Murray v. Murray

564 S.W.2d 5, 1978 Ky. LEXIS 344
CourtKentucky Supreme Court
DecidedJanuary 31, 1978
StatusPublished
Cited by5 cases

This text of 564 S.W.2d 5 (Murray v. Murray) is published on Counsel Stack Legal Research, covering Kentucky Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Murray v. Murray, 564 S.W.2d 5, 1978 Ky. LEXIS 344 (Ky. 1978).

Opinion

CLAYTON, Justice.

This appeal represents the culmination of nearly 10 years of litigation over the right of Hershell Belmont Murray, the natural but illegitimate son of the late Dr. Hershell B. Murray, to share in his father’s estate by virtue of either KRS 394.400 or 394.410, two of the so-called anti-lapse statutes.

The setting within which this controversy arose is as follows. Dr. Murray, a Morgan County physician, was killed in a boating accident on May 21, 1967. On April 22, 1968, Dr. Murray’s last will and testament was admitted to probate in the Morgan County Court. The will, dated December 26, 1944, reads in its entirety as follows:

All of my estate I devise and bequeath One-Half to Fred Murray and Lula B. Murray (Father & Mother), the other Half to Mrs. Florence B. Murray (Wife) for their own use and benefit forever, and I hereby appoint them my executors without bond, with full power to sell, mortgage, lease, or in any other way dispose of the whole or any part of my estate.

Fred Murray predeceased his son in 1955, leaving Dr. Murray as his sole surviving child. Dr. Murray was in turn survived at his death by three children — Jane Duncan Murray and Judith Ann Murray, his adopted daughters, and Hershell.

On July 26, 1968, Hershell instituted this action in the Morgan Circuit Court 1 against Florence Murray (named individually, as administratrix, and as guardian of the two adopted children), Lula Murray, Jane, and Judith, asserting that he is entitled to participate in the distribution of Dr. Murray’s estate under the provisions of either KRS 394.400 or 394.410, 2 which read, at the time of Dr. Murray’s death, as follows:

KRS 394.400:
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:
(1) When a devise is made to several as a class or as tenants in common, or as joint tenants, and one 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 their descendants, if any; if none, to the surviving devisees, unless a different disposition is made by the devi-sor.
(2) A devise to children embraces grandchildren when there are no children, and no other construction will give effect to the devise. 3

*7 After some six years of procedural sparring, the trial court eventually determined that Hershell is an illegitimate child and is thereby precluded from sharing in Dr. Murray’s estate by KRS 391.090(2), which provides that “a bastard shall inherit only from his mother and his mother’s kindred.” On February 28, 1974, judgment was entered dismissing the suit.

Hershell appealed to this court on March 26, 1976; on October 8 of that year we transferred the case to the then newly created Court of Appeals, which subsequently affirmed the judgment of the trial court in an opinion reported at 549 S.W.2d 839 (1977). We granted discretionary review on May 17, 1977, to determine the issues raised. We reverse.

The determination by the Court of Appeals that Hershell is not entitled to share in Dr. Murray’s estate was based on two grounds, the first being that KRS 391.-090(2) prohibits an illegitimate from taking under KRS 394.400 or 394.410 a devise which was originally made to his father or his father’s kindred. At the time the court rendered its opinion, this was certainly a correct interpretation of the law; for it has long been the rule in this jurisdiction that whether or not an illegitimate is eligible to take under the anti-lapse statutes does indeed depend on whether or not that illegitimate would be eligible to inherit under the laws of intestate succession. Cherry v. Mitchell, 108 Ky. 1, 55 S.W. 689 (1900). On April 26, 1977, barely two months after the Court of Appeals rendered its decision, however, the United States Supreme Court handed down Trimble v. Gordon, 430 U.S. 762, 97 S.Ct. 1459, 52 L.Ed.2d 31 (1977), in which an Illinois bastardy statute similar to KRS 391.090 was struck down as violative of the Equal Protection Clause of the Fourteenth Amendment. On October 7, we followed suit and declared KRS 391.090(2) to be unconstitutional, Pendleton v. Pendleton, Ky., 560 S.W.2d 538, rev’g 531 S.W.2d 507 (1977), applying our ruling to all cases in which the issue had been raised and a final mandate had not been issued as of the date of the Trimble decision. Pendleton, 560 S.W.2d 538, as modified on rehearing (Jan. 10, 1978). Inasmuch as the specific constitutional issue had been raised in this case and it was still in litigation on April 26, 1977, it is clear that Hershell can no longer be precluded from sharing in his father’s estate solely because of his status as an illegitimate.

The second ground upon which the Court of Appeals relied in denying Hershell the right to recover under the anti-lapse statutes was that Dr. Murray made a “different disposition” of that part of his estate originally devised to Fred: not in the usual sense of naming someone to take Fred’s share in the event that Fred should predecease him, but rather in the most unusual sense of specifying that regardless of who else might be designated by statute to take Fred’s portion of the estate, he did not want Hershell to recover. The court found this intention to disinherit Hershell in Dr. Murray’s failure to name Hershell as a devi-see in his will when the will was written, apparently reasoning that if Dr.

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Bluebook (online)
564 S.W.2d 5, 1978 Ky. LEXIS 344, Counsel Stack Legal Research, https://law.counselstack.com/opinion/murray-v-murray-ky-1978.