119 Ky. 85 | Ky. Ct. App. | 1904
Opinion of the court by
Affirming.
Elizabeth M. Bedford died February 20, 1860, domiciled In Lewis county, leaving a will which was. duly admitted to probate. Her son and only child, Robert Bedford, was named
“First. I give and bequeath to my son, Robert Bedford, all of my lands in Lewis county, to have and to hold during his natural life. If said Robert Bedford should die leaving a child or children of his own body, then those lands are to go to those children and their heirs forever.
“Second. I give and bequeath to my son, Robert Bedford, all the lands and other property I own in the county of Nicholas, to have and to hold during his natural life.”
“Fourth. In case my son, Robert, dies leaving children of his own natural body, I give and bequeath all my lands to them and their heirs forever.
“But if my son dies without a child or children, then I desire that all my lands in Lewis and Nicholas be sold, and the money arising from said sales I give and' bequeath to the State of Kentucky forever in trust; that the said State will forever hold the same for the use and benefit of the children of the State; that the said State will invest said money in some -profitable bank stock, and the profits therefrom 1 desire to be appropriated annually forever toward the education of the children of the State of .Kentucky, particularly the poor and most unenlightened. I desire that this money constitute a permanent school fund, and the interest from this fund to be appropriated annually towards the education of the children of this State.”
The testatrix owned at the time of her death, in fee simple, a tract of 3á3 acres of land situated in Lewis county, one of 300 acres in Nicholas county, and an undivided one-fifth interest in ICO acres in Nicholas and Robertson counties. In addition to these lands, she had in possession, under a
The tract of 452 acres lying on the Ohio river, at the mouth of Quick Run creek, in Lewis county, was not mentioned or sold in' the action referred to. This tract- was-purchased by Elizabeth M. Bedford of her brother H. (J. Bedinger, in 1833, for $3,700 cash in hand paid, and was then supposed to contain 470' acres. At the time of its purchase Bedinger executed (o her a title bond, wherein the land was particularly described, the payment of the full consideration acknowledged, the undertaking- expressed that the possession of the land would be delivered to the vendee December 1, 1833, and- that a deed of. general warranty conveying the same would be executed and delivered to her by the vendor on or before August 1, 1S34. Possession of the land was delivered at the time stipulated in the bond, but the vendor, Bedinger, before the arrival of the time fixed for the execution of the deed, removed to, an.d became a resident of, the State'of Missouri, where he died in 1847, without having executed a deed to his vendee. On October 12, 1857, Elizabeth M. Bedford brought suit in the Lewis circuit court against the children and heirs- at law of her vendor, H. C. Bedinger, setting forth her purchase, of the land, the payment by her of the purchase money, and the covenants of the title bond, which was filed with the petition, and prayed a specific performance of the contract by the execution to her of a proper deed upon the part of the, heirs at law of the vendor. The heirs filed answer admitting the sale of the land upon the terms contained in the title
During the pendency of the action, and beforé a judgment was entered therein, the death of Elizabeth M. Bedford occurred, as hereinbefore stated. In June, 1S60, this fact was suggested to the court, and an order of revivor entered; and at the succeeding term Robert Bedford filed an amended petition and answer to the counterclaim, in which he set forth the fact that he was the sole devisee under the will, and the only child and heir at law of the testatrix, and asked that the suit be prosecuted in his own name and for his own use.
In June, 18G3, a judgment was entered in the cause by agreement of parties, whereby the commissioner was ordered to execute a deed conveying him the land in fee simple, which was done accordingly, and the deed put to record June 6, 1S63. The land was held by Robert Bedford under this deed until hisi death, which occurred December 23, 1887, and after his death Susan Bedford, his widow and sole devisee, held it, under and by virtue of the provisions of his will, until her death, in 1899, though on October 11th she, by deed of general warranty, conveyed it, together with a more valuable tract in Mason county, to her nieces, Nettie Pogue and
This action was instituted January 3, 1902, by the appellants,5 Commonwealth of Kentucky and R. D. Wilson, its agent, against the appellees, T. S. Clark, Carrie E. Clark, his wife, B. F. Jackson, Chas. Yariers, John D. Hendrickson, and C. B. Liles, to recover possession of, and quiet its alleged title to, the 452 acres of land situated on the Ohio river., at the mouth of Quick Run creek, in Lewis county. The petition, as amended, contained the averments that the land mentioned was by the will of Elizabeth M. Bedford, deceased, devised to her son, Robert Bedford, for life, with remainder, in the event of his dying without issue, to the Commonwealth of Kentucky, in trust for the education of the poor children of the State; that, though Robert Bedford survived his mother many years, he remained and died childless, by reason of which the title to the land in question vested in the Commonwealth in trust for the education of the poor children of the State; and that the appellees were wrongfully holding the possession of the land, and claiming it as their own. Besides seeking to recover-possession of the land, and the quieting of the State’s alleged title thereto, it was also asked
The appellees T. S. Clark and Carrie E. Clark filed an answer in which it is denied that the Commonwealth of Kentucky has any title to the land in controversy, and averred that they have and hold the title to same, and further that they and those under whom they claim the land have had and held the actual possession thereof, adversely to appellants and all others continuously for more than 30 years before the institution of this action; and they pleaded the 5, 10, 15, and 30 years’ statutes of limitatioiin bar of any recovery of the land. Appellants demurred to so much of the answer as pleaded the statutes of limitation. The demurrer was sustained by the court as to the pleas of the statutes of 5 and 10 years’ limitation, but overruled as to the paragraphs that relied upon the statutes of limitation of 15 and 30 years. Thereupon all affirmative matter in the answer was denied by reply, and the cause was submitted upon the issues thus formed, the deposition of George M. Thomas, and a statement of facts reduced to writing by agreement of the parties. The chancellor, by the judgment rendered, dismissed the appellants’ petition upon the ground that the action was barred by the ,15 andl 30 years’ statutes of limitation.
The action of appellants is bottomed upon the theory that,' as by the will of Elizabeth M. Bedford, her son, Robert, had a life estate in the land in controversy, the State of Kentucky had no right of action until his death, in 1SS7, and that, as this action was brought within the 15 years next following that event, the statutes of limitation do not apply. In other words, tire contention is, first, that during the lifetime of Robert Bedford limitation did not run, because his possession during that time is not to be counted as adverse to the remaindermen; second, that, having quali
While it is true that the possession of a life tenant can not be adverse .to the holder of the legal title in remainder, and likewise true .that the possession of a trustee, as such is not adverse to the cestui que trust, manifestly these principles can not apply to the case at bar, unless the legal title in remainder has vested in appellants, and a legal title in the - life estate had been held by Robert P>edford. In that event the remainderman would have no right of action, either in lawr or equity, until the termination of the life estate. But such was not the case here, for Robert Bedford acquired and held the legal title in fee simple by and under the deed from the heirs of Bedinger, and his title and possession were adverse to the remaindermen, who had only an equitable estate or equitable title in remainder. Under such circumstances, it wrould seem that the holder of the equitable title in remainder had a right of action during the life tenancy, if not to recover the land or its proceeds, at least to set aside or reform the deed, or have the trust declared by a court of equity, and such a decree entered as would ultimately lead to its enforcement. It is apparent that the legal title to this land was never in Elizabeth M. Bedford. Though she endeavored to obtain it by the action against the Bedinger heirs, her death occurred before the end in view could be accomplished. After her death the judgment of the court in the action then pending should have directed that Robert Bedford be conveyed by deed from the Bedinger heirs an estate for life in the land, with remainder, in the event of his death without issue, to the State of Kentucky in trust for the education of the children of the State, as in the will of Elizabeth M. Bedford provided, and the deed should have
It is evident that the vesting of the fee simple title to the land in Robert Bedford was not accidental. It was intentionally done, because he and his- counsel, George M. Thomas and Harrison Taylor, were of the opinion that his mother’s will, in respect to the devise of the proceeds of her lands to the State for purposes of education, was void for uncertainty, and that therefore no remainder was created by it, failing which he would take the estate absolutely, as the only heir at law. It afterwards developed that this conclusion was erroneous, but the act of Robert Bedford in taking to himself the title in fee simple manifested a purpose to repudiate the trust created by the will, and amounted to a renunciation thereof, of which the deed gave notice to the remainderman. From that time until his death Robert Bed-ford’s possession of the land was adverse to the remainder-man and all others,- and such was> the character of the possession of his successors to the legal title down to the time of the institution of appellants’ action, a period of more than thirty-eight years.
We are of opinion that appellants’ cause of action accrued upon the renunciation of the trust by Robert Bedford, wrhich occurred when he accepted and put to record the deed from the heirs of Bedinger, June 6, 1863. It must be presumed that the recording of the deed gave the appellant Commonwealth of Kentucky notice of the renunciation by Robert Bedford of the trust created by his mother’s will, and that his possession of the land was adverse to the remainderman. The appellant, at any time within five years after its discovery of the wrongful conversion by Robert Bedford of the title to the land from a life estate to a fee simple, and not later than ten years after the act, might have sued to correct or
In Packard v. Beaver Valley Land & Mining Co., 96 Ky., 249, 16 R., 451, 28 S. W., 779, which was an action to recover land of the plaintiff that had been sold for taxes and bought by the State, and was thereafter conveyed by deed from the auditor to one Rice, and by the latter by a subsequent deed to thé defendant, the plaintiff prayed a cancellation of the deeds and for the recovery of the land. One of the defenses interposed was a plea of the -five-years’ statute of limitation. The court said: “It can not be doubted that when, by fraud or questionable contrivance or irregularity, the title of the owner of land has been wrested from him and converted to the use of another, he may bring his suit to cancel the conveyance, and it is no obstacle to the obtention of relief that the plaintiff is not in the actual possession of the land. That
In the case of Baseman’s Heirs v. Batterton, 1 Dana, 432, • the facts are strikingly similar to those of this case. Baseman died possessed of a tract of land which he held by virtue of .a bond for the title from Owings, and commissioners appointed by the county court of Bourbon in 1785 made partition of it among five of his children, of whom Catharine Baseman was one. One Hopper afterwards married Catharine, and took possession of the part allotted to her. In 1803 Catharine and her husband united with the others between whom the land had been divided in a suit in equity
The following additional authorities, which we will not lake time to notice in detail, will, we think, sustain the doctrine announced in those already considered: Patrick’s Heirs v. Chenault, 6 B. Mon., 315; Edwards v. Woolfolk’s Adm’r, 17 B. Mon., 376; Barclay, etc., v. Goodloe’s Ex’r. 83 Ky., 500; Black v. Black, 51 S. W., 456, 21 Ky. Law Rep., 403. We think an examination of the" cases cited by counsel for appellants will show that they do' not conflict with the authorities supra. While many of: them hold that the cause of action does not accrue to the "remainderman until the termination of the life estate, it-will'be found that they are cases in which the remaindermen had the legal title in remainder, and, being without right of possession during
In Tiedeman on Real Property, section '496, it is said: “All the trusts which have been heretofore discussed receive the further appellation of express trusts because they are expressly created by some deed or other instrument of conveyance, and are to be distinguished from those trusts which are explained in the succeeding paragraphs, and which arise by operation of law-for the prevention of injury and the furtherance of justice. Express trusts are created by the express act of the party owning the property. . . . Section 497. Trusts which arise by implication of law are subdivided by the books into implied, resulting, and constructive trusts.” ,.
It is well settled that limitation does not run during the
It seems to be clearly established that Robert Bedford claimed adversely to the remainderman and all others from the time he took the deed from the Bedinger heirs, and such was the possession of his widow and appellees, the Clarks, after his death. Neither the judgment or deed under which Robert Bedford held the land in controversy was or is void. But both might have been avoded at the suit of the remainderman, if brought in proper time. In Wickliffe v. City of Lexington, 11 B. Mon., 161, it is said : “It is argued, however, that in cases of trust there is no limitation, and that the lapse of time does not bar this claim (a land controversy) against the city. This doctrine, however, applies alone to cases where there is a direct, express, and subsisting trust of a purely equitable nature, and not to cases where the
It Can not be contended that Robert Bedford, in qualifying as executor of his mother’s will, undertook to discharge- the duties of the trust created thereby. He was not authorized or expected to sell any of the lands of the testatrix, the procepds of which are directed by the will to he paid to the Stale, of Kentucky for the education of its poor children, for there could be no sale of the lands until the termination of his life estate; that is, until his death without issue; At most, he was only charged with the duty of preserving the property from which the trust fund was ultimately ?o be raised. In taking io himself the deed from the Bedinger heirs, he converted his interest in the land in controversy from an equitable life estate into a legal title in fee simple, which he liad no right to do. He therefore became a eonsirudiye trustee, and nothing- more, though he did not regard himself as such. Upon the contrary, by his act in thus taking to himself the legal title, and his adverse holding of the land until his death, he thpew upon the equitable remainderman the burden and responsibility of taking llie necessary steps to have the.-trust declaredj and i Is rights fixed. This responsibility the remainderman did not accept until its right to sue had been barred by limitation. . .
We strongly incline to the opinion that appellants’- -action is barred by the five-years’ statute, as in Treadway v. Pharis and Packard v. Beaver Valley Land & M. Co., supra., but whether that statute, .or section 2522, whi,c;h(pro,vi,ejes that
Wherefore the judgment is affirmed.