Thornton v. Hodge

3 Ky. Op. 101, 1869 Ky. LEXIS 301
CourtCourt of Appeals of Kentucky
DecidedApril 23, 1869
StatusPublished

This text of 3 Ky. Op. 101 (Thornton v. Hodge) 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
Thornton v. Hodge, 3 Ky. Op. 101, 1869 Ky. LEXIS 301 (Ky. Ct. App. 1869).

Opinion

Opinion of the Court by

Judge Williams:

The court on proceedings for that purpose having removed W. J. Berry as a trstee under the will of James Taylor, deceased, and having closed the trust as to Thornton so far as the children and heirs of Mrs. Tibbatts are concerned, both orders are here on appeal.

We are satisfied that the proper causes for the removal of Berry appear in the record, hence that order is affirmed, and will be no further considered.

It is insitsed that the other order, even if proper, could not be upon rule as in this case, but must be upon a new suit by petition. But inasmuch as there was a pending suit relative to the trust which contained other prayers and objections beside the removal of Berry, it was proper that the chancellor should retain possession of the cause and could from time to time by rule or otherwise direct and control the trust and trustee, hence it is important to inquire into the more substantial question whether said order was authorized under the will of the testator.

In the second section of codicil No. 2, the testator appointed W. J. Berry and E. L. Thornton trustees, and directed

“that they lay off two hundred acres of land on Licking river, and adjoining the town of Newport, into convenient lots for building, as an addition to the town of Newport. Said lots to be laid out on the most approved plan. And first that they shall lease out for the term of fifty years one-half of said property, the lessee to pay an annual rent for the lots, together with all State, county and other taxes, that may be levied on the same. The said ground so [103]*103leased to be subject to such terms aud conditions as to revaluation and forfeiture as tbe said trustees shall deem best.
“Secondly. If, however, it shall.be found the foregoing plan of leasing said ground will not be advantageous and profitable to my heirs, then I empower said trustees to change the leasing, as to them shall seem best, but at whatever term the leases end and expire, whether for a longer or shorter period than fifty years, the property is to revert to such of my children or their heirs, to whom the same may have been asisgned by my said trustees. The said trustees are to divide the leases so made of said property equally among my three daughters, who are to receive the annual rents for the same, for their own use and benefit, during their natural lives; and when the leases expire the title and right to the property is to vest in the heirs of such of my daughters, to whom the same was assigned, and set off by said trustees. The other moiety of said ground or lots the said trustees are to sell and convey the same to purchasers, the sales to be made on such terms and conditions that like sales are made. X X X X The fund arising from the sale of the moiety of said tract the trustees are to invest in improved or productive property in Newport, Cincinnati or Covington, yielding a fair rent; or if my daughters prefer it, they may have houses for rent erected with the funds on the land laid off into lots west of the road from Newport to Alexandria, or on any lots I may have devised them in Newport, or elsewhere. The trustees are jointly and severally authorized and empowered to act in refernce to said property.”

He then provided for the compensation of the trustees, and then that:

“In laying out and selling the aforesaid property I do not wish it to be hurried into market, and the whole of said ground adjoining the town of Newport, and that on the Ohio river need not be laid out at one time; and as to the time of selling, I wish the said trustees to consult and advise with my said daughters and son James on the subject.
[104]*104“As the town of Newport improves, ground will ,be wanted for lots, and I wish this want supplied by bringing into market this vacant ground' — but not to force a sale, or sacrifice it.” .

General James Taylor, the testator, died November 7, 1848, and Mrs. Tibbatts in January, 1868, and said judgment was pronounced July 31, 1868, something less than twenty years after the trust first took effect.

Eighty acres of the Newport land had been sold by testator, leaving only 120 acres. It is insitsed that as this land being devised to the three daughters jointly and their heirs and that inasmuch as the title of the leased lots were not to vest in their heirs until the leases expired that it was out of the power of the heirs of one of these daughters to elect to hold their portion disrobed of the trust, for the remaindermen being uncertain, depending on the life and existence of those who might stand as heirs at law of Mrs. Tibbatts when the leases might expire, and that when the leases were to be made, how long to run and when to expire, were all uncertain, depending on the discretion and action of the trustees.

It is evident that it was contemplated and directed by the testator that said land should, within a reasonable time, be laid off into town lots, with streets and allews on the most approved plan, not however hurried into market to the detriment of the subjects of his bounty; but that this was to be the primary manner of division is beyond doubt.

It may be also, that the testator desired to be to some extent a public benefactor to the town where he had so long and prosperously lived, and where he had accumulated such a vast estate, by bringing into market and within the reach of its humbler citizens, of moderate means, homes in which they and their families could be comfortable and independent, and this is to be inferred from the expression in his will “as the town of Newport improves, ground will he wanted for lots, and I wish this want supplied by bringing into market this vacant ground.” At the time of testator’s death, Mrs. Harris was 46 years old, Mrs. Tibbatts 43, and Mrs. Williamson, a few years younger, was, say, 40 years of age. At the time of the judgment, therefore, Mrs. Harris was near 66, and Mrs. Williamson near 60, years of age; yet this land had still [105]*105not been laid off into town lots, half sold on the usual terms, and the other leased out, for longer or shorter periods, and the proceeds of sales invested in productive property in Newport, Covington or Cincinnati, nor to the improvement of the lots devised by testator to his respective' daughters, in this Newport addition or other lots.

The leases of the reserved half of the lots, when laid off, which were not to be sold, were directed by the testator to be

“divided equally among my three daughters, who are to receive the annual rents for the same, for their own use and benefit during their natural lives, and when the leases expire, the title and right is of property to vest in the heirs of such of my daughters, to whom the same was assigned.”

It is clear that the testator intended that as the lots were leased the leases should be assigned severally, but equally, to his three daughters, and that this should be a partition not only of the annual profits, but of the lots also, for the heirs of the respective daughters were to take the lots, the leases of which were so assigned, and this no mattor how the relative value of the lots may have changed when the leases shall expire.

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Bluebook (online)
3 Ky. Op. 101, 1869 Ky. LEXIS 301, Counsel Stack Legal Research, https://law.counselstack.com/opinion/thornton-v-hodge-kyctapp-1869.