Wiglesworth v. Smith

224 S.W.2d 177, 311 Ky. 366, 1949 Ky. LEXIS 1146
Court of Appeals of Kentucky (pre-1976)·Decided November 4, 1949·Published·Cited by 4 cases

Opinion

Judge Thomas

Affirming.

Prior to his death in January, 1948, Harve Baird executed his will directing in its first clause the payment of his debts. Clauses 2 and 3 direct that:

“2. All the rest and residue of my estate of whatever the same may consist whether real or personal or mixed property I will devise and bequeath to my wife, Mary Catherine Baird, her life time with the right to use any or all of the same if in her opinion it may be necessary for her support and maintenance.

“3. If at the- death of my wife she has not used and expended all of my estate, I will and devise and bequeath any remainder to H. C. (Doc) Wiglesworth and Ms wife, Lola Wiglesworth, in fee. It is to be understood that this item is to be no restraint on my wife’s use of my property but just in the event any remains at her death I make this provision because of the kindness and care they have shown toward my wife and myself.

■ “I name my wife Executrix without bond.”

The will was duly probated in the county court of Harrison County where testator resided, and where his property was located, but his widow declined to qualify and Claude Smith was appointed administrator with the will annexed.

There were no children born to the Bairds and both of them were advanced in years at the time of testator’s death and when he executed Ms will. Having no descendants his heirs, if he had any, but — which the record does not show — were altogether collateral of next of kin. The Bairds were each in more or less impaired ■health for some time prior to the execution of the will. H. C. Wiglesworth and his wife, Lola, were near neighbors to the Bairds and they, at least to some extent, administered to their wants and necessities. Testator at the time of his death and at the time of the execution of his will owned but a limited amount of personal property which was all consumed in the payment of his *368 debts and tbe cost of administration, leaving his net estate consisting of tbe two tracts of real estate stated in tbe will, i. e., a 62-acre tract and another parcel containing only two acres. Tbe income from these tracts was insufficient to maintain and support testator’s widow in tbe manner clearly indicated by bis will. Conceiving that under her husband’s will she bad tbe right to sell tbe real estate in order to procure funds for her maintenance and support she entered into a contract with Llewellyn Smith to convey to him tbe real estate mentioned in tbe will and prepared and tendered to him a deed to that effect, but be declined to accept it and pay tbe agreed consideration on tbe ground that she did not possess tbe power under her husband’s will to sell bis real estate.

After Llewellyn Smith refused to accept tbe deed executed and delivered to him by Mrs. Baird she and tbe administrator, with tbe will annexed, .filed this action in tbe Harrison circuit court against Wiglesworth and wife and Llewellyn Smith for a construction of testator’s will and for judgment compelling him to accept tbe deed and pay tbe consideration. Tbe prayer of tbe petition was: “Wherefore plaintiffs pray for a judgment from this Court construing tbe will of Harve Baird, adjucating (sic) tbe rights of tbe parties herein and directing the payment of tbe contract sale costs herein and all other and equitable relief to which this cause belongs.”

Appropriate subsequent proceedings made tbe issues and the cause was submitted to the court. Judgment was rendered on May 1, 1948, decreeing that “tbe defendant, Llewellyn Smith, is ordered and directed to accept a general warranty deed from tbe said Mary Catherine Baird and pay the contract price therefore (sic), to which rulings of tbe Court, the defendants, H. C. Wiglesworth and Lola Wiglesworth, except, and pray an appeal to tbe Court of Appeals which is granted, # * *.” From that judgment Wiglesworth and wife prosecute this appeal, but there is no appeal from tbe judgment by Llewellyn Smith who agreed to purchase tbe land from testator’s widow.

It is argued by counsel for appellants that tbe will of testator in this case did not confer power of sale of bis real estate upon bis wife, nor expressly provide *369 that she might encroach upon the corpus if necessary to carry out his dominant purpose to provide for her, hut only gave her the use and income of the property, including, of course, the real estate, during her life. Furthermore, that should the will he construed as empowering the widow to encroach upon the corpus of testator’s real estate then she personally could not make sale thereof, hut could only procure a sale by direction of a court of competent jurisdiction to so adjudge and direct the sale. Also, it is contended by counsel that even in the case of a judicial sale it “becomes the duty of the court to appoint a trustee whose duty it is to receive and hold the proceeds of said sale and apply the same to the needs of the life tenant as they may arise and always under the supervision of the court. ’ ’

We are therefore confronted with the questions of (1) whether the wife may individually convey the involved real estate and appropriate the proceeds for the purpose stated by the testator in his will without the intervention of a court, and (2) whether or not a trustee should be appointed and the proceeds of the real estate be allotted by the court to the widow from time to time as it may conclude is necessary to carry out the purpose and intention of the testator as he intended in his will. *

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Wiglesworth v. Smith, 224 S.W.2d 177, 311 Ky. 366, 1949 Ky. LEXIS 1146 (Ky. 1949).

224 S.W.2d 177 (Wiglesworth v. Smith) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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