Rudd v. Gates

230 S.W. 906, 191 Ky. 456, 1921 Ky. LEXIS 332
CourtCourt of Appeals of Kentucky
DecidedMay 10, 1921
StatusPublished
Cited by14 cases

This text of 230 S.W. 906 (Rudd v. Gates) 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
Rudd v. Gates, 230 S.W. 906, 191 Ky. 456, 1921 Ky. LEXIS 332 (Ky. Ct. App. 1921).

Opinion

Opinion op the Court by

Judge Sampson

Affirming.

The last will of John E. Patton, who died in 1911 domiciled in Todd county, reads as follows:

“I, John E. Patton residing in Elkton, Ky., do make this writing as my last will and testament. First. It is my desire that as soon after my death as practicable that my executrix shall pay my just debts that I may be owing at the date of my death. Second. I will and bequeath to my wife Susan M. Patton all of my property real and personal without any restrictions or conditions t'o be hers absolutely to enjoy and dispose of as as she may desire. Third. I appoint my wife Susan M. Patton executrix of this will and request the judge of the Todd county court to permit my said wife to qualify as executrix of this will without being required to 'execute bond.
“John E. Patton.”

He had no children, but he left surviving him a widow, Susan M. Patton, who died before the institution of this action, and several nieces, who are the appellees herein and were plaintiffs in the court below.

He owned at the time of his death personal property alleged to have been of the value of $15,000, and a large valuable farm. The will above copied was executed by him about two months before his death, and at a time when he was in failing health. It is not attacked or con[457]*457tested in any way, but appellees, Mrs. Sa-llie A. Gates and others, commenced this action soon after the death of Mrs. Patton, the sole devisee, in 1918, to have a constructive trust declared to exist under and by virtue of the will and an alleged oral agreement made between the devisor, John E. Patton, and his wife and sole devisee, Mrs. Susan M. Patton, immediately before the execution of the will, by which agreement it is averred that Patton devised all his property to her to be by her held and used in any way she should desire and at her death the Residue of the estate to be devised by her to his collateral heirs, one-half, and the balance to her collateral kindred, and that she entered into such agreement with him and received and accepted the trust, but after his death failed and refused to carry out the agreement and did not make a will or otherwise dispose of the property received by her under the 'will of her husband, thus allowing all of it to descend by statute to her kindred alone.

The petition avers that:

“In the year 1911 the said John E. Patton was in failing health and fully realized that he had not much longer to Jive, and he desired to dispose of his property and to divide the same equally, giving his said wife, Susan M. Patton, one-half thereof, and his own heirs at law the other half; but, at the suggestions of his said wife, Susan M. Patton, and those interested in her welfare, being desirious that his said wife should be abundantly and well provided for during the remainder of her lifetime, he concluded to give and allow his said wife, Susan M. Patton, the use and profits from all his said estate so long as she lived; and, to that end and with the intention that his said wife should have the use of his said estate during the remainder of her life, and that said estate should then be equally divided, one-half to her heirs and one-half to his heirs, the said John E. Patton made and entered into an agreement and contract with the said Susan M. Patton whereby he agreed to devise to the said Susan M. Patton the whole of his estate, both real and personal, conditioned that upon the express understanding that the said Susan M. Patton would subsequently execute°her own last .will and testament whereby she would devise the whole of said estate unconsumed at the time of her death in equal portions, one-half to the heirs at law of the said John E. Patton and the other half to her own heirs at law, and all of which the said Susan M. Patton agreed and promised to do; that thereupon, in compliance with [458]*458the said agreement and understanding between the said John E. Patton and his said wife, Susan M. Patton, the said J ohn E. Patton duly executed his last will and testament whereby he devised to her the whole of his estate, both real and personal. . . . Plaintiffs allege that, by virtue of the said agreement and contract so made as aforesaid between the said John E. Patton and the said Susan M. Patton, the latter, under the terms of the will of her said husband, took title to all of said estate as trustee and in trust for the use and purpose hereinbefore named, to-wit: that she would hold, occupy and use said property during her lifetime, and that she would execute and make her last will and testament whereby upon her death she would devise one-half of the residue of all said property, real and personal, to these plaintiffs, and the other one-half thereof to her own kindred. ’ ’

The answer denies the making of the agreement and the existence of the trust, and says, that the will devised the property absolutely, unconditionally and completely to Susan M. Patton who died intestate.

The chancellor entered a decree holding that Mrs. Susan M. Patton received and accepted the property as trustee for the use and benefit of the heirs at law of the testator and herself, and adjudged the plaintiffs Mrs. Sallie A. Grates, et al., appellees herein, the owners of a one-half undivided interest in and to the whole residue of the estate after the death of Susan M. Patton. Prom that judgment Mrs. Rudd, et al., appeal to this court.

The evidence, as is usual in such cases, is voluminous. J ohn E. Patton was past middle life but not old when he died. His wife was about the same age when she passed away in 1918.

He had contemplated the making of a will for several years according to some of the evidence. At least one witness testified that Patton had tallied to him about making a will as long as twelve or fifteen years before the will in question was made, but at that time he did not want his wife’s people to have any of his estate, but intended to give a share of his property to the church of which he was a member. Later he was persuaded to give up this idea and to devise half of his property to his collateral kindred and give the balance to his wife’s people.

Only a few days before the will was made a neighbor and intimate friend asked Patton if he had made a will, and the inquiry started a conversation in which the wit[459]*459ness says Patton told him he wanted to make a will and give half of his property to his own legal heirs, naming them, and the balance to the heirs of his wife. Within a few days thereafter Patton again talked to the same witness about making a will and asked him to have Mr. Perkins, cashier of the bank, to come to Patton’s house and draw his will. The witness told Perkins what Patton had requested and Perkins and the witness called at the house of Patton on the date of the will for the purpose of preparing the testamentary paper.

When they were in the Patton home Patton told Perkins why he wanted him to come to the house and also the substance of the'will which he desired Perkins, who was used to preparing such papers, to put in the paper. Patton said to him in substance that as he (Patton) had no children to whom to give his property he had decided to give half of his property to his nieces, whom he named, and the balance to the heirs of his wife.

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Cite This Page — Counsel Stack

Bluebook (online)
230 S.W. 906, 191 Ky. 456, 1921 Ky. LEXIS 332, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rudd-v-gates-kyctapp-1921.