Kalfus v. Davie's

175 S.W. 652, 164 Ky. 390, 1915 Ky. LEXIS 385
CourtCourt of Appeals of Kentucky
DecidedApril 29, 1915
StatusPublished
Cited by11 cases

This text of 175 S.W. 652 (Kalfus v. Davie's) 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
Kalfus v. Davie's, 175 S.W. 652, 164 Ky. 390, 1915 Ky. LEXIS 385 (Ky. Ct. App. 1915).

Opinion

Opinion of the Court by

Judge Nunn

Affirming.

This ease went off in the court below on demurrer to appellant’s petitions, amended and supplemental. It is an aftermath, of Davie v. Davie, 26 Ky. L. R., 213, 81 S. W., 296; Kalfus v. Davie, 33 Ky. L. R., 663, 110 S. W., 871; and Kalfus v. Kalfus, 92 Ky., 542.

For explanation of the appeal it will be necessary to [391]*391again strike some of the notes in the chords and discords of the Kalfuses. James S. Kalfus was married to the appellant, Cornelia W. Kalfus, in October, 1869. In October, 1885, while they were in perfect accord, Mr. Kalfus signed, acknowledged and delivered to his wife the following conveyance;

“That for and in consideration of the sum of One Dollar cash in hand paid, and for and in consideration of the natural love and affection which I bear my said wife, I hereby assign, transfer and convey to said C. W. Kalfus for and during her natural life one-half of the net income derived from my interest in the house and lot in Louisville, Ky., in Fourth street, between Walnut' and Chestnut, said lot being about 64x200 feet, and being the same property owned jointly by J. S. Kalfus and Mrs. E. A. Davie. Said income herein conveyed is to be the separate estate of said C. W. Kalfus, and is to be paid over to her in person and her receipt therefor is to be valid to any agent who may have said property in his charge for the purpose of renting same.”

In July, 1898, they were divorced, and the judgment of divorce mentioned and secured to Mrs. Kalfus the property rights acquired under the conveyance above copied. This was done by incorporating in the divorce judgment a written agreement of July 6th, which is as follows:

“I agree to accept in lieu of alimony and in full of all claims against the estate of James S. Kalfus the sum of Three Thousand Dollars ($3,000); to retain the interest I now hold under policy No. 364848 in the Equitable Life Insurance Company on the life of Jas. S. Kalfus as I now hold it, I to pay the future premiums as they mature out of my own means, and likewise I am to retain all the interest in the real estate conveyed tó me by Jas. S. Kalfus during marriage as shown by the terms of the deed of conveyance, said property to be treated as not having been obtained in consideration of marriage, and I agree to. hold said Jas. S. Kalfus harmless and indemnified from all claims that third persons may have or make against me on account of necessaries heretofore furnished me, and I authorizé my attorney Jas. E. Gaither, to collect, enforce and settle my demands against James S. Kalfus as herein indicated.”

This agreement was signed by Mrs. Kalfus, and approved by the court. In February, 1911, James S. Kal[392]*392fus died intestate, leaving his sister, Addie K. Davie, his only heir-at-law. It appears from the petition that he owed no debts and left a large estate. In November, 1911, Mrs. Davie died, and her only heirs-at-law are two grandchildren.

The house and lot on Fourth street originally belonged to Jacob W. Kalfus (father of James S. Kalfus), and he devised it to his three children for life. These children were James S. Kalfus, Mrs. Davie, and Southern Kalfus, who died childless in 1897. The will of Jacob Kalfus provided that on the death of either of his children then that share should go, in fee simple, to the surviving brother and sister, or, if dead, to their children or grandchildren. Therefore, when Southern Kalfus died, his interest descended to James S. Kalfus and Mrs. Davie in fee.

Some time after the divorce judgment James Kalfus and Mrs. Davie sold the interest in the Fourth street property which they had inherited from Southern Kalfus for $20,000. Agreeable to his conveyance, he placed her half of his half of the proceeds, $5,000, with the Fidelity Trust Company, in trust, with direction to pay the income to Mrs. Kalfus for life. It seems that this trust fund has been kept intact and Mrs. Kalfus has or will receive the income from it for life. The remainder of the Fourth street property, under the will of Jacob Kalfus, has passed, in fee, to the grandchildren of Mrs. Davie, as we have already indicated. In other words, James Kalfus had only a life estate. That, fact is the reason for this suit. Mrs. Kalfus contends that the purpose of the 1885 conveyance, and the decree of divorce in 1898, was to settle and provide for her a support during her life, and that at the time he made the conveyance to her he represented himself as the owner, in fee simple, of a one-half interest in the property. She says she relied upon the truth of this statement, and never questioned the fact. It is conceded that his interest in the property, except that which he inherited from Southern Kalfus, was a life estate, and because of his death, her life income has failed to that extent. This suit, filed since her husband’s death, and nearly 13 years after her divorce, seems to have two objects. On the idea that the conveyance was to secure to her a support for life out of his estate, rather than a support out of his life estate, she seeks first to have [393]*393such a construction of the conveyance as would give to her out of his other estate an amount equal to the net income from a half interest in the Fourth street property. There is no allegation of fraud or mistake, and no claim that anything was omitted from the contract, and there is no effort to have the divorce judgment modified as to property rights.

The second object rests upon her allegation that she does not know whether she received during the lifetime of her husband all of the income which was properly payable to her from the Fourth street property. She says there never was any accounting, and that the whole matter remains unsettled. She follows this with an allegation that the amount of money due and owing to her under the contract would have exceeded the amount paid to her. She asks that the case be referred to a commissioner for the purpose of settling the accounts, and that the administrator be required to disclose and account to appellant for the income derived from the Fourth street property during the lifetime of her husband. The lower court properly ruled that the appellant had no right to demand an accounting at the hands of her husband’s administrator for such rents or income, in the absence of any showing that he had collected and retained any of it. She does not allege that the administrator has any memoranda of the matter, nor that the decedent kept any account or record of it. Her allegation amounts to nothing more than her belief or suspicion that she has not received all that was due her on this account, and manifestly this is not sufficient to put her husband’s estate on the defensive.

The original conveyance was upon a nominal consideration — a mere gift. All she acquired under it was “one-half of the net income derived from my (his) interest in the (Fourth street) house and lot.”

The property is again referred to in the conveyance as “the same property owned jointly by J. W. Kalfus and Mrs. A. E. Davie,” and the divorce decree stipulates that she is to “retain all the interest in the real estate conveyed to me (her) by J. S. Kalfus.” It is not contended, and could not be, that there was a conveyance of real estate. The words used were merely descriptive of the real estate that produced the income in which she was given an interest. Under the decree of divorce she was to retain all the interest theretofore conveyed to [394]

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Cite This Page — Counsel Stack

Bluebook (online)
175 S.W. 652, 164 Ky. 390, 1915 Ky. LEXIS 385, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kalfus-v-davies-kyctapp-1915.