Smith v. Gilligan's Adm'r

124 S.W.2d 798, 276 Ky. 533, 1939 Ky. LEXIS 558
CourtCourt of Appeals of Kentucky (pre-1976)
DecidedJanuary 27, 1939
StatusPublished
Cited by5 cases

This text of 124 S.W.2d 798 (Smith v. Gilligan's Adm'r) 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
Smith v. Gilligan's Adm'r, 124 S.W.2d 798, 276 Ky. 533, 1939 Ky. LEXIS 558 (Ky. 1939).

Opinion

Opinion of the Court by

Judge Ratliff

Reversing.

Anna B. Grilligan died a citizen and resident of Louisville, Kentucky, on the 21st day of March, 1936, at the age of about 80 years. She had previously resided at Watson, Indiana, where she. was engaged in the mercantile business and also postmistress for approximately 40 years. In 1928 she sold her business and moved to Louisville and purchased a home and another house and lot. She lived alone most of the time until August, 1935, *535 at which time she became confined to her bed suffering from Bright’s Disease and other complications. The appellant Mary E. Reddington, who was á second cousin of decedent, was employed to nurse her. The other appellant, Anne Reddington Smith, is a sister of Mary E. Reddington. These appellants were related to decedent through her mother and the only kin on her mother’s side. She left no children or other lineal descendants. Anna Hines, Catherine Hines and Mary Klein claim to be related to decedent through her father, though there is some conflict in the evidence as to whether they were actually related by blood or by marriage only.

On September 5, 1935, Charles M. Gipperich, Trust Officer of the Liberty National Bank & Trust Company, was called to the home of decedent for. the purpose of writing her will. There is apparent conflict m the evidence as to who called Mr. Gipperich to the home of decedent but it is fairly well established by Gipperich’s evidence that Anne Reddington Smith called him. When he arrived at decedent’s home and the making of the will was mentioned, the decedent said that she did not want to make a will or was not ready to make a will. According to the. evidence of appellants, Mrs. Klein-then engaged in an argument with decedent insisting that she make a will and that if she did not do so certain undesirable neighbors would get the house in which decedent lived which was built on what was formerly the back-end of the lot of Mrs. Klein’s home, and that she, Mrs. Klein, would have to sell her property at an- inadequate price or give it away because she would not live near the undesirable people referred to. On the other hand, Mrs. Klein insists that appellant Mrs. Smith insisted on decedent making the will. However, there was pressure brought to bear on decedent to make a will by one of the appellants or appellee, or perhaps both, and decedent then made her will. Under the will, after one or two small bequests were made, Mary Klein, Anna Hines and Catherine Hines were bequeathed the house in which decedent lived and appellants were bequeathed another house which decedent owned and the rest of her estate was divided equally between the five — the two appellants and Mary Klein, Anna and Catherine Hines.

According to the evidence of appellants, after Mr. Gipperich had written the will on September 5th, and had gone back to the bank, decedent said, “I wish Mary *536 Klein would mind her own business; I never wanted a will and if it bad not been fQr ber coming in here and fussing with me like sbe did I never would bave made it.” Sbe then directed Mrs. Smith to call Mr. Gippericb to come back tbe next day, September 6th, wbicb be did, and another will was written, at wbicb time Mrs. Klein and appellants were present. That will is not in tbe record but it appears from tbe evidence that it was substantially tbe same as the former one, of September 5th, in that decedent again devised one bouse and lot to appellants and tbe other to Mary Klein and tbe Hines girls, and again directed that the remainder of ber estate be equally divided among tbe five. As will be seen later, it appears that at tbe time decedent executed tbe last will sbe directed that the first will which bad been taken to the bank by Mr. Gipperich be destroyed or returned to ber. In any event, it appears that when decedent executed tbe last will, September 6th, sbe intended it to be ber only will.

Tbe decedent being physically unable to attend to ber business, sbe executed to appellant Mrs. Smith a general power of attorney to transact ber banking business. It appears that sbe was authorized to and did withdraw certain securities of decedent, sold them and deposited tbe cash to decedent’s credit and perhaps made other withdrawals and redeposits-, etc. However, these transactions are not in question except they are stressed by appellee as evidence of agency, confidential relations, etc., existing between decedent and appellants.

On or about Novmber 20, 1935, apparently at tbe direction of decedent, Mrs. Smith withdrew from tbe bank or decedent’s deposit box $6,000 in cash and $4,000 in Government bonds and took them to decedent’s home and delivered them to ber. Sbe kept this money and bonds there at ber home until tbe evening of December 24, 1935, at wbicb time in tbe presence of three people, other than appellants, tbe decedent stated that sbe knew she could not get well and that it would be ber last Christmas on earth and she wanted to give away ber property to those whom sbe wanted to bave it while sbe was yet alive, because sbe did not want anyone fighting over it after sbe was gone. Decedent then reached under ber pillow and took out an envelope containing $4,000 in bonds, banded $2,000 of same to Mrs. Smith and $2,000 to Miss Reddington, and $3,000 cash to each *537 of them. She told them that she was giving them everything she had and that she wanted them to have it. She advised them to take eare of it and nse it wisely and stated that she knew Mrs. Smith and Miss Reddington wonld take care of her as long as she lived. It appears that appellants retained possession of the property thus delivered to them and decedent never thereafter exer-cisd any control over it. It is virtually conceded that the above transaction constituted all elements of a gift inter vivos and passed title to the property, but for other reasons which we will later discuss.

On December 30th, or six days after the above alleged gift, decedent directed one of appellants to call William Alpha Hubbard, an attorney, to her house to write a codicil to her will. Mr. Hubbard responded to the call and took with him John H. Goranflo, a stenographer, and upon their arrival at decedent’s home she told them in substance that she had made a will on September 5th, and on September 6th, had made another will, and that the will of September 5th had been destroyed i that she wanted to revoke the will of September 6th and that she had given away all her property except two pieces of real estate, a mortgage note and some household furniture; that she desired to give away everything she had while she was living to those who had been good to her so that people would not be fighting oyer it after she was gone. She further stated that the will of September 6th, which she said was at the Liberty Bank, was the only will in existence; that she had had Mr. Gipperieh destroy the will of September 5th.

Thereupon Mr. Hubbard prepared for decedent the following writing:

“Codicil Revoking Last Will and Testament '1 .# #
“Know All Men by These Presents, that I, Anna B.

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Related

Bastin v. Smith
282 S.W.2d 611 (Court of Appeals of Kentucky, 1955)
Combs v. Peoples Bank
230 S.W.2d 475 (Court of Appeals of Kentucky, 1950)
Proffitt v. Hardigree
209 S.W.2d 496 (Court of Appeals of Kentucky (pre-1976), 1948)
Martin v. Martin
150 S.W.2d 696 (Court of Appeals of Kentucky (pre-1976), 1941)
Scherzinger v. Scherzinger
132 S.W.2d 537 (Court of Appeals of Kentucky (pre-1976), 1939)

Cite This Page — Counsel Stack

Bluebook (online)
124 S.W.2d 798, 276 Ky. 533, 1939 Ky. LEXIS 558, Counsel Stack Legal Research, https://law.counselstack.com/opinion/smith-v-gilligans-admr-kyctapphigh-1939.