Rhodes v. Kebke

9 Citing cases

  1. University of the South v. Klank

    984 S.W.2d 602 (Tenn. 1999)   Cited 17 times

    Implicit in Tennessee ademption cases is the notion that the two parts of this definition each respectively correspond to the two types of ademption recognized in Tennessee, ademption by satisfaction and ademption by extinction. See, e.g., Rhodes v. Kebke, 179 Tenn. 480, 167 S.W.2d 345 (1943) (ademption by satisfaction case). The present case involves the issue of ademption by extinction.

  2. Newman v. Proffitt

    440 S.W.2d 827 (Tenn. Ct. App. 1969)   Cited 1 times
    In Newman v. Profitt, 59 Tenn. App. 397, 440 S.W.2d 827 (1968), testator willed his farm to his two sons, George and James, subject to a life estate in their mother.

    However, in cases of ademption by extinction the rule prevails without regard to the intention of the testator or the hardship of the case, and is predicated upon the principle that the subject of the gift is annihilated or its condition so altered that nothing remains to which the terms of the bequest can apply." Phillip's Pritchard on Wills and Estates. Sec. 426, pp. 403-04; Rhodes v. Kebke, 179 Tenn. 480, 167 S.W.2d 345; Wiggins v. Cheatham, 143 Tenn. 406, 225 S.W. 1040, 1041, 13 A.L.R. 169. There is no presumption of implied revocation of a devise where, as in this case, the testator conveys the property to the devisee and reacquires possession and title to the same property, or part of it.

  3. YIVO Inst. for Jewish Research v. Zaleski

    386 Md. 654 (Md. 2005)   Cited 86 times
    Describing appeal from denial of petition for personal representative to make a distribution as an appeal from a "final judgment"

    The doctrine of ademption by satisfaction "refers to the situation in which the testator gives in his lifetime to a legatee what he had left him in his will." In re Estate of Hume, 984 S.W.2d at 604 (citing Rhodes v. Kebke, 179 Tenn. 480, 167 S.W.2d 345, 348 (1943)). It is a general rule that ademption by extinction is not a matter of intent and therefore evidence of a testator's purpose in effecting an extinction of a legacy is irrelevant.

  4. Cornelson et al. v. Vance et al

    66 S.E.2d 421 (S.C. 1951)   Cited 15 times
    Defining "residuary estate" as "[A]ll property owned by [the decedent] at the time of death, other than that passing under the Will ."

    8 Leigh 614, 617; 170 N.Y. 388, 58 L.R.A. 719; 57 Am. Jur. 1086. Messrs. Blackwell, Sullivan Wilson, of Laurens, and Willard D. Campbell, of Columbus, Ohio, for Respondents cite: As to the rules applicable to construction of wills andas to the bequests of personal property by instant will notbeing specific legacies: 57 Am. Jur.; 139 Wise 301 (N.Y.) 248; N.Y. Supp. 472; 145 Ga. 140; 210 S.C. 319; 210 S.C. 391; 173 S.C. 365; 193 S.C. 108; 67 S.C. 168; Speer's Equity 48; 167 S.W.2d 345; 247 N.Y.S. 386, 388, 139 Misc. 513; 170 N.E. 20, 21, 201 Ind. 593; 183 N.E. 717, 282 Mass. 25, 88 A.L.R. 551; 300 N.Y.S. 826, 165 Misc. 165; 171 N.W. 747, 749, 186 Iowa 649; 268 S.W. 32, 34, 167 Ark. 622; 146 A. 439, 440, 128 Me. 191; 184 A. 400, 14 N.J. Misc. 260; 105 P.2d 31, 32, 5 Wn.2d 254; 44 S.E.2d 659, 665; 92 Col. 1, 17 P.2d 311; Alexander on Wills, Vol. 2, 979, Sec. 653; 37 Fed. 750; 149 Fla.; 6 So.2d 274; 73 W. Va. 96, 102; (N.J.) 42 A. 1049; 57 Am. Jur., General Legacies, Sec. 1402. The following is the opinion of Judge Griffith in the Court below:

  5. In re Estate of Greenamyre

    219 S.W.3d 877 (Tenn. Ct. App. 2007)   Cited 58 times
    Awarding the full amount of attorneys' fees incurred at the trial court level

    Tennessee's ademption landscape is rich with rulings based upon the well recognized protocol of "distinguishing the facts" of each case. See Rhodes v. Kebke, 179 Tenn. 480, 167 S.W.2d 345, 349-50 (1943) (holding an ademption had not occurred based upon a finding that although the testator no longer had a legal interest in specifically bequeathed shares of stock at his death, he had an equitable interest therein which "ought to pass to the beneficiary under the terms of the will"); Wiggins v. Cheatham, 143 Tenn. 406, 225 S.W. 1040, 1042 (1920) (holding the bequest of a liquor business had not been adeemed, stating: "the fact that the testator was not actually engaged in business at the time of his death did not destroy the specific character of the property intended to be bequeathed in his will . . ." because it "was subject to identification.

  6. In re Estate of Miller

    158 S.W.3d 429 (Tenn. Ct. App. 2004)   Cited 2 times
    Recognizing that when a customer opens a deposit account, a contractual relationship forms between the customer and the bank evidenced by the signature card and/or other documents that show the terms under which the account will be managed

    In such a situation, the testator's intent is critical. Rhodes v. Kebke, 179 Tenn. 480, 167 S.W.2d 345, 348 (Tenn. 1943). Ademption by extinction occurs, however, when the disposition of property bequeathed in the will during the testator's lifetime interferes with the ability to carry out the terms of the will; it occurs without regard to the intent of the testator.

  7. Akins v. Clark

    59 S.W.3d 124 (Tenn. Ct. App. 2001)   Cited 5 times

    By comparison, the doctrine of ademption by satisfaction "refers to the situation in which the testator `gives in his lifetime to a legatee what he had left him in his will.'" Id. (citing Rhodes v. Kebke, 167 S.W.2d 345, 348 (Tenn. 1943)). The main difference between these two doctrines is that under the doctrine of ademption by satisfaction, the intent of the testator is "relevant to determine whether the testator's action regarding the legatee `amounts to a withdrawal of the gift from the operation of the will.'"

  8. IN RE ESTATE OF HUME, III v. KLANK

    Appeal No. 01A01-9609-PB-00432 (Tenn. Ct. App. Mar. 5, 1997)

    The University insists that the devise to Ms. Klank was adeemed by the foreclosure and sale. The most recent opinion of the Tennessee Supreme Court on ademption is Rhodes v. Kebke, 179 Tenn. 480, 167 S.W.2d 345 (1943). In that case, the will, executed on July 3, 1935, contained the following provision:

  9. Pepka v. Branch, Extrx

    155 Ind. App. 637 (Ind. Ct. App. 1973)   Cited 23 times
    In Pepka v. Branch, 155 Ind. App. 637, 294 N.E.2d 141 (1973), the leading case in Phillip E. Hassman, Annotation, Ademption of Legacy of Business or Interest Therein, 65 A.L.R.3d 5541 (1975), the Court of Appeals of Indiana held that a form-and-substance test is the applicable test for determining whether an ademption by extinction of a specific legacy has occurred.

    This mechanistic form-substance test ignores the intention of the parties and is the majority rule. See, generally: In re Moore's Estate (1955), 135 Cal.App.2d 122, 286 P.2d 939; Alexander v. House (1947), 133 Conn. 725, 54 A.2d 510; In re Keeler (1938), 225 Iowa 1349, 282 N.W. 362; Wyckoff v. Perrine (1883), 37 N.J. Eq. 118; Grogan v. Ashe (1911), 156 N.C. 286, 72 S.E. 372; Hoke v. Herman (1853), 21 Pa. 301; Rhodes v. Kebke (1943), 179 Tenn. 480, 167 S.W.2d 345; In re Barrows (1931), 103 Vt. 501, 156 A. 408; Hill v. Hill (1920), 127 Va. 341, 103 S.E. 605; Eddington v. Turner (1944 Del.), 38 A.2d 738; Eisenschenk v. Fowler (1955 Fla.), 82 So.2d 876 Thompson v. Long (1947), 202 Ga. 718, 44 S.E.2d 651; In re Wright's Will (1960), 7 N.Y.2d 365, 165 N.E.2d 561; In re Kamba's Estate (1938), 230 Wis. 246, 282 N.W. 570; Seifert v. Kepner (1962), 227 Md. 517, 177 A.2d 859; Warren v. Shoemaker (1965 Ohio), 207 N.E.2d 419; Walsh v. Gillespie (1959), 338 Mass. 278, 154 N.E.2d 906; Lenzen v. Miller (1941), 309 Ill. App. 617, 33 N.E.2d 765; 6 Page on Wills ยง 54.15 (Bowe and Parker ed. 1962); 6 Powell, Law of Real Property 548; Note, Ademption by Extinction: The Form and Substance Test, 39 Va. L. Rev. 1085 (1953). An enlightening discussion of the Modern Rule can be found in In re Wright's Will, supra.