Orsburn v. Orsburn

244 S.W. 417, 196 Ky. 176, 1922 Ky. LEXIS 484
CourtCourt of Appeals of Kentucky
DecidedOctober 20, 1922
StatusPublished
Cited by5 cases

This text of 244 S.W. 417 (Orsburn v. Orsburn) 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
Orsburn v. Orsburn, 244 S.W. 417, 196 Ky. 176, 1922 Ky. LEXIS 484 (Ky. Ct. App. 1922).

Opinion

Opinion op the Court by

Turner, /Commissioner—

Eeversing.

On the 11th of February, 1905, George Orsbum conveyed to his son, Louie Smith Orsburn, appellant, in fee simple a one-half undivided interest in a tract of two hundred and seven acres of land, and in the same instrument conveyed to his said son for and during his natural life the annual rent and use of the other undivided one-half of the .same tract of land, equivalent to a life estate, providing that he should have the rent and use of the last named one-half interest during his natural life, if he did not convey, assign, encumber or anticipate the annual rent and use of said one-half, or attempt to convey, assign, encumber or anticipate the annual rent and use of the same, and providing that when he did so his right to the annual rent and use of said one-half was to immediately cease, and such right as to that one-half as was conveyed to him to immediately go to and be vested in such children as he might then have living and to the heirs of any child of his who might be dead; and then .provided: “And in any event at the death of Louie- Smith Orsbum the s'aid one-half of'land before named to be the property of such children as he may then have living and to the heirs of any children of his who may then be dead, and if the said Louie Smith Orsburn shall die without issue, then the one-half of said land shall be the property of his lawful heirs.”

This is an equitable action by Louie Smith' Orsbum against his brother and .sister seehing a partition of the 207 acres so as that the portion thereof to which the plaintiff has the fee may be severed from that portion in which he has only a life estate.

The petition alleges in 'substance that the plaintiff and the two defendants are the only children and heirs at law of George Orsburn, deceased, and that the plaintiff, .Louie Smith Orsburn, has no living children and the defendants, Eoy Orsbum and Euby Ditto, are the near[178]*178esit of plaintiff’s kin and his only living lawful heirs. It is then alleged that plaintiff and the defendants are the joint owners of the tract of 207 acres of land, in which tract the plaintiff owns an absolute fee in and to the one-half undivided interest, and a life estate in and to the other half thereof, and that defendants are the owners of a contingent remainder in and to the one-half undivided interest in which the plaintiff has a life estate. The petition alleges that the plaintiff has not broken nor violated any of the provisions and conditions of the deed which, under its terms, would work a forfeiture of his life estate in the one-half undivided interest, and further alleges that the two defendants, his brother and sister, are the only living lawful heirs of the plaintiff, and the only persons in existence who would take the said one-half undivided interest in the tract of land described should plaintiff now die, and are the only ones who would be entitled to the annual rents and use of the same should the plaintiff violate the provisions and conditions of the deed..

It is then alleged that the plaintiff has placed valuable and lasting improvements upon the tract of land in question, paid for out of his own funds, to the amount and value of seven thousand dollars, and then the usual allegations that the land is susceptible of division without materially impairing the value of the same or any interest therein.

The prayer is that the court appoint commissioners to divide the tract of land between the plaintiff and defendants, allotting to plaintiff in fee simple one-half of the tract so as to include that part or parts on which he has placed improvements and without considering the enhancement in value by reason of said improvements, and allot the other one-half and have title thereto taken in accordance with the terms and conditions of the deed, which is filed with the petition.

'To this petition defendants filed a general demurrer, which, upon consideration, the lower court sustained, and plaintiff having declined to plead further his petition was dismissed, and he has appealed. The record does not disclose the ground upon which the lower court sustained the demurrer, but we apprehend from the briefs it was because of the lower court’s opinion that there was no joint holding of the property within the meaning of section 499 of the Civil Code, upon which the action is based. That section of the Code, insofar as it is applicable, is as follows :

[179]*179“A person desiring a division of land held jointly with others, or an allotment of dower, may file in the circuit court or county court of the county in which the land or the greater part thereof lies, a petition containing a description of the land, a statement of the names of those having an interest in it, and the amount of such interest, with a prayer for the division or allotment; and, thereupon, all persons interested in the property who have not united in the petition shall be summ oned to answer on the first day of the next term of the court. ’ ’

In section 732 of the Civil Code, providing rules for the construction thereof, it is provided in subsection^ 29 that “The words ‘joint property’ and words of like import embrace property held jointly or in partnership or in co-parcenary or in common, ’ ’

and the previous subsection (28) provides:

“The words ‘joint tenants’ and words of like import embrace tenants in common and in co-parcenary.”

From these Code provisions it is apparent the legislative purpose was to dispense with the old common law distinctions between the several different kinds of joint holdings, and to make them all co-tenants without regard to such technical differences.

This brings us to a consideration of' the question whether the plaintiff and the defendants in this action jointly hold the tract of land in question as contemplated ■ by section 499.

The plaintiff in the action was the actual occupant of the whole of the tract of land, holding title thereto in fee for a one-half undivided interest, and holding the other one-half undivided interest for and during his natural life, and the question would appear to be whether his holding of the one-half undivided interest in which he had only a life estate was also the holding of his brother and sister, the defendants herein, who had, as alleged, a re- • mainder therein, contingent upon the plaintiff dying without issue surviving him, the two defendants being at the time the suit was filed the only persons in being who had any interest, vested or contingent, in the property other than the plaintiff himself.

It maybe conceded that ordinarily a joint holding of property contemplates the joint right of occupancy of the property, or some part of it. Here, however, the defendants, while claiming an interest in the property, under the peculiar conditions existing, have no present right to [180]*180the occupancy of any part of it, and yet they are claiming an interest in the property under the same instrument plaintiff claims under, and we are unable to understand why it is not logical and within the meaning of section 499 to say that his present occupancy is their joint holding with him to the extent of their interest in the one-half interest to which he has only a life estate.

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

Related

Marian v. Swanson v. Terrence K. Swanson
Court of Appeals of Minnesota, 2014
Prude v. Lewis
430 P.2d 753 (New Mexico Supreme Court, 1967)
Langford v. Carr
159 S.W.2d 107 (Texas Supreme Court, 1942)
Chenault's Guardian v. Metropolitan Life Ins.
53 S.W.2d 720 (Court of Appeals of Kentucky (pre-1976), 1932)
Weedon v. Power
260 S.W. 385 (Court of Appeals of Kentucky, 1924)

Cite This Page — Counsel Stack

Bluebook (online)
244 S.W. 417, 196 Ky. 176, 1922 Ky. LEXIS 484, Counsel Stack Legal Research, https://law.counselstack.com/opinion/orsburn-v-orsburn-kyctapp-1922.