Levi v. Fidelity Trust & Safety Vault Co.

88 S.W. 1083, 121 Ky. 82, 1905 Ky. LEXIS 182
CourtCourt of Appeals of Kentucky
DecidedSeptember 26, 1905
StatusPublished
Cited by7 cases

This text of 88 S.W. 1083 (Levi v. Fidelity Trust & Safety Vault Co.) 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
Levi v. Fidelity Trust & Safety Vault Co., 88 S.W. 1083, 121 Ky. 82, 1905 Ky. LEXIS 182 (Ky. Ct. App. 1905).

Opinion

Opinion by

Judge Settle

Affirming.

B. C. Levi died in the city of Louisville, leaving a considerable estate, real and personal. He left no children, but was survived by his wife, Mary E. Levi. His last will, which was duly probated in the Jefferson County Court, contained these provisions:

“1. I desire that all my debts, of every kind, shall be paid in full.

“2. After my debts shall have been paid, I will and bequeath to my wife, Mary Ellen Levi, all of my personal, real and mixed estate of every kind and description, to have and enjoy all the days of her life.

“3. Previous to her death she may will or distribute to her relations and to my relations any property, real or personal, as she may choose or desire them to have. I am satisfied that she will act justly in this matter, but under no circumstances shall she be prevented or hindered in the enjoyment of any property or personalty that I may have at my death.

“4. I desire that my friend, Captain Gilmore, shall act as trustee for my wife without bond or security. ’ ’

Mary E. Levi did not, previous to her death,' distribute to the relations of herself or husband any of the estate he devised her; but in December, 1893, she died, leaving a last will and testament, which [85]*85was shortly thereafter probated. The will provides for the payment of several small pecuniary legacies which were satisfied out of her own personal estate; but 'the only part of it that concerns us is found in clause No. 3, which is as follows: “All the residue of my property, real, personal and mixed, and the property of my late husband of every kind, except a cottage and lot in the Kavanaugh Camp Grounds, I devise to the said Fidelity Trust & Safety Vault Company, in trust, however, to take and'sell the same with all convenient speed and proper and sufficient deeds to be given therefor and to distribute the proceeds to the following persons, towit:” * * * The persons to whom the will of Mrs. Levi gave the property devised her by the will of her deceased husband, as well as the estate she otherwise owned, were all blood relations of herself and husband,, though many of them were not next of kin.

It appears that Mrs. Levi left personal estate, in addition to what she received under the will of her husband, amounting to $4,800. There were four parcels of real estate, which had formerly been the property of the husband. It was all sold by appellee, the Fidelity Trust & Safety Vault Company, in pursuance of the power conferred upon it by Mary E. Levi’s will, with the approval of the chancellor of the Jefferson Circuit Court; and the proceeds, aggregating $12,818.34, together with what was left of her personal estate after satisfying the small specific legacies, were by it distributed to the persons named in her will. Among the parcels of realty thus disposed of was a tract of land of 76 acres lying in Jefferson county, which was purchased by the appellant, Lillie E. Levi. A deed of conveyance was made her therefor by the Fidelity Trust & Safety [86]*86Vault Company as “trustee under the will of Mary E. Levi.”

Upon the payment by her of the purchase price she was given immediate possession of the land, and has ever since continuously remained in the undisturbed possession thereof. It appears, however, that in attempting to consummate a sale of the land, recently made to another, appellant was met by the purchaser with the objection that the will of Mrs. Levi did not pass to the Fidelity Trust & Safety Vault Company a good and sufficient title to the land, and that in consequence the deed from it as trustee to appellant did not convey to her a good and valid title, and because of these supposed defects in her title the purchaser declined to accept the deed tendered or to take the property. Thereupon appellant instituted this action to cancel the deed made her by the Fidelity Trust & Safety Vault Company, rescind the contract of sale, and recover of it the purchase price paid by her therefor. The chancellor adjudged that apjjellant received through the deed from appellee, Fidelity Trust & Safety Vault Company, trustee under the will of Mary E. Levi, a good and valid title to the land in controversy. Consequently the action was dismissed. Not dissatisfied with, but questioning, the correctness of the chancellor’s conclusions, and especial U his construction of the will of B. C. Levi, appellant asks of us a consideration and review of the question of title involved.

The objection to the title of appellant is bottomed up'on the theory that Mrs. Levi, in distributing to his and her relations the property devised her by the will of her husband, was limited to their next of kin, equally; whereas, the disposition made of it by her will, while equal (that is, giving one-half to his and the other half to her relations) was not to the next [87]*87of kin, but in the main to those related to them in a remoter degree. Although at the death of Mrs. Levi her deceased husband had six brothers living, also several nieces and nephews, children of a deceased brother, her will gave portions of the estate to but two of the brothers, one of the children of the deceased brother, and two of the nieces of her husband. Her will also gave a portion to the children of Mrs. Rebecca Robinson, and another portion to the children of Mary Clifton Duncan, though Rebecca Robinson and Mary Clifton Duncan were living and were of the next of kin of Mary E. Levi. We are of opinion that the language of B. C. Levi’s will admits of no other construction than that placed upon it by the chancellor. The language: “Previous to her death she (Mary E. Levi) may will or distribute to her relations and to my relations any property, real or personal, as she may choose or desire them to have. I am satisfied that she will act justly in this matter” — conferred upon her the power to distribute the estate of B. C. Levi, according to her discretion, to such of her relations and his relations as she might select. If she had the right to distribute any part of the estate during her life, or by will, to such of her relations and those of her deceased husband as she might “choose or desire” to have it, it follows that her selection of the objects of her bounty from among her own and her husband’s relations can not be questioned or interfered with. If this construction of the will is correct, it must be taken for granted that by the use of the word “relations” B. C. Levi did not intend to confine the distribution of the estate devised his wife to those-who were directly of kin. It was manifestly used as meaning blood kin of any degree. So, if Mrs. Levi chose to give to the children of her sister, instead [88]*88of the sister, or to the nieces or nephews of her husband, instead of his brothers, the estate left by him, she clearly had the right to do so, as she did not thereby violate the intention of the testator as expressed in his will.

"We think, if Mrs. Levi had died without exercising the power to distribute the estate conferred by the will of her husband, and a court of equity were called on to do so, it doubtless would hold that, as the right to select the relations to whom it should go was by the terms of the will personal to the widow, and she had failed to exercise it, the word “relations” should be construed as meaning the next of kin; and, the court not having the right to exercise the power of selection given the widow, the estate would be distributed to the next of kin as provided by statute. Our conclusion, therefore, is that the power conferred upon Mrs.

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Cite This Page — Counsel Stack

Bluebook (online)
88 S.W. 1083, 121 Ky. 82, 1905 Ky. LEXIS 182, Counsel Stack Legal Research, https://law.counselstack.com/opinion/levi-v-fidelity-trust-safety-vault-co-kyctapp-1905.