Gregory v. Oates

| Ky. Ct. App. | Jan 30, 1892

JUDGE LEWIS

DELIVERED THE OPINION OF THE COURT.

Elizabeth Oates, appellee, brought this action to recover of B. E. Gregory, appellant, a lot of land claimed by her as mother and heir at law of Ada Gregory, who died childless June 9,1890, owner of it. Appellant, who is surviving husband, in his answer set up title and right of possession under her will dated September 26, 1889, and probated and established by order of the Jefferson County Court made June 16, 1890. He further stated that December 11,1889, the Louisville Chancery Court upon the joint petition of himself and wife, Ada Gregory, rendered a judgment in pursuance of section 6, article 2, chapter 52, General Statutes, empowering her, besides other acts, to dispose of her property as a single woman by will or deed, and that the paper in question was between the date of that judgment and her death, repeatedly and deliberately adopted, recognized and declared to be her last will. To that answer a general demurrer was sustained, whereupon appellant filed an amended answer in which he stated he and his wife were bona fide housekeepers, occupying the lot, and prayed the court to adjudge the right to occupy and use it as his homestead, as provided by section 15, article 13, chapter 38, General Statutes.

But the issue made by the amended answer and reply to it having been submitted to the court for trial upon an agreed statement of facts, appellant was adjudged not entitled to hold and occupy the lot in dispute as a homestead ; but the final judgment was for recovery of it -by the plaintiff and a writ of possession awarded.

The deed of date May 14,1889, clearly did not operate to secure the lot to the separate use of Ada Gregory, with power to dispose of it by will, in meaning of section 4, chapter 113, General Statutes, nor do we understand counsel to so contend; but there was acquired thereby merely a general estate therein. Consequently, she had at date of the will under which he claims no power to devise it to her husband, and her attempt to do so was wholly ineffectual. Nor do we think the judgment of the Louisville Chancery Court, subsequently rendered, had effect to vitalize or at all related to it. It was intended and operated only to empower her to thereafter dispose oí her estate by will.

It does not appear that she, after that judgment, either 'executed another will or, in the manner required by law, re-acknowledged the original paper as her last will. It is, however, as already mentioned, alleged in the answer that ■she did after that judgment was rendered deliberately recognize and declare the paper in question to be her last will and left it as such. And it is argued that her :aets, thus described, were sufficient to make it a valid and •complete last will.

Section 5, chapter on "Wills (General Statutes, chapter 113), expressly provides no will not wholly written by the testator shall be valid unless his subscription to it .shall be made or the will acknowledged by him in the presence of at least two credible witnesses, who shall subscribe the will with their names in the presence of the testator. The paper in question, executed or attempted to be executed by Ada Gregory while a married woman and before she was empowered by the judgment mentioned to so dispose of her estate, was a nullity, and therefore not having been wholly written by her could not be rendered valid for any purpose without a re-acknowledgment by her in the presence of two credible witnesses subscribing their names in her presence.

In the case of Porter v. Ford, 82 Ky., 19, the will was wholly written by the testatrix, and having, after death ■of her husband, been recognized and adopted by her as her last will, not merely by declarations to that effect but by changes made in it from time to time, and by directions •as to the place it was carefully preserved and could be found after her death, was held to be valid and effectual as her last will. But the decision was placed on the ground that being a holograph will the statute did not require it to be acknowledged by her in the presence of' attesting witnesses, and a distinction was then made between it and the will of a married woman not wholly written by herself; which latter, it was held, could not. be rendered valid without re-acknowledgment and re-attestation of witnesses.'

Therefore assuming, as we think may be done, that a-judgment to that effect as fully empowers a married, woman to dispose of her estate by will, as she would be-after death of her husband, when she had become, in fact,, a single woman, still, in order to render effectual for disposing of her general estate, a paper executed for her will before removal of the disability in either mode mentioned,, it must appear, if not wholly written by her, to have been,, at the time she was empowered to make it, acknowledged, and attested as in express terms prescribed by the statute. And as such requirement was not complied with, the paper under consideration can not be regarded as a valid will for any purpose. Nor does it seem to us the order of the county court probating and admitting to record operated, as argued, to make it a valid will. For as Ada Gregory was not at the date it was executed empowered by law to* dispose of her genéral estate by will, no legal effect can be given to her attempt to do so, but the instrument must, be treated as a nullity, notwithstanding the order of the county court, showing it \yas at its date executed and acknowledged in presence of attesting witnesses. But we think that according to the agreed statement of facts appellant was entitled to the land as a homestead.

At death of his wife they were so occupying it, and though he after that event removed from it he still held possession by a tenant and intended to return to it unless. successful in selling it, which, he was attempting to do, believing he owned it under his wife. In fact he did, about the middle of February, 1891, return to and re-occupy it, and was in possession when the judgment appealed from was rendered. His attempt and offer to sell the lot can not be regarded as at all inconsistent with his homestead right, because the owner of a homestead may sell it and re-invest the proceeds in another homestead without let or hindrance of his creditors.

For the error indicated the judgment is reversed for proceedings consistent with this opinion.