Phillips' ex'r v. Phillips' adm'r

81 Ky. 328, 1883 Ky. LEXIS 69
CourtCourt of Appeals of Kentucky
DecidedOctober 11, 1883
StatusPublished
Cited by25 cases

This text of 81 Ky. 328 (Phillips' ex'r v. Phillips' adm'r) 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
Phillips' ex'r v. Phillips' adm'r, 81 Ky. 328, 1883 Ky. LEXIS 69 (Ky. Ct. App. 1883).

Opinion

JUDGE HINES

delivered the opinion of the court.

This is a contest as to which of two papers is the true and last will of D. M. Phillips. The paper purporting to have been executed in 1869 gives the property to the nominated executor, J. G. Phillips, in trust for the son of D. M. Phillips, and in case of his death, to certain charitable uses. The-other paper, executed after the death of the testator’s son in 1877, gives the estate to B. H. Ray and Ben. Doom, nephews of the testator, and nearest of kin, to whom the estate would have passed in case of intestacy. The J. G. Phillips, the nominated executor in the will of 1869, offered it for probate, when he was met by appellees with the claim that the will of 1877, which, in terms, revokes all other wills, was the last and true will of D. W. Phillips. The will of 1877 was admitted to probate, whereupon appellant, J. G. Phillips, as nominated executor, appealed to the common pleas court, where the question as to which of the two papers, if either, was the will of D. W. Phillips, was submitted to a jury, and a finding had in favor of the will of 1877. From that finding this appeal is taken.

The issue below wag, whether the testator was of sound mind, and whether the will of 1877 was obtained by undue influence.

The record contains some two thousand pages, with much conflicting evidence; but after a careful reading and consideration of it, we arrive at the conclusion that the weight of the evidence is in favor of the sanity of the testator at the time of the execution of the will of 1877, and that no undue influence operated to secure its execution; but if we were [331]*331not satisfied of this, we could not disturb the verdict of the jury unless the weight of the evidence was flagrantly against the finding of the jury, as verdicts in will cases are to be treated in this court as verdicts in other cases.

The one hundred and sixty-nine assignments of errors in this case may be condensed and stated, in substance, as follows :

First. That the court should not have submitted the issue on each of these wills to the same jury, as it is claimed^the field of testimony necessary to go over on these two issues was so great as to create confusion in the minds of the jury.

Second. That it was error to allow the devisees, B. H. Ray and Ben. Doom, to testify.

Third. That the court erred in various instances in the admission and rejection of evidence.

Fourth. Errors in giving and refusing instructions.

Fifth. In giving personal judgment against appellant, J. G. Phillips, for cost.

As to the first assignment, we think the court below pursued an eminently wise and proper course in submitting the issue of will or no will, as to each of these papers, to the same jury, and acted properly in the method of introducing testimony to sustain or overthrow.

The second objection, that the devisees, Ray and Doom, were permitted to testify, has been repeatedly decided in favor of their competency. (Milton v. Hunter and Cave v. Cave, 13 Bush, 163 and 453; Flood v. Pragroff, 79 Ky., 614.)“

The third point covers the admission and rejection of evidence in a great number of instances. We have examined them all, and while, in several cases, we find technical errors [332]*332both in the admission and rejection of evidence, there is nothing to materially injure or prejudice appellants, and we will therefore not discuss them in detail, as it would be a useless consumption of time.

The principal complaint on the fourth point is, that the court did not correctly define to the jury that soundness of mind necessary to the valid making and execution of a will. The court defined it as follows:

"That soundness of mind in making a will is capacity to know by the testator his legal heirs, and his estate, and to dispose of the same in a rational manner, according to a fixed purpose of his own.”

This is the same instruction, (Jin substance, that was given and approved in Tudor v. Tudor, 17 B. M., 391, and which has been, so long and so repeatedly indorsed by this court, that we are not inclined to disturb it, although it be possible to get an instruction with more technical accuracy. It is not calculated to mislead the jury, and that is reason enough for allowing it to remain as it is. (Wise v. Foote, Op. Feb. 5, 1883, 4 Law Rep., 645.)

The instructions given by the court as to insane delusions and undue influence accord with our view of the law and with the repeated rulings of this court. An attempt at a fuller and more accurate definition of any of these words would more probably mislead and confuse the average juror than enlighten him.

Many of the instructions asked for by appellants and refused were in reference to the weight to be given certain portions of the evidence, and as to the presumptions to flow from given relations between the parties and the testator. Many of them are, abstractly, good law, and would be applicable if the court were to determine the facts as well [333]*333as the law; but they are not applicable under our system, where the law is for the court and the facts for the jury. In such cases undue prominence should not be given in the instructions to any fact or circumstance proven in the case. When the evidence is determined by the court to be competent, it goes to the jury for them to weigh.

The question presented by the fifth point requires more elaborate treatment than any of the others.

If the provisions of the General Statutes in regard to cost generally apply to the cost- of a nominated executor who fails, when acting in good faith and upon reasonable grounds, to secure the probate of the will in which he is named as executor, then the judgment of the court below adjudging against him personally the costs is correct, otherwise not. That the provisions in reference to costs apply generally to civil and equitable actions, and not to a case like this, we think is clear.

Section 12 of chapter 26, General Statutes, provides that 1 ‘ the party succeeding in any civil action, on the merits or otherwise, shall recover costs, unless differently provided in this chapter.”

The 13th section makes provision for taxation of costs in equity actions. The 17th section is as follows:

' ‘ A personal representative, plaintiff or defendant in any action, shall, if unsuccessful, be adjudged to pay costs as other litigants. The judgment for costs in such cases shall only be against the assets which have or may come to his hands.”

Nowhere in this chapter are nominated executors referred to, unless this last quoted section refers to them; but that it does not is clear from section 1, article 1, chapter 39, which is as follows:

[334]*334“The person named in á will as executor of'it shall not act as such to any extent until the will, or an authenticated copy of it, is admitted to record, and he has executed bond and taken the oath required by law in the court in which the record is made; but he may provide for the burial of the testator, pay the reasonable funeral expenses, and take cafe of and preserve the estate.”

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

Related

Huff v. Huff
98 S.W.2d 442 (Court of Appeals of Texas, 1936)
Daly v. Moran
75 S.W.2d 1041 (Court of Appeals of Kentucky (pre-1976), 1934)
Douglas' Administrator v. Douglas'
48 S.W.2d 11 (Court of Appeals of Kentucky (pre-1976), 1932)
Marshall's v. Pogue
11 S.W.2d 918 (Court of Appeals of Kentucky (pre-1976), 1928)
Russell v. Tyler
6 S.W.2d 707 (Court of Appeals of Kentucky (pre-1976), 1928)
McCannon v. McCannon
2 S.W.2d 942 (Court of Appeals of Texas, 1927)
Palmer v. Smith
276 S.W. 1055 (Court of Appeals of Kentucky (pre-1976), 1925)
Louisville Trust Co. v. Fidelity & Columbia Trust Co.
272 S.W. 759 (Court of Appeals of Kentucky (pre-1976), 1925)
Wilson v. Wilson
221 S.W. 874 (Court of Appeals of Kentucky, 1920)
McMillen's Exors. v. McElroy
217 S.W. 927 (Court of Appeals of Kentucky, 1920)
Caddell's Heirs v. Caddell's
194 S.W. 541 (Court of Appeals of Kentucky, 1917)
Kelly v. Kennedy
158 N.W. 395 (Supreme Court of Minnesota, 1916)
Doan v. Herod
104 N.E. 385 (Indiana Court of Appeals, 1914)
Davison v. Sibley
79 S.E. 855 (Supreme Court of Georgia, 1913)
Dodd v. . Anderson
90 N.E. 1137 (New York Court of Appeals, 1910)
McDaniel v. Hansen
124 N.W. 929 (Nebraska Supreme Court, 1910)
Lowry v. Southern Railway Co.
117 Tenn. 507 (Tennessee Supreme Court, 1906)
Fillinger v. Conley
72 N.E. 597 (Indiana Supreme Court, 1904)
Folks v. Folks
54 S.W. 837 (Court of Appeals of Kentucky, 1900)
In re the Judicial Settlement of the Account of O'Niel
1 Mills Surr. 218 (New York Surrogate's Court, 1899)

Cite This Page — Counsel Stack

Bluebook (online)
81 Ky. 328, 1883 Ky. LEXIS 69, Counsel Stack Legal Research, https://law.counselstack.com/opinion/phillips-exr-v-phillips-admr-kyctapp-1883.