Woods v. Hughes

160 S.W.2d 339, 290 Ky. 99, 1942 Ky. LEXIS 348
CourtCourt of Appeals of Kentucky (pre-1976)
DecidedMarch 20, 1942
StatusPublished
Cited by4 cases

This text of 160 S.W.2d 339 (Woods v. Hughes) is published on Counsel Stack Legal Research, covering Court of Appeals of Kentucky (pre-1976) primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Woods v. Hughes, 160 S.W.2d 339, 290 Ky. 99, 1942 Ky. LEXIS 348 (Ky. 1942).

Opinion

Opinion op the Court by

Sims, Commissioner

— Affirming.

Charles Conant died in 1935 at the age of 89 in the liouse and on the farm where he was born, which had been owned by him, his father and grandfather for more than 100 years. The farm was at the outskirts of Smith-land and contained 104 acres. The residence was an old brick house located on Conant Hill overlooking the confluence of the Cumberland and Ohio rivers. In recent years the farm has been traversed by four or five roads which cut it into several parcels, and only the bottom land is tillable, although the hill-land is suitable for pasture. Besides this farm, Mr. Conant owned Cache Island located in the Ohio river some 10 miles below Smithland, also a 10 acre tract, the latter being of little value. He had no children and was survived by his widow, Mrs. Cora C. Conant, to whom he devised all of his property. Mrs; Conant’s invalid sister, Mrs. Laura C. Webb, resided with her in the old Conant home from 1937 until *101 Mrs. Conant’s death in May 1939, after which Mrs. Webb returned to her own home in Smithland, where she died 'in the fall of 1939.

This suit was brought by the executor of Mrs. Webb to obtain a construction of the wills of these two ladies. Mrs. Conant’s will reads:

“I want to give to my niece Kate D. Love and my nephews Bertrand and Harry G-. Davis and Douglas Davis two dollars each, and all else that I possess with home and contents to be given to my sister, Laura C. Webb, with the exception of Cache Island, which is to be given Charles Crawford. This was Charley’s wish. At,my sister’s death my homestead is to be given to Julia Conant Thompson. * * * This Jan. 26, 1937.”

The pertinent part of Mrs. Webb’s will reads:

“It is my wish that all real estate left me in the will of Cora Conant, my sister, as soon as practical, be sold privately or public auction and the proceeds be equally divided among the following: Mr. and Mrs. Henry Woods (Marion), Mr. and Mrs. Harry Blades, Sr., (Princeton), Mr. and Mrs. David Webb, Sr., * * *. Aug. 23, 1939.”

There is no ambiguity in Mrs. Webb’s will and the reason for setting it out in the petition is it attempted to dispose of property Mrs. Webb claimed under her sister’s will.

The question for determination is what estate did Mrs. Webb take in the Conant farm. Did testatrix in the use of the word “homestead” intend to limit Mrs. Thompson to the house and grounds immediately surrounding it, with outbuildings appurtenant thereto (the curtilage so to speak) of a value of $1,000; or did she use “homestead” in the popular or non-technical sense of “home place,” intending thereby to devise the entire Conant farm of 104 acres to Mrs. Thompson?

The chancellor in a carefully considered written opinion held Mrs. Webb was devised a life estate in the Conant farm with remainder in the entire farm to Mrs. Thompson. On this appeal the persons to whom Mrs. Webb devised the proceeds from the sale of the real estate she received through Mrs. Conant’s will contend that Mrs. Webb took the Conant farm in fee; if not, then. *102 the word “homestead” in the devise to Mrs. Thompson passed to her only the house and the grounds immediately around it.

Appellant argues that as Mrs. Conant devised the absolute fee in all of her property (except Cache Island) to Mrs. Webb, she could not limit the estate by a subsequent clause in her will. But they are not strongly insisting upon this position and appear to realize this court has long since adopted the rule that if a testator subsequently inserts a clause in the will which destroys the power of the devisee to dispose of or consume the property, thereby manifesting an intention not to devise an absolute estate by the previous clause, his intention will be given' effect in limiting the estate. Thus when a will devises property to one and a subsequent clause therein devises the same property to another at the death of the first taker, the former takes a life estate and the latter the fee. However, should the subsequent clause only dispose of that portion of the property which the first taker does not dispose of or consume, then such subsequent or limiting clause will be given no effect as the first taker’s absolute fee with right of disposition has not been diminished. One of the earlier cases on this point is Ewering v. Ewering, 199 Ky. 450, 251 S. W. 645, and a recent one is Scott v. Smith, 286 Ky. 697, 151 S. W. (2d) 770. Therefore, Mrs. Webb took only a life estate in the Conant farm with remainder in Mrs. Thompson, provided the testatrix intended to include the entire farm in the devise to the latter.

The next question is what did Mrs.*Conant intend by the sentence “At my sister’s death, my homestead (our italics) is to be given to Julia Conant Thompson”? It will be noted in the devise to Mrs. Webb, testatrix uses this language, “and all else I possess with home (our italics) and contents to be given to my sister, Laura C. Webb.” This is a holographic will and as is not unusual by the laity, testatrix used the words “homestead” and “home” synonymously or interchangeably. There can be no doubt that when she devised her “home” to her sister for life she intended to include the entire home farm upon which she and her husband spent their married life. Likewise, there can be no doubt that when she devised “my homestead” to Julia Conant Thompson after Mrs. Webb’s death, she intended Mrs. Thompson should take the entire farm.

*103 It is common knowledge that people generally use ■“home” and “homestead” as meaning one and the same thing. Usually, it is only those learned in the law who realize “homestead” has a technical meaning which distinguishes it from “home.” The will under consideration was not drafted by a lawyer, but was written by Mrs. Conant and there is every reason to believe she used “homestead” in the popular sense given that word by laymen. We have been cited no case from this jurisdiction where the court has defined “homestead” when used in holographic wills of laymen, and we have found none. But the chancellor’s opinion calls attention to Fullenlove v. Vaughn, 151 Ky. 513, 152 S. W. 570, 571, where the devise was, “the homestead upon which I reside, containing about sixty acres ’ ’; and to Shepherd v. Moore, 283 Ky. 181, 140 S. W. (2d) 810, 811, where the devise was, “our homestead originally containing about 35 acres”; and to McBrayer’s Adm’r v. Yates, 185 Ky. 140, 214 S. W. 815, where the devise was, “one-third interest in my homestead.” None of these cases involved the construction of the word “homestead,” but the three opinions make no distinction between “homestead” and “home place,” evidencing that this court treated the term “homestead” as used in the three wills as being synonymous with “home place.”

But we find courts of other jurisdictions have de•cided this identical question. In Kennedy v. Kennedy, 105 Ill. 350, testator resided on his 630 acre farm and the •devise was, “I give and bequeath to my wife, Mary, my homestead.” It was there written:

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Bluebook (online)
160 S.W.2d 339, 290 Ky. 99, 1942 Ky. LEXIS 348, Counsel Stack Legal Research, https://law.counselstack.com/opinion/woods-v-hughes-kyctapphigh-1942.