Protheroe v. Davies

89 P.2d 890, 149 Kan. 720, 1939 Kan. LEXIS 120
CourtSupreme Court of Kansas
DecidedMay 6, 1939
DocketNo. 33,825
StatusPublished
Cited by18 cases

This text of 89 P.2d 890 (Protheroe v. Davies) is published on Counsel Stack Legal Research, covering Supreme Court of Kansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Protheroe v. Davies, 89 P.2d 890, 149 Kan. 720, 1939 Kan. LEXIS 120 (kan 1939).

Opinion

The opinion of the court was delivered by

Dawson, C. J.:

This was an action to contest the validity of the last will and testament of the late Mrs. Mary Davies of Osage county. The will was admitted to probate and this action followed:

Plaintiffs are a daughter and son of the testatrix. Defendants are another son and daughter, and the third defendant is the executor named in the will. One son’s wife is also a defendant.

[721]*721It is necessary to an understanding of this lawsuit to narrate some matters of family history which appear in the record. The late David 0. Davies and Mary Davies, his wife, came from Wales, and settled in Osage county many years ago.. They accumulated 1,000 acres of land, which was held in David’s name. They reared a family of four children; — Mary, Jacob, Margaret and Dan. One of their farms was called the old home place. About 1900, however, a new farm home was established on another tract of land, and on it Mr. and Mrs. Davies resided until 1923, at which time David’s mind became deranged. At first he was taken to a hospital in Emporia, but later was confined to the Topeka state hospital. He never recovered his sanity, and died in 1930. During the long period of David’s incapacity, his two sons, Jacob and Dan, were the guardians of his estate, and W. W. Parker, one of the defendants, served them as attorney from 1923 to 1930. Following the father’s death, Jacob and Dan were appointed administrators of their father’s intestate estate, and in that capacity Parker continued to act as their attorney until the estate was settled and closed on July 19, 1932. The Davies’ lands were amicably divided pursuant to the advice and supervision of E. H. Rees, an Emporia attorney, who spoke the Welsh language and enjoyed Mrs. Davies’ confidence. In this amicable division, the mother received about half the value of her husband’s estate and the four children the other half. In this apportionment of lands the mother received the new home place of 140 acres and 240 acres of other land. Each of her children received certain tracts of land and gave her their several notes for various amounts agreed upon to equalize the estimated value of the lands apportioned to them and to satisfy various items of debts they owed their father’s estate, thus:

Jacob and Dan got 320 acres jointly, and Jacob gave his mother his interest-bearing note for $2,260, and Dan gave his mother his similar note for $3,000.

Mary (Mrs. W. O. Jones) got 160 acres and gave her mother her interest-bearing note for $220.

Margaret (Mrs. I. H. Protheroe) got the old family homestead of 140 acres, and gave her mother her interest-bearing note for $600.

It was conceded in this lawsuit, and so found by the trial court, that this family settlement and division of the father’s lands was fair and satisfactory to all concerned. The requisite instruments to effect that settlement were executed and exchanged in June, 1932. [722]*722The agreed value of each child’s share was $5,380, and on that basis the mother’s share was $21,520. It is that share which in its turn became the estate of the mother and which is involved in this contest of the mother’s will.

At the time of the family settlement the mother was seventy-five years old. She occupied two downstairs rooms of her farmhouse with a hired attendant. She was crippled and could only get about with the aid of crutches or in a wheel chair. Occasionally she was taken for an outing in an automobile. Her native speech was Welsh, which she read and spoke readily. She was a woman of good intelligence and alert mind, but she read and spoke English with difficulty and understood it only if it was spoken slowly.

Her son Dan and his wife occupied the remaining portion of the mother’s house. Dan operated his mother’s farm, managed her affairs, and handled her bank account. He employed the succession of attendants who waited on his mother. At one time the mother had a separate telephone connection, but that was cut off, and her only practical means of communicating with her other children or friends was by means of. her son’s telephone which was not always convenient to use.

The daughter Margaret (Mrs. Protheroe) had an invalid son, the care of whom prevented her visiting her mother to some extent. Another reason for her infrequent visits was that her brother Dan was disagreeable toward her. On one occasion when she was at her mother’s home he cursed her, saying, “Damn you, there is the road.” While the testimony to that effect was disputed, the trial court expressly found it to be true.

Shortly after the family settlement of the father’s estate, but before that estate was formally wound up in the probate court, it seems that in some way the mother signified to Dan or Jacob or to both of them her willingness to make a will, and that she wanted attorney E. H. Rees to draw it for her. In the small town of Reading, not far from the Davies properties, there was a bank operated by one D. Willis Jones. Dan Davies was a debtor of that bank. W. W. Parker, defendant herein, had been attorney 'for that bank. Dan did not want to carry out his mother’s desire to secure Mr. Rees to draw her will. Jacob also held that attitude. He and Dan asked'D. Willis Jones, the Reading banker, to draw their mother’s will. They told him their mother wanted lawyer Rees to draw it, but that they thought Rees would favor their sister Margaret. Jones [723]*723declined to draw the will, and advised that they get W. W. Parker to draw it, and said he, Jones, would serve as an attesting witness.

Accordingly Jacob and Dan went to Emporia, some fifteen or twenty miles away, and called on Mr. Parker, and informed him that their mother wanted to make a will, that she wanted Mr. Rees .to draw it, but that they desired Parker to come out and draw the will. Accordingly, on June 22, 1932, Parker went to the home of Mrs. Davies, accompanied by D. Willis Jones, the Reading banker. Parker drew some sort of will and he and Jones signed it as attesting witnesses.

Some three weeks later Jacob and Dan made another trip to Emporia. Dan called on Parker and told him his mother wanted to change her will. Parker agreed to come out again, and made a memorandum on his office calendar by writing “Davies” on a certain date. Jacob happened to call on Parker later in the day, and noticed the word “Davies” marked on the calendar and asked its meaning. Parker informed Jacob of what Dan had told him. On July 11 Parker and Jones, the Reading banker, again called on Mrs. Davies. On that occasion Jacob and Dan were both on hand. The evidence tended to show that the principal change to be made in this second will was in relation to the devise of the new home place. The first will seems to have devised a life estate in it to Dan, but made no provision for Dan’s wife if she should survive him. Be that as it may, a second will was drawn and attested by Parker and Jones, the banker. In both the first and second wills D^n and Jake were named as executors. However, even this second will was not to stand for long. Within a few weeks Dan got Parker and Jones to come out to his mother’s home a third time and draw and witness a third will. Jacob knew nothing of this third will. Margaret had been kept in complete ignorance of the making of all these wills. This third will is the one of present concern. It reads:

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Cite This Page — Counsel Stack

Bluebook (online)
89 P.2d 890, 149 Kan. 720, 1939 Kan. LEXIS 120, Counsel Stack Legal Research, https://law.counselstack.com/opinion/protheroe-v-davies-kan-1939.