Keys v. Keys

129 S.W.2d 1103, 23 Tenn. App. 188, 1939 Tenn. App. LEXIS 25
Court of Appeals of Tennessee·Decided March 8, 1939·No. 1·Published·Cited by 10 cases

Opinion

McAMIS, J.

George W. Keys, a resident of Johnson City, Washington County, Tennessee, died on May 23, 1936, leaving an estate, consisting of real and personal property, valued at $180,000. On Monday, following Ms death on Saturday preceding, his lock-box at the Hamilton National Bank of Johnson City was opened and, among other valuable papers, was found a purported holographic will devising the entire estate to his widow, Mrs. Carla Burnham Keys.

The will was offered for probate in the County Court of Washington County at Jonesboro where the present contest, upon the issue of devisavit vel non, by the heirs at law, sisters of the deceased, was instituted. Proponent moved the court to certify the papers to the Law Court at Johnson City but this motion was overruled and the papers were certified to the Circuit Court of Washington County sitting at Jonesboro. In the Circuit Court proponent moved the Court to transfer the case for trial to the Law Court at Johnson City where it was insisted, because of the residence of the deceased and proponent and other parties to the contest in the Civil District in which Johnson City is located, the case should properly be tried under the Act of the Legislature creating the Law Court at that place. The motion was sustained and a trial before a jury in the Law Court resulted in a finding, approved by the trial judge, sustaining the will. Contestants have appealed in error to this court and assigned errors.

By the first two assignments of error it is insisted in behalf of contestants, as the principal ground for reversal, that the court erred in charging the jury, in substance, that the burden of establishing the due execution of the will was upon the proponent in the first instance but that, after the proponent had established that the will was wholly in the handwriting of the alleged testator and signed by him, the burden thereupon shifted to the contestants to show by a preponderance of the evidence that the will- was a forgery and erred *191 in declining to charge the reverse of this proposition as requested by contestants.

Proponent has moved the court to strike these assignments of error because neither the charge of the court nor contestants’ special requests are contained in the bill of exceptions. ¥e find this motion without merit for the reason that it satisfactorily appears from the judgment of the court overruling the motion for a new trial, that the court charged the jury as insisted under assignment of error number one and declined to charge, as requested by contestants, that the burden of proof remained with proponent. See Toomey, Recr., v. Goad, 12 Tenn. App., 80.

The motion to strike other assignments of error because the record shows affirmatively that the bill of exceptions does not contain all of the evidence is also found without merit and is overruled.

The only attack made upon the will is that it is a forgery. The lock-box containing the will and other valuable papers of the deceased was opened in the presence of several witnesses, several of whom were wholly disinterested, and there is nothing appearing upon the face of the paper, the place of its lodgement or the circumstances under which it was found after the death of Mr. Keys casting doubt upon its authenticity. We think the court was correct in giving the charge complained of under the first assignment of error and in declining the special request of contestants to which the second assignments is directed.

The question of the due and legal execution of a will is one for the determination of the court. In the case of a holographic will if the court determines upon the evidence offered by proponent, assuming it to be true, that the statutory requisites of such a will (Code, sec. 8090) have been met it then becomes, prima facie, a valid will, and, no suspicious or other circumstances appearing tending to impeach its validity, it may be read in evidence “to be looked to by the jury for any inherent proof of regular or irregular execution or attestation; or of its being the voluntary act of the testator or otherwise; or of the existence or want of mental capacity on the part of the testator; or as otherwise shedding light upon the issue. ’ ’ Pritchard on Wills, Second Ed., sec. 369.

The same authority (section 373) states the rule as to the burden of proof as follows:

“After the will has been produced and its formal execution established, and, in cases where the doubtful capacity dr illiteracy of the testator or other circumstances of suspicion make it necessary to do so, after the proponent has removed the doubt or suspicion by proof, and the will has been admitted in evidence and read to the jury, the burden is cast upon the assailing party to show the facts relied upon to avoid the will. The grounds of impeachment may be as various as the grounds upon which the validity of the will *192 depends, and as these already have been fully shown, it is unnecessary to enumerate in detail the different matters upon which the contestant may rely . . See also 68 C. J., sec. 747, pp. 979, 980.

The above text statement of the rule is supported by many cases in this State, including Bartee v. Thompson, 8 Baxt., 508, 511; Key v. Holloway, 7 Baxt., 575, 576; Puryear v. Reese, 6 Cold., 21, 24; McBee v. Bowman, 89 Tenn., 132, 14 S. W., 481; Warren v. Warren, 11 Tenn. App. 338, 340, and Hager v. Hager, 13 Tenn. App., 23, but none of these cases appear to deal specifically with the burden of proof upon an issue of forgery. Admitting the general rule, it is insisted in behalf of contestants that where the issue of forgery is made by the pleadings the burden of proof remains upon the proponent throughout the trial. The case of Mobley v. Lyon, 134 Ga., 125, 67 S. E. 668, 137 Am. St. Rep., 213, 19 Ann. Cas., p. 1004, cited by contestants, appears to support their insistence that where forgery is asserted by contestants the burden of proof rests upon the proponent to establish the affirmative of that issue. It does not appear from the opinion what the general rule is in that State with respect to the burden of proof upon an issue of devisavit vel non based upon other grounds of contest and the case cited is not to be treated as an authority supporting the contestants’ contention that an exception to a general rule of practice, where such exists is to be made where the ground of contest is forgery.

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Keys v. Keys, 129 S.W.2d 1103, 23 Tenn. App. 188, 1939 Tenn. App. LEXIS 25 (Tenn. Ct. App. 1939).

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