Marcum v. Gallup

237 S.W.2d 862, 1951 Ky. LEXIS 787
CourtCourt of Appeals of Kentucky
DecidedMarch 16, 1951
StatusPublished
Cited by7 cases

This text of 237 S.W.2d 862 (Marcum v. Gallup) 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
Marcum v. Gallup, 237 S.W.2d 862, 1951 Ky. LEXIS 787 (Ky. Ct. App. 1951).

Opinion

STANLEY, Commissioner.

The holographic will of the late Mrs. Blanche Marcum Mims has been contested by her niece, Mrs. Eleanor Marcum Trout, and her nephew, Kermit Marcum, her only immediate heirs, upon the ground that the instrument was not wholly in the handwriting of the testatrix and that it was executed through undue influence of or in behalf of the beneficiary, her second cousin, Mrs. Blanch Bromley Kirby. The will bequeathed $500 in trust for the care of cemetery lots. It then reads: “Second — I hereby give and bequeath to my niece Eleanor Marcum Trout one dollar and to her brother Kermit Marcum one dollar — all the rest of my property, personal or mixed and wheresoever situated or which I may be the owner at the date of my death — is to go to my cousin Blanch Bromley Kirby, of Columbus, Ohio.”

The petition of contest pleaded in the alternative if the instrument should be held to be a valid will, that properly construed it did not devise her real estate to Mrs. Kirby. Being required to elect, the petitioners chose to prosecute the contest. The court submitted to the jury only the issue of the instrument being in the testatrix’ handwriting, thereby holding that the evidence of undue influence was insufficient. The verdict was in favor of the will. The contestants appeal.

Several bankers and other persons fully qualified from a knowledge of the decedent’s handwriting testify that it is all genuine. Mrs. Banks, who had been housekeeper and nurse of the testatrix, testified that she had told her she had written her will and where she had put it. The witness found the .instrument there. The only evidence on the other side is that of a Cincinnati expert in handwriting. He made a somewhat exhaustive analysis and gave the opinion that the will was not in Mrs. Mims’ handwriting. He was very sure it had been carefully copied. He pointed out evidence of conscious writing or penmanship as distinguished from automatic or instinctive writing, as where one has his .mind on the subject matter rather than on the formation of the letters or words. He would not undertake to say, however, whether or not all the writing was that of the same person. The appellants do not press the argument very hard that the evidence was not sufficient to sustain a verdict on this point but submit that upon a comparison of the will, with admitted specimens, its several characteristics indicate that it was copied by a skillful hand. We doubt very much that the testatrix had composed this instrument for it is in somewhat technical language, but we readily conclude that the question of whether it was in her handwriting was one for the jury to determine.

The principle argument is that the evidence required that the jury should determine whether or not the will “was the influenced product of an aged and unstable lady.” We address ourselves to that point with a brief summary of the evidence.

As usual, in cases of this kind, the evidence covered a wide range with many details. The testatrix was a childless widow. Her nearest relatives were the contestants, the daughter and son of a deceased brother who was blind and to whom the sister had been devoted. The contestee, Mrs. Kirby, was one of several second cousins and, as indicated, resided in Columbus, Ohio. Her attention came very late. Mrs. Mims had lived for many years in Catlettsburg.- Mrs. Trout lived in Ashland about five miles away. The testatrix was a cripple and over 80 years old when she died in October, 1947. Mrs. Mims had wanted to adopt her niece when she was a child. Although that was not done, all the time she had occupied the relation of an affectionate and atten[864]*864tive daughter. There was an exceptional bond of affection and intimate association. In the interest of brevity, we omit the details of the long record of instances of devotion and loving care and attention. Likewise,'-the expressions of appreciation ’ by the aunt. As she grew older, she became queer and eccentric, very secretive, hard to please, feared poverty, imagined that someone was always trying to poison or otherwise kill her. There is much of this in the record. When routed from her home by a flood in 1945, she had been taken into the home of her niece at great inconvenience to herself and family. But she was not satisfied because she wanted to live at Catlettsburg and to be near the cemetery. She was then taken into the home of a cousin, Mrs. Eunice Calvert, -in Ceredo, West Virginia, just across the river from Catlettsburg. Her exacting demands and eccentricities were extreme. Within a few weeks she was again calling upon Eleanor, her niece, for help. She purchased a home in Catlettsburg in the fall of 1945. Mrs. Trout gave her $1,500 of the purchase price. She took no note or other evidence of this or of many other advancements, since her aunt had always told her that what she had would go to her on her death. From the constant care and attention which had been bestowed upon the aunt, we are inclined to believe Mrs. Trout spoke the truth in saying that in any event she would have been, glad to have given the money to her aunt since she was her closest relative.

On the day she was taken to Ceredo by Mrs. Calvert and her husband, Mrs. Mims stopped at the office of a kinsman, Mr. William D. O’Neal, a lawyer. When she came out, she expressed to them her great satisfaction in having made her will so as to leave everything she had to Eleanor, that is, Mrs. Trout. There is evidence of statements to different persons through the years of her intention and purpose of doing that.

About this time Mrs. Trout’s health was failing, but she continued heir intimate relations and conversations over the telephone. Toward the end of her life there was a change in the old lady’s attitude. It was never indicated to her niece by word or by deed,- but it was spoken of to Mrs. Banks, who had become her nurse and housekeeper. In telling her where she had her will, she had instructed Mrs. Banks that when she died she should immediately get it otherwise Eleanor would get hold of it and tear it up. She told her, “The lady she had it made to was the only one that cared for her or had come to see her.” She had told Mrs. Banks that she should not let Eleanor in the house for “she didn’t come to see her while she was living and she didn’t want her looking on her face after she died.” However, there had been constant telephone communications between the two and Mrs. Trout had been to see her at least twice during this period of concealed antipathy. To some callers she seemed to be sad'over the fact that Eleanor was sick and could not come to see her.

Along in the latter part of 1945 the cousins, Mrs. Blanch Kirby and her mother, Mrs. Pearl Bromley, began coming down from Ohio to visit Mrs. Mims and to pay her much attention, bringing her candy and other gifts. Mrs. Kirby was there frequently. Before this, they had never visited her and she had never spoken of them to Mrs. Calvert or other close relatives with whom she was in contact. Mrs. Mims often told her niece over the telephone about her cousins being there and that they had suggested that she ought to break up her home and come to live with her. On an occasion when Eleanor visited her aunt she told her, “It just broke Blanch’s heart and Pearl’s heart the way I had neglected her, and they thought I ought to break up my home and come stay with her and take care of her.” Further, “every time she talked” she would tell Mrs. Trout about how sorry Blanch felt about her having to stay there alone, but excused herself from staying with the old lady because “she has a terrible shoulder and has to go to the Cleveland Clinic and have her arm operated on” and that “Pearl (Mrs.

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Bluebook (online)
237 S.W.2d 862, 1951 Ky. LEXIS 787, Counsel Stack Legal Research, https://law.counselstack.com/opinion/marcum-v-gallup-kyctapp-1951.