Morse v. Alley

638 S.W.2d 284, 1982 Ky. App. LEXIS 238
CourtCourt of Appeals of Kentucky
DecidedApril 30, 1982
StatusPublished
Cited by3 cases

This text of 638 S.W.2d 284 (Morse v. Alley) 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
Morse v. Alley, 638 S.W.2d 284, 1982 Ky. App. LEXIS 238 (Ky. Ct. App. 1982).

Opinion

HAYES, Chief Judge:

This is an appeal from a ruling of the Jessamine Circuit Court which determined that the last will and testament of Edith Staton, deceased, could not be admitted to probate because it was revoked by her divorce which was granted subsequent to the date of execution of the tendered document.

On September 19, 1980, the appellant, Joyce Alley Morse, tendered to the Jessamine District Court a document which was the last will and testament of Edith Staton, deceased. Edith Staton executed the document on March 9, 1967, at which time she was married to Omar Staton, Sr., father of Omar Staton, Jr., an appellant here. The controversy in this case centers around KRS 394.095, which was enacted by the Kentucky General Assembly in 1970 and states as follows:

Every will shall be revoked by the divorce of the person who made the will, except a will made in exercise of a power of appointment when the estate thereby appointed would not, in default of such appointment, pass to the heir, personal representative, or next of kin of the person who made the will, and except a will which made no bequest or devise to the former spouse.

The last phrase of the above-quoted statute was added by a recent legislature, effective July 15, 1980, and has no applicability here.

Omar Staton, Sr., and Edith Staton were divorced on May 5, 1972, by judgment of the Jessamine Circuit Court. On May 1, 1980, Edith Staton died, having remained unmarried following her divorce from Sta-ton, Sr. The tendered will was not made in exercise of a power of appointment.

The pertinent provisions of Mrs. Staton’s will are as follows:

Third: I give and bequeath to my son, B. Franklin Alley, Jr., if he survives me the sum of One ($1.00) Dollar. I intentionally limit the amount bequeathed to him because I feel that said son, B. Franklin Alley, Jr., has been generously and amply provided with financial security by his father, my former husband, and that he, therefore, needs no help from my estate.
Fourth: I give and bequeath to my husband, Omar Staton, Sr., if he survives me, the sum of Two Hundred ($200.00) Dollars. Should said Omar Staton, Sr., predecease me, the bequest under this article is to lapse and to become part of the residuary estate.
Fifth: All the rest, residue and remainder of the property which I may own at the time of my death, real, personal and mixed, tangible and intangible, of whatsoever nature and wheresoever situated, I bequeath and devise in fee to my daughter, Joyce Alley Morse, and my son, Omar Staton, Jr., share and share alike.

At the time the will was tendered, a subscribing witness, Charlotte Calico, testified as to the competency of the testatrix at the time of the will’s execution. However, on December 3, 1980, the Jessamine District Court denied probate of the will, relying upon KRS 394.095.

Thereafter, the appellants herein filed an action in the Jessamine Circuit Court requesting that court to order the Jessamine District Court to admit said document to probate as the last will and testament of Edith Staton. On May 22, 1981, the Jessamine Circuit Court issued a memorandum opinion denying petitioner’s request. On June 18, 1981, findings of fact, conclusions of law, and a judgment of the Jessamine [286]*286Circuit Court were entered to that effect. This appeal followed. The question presented here is whether the Jessamine Circuit Court properly ruled that KRS 394.-095, effective 1970, served to revoke the entire will of Edith Staton when said will was executed before the enactment of the statute.

Appellants’ first argument is that in denying probate of Edith Staton’s will, the court gave retroactive application to KRS 394.095. The will in question was executed in 1967, KRS 394.095 was enacted in 1970, and the divorce occurred in 1972. It is the appellants’ contention that KRS 394.095 should be applied only prospectively, so that the automatic revocation would apply only to wills executed after 1970, the date of the enactment of the legislation. In support of their argument, the appellants rely on Article 1, Section 10, of the Constitution of the United States of America and Section 19 of the Constitution of the Commonwealth of Kentucky which prohibit the states from passing any ex post facto law. In addition, KRS 446.080(3) states, “No statute shall be construed to be retroactive, unless expressly so declared.”

The precise question of whether KRS 394.095 should apply to wills executed before the enactment of the statute has never been addressed in Kentucky. Appellants rely on two cases from foreign jurisdictions which hold that statutes revoking wills upon divorce do not apply retrospectively. However, as the appellee points out, in neither case did the statutes involved contain language applying to “every will” as in the Kentucky statute.

Champaign County Bank and Trust Company v. Jutkins, 29 Ill.2d 253, 193 N.E.2d 779 (1963), construed an Illinois statute which applies not to all wills, but to individual wills. It provides that every testator may choose whether the statute is to apply to his or her will. The court in Champaign noted that the legislature can make laws with retrospective operation where such is clearly intended, but that “nothing in the statute before us suggests that the legislature intended it to apply to wills executed before it became effective.” Id. 193 N.E.2d at 782.

The remaining case cited by appellants, De Mars v. Slama, 91 Nev. 603, 540 P.2d 119 (1975), is similar to the Champaign case in that the Nevada statute therein construed does not contain such words as “every will” or “all wills”. To the contrary, the Nevada statute indicates that the Nevada legislature did not intend for its statute to be applied retroactively. The statute provides that divorce revokes devises to former spouses in a will executed prior to divorce, unless a different provision is made during the divorce proceedings by the parties with the approval of the court or by the court alone.

Appellee cites the case, Friedman v. Cohen, 215 Ga. 859, 114 S.E.2d 24 (1960), which construed a statute similar to Kentucky’s. The Georgia statute provides that the total divorce of a testator subsequent to the execution of his will serves to revoke the will unless there is a provision contained in the will to the contrary.

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Bluebook (online)
638 S.W.2d 284, 1982 Ky. App. LEXIS 238, Counsel Stack Legal Research, https://law.counselstack.com/opinion/morse-v-alley-kyctapp-1982.