Brown v. Jacoby

9 N.E.2d 693, 55 Ohio App. 250, 23 Ohio Law. Abs. 74, 7 Ohio Op. 343, 1936 Ohio App. LEXIS 354
CourtOhio Court of Appeals
DecidedJune 5, 1936
DocketNo 681
StatusPublished
Cited by2 cases

This text of 9 N.E.2d 693 (Brown v. Jacoby) is published on Counsel Stack Legal Research, covering Ohio Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Brown v. Jacoby, 9 N.E.2d 693, 55 Ohio App. 250, 23 Ohio Law. Abs. 74, 7 Ohio Op. 343, 1936 Ohio App. LEXIS 354 (Ohio Ct. App. 1936).

Opinion

OPINION

By ROSS, PJ.

This is a proceeding in error from the Court of Common Pleas of Butler County, wherein judgment was rendered against the validity of the will of Charles Jacoby.

The will in question was at first refused probate by the Probate Court, but, on appeal, the will was admitted to probate by the Court of Common Pleas of Butler County. The petition alleges simply that the “paper writing is not the last will and testament of said Charles Jacoby.”

The testator at the time the will was executed, April 11, 1932, was suffering from arterio sclerosis, from which he died some ten days thereafter. He was 70 years of age. He had at that time lost completely the power of speech. His left side was entirely paralyzed, and his right side partially so. He was in great pain, and cried frequently.

In 1888, Earl A. Brown, then an inmate of the Children’s Home of Hamilton, and the chief beneficiary of the testator's bounty, came to live with the testator and' his wife when he was nine years of age. He was not adopted but in all other respects assumed the relationship of a son to his benefactors. When about twenty-two years of age he secured employment elsewhere. He married and lived in Seven Mile, to which place the testator and his wife soon moved, living close by the Browns. A friendly relationship continued between the Browns and the Jacobys. When Mrs. Jacoby became ill, Mrs. Brown nursed her for a year before her death, and Earl Brown rendered every assistance possible. After the death of Mrs. Jacoby, and at the request of the testator, the Browns came to live with and care for the testator in his own home. Up to the last few weeks of his life the testator was active and alert, and even in his last illness, up to a day or two before his death, there is nothing except possibly the opinion evidence of certain physicians, to indicate that he was not fully aware of those matters which had occupied his attention during his latter years. His brother was his constant adviser and suggested the necessity of making a will. Some time previous to the last illness of the testator, he told this brother of his intention to make a will, substantially in the terms of the will under consideration. A former Justice of the Peace was brought to the bedside of the testator by Earl Brown. Much is made of this fact. It seems entirely natural and reasonable that Brown should do exactly as he had been doing for years, attempt to satisfy the needs of his benefactors. Owing to the loss of voice of the testator and his partial paralysis, it was necessary for his brother to secure an expression of his wishes and intention by asking the testator questions which he answered either by nodding or shaking his head. By this method the will before us was finally- drafted— read over to the testator and at the completion of the reading, he nodded his head *76 in token of his complete satisfaction therewith. There can be no question that it expressed exactly what the testator wished, and if he is rendered intestate, this will result in a disposition of his property in a manner entirely foreign to his expressed intention.

Something is said as to an antagonism existing between the brother of the testator and the contesting relatives. Be that as it may, there is no evidence that such feeling was permitted to unduly influence the testator in his testamentary disposition of his property. There is nothing also in the record to indicate that these contestants had done anything in the life of the testator to endear themselves to him. On the other hand, the affection and gratitude which arises in one who is the beneficiary of another’s love and attention should not be considered, in the absence of definite evidence, the result of wrongful influence simply because the one who serves is not a relative. Earl Brown and his wife had during the life of the testator and his wife so conducted themselves as to warrant his gratitude and appreciation. They were as close to him as children could be. His will was entirely consistent with the relationship thus created by mutual affection.

When it became necessary for the testator to sign the will, it was found that he could not hold the pen.

Quoting from the testimony of Miss Isabelle Boughen:

“Q. Just state what was done by Charles Jacoby after the will was all completed.
A. Mr. Kumler placed a pen in Charles Jacoby’s hand and he was unable to hold it as he was too weak and Mr. Kumler steadied his hand so that he was able to make his mark on the will.
Q. Did he make his mark on the will?
A. Yes sir.
Q. Then you may state how many other persons signed the will?
A. Ed. Jacoby and Mr. Kumler and I.
Q. Are you sure Ed. Jacoby signed it?
A. I think he did.
Q. You know you signed it, do you?
A. Yes sir.
Q. State whether Mr. Kumler signed it?
A. Yes sir.
Q. You may state whether or not Mr.

Charles Jacoby made his mark on the will in the presence of both you and Mr. Kum-ler.

A. He did.
Q. You may state whether or not you and Mr. Kumler signed the will in the presence of Charles Jacoby.
A. We did.
Q. You may state what, if any, change there was- in the condition of Charles Ja-coby the balance of the evening?
A. After that he was very much more quiet and I asked him if he felt better and he nodded his head in the affirmative and shortly after that he went to sleep.”
C. A. Kumler testified:
“Q. Now after this conversation took place between Edwin and Charles Jacoby, what, if anything, did you do?
A. I went to the table and wrote all these items down as I remember them.
Q. And then what did you do?
A. Then after I had completed the writing, I took the will in to Charles Jacoby and asked him if he could write his name and he shook his head ‘no’. I asked him • if he wanted to make his mark and he shook his head ‘yes,’ so I wrote his name, and * * *
Q. Before you did that, did you read any part of the will to him or all of it?
A. Yes sir.
Q. I was asking you after you had written the will, then what next did you do with Or about the will?
A. After I had completed writing it, I took it in to the bedroom where he was lying, the ■ position on the left side of the bed, read the will to him, each item separately.
Q. Then what, if anything, did you say to him after each item?
A. After I read each item I asked him if that was the way he desired it written and he nodded his head.
Q.

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Bluebook (online)
9 N.E.2d 693, 55 Ohio App. 250, 23 Ohio Law. Abs. 74, 7 Ohio Op. 343, 1936 Ohio App. LEXIS 354, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brown-v-jacoby-ohioctapp-1936.