Rose v. Reese

160 S.W.2d 614, 290 Ky. 356, 1941 Ky. LEXIS 5
CourtCourt of Appeals of Kentucky (pre-1976)
DecidedDecember 19, 1941
StatusPublished
Cited by2 cases

This text of 160 S.W.2d 614 (Rose v. Reese) 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
Rose v. Reese, 160 S.W.2d 614, 290 Ky. 356, 1941 Ky. LEXIS 5 (Ky. 1941).

Opinion

Opinion op the Court by

Van Sant, Commissioner

— Reversing.

William J. Moore departed this life on October 13, 1936, a resident of Knox county, Kentucky. Shortly thereafter his sister, Ethel Rose, appellant herein, was appointed administratrix of his estate. At the time of his decease Mr. Moore had approximately $1,000 cash and owned a small boundary of land situate in Knox county. He had no other property or money. On January 21, 1938, appellant, in her representative capacity, instituted this action °against appellees, next of kin to deceased, seeking a settlement of the estate and praying that she be adjudged to be the owner of the entire estate, including both real and personal property, by reason of a verbal contract entered into between her and deceased, which was later reduced to writing, and, which reads:

“Corbin Ky.
“May 8. 1935.
“To Who It May Concern
“that I want all personal property and real estate go to my sister Ethel at my death according to our contract to witch she agreed to nurse and wait on me as long as I live.
“W. M. J. Moore.”

The defendant filed a joint answer denying the allegations of the petition and in the second paragraph alleged that plaintiff and her husband lived in the home of her deceased brother and that deceased paid the living expenses of the household; that on account of her re *358 lationsMp to Mm there rested upon her the duty of doing all that she did for him and that he paid her in full for same in his lifetime. In paragraph 3 defendants asked that plaintiff be required to account for the money which ■came into her hands as administratrix. In paragraphs 4 and 5 they allege certain matters in respect to the distribution of the estate which it is unnecessary for us to discuss in view of the conclusions hereinafter expressed. The evidence was taken on depositions and submitted to the Honorable Robert R. Friend of Irvine, Estill county, Kentucky, as special judge, who rendered judgment declaring the written contract to be void because in the judgment of the chancellor it was not executed by deceased. He allowed the sister the sum of $150 for services rendered deceased in the last few years of his life.

The first question for our determination is whether the evidence justifies the chancellor’s finding that Mr. Moore did not sign the writing. If that question should be answered in the negative, it then will be necessary to determine whether the services reqMred of her by the terms of the contract were fully performed.

While the question as to the existence or execution of the contract was one for proper submission to a jury, the case was prepared and treated in its entirety as an equitable action, and though we have held that in an ordinary action where the right to trial by jury is waived and the case submitted to the court on law and facts, its finding in regard to the facts will be given the weight of a properly instructed jury, Southern R. Co. v. Frankfort Distillery Co., 233 Ky. 771, 26 S. W. (2d) 1025, certiorari writ denied 282 U. S. 868, 51 S. Ct. 75, 75 L. Ed. 767; May v. Ken-Rad Corp., 279 Ky. 601, 131 S. W. (2d) 490, we have, nevertheless, as consistently held that in equity cases, if the Court of 'Appeals entertains no more than a doubt as to the correctness of the chancellor’s findings, the judgment will be approved, but if the evidence furnishes more than a doubt as to the correctness of the chancellor’s findings, the judgment will be reversed. Crowley v. Ballard, 279 Ky. 484, 131 S. W. (2d) 463. We further are committed to the rule that although the issue involved is one it was proper to submit to a jury, nevertheless if the case was prepared and tried as an equitable action, it will be treated as such on appeal and the rule applicable to strictly equitable cases will control. Crowley v. Ballard, supra; Chesapeake & O. R. Co. v. Johnson, *359 218 Ky. 550, 291 S. W. 744. The reasons for adopting a ■different rule in ordinary actions from that adopted in equity actions is obvious. In ordinary actions the jury -or court has an opportunity to see the witnesses and observe them as they testify, and for that reason is in better position than we to determine the truth; but where the case is prepared by depositions and the trial judge •does not have the opportunity to observe the witnesses and hear them testify, he has acquired no added advantage over this court in arriving at the truth, unless it be, perhaps, that he might be better acquainted with the witnesses. But even that advantage is not held by the chancellor in this case, because he was a stranger to the community.

It is earnestly contended by appellees that the contract sued on is an instrument which took effect upon the death of Mr. Moore and therefore was in the nature of a will, and, not being properly witnessed and not being in the sole handwriting of the deceased, it is a nullity. But with this contention we cannot agree. It is a contract for services rendered the deceased. Had the deceased bequeathed and devised the property to appellant, the contract wmuld have been fulfilled, but since no will was executed, appellant is entitled to have the obligation of the contract performed, if the evidence is sufficient to establish the contract to have been entered into and performed on the part of Mrs. Rose. • For a determination •of these questions we must look to the evidence.

For 6 years immediately preceding his death Mr. Moore was afflicted with a serious heart- trouble, and was unable to engage in any profitable occupation. His condition required the attention of a nurse. At the commencement of the period of disability the appellant and her husband moved into Mr. Moore’s home. The evidence for appellees was to the effect that appellant did not treat her brother well and did'not care for him properly ; that she deserted him often, for as long as 3 weeks at one time, and that Mr. Moore paid all of the living expenses. All of this evidence was introduced by testimony of the individual appellees and is totally unsupported by facts or circumstances related by neighbors and disinterested friends of the deceased. Appellant introduced 2 physicians who attended the deceased in his illness, one of whom made 67 and the other 12 visits to the home in the last 5 years. They testified that it was necessary *360 for Mr. Moore to have the constant care of a nurse, and that his sister took excellent care of him, kept him neat and clean, and as comfortable as possible under the circumstances ; on each visit to the home she was in attendance upon him; and one of them testified she came to his office a great number of times to obtain medicine to administer to him. The groceryman with whom they dealt testified that the Roses paid the 'bills. Many other disinterested witnesses testified that they were intimately acquainted with Mr. Moore, that they called upon him frequently; and, on all those occasions, Mrs. Rose was in constant attendance upon him, nursed him during the entire time he was ill, cooked his meals, and served them to him when he was required to remain in bed. Several testified that Mr. Moore in his lifetime told them that Mrs.

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Bluebook (online)
160 S.W.2d 614, 290 Ky. 356, 1941 Ky. LEXIS 5, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rose-v-reese-kyctapphigh-1941.