Gerard v. Gerard

350 S.W.2d 719
CourtCourt of Appeals of Kentucky
DecidedFebruary 10, 1961
StatusPublished
Cited by3 cases

This text of 350 S.W.2d 719 (Gerard v. Gerard) 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
Gerard v. Gerard, 350 S.W.2d 719 (Ky. Ct. App. 1961).

Opinion

CLAY, Commissioner.

In this will contest suit brought by a daughter of the testator, the jury found the latter lacked sufficient mental capacity to make a will. The executor and the other beneficiaries appeal. We need consider only appellants’ contention they were entitled to a directed verdict because of insufficiency of the contestant’s proof.

The testator, John M. Gerard, died in 1958 at the age af 82, leaving an estate valued somewhere between $100,000 and $200,000. On October 2, 1951 he had executed a will drafted by his lawyer. He [720]*720bequeathed to appellee, his only living daughter, $5,000. The remainder of his estate was left in three equal parts to his two sons and the children of a deceased daughter. In view of the size of the estate it is apparent appellee will not share equally with her brothers. This discriminatory treatment is the basis of appellee’s claim that her father was insane for 50 years.

At the outset it may be observed that the law extends to the citizen a valuable privilege of disposing of his property at death as he sees fit, and the courts jealously guard this right. Langford’s Ex’r et al. v. Miles et al., 189 Ky. 515, 225 S.W. 246. By nature a will expresses the discriminating wishes of the testator. Inequality in the distribution of an estate by will is not in itself evidence of mental incapacity. Wigginton’s Ex’r v. Wigginton, 194 Ky. 385, 239 S.W. 455; Parks v. Moore’s Ex’r, 265 Ky. 678, 97 S.W.2d 579.

The testator was blessed with good health all of his life. He died a natural death. No one questions his ability and capacity to transact business affairs. There is abundant evidence he had mental capacity to execute a will. The question before us is whether or not appellee presented sufficient evidence of the lack of such mental capacity to authorize submission of that issue to the jury. We will assume, without deciding, that all of the evidence introduced on her behalf was competent.

Our story begins in 1902 when the testator was 26 years of age and appellee was three years of age. That year he was apparently adjudged insane and committed to the Western Kentucky State Asylum in Hopkins-ville. The records indicate his mental disorder as “paresis,” although they fail to show he had any disease, bodily disorder or defect. He stayed for five months and was discharged as “improved.” On February 3, 1903, by judgment of the Warren County Court, he was adjudged restored to his senses and of sound mind. While there is some indication he may subsequently have entered other sanitariums, there is no evidence of any further commitments or investigations into his sanity.

In 1902 the testator was in the undertaking business with his father and his uncle Gene in Bowling Green (where the testator lived all of his life). For many years after 1903 the testator continued in the undertaking business, although the partnership with his father and uncle was dissolved. Though there is some reflection on his capabilities in the conduct of this particular activity, he was apparently quite successful in other business enterprises, particularly the buying and renting of real estate.

After 1931, with the help of an inheritance from his father the testator was able to accumulate the very substantial estate he owned at the time of his death. There is not a line of evidence in this record reflecting on the ability of the testator up until the day of his death (seven years after executing his will) to transact his business affairs in a perfectly competent manner. He had one attribute which cannot be considered abnormal. He did not like to spend money, or particularly, to give it away. (He did on occasion advance his two sons various sums.)

Two tragic events involving each of his two daughters took place during the testator’s lifetime. In 1931, after his own father had died, the appellee (who had left home in 1915 and whose history will be briefly summarized later) brought legal proceedings to probate a will of her grandfather which had been destroyed. This was in effect a lawsuit against her own father, which carried with it at least an intimation of his wrongdoing. It was an unfortunate family fight. Her principal and most favorable witness, the brother Paul, branded this act of hers “a terrible mistake.” This lawsuit, not unnaturally, severely strained the relationship between father and daughter. From that time forth he disowned her. He made statements to the effect that she was no longer his daughter and accord[721]*721ing to her testimony he refused to recognize she even existed.

The other tragic event was the suicide of his other daughter in 1938. For approximately 10 years thereafter the testator secluded himself at his home during the daytime. After 1948 he resumed his normal way of living and thereafter visited regularly various public places in Bowling Green and renewed his former friendships. This ten years of relative seclusion throws little light on the issue of mental capacity to make a will, particularly since this period ended three years before he executed it.

We will now turn to the testimony of appellee. She starts with her very early childhood and tells a story of mistreatment. She said her father was sick, that one time he bit her nose when she was in bed with him, and at least once kicked her. (This happened over 55 years ago.)

In 1917, because of domestic difficulties (they are not too clear although she does allude to “mistreatment” and “violence”) appellee left home for good at the age of 18. During the next 34 years (up until the date of the will) appellee returned to her home on very few occasions. As we read the evidence, she never returned for a normal visit to her family. She was brought home one time by her mother because of illness and on other occasions she would stop briefly at the hotel at Bowling Green. She testified that her father would refuse to let her in the house, or would fail to recognize her, or would threaten to leave town when she arrived on the scene. (We think it significant that while appellee attempts to prove her father insane because of his coldness toward her, no explanation is given of the fact that neither her mother nor her two brothers showed her any more sympathetic consideration.)

Except for the incidents of her childhood, which are so remote as to have little bearing on our problem, the substance of appellee’s testimony is that her father refused to recognize her as his daughter, did not want her in his home, and refused to give her financial assistance. It is apparent from this record that on most occasions when appellee returned to Bowling Green, or communicated with her father directly or through one of her friends, she sought to obtain money from him. This was a most sensitive subject with the testator.

Other witnesses support appellee’s testimony that she may have been mistreated in her youth, that her father did not assist her financially, and that he refused to recognize his daughter in the manner some might think a parent properly should. It must be borne in mind, however, that the testator’s actions, feelings or motives are not on trial, except to the extent they show he lacked mental capacity to make a will on October 2, 1951. It is true that throughout his lifetime the normal father-daughter relationship did not exist, that he developed an aversion for her, and even animosity. However, his actions show a rational consistency flowing from circumstances which could support his convictions.

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Bluebook (online)
350 S.W.2d 719, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gerard-v-gerard-kyctapp-1961.