Jackson v. Payne's executors

59 Ky. 567, 2 Met. 567, 1859 Ky. LEXIS 168
CourtCourt of Appeals of Kentucky
DecidedJanuary 31, 1859
StatusPublished
Cited by11 cases

This text of 59 Ky. 567 (Jackson v. Payne's executors) 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
Jackson v. Payne's executors, 59 Ky. 567, 2 Met. 567, 1859 Ky. LEXIS 168 (Ky. Ct. App. 1859).

Opinion

CHIEF JUSTICE SIMPSON

delivered the ofinion'of the court:

This action was brought by the executors of Henry C. Payne against John Jackson, on a note for $4,100 75, which he executed to them, for the last installment of the purchase money of a tract of land, which they, as executors aforesaid, had sold to him.

The defendant alleged in his answer that the will of Henry O. Payne, which he exhibited, “ contemplated and intended an [568]*568equal distribution of his estate among all his children, but through inadvertence and mistake in estimates of amounts advanced, his will, if literally carried out, would leave defendant’s wife, who is one of his children, with less than any of his other children to the amount of at least $7,500.”^

That the testator intended that the four residuary legatees should be made equal out of the fund, which was to be distributed between them, and that the inequality which would result to the prejudice of his wife, from an equal distribution of that fund among its recipients, arose from the following circumstances: “ The testator advised defendant to buy a tract of land from James A. Grinstead, and promised to help him by making the first payment. Encouraged by that promise, defendant made the purchase, and in fulfillment of the promise, the testator signed the bímd for the first installment of $4,500, promising and 'intending to pay it; but did not sign the bond for either of the. other installments; and testator died before the bond was paid, and defendant had to pay it.”

2. The testator, just before his death, bought a lot of cattle which he intended for defendant; but he died before the cattle were fit for sale, and they were, after his death, sold by the executors as assets for nearly $4,500.

3. The testator intended to give a negro woman to defendant’s wife, which was also prevented by his sudden death.

“ The defendant, therefore, says, that in estimating advances, the testator considered the said cattle, the said bond for the first installment of the purchase money to Grinstead, and the said negro woman, as so much advanced to defendant’s wife; and had he lived long enough, he would have paid said bond, and delivered to defendant’s wife the said negro woman and the money arising from the sale of said cattle.”

The defendant contended that he had a right to have the residuary fund so distributed as to make the legatees to whom it was bequeathed all equal, taking into the estimate the advancements which each of them had received from the testator in his lifetime. And he insisted, that by so doing his wife would be entitled to a sum more than sufficient to pay the amount of the note on which he was sued.

[569]*569A demurrer to the defendant’s answer was sustained by the court below, and a judgment rendered against him for the amount of the note; and from that judgment he has appealed to this court.

The residuary clause in the will is in the following language: “ It shall be equally divided between my son Remus, and my daughters Eliza Estill, Anna Jackson, and Lydia Taylor, subject to the limitations, conditions, and trusts hereinafter provided.”

The part of the will which is relied upon to show that the testator intended that the four legatees above mentioned should all be made equal, reads as follows, viz: I have made advances to those four children, which advances I deem about equal.”

For the appellant, it is contended that it is competent to show by extrinsic testimony that the testator was mistaken in supposing that his four children, who are his four residuary legatees, had received from him advancements to an equal amount; and that as his intention to make them all equal is clearly evinced by the foregoing declaration that they had been equally advanced, that intention should be carried into effect by equalizing them out of the residuary fund.

It is contended, on the other side, that as the testator Has expressly directed the residuary fund to be equally divided between the four legatees, that the court has no power to change that disposition of it, and give to one of them a larger part thereof than is given to the others; and that the statement made by the testator that the advances which he had made to them were about equal, cannot be contradicted by parol testimony.

All the statements contained in the answer are, upon the demurrer, to be regarded as true. Still it is apparent that nearly all of them, if denied, have to be established by evidence aliunde. In testing the sufficiency of the answer, therefore, the question to be determined is, how far is parol evidence admissible to control or modify the provisions of a will by showing that the testator was laboring under a mistake in relation to [570]*570certain facts, the existence of which was assumed by him when he executed his will.

The general rule is, that parol evidence of the intention of a testator is inadmissible for the purpose of explaining, contradicting, or adding to the contents of a will; but that its language must be interpreted according to its proper signification, or with as near an approach thereto as the body of the instrument, and the state of the circumstances existing at the time of its execution, will admit of.

In regard to mistakes in wills, the doctrine is, that courts of equity have jurisdiction to correct them when they are apparent upon the face of the will. But the mistake must be apparent on the face of the will, or must be one that may be made out by a proper construction of its terms, otherwise there can be no relief. Parol evidence, or evidence dehors the will, is not admissible to vary or control the terms of the will, although it is admissible to remove a latent ambiguity. (1 Story Eq. Jur., see. 179, 183 ; Mann vs. Mann, 1 Johns. Chan., 231; Mellish vs. Mellish, 4 Vesey, 45.)

It is, however, contended that where the testator has made a mistake in the computation of a legacy, the mistake will be corrected by a court of equity; and it is insisted that the mistake in this case was one of computation, and may, therefore, be rectified in equity. In support of this doctrine, we have been referred to the case of Milner vs. Milner, (1 Vesey, sr., 106.)

In that case the will contained the following bequest: “ I give to my daughter Mary £3,500, which, with £6,000 she is entitled to by my marriage settlement, and £500 from her father-in-law, make up £10,000, which is the sum I design she shall have for her fortune.”

It happened that she was entitled only to £5,000 instead of £6,000 by the marriage settlement, and she exhibited her bill against the executor, to compel him to pay the additional one thousand pounds.

The court decided that it was evident the testator intended she should have £10,000, and that if by a mistake in the computation of the items, which made up that amount, he had given her more than was necessary for that purpose, she would [571]*571only have been entitled to the £10,000; and that, as in consequence of the mistake, the bequest named did not make that sum, she was entitled to the £1,000 which she claimed, to make up the £10,000 intended for her fortune.

In that case the testator’s intention to give to his daughter a sufficient sum, in addition to the other sums named, to make the sum of £10,000, was clearly expressed.

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Bluebook (online)
59 Ky. 567, 2 Met. 567, 1859 Ky. LEXIS 168, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jackson-v-paynes-executors-kyctapp-1859.