Holladay v. Holladay

172 S.W.2d 36, 294 Ky. 540, 1943 Ky. LEXIS 468
CourtCourt of Appeals of Kentucky (pre-1976)
DecidedJanuary 29, 1943
StatusPublished

This text of 172 S.W.2d 36 (Holladay v. Holladay) 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
Holladay v. Holladay, 172 S.W.2d 36, 294 Ky. 540, 1943 Ky. LEXIS 468 (Ky. 1943).

Opinion

Opinion op the Court by

Judge Sims

Affirming.

Upon a verdict rendered in the Clark Circuit Court a judgment was entered adjudging that a paper executed by Lewis Holladay was his last will and testament. This appeal is prosecuted from that judgment.

Appellants, who will be referred to as contestants, seek to reverse the judgment because the court erred: 1. In assuming in the instructions the authenticity and due execution of the will; 2. in refusing to instruct on insane delusions; 3. in admitting incompetent evidence; 4. in refusing a new trial because the judge privately communicated with a juror;. 5. in refusing a new trial because of false answers made by a juror on his voir dire.

Appellees, who will be referred to as contestees, insist that they were entitled to a peremptory instruction because there was no testimony of testator’s mental incapacity, of undue influence, of insane delusions, or that the will was not duly authenticated; and that if the court committed errors of which contestants complain, such were not prejudicial in view of the fact that a verdict should have been directed in favor of the will.

We will first discuss the question of whether or not *542 contestees were entitled to a directed verdict. Testator, Lewis S. Holladay, was a bachelor, 66 years of age at the time of his death on April 10, 1940. He was survived by a brother, Joe F. Holladay, the sole beneficiary under his will, and three sisters, the contestants Miss Denia Holladay, Mrs. Russie Parrish and Mrs. Ella Harris. Also surviving him was a nephew, Frank H. Lanter, Jr., of Phoenix, Arizona, the son of a deceased sister, but he took no part in the litigation. The value of the estate in round numbers was $30,000.

Lewis Holladay had a college education and made his home oh his mother’s farm with her and a maiden sister, Miss Denia, until his mother’s death in 1929. She was quite old and her death greatly upset him. The testimony for contestants is that Lewis was far from .normal mentally years before his mother died, but was much more unstable afterwards. It was testified he shot and killed his pet dog without reason in 1917 or 1918. During electrical storms he would take his seat under a tree, saying it was safer there than in the house. He was afflicted with stomach ulcers and could not sleep at nights and would roam over the premises and farm, and on occasions would stand like a statue in the county road even at midnight, requiring travelers to drive around him. At times he would go to the barn during the night and throw down hay for his stock when it was not in the barn but was out on pasture. He would bathe at night in a pond which was little more than a hog wallow, saying it gave him relief. It was testified that if the least thing went wrong, such as some meat falling down or the spilling of some lard from a bucket, he became so upset that it was necessary to put him to bed to quiet him. Pages could be consumed in reciting the testimony relative to his queer, weird and unnatural actions. There were ■many suicides and much insanity on both sides of his family, and it appears in the evidence that he threatened to destroy himself.

Opposed to such testimony, twenty-six of his neighbors, friends, business acquaintances and associates testified he was perfectly sane and normal; that he was a good farmer and a successful business man. These twenty-six witnesses made up a cross-section of the community and included people from all walks of life, doctors, bankers, veterinarians, livestock buyers, farmers ■and shop keepers, practically all of whom had business *543 or social contacts with him. Upon the written request of his sisters, he and his brother, Joe, were named administrators of his mother’s $23,000 estate, which testator wound up practically without assistance from Joe. In 1930, the year he wrote his will, Lewis contracted with his sisters that be would bid $137.50 per acre for his mother’s farm of 146 acres if it were sold at public auction ; and he carried out his contract and purchased the farm. He raised and sold registered sheep; was the moving spirit in some important and successful litigation in 1929 involving damages to farm lands in the community when a water dam broke. From 1929 to 1933 he served twice on the petit jury and twice on the grand jury; and in the interim between 1927 and 1940 he wrote more than 2,000 checks aggregating $29,000.

It is evident that upon such conflicting testimony the court correctly left to the jury’s determination under an appropriate instruction the question of whether or not testator possessed mental capacity sufficient to execute a will. The record shows the evidence is about as conflicting on undue influence as it is on testamentary capacity, and without taking the space to set it out, it will suffice to say that contestants proved Lewis depended upon Joe for everything, and that the latter stated Lewis would do anything he requested of him. On the other hand, the testimony of the contestees shows Lewis was independent and not susceptible to undue influence by Joe or anybody else. Therefore, the court properly submitted this question to the jury in his instructions.

We are not in accord with contestants that the court erred in assuming the authenticity of the will. It was duly proved to be wholly in the handwriting of testator and we are cited to no place in this voluminous record where such proof was contradicted and we have found none. The fact that Joe contradicted himself on the witness stand as to the time and place where he found the will had no bearing on the undisputed testimony that the will was in Lewis’ handwriting. During the trial Joe was asked to copy the will as near like the original as he could. The fact that the copy he made bears a slight resemblance to the original will, and that there is some similarity between his and testator’s handwriting, ■do not make an issue on the authenticity of the will.

The court did not err in refusing to give contest *544 ants’ proffered instruction on the alleged insane delusions Lewis had against his sisters. His feelings toward them were unkind and even bitter, but they were based upon facts and not delusions. His sisters had objected to the fee allowed him as administrator of his mother’s estate, although it was slightly less than the statutory limit of 5%. They had insinuated that when he and Joe, the morning after the death of their brother Felix, went through the deceased’s personal effects they were looking for his will with the sinister motive of destroying it if they found one in favor of the sisters. Miss Denia had intimated that Lewis had sensual plans in bringing in a housekeeper after his mother’s death. Then after Lewis had agreed to bid $137.50 per acre on his mother’s farm, his three sisters attempted to raise the price. This combination of incidents had turned Lewis against his sisters, but it cannot be said his feelings were insane delusions, which are ideas or beliefs which spring spontaneously from a diseased or perverted mind without reason or foundation in fact. A belief which is based upon reason and evidence, be it ever so slight, cannot be an insane delusion. Moates v. Rone, 242 Ky. 287, 46 S. W. (2d) 100, and authorities therein; Jackson’s Ex’r v. Semones, 266 Ky. 352, 98 S. W. (2d) 505.

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Bluebook (online)
172 S.W.2d 36, 294 Ky. 540, 1943 Ky. LEXIS 468, Counsel Stack Legal Research, https://law.counselstack.com/opinion/holladay-v-holladay-kyctapphigh-1943.