[EDITORS' NOTE: THIS PAGE CONTAINS HEADNOTES. HEADNOTES ARE NOT AN OFFICIAL PRODUCT OF THE COURT, THEREFORE THEY ARE NOT DISPLAYED.] *Page 704 Reversing.
This suit was instituted by Mrs. Julia Chalk against the children of her late husband, Jule Chalk, one of whom is also sued as executor, for a settlement of his estate. She has particularly sought the adjudication of her rights as widow under the statute of descent and distribution, which is in accordance with her husband's will. Her appeal is directed at parts of the judgment adverse to her claims.
The court adjudged that the decedent was the equitable owner of certain real estate on Highland Avenue, in Ft. Thomas, title to which was in Fred Chalk, his son, and that the widow is entitled to dower therein. It was, however, adjudged that her dower right is subordinate to a mortgage lien of the Favorite Federal Savings Loan Association of Newport for $4,351.95, with interest from March 15, 1941, and an equitable lien of Fred Chalk for $7,623.29, with interest from various dates. The result was to deprive the widow of dower in that property. The appellant contends it was error to adjudge the decedent to have been only the equitable owner instead of the owner of the legal title, and asserts that the deed to appellee, Fred Chalk, operated only as a *Page 705 mortgage on the property which does not diminish her dower rights. A part of the property had been sold in 1928 for $2,500. The appellant contends that she is entitled to have the equivalent of dower in that parcel allotted to her in other real estate since her inchoate right was never surrendered or conveyed.
It is argued that the placing of title to the property in the son, Fred Chalk, was a fraud upon the appellant's marital rights. There is no evidence of any actual intention to defraud except the testimony of a man and wife, friends of the appellant, that the decedent made statements about the time the property was purchased in 1928 that he intended to limit the amount of his estate which should go to his wife to her dower interest in his business property, and for that reason he had put title in the recently acquired property in Ft. Thomas in his son's name. Their testimony is not persuasive. The transactions between father and son from the beginning to the end are natural and induce the conviction of good faith. The mother of his three sons and two daughters died in 1926, and Chalk married the appellant in September, 1927. At that time the youngest child was a daughter about 13 years old. Chalk had been in the livery stable business in Newport, and with the exit of horse travel had converted his property and business into a garage. He and his sons ran this. There is no contradiction that the youngest boy, Fred, worked hard and saved his money. The family lived in the home in Newport until it was sold in June, 1928, for $12,000. In August, 1928, Chalk bought the Ft. Thomas property for the same amount. He had apparently used $2,200 of the proceeds from the Newport property for other purposes for he needed that sum to complete the payment. Fred agreed to let his father have the money if he would put the title in his name as security. Chalk's lawyer testified that in discussing the purchase he had suggested that title be placed in Fred and thereby avoid the payment of taxes on the debt. A residence was built on part of the property. At his father's request Fred loaned him the further sum of $1,600 and effected a loan for $5,500 from the Favorite Federal Savings Loan Association with which to complete payment for the new building, which cost about $16,000. The family moved in it and, except the two daughters, who had married, were living there when Chalk died in October, 1939. The father always dealt with the property as his own. In October, *Page 706 1930, Fred paid $400 for street improvement assessment against the property, and in 1938 delinquent and current taxes thereon, amounting to $532. During all the while he was making the stipulated weekly payments to the Savings and Loan Association on the mortgage debt. These aggregate $4,490.29. He was also advancing money for the payment of taxes on the garage property and lending his father different small sums from time to time. When he suggested the looseness of their transactions and the absence of evidence of his father's indebtedness, he executed notes for the various sums according to the dates they were advanced or loaned. The money had been withdrawn from Fred's savings accounts as is shown by the records. There is nothing to indicate any fraud or bad faith on the part of anyone. And under the view we have of the case there was no constructive fraud upon appellant's marital rights.
We consider the question of whether the widow had dower in the Ft. Thomas property, title to which was held by the son, Fred Chalk, as above described, which question is scarcely disputed. The language of the statute, Ky. Rev. Stats.
"After the death of either the husband or wife, the survivor shall have an estate for his or her life in one-third of all the real estate of which the other spouse or any one for the use of the other spouse was seized of an estate in fee simple during the coverture, unless the survivor's right to such dower or interest has been barred, forfeited or relinquished."
Therefore, the widow has dower in real property of which anyone for her husband's use "was seized of an estate in fee simple during the coverture." The word "seized" in its technical sense had its origin in the days of feudalism, and the courts in these later days seem to have had difficulty in defining it under modern laws of property. See Vol. 38, Words and Phrases, Perm. Ed., "Seized," p. 521, and "Seisin," p. 514; 42 Am. Jur., Property, Section 45. Justice Story held in Cook v. Hammond, Fed. Cas. No. 3,159, 4 Mason 467, that the word "seisin" under acts of descent in this country was equivalent to ownership. For all practical purposes, therefore, the word "seized" means owned. 16 Am. Jur., Descent and Distribution, Section 64; 42 Am. Jur., Property, Section 45; 57 C. J. 97; Burdett v. Burdett, *Page 707
In a case in some respects like the present, we have held, in accordance with KRS
The innocence of knowledge by the purchaser that Jule Chalk was the real owner is not questioned. The plain principle of equity, recognized by the statute, KRS
There can be no distinction between the sale and conveyance of a part of the property and the mortgage of the rest of it to the Savings Loan Association. Hopkins v. Holmes, 10 Ky. Op. 374; Anderson v. Fitzpatrick, 49 S.W. 786, 20 Ky. Law Rep. 1617. So that in ascertaining the widow's right to dower the amount of the mortgage as well as the payments made on the debt by Fred Chalk must be disregarded.
The appellant argues that her dower right is prior and superior to the claims of the son, Fred Chalk, asserted to be secured by equitable liens on the property. As stated, the son advanced $2,200 as part of the purchase price. While the appellant maintains in her argument on other points that the decedent was the real owner of the property and that the deed to the son should *Page 709 be construed as a mortgage, she nevertheless argues on this point that since he had no vendor's lien he is not entitled to priority of the dower right. As stated in McClure v. Harris, supra:
"The wife's right of dower is subordinate to the vendor's lien for the purchase money, because the lien is coeval with the husband's right to the land, and he acquires his title subject to the lien. As the title and the lien originated at the same time, the husband never has any right either equitable or legal unencumbered by the lien, and the wife's right of dower is therefore subject to the same encumbrance."
In that case the purchaser had paid off the vendor's creditors, to whom he had executed the purchase money notes, at the instance of the vendor, so the lien represented by the unpaid purchase money had been extinguished.
The superiority of a vendor's lien over the right of dower is well settled. Nazareth Literary and Benevolent Institution v. Lowe, 1 B. Mon. 257,
Dower right, inchoate or consummated, is also subordinate to a lien for taxes, including street assessment. KRS
The court denied the prayer of the petition and overruled a motion made before the order of distribution was entered that a reasonable fee be allowed plaintiff's attorneys *Page 711 for services rendered in instituting and prosecuting the suit for settlement of the estate. The appellee would have the court regard the widow's claims as strictly those of a creditor and the suit as being one which seeks to collect his claim, in which class of cases it has been frequently held an attorney's fee for services rendered a plaintiff is not properly taxed as part of the cost. We do not think the case can be so classified. The plaintiff is a beneficiary of the estate, her share being determined by the statute of descent and distribution. Nearly nine months had expired since the executor qualified and he had apparently done little, if anything, but have the inventory and appraisement made, and that was being questioned. There were several pieces of real estate, all of which were encumbered. The mortgages and liens, including delinquent taxes, and unsecured debts, with other conditions, particularly the doubt as to the proper measurement of the widow's rights and consequent determination of the rights of other beneficiaries and creditors, reasonably required a suit to settle the estate, and to have the real estate sold under decree of court. As a beneficiary the widow was entitled to have this done. She had the unconditional right to bring the suit. Section 428, Civil Code of Practice.
The statute provides that if it shall be made to appear in an action for a settlement of an estate that a devisee, distributee, or party in interest shall have prosecuted a suit for the benefit of others interested with themselves, and shall have been put to an expense in conducting the same, the court shall allow such person his fees and costs, to be paid out of the funds recovered for distribution. KRS
We are of opinion the court should have allowed a reasonable fee to plaintiff's counsel. Oster's Ex'r v. Ohlman,
Judgment reversed.