Wallace v. Smith

113 Ky. 263 | Ky. Ct. App. | 1902

Opinion of the court by

CHIEF JUSTICE G-UFFY

Reversing.

This appeal is prosecuted from a judgment of the circuit court of Trigg county in the suit of Thomas D. Smith against Alexander Wallace, etc. The case was really an agreed one, the object being to obtain a construction of the second and third clauses of the will of Hezeki'ali Smith. The appellee having conditionally sold the land in question to the appellants, the agreed case was submitted to the circuit judge, who rendered a judgment in effect holding that the •appellee could pass perfect title to the land in question, subject only to the rights of the widow, and that the appellants should be -required to accept the deed tendered. So much of the will as is involved in this controversy reads as follows: “I give to my son, Thomas D. Smith, at the death of my wife, the above eighty acres of land; but, if my wife shall be living when my son, Thomas I). Smith, becomes twenty-one years old, he is to have fifty acres of the above eighty acres. At the death of my wife, my son, Thomas D. Smith, shall have the remaining thirty acres of said eighty acres of land; but he shall not pledge, mortgage, or sell the eighty acres of land hereby given to him, nor any part thereof, until he is thirty-five years old.” It, is conceded that the appellee is now only about 25 years old. It also appears that he has removed to the State of Missouri, and that he can now sell the land in question for a good price, provided he is able to’ make a perfect title.

It is the contention of appellee that the condition or restriction mentioned in the will is really not a restriction, but merely a request upon the part of the testator, and the court below seems to have entertained the same view. We can not concur in this contention. The limitation appears to us to be absolute, and in no sense a request or suggestion, but an absolute condition upon which the devise was made. We are aware that many courts have held that, if the fee to real estate passed under a deed or will, additional restrictions or conditions repugnant thereto should be held null and void. This court seems to recognize, in a decision in 7 S. W., 513 (Farris v. Rogers’ Guardian), that limitations added to a deed or will which had vested the vendee with the fee had been upheld. In Stewart v. Brady, 3 Bush, 623, this court had under consideration the precise question, ■in substance, involved in the case at bar. We copy as follows from the will in question in the case supra: “I devise to my daughter, Adeline B. Tunstell, 12 acres of land, whereon I reside, to hold to herself, said Adeline, and her heirs, in fee simple, subject to the following conditions and restrictions: The 12-acre tract shall in no way be disposed of or deed given or sale made by her until she arrives at the age of. 35 years.” Held, that “the limitation on the use was not inconsistent with the fee, and was therefore valid.” “Although the limitation is only against her voluntary act of alienation, yet, 'as a decretal sale could not be legally made without her consent, her right to the interdiction constructively applies to any such sale, unless for the payment of debts for which she may be legally bound.” In discussing the question, the court said: “Reading the devise as if it were all in one continuous clause, it is apparent that by the wmrds ‘in fee simple’ the testatrix intended to pass to Adeline the absolute title, with the conservative restriction on her own alienation before she should attain 35 years of age.” Other questions were involved and discussed in the case .supra which we need not notice. Substantially the same question was under consideration in Stewart v. Barrow, 7 Bush, 369. In this case it was again held that Mrs. Stewart could neither sell nor mortgage the property in question. In other words, it wag held-that the limitation of her power to sell until she was 35 years of age was valid, and that she could not pass any title or create any incumbrance thereon until she arrived at the specified age. In Gray, Restr. Alien. Prop., sec. 52, p. 29, it is said: “The actual state of law in the United States is as follows: It has often been said that a condition against alienation confined to a limited period is good, but such remarks have been obiter dicta, without any reasoning or citation of authorities,” — referring to Cowell v. Springs Co., 100 U. S., 55, 57, 25 L. Ed., 547; Jackson v. Schutz, 18 Johns., 174, 184, 9 Am. Dec., 195; Bank v. Davis, 21 Pick., 42, 32 Am. Dec., 241; Simonds v. Simonds, 3 Metc. (Mass.), 558, 562; Andrews v. Spurlin, 35 Ind., 262, 268; Jauretche v. Proctor, 48 Pa., 466, 472; Sanford v. Lackland, 2 Dill., 6, 10, Fed. Cas. No. 12,312. “So, if confined to a reasonable, ' limited period.” Cray v. Blanchard, 8 Pick., 284, 289. See 9 Am. Law Reg. (N. S.), 461, 463. The case most generally ■cited in favor of the validity of a limited restraint is McWilliams v. Nisly 2 Serg. & R., 507, 513, 7 Am. Dec., 654, in which is to be found a dictum of Tilghman, C. J., that a limited restraint is good, supported by a reference to Large’s case, 2 Leon., 82, 3 Leon., 182. The chief justice says: “For what length of time this general restriction may endure, it is not necessary to decide, nor shall I attempt to trace the boundary. Suffice it to say, and I think it may-be said with great safety, that it may last during the life of any person in existence at the time of making the deed.” In section 53 it is said: “The cases in which such conditions have been sustained are (1) Stewart v. Brady, 3 Bush, 623. See Stewart v. Barrow, 7 Bush, 368. Here, in an opinion without any citation of cases, a condition attached to a devise in fee, that the devisee should not sell until he was thirty-five years of age, was held good.” Several authorities are also cited in support of the validity of such restriction. The learned author further says: “The weight of authority, and especially of reasoned authority, is against the validity of restraints upon alienation, however limited in time,” and makes some quotations from tlie courts of last resort of other States in support of the text. It will, however, be seen that this court has expressly decided that such limitations as made in the case at bar are valid, and that the vendee or legatee can not pass title to a purchaser until the expiration of the limit. We therefore adhere to the decisions of this court in the cases herein mentioned. It may also be said that it is a universal rule of law that a party can not hold under and in opposition to a will.

After a careful consideration of this case,- we are constrained to hold that the circuit court 'erred in the judgment appealed from. The judgment is therefore reversed, and cause remanded for proceedings consistent herewith.