Harris' Admr. v. Adams

Opinion op the court by

CHIEF JUSTICE BURNAM

Reversing.

P. S. Greenfield died a resident of Todd county, Ky., on the 31st day of October, 1885, intestate, leaving a widow and two children, a homestead of less value than $1,000, and a small amount of personal property, all of which under the statute was exempt from execution. It consisted of two mules, a cow, and a few articles of household furniture. On ■the 22nd of October, 1890, the widow, M. E. Greenfield, married R. L. Harris, and from that time until her death, on the 28th of December, 1891, they occupied the homestead which had belonged to P. S. Greenfield. At the date of her marriage, Mrs. Greenfield had possession of the same personal property which had been set apart to her upon the death of her first husband. One of the infant children had in the meantime died, and the other lived with her mother, Mrs. Harris, until her death. At his death, P. S. Greenfield owed a little money; and the widow, previous to her mar*410riage to Harris, had also .contracted a few debts, and her husband was also chargeable subsequent to her death with her burial expenses and doctors’ bills. After the death of ¡Mrs. Harris, her brother, T. H. Stokes was appointed her administrator, and, by agreement with R. L. Harris, took possession of and sold the personal property on hand, which had been set apart to his decedent as widow of P. S. Greenfield, realizing therefor, in the aggregate, $301.85, $201.65 of which was applied by him to the discharge of the debts due by P. S. Greenfield and Mrs. Harris, above spoken of, the largest items of which were for doctors’ bills for services rendered to P. S. Greenfield and Mrs. Harris and for the burial expenses of Mrs. Harris. After her death her brother was also appointed statutory guardian for her infant' daughter, Bessie Greenfield, and rented her land for one year for $40. He was subsequently removed, and the appellee George W. Rudd appointed guardian in his stead. Bessie shortly before the institution of this suit married G. M. Adams, both of whom were then and are now infants. On the 13th of March, 1902, Rudd, as guardian for Bessie Adams, instituted this suit against the appellant, Thomas H. Stokes, as administrator of Mrs. Harris, to surcharge the settlement made by him, and alleged that the personal property which came into his hands as administrator was the same property which had been set apart, under subsection 5 of section 1401 of the Kentucky Statutes, to the widow and children of P. S. Greenfield, and that at the death of her mother, in 1891, the title to this property vested in her, under the statute, and was not liable to the debts of either her father or mother, and that her stepfather, R. L. Harris, had no interest therein; that ,the defendant had wrongfully and illegally taken possession of and soldi it — and sought a judgment for the entire proceeds thereof. The defendants answered that at the death *411of P. S. Greenfield the property in question was set apart to his widow, and that the plaintiff had no interest therein; that by her marriage to R. L. Harris, in 1891, it vested in him, as her husband, and he had taken possession thereof by virtue of this right, and had subsequently turned it over to the defendant, with direction to sell it, pay the indebtedness' of P. S. Greenfield and Mrs. Harris, and turn the surplus over to the plaintiff.

The question presented for decision by the appeal is, to whom, where the father and husband dies intestate, leaving a widow and infant children, does the personal property directed by the statute to be set apart to the “widow or infant child or children” belong.

In construing section 11 of chapter 30 of Stanton’s Revised Statutes, which reads as follows: “If an intestate leaves a widow, the following property shall be set apart by the appraisers of his estate, and vest in such widow for the use and benefit of herself and the infant children of the intestate, if any, residing in the family, one work beast; , , , but if there are no such, infant children residing with the widow, and there are adult or infant children not residing with her, the provision contained in this section for the widow, or the value of such portion thereof as she receives, shall be charged to her in the distribution” — the superior court, in Burgett v. Clarke, 4 Ky. Law Rep., 518, decided that the property passed jointly to the widow and the infant children residing with her, to be held in trust by the widow while she lived, with power of disposition, use, and control for the purposes named in the statute, but at her death such of the property as had not been consumed or disposed of, and such as was the product, by increase or exchange, of the exempt property, vests in the surviving child in preference to the surviving husband. The decision in this case was *412followed in Price v. Nichols, 12 Ky. Law Rep., 421, by the superior court.

The statute was subsequently changed by the General' Assembly, and the rights of the parties must be determined by the provisions of the new statute (Gen. St. c. 31, art., 36, (section 11, subd. 5), which reads as follows: ■ “The following list of articles are exempt from distribution and sale, and shall be set apart,to the widow or infant children or child, by the appraisers- of the' estate, to wit: ... If there is an infant child or children and no mother surviving, they shall set apart for the separate use of such infant child or children the articles aforesaid.” In Alexander’s Guardian v. Alexander’s Adm’r, 86 Ky., 688, 9 R., 839, 7 S. W., 156; it was decided that the property set apart by this statute belonged exclusively to thei widow. And in Mallory’s Adm’rs v. Mallory’s Adm’r, 92 Ky., 316, 13 R., 579, 17 S. W., 737, A. W. Mallory, the appellee’s intestate, was a widower with children, and C. L Mallory, the appellant’s intestate, was a widow with one child- — a son. Both of these persons owned property, and married each other. The husband died, and m a few day thereafter, and before the pergonal property that the statute gives to the widow, and which is to be set apart to her, was set apart, the wife died. Suit was then instituted by appellant to recover of the appellee the value of this personal property on hand at the death of A. W. Mallory, but disposed of by appellee. The claim was resisted, and in the decision of the case the court said: “It is a mistake to say that the property that chapter 31, article 36, section 11, of the General Statutes, directs to be set apart to the widow, only vests in the widow upon the setting the same apart to her. By said statute the right to a certain kind of property, if on hand — if not on hand, its value, etc. — -vests eo instante by operation of law in the *413widow upon the death of her husband. The setting apart of said property is merely for tihe purpose of designating the individual pieces of property and valuing them, and supplying their places with other property, etc., when required. Said property vests in the widow, and must be set! apart to her, whether or not she has any infant children; the only difference being that, if there are no children residing in the family, there shall be nothing .set apart for her support.”

In Commonwealth, by, etc. v. Bracken, etc., (17 R., 785) 32 S. W., 609, it was expressly decided that the widow took the exempt property, or money set .apart ih lieu thereof, against both the creditor .and heirs alt law, and one-third of the rest off the estate, after deduction of debts and the exempt property. In Nall, etc., v. Wuertley, etc., (17 R., 115) 30 S. W., 208, it was decided that the widow! could devise a note for the price of a horse sold by her, which had been set apart to her out of her husband’s estate. The decisions cited above, coupled with the change in the phraseology of the statute by the General Assembly, leave no doubt in our minds that the setting apart is to the widow alone, and she is vested with the complete title to the property. In the event there is no widow, then the property goes, under the statute, to the surviving, infant children; and it was decided in Wilson v. Parson’s Adm’r (20 R., 1931) 50 S. W., 684, that, the proceeds of this property having been set apart for the support of two infant children, on the death of one of them its share went to the surviving child, and not to the administrator of the deceased infant. .But in this case there was no widow.

The widow, being named first, became the sole owner of the property; and after her marriage to her second husband,' ftl L. Harris, under the rule of the common-law, the title passed with the possession, to him. See Hall v. New Farmers’ *414Bank’s Trustee (98 Ky., 144, 17 R., 702) 32 S. W., 400; Brewer v. Hubbs (19 R., 1992) 44 S. W., 1129; McKay v. Mayes, etc. (16 R., 862) 29 S. W., 327; Carpenter v. Hazelrigg, 103 Ky., 538, 20 R., 231, 45 S. W., 666. The property having been turned over by him to the appellant, Stokes, under an agreement that it was to be sold, and the proceeds applied to the payment of certain debts, and the over-plus secured to Bessie Adams, appellees were entitled to have the provisions of this trust enforced, and, after the payment of the debts enumerated, to have the surplus paid to her.

For reasonsi indicated herein, the judgment is» reversed, and cause remanded for proceedings consistent herewith.

Petition for re-hearing by appellee overruled.