Waybright v. Longstreet

46 N.E.2d 683, 221 Ind. 251, 1943 Ind. LEXIS 179
CourtIndiana Supreme Court
DecidedFebruary 22, 1943
DocketNo. 27,808.
StatusPublished
Cited by4 cases

This text of 46 N.E.2d 683 (Waybright v. Longstreet) is published on Counsel Stack Legal Research, covering Indiana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Waybright v. Longstreet, 46 N.E.2d 683, 221 Ind. 251, 1943 Ind. LEXIS 179 (Ind. 1943).

Opinion

Swaim, J.

This is an action by the appellants against •the appellees to quiet title to certain real estate to which *254 the appellants claim title as residuary devisees under the last will and testament of Emma B. Johnson, deceased. Item VI of said will was as follows:

“I give, devise and bequeath to Mima Parker, my sister, if she survives me, all the rest of the residue and remainder of my estate, wherever situate, for her use, benefit, and enjoyment as long as she lives and with the power to use, sell, dispose of as she desires all property given to her in this Item of Will. I desire that she give to my friends the presents they have given to me and any of my silverware, dishes, bed clothing and other trinkets they may desire. Papa’s coverlet I want to always remain with some one of our family. I also want you to send to Adolphus E. Johnson a copy of my will and the letter which I have left for him. Now, Mima, I am making this bequest for you to enjoy yourself, with your husband, and do not permit your generosity to give it away, except as I have indicated herein. •
“If any of the property given to said Mima Parker is not disposed of by her during her lifetime, then I give, devise and bequeath that part thereof not disposed of by the said Mima Parker in her lifetime, one-fifth to the children of my sister, Martha Overleese, deceased; one-fifth to the children of my brother, Wesley Nation, deceased; one-fifth to the children of my brother, Lige Nation, deceased; one-fifth to the children of my sister, Mima Parker, and the remaining one-fifth to the following children and grandchildren of my deceased sister, Sarah Sefton, as follows: one-third to Clarence Sefton, one-third to Hubert Bradley and one-third to Harold Ruddell, Jessie Ruddell, Ralph Ruddell and Helen Spillman.”

Acting pursuant to a plan to convey and dispose of the real estate to her husband under the terms of the will, Mima Parker and her husband conveyed the real estate in question to a trustee for the purpose of having the trustee immediately reconvey it to the husband, *255 which was done. Mima Parker received no property, money or valuable consideration for this conveyance. At the time the conveyance was made she had available for her use a balance of approximately $400.00 of personal assets of the estate of Emma B. Johnson, deceased.

On the day following the execution of these two deeds Mima Parker died intestate. Shortly thereafter the husband also died leaving as his only heirs the appellees, Mae Longstreet and Wesley Parker, his children by the said Mima Parker, which children were also named as residuary devisees with the appellants in Item VI of said will'.

Both appellants and appellees agree that by Item VI of said will Mima Parker took a life estate in said real, estate with a power of disposition. They disagree only on- the limitation on the power of disposition.' Both insist that the language of Item VI is so clear that it is unnecessary to resort to rules of construction to determine the intention of the testatrix; the appellants insisting that it is perfectly clear that the conveyance of the real estate to the husband was not within the power of disposition and the appellees insisting, just as earnestly, that said conveyance was clearly within such power.

Both parties agree that to define the limitations on the power of disposition, we must discover the true intent of the testatrix; that in discovering this intent we must look to all of the provisions of the will; and that this intent, if clear, as gathered from the provisions of the will as a whole, must prevail over a contrary intent which might be indicated by isolated words or phrases.

The appellants contend that all of the provisions of Item VI of said will, when considered together, show a clear intention on the part of the testatrix to limit the *256 power of disposition to a disposition of the property for the use, benefit, enjoyment, support and maintenance of said beneficiary during her lifetime; that no conveyance was valid unless it was for the support or maintenance of Mima Parker.

None of the cases cited by appellants to support this contention presents exactly the same question as presented by the instant case. In Goudie et al. v. Johnston et al. (1887), 109 Ind. 427, 428, 10 N. E. 296, a widow was bequeathed personal property “for her use during her natural lifetime . . . she to have the control and management of the same, and at her death all of said personal estate remaining, . . . shall go to and be equally divided among . . .” The court properly held that this language gave the widow only the use of the property during her lifetime with no power of disposition other than by use.

In Wiley et al. v. Gregory et al. (1893), 135 Ind. 647, 648, 654, 35 N. E. 507, a widow was given real estate “to be and remain hers during her natural life, to use, enjoy and dispose of as she may desire and after her death, all that remains undisposed of by her, I desire that the same be equally divided among my children. . '. .” The only question there presented was whether the widow by such a bequest, took a fee simple title to said real estate. The court correctly held that the will vested in the widow only a life estate with a power of disposition, but described the power as being “an unlimited'power to dispose of the fee.”

In Bowser, Adm. v. Mattler (1894), 137 Ind. 649, 651, 35 N. E. 701, 36 N. E. 714, a testator in giving his widow a life interest with a power of disposition provided, “it shall be hers without any interference from anybody, for the space of her lifetime; it shall *257 be hers in the full sense of ownership, even so far that she is empowered to sell, mortgage or divide the same; . . . But this shall not be so understood as that my said wife has the right.to divide the property herein named among persons not kindred to me to the -disadvantage of our children, but they shall, after her .death, divide the estate among them equally.” This language clearly limited the devisee to a sale, mortgage, or division of the property and limited a division to an equal division among their children.

In Brookover v. Branyan (1916), 185 Ind, 1, 3, 112 N. E. 769, a power of disposition given to a widow was limited to “the power to sell and convey ... for her use.” The devisee attempted to devise the land by her will. The court held that disposition of her property by her will was not within the power granted to ■ her.

Booker v. Deane et al. (1928), 88 Ind. App. 72, 73, 74, 76, 163 N. E. 287, held that a widow had the power' to convey the real estate devised to her only “for her own use and benefit” and could not convey it without a valuable consideration, where the will devised the real estate to her during her natural lifetime with the power “to use, enjoy and dispose of same -for her own.

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Bluebook (online)
46 N.E.2d 683, 221 Ind. 251, 1943 Ind. LEXIS 179, Counsel Stack Legal Research, https://law.counselstack.com/opinion/waybright-v-longstreet-ind-1943.