Rise v. Park

24 N.W.2d 831, 222 Minn. 444, 1946 Minn. LEXIS 559
CourtSupreme Court of Minnesota
DecidedNovember 15, 1946
DocketNo. 34,222.
StatusPublished
Cited by4 cases

This text of 24 N.W.2d 831 (Rise v. Park) is published on Counsel Stack Legal Research, covering Supreme Court of Minnesota primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Rise v. Park, 24 N.W.2d 831, 222 Minn. 444, 1946 Minn. LEXIS 559 (Mich. 1946).

Opinion

Magnet, Justice.

Plaintiff, Mathilde E. Rise, brought action against Herbert T. Park to recover possession of certain personal property consisting of a note, judgments, and bonds,, and also to recover an alleged indebtedness as money had and received. Park, as executor of the estate of Katherine H. Tuelle, deceased, intervened, and the county of Hennepin was brought in as an additional defendant. The appeal is from the judgment entered upon dismissal of the action.

Claribel Smith and Katherine H. Tuelle were stepsisters. Plaintiff was a friend of Claribel Smith. On April 18, 1910, Claribel executed her last will and testament. She disposed of the residue of her estate, consisting entirely of personal property, as follows:

“Third, — I give, devise and bequeath * * * to my stepsister Kate H. Tuelle if she is surviving at the time of my death for and' during the term of her natural life and I give and grant to Kate H. Tuelle full power to sell, assign, transfer, convey, lease, mortgage or otherwise dispose of any part of the principal thereof for her own comfort, use and enjoyment in sickness or in health.
*446 “Fourth, — Upon the death of Kate H. Tuelle after enjoying said life estate or in the event, that she predeceases me, I give, devise and bequeath all of my property as aforementioned to my friend, Mathilde E. Rise, absolutely if she be surviving at the time of the distribution of my estate.”

Claribel Smith died July 12, 1941, and Katherine H. Tuelle survived her.

The question submitted to us is whether the life estate created! by the above will was enlarged to a fee title by reason of the provisions of two statutes of this state as they existed at that time.

Minn. St. 1941, § 502.13 (Mason St. 1927, § 8119), provided:

“Every power of disposition shall be deemed absolute, by means of which the grantee is enabled, in his lifetime, to dispose of the entire fee for his own benefit.” (Italics supplied.)

And Id. § 502.09 (§ 8115), provided:

“When an absolute power of disposition, not accompanied by any trust, is given to the owner of a particular estate for life or years, such estate shall be changed into a fee, absolute in respect to the rights of creditors and purchasers, but subject to any future estate limited thereon, in case the power is not executed, or the lands sold for the satisfaction of debts.” (Italics supplied.)

On April 13, 1942, the executor of the will of Claribel Smith turned over to Katherine H. Tuelle the personal property here involved. On April 16, 1942, Park was appointed guardian of the estate of Katherine H. Tuelle and received said personal property from Mrs. Tuelle herself. She died May 18, 1942. Park was then appointed executor of her will. The estate consisted only of the personal property which Mrs. Tuelle had handed over to Park as her guardian. Park made an accounting as guardian an'd delivered the property to himself as executor. Mrs. Tuelle had not exercised her power over any part of this property except to incur indebtedness. Plaintiff claims that she is entitled to this property under the Smith will, while Park’s contention was that he held the property as executor of the last will and testament of Katherine H. *447 Tuelle. Several claims have been allowed against the Tuelle estate, including one by the county of Hennepin to cover back payments of old age assistance made to Mrs. Tuelle from September 1936 to March 1942 in the sum of $1,771.50.

The trial court held that the language of the Smith will created an absolute power within the meaning of the statutes and that the property involved would be subject to the debts of the life tenant and would have to be administered by the probate court. The court was of the opinion that until the probate court had administered the matter and disposed of the payment of the debts of Katherine H. Tuelle plaintiff had no cause of action. Whether the life tenant here with full power to dispose of any part of the principal “for her own comfort, use and enjoyment” had an absolute power of disposition within the meaning of § 502.13 (§ 8119) and consequently a fee absolute in respect to her creditors under § 502.09 (§. 8115) is the question submitted to us for determination. No trust is involved.

Two prior decisions of this court dispose of the question and sustain the view of the trial court, namely, Larson v. Mardaus, 172 Minn. 48, 215 N. W. 196, and Beliveau v. Beliveau, 217 Minn. 235, 14 N. W. (2d) 360.

In the Larson case, the language of the will was as follows (172 Minn. 49, 215 N. W. 197):

“With full confidence in the integrity and good judgment of my beloved wife, Wilhelmina Larson, and desiring, that she may have every comfort and necessity during her life, I therefore, give, bequeath and devise all my property to my wife for her use and benefit during her lifetime, with full power and authority to dispose of any portion thereof which she may need for her' comfort and enjoyment in health or sickness.
“On the death of my said wife, all the residue and remainder of said property then in being, I give, bequeath and devise to our children, share and share alike, * * *.”

The language of the will in the Larson case is almost identical with that of Claribel Smith’s will. In the Larson case it was held *448 that the language of the will expressed an absolute beneficial power of disposition within the meaning of the phraseology of the two statutes above quoted. The court said (172 Minn. 50, 215 N. W. 197):

“* « * plaintiff’s estate in the real estate is changed into a fee absolute in respect to the mortgagee or purchasers but subject to the future estate of the children if the power of alienation is not exercised. Why should it not be so ? There is really no distinction between such absolute beneficial power of alienation and absolute ownership — as to all persons other than the remaindermen. There is no justification for the claim that ‘a man has no property in that which he may sell when he chooses, and dispose of the proceeds at his pleasure.’” (Citing cases.)

The question in that case was whether the widow of the testator had the power to mortgage and convey real estate by virtue of the language of the will. The inquiry was answered in the affirmative. It is equally true that under the statutes and the language of the will in that case the life estate would have been changed and enlarged into a fee absolute as to creditors also.

In the Beliveau case, this court said (217 Minn. 240, 14 N. W. [2d] 363): *449 In tbe Beliveau case, tbe will contained a provision that in case tbe profits, rents, and income from the property should be (217 Minn. 237, 14 N. W. [2d] 362) “sufficient to properly care for, support and maintain my said wife, then I prefer that my real estate be kept intact.” The purposes for which the life tenant might dispose of the property in the Beliveau case were therefore very much narrower than in the Larson case and in the instant case.

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Bluebook (online)
24 N.W.2d 831, 222 Minn. 444, 1946 Minn. LEXIS 559, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rise-v-park-minn-1946.