Thomas v. Supreme Lodge of the Fraternal Brotherhood

289 P. 440, 131 Kan. 180, 1930 Kan. LEXIS 217
CourtSupreme Court of Kansas
DecidedJuly 5, 1930
DocketNo. 29,420
StatusPublished

This text of 289 P. 440 (Thomas v. Supreme Lodge of the Fraternal Brotherhood) 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
Thomas v. Supreme Lodge of the Fraternal Brotherhood, 289 P. 440, 131 Kan. 180, 1930 Kan. LEXIS 217 (kan 1930).

Opinion

The opinion of the court was delivered by

Harvey, J.:

This is an action on a fraternal benefit certificate. The verdict and judgment were for plaintiff, and the defendant has appealed.

Defendant is a fraternal benefit society organized under the laws of the state of California, with its principal office at Los Angeles, and subsequently admitted to do business in this state. For some years it had a local lodge at Kansas City, Kan. On October 4, 1921, Frank Jerse made written application for membership in the society and named as his beneficiary Mary Nickilson; relationship, niece. His application was accepted and the beneficiary certificate was issued to him. On March 10, 1926, Frank Jerse made application in writing on the certificate for a change of beneficiary, which recited that the assured did thereby “cancel and surrender this certificate and request that a new one be issued and made payable to Mary Thomas (as I have no living blood relatives), related to me as nearest friend.” This was forwarded to the head office and indorsed by the supreme secretary: “Pursuant to the foregoing request, this certificate No. 162,560 on and after March 10, 1926, shall be payable, in accordance with its terms and conditions, to Mary Thomas, friend of Frank Jerse, the member named therein.” Early in May, 1928, defendant canceled the charter of its local lodge at Kansas City and made all members thereof members at large of the society. Frank Jerse died August 15, 1928.

Plaintiff’s petition recited the above matters and specifically alleged that defendant was authorized by its charter and the laws of the state of California to incorporate in its constitution and by-laws chapter 31, section 147 thereof, and that at all times since its incorporation and now is issuing benefit certificates permitting beneficiaries therein in the class designated as “next friend.” A copy of [182]*182the certificate with the indorsements thereon was set out, and it was alleged that the assured paid all his dues and assessments, that proof of death had been made, and that demand for payment had been made and refused. The answer of the defendant admitted the organization and existence of defendant under the laws of California and the issuance of the certificate sued upon, and generally denied the other allegations of the petition. It pleaded a number of the provisions of the certificate and application therefor, and by-laws of the society, and made specific defenses: (1) that the May, 1928, assessment was not paid, by reason of which the assured became suspended, and that he was never reinstated; (2) that assured had made false statements in his application for membership, which statements were warranted as true, in that he had stated Mary Nickilson, the beneficiary to be named, was his niece, when in fact she was not related to him, and in that he stated he had never had any sickness, accident or surgical operation, when in truth about 1914 he had sustained a serious accident which thereafter caused him to limp; and (3) that plaintiff did not belong to a class of persons who could be a beneficiary under the laws of Kansas nor under the by-laws of the society. The reply put these defenses in issue.

As to the payment of the assessment for May, 1928, the evidence discloses that when the charter was taken from the local lodge at Kansas City it had no officers except the treasurer, who performed the duties of secretary. He was advised of the action by the supreme secretary of the society, but was not instructed to inform the members — then about sixty in number — and did not do so. There is evidence that the supreme secretary mailed a general circular letter to the members of the local lodge, advising them of the action and informing them that their payments in the future should be ■ made directly to the head office; but there is controversy as to whether that letter was ever received by the assured. The secretary of the local lodge was instructed by the supreme secretary of the society to inform the members when they called to pay assessments. The May assessment was due May 1, but payable any time that month. There is evidence that on the last day of the month defendant sent a young man with the money to pay his May assessment to the treasurer of the local lodge, who informed the young man that he was not receiving assessments, but gave to him an envelope addressed to the home office, in which the assessment might be sent, and there is evidence that it was sent on the same day. [183]*183Under the by-laws, if the payment was made within sixty days after it became due the member was automatically reinstated. While there is some confusion about the payment growing out of this disorganization of the local lodge and the necessity of sending the money to the head office, it seems clear from the evidence that the society received this money at the head office and retained it; hence, that there was no final suspension of the member and the certificate was in force at the time of his death. There is some argument in the brief with reference to the payments for March and April, but the answer did not plead these as having been in default, counsel for defendant during the trial stated in open court that he was not relying on any default by reason of the nonpayment of these assessments, and the evidence discloses that they were paid on May 3 and retained by defendant. The jury was justified in finding that payment of dues and assessments had been made and that the certificate was in force at the time of the death of the assured.

Appellant contends that the beneficiary’s certificate was void from the beginning because of false answers made by the assured in the application. This contention cannot be sustained. It is true the evidence disclosed that Mary Nickilson, the beneficiary first named, was not the niece of the assured, nor was she related to him by blood or marriage. But she is claiming nothing under this certificate. The beneficiary was changed to Mary Thomas, who prosecutes this action. More than that, a by-law of the society contemplates that a beneficiary may be named who cannot take under the statutes or by-laws of the society and provides to whom payment shall be made in.such a case. Hence by the provision of the society’s by-laws it is not relieved from payment because a beneficiary has been named who does not stand in such relation to the assured that he or she can take under the certificate. In this respect this case is much like Lodge v. Order of United Commercial Travelers, 120 Kan. 439, 244 Pac. 4, where it was held:

“Where the named beneficiary of a fraternal life insurance policy was disqualified to take on the ground that she was not the wife of the insured, although she was so designated in the insured’s application for insurance which was attached to the policy, and where the fraternal insurance society resisted payment and invoked the provisions of its constitution and by-laws to show plaintiff’s disqualification, and where the constitution and by-laws provided that where the designated beneficiary was disqualified a certain designated class of persons beginning with the widow would be entitled to the insurance, it is held that the widow was entitled to intervene, and her interplea reciting [184]*184the pertinent facts and invoking the pertinent by-law defining her rights was good against the demurrers of the plaintiff and defendant lodged against it.” (Syl. JT 2.)

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Related

Lodge v. Order of United Commercial Travelers of America
244 P. 4 (Supreme Court of Kansas, 1926)

Cite This Page — Counsel Stack

Bluebook (online)
289 P. 440, 131 Kan. 180, 1930 Kan. LEXIS 217, Counsel Stack Legal Research, https://law.counselstack.com/opinion/thomas-v-supreme-lodge-of-the-fraternal-brotherhood-kan-1930.