Mitchell v. Dauphin Deposit Trust Co.

142 S.W.2d 181, 283 Ky. 532, 1940 Ky. LEXIS 385
CourtCourt of Appeals of Kentucky (pre-1976)
DecidedJune 21, 1940
StatusPublished
Cited by12 cases

This text of 142 S.W.2d 181 (Mitchell v. Dauphin Deposit Trust Co.) is published on Counsel Stack Legal Research, covering Court of Appeals of Kentucky (pre-1976) primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Mitchell v. Dauphin Deposit Trust Co., 142 S.W.2d 181, 283 Ky. 532, 1940 Ky. LEXIS 385 (Ky. 1940).

Opinion

Opinion op the Court by

Judge Fulton

Reversing.

William Miller, at the age of 62, executed the will in controversy on September 6, 1859, and died on September 10,1862, a resident of Jefferson County and the will was there probated. When the will was executed and up to the time of his death, testator’s immediate family consisted of himself, his wife and his only child, Martha, who afterwards became Mrs. Norris. He was survived by both his wife and daughter. Testator had a brother and three sisters all of whom survived him but have since died leaving numerous descendants who are appellants herein. On January 30, 1937, Mrs. Norris died, a resident of Pennsylvania and by her will appointed appellees, John B. McAllister and Dauphin Deposit Trust Company, as executors of her will and as trustees of the residue of her estate.

Briefly summarized the provisions of the will were as follows:

(1) An undivided one-half of his property was given by testator to his wife, “to be held and owned by her as hereinafter limited and explained.”

*534 (2) The other one-half was given to testator’s wife to be held in trust “for the sole, separate and exclusive use and benefit” of the daughter.

(3) During the joint life of the wife and daughter there was to be no division of the property but all of it was to be managed by the wife, who was to retain one-half of the net income for herself and pay the other one-half to her daughter. If the daughter married during her mother’s life, the latter was empowered, if she so desired, to put the daughter in possession of such portion of the real estate as the wife thought proper, but the daughter was prohibited from selling or conveying any part thereof.

(4) Upon the wife’s death, her half of the property was given to the daughter, if living, or, if not, to her descendants, if any, but if the wife survived the daughter, the wife’s half was to'be hers in fee simple.

The fifth clause of the will, which gives rise to this controversy, is as follows: ,

“If my daughter shall die without children or descendants then the estate herein devised for her use and benefit shall go to my heirs at law as the same would descend from me.”

By the sixth clause of the .will the wife was appointed executrix and authorized to appoint, either by deed or will, a trustee to act as her successor.

This action was filed by those persons who were the collateral heirs at law of the testator at the time of the daughter’s death seeking a construction of the will. The trial court adjudged that the appellee Lincoln Bank and Trust Company, ancillary administrator of the estate of Martha Miller Norris, was entitled to receive from the appellee Fidelity and Columbia Trust Company, trustee under the will of William Miller, all the personal property held by. it fin that capacity and that the appellee Dauphin Deposit Trust Company and John D. McAllister, residuary devisees under the will of Martha Miller Norris, were entitled to all the real estate held by the trustee under the •will of William Miller and authorized the trustee to transfer the real and personal estate in its hands accordingly. The present appeal is prosecuted from that judgment.

It is the contention of appellants, descendants of the brothers and sisters of the testator, that they, as heirs at *535 law of the testator living at the time of the death of Mrs. Norris, are entitled to the one-half of the estate devised and bequeathed under the fifth clause.of the will.

Appellees, on the contrary, claim that appellants took no interest under the will but that the personal representatives and devisees of Mrs. Norris are entitled to the property for one or more of the following reasons:

(1) That'Mrs. Norris took under the will a defeasible fee and that there was no gift in remainder, either to her descendants or to the testator’s heirs but, at most, an executory devise to the latter to take effect only upon the defeat of her fee by her death without issue and that the gift to testator’s heirs in that event was ineffectual for any purpose, because under the doctrine of “worthier title,” which they claim prevails in Kentucky, his heirs would take the property, not as purchasers under the will, but as reversioners under the statute of descent and distribution.

(2) That even though testator’s heirs took as purchasers under the. will, nevertheless Mrs. Norris was the person entitled to take because (a) testator’s reference to the daughter’s death without issue meant her death during his life,- or, if not, (b) the “heirs” were the surviving persons entitled at his death to take his intestate property under the statute and Mrs. Norris was the only person who answered that description.

(c) Testator’s reference to the daughter’s death without issue meant her death before the division of his estate, which was postponed until his widow’s death by the third clause of the will.

When considered without regard to rules of substantive law or construction and in light of the fact that the will speaks as of the testator’s death, it appears to us that the clause of the will in controversy should be construed as meaning that if the daughter died without surviving descendants then the estate devised to her should at her death go to those persons who would have been the heirs at law of the testator if he had survived his daughter and died immediately after her death.

Had the testator merely limited the devise after the termination of his daughter’s estate to his heirs there would be more room for doubt as to whether he had reference to his heirs at the time of his death but the use *536 of the words “as the same would descend from me” appears to us to indicate that he had reference to a class of persons who would be his heirs at a time beyond the date of his death. We will consider whether or not any settled rule of law or' construction demands a construction different from that indicated.

In Washburn on Real Property, 5th Ed., page 807, is found this statement of the common law:

“At common law, if a man seized of an estate limited it to one for life, remainder to his own right heirs, they would take, not as remaindermen, but asreversioners; and it would be moreover competent for him, as being himself the reversioner, after making such a limitation, to grant away the reversion. And where he made the limitation after a life .estate to his own heirs by will, they took as reversioners, and not as purchasers.”

The first sentence in the quoted paragraph is declaratory of the law often referred to as the doctrine of reversions (at least it has been so denominated in our state), while the second sentence is expressive of a particular application of the so called doctrine of “worthier title.” That doctrine was that if one is given by will the same interest in quantity aiid quality which he would have taken in event of intestacy, he takes by descent, not under the will, for the law gives the worthier title. In short, he takes by inheritance and not by purchase.

The doctrine of worthier title was abolished in England by Statute 3 and 4, Wm. IY, c.

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Cite This Page — Counsel Stack

Bluebook (online)
142 S.W.2d 181, 283 Ky. 532, 1940 Ky. LEXIS 385, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mitchell-v-dauphin-deposit-trust-co-kyctapphigh-1940.