Lowrance v. Moreland

221 S.W.2d 62, 310 Ky. 533, 1949 Ky. LEXIS 955
CourtCourt of Appeals of Kentucky (pre-1976)
DecidedMay 31, 1949
StatusPublished
Cited by1 cases

This text of 221 S.W.2d 62 (Lowrance v. Moreland) 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
Lowrance v. Moreland, 221 S.W.2d 62, 310 Ky. 533, 1949 Ky. LEXIS 955 (Ky. 1949).

Opinion

Opinion op the Court by

Judge Helm

Affirming.

John Schirmer died February 1, 1948. He left surviving him as his next of kin and heirs at law his wife, *534 Nannie Bell Schirmer, and Kathryn Schirmer Moreland and Joan Schirmer Sanders, his daughters.

On November 17, 1947, Schirmer executed a writing purporting to be his last will and testament as follows:

“I, John Schirmer of Ghent, County of Carroll, and State of Kentucky, being of full age and sound mind and memory, do make, publish and declare this to be my last will and testament, hereby revoking all wills by me heretofore made.
“Item I. I direct that all my just debts and funeral expenses be paid out of my estate as soon as practicable after the time of my decease.
“Item II. Subject to Item one I direct that a suitable monument be erected at my grave.
“Item III. Whereas I am at the present time engaged in a suit with my wife in which suit she is asking a property settlement and a divorce and whereas my daughters, Kathryn Schirmer Moreland and Joan Schirmer Sanders have been very bitter towards me I make the following bequeaths with full knowledge of my responsibilities towards my relatives taking into consideration their treatment of me. Subject to items one and two I give and bequeath to my daughter, Kathryn Schirmer Moreland and to my daughter, Joan Schirmer Sanders the sum of Five Dollars ($5.00) each.
“Item IY. Subject to the foregoing bequeaths all the property remaining which I may own or have the right to dispose of at the time of my decease I give, devise and bequeath as follows—
“To my sister, Dora Lowrance %, To my brother, Otto H. Schirmer %, To my nephew, Allen Lee Schirmer %, To my nephew Sam Schirmer %, and to my niece, Ella Mae Schirmer, %.
“Item Y. I make, nominate and appoint Perry Dean, Sr., as Executor- of this my last will and testament and request that he employ R. L. Hardin, as attorney.
“Dated at Carrollton, Kentucky, this the 17th day of November, 1947.
“John Schirmer
*535 “Witnesses:
“G. A. Heuser
“Perry M. Harrell”

The will was admitted to probate in Carroll County. Perry Dean, Sr., who executed bond in the sum of $15,-000, was appointed executor.

On February 7, 1948, the surviving wife, Nannie Schirmer, renounced the will and on April 1 the surviving daughters filed this action, contesting the will on the grounds of mental incapacity and undue influence.

On the trial of this action in the circuit court, the jury found that “this is not * * * the will of John Schirmer.” This is an appeal from the judgment entered on that verdict.

At the trial the propounders, appellants here, as was their duty, introduced evidence in an attempt to show the authenticity of the will and that it was duly executed and attested in accordance with the statute. They introduced C. J. Riley, clerk of the Carroll County Court, who produced a certified copy of the order probating the will in the county court. By agreement of the parties a certified copy of a writing purporting to be the last will and testament of John Schirmer, dated November 17, 1947, and filed with the petition in the circuit court, was referred to by Riley and it was agreed that the certified copy might be treated as the original for all purposes in this case.

It appears that Schirmer’s will was prepared by his attorney and that after its preparation he took the will to Mr. Dean, President of the Kentucky State Bank of Carrollton, to have it executed.

G. A. Heuser, assistant cashier of the bank, who witnessed the paper, knew Schirmer, knew his signature, didn’t see him sign the paper purporting to be his will, but took the paper to the back room where Schirmer was and asked him if that was his signature and he said it was. When asked if Schirmer acknowledged that paper to be his last will, Heuser said, “I didn’t know what the -will was or anything, what the paper was, only when I was asked to attest his signature.” Heuser signed his name first. When asked where he was when he *536 signed Ms name, he replied, “In the bank building. * * * The part where we do our transactions, receiving part, deposits, notes, things like that.” He signed it at the note desk. Mr. Dean then, he thinks, took the paper to Mr. Harrell, who also signed the paper in the banking room.

Perry M. Harrell, also an employee of the bank, witnessed the writing. He stated that the signature to the purported will was the signature of John Schirmer. When asked if Schirmer signed it in his presence, he answered, “I wasn’t with him when he signed it, but I was there in one room and he was in the other. I knew it was his signature.” He saw Schirmer come into the bank and go into Mr. Dean’s office, a back room also used as a directors’ room. He didn’t see Mr. Schirmer sign the writing. Schirmer’s signature was on the writing at the time he signed as witness. He never did go into Mr. Dean’s office where Schirmer was. The witness stated that he knew he was in Mr. Dean’s office but that he didn’t see Schirmer sign the purported will; that at the time Schirmer signed the writing, Schirmer was out of sight of the witness and at the time he, Harrell, signed as witness, he was out of sight of Schirmer. Schirmer made no request of him to sign the paper as a witness. Mr. Dean came out into the banking room and asked him to witness Schirmer’s signature. An ordinary door between the banking room and the back room was open.

KRS 394.240 provides for an appeal from a judgment of the probate or county court to the circuit court but does not provide the form of appeal.

In the circuit court, the. propounders of the will have the burden of showing the authenticity of the will and its due execution.

KRS 394.040 provides:

“No will is valid unless it is in writing with the name of the testator subscribed thereto by himself, or by some other person in his presence and bv his direction. If the will is not wholly written by the testator, the subscription shall be made or the will acknowledged by him in the presence of at least two credible witnesses, who shall subscribe the will with their names in the presence of the testator.”

*537 It is apparent from the above summary of the testimony of the witnesses, Heuser and Harrell ,that the provisions of the foregoing section requiring that the testator subscribe the will or acknowledge it “in the presence of at least two credible witnesses, who shall subscribe the will with their names in the presence of the testator” was not complied with. Schirmer may have • asked Heuser to sign.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Shoup v. Ketron
528 S.W.2d 731 (Court of Appeals of Kentucky, 1975)

Cite This Page — Counsel Stack

Bluebook (online)
221 S.W.2d 62, 310 Ky. 533, 1949 Ky. LEXIS 955, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lowrance-v-moreland-kyctapphigh-1949.