Johnson v. Jacob

74 Ky. 646, 11 Bush 646, 1876 Ky. LEXIS 15
CourtCourt of Appeals of Kentucky
DecidedJanuary 26, 1876
StatusPublished
Cited by20 cases

This text of 74 Ky. 646 (Johnson v. Jacob) 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
Johnson v. Jacob, 74 Ky. 646, 11 Bush 646, 1876 Ky. LEXIS 15 (Ky. Ct. App. 1876).

Opinion

JUDGE LINDSAY

delivered the opinion op the court.

The 11th clause of the will of the late John I. Jacob is in these words: “The share of my estate allotted, to my son William Robertson Jacob shall be retained by my executors, paying to him during his life quarter-yearly the net proceeds of the rents and profits thereof, after deducting repairs, insurance, and taxes, with power to sell any unimproved property in his share for the purpose of investing the proceeds in permanent improvements; but he shall have no power to sell or encumber any part of the estate so allotted or the profits thereof, or to anticipate its receipts; nor shall the same be in any way liable for his debts. After his death the property with the unexpended avails shall be conveyed and paid to his descendants, if there be any such then living, in the same manner as it would pass by the law of descent if the same were to descend from him. If there be no such descendants then the same shall be conveyed and paid to his heirs.”

[651]*651The 12th clause directs certain estate to be set apart and allotted to the daughters of the testator, to be held in trust for them during their respective lives, and at the death of each “to be conveyed and paid to her descendants or heirs as in said last clause directed.”

The 13th clause is as follows: “About $30,000 in value of similar property allotted to each of my sons (except my son John) shall in like manner be held by my executors for the like use of each of said sons severally during his life, with like restrictions on his power of alienating, encumbering, and anticipating, and to be alike free from his debts, and after his death to be conveyed and paid to his descendants or heirs, as in the 11th clause directed.”

Isaac Robertson Jacob, one of the beneficiaries under this last-quoted clause, died in 1873, leaving no descendants. He devised all his estate, real and personal, to the appellee, Mary Hall Jacob, who is his widow.

The first question to be determined upon this appeal is whether she takes an interest as the widow of Isaac Robertson Jacob in the trust property allotted to him and held for his benefit by the executors of his father’s will under the 13th clause thereof. ,

A question very similar if not identical with this was presented to and determined by this court in the case of Jacob v. Jacob (4 Bush, 110). "William R. Jacob, the beneficiary under the 11th clause of the testator’s will, died leaving a descendant. His widow claimed the right to be endowed out of the estate held for him for life by the -executors of said will. The court held that it was the intention of the testator to give a life-estate in the trust property to each of his children, “ with remainder to their descendants.” After considering the various provisions of the will relating to the property to be held by the executors in trust, the majority of the court-, through Judge Williams, said: “ But these devisees in remainder, though [652]*652taking under the will, and not as descendants oi’ heirs of William, still take precisely the same as though the property had descended by law from him. In other words, had there been children and grandchildren whose parents were dead, then each child would take a share, and the children of the dead child would take the share their parent xvould have been entitled to if alive. So as William left a surviving widow and but one child and descendant, the widow took a dower interest as legatee by implication, and the child took the other estate, just precisely as though the property had been owned in absolute fee by William and he had died intestate.” “All these px’ovisious manifest an intention in the testator that should any of his sons die his surviving wife should be endowed, as he devises the remainder to those who would take under the laws of descent from the holder of the life-estate.”

The construction thus given to the will of John I. Jacob, deceased, seems to be conclusive of the question now befqre us for determination. But the appellants claim that the fact that I. It. Jacob died leaving no descendants takes this case out of the operation of the rule announced.in the case supra.

The 11th clause of the will directs that after the death of William the pi’operty allotted to him, with its unexpended avails, shall be conveyed and paid to his descendants, if any such shall then be living, “in the same manner as it would pass by the law of descents if the same were tó descend from him. If there be no such descendants, then the same shall be conveyed and paid to his heirs.”

The 13th clause directs that the trust property held for Isaac R. Jacob by the executors shall after his death “ be conveyed and paid to his' descendants or heirs, as in the 11th clause directed.”

Appellants insist that while it may be conceded that the testator intended that the surviving wife of a son leaving descendants alive at the time of his death should be endowed, [653]*653at the expense of such descendants, out of the trust property held by the executors of the will, that he did not intend that the surviving wife of a son dying without living descendants should be endowed at the expense of the collateral kindred constituting the heirs at law of the son so dying.

No sufficient reason has been, or in our opinion can be, suggested for supposing that the testator intended to make such a distinction between the wives of the life-tenants dying with, and those dying without living descendants. The natural and almost inevitable conclusion is, that no sucli distinction was intended, and unless the language of the devise is such as to show with reasonable certainty that such was his intention, the courts should hesitate to build up such a distinction by construction.

It is argued that if he had intended the trust estate to pass to the collateral heirs of a deceased son in the same manner that it was to pass to the descendant or descendants of such a son the testator would have said in the concluding sentence of the 11th clause of his will: “After his (William’s) death the .property, with the unexpended avails, shall be conveyed and paid to his heirs in the same manner it would pass by the law of descents if the same were to descend from him.”

If the sentence had been thus constructed it would certainly have shown beyond a doubt that no distinction as to the rights of the surviving wives of such of the sons as should die leaving widows was intended to be made.

But the failure of the testator to express his wishes in the simplest and most exact manner does not, in our opinion, support the theory of the appellants. If we adhere to the construction given to this will in the case reported in 4th Bush— and there is no reason sufficient to justify us in departing from that construction — it is necessary that the distinction insisted on should be established by the language used by the testator rather than by his failure to use other and more appropriate language.

[654]*654He directed that the property devised to William should be conveyed and paid to Kis descendants, if there were any living, “in the same manner as it would, pass by the law of descent if it were to descend from him. If there be no such descendants, then the same shall be conveyed and paid to his heirs.”

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Bluebook (online)
74 Ky. 646, 11 Bush 646, 1876 Ky. LEXIS 15, Counsel Stack Legal Research, https://law.counselstack.com/opinion/johnson-v-jacob-kyctapp-1876.