Markham v. Waterman

181 P. 621, 105 Kan. 93, 1919 Kan. LEXIS 26
CourtSupreme Court of Kansas
DecidedJune 7, 1919
DocketNo. 22,191
StatusPublished
Cited by52 cases

This text of 181 P. 621 (Markham v. Waterman) is published on Counsel Stack Legal Research, covering Supreme Court of Kansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Markham v. Waterman, 181 P. 621, 105 Kan. 93, 1919 Kan. LEXIS 26 (kan 1919).

Opinion

The opinion of the court was delivered by

Dawson, J.:

The plaintiffs are the trustees in bankruptcy of the estates of four sons of the late Louis Waterman, of Washington county, Kansas. Plaintiffs seek a determination . of their official interest in the estate of Louis Waterman; and the existence and nature of that interest, if any, depends upon a consideration of the will of Louis Waterman. The will reads:

“This is to certify that I, Louis Waterman, of sound mind, declare' this to be my last will and testament:
“1st. That my wife, Augusta Waterman, shall be the real owner and have complete control over all my property, both real and personal.
[95]*95“2nd. That L. C. Waterman, Jr., shall he the executor of this will and shall keep a true and correct account of all interests and rents that shall be received from my property, both real and personal, and shall deposit the same in the Hanover State Bank of Hanover, Kansas, unless the executor sees an opportunity to loan or invest same to better advantage.
“3rd. That on the death of my wife, Augusta Waterman, the executor shall determine the amount and value of all real and personal property aforesaid and the same be divided equally between my children or their heirs.
- “4th. That after my death a sale of all my household goods and eifects shall be held and the proceeds turned over to the executor of this my last will and testament.
“5th. With whichever of the heirs my wife Augusta Waterman shall choose to live shall receive the sum of six dollars ($6.00) per month while she is in good health and able to take care of herself, and twelve dollars ($12.00) per month when she becomes feeble and unable to take care of herself.
“6th. That after the death of my wife, Augusta Waterman, and at the settlement of this estate' the executor shall as compensation for his services receive the sum of $100.00.
“7th. In case the present executor should die before this estate is settled then William L. Waterman shall act as executor.”
“Louis Waterman.”

The testator died in 1905, and his widow elected to take under the will. At various dates in 1917, four of Waterman’s sons became bankrupts, and the plaintiffs seek to subject the several interests of the bankrupt estates in the property bequeathed by their father’s will to the payment of the debts of the bankrupt sons.

The trial court decided that the will vested in Augusta Waterman, widow of Louis, and mother of the bankrupt sons, a title in fee simple to all the property of her husband; and, consequently, that the plaintiffs should take nothing in this action.

Plaintiffs appeal. Elaborate briefs are filed for both plaintiffs and defendants construing Waterman’s will, and discussing whether it conveyed an estate in fee simple to the widow, or a life estate with power of disposition, or a mere life estate with vested remainders in the heirs of Waterman. This court has no difficulty in deciding that the grant to the widow falls in the second class — a life .estate with power of disposition. The old rule that a seemingly unqualified devise in an independent and prior clause of a will cannot be diminished by separate, subsequent clauses of thé will (McNutt v. McComb, 61 Kan. 25, 58 Pac. 965; 4 Kent Comm. 270), has been largely [96]*96superseded by the modern Kansas rule, that the testator’s intention is to be gleaned “from the four corners of the instrument” — from the entire text of the document. Some of our earlier cases foreshadow the coming of this doctrine (Williams v. McKinney, 34 Kan. 514, 519, 9 Pac. 265; Ernst v. Foster, 58 Kan. 438, 47 Pac. 527), and this court was fully committed to it in Bullock v. Wiltberger, 92 Kan. 900, 142 Pac. 950, and has followed it consistently in all the later cases. (Morse v. Henlon, 97 Kan. 399, 155 Pac. 800; Postlethwaite v. Edson, 98 Kan. 444, 155 Pac. 802; Id., 102 Kan. 104, 619, 171 Pac. 769; Bryant v. Flanner, 99 Kan. 472, 162 Pac. 280; Brown v. Brown, 101 Kan. 335, 166 Pac. 499; Scott v. Gillespie, 103 Kan. 745, 176 Pac. 132; Otis v. Otis, 104 Kan. 88, 177 Pac. 520.)

While the first clause of this will, read by itself and excised from the rest of the text, would be construed to vest the title in Amanda Waterman in fee simple, because it bequeathes to her real ownership and complete control (6 Words and Phrases, 5134), yet the other clauses of the will must be considered and given eifeet in conjunction with the first clause. We find no reason, however, to say that the succeeding clauses so modify the first clause as to whittle down the bequest to the widow to a naked life estate. That she is to be “real owner” and to have “complete control” of the property seems to have been the testator’s chief concern, but doubtless he presumed that his wife would not be likely to dispose of the property, or to consume or exhaust it entirely, and so he bestowed the remainder upon his children. This view of the matter is strengthened by a critical examination of the various provisions of the will. He names one of his sons as executor, and because he would save the mother of his children the business worries of managing the property, he directs that son how to manage the income; he presumes that the widow will not wish to maintain a home by herself after his demise, and so he directs that the household goods be sold after his death; he anticipates that his widow will make her home with one of the children — doubtless the one who was best situated and best disposed to make her feel at home — and so he provides that whichever of his children with whom she chooses to live shall have a small monthly stipend for such considerateness toward the mother, and that that stipend shall increase when her gathering years may render the burden more onerous. It is [97]*97obvious, also, that this stipend is not for mere board and lodging for the widow; the monthly allowances are manifestly too small for that, especially when read in connection with the considerable estate left by Louis Waterman — 240 acres of unencumbered Washington county land, etc., the ownership and control of which was bequeathed to her, and which was so favorably considered by the widow that she-chose to take under the will rather than stand upon her statutory right to one-half of the entire estate. Clearly, Louis Waterman did not intend to require his widow to choose bétween a pittance of-$6.00 to $12.00 per month and her statutory half interest in all his property.. In short, Louis Waterman intended to bestow his property in such a manner as to make adequate provision for his wife, presuming that it was unlikely that she would make great inroads upon the estate, and intending that his children should have what she did not expend of it during her lifetime. Such a testamentary arrangement is what is commonly known as a life estate with power of disposition. (Greenwalt v. Keller, 75 Kan. 578, 90 Pac. 233. See, also, excerpts in Ryan v. Cullen, 96 Kan. 284, 290, 150 Pac. 597.)

Is the remainder of such an estate liable to seizure for the-satisfaction of the remainderman’s debts ? It seems clear that it is. The interest of the remainderman is one which he himself could sell (Stevenson v. Stevenson, 102 Kan. 80, 169 Pac.

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Bluebook (online)
181 P. 621, 105 Kan. 93, 1919 Kan. LEXIS 26, Counsel Stack Legal Research, https://law.counselstack.com/opinion/markham-v-waterman-kan-1919.