Waller's Adm'x v. Marks

38 S.W. 894, 100 Ky. 541, 1897 Ky. LEXIS 29
CourtCourt of Appeals of Kentucky
DecidedJanuary 29, 1897
StatusPublished
Cited by5 cases

This text of 38 S.W. 894 (Waller's Adm'x v. Marks) 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
Waller's Adm'x v. Marks, 38 S.W. 894, 100 Ky. 541, 1897 Ky. LEXIS 29 (Ky. Ct. App. 1897).

Opinion

JUDGE GUFFY

delivered the opinion of the couet.

Permelia Wilmore departed this life in Jessamine county some years ago, having first made and published her last will and testament, which was duly probated. She had a considerable estate, and made many legatees or devisees, being, as it appears, without any descendant.

In May, 1893, Ora Wilmore and others brought suit against the executor of the testatrix and devisees under the will for a settlement and distribution of the estate.

The appellant, Lucy E. Waller, administratrix of J. K. Waller, appeared in court, and was permitted to file her petition to be made a, party to the suit, and [543]*543to have the same taken as her answer and also as her cross petition against the appellees. The answer and cross petition is as follows:

“Lucy E. Waller, administratrix of James K. Waller, deceased, states that said James K. Waller departed this life intestate on the--day--, 189 — , a resident and citizen, at the time of his death, of Nicholas county, Ky.
“She was thereafter, on the - day of -, lby — , regularly and duly appointed and qualified administratrix of the estate of said James K. Waller (who was at his death her lawful husband) in and by the Nicholas County Court. Copy of letters of admim istration evidencing her said appointment and qualification issued by the clerk of said county court are filed herewith, marked TV.’
“Shesaysher said husband was an heir at law of said Permelia WTlmore, and, as such heir at law, would have been entitled under the law of descent and distribution of Kentucky, to a considerable portion of her eotate if she had died intestate. This heirship and consequent potential right of the said husband to a share of said estate was recognized by the devisees and legatees named in the will of said Permelia Wilmore (which is set out in hac-c verba in plaintiff’s petition) at the time it was exhibited and offered for probate in the .Jessamine County Court, and prior thereto, and it was also well known to the said devisees and legatees named in the will that it was the fixed purpose and intention of said testatrix by her will to devise or be[544]*544queath. to her said husband money or property of her estate to the amount of two thousand dollars; and that purpose and intention was never abandoned, modified or changed in any respect by her, and it was equally as well known to and understood by said devisees and .legatees from and continuously after the death of said testatrix that said provision in favor of her said husband was not embodied in and was omitted from the will by the excusable inadvertence of the draftsman of it.
“Soon after the death of the testatrix it was well known to the parties interested in said estate, by reason of declarations made by her said husband and his open, active efforts in resisting the probate of the will, in conjunction with others associated with him and interested in the estate and in defeating the proposed probate of the will that he was opposing its probate, all these facts being, as they- were, well known to the defendants, W. H. Cook, Kate Cook, P. A. Marks, Nannie Marks and Mary Hill (nee Mary Hightower), and because of their knowledge of them, and a commendable disposition on their part to do justly by her husband, and thereby strengthen themselves as well as the propounders of the will, they did, on the 20th day of February, 1888, enter into a written contract with her husband, signed and delivered by them and her said husband (which said written contract is in possession of Benjamin P. Campbell, Esq., to whom it was left by the parties for safe keeping, and for this reason can not be filed herewith, but a copy of which is [545]*545filed by petitioner and made part of this pleading, marked ‘B,’ by which said writing, after reciting that said will had been presented to the Jessamine County Court for probate, and that said James K. Waller, one of the heirs at law of said Permelia Wilmore, was proposing to object to the recording of it, and that it was desirable on the part of the parties concerned to amicably settle any controversy which might arise in regard to the probate of the will), said defendants last hereinbefore named, devisees under the will, undertook and bound themselves To pay and cause to be paid to said James K. Waller two thousand dollars, out of the legacies 'bequeathed to them out of the estate of said Permelia Wilmore, so soon as the same is ready for distribution among the devisees,’ and said defendants, parties to said agreement, by it authorized the executor named in the will to pay said sum of two thousand dollars out of their bequests respectively in proportion to their respective interests to said J. K. Waller, by which agreement said devisees and obligors heretofore herein named transferred and assigned said sum of two thousand dollars, and portions thereof respectively, to said James K. Waller, of which contract, agreement and transfer and assignment the defendant, L. C. Wagner, had notice at the time and ever since.
“Said James K. Waller by said contract undertook to and did.withdraw all opposition to the probate of said will, and did until his death aid and assist in the probate of said will as he by said contract agreed to [546]*546do, and kept and performed in good faith all the covenants on his part of said agreement.
“By said will Mrs. Kate Cook acquired by devise 100 acres of land during her life, the home place of the testatrix, the value of which is unknown to this petitioner, also all the household goods and furniture not specifically bequeathed and at the date of the will in the dwelling house on said land, the value of which is also unknown to plaintiff in this petition.
“Said will bequeaths to said Nannie Marks $3,000 in cash for her sole and separate use, and free from debts and control of her husband, and also devised to John Marks, son of Nannie Marks, and her husband, Philip Marks, about 80 acres of land during his life, and at his death to his ‘heirs/ or, if dying without ‘heirs/ then to his brothers and sisters in fee. The value of said life estate-is unknown to petitioner.
“It bequeaths to said YY. H. Cook two horses, value not known to petitioner.
“It bequeaths to defendant, Mary Hill (at the date of contract Mary Hightower, she being then unmarried), $3,000.
“She says that eleven hundred dollars of said two thousand dollars was paid to said James K. Waller in his lifetime; by whom paid she has no knowledge or information sufficient to form* a belief, but she has heard it was paid or remitted to her husband by the executor, L. C. Wagner, and probably on account of or out of interest of the Cooks.
“The remainder of said two thousand dollars, to-wit, [547]*547nine hundred dollars, remains wholly unpaid and there is more than a sufficient amount of the legacies in favor of said Cooks, Marks and Hill to pay said balance, prorating said balance between them in the hands of defendant Wagner, executor.

Wherefore she asks that she be made a party defendant to this action; that her petition be taken as a cross-petition against the defendants, Dr. L. C. Wagner, W. H.

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Bluebook (online)
38 S.W. 894, 100 Ky. 541, 1897 Ky. LEXIS 29, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wallers-admx-v-marks-kyctapp-1897.