs of W.W. Massie, the heirs of W.C. Massie, and the Security Trust Company in its various fiduciary capacities, wherein it was alleged that it was necessary to construe the wills of W.W. Massie and W.C. Massie to determine whether or not upon the death of W.C. Massie the property passed to the heirs of W.W. Massie or to the heirs of W.C. Massie. These various actions were consolidated and tried together, since both involved the same question; namely, the construction of the wills of W.W. Massie and W.C. Massie and to determine the question of whether the land devised by W.W. Massie to W.C. Massie, upon the death of the latter, descended to the heirs of W.W. Massie or to the heirs of W.C. Massie.

The Bourbon circuit court entered judgment adjudging that W.W. Massie died intestate as to the real estate and personal property held by the Security Trust Company as trustee or executor for W.C. Massie, and that in the event Anna E. Massie (widow of W.W. Massie) died prior to the death of W.C. Massie and the latter died leaving no children or descendents of his body surviving him, the real estate owned by W.W. Massie as to which he died intestate passed upon the statute of descent and distribution to his son, W.C. Massie. It was further adjudged that under the proper construction of the will of W.C. Massie he died intestate as to the interest in lands *Page 372 which he received from his father, W.W. Massie, and that his landed estate passed to his heirs at law and that his personal estate passed to his executor for the benefit of his heirs at law. An appeal was taken from the above judgment to the Court of Appeals, which judgment was affirmed. See Bourbon Agricultural Bank Trust Co., Guardian et al. v. Miller et al., 205 Ky. 297, 265 S.W. 790.

Appellant further alleged that appellee acquired title to the tract of land here in question by deed of the Security Trust Company as executor of the will of W.C. Massie, and that said conveyance was executed pursuant to authority conferred upon the Security Trust Company by the will of W.C. Massie, and that by reason of the judgment of the Bourbon circuit court, which was affirmed by this court, appellee was not the owner in fee simple title to the property here in question.

Appellee demurred to paragraph 2 of the answer, which demurrer the court sustained, and appellant failing to plead further, the court entered this judgment:

"1. That the Court is of the opinion that, under the proper construction of the will of W.C. Massie, the Security Trust Company, as executor of the estate of W.C. Massie, was given full and complete power to sell any or all of the real estate belonging to the estate of W.C. Massie;

"2. That the conveyance from the Security Trust Company to Nannie Talbert Burris, filed as Exhibit 'D' with the Answer of the defendant herein, was sufficient to vest in the said Nannie Talbert Burris all of the right, title and interest of W.C. Massie and of the heirs of W.C. Massie in and to the real property described in the petition herein;

"3. That the plaintiff is entitled to the relief which she asks in her petition herein, and the defendant, John D.

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Bluebook (online)
158 S.W.2d 951, 289 Ky. 369, 139 A.L.R. 1138, 1942 Ky. LEXIS 559, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hertz-v-burris-kyctapphigh-1942.