Barber's Exr. v. Baldwin

128 S.W. 1092, 138 Ky. 710, 1910 Ky. LEXIS 123
CourtCourt of Appeals of Kentucky
DecidedJune 1, 1910
StatusPublished
Cited by15 cases

This text of 128 S.W. 1092 (Barber's Exr. v. Baldwin) is published on Counsel Stack Legal Research, covering Court of Appeals of Kentucky primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Barber's Exr. v. Baldwin, 128 S.W. 1092, 138 Ky. 710, 1910 Ky. LEXIS 123 (Ky. Ct. App. 1910).

Opinion

Opinion op the Court by

Judge Lassing-

Affirming.

In 1893 P. S. Barber died intestate, a resident of Nelson county, Ky. He'left a large estate, variously estimated at from $360,000 to $450,000. His property consisted in the main of real estate located in Nelson county and Louisville, Ky., Chicago, 111., Bullitt county, Ky., and in the states of Tennessee and Mississippi. He left surviving him a wife, Cecilia Barber, -and two children — a son, „ John R. Barber, and a daughter, Amelia L. Baldwin. Shortly after his death, an agreement was made and entered into between his wife and children, whereby each took a one-third interest in the estate of P. S. Barber, deceased. This agreement was evidenced by a writing signed by the three, and, in pursuance of said agreement, the lands and personal estate owned by P. S. Barber were divided. They interchanged deeds among themselves, so that each was given an [712]*712absolute title to that portion of tbe property which fell to him or her. In this division the valuation which they placed upon the property for the purpose of equalizing it among themselves was $120,000 per share. In May, 1908, Cecilia Barber died, testate. Her will was probated in the county court in due time, and her daughter, Amelia L. Baldwin, prosecuted an appeal from the order of the Nelson county court probating said will, and sought to have the will canceled and set aside on the ground that her mother did not have sufficient mentality to make same, and that, she was unduly influenced in the execution thereof. Shortly after this contest was instituted, Mrs. Baldwin died, and the suit was revived in the name of her children and heirs at law. Her husband had died a short while before her mother. This will was executed in 1897, at which time the testatrix, Mrs. Cecilia Barber, was 78 years old. By this will, as originally drawn, she attempted to dispose of her entire estate, which at that túne was. by her counsel, estimated to be of the value of at least $135,000. Of this sum she gave to churches and charities $5,800, lo the family of her daughter, Mrs. Baldwin, $26,000, to the family of John R. Barber, $53,000, and to various friends, $9,500. She provided that, if any of the children of her daughter, Mrs. Baldwin, died before the testatrix, the share or interest of such one should become a part of her residuary estate, all of which she devised to her son John R. Barber and his family, ratably according to the interest which she had given them in her estate. A son of Mrs. Baldwin, Lee Baldwin, to whom she had given $15,-000, died before his grandmother, and this $15,000 therefore passed into the residuary fund. Several minor changes were made in her will by codicils, [713]*713■which were executed at various times between the execution of this will in 1897 and her death in 1908, but the codicils in the main relate to minor changes, and do not materially change the main purpose of the testatrix as expressed in the will as originally drawn. Under it, at the date of her death, the children of her daughter received something like $11,000, and her son and his children and grandchildren received the balance,'amounting to more than $100,000, after the special bequests to friends, churches, and charities had been satisfied. It is of this gross inequality that Mrs. Baldwin complained. It appears from the record that shortly after her husband’s death Mrs. Barber had executed a will in which she disposed of her estate. along practically the same lines as she did in the will under consideration. This first will was executed in 1894. Two codicils were-drawn to it, and when, in 1897, she desired to make still further changes in her will, after consulting with her attorney, she directed the will in contest drawn.

The following is the will in question with the va- ' rions codicils thereto:

“I, Cecilia Barber, of Bardstown, Nelson county, Kentucky, do make and publish this, my last will and testament, by which I dispose of my entire estate, and revoke all wills or codicils heretofore made by me.

“Paragraph First.

“Item 1st. It is my will that all my just debts, funeral expenses and cost of administration be paid.

“Item 2nd. To St. Joseph’s Catholic Church at Bardstown, Kentucky, I bequeath the sum of $3,000.

“Item 3rd. To St. Kose Catholic Church, of Washington county, Kentucky, I bequeath the sum of $500.

[714]*714“Item 4th. To the Catholic Church at Frederick-town, Washington county, Kentucky, I bequeath the sum. of $500.

“Item. 5th. To the Catholic Church at Springfield, Kentucky, I bequeath.the sum of $500.

“The amounts bequeathed by items 2d, 3d, 4th and 5th of this, the first paragraph of this will, are to be expended by the respective pastors of said churches, or their successors, for masses for the benefit of my late husband, Philetus S. Barber’s soul, and for the benefit of my soul.

“Item 6th. To the Rev.’J. C. O’Connell I bequeath the sum of $500 as a token of my appreciation of the kindness shown and consolation given my husband and myself during the time of our affliction.

“Item 7th. To St. Vincent’s Orphan Asylum I bequeath the sum. of $500.

“Item 8th. To St. Joseph’s Orphan Asylum I bequeath the sum. of $300.

“Item 9th. To the pastor of St. Joseph’s Catholic Church, of Bardstown, Ky., or his successor, I bequeath the sum of $700, in trust, to be bj him expended as he may deem best for the benefit of the poor people of Bardstown, Kentucky.

“Item 10th. To the pastor of St. Joseph’s Catholic Church, of Bardstown, Ky., or his successor, Í bequeath the sum of $300, in trust, to be by him invested in some safe interest bearing security, the income from which he will expend in keeping the lot in which my husband is buried in proper condition and repair.

“Paragraph Second.

“Item 1st. To my niece, Kate Lancaster, I bequeath. the sum of $3,000.

“Item 2d. To my niece, Lillie Lancaster, I bequeath the sum of $3,000.

[715]*715“Item 3d. To my niece, Rose Mitchell, I bequeath the sum of $3,000.

“Item 4th. To Mansell Mitchell I bequeath the sum of $500.

“Item 5th. To my sister, Lettie Hamilton, I bequeath the sum of $500.

“Item 6th. To my brother, Baker Smith, I bequeath the sum of $500.

“Item 7th. To John Lancaster I bequeath the sum of $500.

“Item 8th. To Geo. Lancaster, son of John Lancaster, I bequeath the sum of $200.

“Item 9th. To my brother, William Smith, I bequeath the sum. of $500.

“Item 10th. To Garnett Dudley I bequeath the sum of $300.

“Item 11th. To Mrs. Sallie Yiglina I bequeath the sum of $333.33.

“Item 12th. To Edith Yiglina I bequeath the sum of $333.33.

“Item 13th. To Pauline Yiglina I bequeath the sum of $333.33.

“Item 14th. To Peara. Viglina I bequeath the sum of $300.

“Item 15th. To my little friend ‘Jack’ McChord I bequeath the sum of $300.

“Item 16th. To Rev. J. C. O’Connell I bequeath the sum of $100, in trust for Emma Bean, which sum he will expend for her benefit as he may deem proper.

“Paragraph Third.

“Item 1st. To my daughter Amelia Baldwin I bequeath the sum of $1,000.

“Item 2d. To my grandson Lee Baldwin I bequeath the sum of $15,000.

“Item 3d.

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Bluebook (online)
128 S.W. 1092, 138 Ky. 710, 1910 Ky. LEXIS 123, Counsel Stack Legal Research, https://law.counselstack.com/opinion/barbers-exr-v-baldwin-kyctapp-1910.