Lee v. Belknap

173 S.W. 1129, 163 Ky. 418, 1915 Ky. LEXIS 248
CourtCourt of Appeals of Kentucky
DecidedMarch 9, 1915
StatusPublished
Cited by14 cases

This text of 173 S.W. 1129 (Lee v. Belknap) 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
Lee v. Belknap, 173 S.W. 1129, 163 Ky. 418, 1915 Ky. LEXIS 248 (Ky. Ct. App. 1915).

Opinion

Opinion op the Court by

Judge Carroll

Affirming in part and reversing in part.

In April, 1912, Gertrude Belknap, a resident of Louisville, Kentucky, married tlie appellant, Ronald C. Lee, a resident of the State of New York. Immediately after the marriag’e the couple took up tlaeir residence in New York and became domiciled in that State. Later in the same year they moved to and became domiciled in the State of New Jersey, in which State they were domiciled in January, 1913, when she died, childless and intestate, leaving surviving her two brothers and one sister, residents of Kentucky, and her husband, a resident of New Jersey.

At the time of her death she was the owner of a large personal estate, consisting of stocks, bonds and other securities, the evidences of which were situated in Kentucky. After her death her husband qualified in New Jersey as administrator of her estate, and the United States Trust Company was appointed administrator of her estate in Kentucky. Soon after the death of Mrs. Lee this suit, to which the husband was a party, was brought by her brothers and sister for the purpose of having determined their rights and the rights of the surviving husband in her personal estate, the physical situs of which was in this State.

[421]*421After being prepared for hearing the case was submitted to the chancellor, who adjudged that the husband was entitled to one-half of the estate and her brothers and sister to the other one-half. It was further adjudged that the United States Trust Company, as administrator of Mrs. Lee, was entitled to take and distribute the personal estate in controversy.

From this judgment the husband appeals, insisting that he was entitled to the whole of her personal estate after the payment of debts. He also questions the right of the Kentucky administrator to administer on the estate.

The personal estate owned by Mrs. Lee at the time of her death has been treated by counsel as consisting of three classes, and in disposing of the case we will follow that classificátion.

The class we will first consider came to Mrs. Lee under the will of her father, Col. Morris B. Belknap, who died in Louisville in the year 1910, leaving a will which was executed in 1903. The brothers and sister contend that all of the personal property derived by Mrs. Lee under this will passed to them upon the death of Mrs. Lee, upon the ground that the will excluded the husband from any interest therein not only during the life of the wife, but upon her death without children and intestate; while the husband insists that he is entitled to the whole of the personal estate received by his wife under this will.

In determining this issue the chancellor, as stated, gave to the husband one-half and to the brothers and sister one-lxalf of this estate, and the correctness of this judgment depends on the proper construction of the will of Col. Belknap in the light of the law applicable to its construction. •

Col. Belknap, in his will, after appointing the Fidelity Trust and Safety Yatilt Company his executor, appointed three of his friends, naming them, as an advisory committee to co-operate with his executor in the management of his estate. In clause,seven he provided: [422]*422held by my executors as their sole and separate estates free from any control of any husbands they may have, but with power in my said daughters to dispose of the same by deed or will, the trustees uniting in the deed. The portions of my sons are to be held by the trustees for them until they arrive at the age of thirty years, respectively, when each shall have his portion conveyed and delivered to him. Before each child arrives at the age of twenty-one years the income from its portion shall be appropriated for its benefit in such manner as the trustees may deem best. After each child reaches the age of twentjr-one the income from its portion shall be turned over to the said child by the trustees. If either or both of my sons should die prior to reaching the age of thirty years, leaving a child or children, his portion of my estate shall go to said child or children. If either or both die without leaving children, before reaching thirty years of age, said portion is to go to his heirs.”

[421]*421“All the rest and residue of my estate of every kind, character and description shall be divided by my said executor, with the advice and approval of said advisory committee, as if I had died intestate as to said residue, giving to my heirs the shares to which they would be entitled by law. The portions to my daughters shall be

[422]*422It will be noticed that Col. Belknap directed that the portions which his sons should receive should be held by the trustees until they arrived at the age of thirty years, giving to them and for their benefit the income from the estate until that time. And further directed that if either of the sons should die before'reaching thirty years of age, leaving children, his portion should go to the children, but if no children survived, it should go to the heirs of the son. While in respect to his daughters he provided that their portions should be held by his executors “as their sole and separate estates free from any control of any husbands they may have, but with power in my said daughters to dispose of the same by deed or will, the trustees uniting in the-deed.”

It is elementary that the first and controlling guide in the construction of wills is to arrive at the intention of the testator, and so the inquiry is, did the testator, by this provision for his daughters, intend to exclude any husbands they might have from any interest in their estates in the event they died childless and intestate, or did he only mean to exclude the husbands from any control of or interest in the estates during the life of his daughters'?

We cannot, of course, know from independent sources the precise thought in the mind of Col. Belknap when this carefully worded and evidently well considered paper was written, and so we must look to the will itself [423]*423for Ms meaning; and the scope of tMs expression might be farther limited by saying that we mast look alone to that portion of Ms will in which he provided how the estate received by his daaghters shoald be controlled and disposed of, because the other parts of the will throw little if any light on the intention of the testator in respect to the estate given to his daaghters.

It may, however, be said that three ideas- stand oat prominently in this clause: One is that he did not intend that his sons should come into the full possession of their interest in his estate until they reached the age of thirty; another is that he did not intend that any husbands his daaghters might have shoald have any control or interest in their estates daring their lives; and yet another is that he wanted his daaghters to have the power to dispose of their estates by will or deed. Whether or not he intended, in the event his daaghters died childless and intestate, to exclude their husbands from any interest in their estates after their death is the very question in issue, and this mast be determined by the construction ’ the law gives to provisions like the one made.

If we shoald interpret the provision for his daaghters without reference to any statute and according to the ordinary and natural meaning of the words, oar conclusion would be that Col.

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Bluebook (online)
173 S.W. 1129, 163 Ky. 418, 1915 Ky. LEXIS 248, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lee-v-belknap-kyctapp-1915.