Taylor v. Farrow

239 S.W.2d 73, 1951 Ky. LEXIS 845
CourtCourt of Appeals of Kentucky (pre-1976)
DecidedApril 24, 1951
StatusPublished
Cited by5 cases

This text of 239 S.W.2d 73 (Taylor v. Farrow) is published on Counsel Stack Legal Research, covering Court of Appeals of Kentucky (pre-1976) primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Taylor v. Farrow, 239 S.W.2d 73, 1951 Ky. LEXIS 845 (Ky. 1951).

Opinion

MOREMEN, Justice.

John M. Purnell died testate, a resident of Fleming County, in 1942. His will read as follows:

“Will and testament of John M. Purnell, Deceased.
“Flemingsburg, Ky. August 12th, 1916
“I, John M. Purnell of the County of Fleming and State of Kentucky being of sound mind and disposing memory do make and ordain this my last will and testament.
“First, it is my will that all of my just debts and burial expenses be paid.
“Second, I hereby will and bequeath to my beloved wife, Bertha J. Purnell, my entire estate both real and personal remaining after the payment of all my indebtedness to have so long as she may remain my widow, in case my widow should marry it is my will that she receive her lawful portion the same as if this will had never been written.
“Third, I hereby appoint my wife Bertha J. Purnell to execute this my last will a'nd testament.
“Witness my hand this August 12th., 1916.
“John M. Purnell.”

His widow, Bertha J. Purnell, did not remarry and died testate, leaving a will under the terms of which she bequeathed to her daughter, appellant Viola Taylor, the sum of $100, and the residue of her estate was devised to her three daughters *74 and her son equally share and share alike. The question presented by this appeal is whether or not the will of John Purnell gave to his wife a defeasible fee in his property or merely gave to her a defeasi-ble life estate. If the widow received only a life estate, then she had no power to dispose of the property by will, but if she took a fee, she had the right to devise the property and to limit Viola’s share to $100.

The question of the meaning of words similar to those used in the phrase “so long as she may remain my widow” has been presented to this court many times. Counsel for appellants contends that a dicothomy exists in the opinions filed in the various cases and, as a simple proposition, it is very difficult to reconcile them. Counsel also suggests that since we have never given a clear definition of the expression, we should adopt the rule which has been applied in almost all other jurisdictions, that the use of such language in a will vests the devisee with a defeasible life estate only and not with a defeasible fee.

We are committed to the rule of construction that requires the court to look to the four corners of the will and determine what the testator intended to say from the language he used, and the court will give effect to the intention unless foi--bidden by public policy or positive provisions of. the law, Cuddy v. McIntyre et al., 312 Ky. 606, 607, 229 S.W.2d 315. We have also said that testamentary language, which long usage and judicial recognition have given a fixed meaning, will be treated as having been used with that meaning by the testator, Hopson’s Trustee v. Hopson, 282 Ky. 181, 138 S.W.2d 365. It is therefore necessary that cases involving the use of this expression be reviewed at some length in order to determine not only whether the phrase has a fixed legal connotation, but also to aid in concluding what the testator intended to say by the language used. In •the early case of Napier v. Davis, 1832, 7 J. J. Marsh. 283, in discussing the legal import of the expression, “during her widowhood,” the court said: “The will was not drawn with as much precision as is always desirable and important in such cases; and therefore, the intention of the testator may be somewhat doubted. But taking the first clause of the will by itself and construing it according to the letter — the punctuation, the rules of grammar and of common sense, it should be interpreted, we think, as limiting her entire interest to her life or widowhood.”

So for many years we have been committed to the difficult assignment of determining what a person intended to say from the words he actually used. We shall not in this opinion attempt to catalog all the cases on the question here involved, but the more modern cases may be classified as follows:

Defeasible Life Estate

In the case of Morgan v. Christian, 142 Ky. 14, 133 S.W. 982, 983, the will, in substance, devised to testator’s wife the home farm and 87 acres of other land, with the right to sell the 87 acres to his two sons, the property being hers so long as she remained a widow, but if she remarried, the 87 acres would be divided between the boys, and the testator’s daughter would have the home farm. The lower court held that the widow took a fee in said land and this court reversed the judgment saying : “The only question is: What estate passed to her by the will. She insists a fee. Appellants say a life estate, subject to be terminated or defeated by her marrying again. The intention of the testator, as gathered -from the entire will, must control. Testator had three children. Two of them were then under age. If he intended his wife to have the fee, then the latter part of the will is meaningless.”

However, it is well to note here that the wife did in fact remarry and, therefore, the estate would have been defeated even if it had been in fee simple.

In the case of Mouser v. Srygler, 295 Ky. 490, 174 S.W.2d 756, the will read: “I, G. R. Tharpe of sound mind and disposing memory, do make publish and declare this as my last will and testament. I will, devise and bequeath all of my real and personal estate to my daughter Mrs. Maude Adcock Tharpe so long as she remains a widow, or until she remarries, then in that event to go to her daughter, Mary Adcock. *75 I will and bequeath to Harvey Murray, my grandson, the sum of Five ($5.00) Dollars.”

The court held that the daughter took a life estate which terminated on her death or when she ceased to be a widow, the remainder over to testator’s granddaughter on daughter’s death or remarriage.

The will presented in Thomas v. Stafford, 305 Ky. 559, 204 S.W.2d 940, devised the residue of testatrix’ property to her daughter as long as she remained single, and expressed a wish that testatrix’ husband and son should have a home on the realty devised so long as they lived together agreeably and did not marry, and provided for a division of property on the death of such daughter or son, between another daughter and granddaughter. The court held that the facts of the case, when considered with the language used, forced them to the conclusion that the testatrix did not intend for the first devisee to have complete power of disposition and that the first named daughter received only a life estate and not a defeasible fee simple interest in the realty.

Defeasible Fee

In the case of Prindible v. Prindible, 186 Ky. 280, 216 S.W. 583, the will provided:

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Bluebook (online)
239 S.W.2d 73, 1951 Ky. LEXIS 845, Counsel Stack Legal Research, https://law.counselstack.com/opinion/taylor-v-farrow-kyctapphigh-1951.