Myers v. Daviess

49 Ky. 394, 10 B. Mon. 394, 1850 Ky. LEXIS 116
CourtCourt of Appeals of Kentucky
DecidedJuly 6, 1850
StatusPublished
Cited by4 cases

This text of 49 Ky. 394 (Myers v. Daviess) 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
Myers v. Daviess, 49 Ky. 394, 10 B. Mon. 394, 1850 Ky. LEXIS 116 (Ky. Ct. App. 1850).

Opinion

Jddge Simpson

delivered the opinion of the Court.

J. H. Daviess, by his last will, vested his whole es~ tate, real, personal and mixed, in John Rowan and Jas. Meáde and the survivors of them, and in such trustee as such survivor should appoint by deed or will; and if they died without making such appointment, then Samuel Daviess and Daniel Gross, or the survivor of them, were to be his trustees. The estate was vested in trust, that the trustees might pay the testator’s debts and comply fully with all his contracts. They were to appropriate a part of the estate for the support of the testator’s wife; and when the testator’s nephews, the sons of William Daviess, Samuel Daviess and John Daviess grew up, the trustees were to divide the estate into not more than three parts, and to give it to such of his nephews as they deemed most worthy. They were authorized to give the entire estate to one, if they thought proper to do so, or to two, but not to more than three at farthest. If the execution of the will should devolve upon Samuel Davis, his son was to have no share of the estate.

[395]*395After the death of the testator, the widow renounced the provisions of his will in her favor, and, claimed and received dower in the estate.

The testator died in 1811. Meade, one of the trustees, died in 1812. Rowan died in 1843; and Gross, one of the second set of trustees, died previous to Rowan. No disposition of the estate, at the time of Rowan’s death, had been made to any of the testator’s nephews. Nor had Rowan appointed a trustee to manage the estate, and consequently the execution of the trust devolved upon Samuel Daviess, the only surviving trustee named in the will.

In 1843, after Rowan’s death, Samuel Daviess, by deed duly executed, appointed one of the testator’s nephews, namely, Joseph Hamilton Daviess, son of John Daviess, sole devisee under the testator’s will, giving to him the whole estate, with full power and authority to take, occupy and enjoy it according to the provisions of the will. But the deed of appointment contains a condition by which the said J. H. Daviess is required, within four months from the date of the deed, to execute and deliver to Samuel Daviess a deed, in writing, releasing and discharging the heirs and legal representatives of John Rowan and James Meade, the former trustees and the sureties in their executorial bond, and their agents, Samuel Daviess and John Daviess, wTho had acted under said trustees, from all claim or demand or suits on the part of J. H. Daviess, the selected devisee, for or on account of any alleged defalcation or mal-administration of said estate, or for any other cause whatever.

In the assignment of dower to the widow she received several slaves, as her dower interest, in the slaves that belonged to the testator’s estate. In the year 1822 a judgment was confessed by Rowan for the sum of $726 68 in a suit previously brought against him as the executor of J. H. Daviess by Jacob Philips; and the execution that issued upon that judgment, being against Rowan as executor, and to be made of the assets in his hands, was levied upon the reversionary interest of [396]*396the dower slaves, which was sold under the execution in the year 1823, and purchased by Joseph Pollard, who had. previously married the widow, and then had the slaves in his possession in right of Ins wife.

Where a testator appoints a person to execute his will, conferring upon him the powers and lights which appertain to an executor, it amounts to a constructive appointment of such person to the office of executor, though he be styled a trustee: (1 Williams on Executors, 123.) Questions in the case.

The dower interest in the slaves ceased and determined in the year 1847 by the death of the widow. After her death this action of detinue was brought by J. H. Daviess, the appointee under the will, to recover the dower slaves against those claiming by virtue of the purchase of the reversionary interest at the sale'made under the execution by the Sheriff. Myers had the slaves in possession when the widow died, and the parties agreed that he should hold them merely as a stakeholder, and this suit should be brought against him for the purpose of trying the right, but he should not be liable for the costs, nor for the negroes.

The testator did not in his will nominate an executor in express terms. But as he confided to the persons whom he denominated trustees the execution of his will and conferred upon them the rights which appertain to an executor, it amounts to a constructive appointment of them to the office, and although called trustees by the testator, they were also his executors according to the tenor of his will: (1 William’s on Executors, 123.)

The plaintiff’s right of recovery in this action is contested mainly upon two grounds. First, that the deed of appointment under which he claims is invalid, inasmuch as it contains a condition intended to operate for the benefit of the trustee by whom it was executed, and upon the performance of which the vesting of the estate depends. And, furthermore, that the deed, if valid, did not invest the plaintiff with the legal title to the property, which still remained in the trustee after the execution of the deed.

Second, that the Sheriff’s sale under the execution against Rowan, as executor, transferred the reversionary interest in the slaves, after the termination of the dower estate, to the purchaser, and consequently the plaintiff has no title to them.

n me condition annexed to a cornevante be "passed ,ho."Sl> ,||B co"; peiformed — so if the condition be inegai. .... . , , Where a testator devised _ the. taie to trustees," renounced™^ provision made for hex by the-will, and had dower assigned in slaves .which were embraced by the will: Held that the trastees were only divested of title to the extent of the dower interest, & the reversion remained in the ®¿e“sdlia-

1. The objection to the appointment of the plaintiff as devisee, is (bunded on a misconception of the nature of the condition contained in the deed by which he is , . , . . i i i -n designated as the person who is to ,take under the will, It is not a precedent condition that must be performed before the estate vests, but a condition subsequent, the performance of which is not. essential to the vesting of , t,- . ,. , , , , ^ . the estate. It the condition be illegal, it does not vitiate the deed of appointment, or defeat the estate which it confers, although the condition itself may be void and inoperative. And as the deed designates the plaintiff as the person who is to take under the will, and invests him with all the rights of a devisee, with power and authority as such, to take, occupy and enjoy the estate according to the provisions of the will, the title to the slaves which belonged to the estate vested in him, nothing more being necessary to the completion of his title, after his appointment as devisee, than the assent of the trustee and executor, that he should take the slaves and hold them in that character.

2. The effect of the Sheriff’s sale depends upon the question whether the reversionary interest in the dower slaves remained in Rowan, as trustee and executor, at the time of the sale, and whether such an interest in the slaves'was assets in his hands and liable to sale by execution?

The will vested the title to the whole of the testator’s estate in the trustees.

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Bluebook (online)
49 Ky. 394, 10 B. Mon. 394, 1850 Ky. LEXIS 116, Counsel Stack Legal Research, https://law.counselstack.com/opinion/myers-v-daviess-kyctapp-1850.