Hudson's Guardian v. Hudson

169 S.W. 891, 160 Ky. 432, 1914 Ky. LEXIS 482
CourtCourt of Appeals of Kentucky
DecidedOctober 21, 1914
StatusPublished
Cited by2 cases

This text of 169 S.W. 891 (Hudson's Guardian v. Hudson) 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
Hudson's Guardian v. Hudson, 169 S.W. 891, 160 Ky. 432, 1914 Ky. LEXIS 482 (Ky. Ct. App. 1914).

Opinion

Opinion of the Court by

Judge Settle

Reversing.

In this action, brought by the appellees ’William L. Hudson, an infant, and James W. Sagesser, his next friend, against the appellant, Louisville Trust Company, guardian of Wm. L. Hudson, to compel it to pay and deliver to the latter, notwithstanding his infancy, the money and other personal estate belonging to him, held by it as such guardian, the circuit court overruled a demurrer filed by appellant to the petition, sustained a demurrer filed by appellees to appellant’s answer, and, [434]*434by the judgment rendered, directed appellant to make immediate settlement as such guardian; and following-such settlement and its approval, to pay over and deliver to the ward the money or other personal estate shown by the settlement to be in its hands belonging’ to him. From that judgment the guardian has appealed.

It appears from the averments of the petition that the infant appellee, Vm. L. Hudson, became eighteen years of age on November 5,1913, and that on September 3, 1913, he intermarried with Myrtle E. Sagesser in the city of Jeffersonville, Indiana, since which time they have lived together as husband and wife, and that they now reside together in the city of Louisville, Jefferson County, Kentucky. It further appears that all the estate of which Wm. L. Hudson is the owner, consisting wholly of personal property, was devised him by the will of his mother, Mrs. Celestine Hudson, and that this estate has been for some years and is now in the possession of the appellant, Louisville Trust Company, as guardian.

In the opinion of the circuit court the judgment directing the settlement by the guardian and the payment by the latter to the ward of the estate which may thereby be shown to be in its hands belonging to the ward, was authorized by the second clause of the will of Celestine Hudson. Such parts of the will as are regarded material in this connection read as follows:

“Item (1). I give to my mother, Mrs. Madaline Lester Hinds, and to my children William and Elizabeth Hudson, one-third to each, the money due on the policy on my life, in the Knights and Ladies of Honor. The portion bequeathed to my mother to be paid to her and that bequeathed to my children to.be taken in charge for them by their guardian and to constitute a part of their estate.”

“Item (2). All the rest, residue and remainder of my property of every kind and description, I give to my children, William and Elizabeth Hudson, share and share alike, and direct that it shall be turned over to their guardian and by him used for their maintenance, support and education. If anything shall be left after paying these expenses, it shall be turned over to the said children as they respectfully come to the age of twenty-one years or marry.”

“Item (3). I nominate and appoint as executor of this my last will, my brother-in-law, R. W. Shirley, of [435]*435Milltown, Adair County, Kentucky, and direct that no bond or surety shall be required of him as such executor, and likewise nominate ther said R. W. Shirley as guardian of the persons and estate of my said children, and I request that he shall give them the benefit of his experience and business skill and care for them and their estate as if they were his own children, and I likewise direct that bond or security be required of him as such guardian and he be given power to invest this estate so as to make it produce an income for them, and to change said investment when necessary to that end.”

The will was written March 3, 1904, and only a short time before the testatrix’s death. At the September term, 1904, of the Adair County Court the will was duly admitted to probate; the testatrix being at the time of her death a resident of Adair County.

At the same term of the county court at which the will was probated R. W. Shirley, appointed as such therein, duly qualified as executor of the will and guardian of the testatrix’s two infant children. Pursuant to the provisions contained in the third clause of the will Shirley gave a bond as guardian of each of the testatrix’s infant children, but gave none as executor of the will. On January 31, 1905, R. W. Shirley, at a special term of the Adair County Court, made settlement of his accounts as guardian of the infants William L. and Elizabeth Hudson, and tendered his resignation as such guardian, which, by an order of the county court, was accepted and Shirley released from further duties or responsibility as guardian. At the same term the appellant, Louisville Trust Company, was, by an order of the county court, appointed guardian for each of the infants and duly qualified as such.

"It is not alleged in the petition that the appellant, Louisville Trust Company, has been unfaithful in the performance of any of the duties devolving upon it as guardian or that it has not properly managed the estate of the infant appellee, Wm. L. Hudson, but alleged therein that it has, since the marriage of the latter, refused to pay to him, upon his demand, the estate to which he claims to be entitled under the will of his mother, amounting, at the time of the institution of the action, to $2,600.00.

The answer of the appellant denies that the payment or delivery to the infant appellee, Wm. L. Hudson, by it of the estate it holds as his guardian is authorized by the! [436]*436will of Celestine Hudson because of Ms marriage; and alleges, in substance, that it can not legally be done until he becomes twenty-one years of age; that until the happening of that event he is only entitled to be paid such part of the estate as may be necessary for Ms support and the maintenance of himself and wife,, and this much of it he has all along received and is still receiving. Moreover, that Wm. L. Hudson, because of his infancy, would not be bound by any settlement that appellant as guardian might make with Mm; and that such receipt as he might give upon such a settlement would afford no protection to the guardian.

Judging from the language employed in the second clause of the will, it was obviously the intention of the testatrix that her children should receive from the testamentary guardian what remains of the estate bequeathed, when they become twenty-one years of age or marry, respectively, although the marriage may take place during the infancy of the child; and the happening of either of the contingencies mentioned, would, if this expressed intention of the testatrix were carried out, necessarily terminate the guardianship as to the child affected. But can a guardian be given, by will, authority to surrender to his infant ward an estate therein devised him? In our opinion this question must be answered in the negative. The exercise of such power by a testator has never been recognized by the common law, nor has it been conferred by any statute of this State. At the common law, however, a father could, by will, nominate or appoint a guardian for his infant child, and Section 2016, Kentucky Statutes, expressly confers such authority upon the father, in that it provides:

“Any father may, by will, appoint a guardian to his infant child during its minority or for any less period; and may appoint a guardianship of the infant’s estate to one, and the custody, nurture and education of the infant to another.”

Such authority in the father is also recognized by Section 2021, Kentucky Statutes, which provides:

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Cite This Page — Counsel Stack

Bluebook (online)
169 S.W. 891, 160 Ky. 432, 1914 Ky. LEXIS 482, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hudsons-guardian-v-hudson-kyctapp-1914.