Gilbert v. Gilbert

652 S.W.2d 663
Court of Appeals of Kentucky·Decided June 17, 1983·Published

Opinion

PAXTON, Judge.

This is an appeal from a judgment of the Jefferson Circuit Court determining that a holographic instrument, consisting of two writings folded together inside a sealed envelope, was a codicil instead of a second and superseding will. Appellees are a brother of the testator, a niece and three nephews of the testator, and two beneficiaries unrelated to the testator. Appellants are the testator’s sisters and remaining brothers.

Frank Gilbert died testate on June 5, 1979. Two writings were offered for pro-' bate: an eight-page typewritten instrument, prepared by an attorney, dated April 2,1976, and the holographic instrument dated December 8, 1978. The “codicil” was written on the back of a business card and on the back of one of Frank’s pay stubs.The card and stub were found folded together in a sealed envelope. On the back of the business card, Frank wrote: “12/8/78 Jim and Margaret I have appro $50,000.00 in Safe. See Buzz if anything happens [signed] Frank Gilbert”. On the back of the pay stub, Frank wrote: “Jim & Margaret $20,000.00 the Rest divided Equally the other Living Survivors Bro. & Sisters [signed] Frank Gilbert 12/8/78”. Written on the envelope is the following: “This day 12/8/1978 I gave to Jim and Margaret this card which I Stated what to do”. “Jim and Margaret” are James Gilbert (one of the appellees) and Margaret Gilbert, brother and sister-in-law, respectively, of Frank Gilbert, the testator. The typewritten instrument and the holographic instrument were admitted to probate on September 4, 1979, the holographic instrument being admitted as a codicil.

Appellants subsequently brought a will contest action in Jefferson Circuit Court seeking to have the holographic instrument interpreted as a second and superseding will. After a hearing, the circuit court entered a judgment construing the second instrument as a codicil affecting only the money Frank kept in his employer’s safe. This appeal is from that judgment. We affirm.

Appellants argue: (1) the separate holographic writings were not probated; (2) the court erred in admitting testimony contrary to KRS 421.210(2), the Dead Man’s Statute; and (3) the separate holographic writings should have been construed as a second and superseding will instead of a codicil.

The trial court found as a fact that the two holographic writings were admitted to probate by the Jefferson Circuit Court. There being overwhelming evidence to support this finding, we cannot say it was clearly erroneous. CR 52.01; Black Motor Co. v. Greene, Ky., 385 S.W.2d 954 (1965).

It is not necessary for us to reach the issue as to whether testimony was admitted contrary to KRS 421.210(2) because we have not considered the testimony which might be rendered incompetent by the statute in reaching our decision on the legal effect of the holographic writings.

Appellants contend that the pay stub (“Jim & Margaret $20,000.00 the Rest divided Equally the other Living Survivors Bro. & Sisters”) contains the only holographic writing that is testamentary in character; that it is a second will which wholly revokes the eight-page typewritten will; and that the language on the business card (“Jim and Margaret I have appro $50,000.00 in *665 Safe ... ”) is merely informational. This interpretation would eliminate James Gilbert from sharing in any portion of his brother’s estate, except the $20,000.00 bequeathed to him and his wife, Margaret, in the “codicil”. Appellees argue, of course, that the “codicil” pertains only to the money in the safe and that James takes both his share under the typewritten will and one-half of the first $20,000.00 of the money in the safe pursuant to the terms of the “codicil”.

We must first determine which of the holographic writings are to be considered testamentary acts of Frank and then decide what he meant by what he wrote. See Kirk v. Lee, Ky., 402 S.W.2d 838, 839 (1966); Reno’s Ex’r v. Luckett, Ky., 298 S.W.2d 674, 675-76 (1957). While it is true that both holographic writings are signed and dated, giving credence to the argument that Frank intended them to be separate documents, the fact that they were found folded together in a sealed envelope and are coherent in sense is sufficient to support the trial court’s conclusion that the two writings should be considered as one. Frank begins the two-part instrument by identifying the property to be distributed (the money in the safe) and explaining how to gain access to it (“See Buzz”). He then proceeds, on the second sheet of paper, to distribute that property. These circumstances show the writings were “tacked together in the mind of the testator,” and that is all the law requires for integration. 79 Am.Jur.2d Wills § 191 (1975); see generally, Annot., 38 A.L.R.2d 477, 495 (1954).

The second instrument was probated as a codicil, but because it does not refer to the typewritten will, we prefer to characterize it as a second will. A testator can have more than one will effective at the same time, each distributing part of the estate. In such a case the subsequent wills “perform the office of codicils”. Muller v. Muller, 108 Ky. 511, 516, 56 S.W. 802, 803 (1900); cf. KRS 394.010 (“will” may mean “codicil”); KRS 446.010(35) (“will” includes “codicils”). We believe that to be the situation in this case: the second will serves as a codicil because it does not contain a revocation clause and only distributes part of the residuary estate.

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