Smith v. Judge

298 P. 651, 133 Kan. 112, 1931 Kan. LEXIS 25
CourtSupreme Court of Kansas
DecidedMay 9, 1931
DocketNo. 29,929
StatusPublished
Cited by6 cases

This text of 298 P. 651 (Smith v. Judge) 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
Smith v. Judge, 298 P. 651, 133 Kan. 112, 1931 Kan. LEXIS 25 (kan 1931).

Opinion

The opinion of the court was delivered by

Hutchison, J.:

This appeal involves the interpretation and construction of two wills, particularly with reference to the authorized method of disposing of property as gifts for charitable and religious purposes, whether by conveyance or transfer inter vivos, or by will of the donee.

The action was commenced by the executor of the estate of the donee under the first will asking for an interpretation and instructions as to distribution of the property involved, making legatees and devisees under both wills parties defendant. The trial court held the first will authorized the donee therein to dispose of personal property as gifts for charitable or religious purposes by will, but did not authorize such disposition of real property where the title still stood in the name of the original testator. The defendants entitled to the remainder under the first will appeal.

The following is the pertinent part of the first will which was executed by Greenleaf B. Sutton:

“I give, devise and bequeath to my beloved sister, Nellie M. Robinson, all of the property, real, personal and mixed, of which I die possessed or to which I shall be entitled at the time of my death, to have and to hold the same with all the rents and profits hereon during her lifetime; hereby giving to my said sister, Nellie M. Robinson, full power and authority to sell and dispose of any and all of such property at public or prívate sale and upon terms and conditions which may be deemed suitable to her and to use the proceeds thereof for her support and convenience or for reinvestment or for gifts to charitable or religious purposes; giving to my said sister full power and authority to make deeds and conveyances of any and all of my real estate as full as I might myself, if I were alive.
“After the death of my said sister or upon my death, should I survive her, then I give, devise and bequeath all of my said property or the proceeds of the reinvestment of the same to my beloved nephew and niece, Harry E. Judge and Myra Harvey, and in such shares as shall be designated in writing by my said sister, Nellie M. Robinson. If I should survive my said sister or should she survive me and fail to designate the proportion which my said nephew and niece shall take in my said estate, then I direct that my said nephew and niece shall take of my said estate share and share alike.”

At the time of the death of Mr. Sutton he was in partnership with his sister’s husband, owning a half interest in a large cattle ranch later sold for $40,000; also a half interest in the city residence [114]*114property where he and his sister and her husband resided. After fully settling the estate of Mr. Sutton, as executor, Mr. Robinson died intestate, his wife being his sole and only heir. And in 1928 Mrs. Robinson died, leaving a will by which she gave for charitable and religious purposes, to organizations of that character, gifts amounting to $7,500, and also a gift of corporate stock valued at $1,000, and bequeathed to the local Methodist church the residence property valued at $2,500 in which the title to an undivided half interest still stands of record in the name of Sutton.

The trial court found there was in the possession of Mrs. Robinson at the time of her death property directly traceable to the Sutton estate, and reinvested in notes and mortgages, amounting to $15,300 besides the half interest in the residence property.

It was the evident intention of Mrs. Robinson in making her will to regard the property she had received from her brother as her own and except for the bequests to her niece and nephew, appellants herein, she apparently undertook to dispose of the property received from her brother’s estate just as she did with her own property. To the niece and nephew named in the Sutton will she gave $10,000 and $3,000 respectively, and also made them and four other relatives residuary legatees. The bequests contained in her will amounted to considerably more than her own property separate and apart from that traceable to the Sutton estate.

There is no appeal from the holding of the trial court as to the real property.

It is not contended that Mrs. Robinson could not, under the provisions of the Sutton will, have used the proceeds of the estate during her lifetime for her support and convenience, even to the extent of completely exhausting them, nor is it contended that she could not have used the entire proceeds of the estate during her lifetime for gifts to charitable or religious purposes.

The sole contention of the appellants in this connection is that Mrs. Robinson was not authorized by the Sutton will to make gifts of his property to charitable or religious purposes by her will. The authority to use the proceeds for such purposes was not limited nor wanting, but the mode of execution may have been limited.

It was held in the case of Sinke v. Muncie, 110 Kan. 345, 203 Pac. 1102, that where the power to dispose of the estate is not limited either by implication or express terms it may be executed either by deed or by will. It is stated in 49 C. J. 1285:

[115]*115“Where no mode is prescribed, or where the manner of execution is left to the discretion of the-donee, he may execute it in any manner which will legally effectuate the intention of the donor.”

Is the mode of executing the power conferred in the Sutton will limited by either express or implied terms?

It is urged by appellee that the word “dispose” means to do so by will as well as by deed or other transfer, and there is no want for such definitions and strong decisions to that effect, but here the word dispose is used in connection with the word “sell,” and they are followed by the limitation of a public or private sale, which necessarily restricts the word dispose to a public or private sale and does not permit it to be considered in connection with the proceeds of a sale and the making of gifts for charitable or religious purposes. The testator gave his sister “full power and authority to sell and dispose of any and all of such property at public or private sale and upon such terms and conditions which may be deemed suitable to her.” The next clause has a different verb, namely, “to use,” so that we cannot properly regard the word “dispose” as intended to be read in connection with the use of the proceeds of the sale. It would in effect require the elimination of this word from its connection with the word sell and the transferring of it to the next clause so as to couple it with the term “use the proceeds.” This would be a strained construction.

The next clause gives the sister “full power and authority to use the proceeds thereof for her support and convenience or for reinvestment or for gifts to charitable or religious purposes.” To use is “the act of employing anything or applying it to one’s service, . . . conversion to some purpose” (4 Words and Phrases, 2d Ser., 1104), a very decidedly different way of handling the proceeds from that by devise or bequest. The use of the proceeds for gifts was coupled with the use for support and convenience.

The next clause gives the donee full authority to make deeds to any and all his real property, which is sometimes and very properly argued as coming under the rule that where one mode is definitely named it naturally excludes all others.

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Cite This Page — Counsel Stack

Bluebook (online)
298 P. 651, 133 Kan. 112, 1931 Kan. LEXIS 25, Counsel Stack Legal Research, https://law.counselstack.com/opinion/smith-v-judge-kan-1931.