Frank's Administrator v. Bates

97 S.W.2d 549, 265 Ky. 634, 1936 Ky. LEXIS 549
CourtCourt of Appeals of Kentucky (pre-1976)
DecidedJune 12, 1936
StatusPublished
Cited by3 cases

This text of 97 S.W.2d 549 (Frank's Administrator v. Bates) is published on Counsel Stack Legal Research, covering Court of Appeals of Kentucky (pre-1976) primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Frank's Administrator v. Bates, 97 S.W.2d 549, 265 Ky. 634, 1936 Ky. LEXIS 549 (Ky. 1936).

Opinion

Opinion of the Court by

Judge Thomas

— Reversing.

On March 20, 1933, James T. Frank, a farmer residing in Grant county, died testate, his will having been executed on December 13, 1926. It will therefore be seen that he lived 6 years, 3 months, and 7 days after its execution, and during that time he continued to transact business, drove his automobile, and traded and *635 trafficked in real estate as well as personalty. By Ms will lie devised all of Ms property, consisting of some personalty and two farms, to Ms wife, Carrie Frank, and designated her as executrix thereof without bond. After his death, and on April 10, 1933, the will was pro-* bated in the Grant county court, but Mrs. Frank, on account of her age and health, was disinclined to assume the responsibility of executrix of her husband’s estate and requested his brother (Newt Bates), or her and her husband’s daughter (who was their only child), the appellee, Sállie Bates, to qualify as personal representative with the will annexed, which was followed by the appointment of Mrs. Bates to that fiduciary position. She qualified and assumed the responsibility and continued to act as such until July 5, 1934, on which date she made her last settlement and tendered her resignation, followed by her prosecuting, on the same day, an appeal from the Grant county court to the Grant circuit court from the judgment probating her father’s will. The grounds of contest, as alleged by her, were that when he exeeuted.it he was mentally incapacitated to do so and that he was unduly influenced in making it. Her right in the circumstances to so change and alter her position and to contest the will of her father which she had sworn to execute, and in which duty she engaged for more than a year, was appropriately contested, but the court disallowed that defense, to which appropriate objections and exceptions were made by contestees in the circuit .court. The grounds were then controverted and tried before a jury, resulting in a verdict finding the testator mentally incapacitated to execute the will, and judgment was entered accordingly. The motion for a new trial made by contestees was overruled, and they prosecute this appeal.

Many grounds were relied on in the motion for a new trial, the most, if not all, of which are also argued on this appeal; but for reasons stated below it will not be necessary to determine any of them, except the one? disputing the right of the daughter of testator to prosecute the contest in the circumstances outlined. However, it might not be amiss to say that many of the other grounds are meritorious; particularly the one relying on the admission of incompetent evidence introduced by the contestant over the objections of contestees. Much of that testimony is rank hearsay, and a most prejudicial *636 item of it was the introduction of the will of the widow (Carrie Prank), the sole devisee in the will of her deceased husband, James T. Prank. She, on April 24, 1934, executed her will, in which she disposed of all of "her estate, including that devised to her by her husband, and died on May 16 thereafter, 17 days after her will was executed. It was soon probated in the same county court and by it she devised a portion of her property, including one of the farms devised to her by her husband and upon which they resided, consisting of 138 acres, to Whit Jump, a stranger in blood to both her and her husband, and the remainder of her property, after the payment of debts, was devised to the infant daughter of contestant, Sallie Bates, she being the' granddaughter of testatrix, but her daughter, the contestant, received nothing under her mother’s will.

The record shows that the contestant was first made aware of the existence of her mother’s will after the latter’s death and which, as we have stated, was followed by her resignation as administratrix with the will annexed of her deceased father. The court permitted, over the objections of eontestees, the introduction of the will of Carrie Frank and also testimony showing: the relationship with Whit Jump to Mr. and Mrs. Prank for the last preceding 25 years or more. Mrs. Prank stated in her will why she made the devise to Whit Jump and which was couched in this language: “The reason I do this is that my husband requested me to give the farm to Whit Jump, and because he assisted my husband and myself for thirty-three years and was always ready to help us.” Clearly neither the execution nor the contents of the will of Carrie Frank had any legitimate bearing upon the condition of mind of James T. Prank back in 1926 when he executed his will, and the evident purpose in the introduction of that testimony was to poison the minds of the jury against upholding the will of James ,T- Prank vesting in his widow the absolute title to his ^property and a part of which she later devised to the stranger, Whit Jump. The record does not disclose an unnatural reason for the husband to make the request which the widow recited in her will, nor any reason why she should not carry out that request; but we will not attempt to recite or discuss any of the testimony supporting that statement for the manifest reason that it is entirely nonessential in view of the conclusions we *637 have reached with reference to the right of Sallie Bates, the only descendant (immediate or remote) of James T. Frank and Carrie Frank, to prosecute the contest.

Before taking up that issue for disposition, we deem it pertinent to state that on August 31, 1933, there was a written contract entered into between the widow, Carrie Frank, and her daughter, the contestant, Sallie Bates, whereby the mother in consideration of her daughter moving out of the residence occupied by the former (into which she had moved after her father’s death) agreed to turn over her two farms that had been devised to her by her husband, and for the daughter to have exclusive management of both, but agreeing to furnish to her mother “a sufficient fund to properly maintain the first party herein”1 (Carrie Frank) and to devote the balance of the net earnings to the payment of certain debts of the testator. The mother therein agreed to not sell either of the farms and to preserve them intact “to descend to the second party herein or her heirs.” It was also incorporated in that contract that the daughter should furnish funds with which to employ “the attendance of some woman to be with her [Carrie Frank] night and day if said first party deems same necessary.” There was nothing in that contract stipulating as to what should become- of the income from the two farms after the payment of the debts of James T. Frank over and above what might be necessary to comply with its terms with reference to the support and maintenance of Carrie Frank. We presume that in that event it would be the right of Sallie Bates to appropriate such excess, if any, to her own use. But whatever might be the true interpretation of the contract in that respect, the essential fact is that it was a recognition on the part of Sallie Bates that her mother was the true and lawful owner of the two farms furnishing its subject matter, and which contract might never have been entered into by Carrie Frank if she had accepted her dower and distributable portion of the estate of her husband in case of his death intestate, which would be the condition if his will should be set aside. We turn now to what we conclude is a decisive question in the case; i.

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Cite This Page — Counsel Stack

Bluebook (online)
97 S.W.2d 549, 265 Ky. 634, 1936 Ky. LEXIS 549, Counsel Stack Legal Research, https://law.counselstack.com/opinion/franks-administrator-v-bates-kyctapphigh-1936.