Jones v. Beckley

191 S.W. 627, 173 Ky. 831, 1917 Ky. LEXIS 522
CourtCourt of Appeals of Kentucky
DecidedFebruary 13, 1917
StatusPublished
Cited by17 cases

This text of 191 S.W. 627 (Jones v. Beckley) 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
Jones v. Beckley, 191 S.W. 627, 173 Ky. 831, 1917 Ky. LEXIS 522 (Ky. Ct. App. 1917).

Opinion

Opinion of the Court by

William Rogers Clay, Commissioner

Reversing.

Mrs. Mary Anna Prances Jones died a resident of Jefferson county on June 4, 1914. She left surviving her a son, Edward Carr Jones, and a daughter, Jennie Jones B'ecldey. Her will, which was duly probated by the Jefferson county court, is as follows:

“March 14, 1914.
“This is to state that in the event of my death I appoint my son, Edward Carr Jones, executor of my estate without bond and wish no inventory of my estate taken.
“After my just debts and personal expenses are paid I leave to my daughter, Jennie Allan Jones Beckley, five dollars.
“The balance of my estate, real and personal, I leave to my son, Edward Carr Jones.
“I have written this of my own free will and accord and without knowledge of my son.
“Anna Prances Jones.
“Susie MoD. Allen.
“C. R. Brent.”

Jennie Jones Beckley brought this suit, contesting the will on the ground of testamentary incapacity, and on the further ground that the will was obtained by fraud, duress and undue influence. During the progress of the case the testamentary incapacity of the testatrix was abandoned as a.ground of contest. The only question submitted to the jury was whether the will was obtained by undue influence. The jury found against the will, and from a judgment based on the verdict, Edward Gran; Jones prosecutes this appeal.

[833]*833Appellant contends that the evidence of undue influence was not only insufficient to sustain the verdict,, but was also insufficient to take the case to the jury.

It appears that the husband of the testatrix died in the year 1890. At that time Edward Garr Jones was about seven and one-half years of age, while Jennie A. Jones was about six years of age. With certain insurance money which she received from her husband the testatrix bought two small cottages. With the rent from these cottages the testatrix maintained a modest home and sent the two children to school for about six years. At that time she had-to sell one of the houses to discharge certain indebtedness which she had incurred. It also' became necessary for her to take the boy out of school and put him to work. The boy first received $2.00 per week, then $15.00 per month.' From that time on, covering a period of about sixteen or seventeen years, he received various promotions, until, at the time of his mother’s death, he was earning a salary of $100.00 per month and a certain allowance for expense money. Shortly after the boy started to work his grandmother loaned him a cow and he began to sell milk in the neighborhood. With his earnings he bought three more cows and thereby increased his dairy product. He tended the cows early in the mornings and lhte in the evenings so as not to interfere with his work at the railroad company by which he was employed. He continued to sell milk for a number of years until he became ruptured and found it necessary to sell the cows. Up until the time of his mother’s death he gave his mother all of his earnings.

The contestant was kept in school for about ten years after the boy stopped. She finished the high school course and then equipped herself as a teacher by taking the course at the normal school. While she was a student, however, she assisted her mother in the household work and also did her part in connection with the dairy. When she first began teaching her salary was $40.00 per month. It was gradually increased, however, until finally she was earning $60.00 per month. With the exception of about $5.00 per month, she turned over her salary to her mother. Thus the living expenses of the family were provided for out of a common fund, made up of the earnings of the boy and girl. While the girl was still ini school, the second cottage had to be sold in order to meet some debts. After the debts were paid there remained [834]*834about $400.00. This sum, together with a portion of the boy’s earnings and a $300.00 bequest made to the boy and a like bequest made to the mother, and $1,000.00 loaned to the mother by Mrs. Hite, was invested in a cottage on Bellewood avenue in the city of Louisville, j-ioout two years before the death of the testatrix the home on Bellewood avenue was sold, and with the proceeds a home on Pennsylvania avenue was purchased for about $4,000.00. Of this amount about $3,000.00 was paid in cash. The balance was evidenced by a lien note. The property that she willed to the son was the Pennsylvania avenue home, subject to certain debts. When the family was preparing to move to the home on Pennsylvania, a disagreement occurred between the boy and the girl as to the purchase of some new furniture for the home, and because of this disagreement the girl refused to go with her mother and thereafter boarded until she was married. The. mother tried to induce the daughter to return and to that end sent a minister to intercede with her daughter. The daughter, however, refused to return to her mother’s home. About one year later the daughter married. When her baby whs born her mother was not advised of this fact. About one year later the mother died. She never saw her daughter after the family moved to the Pennsylvania avenue home. The daughter, who arrived at the infirmary after her mother’s death, says that her failure to get to the infirmary before her mother’s death was due to the fact that a promised message informing her of the mother’s condition was not received in time. The amount of money contributed by the boy to the support of the family was between $10,000.00 and $12,000.00, while that contributed by the daughter was between $3,000.00 and $3,500.00.

The will was executed under the following circumstances: A few months before her death the testatrix told Mrs. Allen, a friend of hers, that she wanted her to come out some time and write her will. Later on she telephoned for Mrs. Allen to- come and do some writing for her. She asked Mrs. Allen if she knew how to frame a will. The latter replied that sho did. She then told Mrs. Allen that she wanted to leave everything she had to Garr. Mrs. Allen made out a little pen sketch for her. The testatrix then began to copy the sketch. Being interrupted by a caller, she said to Mrs. Allen: “You leave this with me and I will copy it and then you come back and we will sign it together.” When Mrs. Allen [835]*835returned the testatrix had copied the will. Mrs. Allen suggested that both she and Mr. Brent, who lived across the street, should sign the 'will. Afterwards it was signed by Mr. Brent. Mrs. Allen further says that G-arr Jones knew nothing of the execution of the will. She herself took the will and kept it until after Mrs. Jones’ death. She then informed Garr of the will. Both Mrs. Allen and Mr. Brent testified to the testatrix’s clearness of mind and of her freedom of any influence so far as they knew. The physicians who attended the testatrix during her last illness say that her mind was clear up to the time of her death. Several other witnesses who knew the testatrix very intimately also testified that she had a strong mind and will of her own. They also spoke of the fidelity and devotion of the son to his mother and of her love for him.

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Bluebook (online)
191 S.W. 627, 173 Ky. 831, 1917 Ky. LEXIS 522, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jones-v-beckley-kyctapp-1917.