Pernot v. King

110 S.W.2d 539, 194 Ark. 896, 1937 Ark. LEXIS 284
Supreme Court of Arkansas·Decided November 1, 1937·No. 4-4777·Published·Cited by 15 cases

Opinion

GriffiN Smiti-i, C. J.

A jury in the Crawford circuit court found, from voluminous testimony and under instructions which are questioned by appellants, 'that Col. H. P. King- did not possess the mental capacity to dispose of his property by will. on March 27, 1930, at which time he executed a writing now before us.

At the time the testamentary expressions were subscribed to and witnessed, Col. King was 92 years of age. He died six years later. After directing payment of funeral and other expenses, and that all just debts be paid as expeditiously as possible, the will contains the following provisions: “I give and devise unto Rome Peevy, Isaac Peevy, George Peevy and Jesse Peevy, children of Mat Peevy and Mary Peevy, the sum of $1,000 each, said sum to be paid to each of them by my executor immediately or as soon after my death as may be done. My adopted son, Charles T. King, has given, me such trouble by violating the law and has caused me great expense. I therefore give and devise unto him the sum, of $10 as his full share of my estate. The residue of my estate, real, personal and mixed, I devise and bequeath unto the Cumberland Presbyterian Church, in the United States, for the following purposes: Fifty per cent, of said bequest to the Cumberland Presbyterian Educational Endowment Commission, a corporation of the state of Tennessee, the interest on said fund to be used by said Commission for the support and maintenance of Bethel College and the Theological School at McKenzie, Tennessee. Twenty-five per cent, to the Board of Missions and Church Erection of the Cumberland Presbyterian Church, for Home Missions. Twenty-five per cent, to the Board of Ministerial Relief of the Cumberland Presbyterian Church, for the support and-maintenance of Orphans’ and Old Ministers’ Home. I hereby nominate, constitute and appoint Sidney A. Per-not, of Yan Burén, Arkansas, to be sole executor of this my last.will and testament, and request and direct that he, as such executor, shall not be required to file any accounts current, or to do or perform any other act in the probate court touching the administration of my estate, other than to probate my last will and testament, giving to my said executor full authority, without order of court, to sell and dispose of any property, real, personal or mixed, of which I may die seized and possessed, which he may deem expedient to sell in order to pay the bequests herein made, or straighten up the affairs of my estate without undue delay. I give and devise unto the said Sidney A. Pernot the sum of $2,000 as and for his compensation for the work he shall do as executor of my estate, and direct that he withhold said sum from my estate for said purpose.”

This will was admitted to probate in common form February 26, 1936. On September 29, 1936, Charles Thomas King, who is identified in the will as an adopted son, filed Ms affidavit in the probate conrt of Crawford connty praying an appeal from tbe order admitting the will to probate, and setting np as grounds of attack that undue infMence was exercised by the principal beneficiaries in procuring execution of the will.

On October 29, 1936, Charles King filed a' supplemental affidavit for appeal, charging (in addition to the previous allegation of undue influence) that at the time the will was signed H. P. King was insane; that the testator “Was not possessed of testamentary capacity and was not mentally competent to make and execute a will.”

'On November 2, 1936, the probate court granted the appeal, and notice was duly served upon Rome Peevy, Jesse Peevy, Sybil Peevy Rye, and Sidney A. Pernot. S. A. Pernot, as executor, and ’Cumberland Presbyterian Educational Endowment Commission, Board of Missions, and Church Erection of the Chmberland Presbyterian Church, and Board of Ministerial Relief, of the Cumberland Presbyterian Church, beneficiaries under the will in question, filed their written response denying all allegations contained in the affidavits, except the allegations as to bequests in favor of such beneficiaries, and specifically denying the existence of insanity, or that undue influence was exercised.

The definition of “testamentary capacity” adopted by James A. Ballentine for use in his new law dictionary is: “The essential mental qualifications for the making of one’s will, that is, a disposing mind and memory, which is one in which the testator had a full and intelligent consciousness of the nature of the act he was engaged in; a knowledge of the property he possessed, and an understanding of the disposition he wished to make of it by his will, and of the persons and objects he desired to participate in his bounty, or a knowledge of the natural objects of his bounty. This includes a recollection of the persons related to him by ties of blood and affection, and of the nature of the claims of those who are excluded from participating in his estate.”

To the same effect, although, differently phrased, are definitions adopted by this court.. “The testator must have capacity to retain in memory, -without prompting, the extent and condition of his property, and comprehend to whom he was giving it, and he capable of appreciating the deserts and relations to him of others whom he excluded from participation in the estate.” McCullough v. Campbell, 49 Ark. 367, 5 S. W. 590; Ouachita Baptist College v. Scott, 64 Ark. 349, 42 S. W. 536; Taylor v. McClintock, 87 Ark. 243, 112 S. W. 405.

In the contest now before us it is shown that about the year 1900, IT. P. King moved to the city of Van Burén, having, prior to that time, been a citizen of Crawford county, in which Yan Burén is situated. Through close application to business, and in consequence of industry and economy, he had accumulated property of considerable value, and was regarded by his associates as a man of exceptional ability. During the period of participation by the United States in the World War — 1917 and 1918 — he converted most of his assets into cash and government bonds, and thereafter his activities embraced such duties as were incident to the investment of his funds.'

His wife, Mrs. B. E. King, owned a separate estate worth approximately $30,000, acquired as a gift from her husband. After deducting this gift from the H. P. King estate, then valued at $115,000, it was estimated that the remainder, on March 27, 1930, amounted to $85,000.

Mrs. King, who died in 1928, left a will, in which her husband was named as sole executor. To sustain their contention that II. P. King was not wanting- in testamentary capacity, appellants introduced evidence of the efficient manner in which he administered Mrs. King’s estate. The total of these transactions amounted to more than $34,000.

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Pernot v. King, 110 S.W.2d 539, 194 Ark. 896, 1937 Ark. LEXIS 284 (Ark. 1937).

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