Hollenbeck v. Lyon

47 P.2d 63, 142 Kan. 352, 99 A.L.R. 652, 1935 Kan. LEXIS 341
CourtSupreme Court of Kansas
DecidedJuly 6, 1935
DocketNo. 32,384
StatusPublished
Cited by13 cases

This text of 47 P.2d 63 (Hollenbeck v. Lyon) is published on Counsel Stack Legal Research, covering Supreme Court of Kansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hollenbeck v. Lyon, 47 P.2d 63, 142 Kan. 352, 99 A.L.R. 652, 1935 Kan. LEXIS 341 (kan 1935).

Opinion

The opinion of the court was delivered by

Harvey, J.:

This was an action to quiet title to certain real property in the city of Salina. The trial court rendered judgment for plaintiff. Defendants have appealed. The question presented is the construction of a will.

The facts are not controverted and may be stated as follows: Carrie Burton, widow of J. R. Burton, while residing at Salina, but temporarily sojourning in California, died May 31, 1931, leaving a will. This provided: First, that her executor pay all her just debts and funeral expenses.

“Second. After the payment of such funeral expenses and debts, I give, devise and bequeath the income of my property located in Salina (describing the property here in controversy) to (Mrs.) Louella Rudolph Hollenbeck, at present located in Fruitland, Idaho, during her lifetime, then same to be held in trust by executor and used for benefit of needy poor in and around Abilene, Dickinson county, Kansas.”

By a later clause the testatrix nominated P. H. Halleck, of Abilene, to be executor of her will.

The will was filed for probate in the probate court of Saline county, and duly admitted to probate July 23, 1931. P. H. Halleck [353]*353was appointed and qualified as executor and proceeded to administer upon the estate. He made his final report as executor, the estate as such was closed, and he was discharged as executor January 9, 1933. No action was brought by anyone to set aside the will.

At the time of her death Carrie Burton was the owner of the real property in controversy, on which was a business building leased for a term of fifteen years from March 1, 1922, to a corporation which had agreed to pay taxes and insurance and to keep up repairs on the property, and in addition thereto to pay a stipulated sum, monthly, as rent, and which had the option to purchase the property for $30,-000 at any time within the term of the lease. The corporation now occupies the property under this lease. Since sometime prior to the filing of this action, on request of plaintiff and at the direction of P. H. Halleck, the tenant has been paying the monthly rental directly to plaintiff.

Carrie Burton left no surviving husband, child or children, natural or adopted, but left certain named persons, including plaintiff, cousins of deceased, as her only heirs at law as found and determined by the probate court. When a small child plaintiff went to live with and made her home with the Burtons. The Burton home was in Abilene for many years. Prior to the bringing of this action plaintiff obtained from all the other heirs at law deeds running to her for their interest, if any, in the real property in controversy.

It was agreed that Abilene is a city of the second class and has a population of about 6,000; that it is the county seat and located near the center of Dickinson county, which has a population of about 26,000; that needy poor exist in the city, and in the county outside the city, which the city is or may be liable to care 'for and support, as authorized by statute; that Carrie Burton resided for many years in the city of Abilene; that there are a number of other towns in Dickinson county, those closest to Abilene being (distances and directions, approximate) Solomon, nine miles west; Chapman, twelve miles east; Tolland, nine miles north; Enterprise, five miles east; Detroit, six miles east; Holland, fourteen miles south. These conditions existed substantially the same at the time the will was made and at the time of the trial.

Turning now to the legal questions. We first note this is not a contest of the will of Carrie Burton. Plaintiff claims to be entitled to the income from the property in controversy during her lifetime under and by virtue of the “second” clause of the will. Defendants [354]*354concede her right to such income for that time. No party to this action is seeking to set the will aside.

The real question presented is the construction of the phrase in the “second” clause of the will, “. . . then same to be held in trust by executor and used for benefit of needy poor in and around Abilene, Dickinson county, Kansas.” Does this create a valid trust by which the testatrix disposed of the remainder of her estate in the property after having given income to plaintiff for her life? Shortly stated, plaintiff contends the phrase is ineffectual to create such a trust; that the result is the same as though the phrase had been omitted from the will; that Carrie Burton died intestate with respect to such remainder; hence, that it passed by descent to her heirs at law; that plaintiff is one of such heirs at law, and that prior to bringing this action she purchased the interest of the other of such heirs in the property in question; hence, that she is the owner of all rights in and title to the property. Shortly stated, defendants contend the phrase above quoted created a valid trust; that it vested title to the property in question in the trustee, subject to plaintiff’s right to the income thereof for her life, and that after plaintiff’s death the same should be used for the benefit of the needy poor in and around Abilene.

By giving plaintiff the income of the property during her life the testatrix vested in her a life estate. The fact that the probate court, at the time it approved the executor’s final account, found who were the heirs at law of Carrie Burton, and also found plaintiff had a life estate in the property by virtue of the “second” clause of the will, but made no finding of a trust with respect to the remainder, does not preclude either the district court, or this, court, from construing the will and determining whether or not such a trust was created. (Knox v. Knox, 87 Kan. 381, 124 Pac. 409; First Colored Baptist Church v. Caldwell, 138 Kan. 581, 27 P. 2d 237.) Since the case comes to this court on the pleading and written stipulation of the facts, this court may examine the record and determine the legal questions presented with the same freedom the district court could do so. (Palmer v. Johnson, 132 Kan. 161, 164, 294 Pac. 874.) A trust created for the use or benefit of needy poor is for a charitable purpose. (11 C. J. 315.) Ordinarily a testator is presumed to have intended to dispose of all his property by his will, unless something therein indicates a contrary intention. (69 C. J. 91; Jameson v. Best, 124 Kan. 633, 635, 261 Pac. 582.) A testator may intend to [355]*355make a certain disposition of his property, or some part of it, but fail to so word his will as to accomplish his purpose; as when it is so worded as to violate some statute or well-settled rule of law, or when the language used is so uncertain in its meaning that it cannot be applied intelligently, or is too indefinite to carry out the purposes the testator obviously had in mind. These statements are made, not because they are seriously controverted here, but to segregate more clearly the real questions argued.

The intention of a testator with respect to the disposition of his property must be determined from the language used in his will, aided at times by evidence relating to the situation of the property and of the parties. The language used in this will makes it clear that the testatrix intended Mrs.

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Cite This Page — Counsel Stack

Bluebook (online)
47 P.2d 63, 142 Kan. 352, 99 A.L.R. 652, 1935 Kan. LEXIS 341, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hollenbeck-v-lyon-kan-1935.