Phillipson v. Watson

87 P.2d 567, 149 Kan. 395, 1939 Kan. LEXIS 64
CourtSupreme Court of Kansas
DecidedMarch 4, 1939
DocketNo. 34,128
StatusPublished
Cited by14 cases

This text of 87 P.2d 567 (Phillipson v. Watson) is published on Counsel Stack Legal Research, covering Supreme Court of Kansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Phillipson v. Watson, 87 P.2d 567, 149 Kan. 395, 1939 Kan. LEXIS 64 (kan 1939).

Opinion

The opinion of the court was delivered by

Haevey, J.:

This was an action to construe the will of Peter Bag-gerly. Defendants, by cross petitions, sought to have construed with it the will of his wife, Clara Barber Baggerly, and to have certain claims allowed and paid from the assets of both estates. The trial court’s decision was adverse to plaintiffs, and they have appealed.

The facts, not seriously controverted, may be stated as follows: Peter Baggerly and his wife were residents of Minneapolis, members of the Methodist Episcopal Church, and interested in its various religious and educational activities. They had no children. On October 12,1920, they signed a pledge to the board of trustees of the Kansas Wesleyan University for the sum of $5,000, “payable on or before our death.” On October 27,1923, they signed a pledge to the Preachers’ Aid Society for $1,500 to “become due upon the day of our decease” and payable within one year thereafter “out of the proceeds of our estate.”

Peter Baggerly died November 19, 1925, leaving a will, the pertinent provisions of which read:

“After all my lawful debts are paid and discharged, I give, devise and bequeath to my wife, Clara Barber Baggerly, all of my property . . . excepting the following bequests” [of $1,000' each to the testator’s six nephews and nieces, four of whom are plaintiffs in this action and the other two are defendants] .
“It is further declared to be the intent of my will that the conveyance of a part of my estate to my wife, Clara Barber Baggerly, is absolute for her personal use and for such purposes as she may deem proper having in view the carrying forward of the interests with which I have been identified or have suggested for consideration.
“It is also to be understood that any residue of my estate after the settlement of the same at her death shall revert to my legal heirs.”

His wife, Clara Barber Baggerly, was named to be executrix.

The will was duly admitted to probate April 19, 1926, and the widow, Clara Barber Baggerly, was appointed and qualified as [397]*397executrix. She filed an inventory and appraisement showing personal property of the value of $13,958.42, and real property consisting of three tracts of farm land, and a residence property in Minneapolis, of the total appraised value of $18,720.

The executrix administered upon the estate of Peter Baggerly and filed her final account November 1, 1927. This was approved by the court and an order was made discharging the executrix.

On June 10, 1930, Clara Barber Baggerly executed a pledge to the Preachers’ Aid Society for $1,000 to “become due upon the day of my decease” and to be paid “out of the proceeds of my estate.”

On December 4, 1937, Clara Barber Baggerly died, leaving a will, the pertinent portions of which read:

“I direct that all just debts be paid, to include funeral and burial expenses. . . . Also a pledge of five thousand dollars ($5,000) made by my husband and myself, October 20, 1920, to Kansas Wesleyan Univ. to be paid at the decease of both — Ys from my individual estate, % from his. Ledger p — 61.
“Also a pledge of fifteen hundred dollars ($1,500) made by us to the Conference Claimants, or Preachers’ Aide, Oct. 27, 1923 — ■Vs fr. my estate and % from his. Ledger, p. 61. Also a pledge to Asbury Hospital, made by myself. . . .
“After debts, pledges, and subscriptions are paid, I direct that my husband, Peter Baggerly’s estate be equally divided among the nieces and nephews, as follows (see his will) [naming and giving the addresses of six nieces and nephews of Peter Baggerly given $1,000 each by his will].
“Prom my own individual estate, I direct, will and devise, as follows: [Five hundred dollars to the Women’s Foreign Missionary Society of the M. E. Church, $500 to the M. E. Church, the remainder to be divided in five portions and each portion given to one or more named persons.]” It appointed Chas. C. Davis as the executor.

This will was duly admitted to probate December 10, 1937, and Chas. C. Davis was appointed and qualified as executor.

Chas. C. Davis, as such executor, filed an inventory and appraisement in the estate of Clara Barber Baggerly, listing real and personal property of the aggregate appraised value of $11,486.08. Included in this list were three tracts of farm land of the appraised value of $8,000, the title to which stood in the name of Peter Bag-gerly, and being the same property inventoried as a part of the assets of his estate.

This action was brought in March, 1938. The plaintiffs are four of the six nieces and nephews of Peter Baggerly, mentioned in his will, and also in the will of Clara Barber Baggerly. The other two are named as defendants. Other defendants were the Kansas Wes[398]*398leyan University, the Preachers’ Aid Society, Chas. C. Davis, as executor of the estate of Clara Barber Baggerly, and all of the beneficiaries named in the will of Clara Barber Baggerly. It alleged the relationship of the plaintiffs and of the two defendants, nephews of Peter Baggerly; the death, testate, of Peter Baggerly and of Clara Barber Baggerly; that there remained undisposed of certain real estate of Peter Baggerly, describing the tracts of 'farm land which stood in his name and which have been inventoried in each of the estates; alleged that the plaintiffs and the two defendant nephews were the owners in fee of that property under the will of Peter Bag-gerly, and asked for the construction of his will in the following particulars:

“(a) Did Peter Baggerly by his will intend to give all his property to his wife, Clara Barber Baggerly, to be hers absolutely; or (b) Did Peter Baggerly by his will intend to give his wife, Clara Barber Baggerly, a life estate-orily in his property, with power to dispose of the same during-her lifetime; or (c) Did he intend that his legal heirs should have all his property remaining un-disposed of upon the death of his said wife, and (d) What did Peter Baggerly mean in his will by the expression, ‘interest with which I have been identified or have suggested for consideration?”’

The Kansas Wesleyan University answered, alleging its corporate existence as a religious educational institution; admitted the death of Peter Baggerly and the probate of his will; alleged the death of Clara Barber Baggerly, testate, and the probate of her will and the appointment of her executor, and for lack of information neither-admitted nor denied that the three pieces of farm property described in the petition were undisposed of property of the estate of Peter Baggerly; suggested an interpretation of the will of Peter Baggerly, and alleged that if the court determined that will should be construed it should also construe in connection therewith the will of Clara Barber Baggerly, and by cross petition against plaintiffs and all other defendants set up the $5,000 pledge of the date of October 12, 1920, made to it by Peter Baggerly and Clara Barber Baggerly; gave credit for certain payments thereon, and asked judgment against the assets of both estates for the amount due thereon, and asked for the construction of both wills.

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Cite This Page — Counsel Stack

Bluebook (online)
87 P.2d 567, 149 Kan. 395, 1939 Kan. LEXIS 64, Counsel Stack Legal Research, https://law.counselstack.com/opinion/phillipson-v-watson-kan-1939.