McGowan v. Bogle

331 S.W.3d 642, 2011 Ky. App. LEXIS 21, 2011 WL 336932
CourtCourt of Appeals of Kentucky
DecidedFebruary 4, 2011
Docket2010-CA-000118-MR
StatusPublished

This text of 331 S.W.3d 642 (McGowan v. Bogle) 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
McGowan v. Bogle, 331 S.W.3d 642, 2011 Ky. App. LEXIS 21, 2011 WL 336932 (Ky. Ct. App. 2011).

Opinion

OPINION

THOMPSON, Judge:

This is a will construction dispute in which the sole question is whether the anti-lapse statutes require that the children of the predeceased beneficiaries inherit under the will. The Pulaski Circuit Court found that that the anti-lapse statutes were not applicable because the will unambiguously expressed the intention that the beneficiaries survive the testator in order to inherit under the will. We agree and affirm.

The facts are undisputed and brief. On August 9, 2006, testator, Mildred Bogle Hudson, executed a will. Item II of the will states:

*644 I direct that my Executrix shall cause my entire estate both real, personal or mixed to liquidate and after payment of all charges against my estate as set forth above or otherwise legally chargeable to my estate, the residue of the proceeds shall be distributed equally among my living brothers and sister who survive me. Those living at the present time are Corine Bogle Tyree of Atlanta, Georgia, A1 Jerry Bogle of Somerset, Kentucky, and Huston Bogle of Somerset, Kentucky.

When Mildred executed her will, seven of her siblings were deceased. At the time of Mildred’s death in May 2009, the three remaining siblings designated as beneficiaries were also deceased.

The appellees are the children or grandchildren of the seven siblings who were deceased in 2006 when Mildred executed her will. The appellants are children of Huston Bogle, A1 Jerry Bogle, and Corine Bogle Tyree and a granddaughter of A1 Jerry Bogle.

The appellees filed an action in the Pulaski Circuit Court asserting that because the three named beneficiaries in the will predeceased Mildred, the bequeaths lapsed and the estate must pass under the Kentucky law of descent and distribution. The appellants countered that KRS 394.400 and KRS 394.410, the anti-lapse statutes, prevented lapse of the bequeath to the deceased siblings and the entire estate passed to them as the descendants of the three designated siblings alive when the will was executed.

Both parties moved for summary judgment. The circuit court found that the anti-lapse statutes did not apply because Mildred expressly intended that only the siblings that survived her inherit under the will.

We review a summary judgment de novo and will affirm the granting of a summary judgment only when it appears impossible for the non-movant to prove facts establishing a right to relief. Steelvest, Inc. v. Scansteel. Service Center, Inc., 807 S.W.2d 476 (Ky.1991). In this case, the question presented is one of statutory interpretation.

Prior to the enactment of anti-lapse statutes, when a named beneficiary under a will predeceased the testator, the share of the deceased beneficiary “lapsed” and generally passed according to the residuary clause, if it existed, or the laws of intestacy. Blevins v. Moran, 12 S.W.3d 698 (Ky.App.2000). Because the common law result was frequently not in conformity with the testator’s intent, States, including Kentucky, enacted anti-lapse statutes. Kentucky’s anti-lapse statutes are KRS 394.400 and KRS 394.410.

KRS 394.400 provides:

If a devisee or legatee dies before the testator, or is dead at the making of the will, leaving issue who survive the testator, such issue shall take the estate devised or bequeathed, as the devisee or legatee would have done if he had survived the testator, unless a different disposition thereof is made or required by the will.

KRS 394.410, which governs a devise that is made to several persons as a class and reiterates the provision of KRS 394.400, provides:

(1) When a devise is made to several as a class or as tenants in common, and one (1) or more of the devisees die before the testator, and another or others survive the testator, the share or shares of such as so die shall go to his or them descendants, if any; if none, to the surviving devisees, unless a different disposition is made by the devisor.
*645 (2) A devise to children embraces grandchildren when there are no children, and no other construction will give effect to the devise.
(3) If a devise is made to several as joint tenants with right of survivorship and one (1) or more of the devisees dies before the testator and another or others survive the testator, the share or shares of such as so die shall go to such as so survive. Provided, however, in the event of the death of all the joint tenants before the death of the testator, the order of death of the joint tenants shall not affect the devolution of the property and, in this case, devolution shall be governed by subsection (1) hereof, as if the devise had been made to the deceased devisees as tenants in common.

Pursuant to the anti-lapse statutes, where a will beneficiary predeceases the testator and leaves issue who survives the testator, the statutes create “a rebutta-ble presumption that the surviving issue was meant to be substituted in the will for its ancestor.” Blevins, 12 S.W.3d at 702. However, the statutes are not without a caveat: The presumption applies “unless a different disposition is made by the devi-sor.” KRS 394.400 and KRS 394.410. It is not the purpose of the anti-lapse statutes to restrict the testator’s right to select the beneficiary but to “carry out the presumed intent of the testator, if he had thought of the possibility of a beneficiary predeceasing him.” Slattery v. Kelsch, 734 S.W.2d 813, 814 (Ky.App.1987)(emphasis original). “Other rules of construction, including the anti-lapse statute itself, are to be invoked only when the testator’s intent is otherwise unclear.” Blevins, 12 S.W.3d at 701.

Slattery involved facts strikingly similar to those now presented. The testator executed a will that contained a residuary clause devising the residue of the estate to “my first cousins living at the time of my death.” Id. at 814.

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Bluebook (online)
331 S.W.3d 642, 2011 Ky. App. LEXIS 21, 2011 WL 336932, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcgowan-v-bogle-kyctapp-2011.