Oster's Exor. v. Ohlman

219 S.W. 187, 187 Ky. 341, 1920 Ky. LEXIS 125
CourtCourt of Appeals of Kentucky
DecidedMarch 5, 1920
StatusPublished
Cited by8 cases

This text of 219 S.W. 187 (Oster's Exor. v. Ohlman) 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
Oster's Exor. v. Ohlman, 219 S.W. 187, 187 Ky. 341, 1920 Ky. LEXIS 125 (Ky. Ct. App. 1920).

Opinion

[344]*344Opinion op the Court by

William Rogers Clay, Commissioner

Affirming in part and reversing in part on the original appeal, and affirming'in part and reversing in part on the cross appeal.

Adam Oster, a resident of Jefferson county, was killed on May 29, 1915. Besides his widow, Barbara Oster, he left surviving him one son, Otto J. Oster, two daughters, Elizabeth Dewald and Amelia Schmidt, and a granddaughter, Lillian Malinda Oster, the daughter of a deceased son, all of whom were the issue of a former marriage.

By the terms of his will, Adam Oster gave to his widow, a widow’s portion according to the law of Kentucky. He also bequeathed to his granddaughter the sum of $200.00 and to his son, Otto, the sum of $500.00. The remainder of his estate he devised to his son and two daughters in equal portions. His son was nominated and qualified as executor of the estate.

At the time of his death, the testator was the owner of personal property worth about $1,400.00, and two pieces of real estate, one on the corner of Ballard and Campbell streets in Louisville worth about $1,600.00, and the other on Market street in that city worth about $5,000.00. Besides an accident policy for the sum of $1,000.00, he carried certain benefit certificates which will hereafter be referred to. The claims against the estate, including funeral expenses, amounted to $1,132.11. Among the claims was a note of $200.00 to the widow dated November 9, 1912, and bearing interest from date until paid.

At the time of his death the testator and his wife were occupying the Market street property, and thereafter his widow continued to occupy the property until the month of March, 1916.

On March 21, 1916, the widow renounced the will in the manner provided by law.

Being unable to secure from the executor her dowable and distributable share of her husband’s estate, the widow brought suit under section 428 of the Civil Code, against the executor and all parties in interest, for a settlement of the estate. Thereafter, she filed a reformed petition setting up her interest in the estate, and asked that the real property be sold, both on the ground that the personal estate left, by the testator was insufficient [345]*345to pay his debts, and that she and his children were joint owners of the property and the property could not be divided without materially impairing, its value. Certain claims against the estate were allowed, while others were rejected, and on final hearing the real property was ordered sold, both on the ground of the insufficiency of the personal estate to pay the debts of the testator, and on the ground of indivisibility. From the various judgments, Otto Oster appeals, both as executor and as an individual, while the executors of Barbara Oster, who died during the pendency of the action, and Elizabeth Dewald and Amelia Schmidt prosecute a cross appeal.

The grounds urged for reversal on the original appeal will be considered in their order.

(1) Since the husband may consume or dispose of all his personal estate without the consent of his wife, it necessarily follows that the wife has no vested estate in the personal property of her husband. That being true, no contract rights are involved and the legislature has plenary power to prescribe what portion of the husband’s personal estate «ball be exempted to the widow. Hence, the widow’s exemption rights in personal property are controlled by the law in force at the time of her husband’s death, and not by the law in force at the time of her marriage^. Under the present statute, which was in force when Adam Oster died, his widow, there being no infant children, was entitled to money or other personal property of the value of $750.00, and this statute applies where the widow renounces the provisions of the will in the time prescribed by law. Kentucky Statutes, section 1403, subsection 5. Since the executor had on hand a sufficient amount of money to pay the widow’s exemption, but failed to do so, it was proper to render judgment against the executor for the sum of $750.00. However, the estate is not properly chargeable with interest on this amount. If the case is one where interest should be charged, it should go against the executor individually. We may further add that if the executor has used the exempted property for the purpose of paying debts, the widow’s judgment is not collectible out of the real estate of her husband, but is a personal liability of the executor, who, upon a sale of the real estate, will be subrogated to the rights of the creditors whose debts ho paid. Franzell’s Exor. v. Franzell, 153 Ky. 171, 154 S. W. 912.

[346]*346(2) Since no dower was assigned to the widow, she not only had the right to occupy the mansion house free of rent, but was also entitled to one-third of the gross rents of her husband’s dowable real estate. Kentucky Statutes, section 2138; Morton’s Exor. v. Morton, 112 Ky. 712, 66 S. W. 641.

(3) A careful review of the evidence convinces us that the charge of waste made against the widow was not sustained.

(4) At the time of his death, Adam Oster carried an accident policy in the Fidelity and Casualty Company, payable to his wife. After his death the proceeds were paid to Mrs. Oster. Otto Oster claimed the proceeds of this policy on the ground that he had been made the beneficiary. The evidence merely shows that Adam Oster directed that the change be'made when the policy expired. Adam Oster’s death took place before the policy expired and no change in the beneficiary was made. It necessarily follows that the policy was payable to Mrs. Oster, the original beneficiary.

(5) The evidence leaves no doubt that Adam Oster borrowed $200.00 from his. wife, and executed to her the note of November 9, 1912. It follows that the chancellor did not err in adjudging that the note was a valid claim against the estate.

(6) There is no merit in the contention that the widow could not maintain the action for the sale of the decedent’s real estate. In the first place the Code provides that a vested estate in real property may be sold by order of a court of equity, “if the estate shall have passed by devise or descent to the widow and heir or heirs of a decedent, and the widow shall have a life right in a portion thereof, either as homestead or dower or by devise, and the said property can not be divided without materially impairing its value or the value of the plaintiff’s interest therein.” Civil Code, sec. 490, subsection 3. In the next place the widow was a creditor of the decedent, and more than six months having elapsed since the qualification of the personal representative, she had the right to bring an action for the settlement of the estate, and for a sale of the real estate on the ground that the personal property was not sufficient to pay his debts. Civil Code, sections 428 and 429.

[347]*347(7) The attorneys for the widow were allowed by the commissioner a fee of $300.00, payable out of-the estate of Adam Oster. On exceptions, the chancellor held that only $100.00 ’ of this fee should' be paid out of said estate, and that the remainder should be paid out of the estate of the widow who was then dead. It is argued that no allowance should have been made out of the estate of Adam Oster because the suit was solely for the benefit of the widow.- It appears, however, that the executor would not settle, that there were other creditors besides the widow, and that a suit for settlement was necessary.

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Bluebook (online)
219 S.W. 187, 187 Ky. 341, 1920 Ky. LEXIS 125, Counsel Stack Legal Research, https://law.counselstack.com/opinion/osters-exor-v-ohlman-kyctapp-1920.