67 Ind. App. 201 | Ind. Ct. App. | 1917
This is a suit for the partition of real estate on which Carey Hall died seized, and which he devised by his will. Appellant Lollage C. Hall' is the widow of John A. Hall, only son of the testator. Appellee Edith Hall Bauchert is the only daughter of the testator, and appellees Carey Hall Bauchert, Merrill, Raymond W. and Guy T. Bauchert are her children. While the action was pending John A. Hall died intestate, and appellant, claiming, to be his widow and sole heir at law, on her own application, was admitted as a party defendant in his stead. She thereupon filed an answer to the complaint, against appellees, in which she alleged that she was ■ the owner of one-half of the real estate in controversy as heir of her deceased husband, John A. Hall. The complaint was dismissed. The minor defendants filed an answer to the cross-complaint in general denial, by a guardian ad litem. The other defendants to the cross-complaint also answered by general denial. All defendants to the cross-complaint joined in a second paragraph of special answer, the substance of which is that appellee Edith Hall Bauchert owns a life estate in all the real estate and her said children a remainer in fee therein; that appellant has.no interest in the real estate. The third paragraph of special answer to the cross-complaint alleges that John A.
The errors assigned by appellant are that the court erred in each of the second, third and fourth conclusions of law, and in overruling appellant’s motion for a new trial. Appellees assigned cross-error based on the first conclusion of law.' The finding of facts states in substance that Carey Hall died testate on October 15, 1915, the owner of the real estate in controversy, describing it; that decedent left surviving him his son, John A. Hall, and his daughter, Edith Hall Bauchert, his children and sole and only surviving heirs at law; that on February 11, 1911, said Carey Hall made and published his last will and testament, which was duly probated in the Hamilton Circuit Court on October 18, 1915, and is as follows: .
“Item I. I will that all my just debts first be paid before any disposition is made of my property under the terms of this will. Item II. I will, devise and bequeath all of my property both real and personal of which I may die possessed, to my beloved children John A. Hall and Edith Hall Bauchert, share and share alike and subject to the conditions hereinafter set out in^his will.
Item III., I will that in the event my son John A. Hall shall die without issue living at the time of his death, the portion of my estate which he will inherit under this will shall descend to my daughter Edith Hall Bauchert, subject to the condi*204 tion hereinafter stated in item 4; however, in the event that my son John A. Hall shall die leaving issue living at the time of his death, that said portion of my estate inherited by him under this will shall descend to his issue in fee simple.
Item IV. I will that my daughter Edith Hall Bauchert shall have only a life estate in and to the real estate devised her under this will in item No. II, and which may afterward be acquired by her under item III from John A. Hall and that at her death said estate to descend to her children share and share alike the fee simple of sáid real estate to vest in her issue, which may be living at the time of my death or afterward born of her or of her children.
Item V. I hereby appoint John A. Hall to execute the terms of this my will and testament, without bond.”
That John A. Hall .died at Marion county, Indiana, on March 17, 1916, intestate, without issue born to him; that at the time of the death of the testator, Carey Hall, Edith Hall Bauchert had four children, viz., Raymond W., Guy T., Carey Hall and Merrill Bauchert, who are living and are her only children; that Marcus Bauchert is the husband of Edith Hall Bauchert. The finding then goes into great detail as to the marriage of John A. Hall to Virginia Tucker in 1877 and their subsequent relations. It shows that they lived together as husband and wife in Hamilton county, Indiana, until 1908, and that thereafter Virginia Hall obtained a decree for alimony and for separation from bed and board for a period of five years from May 2, 1910, from said John A. Hall. The court also finds that on August 8, 1910; John A. Hall
The trial court in this case found that it was the intention of Carey Hall that his son, John A. Hall, should have the use and benefit of one-half of all the property of which the testator died seized, and that after the death of said John A. “the fee simple absolute should pass to the issue (meaning children) of John A. Hall living at the time of his death and if no issue survived John A. Hall, then and in that event Edith Hall Bauchert should have a life estate in that part of the real estate formerly held by John A. Hall, and that the fee simple absolute should rest in the ^children of Edith Hall Bauchert, whether living at the time of the death of the testator or afterwards born. That the intention of Carey Hall was that one-half of all his property should go to Edith Hall Bauchert for life, with remainder in fee simple to the issue of her body, whether born before or after the death of the testator. That by the use of the words, 'Die without issue living at the time of his death,’ the intention of the testator was that the .words, should relate to the death of John,A. Hall, .either before or after the death of the testator.”
The court stated its conclusions of law as follows: “ (1) The cross-plaintiff Lollage C. Hall was the lawful wife of said John A. Hall at the timé of his death. (2) That under the will of said Carey Hall, the said John A. Hall took a life estate in and to the one-half part of the estate of said Carey Hall, including the land involved in this action and the words in said will, 'Shall die without issue living at the time of his death,’ meant the death of John A. Hall. (3) '
Appellant excepted to each of the second, third and fourth conclusions of law, and to the first conclusion of law appellees separately and severally excepted.
relating thereto are fully and correctly found. The failure to find a material ultimate fact is a finding against the party having the burden of proving such fact.
We have not set out all the findings of : the court relative to the divorce proceedings. But there is no finding that John A. Hall procured his divorce in the State of Michigan by fraud, nor that he went to that state without a tona fide intention of becoming a resident thereof, nor that he did not in fact become a resident of such state prior to the institution of his suit for divorce, nor that the record of such court fails to show the requisite jurisdictional facts, includ
We come now to a consideration of the questions which depend upon the meaning and effect of the will of Carey Hall, deceased. The trial court has stated in the finding of facts that “by the use of the words ‘Die without issue living at the time of his death’ the intention of the testator was that the words should relate to the death of John A. Hall either before or after the death of the testator,” and that it was the intention of the testator that John A. Hall should only have a life estate in one-half of the real estate of which the testator died seized, and that in the event of the death of John A. Hall without leaving children surviving him, the fee-simple title to such real estate should rest in the children of Edith Hall Bauchert, whether living at the time of the death of the testator or afterwards born, subject to a life estate therein in favor of their mother.
But by the motion for a new trial appellant has challenged the sufficiency of the evidence to sustain the decision of the court. The only evidence relating to this branch of the case is the will and an agreement of the parties which is as follows:
“It is agreed between the parties, for the purpose of the trial of this cause, that Carey Hall died on the 15th day of October, 1915, a resident of Hamilton County, Indiana, and the owner in fee simple of the real estate involved in this action; and that he left surviving him his son John A. Hall and his daughter Edith Hall Bauchert, and unmarried and -without father or mother living, and without having had any other children.*210 It is further agreed that the said John A. Hall died intestate on March 17,1916, without leaving any issue surviving him, and without' having had any children, and without father or mother living at the time of his death. It is further agreed that Edith Hall Bauehert is now living and is the cross-defendant in this cause; that she has the following children now living: Raymond W. Bauehert, Guy T. Bauehert, Carey Hall Bauchert and Merrill Bauehert, all under the age of twenty-one years; and that Marcus Bauehert is the husband of said Edith Hall Bauehert.”
It thus appears that there is no evidence to sustain the findings last above set out, unless it be the provisions of the will itself. Such statements in the findings are therefore in the nature of conclusions of law, rather than ultimate facts, and do not aid the findings or give any support to the conclusions of law not found in the will itself. Since the will is in writing and’the other essential facts are agreed upon and undisputed, this court has presented to it pure questions of law, the determination of which depend upon the intention of the testator as evidenced by the language of the will viewed in the light of the facts agreed upon by the parties.
Appellant contends that the language employed by the testator in making the devise to John A. Hall had a fixed legal meaning in this state when the will was excuted; that we must presume the language employed was used advisedly in the light of such meaning ; that by clause 2 of the will there was devised to John A. Hall the fee-simple title to one-half of the property, both real and personal, owned by the testator at the time of his death; that by the use of the
Appellees contend that the rules of construction-contended for by appellant do not apply to the will under consideration; that the intention of the testator is clearly expressed by the provisions of the will which show that in no event was John A. Hall to have the fee-simple title to the portion of the' real estate devised to him; that he was only given a life estate and upon his death, at any time, without children surviving him, the portion of the real estate so devised to him was to go to the children of his sister subject to her life estate therein.
So much has recently been written on the questions presented by this appeal that we deem it unwise to go into any extended discussiop. of the subject, and shall therefore in the main adopt the discussion of the same or closely analagous questions found in recent decisions of this court and our supreme court.
For the reasons above shown, the judgment is reversed, with instructions to the lower court to restate its conclusions of law, in accordance with this opinion to the effect that appellant was the lawful wife of John A. Hall, deceased, at the time of his death; that .upon the death of the testator his son, John A. Hall, under the provisions of the will of his father, Carey Hall, deceased, acquired the fee-simple title to the undivided one-half part of the real estate of which the testator died seized; that appellant as the surviving widow and only heir at law of John A. Hall, deceased, is the owner of the real estate of which John A. Hall died seized, and on her cross-complaint is entitled to recover the undivided one-half part of the real estate described therein, in fee simple, according to the value thereof, costs of suit, and to have judgment of partition as prayed for in her cross-complaint.
Note. — Reported in 117 N. E. 972. Wills: creation of fee-simple estate, 11 Am. St. 100, 40 Cyc 1574. See under (5, 6) 40 Cyc 1511.