Russell v. Tyler

6 S.W.2d 707, 224 Ky. 511, 1928 Ky. LEXIS 642
CourtCourt of Appeals of Kentucky (pre-1976)
DecidedMay 15, 1928
StatusPublished
Cited by21 cases

This text of 6 S.W.2d 707 (Russell v. Tyler) 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
Russell v. Tyler, 6 S.W.2d 707, 224 Ky. 511, 1928 Ky. LEXIS 642 (Ky. 1928).

Opinion

Opinion of the Court by

Judge McCandless

Affirming.

A paper purporting to be the last will of Mrs. Margaret Hawes Clarke ivas duly proven by the attesting witnesses and probated in the Daviess county court. Claiming that this paper had been revoked by the decedent, her heirs at law appealed to the Daviess circuit court, where a directed verdict and judgment was entered in favor of the will, and contestants have appealed. *513 The original instrument is made a part of the record in this court. It consists of four typewritten pages and cover attached by a metal clip. The first page consists of a short preamble typed on about one-fifth of a sheet of paper, from which the remainder of the sheet has been cut or torn. - The first paragraph on the second page is numbered 3, and the language of the instrument shows an ellipsis at the place where the paper is sundered. As thus probated the will reads:

“I, the undersigned, Margaret Hawes Clarke, being of sound mind and disposing memory, but mindful of the uncertainty of life, do hereby make and publish the following as my last will and testament:
“3. After all my debts are paid and the fore going bequests made, I bequeath and devise the residue of my estate to Edward II. Clarke as trustee to be held in trust by him and used and expended by him, according to his own best judgment for the benefit of a Young Women’s Christian Association of Owensboro, Kentucky, after such an association shall be properly organized in Owensboro, said trustee to be the sole judge as to whether any such association that may be started in Owensboro is properly organized and worthy of said bequest and as to how and when and for what purpose said residue is to be used and expended, except only that it is to be expended in his best judgment for the benefit of a Young Women’s Christian Association in Owensboro, Kentucky.
.“4. I hereby nominate and appoint Edward H. Clarke as executor of this my last will and testament and request and direct that no bond be required of him and that no appraisement or inventory of my estate be made.
“5. The said Edward H. Clarke both as executor and as trustee as above set out, shall have and is hereby given, full power and authority to manage and control according to his best judgment, any and all of my estate which may be at any time in bis hands and to sell or otherwise dispose of same and convert same into money whenever in his judgment it shall be best to do so, and to reinvest all or any part thereof in any way that he may see fit and to at any time change any investment; and any pur *514 chaser or transferee to whom the said executor or trustee may sell or transfer any part of my estate, shall take a good title thereto and shall not he required to look to the application of the proceeds.
“6. I wish to be buried by the side of my sister Ella in the Hawes burying ground and a proper stone erected at my grave.
“In testimony whereof I do hereby subscribe my name in the presence of the two witnesses named below this — day of December, 1917.
“Margaret H. Clarke.”

It appears that Mrs.’Clarke was a widow 71 years of age residing in the Fredericka Apartments in Owensboro. This paper was found in a dresser drawer in her room a short time after her death, in an unsealed envelope marked, “Will of Margaret H. Clarke.” C. W. Wells, an attorney, testifies that he drew the original will of Mrs. Clarke in December, 1917, from a memorandum prepared by herself and retained a carbon copy which he produced on the trial and which is identical with the paper probated, except that the first page of the copy included clauses 1 and 2, provisions eliminated from-the instrument as probated. These clauses read:

“1. I give and bequeath to James D. Eussell my secretary and bookcase that is now at his home, and to Mildred his wife, my sewing machine which she now has in use; to James L. Hawes with my dear love, my teacher’s Bible that I use all the time; to the daughters of my sister, Eliza N. T;fler, and her daughter-in-law Maggie S. Tyler, and the daughters of my brother, George T. Hawes, my clothing and other tangible personal property in my rooms and trunks, and in E. H. Clarke’s attic and at James D. Eussell’s home, to be divided among them share and share alike; to Mary C. Timberlake, Lula C. Bright, Pattie C. Gilbert, Nancy C. Parrish, Janie T. Clarke, Marguerite H. Clarke, Anna Noble, Lou Gordon and Margaret H. Noble, my dearly loved great nieces, and to Eloise P. Hawes, my sister-in-law, the sum of twenty-five ($25.00) dollars each; to my loved Walnut Street Baptist Church, Owensboro, Kentucky, one hundred dollars.
“2. I desire and direct that one hundred dollars be turned over to and held by Misses Sue and Carey Hawes to be held by them in trust and the *515 income thereof used by them to take care of my family graves and to help take care of the Hawes burial ground in which said graves are located. Said money is to be held by them and invested in their discretion and they are not to be required to report to any one or to settle with any one 'with reference to said fund. ’ ’

Mr. Wells further testified that, after drawing the will, he explained to Mrs. Clarke how it should be executed and witnessed, and delivered it to her before this was done, and there is no direct evidence, showing when clauses 1 and 2 were removed.

On the trial in the circuit court the contestants offered to prove by J. D. Bussell, a nephew and one of the heirs at law of Mrs. Clarke, that on Sunday before her death on Wednesday he called on the decedent at her request, and she told him: “James, I have destroyed my will by tearing it or cutting it. I want you to get Clarence Wells to write me a will. Will you get him to come around here Monday ? ’ ’ He told her that he would, and she continued: “I have destroyed my will; the Hawes girls (her nieces) are destitute in a way; they have lost their money, and I want to leave my estate to them.” She said further that she thought “charity ought to begin at home.” Witness left about 11 o’clock. The next morning he consulted with her physician, who told him that she was unable to make a will, and she died on Wednesday following.

The court sustained an objection to his testimony ánd it is earnestly insisted that this was error. The competency of his evidence depends on (1) the admissibility of the evidence; (2) Mr. Bussell’s competency as a witness.

1. As we have seen, the language of the will shows the elimination of two paragraphs on the first page. If this was done before execution, it could have no effect on the validity of the will, but, as indicated above, the will was drawn from a memorandum made by testatrix. She and her attorney had different conversations about it and it clearly appears that it was in the form she desired; and, as the will was executed shortly thereafter without any intimation to the attesting witnesses of any change therein, we may infer that the alteration was made after its execution. Proceeding on this assumption, as the instrument remained in the *516

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Bluebook (online)
6 S.W.2d 707, 224 Ky. 511, 1928 Ky. LEXIS 642, Counsel Stack Legal Research, https://law.counselstack.com/opinion/russell-v-tyler-kyctapphigh-1928.