40 Ky. 266 | Ky. Ct. App. | 1841
delivered the Opinion of the Court.
Isaac Shelby, by his last will, admitted to record in the Lincoln County Court, in the year 1826, devised to his surviving wife, Susannah, his homestead tract of land, (‘■‘Traveller’s Rest,”) and sundry slaves and articles of
By this last will, which has been regularly proved and recorded, the testator, Alfred, gave, 1st, to his widow, during her widowhood and his son Isaac’s minority, his whole estate, excepting only his “mules on hand and (his) money in possession;” 2ndly, to his son Isaac, on his attaining 21 years of age, “ Traveller’s Rest, with all the lands appertaining to it,” “six of the choice of (his) negroes, and one equal half of all the others under fifty years of ago, also those over fifty years of age,” and also “ $1000 to purchase slock for his farm;” 3dly, to his daughter Susan, $10,000, and one half of his slaves after deducting the six to be first chosen by Isaac and those also over 50 years of age, ‘ ‘upon her marrying with the approbation of her mother;” and 4thly, to his widow and children, “the residue of (his) money on hand” and of the proceeds of his . mules, to be distributed among them when his son Isaac should become 21 years old, until which time his executors were directed to loan that aggregate fund at six per cent, annual interest. And James, Evan, and Isaac Shelby, brothers of the testator, were nominated his executors and declared to be “the legal, as they were the natural guardians of (his) family.”
Alfred Shelby’s widow and children continued, after his death, to reside at “ Traveller’s Rest” with his mother, who died in June, 1833, leaving a will, also duly recorded, whereby, with the exception of some small specific legacies, she gave to them her whole estate, to be distributed at such time and in such proportions as' her executors
The Circuit Judge has rendered three successive decrees in the case — the first was reversed by a summary opinion, reported in 6 Dana, 60; the second was also reversed by an unreported opinion; and the third and last is now to be revised upon a writ of error, prosocuted by the executors and others, and cross errors assigned by Mrs. V. Shelby.
By the last decree, now sought to be reversed, the Circuit Judge approved an able and elaborate report by auditors appointed to make partition of the land and slaves, and decreed against the executors, in favor of Mrs. Shelby, $6,625 37 in her own right, and $9,378 94 as the statutory guardian of her son Alfred.
The general principles indicated in 6th Dana, supra, and now to be more explicitly defined as those which should determine the immediate and ultimate rights of the parties are the following:
1st. Alfred Shelbifs will should be understood as intending to give to his widow, during her widowhood and the minority of her son Isaac, and no longer, the testator’s whole estate, excepting the mules and money “on hand” at his death; and consequently she is legatee, during her widowhood and Isaac’s minority, of all the testator’s dioses in action and perishable personalty, the said mules only excepted.
2ndly. According to the statutory provision of 1797, (Stat. Law, 1540,) in favor of pretermitted and posthumous children, and the interpretation of that enactment, established in the cases of Armistead vs Dangerfield, 3 Munford’s Va. Rep. 22, and of Haskins et al. vs Spiller, 1 Dana, 170, the testator’s two children, Alfred and Su
As Alfred and Sarah could be entitled, under the statute, to only so much as would have been devolved on them by law in the event of their father’s intestacy, and as, in that event, their mother would have been entitled, during her life, to one-third of the land and of the slaves, and absolutely to one-third of the personalty, consequently two-thirds of each class of property constitute the fund from which the legal portions of those pretermitted children are to be drawn, during Mrs. Shelby’s life; but after her death, the third of the land and of the slaves, to be abstracted as her dowable portion had there been no testamentary disposition, will be subject to partition, Alfred and Sarah being entitled therein to vested interests in remainder, just as they would have been entitled had there been no will. Mrs. Shelby’s interest, however, will not be enlarged but diminished by this operation; for the will is to be disregarded only so far as the pretermitted children are concerned: in that respect it is to be considered as not existing; but after their portions shall have been
3dly. According to the established construction of our statutes regulating distribution and descent, Mrs. Shelby has no interest in her deceased daughter Sarah’s portion of the land, as descending to her from her father, but she is entitled, as a coequal distributee with her three surviving children, to one fourth of Sarah’s legal portion in the slaves and personalty. Isaac, Susan, and Alfred are entitled to the whole of Sarah’s fourth of two-thirds of the land noto, and to her fourth of the remaining third at their mother’s death; and Mrs. Shelby, Isaac, Susan and Alfred, are entitled now, each, to one-fourth of Sarah’s fourth of two-thirds of the slaves, Sarah’s fourth of tho remaining third being distributable in the like four parts after the death of Mrs. Shelby, who now has a vested right in remainder to one-fourth and Sarah’s interest as well as that of Alfred, in the personal estate being only one-fourth of two-thirds, that portion is to be distributed among her surviving mother, sister, and brothers, in four equal shares.
It may be proper to add to the foregoing outline of the law of the case, the following supplemental suggestions:
1st. Although Mrs. Shelby’s interest, under the will, in the entire estate, the money “on hand,” and mules excepted, will be terminated by either her marriage or Isaac’s majority, yet her interest, as one of Sarah’s distributees, is absolute and perpetual; and that, although neither Isaac nor Susan is entitled now to the enjoyment
2nd. As the will makes no bequest over of the choses hi action bequeathed to Mrs. Shelby during her widowhood and her son Isaac’s minority, and as the provision made for her should not, in our opinion, be deemed a-constructive bar to her distributable interest in that fund so far as it is unbequeathed, she will, in our judgment, be entitled to one-third thereof, absolutely, on her marriage, if she should marry before Isaac attains twenty-one years of age, or at the latter period, if she survive it in widowhood.
Only one other preliminary matter is deemed essential to a proper application of the law to the facts, for facilitating correct deductions therefrom, as to the rights of all concerned in this amicable but necessary family litigation. In their answer, the executors, in their right as executors' also of Mrs. Susan Shelby deceased, assert a claim against the estate of their testator Alfred for about $¡14,000, for the profits of the land and slaves devised by his father to his mother, during her life, but enjoyed by himself, with her consent. The Circuit Court disregarded this claim: and as the facts conduce strongly to the conclusion that the use of the farm and slaves was voluntarily surrendered to Alfred by his mother, for his own benefit, reserving to herself only a maintenance and certain privileges, all of which she enjoyed, we are inclined to concur in the disallowance of this claim. But, as there is nothing in the record tending to the deduction that this agreement between Alfred and his mother extended beyond his own life, we are of the opinion that her executors are entitled to the profits of the land and slaves for the year (1833) succeeding his death, she having survived until June of that year; and that Mrs. V. Shelby and her children are entitled thereto, as the legatees of the mother, and not, therefore, exactly in the proportions in which the distribution should he made had this fund been .a part of the testator Alfred’s estate.
Upon the preparatory suggestions thus premised, we will proceed, as briefly as possible, to revise the case and adjust the rights of the several parties in the older of classification exhibited in the report of the auditors — 1st, as to tho land; 2dly, the slaves; and 3dly, the personalty.
I. Alfred and Sarah being entitled, as heirs, each to one-fourth of two-thirds, during their mother’s life, and to one-fourth of the entire land at her death, and she being devisee of a particular estate and Isaac of the remainder, in the whole tract, therefore, Alfred is now entitled, as heir of his father, to only, one-fourth of two-thirds of the land, and, as one of Sarah’s three heirs, to one-third of her fourth of two-thirds; and at his mother’s death, he will be entitled also, as heir of his father and of Sarah, to four-twelfths of the remaining third, deducted, during the -widow’s life, as the portion to which she would have been entitled for her dower had her husband died intestate. In making the partition now, therefore, only one-fourth and one-third of a fourth, (four-twelfths) of two-thirds of the land should be allotted to Alfred, and only one-third of a fourth of two-thirds, (one-eighteenth) lo Susan as an heir of Sarah, and the same proportion to Isaac in tho same right But the report, approved by the decree, allots to Alfred, as an heir of his father, one-fourth of the entire tract of land called “Traveller’s Rest,” and, as an heir of Sarah, one-third of a like fourth designated as her inheritable portion, whereby he would obtain the immediate enjoyment of more, by one-third, than he is now entitled to receive. This is, therefore, erroneous, to the extent of one-third, now deductable as if there had been no will.
The same report, as approved by the decree, allots to Susan one-fourth of the entire tract, and one-third of the like fourth, as one of Sarah’s heirs. This also is erroneous to the whole extent of the fourth part allotted to Susan, as .an heir of her father; because, being a devisee, she can be entitled, as heir of her father, to no interest in property devised exclusively to her mother and brother Isaac, as long at least as either of those devisees shall have a right of present enjoyment thereof under the will. Whether Isaac’s interest, as a devisee of the land, should
In making partition of the land, therefore, all that it is proper now to do is to allot to Alfred his one fourth of two-thirds, and one-third of a fourth of two-thirds of ‘‘ Traveller's Rest;” to Susan, her one-third of a fourth of two-thirds, and to Isaac his one-third of a fourth of two-thirds, leaving the residue to the enjoyment of Mrs. Shelby, according to her husband’s will, afterwards to devolve according to law and the will.
It may not be irrelevant to superadd another important suggestion. In suggesting, in the former opinion in Dana, supra, that the entire interests of the surviving “children, as distrihilees, should be decreed to them respectively and distributively,” we did not, of course, intend to be understood as referring to legatees or devisees, but intended, as the language of the opinion literally and technically imports, that the interest of Alfred, which is immediate and results to him as distributee and heir, by the law, and not as a legatee or devisee under the will, and the interest of Isaac, and Susan, and their mo. ther, as heirs and distributees of Sarah, and which are also immediate and are devolved on them by law independently of the will, should be now actually distributed by decree. The ultimate interests of the parties under the will and as heirs of Sarah, as to so much of her portion in the one-third of the land and slaves as must be deducted during Mrs. Shelby’s life, could not now be appropriately and finally distributed; they will be so far adjusted and defined by the principles of this opinion and by the distribution which should be immediately decreed, as to prevent any future contest or difficulty as to ulterior questions between the parties who may be hereafter con
II. Mrs. Shelby being, as already suggested, one of the distributees of Sarah’s legal portion of the slaves, Isaac, Alfred, and Susan are entitled each to only one fourth of that portion, instead of one third thereof as in the case of the land. With this exception, the distribution now to be made of the slaves should, like the partition herein prescribed as to the land, be confined to an allotment to Alfred of his fourth of two-thirds of all the slaves and his fourth of Sarah’s fourth of two-thirds thereof, and to Mrs. Shelby, and Isaac, and Susan, each one-fourth of Sarah’s said fourth absolutely, leaving the residue of the slaves to be enjoyed by Mrp. Shelby as devisee, and then to devolve and be distributed, like the land, according to law and the will; Sarah’s fourth of a third, abstracted during her mother’s life, being finally distributable into four equal shares, now vested in remainder in Mrs. Shelby, Isaac, Susan, and Alfred, to be enjoyed after Mrs. Shelby’s death:
The testator did not, as we infer, contemplate a partition of the slaves between Isaac and Susan, as devisees, until either he shall have attained twenty-one years of age or she shall have married — when, and not sooner, he may make choice of a certain number or portion, and may be entitled to all those then over fifty years of age and one half of the residue. But as the legal contributions to the portions of Alfred and Sarah must draw proportionally from every interest devised or bequeathed, Isaac’s legacy of the choice of six slaves will be reduced from six to three, the distributable interests of Alfred and Sarah, abstracting from that legacy one half, that is, the half of two-thirds of six immediately and the half of the other third at their mother’s death, which half (2) of two thirds (4) and half (1) of the two-thirds (2) make three, which, deducted from six, leaves to Isaac, of his legacy of six, three only. And the slaves remaining, after allotting to Alfred his present portion and distributing that
The partition reported by the auditors and approved by the Circuit Judge is essentially variant from that just suggested as proper at this time; and consequently, in this branch of the case also there is radical error in the decree as rendered.
III. As the widow of Isaac Shelbij deceased was, at her death, probably entitled to some portion of the personalty which afterwards came to the hands of the executors and of Mrs. V. Shelbij, and which, being distributable under the will of that testatrix and not as the estate of the testator Alfred, should be abstracted from the consideration of this case; it was, therefore, as hitherto intimated by this Court, premature to render the decree as to the personal estate, until the precise extent of the said Alfred's interest therein had been ascertained and separated from that of his mother.
But, on the hypothesis that the whole personal estate either belonged to the testator Alfred or may be distributed in this suit, as assumed by the Circuit Judge, the decree is, in many particulars, erroneous in this branch of the ease also.
• Neither Isaac nor Susan being entitled to a decree for their legacies now, the decree, in this case, should only allot to Alfred his distributable portion, that is, a fourth of two-thirds, as a distributee of his father, and a fourth of a fourth of two-thirds as one of Sarah’s four distributees, and to Mrs. Shelby, and Isaac, and Susan, as co-distributees of Sarah, each one-fourth of a fourth-of two-thirds, and also to Mrs. Shelby lies immediate interest as a legatee during widowhood and Isaac’s minority.
And, as a portion of the perishable estate has been retained by Mrs. Shelby, under the will, and she is Alfred's statutory guardian, there should be no decree in his favor for his distributable interest in the personalty so retained by his mother, who will be accountable to him therefor when there shall be a final settlement of her accounts as his guardian.
But the executors, as the testamentary trustees of Isaac and Susan, will be entitled to a credit in this case against
From the amount of the proceeds of the mules ($21,-249 59 cents,) the executors of the testator Alfred are entitled to deduct about $2650 the estimated cost of feeding and grazing at Traveller’s Rest after the said Alfred’s death until the sale of those mules. Mrs. V. Shelby being entitled to a portion of the sum thus to be deducted and the executors of Mrs. Susannah Shelby deceased being entitled to the residue of it, subject to distribution under the will of their testator.
As a legatee, Mrs. V. Shelby is entitled, during her widowhood and her son Isaac’s minority, to the residue of the choses in action, ($7,423 41,) after deducting one half of two-thirds thereof for the distributable portions therein of Alfred and So,rah; and she and Isaac, and Susan, and Alfred, are now entitled, absolutely, each to one-fourth of Sarah’s interest; of the money on hand at her husband’s death and the nett proceeds of the mules, she is entitled to a decree now for only so much as devolves on her as one of Sarah’s distributees — her interest as one of the legatees of that fund not being receivable during Isaac’s minority.
The crop of 1832 had been bequeathed to Mrs. -V. Shelby by her husband, who had a right thus to dispose of it. Of that crop, thus belonging to her, the auditors reported that a portion, valued at $510 53 cents, had been fed to the mules which were afterwards sold by the executors ; and that sum is a part of that of about $2650 for which the executors are entitled to a credit in this case, on the amount for which they sold the mules. In so much of the consumable crop as had been thus probably consumed before the birth of Sarah she was never entitled to any distributable interest. But Alfred vías, of course, entitled to one-third of two-thirds thereof, that being his interest as a distributee at the time of his father’s death. Then, deducting two-ninths of $500 53 for Alfred, his mother will be entitled, as against her husband’s executors, to the residue of that sum.
It appears also, from the report by the auditors, that of the aggregate credit to be allowed to the executors for
It appears that the executors sold for $351 some of the horses bequeathed to Mrs. V. Shelby and paid to her $249 thereof, leaving unpaid $101; she is entitled, as against them, to so much of this unpaid residue as will remain after deducting for Alfred his fourth of two-thirds thereof, as a distributee of his father, and a fourth of a fourth of two-thirds, as one of Sarah’s distributees, and one-half of two-thirds and a half of a fourth of two-thirds for Isaac and Susan in the like characters. And Alfred will be entitled, as against his mother in her character of guardian, to 5-24ths of the $249 received by her on account of those horses; and Isaac and Sarah being each entitled to the same proportion thereof, the executors, as their trustees, will be entitled to a credit against Mrs. Shelby for these two portions of the $249, and will be hereafter chargable therewith in their settlement of the trust fund of these two children, as they will be with whatever else they shall have received or retained for them.
The residue of the credit of $2650, on account of the mules, that is $1350, being charged against the executors of Alfred Shelby deceased for grazing for the year 1833, when their testatrix, Mrs. Susannah Shelby deceased was entitled to the land and its proceeds, that sum should, as yet, be retained by them as her executors, and should not be distributed by the decree to be rendered in this case; because Mrs. V. Shelby and her children are entitled thereto as legatees of Mrs. Susannah Shelby, at such time and in such proportions as her executors shall deem expedient; and moreover, the pleadings would not
Mrs. Shelby’s claim, before the auditors, for maintaining her children should not be allowed in this case, for two reasons: 1st, that matter was neither litigated nor even suggested in the pleadings: 2nd, our interpretation of Alfred Shelby’s will leads to the presumption that he contemplated no such charge against Isaac and Susan, during their mother’s widowhood, but expected that they would live together as one household on the profits of the estate devised to her: and as to Alfred, for maintaining whom his mother may be entitled to reasonable remuneration, there is no necessity to consider her claim at this time, because it may be more appropriately adjusted hereafter, when her accounts as his guardian shall be finally settled.
The principles for determining the extent of Alfred’s claim against the executors having been already suificintly defined, and the elements for calculating the aggregate amount for which his guardian is now entitled to a decree against them, as well as the data for ascertaining her liability to him for credits to be allowed to the executors on account of his interest in property retained by her, having been clearly indicated, we deem it unnecessary to recapitulate them in formal detail: as to him we will only add that, as against his father’s executors, he is entitled, as one of this fathers distributees, to a fourth of two-thirds, and as one of Sarah’s distributees, to a fourth of a fourth of the mule and money fund and the choses in action, and to the same proportion of the $101 remaining in their hands on account of horses sold, and of the $510 53 and $791 charged and allowed for feeding the mules: and as it appears that the testator Alfred intended that the expenses incident to the execution of his will should be charged on the mule and money fund of $22,589 75, a proper ratio of a reasonable compensation for the services already rendered by the executors should now be charged to that portion of that fund to which the pretermitted children were entitled and which therefore is to be now distributed; otherwise Alfred might
Alfred will also be entitled, as against his mother, to a portion of the reasonable rents and profits corresponding with his immediate intrest in the land as an heir of his father and as one of the heirs of his sister Sarah, and also, in the same twofold character, to hire of the slaves in the like corresponding proportion.
And the executors, as trustees of Isaac and Susan, will also be entitled in this ease to a credit as against Mrs. Shelby for the proper portions of those children in the profits of the land and slaves as two of the heirs of Sarah’s interest therein, and will be chargable therewith in the final adjustment of their accounts with the said Isaac and Susan.
But from Sarah’s portion, to be distributed among her heirs, it would be but reasonable to deduct a liberal allowance to her mother for nursing and maintaining her from her birth to her death.
From the foregoing principles and conclusions it will appear, unless we have erred in our arithmetic, that the decree in favor of Mrs. Shelby, in her own right, is for more than she is now entitled to receive from her husband’s executors, and that the decree against them in her favor, as guardian of her son Alfred, considerably exceeds the amount to which he is now entitled against them.
Upon the return of the case to the Circuit Court, after identifying the personal estate of Alfred Shelby, deceased, the auditors who have heretofore acted will be able to report to that Court, without any other hazard or difficulty than such as may be purely arithmetical, the amounts which should be distributed and decreed against the executors in this case, and to make and report the proper partition of the land and slaves as herein-before prescribed.
Before closing this opinion we consider it prudent to repeat comprehensively that, as the bequest of the choses in action and movable property on the farm to Mrs. Shelby, during her widowhood or Isaac's minority, is the only disposition made of them in the will, she will be entitled, in
We will add that, as the will requires the executors to loan the mule and money fund at legal interest, they should make the accruing interest as well as the original capital as productive, periodically, as vigilant men would their own accumulations.
As the decree last rendered by the Circuit Court is, in every branch of it, erroneous and prejudicial in some respects to each of the parties, there will be no decree for costs on the reversal of it.
Decree reversed and cause remanded.