Gibbs v. Terry

281 S.W.2d 712, 1955 Ky. LEXIS 202
CourtCourt of Appeals of Kentucky (pre-1976)
DecidedMarch 18, 1955
StatusPublished
Cited by7 cases

This text of 281 S.W.2d 712 (Gibbs v. Terry) 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
Gibbs v. Terry, 281 S.W.2d 712, 1955 Ky. LEXIS 202 (Ky. 1955).

Opinion

STANLEY, Commissioner.

Mrs. Lucye Wells Peyton, a widow, died on or about October 25, 1951, survived by her mother, a sister, and three brothers. After her death, (which was not discovered for several days) an extensive search was made for her will, but none could be found.

On the assumption that she had died intestate, Mrs. Anna Bell Regan, deceased’s sister, was duly appointed administratrix of the estate. Later she disqualified herself, and Miss Florence Gibbs was appointed in her place.

Six months later Mrs. Sally Terry filed a petition in the McCracken County Court for probate of the will of Mrs. Lucye Wells Peyton and for the appointment of an administrator with will annexed. She alleged the will executed by deceased had been lost or destroyed since her death. An affidavit of Mrs. Lorraine Talmage was submitted for probate as a paper containing the substance of the will.

The county court declined probate, and Mrs. Terry appealed to the circuit court. Neither Mrs. Talmage nor other named beneficiaries were made parties to the probate proceedings in either court. A verdict in the circuit court found the decedent had left a will and that the affidavit of Mrs. Talmage contained its substance. The court thereupon adjudged that the same be admitted to probate.

The will as ordered to probate devised testatrix’ residence and furnishings and a ring to Sally Terry; bequeathed telephone company stock and a ring to Lorraine Tal-mage ; postal savings notes to four relatives of the deceased’s husband; and her life insurance to her mother, Mrs. Mary Etta Wells.

Florence Gibbs, as administratrix of the estate, and Mary Etta Wells, sole heir at law, have appealed the judgment. Only Mrs. Terry is an appellee.

Appellants contend they were entitled to a directed verdict because appellee failed to prove by clear and convincing evidence the necessary elements of an action for the probate of a lost will, which are: (1) due execution; (2) contents; (3) loss or destruction; and (4) continued recognition without revocation. White v. Brennan’s Adm’r, 307 Ky. 776, 212 S.W.2d 299, 3 A.L.R.2d 943; Noland v. Turley, Ky., 255 S.W.2d 495; Loy v. Loy, Ky., 246 S.W.2d 578.

The evidence introduced to establish the elements of execution and contents consisted largely of the testimony of Mrs. Terry and Mrs. Talmage. Miss Florence Gibbs, a long time lawyers’ stenographer, and now a court reporter and tax consultant, testified she prepared a will for the deceased, but had no recollection of its contents or of anything about Mrs. Peyton having signed it or of the subscribing witnesses. But it was her uniform practice to have wills she drafted signed by the party and subscribed by two witnesses. A number of corroborative witnesses testified to statements made by deceased relative to her will. These statements were admissible only for *714 the purpose of corroborating- other evidence of the main facts to which the declarations were addressed. Statements of this kind are not competent or sufficient in and of themselves to establish the execution or contents of a missing will. Allen v. Lovell’s Adm’x, 303 Ky. 238, 197 S.W.2d 424; Ferguson v. Billups, 244 Ky. 85, 50 S.W.2d 35. The contents of a missing will must be established by a competent witness who saw or read the will and can give the substance of its provisions. Loy v. Loy, Ky., 246 S.W.2d 578; Wood v. Wood, 241 Ky. 506, 44 S.W.2d 539.

In this case the only direct evidence of the contents of the will was provided by the principal devisees, Mrs. Terry and Mrs. Talmage. They were old and close friends of the deceased, who, it appears, did not get along very well with her kinsmen.

The case was tried while Sec. 606(2) of the Civil Code of Practice was in effect. This section prohibited an interested party from testifying for himself concerning any statement of or transaction with, or any act done or omitted to be done by one who is dead. The provision is now KRS 421.210.

Of course, as was admitted throughout the trial and has been conceded on the appeal, the testimony of Mrs. Terry and Mrs. Talmage concerning “verbal statements” of the deceased to them is within the express exclusion of Sec. 606(2). Nor can there be any doubt that the exhibition of the paper by the decedent to the witnesses was an “act done” by her and that their examination of it by reason thereof clearly constituted a transaction,” concerning which the parties were prohibited from testifying. Such testimony meets the conventional test, namely, that if living, the deceased might contradict or corroborate the testimony. Hale v. Hale, 242 Ky. 810, 47 S.W.2d 706; Ganter’s Adm’r v. Smith, 254 Ky. 654, 72 S.W.2d 58; Stovall’s Ex’r v. Slaughter, Ky., 268 S.W.2d 943.

The cases in other jurisdictions are not wholly in accord with respect to the application of the commonly called “dead man’s, statutes” which prohibits a person from testifying in his own behalf concerning merely the existence or the contents of an instrument written or executed by a decedent when the factor of a personal transaction between them is absent. Annotation, Statute excluding testimony of one person because of death of another as applied to testimony in respect of lost or destroyed instrument. 79 A.L.R. 785. The same is true as to the application of the rule of exclusion in probate proceedings generally, both in foreign cases and our own. Annotation, Statutes excluding testimony of one person because of death of another as applicable in proceeding to probate will. 115 A.L.R. 1425, 173 A.L.R. 1282; 58 Am.Jur., Witnesses, Secs. 230 et seq., 307. Often the particular conditions and sources of knowledge of the witnesses are determinative.

This court held in Kendall v. Hillsboro & Poplar Plains Turnpike Road, 67 S.W. 376, 23 Ky.Law Rep. 2372, that two stockholders of an interested corporation were competent to testify that a lost deed conveying a fee simple title to property to the corporation had been executed and delivered to it by a person since deceased, even though he was present when they saw the deed; but their testimony as to statements of or transactions with the deceased was excluded. The court observed that “because Kendall was there would not prevent the witness stating the contents of the writing any more than if he had stated that he saw the deed when Kendall was not present. Testifying as to the contents of a writing is not testifying concerning a transaction with Kendall.” And in Ferguson v. Billups, 244 Ky. 85, 50 S.W.2d 35

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Bluebook (online)
281 S.W.2d 712, 1955 Ky. LEXIS 202, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gibbs-v-terry-kyctapphigh-1955.