Skinner v. Rasche

176 S.W. 942, 165 Ky. 108, 1915 Ky. LEXIS 477
CourtCourt of Appeals of Kentucky
DecidedMay 27, 1915
StatusPublished
Cited by30 cases

This text of 176 S.W. 942 (Skinner v. Rasche) 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
Skinner v. Rasche, 176 S.W. 942, 165 Ky. 108, 1915 Ky. LEXIS 477 (Ky. Ct. App. 1915).

Opinion

Opinion of the Court by

Judge Hannah

Reversing.

This is a controversy between James A. Rasche and Mary Ellen Skinner, nee Clayton or Kennedy, over the estate of John E. Clayton and Bedelia Clayton, deceased.

The plaintiff, Rasche, is a grandson of a brother of Mrs. Clayton, while the defendant, Mrs. Skinner, is a niece of the Claytons, being the daughter of another brother of Mrs. Clayton. The two are the sole surviving heirs-at-law of the Claytons, who were childless.

John E. Clayton made a will on March 7,1872, which he confirmed by a second execution thereof on April 30, 1906, devising all his property to his wife, Bedelia. In 1892, however, he conveyed to his wife all his real estate, and at the time of his death he owned no real estate except a certain city lot in Dayton, No. 142, which he acquired on July 8,1898. He died April 2, 1912. On April. 8,1912, Mrs. Clayton made a will devising all her property to her niece, the appellant, Mary Ellen Skinner. Mrs. Clayton died April 19, 1912. Her will was shortly thereafter duly probated in the Campbell County Court.

[110]*110On September 9, 1913, Rasebe instituted this suit in equity in the Campbell Circuit Court, seeking to set aside the will in so far as it devised to Mary Ellen Skinner more than the one-half of the property which she would have inherited had Mrs. Clayton died intestate, and to recover one-half of the real estate and personal property which came to the hands of the defendant.

The plaintiff rested his right and claim to the relief sought upon the fact that Mary Ellen Skinner was one of the attesting witnesses of Mrs. Clayton’s will, and that, therefore, under Section 4836, Kentucky Statutes, the will was void in so far as it devised to her more than half of the property.

_ As to this question, counsel for Mrs. Skinner upon this appeal apparently concede the correctness of plaintiff’s contention. The matter has never been directly passed upon by this court; but there is some respectable authority to the effect that where, as in this case, the will may be proved by the other attesting witness, the devise to an attesting witness is valid. 40 Cyc., 1061, note 30; and see Davis v. Davis, 43 W. Va., 300, on a statute exactly the same as ours; and see Bruce v. Shuler, 108 W. Va., 670, 35 L. R. A. (N. S.), 686, criticising the Davis case.

However,, in view of the conclusions which we have reached upon the whole case, we find it unnecessary to consider carefully or to decide upon the validity of the devise.

The defendant, by answer and cross-petition against the plaintiff and administrator with the will annexed of John E. Clayton and Bedelia Clayton, asserted that in 1870, when she was but a child, a contract to devise was entered into between the Claytons and defendant’s parents, whereby in consideration of the surrender of parental control of her to the Claytons, they agreed to educate, clothe, maintain and rear her, and at their death • to devise to her all their property; that the will of Bedelia Clayton and devise to her was made in execution and performance of that contract; and that while the same was not operative as a will because of the defect in attestation, yet the contract having been fully performed on her part, she is entitled to the property so devised.

The value of the property was fixed by the pleadings ■of plaintiff at $14,500; and defendant prayed to be adjudged a lien thereon to the extent of its value.

[111]*111Plaintiff thereupon filed reply traversing the allegations of the cross-petition as to the contract to devise; and issue being joined thereon, a trial by jury was had by consent of the court and parties. Just why this was done the record does not show. A motion for trial by jury was made by the defendant, and agreed to by the plaintiff.

At the conclusion of the evidence, the trial court sustained the motion of plaintiff for a directed verdict in his behalf as to the real estate OAvned by Bedelia Clayton at the time of her death, except Lot 142 which she took under the will of her husband. The court then instructed the jury on the contract to deAdse, and told them that if they found the contract to have been made,, to return a verdict for defendant against the estate of John E. Clayton, in the sum of $1,000; this was the value of Lot 142 as fixed by .the pleadings, that lot being the only real estate owned by John E. Clayton at the time of his death.

The jury found for the defendant, thus establishing' the contract to devise; and judgment went in favor of the defendant and cross-petitioner, against the administrator with the will annexed, of John E. Clayton, for $1,000.

Defendant then entered motion for judgment against the . estate of Bedelia Clayton in the sum of $13,500, the value as fixed by the pleadings, of her real estate other than Lot 142. This was overruled. •

The court then rendered judgment declaring the plaintiff and defendant sole lieirs-at-law and joint owners of the real estate involved, and its indivisibility being admitted by the pleadings, ordered a sale thereof.

Defendant appeals, and plaintiff prosecutes a cross-appeal.

1. As to the contract to devise, a jury has found the contract as claimed by the defendant; and we shall not go into details in respect thereof. It was shown that the parents of Mary Ellen Skinner (then Kennedy) from the time of their marriage had been living with the Claytons, and that both the Claytons had become-very much attached to Mary Ellen; that when tlie Kennedys were preparing to move aAATay into a home of their OAvn, the Claytons being reluctant to part with Mary Ellen, who was then about five years of age, entered into an agreement with the Kennedys that if they would permit Mary Ellen to remain in the Clayton home, they [112]*112would rear her as their own child, and at their death, give her all their property. Mary Ellen thereafter lived with her aunt and uncle; they caused her to be educated in the common schools and in the high school in Cincinnati; caused her to be instructed in musical accomplishments ; bought for her an excellent piano. When she^ had grown to womanhood and after reaching her majority, she married, and thereafter she and her hus-' band made their home with the Claytons until their death.

2. Contracts to devise must be clearly established. Brewer v. Heironymous, 19 R., 646, 41 S. W., 310. But we think the' evidence in this case conforms to the rule; and that the jury so thought is shown by their verdict.

3. It is the contention of the plaintiff that even conceding that John E. Clayton made the contract to devise, he ill his lifetime conveyed all his real estate here involved to Bedelia Clayton; and that this was not a breach of his contract to devise for the reason that the contract to devise did not take from him the right to dispose of his estate by gift or otherwise during his lifetime.

The weight of authority is that a contract to devise does not prevent the making of gifts during the lifetime of the promisor; but such gifts must be reasonable, absolute, bona fide; not testamentary in effect, and not made for the purpose of defeating the contract to devise, nor having such effect; 20 L. R. A. (N. S.), 1154, and note.

As was said in Bruce v. Moon, 57 S. C., 60, 35 S.

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Bluebook (online)
176 S.W. 942, 165 Ky. 108, 1915 Ky. LEXIS 477, Counsel Stack Legal Research, https://law.counselstack.com/opinion/skinner-v-rasche-kyctapp-1915.