Nugent v. Nugent's Ex'r

135 S.W.2d 877, 281 Ky. 263, 1940 Ky. LEXIS 11
CourtCourt of Appeals of Kentucky (pre-1976)
DecidedJanuary 12, 1940
StatusPublished
Cited by128 cases

This text of 135 S.W.2d 877 (Nugent v. Nugent's Ex'r) 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
Nugent v. Nugent's Ex'r, 135 S.W.2d 877, 281 Ky. 263, 1940 Ky. LEXIS 11 (Ky. 1940).

Opinion

Opinion op the Court by

Judge Pulton

— Affirming’.

The appellants, Elizabeth N. Nugent and Marian M. Nugent, contested the will of their uncle, Edward B. Nugent, basing their right to appeal on a former will, *265 ■dated in 1928, devising Ms entire estate to them. At the conclusion of all the evidence the trial court directed a verdict upholding the will and from the judgment entered on the verdict this appeal is prosecuted.

The testator was one of five brothers, Robert, Thomas, "William, Richard and Edward B., two of whom, Thomas and William, survived the testator. Richard died in 1915 after being engaged with Ms brothers in the sand business under the firm name of Nugent Sand Co., and the appellants are his children. Edward, the testator, promised Richard that he would care for his children and this promise was faithfully kept. The relation between them was almost that of father and cMldren and he lived for years with them in their home and the home of their mother, Mrs. Florence Nugent. The appellants were educated by Edward in New York and in recent years have made their horau there but the separation did not diminish the devotion between them and their uncle.

Until the year 1931, Will, Thomas and Robert owned the stock of the sand company and early in that year Robert gave Ms one-tMrd of the stock (167 shares) to Edward. In May of the same year Robert died leaving a will in which he ratified and confirmed Ms gift of the stock to Edward. Thereafter Edward, Will and Thomas conducted the business of the sand company until difficulties- and litigation arose between Will on the one side and Thomas and Edward on the other, the feeling between Will and Edward being particularly bitter. Will had been president of the company but as a result of the disagreement he was forced out and Thomas was elected president. Edward. remained a salaried officer until his death.

In 1932, Edward transferred Ms stock to Thomas, except three shares to qualify him to remain a director. During this time Edward was also engaged in the real estate business, but in 1933 became a bankrupt. (Reading between the lines, it is probable that the real purpose behind the will contest is to clear the way for an action against Thomas to set aside the transfer of the stock to him by Edward, since Edward’s estate, unless this stock were considered an asset, amounted to almost nothing.)

In January, 1935, Edward’s health had failed to such an extent that he practically ceased work and devoted himself to efforts to recuperate. These efforts *266 were fruitless and about the last of May he was admitted to St. Joseph’s Infirmary where he remained until his death on July 10, as a result of cancer of the spinal column. He was confined to his bed during all this time and for some weeks prior.to his death opiates, mostly codeine and morphine, were administered to alleviate his suffering.

The principal question to be determined on this appeal is whether there was sufficient evidence of the testator’s mental incapacity to require a submission of the case to the jury. While some mention is made in the brief of undue influence, the only testimony referred to in that connection is that of Mrs. Florence Nugent, mother of appellants, as to a statement made by Thomas on the afternoon of July 8th that “Ed will have to change that will — he will have to do different about that stock.” This isolated statement, if made, unaccompanied by any facts or circumstances showing even a reasonable opportunity on Thomas’ part to exercise undue influence over the testator, we do not regard as constituting a scintilla of evidence, even within the original and strict meaning of the scintilla rule — that is, we do not consider it as the slightest sign or trace of evidence that undue influence was actually exercised by Thomas over the testator.

To sustain their contention of the testator’s mental incapacity, five witnesses were introduced by the appellants. Elizabeth, one of the appellants, Mrs. Florence Nugent, their mother, and Mrs. Martha Nevils, expressed opinion as to the testator’s lack of capacity but a careful examination of their entire testimony discloses that their non-expert opinions were not supported by any facts or circumstances tending to confirm their opinions. Not one fact related by them tends to establish lack of capacity — such facts as they related showed only that the testator realized that he was approaching death, that he suffered greatly, that he was indisposed to conversation and appeared to be disgusted in general with the remnant of life he realized remained to him. Testimony of this character has often been held insuffi- " cient to authorize a submission of the case to the jury. See Godman et al. v. Aulick et al., 261 Ky. 268, 87 S. W. (2d) 612, and the many authorities therein cited.

Father Aloysius, a Catholic priest, who talked with the testator some days before his death, expressed the *267 opinion that he did not have “full use of his mental faculties.” Here, again, was non-expert opinion testimony open to the condemnation pointed out above and, even were this not so, it is apparent that even if the testator did not have full use of his mental faculties, he might well have had ample mental capacity to make a will. We entertain no doubts as to the insufficiency of the evidence furnished by the above named witness to require a submission to the jury under doctrine announced in Godman v. Aulick, supra, and other cases therein referred to.

We come to a more difficult question, however, in considering the testimony of Dr. Leo Block, a physician introduced by the appellants. Dr. Block was not an attending physician and never saw the testator during his illness. He must therefore be considered an expert witness, yet he was not testifying as does the usual expert to whom a hypothetical question is propounded. By agreement, the usual medical chart kept by professional nurses was introduced in evidence, showing the testator’s condition at freauent and regular intervals during his hospitalization, and showing also different alleviatory measures adopted, medicines taken and opiates administered. Dr. Block, after an examination of this chart expressed an adverse opinion of the testator’s mental capacity.' Had this physician merely expressed this opinion as the usual expert answering a hypothetical question, we would be rather inclined to conclude that his testimony, when placed in its proper setting and balanced with most cogent and convincing evidence for the appellee (to be hereafter referred to) did not furnish a scintilla of evidence requiring a submission to the jury in view of the slight weight accorded to purely expert testimony in our courts as evidenced by a long line of cases, including Kentucky Traction & Terminal Co. v. Humphrey, 168 Ky. 611, 182 S. W. 854; Dossenbach et al. v. Reidhar’s Ex’x et al., 245 Ky. 449, 53 S. W. (2d) 731, and many eases therein cited. Here, however, this expert opinion was expressed after an examination of the chart referred to, which furnished a much more solid and tangible basis as a foundation for the opinion than is furnished by the ordinary hypothetical question. We have no doubt that Dr. Block’s testimony furnished a scintilla of evidence, requiring a submission to the jury under our existing rule of practice known as the scintilla rule.

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135 S.W.2d 877, 281 Ky. 263, 1940 Ky. LEXIS 11, Counsel Stack Legal Research, https://law.counselstack.com/opinion/nugent-v-nugents-exr-kyctapphigh-1940.