Patch v. Patch-Smith

155 P.2d 765, 113 Colo. 186, 1945 Colo. LEXIS 170
CourtSupreme Court of Colorado
DecidedJanuary 22, 1945
Docket15,297
StatusPublished

This text of 155 P.2d 765 (Patch v. Patch-Smith) is published on Counsel Stack Legal Research, covering Supreme Court of Colorado primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Patch v. Patch-Smith, 155 P.2d 765, 113 Colo. 186, 1945 Colo. LEXIS 170 (Colo. 1945).

Opinion

Mr. Justice Jackson

delivered the opinion of the court.

*187 This case involves the construction of the will of James E. Patch, which was duly admitted to probate in the county court of Arapahoe county. The four disposing paragraphs read as follows:

“First, It is my wish that all my just debts be paid in full.
“Second, I give and bequeath to my wife Augusta Patch all of my property, real and personal, wherever located, and at her death all of the said property, remaining in her possession, real and personal is to be divided equally between our two children, viz: Mrs. Jennie M. Uhlman and Marie A. Patch-Smith. If either of the said children are deceased at the time of my wife’s decease, then the share of each daughter is to go to the child or children of each daughter, respectively. Third, in the case that Marie A. Patch-Smith should be living at the time of my wife’s decease, then her share of the estate left by my wife Augusta Patch is to be kept intact for the full use and benefit of the said Marie A. Patch-Smith, and at her demise is to go to her children, to be divided equally between them.
“Fourth, I wish to make it plain that my wife Augusta Patch is to have all of my property, real and personal, to do with as she pleases, she can sell or trade any part of it but what is left at her death is to be divided as specified above.”

All three of the beneficiaries named in the will survived the testator. Marie A. Patch-Smith, one of the testator’s daughters, filed a petition asking that the will be construed so as to give, bequeath and devise unto Augusta Patch, the widow of said decedent, a life estate, with the right in the widow to sell or trade the same during her lifetime upon making a report to the court. The other daughter and the widow answered, asking that the court decree that the widow take a fee simple estate in all of the real estate of the decedent.

The county judge held that testator’s intention was to give his wife a life estate, with the remainder to the *188 children. The district court held likewise, but enlarged the powers of the widow over those awarded in the county court decree by providing: “That said Augusta Patch shall have the authority and power to sell, trade and convert any property, real and personal for her own use as fully as if she were the owner of it, but that she cannot give it away or will it away, or in any manner dispose of it except for her personal maintenance and support, and that she shall in no way dispose of or destroy the remainder after such use, for which purposes she is a trustee under the will.” The court also decreed all of the third paragraph of the will to be null and void.

The case then was brought here on writ of error, with very little of the record from the trial court, but with an agreed statement in accordance with rule 112 of our Rules of Civil Procedure. Plaintiffs in error seek reversal on application for supersedeas, and defendant in error joins them in.asking that the case be determined on such application. We have concluded so to dispose of the matter.

From a stipulation recently entered into, since the case came here, it appears that the inventory on file in the county court in the matter of the estate of testator “discloses no real or personal property in the state of Colorado, but discloses the following real property in the state of Kansas [then follows the description of a quarter section of land and two separate lots or parcels in the city of Topeka, Kansas].”

Counsel for plaintiffs in error cite cases from a number of other jurisdictions as well as our recent opinion in McLaughlin v. Collins, 109 Colo. 377, 125 P. (2d) 633, in support of their contention that the will should be construed so as to give an estate in fee to the widow, and they conclude their reply brief with the statement: “We are therefore willing to rest our case on the precedent laid down by this court in McLaughlin v. Collins [supra].”

*189 Counsel for defendant in error, after arguing that the language in the will here under construction does not bring it within the principles of McLaughlin v. Collins, supra, raise the additional point that all of the property involved is real estate located in Kansas, and that the interpretation of the will must therefore be controlled by the pertinent rules laid down by the courts of Kansas and not those of Colorado; that Kansas decisions in the cases of similarly worded testamentary provisions indicate that the widow would not be entitled to an estate in fee, but would be awarded simply a life estate with remainder over to the two daughters.

We agree with the contention that the law governing the interpretation of the will here involved is the law in force in the state of Kansas pertaining to testamentary dispositions, and not the law of Colorado, for the reason that • all of the property involved under the will consists of real estate situate in the former state. This is the general rule of construction as set forth in 12 C.J. 483, section 91, which is as follows: “The law of the testator’s domicile at the time of the making of his will enters into and forms one of the surrounding circumstances in the light of which his intention is to be determined. And it may be stated as a general rule that as to its effect with reference to movables a will is to be construed according to the law of the testator’s domicile, unless his intention that some other law shall govern is apparent. As to the effect of a testamentary disposition of immovables, however, it has been held that the lex rei sitae is to control. Where a will affects lands within a state, the courts of that state are not bound to adopt the construction placed on it by the courts of another state.” See, also, 15 C.J.S., p. 945, §21. The courts of both Kansas and Colorado have followed this rule.

The opinion in Larned v. Larned, 98 Kan. 328, 158 Pac. 3, contains this statement: “The law of the domicile and the effect given to its provisions by the courts *190 of that jurisdiction may be examined to aid in finding the intention of the testator, but when it comes to the disposition of real property the law of the place where the property is situated must control.”

Mr. Justice Campbell, speaking for our court in Blatt v. Blatt, 79 Colo. 57, p. 66, 243 Pac. 1099, 1103, 57 A.L.R. 221, cited 12 C.J. 483, supra, also calling attention to 18 C.J. 809, and 40 Cyc. 1383, quoting with approval a paragraph from the latter work. His opinion also contains the following: “Peet v. Peet, 229 Ill. 341, 82 N.E. 376, 13 L.R.A. (N.S.) 780, 11 Ann. Cas. 492, collects many authorities and enforces the rule that where a will affects land within a state the courts of that state are not bound to adopt the construction placed upon it by the courts of another state where the will was executed. In Clarke v. Clarke, 178 U. S. 186, 20 Sup. Ct. 873, 44 L. Ed.

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Related

Clarke v. Clarke
178 U.S. 186 (Supreme Court, 1900)
Blatt v. Blatt
243 P. 1099 (Supreme Court of Colorado, 1926)
McLaughlin v. Collins
125 P.2d 633 (Supreme Court of Colorado, 1942)
Peet v. Peet
229 Ill. 341 (Illinois Supreme Court, 1907)
Ernst v. Foster
49 P. 527 (Supreme Court of Kansas, 1897)
McNutt v. McComb
58 P. 965 (Supreme Court of Kansas, 1899)
Holt v. Wilson
108 P. 87 (Supreme Court of Kansas, 1910)
Bullock v. Wiltberger
142 P. 950 (Supreme Court of Kansas, 1914)
Larned v. Larned
158 P. 3 (Supreme Court of Kansas, 1916)
Postlethwaite v. Edson
155 P. 802 (Supreme Court of Kansas, 1916)
Scott v. Gillespie
176 P. 132 (Supreme Court of Kansas, 1918)
Markham v. Waterman
181 P. 621 (Supreme Court of Kansas, 1919)
Pearson v. Orcutt
189 P. 160 (Supreme Court of Kansas, 1920)
Smith v. Judge
298 P. 651 (Supreme Court of Kansas, 1931)
Pricer v. Simonton
5 P.2d 835 (Supreme Court of Kansas, 1931)
Hoover v. Roberts
74 P.2d 152 (Supreme Court of Kansas, 1937)

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Bluebook (online)
155 P.2d 765, 113 Colo. 186, 1945 Colo. LEXIS 170, Counsel Stack Legal Research, https://law.counselstack.com/opinion/patch-v-patch-smith-colo-1945.