Wickliffe's Executors v. Preston

61 Ky. 178, 4 Met. 178, 1862 Ky. LEXIS 43
CourtCourt of Appeals of Kentucky
DecidedApril 10, 1862
StatusPublished
Cited by57 cases

This text of 61 Ky. 178 (Wickliffe's Executors v. Preston) 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
Wickliffe's Executors v. Preston, 61 Ky. 178, 4 Met. 178, 1862 Ky. LEXIS 43 (Ky. Ct. App. 1862).

Opinion

JUDGB BULLITT

delivered the opinion op the godrt:

Robert WickliiTe, by a codicil to his will, made in 1854, devised to his daughter, Margaret, wife of Wm. Preston, certain property, including a tract of land called Piedmont, and containing 3,300 acres. in 1858 he authorized his agent to sell that part ofsaid land “lying over Slate creek,” being, as it appears, about 500 acres, if he could get $25 per acre. In July, 1859, the agent sold 199 acres of said land for $25 per acre, one-third payable on the 1st March, 1860, and the residue in one and two years thereafter, with interest from that date, and gave a bond therefor.- The testator was informed of the-[180]*180sale and assented thereto, but died on the 1st September, 1859, without having executed a conveyance. Preston and wife sued his executors for the value of said 199 acres, and obtained a 'judgment against them for $4,975, being the price for which the land was sold, with interest from March 1, 1860. From that judgment this appeal was taken.

The only question that we need to consider is, whether or not the sale of the land was, to that extent, a revocation or ademption of the devise.

Formerly, a sale by a testator, after making his will, of ■either land or personal property thereby devised, was an ademption of the legacy or revocation of the devise. It was not a question of intention. The ademption was effected upon the principle that the subject was annihilated, or its condition so changed that nothing remained to which the terms of the will could apply. (Ross vs. Carpenter, 9 B. Mon., 367; Hocker vs. Gentry, 3 Met. Ky. Rep., 473.) In the last named case, however, it was said, that “it seems clear, not only that these rules have been changed, both as to devises and bequests to an heir of the testator, but that the burthen rests on those claiming against the will to show that the testator, in selling the property, intended to adeem the legacy or devise. (Rev. Stat., chap. 46, art. 3.”) But as no reasons were stated for that conclusion, and as the sale in that case was of personal property, we propose to notice-in detail the arguments advanced to prove that the sale in this case was pro tanto a revocation of the devise.

The statute above referred to is as follows:

“§l,l. The conversion, in whole or in part, of money orprop-erty, or the proceeds of property devised to one of the testator’s heirs, into other property or thing, wdth or without the assent of the testator, shall not be an ademption of the legacy or devise, unless the testator so intended, but the devisee shall have and receive the value of such devise, unless a contrary intention on the part of the testator appear from the will, or by parol or other evidence.”
“§ 2. The removal of property devised shall not operate as an ademption, unless a contrary intention on the part of the [181]*181testator is manifested in like manner.” (Rev, Stat. chap. 46, art. 3.)

The appellants contend that this statute does not apply to a conversion of land, but only applies to a conversion of personal property by a testator, because the word “conversion” is properly applicable only to personalty, because the word “ademption” is properly applicable only to bequests of personalty, and because the second section of the article cited clearly applies only to personalty, since land cannot be removed.

According to the argument, if a testator should devise $10,-000 worth of personalty to one child and $10,000 worth of land to another, and should afterward sell both the land and personalty, the former devise would be defeated and the latter would not. We do not perceive what motive, if any, the Legislature had for making such a distinction. No such distinction existed before the statute, but a sale of either land or personalty defeated the will pro tanto Not do we find in the language of the statute any convincing proof that it was designed to change the law merely with respect to personalty, and thus to establish the distinction contended for.

The word “conversion” has a technical meaning with reference to certain tortious acts, and in that sense applies only to personal estate. But it was not used in that sense by the framers of this statute, since such tortious acts cannot be committed by a testator with reference to his own property. It has another meaning which applies alike to real and personal property. The purchase of land with money is a conversion of money into land; and the sale of land for money is a conversion of the land into money. And even a direction,' in a deed of trust or will, to buy land with money, or to sell land tor money, is, in equity, a conversion of the money, into land and of the land into money. The word conversion, therefore, as used in this statute, is as applicable to real as to personal estate.

Though a sale of la'nd by a testator was formerly designated, technically, as a revocation of the devise, we do not regard the omission of the word “revocation” from the statute under consideration as entitled to much significance. It is [182]*182.contained in a chapter entitled, “Heirs and Devisees," and in ,an article entitled. “Ademption of Legacy, &c,” and it speaks of the ademption of the legacy or devise, and declares that the devisee shall have the value of such adeemed devise; in each of which respects the language is technically incorrect, according to the former rules, if it was designed to apply only to bequests of personalty. But in another part of the Revised Statutes it is declared that “the words ‘legatee’ and ‘devisee’ shall each be held to convey the same idea, and the words ‘bequeath’ and ‘devise’ to mean the same thing; and the words ‘bequest' and ‘legacy’ shall each be held to mean the same thing,-and to embrace and include either real or personal estate or both.” (Chapter 21, section 25.) The framers of the Revised Statutes, having thus abolished the distinction between the words bequeath and devise, legatee and . devisee, could properly use the word “ademption” with . reference to real and personal estate.

Personal estate can be. removed, real estate cannot. The provision concerning the removal of property devised applies, therefore, to personal estate only. But we do not perceive upon what principle this provision concerning an act that can only be committed with reference to personal estate, can be so construed as to limit to personal estate the provision concerning the conversion of property devised. Our conclusion is, that the statute applies to a conversion of real as well as personal estate, and that a sale of land for money is a conversion of it within the statute.

As the statute declares that the conversion of property by a testator shall not be an ademption of the devise, but that the devisee shall have the value of the devise, unless a contrary intention on the part o' the testator appear from the will or by parol or other evidence, it necessarily follows that those claiming against the devisee must show that the conversion was made with an intention to adeem the devise. The sale of the land by the testator in this case raised no presumption, even, of such an intention; the burthen of proving the intention rests on the executors.

[183]*183They contend that such an intention appears from the will. The testator had three daughters, to each of whom he made specific devises.

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Bluebook (online)
61 Ky. 178, 4 Met. 178, 1862 Ky. LEXIS 43, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wickliffes-executors-v-preston-kyctapp-1862.