In Re Estate of Sowder

340 P.2d 907, 185 Kan. 74, 1959 Kan. LEXIS 382
CourtSupreme Court of Kansas
DecidedJune 13, 1959
Docket41,402
StatusPublished
Cited by26 cases

This text of 340 P.2d 907 (In Re Estate of Sowder) 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
In Re Estate of Sowder, 340 P.2d 907, 185 Kan. 74, 1959 Kan. LEXIS 382 (kan 1959).

Opinion

*75 The opinion of the court was delivered by

Schroeder, J.:

This appeal involves the construction of a will of a resident decedent, in which the order of final settlement of the estate in the probate court was appealed to the district court.

The principal question presented is whether a residuary gift to one of the decedent’s children, who predeceased the testator without issue, passed to the surviving residuary beneficiaries, since the will contained no language whatever regarding this contingency, or whether such gift passed in accordance with the laws of intestate succession.

The facts in this case are rather simple and are not in dispute. Carey Sowder was a resident of Greenwood County, Kansas, during his lifetime and wrote and executed the will in question on September 19, 1950. On that date he was a widower and all four of his children were living. They were: Richard D. Sowder, Gertrude lone Sowder, George A. Sowder and J. Robert Sowder. Omitting formal parts and the paragraph appointing the executors, the will of Carey Sowder reads:

“I, Carey Sowder of Madison, in the County of Greenwood, in the State of Kansas, being of good health and sound and disposing mind and memory, do make and publish this, my Last Will and Testament, hereby revoking all former wills by me made; and as to my worldly estate and all the property, real, personal and mixed, of which I shall die seized and possessed, or to which I shall be entitled at the time of my decease, I devise, bequeath and dispose thereof in the manner following, to-wit:
“First. It is my will that all my just debts and funeral expenses shall be paid by my executor at the earliest possible date.
“Second. I give and bequeath to my grandson, Robert R. Sowder, One Thousand ($1,000.00) Dollars.
“Third. I give and bequeath to my grandson, John Carey Sowder, One Thousand ($1,000.00) Dollars.
“Fourth. I give and bequeath to my son J. Robert Sowder, Five Thousand ($5,000.00) Dollars.
“Fifth. All the rest and residue of my property, whether real, personal or mixed and wherever situated, shall be divided among the following persons in the following proportions, to-wit:
“Gertrude lone Sowder, daughter, one-fourth (K) interest.
“Richard D. Sowder, son, one-half (&) interest.
“George A. Sowder, son, one-fourth (K) interest.
“It is my wish and I so request that all bequests mentioned in this instrument be paid as above directed regardless of any indebtedness to me by any of the legatees, at the time of my demise.”

*76 John Carey Sowder is the son of George A. Sowder, and since George survived the testator, John Carey Sowder is not an heir in this estate or an interested party in this appeal. Gertrude lone Sowder, hereafter referred to as Gertrude, predeceased the testator by one month and four days and died without issue. J. Robert Sowder predeceased the testator and was survived by his one child, Robert R. Sowder, the appellant herein.

During the last years of his life Carey Sowder spent much of his. time at Emporia, Kansas, and the evidence reflected that he was in poor health the last few months before his death. His daughter, Gertrude, to’ok her own life on January 24, 1956, and by agreement between Richard and George with the nurses and doctors in charge, Gertrude’s suicide and death was not revealed to Carey Sowder.

There is no evidence to indicate whether or not Carey Sowder knew the extent and approximate value of all of his property at the date of the execution of his will, or whether or not there was a substantial increase in the valuation of that property from the date of the execution of the will to the time of his death. However, the records indicate that after payment of debts, expenses of administration and taxes, the net estate for distribution to the heirs, devisees and legatees was approximately $330,000.

Carey Sowder’s own records dating from 1925, and his canceled checks, revealed that over all of these years he had given to each of his four children various sums of money which at the time of his death totaled as follows:

J. Robert ................................ $74,498.00

Gertrude ................................ 42,475.99

George .................................. 33,315.00

Richard ................................. 27,801.00

Included in the above totals were a number of cash gifts made to each of the four children after the execution of the will in the four years before his death as follows:

J. Robert ................................ $12,000.00

Gertrude ................................ 14,750.00

George .................................. 12,000.00

Richard ................................. 8,200.00

There was no evidence of any ill feeling between Carey Sowder and any of his children or any evidence surrounding the execution of the will or subsequent acts of the testator from which it could be inferred he intended to disinherit any of his children.

*77 The probate court in the order of final settlement and the district court on appeal from that order determined that the one-fourth share of the residuary estate, to which Gertrude would have been entitled had she survived the decedent, should be set aside to the two remaining beneficaries of the residuary clause in the proportion of two-thirds to Richard (appellee) and one-third to George (appellee), and that Robert R. Sowder (appellant) was not entitled to participate therein. The district court also determined that the will was unambiguous; that all of the property of the estate was disposed of by the will; and that the relief sought by Robert R. Sowder was not to the benefit of the estate, but to his own personal benefit, and that under such circumstances attorney fees could not be allowed to him from the estate.

Robert R. Sowder has duly perfected an appeal from each of the foregoing determinations and orders of the district court which were adverse to him.

We shall first consider whether the trial court erred in holding that the residuary gift to Gertrude, which lapsed when she predeceased the testator without issue, passed to the surviving residuary beneficiaries.

The answer to the foregoing question is controlled by the force and effect to be given Corbett v. Skaggs, 111 Kan. 380, 207 Pac. 819, decided in 1922. It is apparent that the will of Carey Sowder contained no language whatever regarding the contingency that Gertrude Sowder might die without issue prior to the testator.

The law regarding the devolution of a lapsed portion of a residuary estate is not uniform in this country. For an exhaustive survey of the authorities see 28 A. L. R. 1237; 139 A. L. R. 868; and 36 A. L. R. 2d 1117.

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Bluebook (online)
340 P.2d 907, 185 Kan. 74, 1959 Kan. LEXIS 382, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-sowder-kan-1959.