Rudy v. Wagner

198 N.W.2d 75, 188 Neb. 508, 1972 Neb. LEXIS 856
CourtNebraska Supreme Court
DecidedMay 26, 1972
Docket38134
StatusPublished
Cited by2 cases

This text of 198 N.W.2d 75 (Rudy v. Wagner) is published on Counsel Stack Legal Research, covering Nebraska Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Rudy v. Wagner, 198 N.W.2d 75, 188 Neb. 508, 1972 Neb. LEXIS 856 (Neb. 1972).

Opinion

McCown, J.

This was. an action for the partition of certain real estate in Hamilton County, Nebraska. The ownership interests involved are dependent upon the construction of a will executed in 1907 by one Matthias Wagner.

Matthias Wagner died testate in 1913, leaving his wife and seven children surviving him. The fourth paragraph of that will is the specific portion directly involved here. It provided: “I give, devise, and bequeath unto my beloved son, Carl Wagner the following described real estate, to-wit:- The South One Half of the South *510 East Quarter (S.%S.E.%), of Section nineteen (19), Township Ten (10) North, Range Seven (7), West of the Sixth (6th) Principal Meridian, and situate in Hamilton County, Nebraska, for and during his natural life: At his death the remainder shall vest in his children bom in lawful wedlock, and in the event of said Carl Wagner dying and leaving no legitimate child or children, the remainder shall vest in my surviving child or children, share and share alike as tenants in common, and if none of my children be then surviving such remainder shall vest as aforesaid in my surviving grandchildren.” Matthias also devised other specific pieces of real estate to other specific children for their natural lives with virtually identical provisions as to the remainder interests. He also devised a lot outright to each of his children, the lots to be carved out of a described parcel of land.

Carl Wagner, the life tenant under paragraph Four, was married in 1912. He had three children, Glena Wagner Rudy, bom in 1914; Warren S. Wagner, born in 1921; and Bonnie N. Wagner, born in 1927. Glena Wagner Rudy died intestate in 1947. Her heirs-at-law were Kenneth G. Rudy, her husband; two sons, Garry E. Rudy, the plaintiff; and Robert K. Rudy, one of the defendants. Glena’s husband, Kenneth, subsequently married Glena’s younger sister, Bonnie Wagner.

Carl Wagner, the life tenant under the will, died in 1963. He was survived by his children, Warren S’. Wagner and Bonnie Wagner Rudy, and by the husband and children of Glena Wagner Rudy, who had predeceased her father.

The plaintiff, Garry E. Rudy, commenced this partition action thereafter. The district court found that Glena Wagner Rudy died intestate in 1947, seized of an estate of inheritance in an undivided one-third interest in the real estate, which descended to her heirs-at-law, her husband and her two sons, an undivided one-ninth interest each. Other issues involving improvements *511 were reserved for later determination and decree was entered accordingly.

The appealing defendants contend that under the language of the will, the remainder interests in the real estate did not vest in the children of Carl Wagner until his death, and the remainder interest then vested only in his children who survived him and were then living. The plaintiffs’ position is that the remainder interest of each lawful child of Carl Wagner vested upon his or her birth, subject to defeasance only if no child or children of Carl Wagner survived him.

The authorities and our cases agree that the intent of the testator is controlling. Here the testator clearly devised the remainder interest in this property to the children of his son, Carl Wagner. The critical issue is whether the disposition was limited to those children who survived the life tenant. In another sense, the issue may be said to be whether or not the remainder interest of the children of the life tenant vested upon the birth of each or was contingent and postponed to vest only when and if that child survived the life tenant.

The law favors the early vesting of estates, and in construing a will containing a devise of a life estate and a devise of the remainder, the inference of a vested remainder is stronger than the inference of a contingent remainder if the meaning is obscure in this respect. Davis v. Davis, 107 Neb. 70, 185 N. W. 442.

Our cases consistently reflect that nolicy, Baldwin v. Colglazier, 173 Neb. 775, 114 N. W. 2d 890, involved 1 of 11 similar paragraphs in a will. The testator devised the property to his daughter “to be hers during her natural life only, and in the event of the death of my daughter * * * shall be and is hereby bequeathed to her children and in the event of no issue or children surviving my daughter * * * shall revert to my legal heirs.” The life tenant had two children, one of whom predeceased the life tenant leaving three children of his own. The surviving child of the life tenant sought to quiet *512 title in herself. The court stated: “The words ‘in the event of death’ appear synonymous with the phrase ‘in case of death.’ In the decisions of this court such phrases do not have the effect of postponing the vesting of an estate in remainder to the time of the death of the life tenant. (Citing cases.)” “At his death” is equally ineffective to postpone vesting.

The court specifically rejected the claim that because the remainder estate given to the children of the life tenant was subject to defeasance or limitation if the life tenant should die without issue or children, the estate granted to the children of the life tenant was contingent on their surviving the life tenant. This court held that in the absence of provisions indicating the contrary, a remainder granted in a will to the children of a life tenant becomes vested at once in the children, defeasibly, despite the presence of a limitation over in the event of the death of the life tenant leaving no child.

Strawhacker v. Strawhacker, 132 Neb. 614, 272 N. W. 772, is persuasive upon several aspects of the issue involved here. In that case, a deed was “to Andrew M. Strawhacker for and during his natural life and at his death, to his present wife Genevieve and her children. Now of the town of Minonk, county of Woodford and state of Illinois.” On the date of the deed, the life tenant and his wife, Genevieve had one child. After the execution and delivery of the deed, seven additional children were born. The one child who was living on the date of the deed predeceased the life tenant, leaving a widow and one son. Another child born after the deed also predeceased the life tenant. This court held that the estates of both deceased children should share in the remainder estate equally with those who survived the life tenant. This court quoted with approval the rule that: “ ‘A bequest or devise to a class of the remainder over after a life estate vests the title to the estate in remainder in those of the class in esse at the death of the testator; the right of enjoyment of posses *513 sion, however, is deferred until the expiration of the-preceding estate. The estate in remainder, when once vested as upon the death of the testator, does not lapse.by reason of the death of a beneficiary prior to the expiration of the life estate unless the will so provides,, as by a limitation over in the event of the death of aremainderman before that of the life tenant. But the-class will open up and let in those born during the continuance of the life estate, who belong to the class designated in the will.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Znamenacek v. Menke
316 N.W.2d 605 (Nebraska Supreme Court, 1982)
Matter of Estate of Unitt
250 N.W.2d 644 (Nebraska Supreme Court, 1977)

Cite This Page — Counsel Stack

Bluebook (online)
198 N.W.2d 75, 188 Neb. 508, 1972 Neb. LEXIS 856, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rudy-v-wagner-neb-1972.