Moorman v. Louisville Trust Co.

203 S.W. 856, 181 Ky. 30, 1918 Ky. LEXIS 479
CourtCourt of Appeals of Kentucky
DecidedJune 11, 1918
StatusPublished
Cited by12 cases

This text of 203 S.W. 856 (Moorman v. Louisville Trust 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
Moorman v. Louisville Trust Co., 203 S.W. 856, 181 Ky. 30, 1918 Ky. LEXIS 479 (Ky. Ct. App. 1918).

Opinion

Opinion of the Court by

Judge Clarke

Affirming.

This is an appeal from a judgment of the Jefferson circuit court dismissing, without prejudice, an appeal from a judgment of the county court probating a will, prosecuted in the name and for an infant devisee and heir of the testator by a next friend, and the only question involved is whether in so doing the trial court abused a sound judicial discretion.-

The written opinion of the lower court, made a part of the record, sets forth so admirably the facts and issues and proves so conclusively the power and duty of the court, in the exercise of a sound judicial discretion, to control the action of. the next friend so as to safeguard the interests of the infant, it is, to that extent, adopted and is as follows:

“ C. P. Moorman died in the city of Louisville, Kentucky, on February 13, 1917, having theretofore, on March 17, 1916, and March 18, 1916, made, in due form his will, and a codicil thereto, in which he devised a large estate, according to the record more than two million three hundred thousand dollars, how [31]*31much, more does not appear, upon which there is an annual income of more than one hundred thousand dollars, how much more does not appear; he left as his sole descendants and heirs at law a son, C. P. Moorman, Jr., and a granddaughter, the appellant, Lucy Elizabeth Moorman, a daughter and the only child of his deceased son, Elmore B. Moorman. By his will he made a number of specific devises, one, a substantial one, of fifty thousand dollars, to Joan Moorman, the wido.w of his deceased son, Elmore Moorman, mother of Lucy Elizabeth; the other specific devises were not large: He nominated the Louisville Trust Company as executor and trustee of certain trusts under his will. The thirteenth clause of his will is as follows :

‘ ‘ ‘ Thirteenth. I direct my executor, with the approval of the committee aforesaid, to divide all the rest and residue of my estate, real and personal, into two equal parts, and I devise and bequeath one of such parts to the Louisville Trust Company in trust for my son, Charles P. Moorman, Jr., for and during his natural life, subject to the following limitations: so much of the income accruing from this portion as. may be' necessary shall be used by said trustee, under the direction of the committee, for the proper and comfortable support of my son, Charles, and after his death the principal and unused income of this share shall be disposed of as in this will hereinafter directed.

“ ‘I devise and bequeath the other of two said two equal parts to the Louisville Trust Company, in trust for my granddaughter, Lucy Elizabeth Moorman, for and during her natural life, subject to the following limitations ; so much of the income from said portion as may be necessary shall be used by the trustee, under the direction of said committee, for the proper and liberal support of my said granddaughter and her family, should she have one. I direct that the income from this portion, not devoted to the support of my granddaughter, as aforesaid, shall be accumulated by the trustee and held as the property and estate of my said granddaughter until such accumulation shall have reached the amount of two hundred thousand dollars; when my granddaughter arrives at the age of twenty-five years said two hundred thousand dollars shall be paid to her as her •absolute estate, but in the event the accumulations do [32]*32not amount to such, sum at said time, then the trustee shall continue to apply the surplus income, as aforesaid, until said amount shall have been accumulated, at which time it shall be paid to her. So long as my granddaughter lives she shall receive such portion of the income of this trust as is required for her liberal support and that of her family, if any, as hereinbefore provided.

“ ‘Should my said granddaughter die at any time leaving issue surviving her the trust shall continue until the youngest of such issue living at her death attains the age of 21 years, and so much of the income from this portion of my estate as the committee may deem proper shall be used by the trustee for the support and educa-' tion of such issue until the time above designated, when this trust shall cease, and the principal and accumulated income of this share of my estate shall be distributed per stirpes among such issue.

“ ‘Should my granddaughter die leaving no issue surviving her, or should such issue die without issue surviving before attaining the age of 21 years, then the share left for my said granddaughter in this will shall be employed for the same uses and purposes ' as the share of my son, Charles P. Moorman, Jr., and pass under this will as said share passes.’

“The seventeenth clause of the will is in these words:

“ ‘If any person receiving any benefit under this will shall, directly or indirectly, resist its probate or seek in any way to contest it, or vacate or annul any of its provisions, then in such event the person so doing, or for whom any one authorized by law to act shall do so, shall forfeit all interest in my estate under this will or otherwise, and my estate shall be distributed under this will as though such person had died before me, leaving no issue surviving him or her. ’

“By the fourteenth clause of the will, he provides for the organization and establishment by a committee, which he nominated for that purpose, of a public charity for indigent old women, to be known as ‘The Charles P. Moorman Home for Women.’ The will provides elaborately for the management of the home; for the care and management of the estate; it provides also elaborately for the care and keeping of his son, Charles P. Moorman, Jr., whom he refers to as an invalid.

[33]*33“There are various provisions in the will which are not pertinent to the issue now before the court and it is unnecessary to discuss them. The will was probated on February 17, 1917, and the defendant, Louisville Trust Company, qualified as executor and accepted the trust imposed by the will. On February 24, 1917, Joan Moorman, mother of Lucy Elizabeth, qualified as her guardian, and on March 27th thereafter resigned, and on that day the Kentucky Title Savings Bank & Trust Company was appointed by the county court, duly qualified and is now the statutory guardian of Lucy Elizabeth Moorman.

“On August 23, 1917, Lucy Elizabeth Moorman, the infant, through Nicholas H. Dosker, her next friend, filed statement of appeal, alleging that the paper probated was not the true last will and testament of C. P. Moorman, deceased, because of lack of testamentary capacity, and also because of undue influence exercised in its making, in which all the parties interested were made defendants and duly summoned, including the executor and trustee, the Louisville Trust Company, and the statutory guardian, Kentucky Title Savings Bank & Trust Company, and Charles P. Moorman, Jr. The trustee and Charles P. Moorman, Jr., filed special demurrer to the statement on the ground that the plaintiff and- appellant has not the legal capacity to sue or maintain the proceeding; they also moved the court to require the next friend to-execute bond to protect Lucy Elizabeth Moorman against loss or damage which may be sustained by reason of the proceeding; they file also a plea in abatement on the general ground that the proceeding is against the real interest of Lucy Elizabeth Moorman, and further, that Joan Moorman, while she was guardian accepted as guardian certain benefits under the will.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Womble v. Gunter
95 S.E.2d 213 (Supreme Court of Virginia, 1956)
Hurley v. Blankenship
267 S.W.2d 99 (Court of Appeals of Kentucky (pre-1976), 1954)
Farr v. Whitefield
33 N.W.2d 791 (Michigan Supreme Court, 1948)
Kidd v. Kidd
124 S.W.2d 66 (Court of Appeals of Kentucky (pre-1976), 1939)
In re the Estate of Andrus
156 Misc. 268 (New York Surrogate's Court, 1935)
Calvery v. Calvery
55 S.W.2d 527 (Texas Supreme Court, 1932)
McCoy v. Provident Life Insurance Co.
153 S.E. 468 (Supreme Court of South Carolina, 1930)
Schiffer v. Brenton
226 N.W. 253 (Michigan Supreme Court, 1929)
In Re Estate of James H. Chambers
18 S.W.2d 30 (Supreme Court of Missouri, 1929)
Hafey v. Hafey
222 N.W. 256 (North Dakota Supreme Court, 1928)
Bartlett v. Louisville Trust Company
277 S.W. 250 (Court of Appeals of Kentucky (pre-1976), 1925)
Sizemore v. Commonwealth
224 S.W. 637 (Court of Appeals of Kentucky, 1920)

Cite This Page — Counsel Stack

Bluebook (online)
203 S.W. 856, 181 Ky. 30, 1918 Ky. LEXIS 479, Counsel Stack Legal Research, https://law.counselstack.com/opinion/moorman-v-louisville-trust-co-kyctapp-1918.