Stirling v. Canatsey

204 P.2d 748, 167 Kan. 67, 1949 Kan. LEXIS 259
CourtSupreme Court of Kansas
DecidedApril 9, 1949
DocketNo. 37,517
StatusPublished
Cited by8 cases

This text of 204 P.2d 748 (Stirling v. Canatsey) 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
Stirling v. Canatsey, 204 P.2d 748, 167 Kan. 67, 1949 Kan. LEXIS 259 (kan 1949).

Opinion

The opinion of the court was delivered by

Wedell, J.:

This case involves the construction of a will which, omitting the introductory paragraph and attestation clause, reads:

“Item One. It is my will that all my last debts be paid, including funeral and burial expenses.
“Item Two. Any money left at Penn Mutual Insurance Company to father and mother.
“Item Three. Personal property left at various places around Iola, Kansas to Mr. and Mrs. T. 0. Canatsey, to be used or sold as they see fit.
[68]*68“Item Four. Bonds and cash at 9th National Bank in Philadelphia, Pennsylvania, (if any at my death) along with jewelry, sterling silver and all other personal property in Philadelphia, Pennsylvania, to Mrs. Helene Stirling (Mrs. Heber Stirling.)
“Item Five. I hereby designate and appoint Mrs. Helene Stirling (Mrs. Heber Stirling) Executrix of this my last will and testament, and it is my last will that she act as such executrix without bond.
“In Testimony Whereof, I have hereunto subscribed my name at Iola, Kansas.
“Ella M. Chevalier.”

The beneficiaries of the will are not related to the testatrix. The Canatseys, the prevailing parties, live in Iola, Allen county, where the action was tried. Helene Stirling resides in Philadelphia, Pa. The testatrix appointed Helene to serve as executrix, without bond. The childhood home of the testatrix was also in Philadelphia. The stepmother of the testatrix was the aunt of the beneficiary, Helene Stirling. The stepmother had taken care of Helene, her three brothers and of the testatrix as one family for approximately a year. The testatrix married in 1907 and she and her husband moved to New York state. They lived in various eastern places for three or four years and then moved to Iola where they resided until the death of the testatrix’ husband in 1936. They had no living children.

After her husband’s death the testatrix sold the home in Iola and all the furniture and household equipment except a few household items which she left with some of her Iola friends, including the Canatseys. The property left with friends probably had some sentimental value. The inventory reflects the appraised value of the items left with friends around Iola did not exceed $20. It appears the items left at the Canatseys were given to them by the testatrix but Mrs. Canatsey did not use them. She advised the testatrix she might get them if she desired to do so at any future date.

Having broken up her home in Iola the testatrix left for Philadelphia and stayed in the home of the beneficiary, Helene Stirling. The testatrix had a checking account in the Ninth National Bank of Philadelphia and also a lockbox. She made Helene a co-owner of the box but Helene never exercised the privilege of co-ownership. Helene knew the testatrix probably had $700 or $800 in the bank. She also knew the testatrix had some bonds in the safety deposit box but she did not know whether she had other bonds than [69]*69United States government bonds. Helene did not know how much the testatrix had in bonds or the denominations thereof. The testatrix kept the silverware in her trunk. In the event of her death she desired to have Helene take full charge of affairs and send her body to Iola for burial.

In 1938 the testatrix returned to Iola to make settlement for the sale of her home. While there she executed the instant will on May 25,1938. During that visit to Iola she stayed with the Canatseys and other friends. Before she returned to Philadelphia in 1938 she shipped her silverware back to Philadelphia. Mrs. Canatsey testified that insofar as she knew it was still there. Helene could not testify positively concerning the amount of cash the testatrix had in the bank in 1944 but she thought there might have been $700 or $800. The testatrix visited in Iola during a part of some of the summers between 1938 and 1944. She stopped rental on the lockbox when she went to Iola in 1944. She did not take all her clothing with her but did take her jewelry, sterling silver, bonds and cash. She left a deposit of $5 in her checking account so 'that it would not be necessary to reopen that account on her return. The evidence is in conflict as to whether she intended to return to Philadelphia after 1944. The administrator testified all of the property inventoried was found in Iola at the time of her death. The property inventoried as goods and chattels consisted of jewelry, silverware, household furnishings and personal effects of the value of $456.50; two United States government coupon bonds, principal and interest, $2,055; cash in an Iola bank in the sum of $846.73 and proceeds from insurance policies which the administrator had collected- in the sum of $3,286.33.

Item 2 of the will bequeathed the proceeds of the insurance policies to “father and mother.” The trial court found “mother” meant stepmother. The stepmother had died later than the testatrix of the instant will. Helene Stirling is the administratrix of the estate of the testatrix’ stepmother. The district court ordered the proceeds of the insurance policy delivered to that administratrix and item 2 of the instant will is not in dispute.

The question in dispute is, who is entitled to the remainder of the property in decedent’s estate under items 3 and 4 of the will?

The trial court concluded that since none of the estate was in Philadelphia at decedent’s death all of the estate passed to the Canatseys of Iola under item 3 of the will. Helene Stirling appeals [70]*70from that judgment and from the order overruling her motion for a new trial.

It would appear the scrivener of this will was probably not a lawyer. Be that as it may, we are required to determine the intent of the testatrix. How did she intend to dispose of her property?

It is often said a will speaks as of, or takes effect only upon, the death of the testator. Properly applied that is a correct statement of the law. However, for the purpose of determining the testatrix’ intent the will must be considered as of the time it was made and with reference to the circumstances existing at that time. (57 Am. Jur., Wills, § 1209.) In Dyal v. Brunt, 155 Kan. 141, 123 P. 2d 307, we stated the established rule as follows:

“In contruing a will the court must put itself as nearly as possible in the situation of the testator when he made the will and from a consideration of that situation, and from the language used in every part of the will, determine as best it can the purposes of the testator, and the intentions he endeavored to convey by the language used.” (Syl. ¶ 2.)

Let us examine item 3, the first item in dispute. Had the testatrix left the inventoried articles (jewelry, diamond rings, gold-filled bracelet, wristwatch and the gentleman’s gold watch) at various places around Iola at the time she executed her will in May, 1938? There is no evidence she had done so. In fact, there is substantial evidence she wore her jewelry in Iola, and when she was in Philadelphia, after executing the will. There was also testimony by Mrs. Canatsey that the silverware and crystal were shipped to Philadelphia in 1938 and no evidence she left it at various places around Iola at the time she executed the will.

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Cite This Page — Counsel Stack

Bluebook (online)
204 P.2d 748, 167 Kan. 67, 1949 Kan. LEXIS 259, Counsel Stack Legal Research, https://law.counselstack.com/opinion/stirling-v-canatsey-kan-1949.