Walker v. Hibbard

215 S.W. 800, 185 Ky. 795, 11 A.L.R. 832, 1919 Ky. LEXIS 379
CourtCourt of Appeals of Kentucky
DecidedNovember 7, 1919
StatusPublished
Cited by19 cases

This text of 215 S.W. 800 (Walker v. Hibbard) 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
Walker v. Hibbard, 215 S.W. 800, 185 Ky. 795, 11 A.L.R. 832, 1919 Ky. LEXIS 379 (Ky. Ct. App. 1919).

Opinion

[797]*797Opinion of the Court by

Chief Justice Carroll

Affirming.

The following paper was probated in the Kenton county court as the last will of Mame S. Long, who died in December, 1917, but on appeal to the circuit court, the law and facts being submitted by consent of parties to the judge, the decision of the county court was set aside and the paper rejected as a will:

“June 8th, 1917.
“Dear Aunt Mintie:—

On Sunday evening I go to St. Elizabeth’s Hospital to have a slight operation. I do not anticipate any trouble, but one never knows. If anything should happen to me, I want you please to do this for me. See that everything I have in the world goes to George B. Gomersall. He is dearer to me than anything in this world, and he deserves it. You may think this is too much, but I don’t believe you will, and it is my wish. If there is anything around the house you want of course it is yours. The sideboard belongs to Sam Long. You have been far better to me than j deserve, and I love you better than you will ever know. With very much love. Mame S. Long.”

Mame S. Long, the writer of this letter, was a childless widow, having been divorced from her husband, Sam Long, in 1904. At the time of her death in December, 1917, she was about forty-six years old and George B. Gomersall, the beneficiary in the paper, was an unmarried man about thirty-three years of age. Shortly after the death of Mrs. Long this paper was offered for probate by Gomersall in the Kenton county court and its probate contested by the uncles, aunts, nieces and nephews of Mrs. Long, who were her nearest of kin and the persons to whom her estate, which amounted in value to about $60,000.00, would, have passed under the statute of descent and distribution if she had died intestate.

The validity of the paper was contested upon the grounds that Mrs. Long was wanting in testamentary capacity; that its execution was procured by the undue influence of Gomersall; that the paper was a contingent will and void as a final testamentary disposition because the contingency upon which it was to become effective never happened.

[798]*798It is upon this last named ground that the paper was rejected and its probate refused by the circuit judge who heard and disposed of the case.

It is conceded that Mrs. Long completely recovered from the operation to which she was about to submit when the paper was written and died some six months later from a cause entirely independent of and having no connection with the operation itself or the ailment to relieve which it was performed. And there being no dispute about this we will pass without comment the issues as to testamentary capacity and undue influence, although there was evidence to support both, and rest our decision on the determination of the question whether the paper in controversy is what is known in the law as a contingent will, because if it comes fairly within that.class of testamentary paper described as a contingent will it never became effective as her last will.

But before coming to the discussion of this controlling feature of the case it will be appropriate to briefly set forth such facts and circumstances appearing in the record as serve to illustrate the surroundings of Mrs. Long’ at the time and before she wrote the letter and throw light on her intention in doing so as well as her relations with G-omersall, the proposed beneficiary of her bounty, so that a better understanding may be had of the situation of the parties, arid the effect, if any, that should be given to her acts and declarations at the time the letter was delivered by her to Gomersall.

Mrs. Long some ten years before her death acquired the habit of drinking to excess intoxicating liquors and from that time until her death in December, 1917, she was frequently under the influence of liquor and was often found in a condition of helpless intoxication. And there is abundant evidence by a number of physicians, who treated her for this habit at different times from 1908 until her death, as well as by other friends and acquaintances, that when laboring under the effects of intoxicating liquor, as she frequently was, she was utterly incapable of transacting any business affairs and her conduct was totally destitute of the delicacy and refinement that characterized it when she was free from the influence of strong drink.

She had many relatives, among them a Mrs. Mary Shinkle, her aunt,.and who was the “Aunt Mintie” to [799]*799whom tbe letter was addressed, who lived in or near Covington, but the relations between Mrs. Long and her kindred had become somewhat estranged on account of her dissipated habits that subjected them to much embarrassment and distress, although they continued as best they could under the circumstances to exercise a kindly and watchful care over her, and especially did her aunt, Mrs. Mary Shinkle, to whom it appears Mrs. Long was deeply attached, continually do everything in her power to correct the unfortunate habit of her niece and save her from the painful notoriety that her conduct prodiiced.

It also appears that Mrs. Long met Gomersall for the first time in September, 1916, at the house of a mutual friend in the city of New York whom they were both visiting, but was only in his company on this occasion for a very short while. Soon after this she returned to her home in Covington and about a month afterwards Gomersall, whose residence was in Cincinnati, Ohio, called her' over the telephone to inquire after her health, being influenced, as he says, to make this inquiry by the fact that during their brief meeting in New York Mrs. Long was suddenly taken so ill as to make it necessary that she should be removed from the hotel dining room where the Phelps, Gomersall and Mrs. Long had gone to take dinner, to the home of the Phelps or her hotel. Soon following this inquiry and as a result of the conversation over the telephone he visited her at her appartments in Covington and thereafter and until just before her death met her probably two or three times a week, frequently taking her to theatres, dinners, picture shows, races and other places of entertainment.

During this time Gomersall saw or had many opportunities of seeing her under the influence'of strong drink and on several occasions drank with her intoxicating liquor, thus becoming thoroughly apprised of her unfortunate habit. It further appears that in April, 1917, they entered into an engagement to marry upon the condition imposed by Gomersall that Mrs. Long should be able to abstain from the use of intoxicating liquor for a period of as much as six months. It is also made clear by numerous letters wrtten by her to Gomersall that Mrs. Long became desperately infatuated with him and was willing to marry him. at any time, but this event was [800]*800postponed from time to time presumably on account of her inability to refrain from the use of intoxicating liquor for the period required by Gomersall as tbe condition precedent to their 'marriage.

On June 10, Mrs. Long was taken to the hospital where the operation referred to in the letter was performed, and she left the hospital on June 21 fully recovered from the operation and its effects.

It further appears that the paper in question written by her on June 8 was retained by her at her apartment in Covington and delivered by her to Gomersall on June 24, just a few days after her return from the hospital.

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Bluebook (online)
215 S.W. 800, 185 Ky. 795, 11 A.L.R. 832, 1919 Ky. LEXIS 379, Counsel Stack Legal Research, https://law.counselstack.com/opinion/walker-v-hibbard-kyctapp-1919.