Walsh v. Pearce

147 S.W. 739, 148 Ky. 760, 1912 Ky. LEXIS 532
CourtCourt of Appeals of Kentucky
DecidedJune 6, 1912
StatusPublished
Cited by7 cases

This text of 147 S.W. 739 (Walsh v. Pearce) 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
Walsh v. Pearce, 147 S.W. 739, 148 Ky. 760, 1912 Ky. LEXIS 532 (Ky. Ct. App. 1912).

Opinion

Opinion, op the Court by

Judge Car-roll —

Affirming.

These two appeals arising on the same record will be disposed of together.

This suit was brought by H. L. Walsh, as the executor of John H. Baird, who died in 1907, against Charles D. Pearce, executor of Elizabeth Slemmons who died in 1907, to recover-on two notes alleged to have been executed by Mrs. Slemmons to Baird; one note being for $400.00, dated June 5, 1902, due thirty days after date; the other being for $2,800.00, dated August 12, 1902, due in thirty days after date. On the $400.00 note, there was'endorsed two credits, one in July, 1902, and the other in August, 1902, each for $2.00.

In this suit, the devisees under the will of Mrs. Slemmons were made parties defendant, as well, as the [761]*761executor. The dévisees filed an answer, in which they denied that Mrs. Slemmons executed either of the notes; and further set up that the notes were obtained by fraud, covin and misrepresentation, and were without consideration.

The executor filed an answer in three paragraphs, to which a demurrer was sustained, and thereupon he filed an amended answer, in which he “denies that he has sufficient knowledge or information to form a belief, and he therefore denies the allegations in the plaintiff’s petition that said Elizabeth Slemmons executed or delivered to plaintiff’s intestate, J. H. Baird, her promissory note dated June 5, 1902, for $400, and payable thirty days thereafter, with six per cent interest thereon from maturity until paid; and he denies that he has sufficient knowledge or information and therefore denies that Elizabeth Slemmons executed or delivered the note to said J. H. Baird on said date, June 5, 1902, or any other date, for the sum of $400, or any other sum. He denies that he has sufficient knowledge or information to form a belief and therefore denies that said alleged note is due and no part of it has been paid, except $2.00 interest on July 5, and $2.00 interest on August 5, 1902; and denies that he has' such knowledge and therefore denies that said note or any part of it is still due and unpaid. He denies that he has sufficient knowledge or information to form a belief and he therefore denies that the said Elizabeth Slemmons executed or delivered to plaintiff’s intestate, J. H. Baird, her promissory note dated August 12, 1902, and payable thirty days thereafter. He denies that he has any such knowledge or information and therefore denies that said alleged note or no part of it has been paid. He denies that he has such knowledge or information and therefore denies that said Elizabeth Slemmons still owes said alleged note or any part thereof.”

In the second paragraph “he states and charges that the notes mentioned in the petition herein were obtained by and through fraud, covin, deceit and misrepresentation, and are wholly without any good, sufficient or legal consideration and without any consideration whatever.”

In the third paragraph he “denies that he has sufficient knowledge or information and he therefore denies that Elizabeth Slemmons executed or delivered the notes mentioned in the petition.”

[762]*762This amended answer was verified as follows: “the affiant C. D. Pearce says the statements in the foregoing pleading are true to the best of his knowledge and belief.”

By consent of parties the affirmative matter in the amended answer was controverted of record, and upon motion of the plaintiff, the answer of the devisees Margaret Boyce, et al., was stricken from the record, the court being of the opinion as stated in the order that Pearce as executor was the proper party to make and was making the defense set up by the devisees.

Upon a trial of the case, the only evidence introduced was the testimony of the executor of’ Baird, who said-in substance that after his qualification as executor he found the two notes sued on among the papers and effects of Baird. It was further shown by his evidence that Baird was a cigarmaker by trade, and about 48 years old, and that in addition to the two notes sued on there was also found among his papers a note for $50, and that these notes, together with some household goods and furniture and $167, in bank, constituted the ■entire estate that Baird left.

Upon this evidence the court instructed the jury to find a verdict in favor of Pearce as executor. Prom the judgment striking from the record the answer of the devisees of Mrs. Slemmons, they appeal, and from the judgment dismissing the petition seeking a recovery on the notes the executor of Baird appeals.

So far as the appeal of the devisees in concerned, it is only necessary to say that the executor had a right to and did make all the defenses that the devisees could have made, or were attempting to make, -and therefore there was no reason for permitting the devisees to defend. When an action is brought, as in a case like this, against a personal representative, it is the right and duty of the personal representative to defend the action, and it is only when he fails or refuses in good faith to make and prosecute all available defenses, that the heirs or devisees, or persons interested in the estate, may be permitted’to defend for the estate.

The grounds upon which a reversal of the judgment is sought by counsel for the executor of Baird, are first: that the answer of; the executor Pearce was not a sufficient denial of the execution and delivery of the notes, or, in other words, not a sufficient plea of non est factum; [763]*763and second, that the evidence in behalf of’ the executor of Baird was sufficient to take the case to the jury.

Section 473 of the Kentucky Statutes provides that “The execution of a writing on which a suit or defense is founded or its assignment shall only be denied by answer or other pleading verified by oath.” It is necessary to constitute a good plea of non est factum that the answer shall be verified and be in express terms a denial of the execution of the instrument sued on, or a denial of sufficient knowledge or information to form a belief concerning its execution. If this defense is made by the person who- it is alleged executed the paper, the denial should be in express terms but if the denial is made by the personal representative of the person whose signature is attacked, or by some other third party who has a right to make the defense, a denial of sufficient knowledge or information to form a belief will be sufficient. In this case as the defense was made by the personal representative of Mrs. Slemmons, it was only necessary that he should deny that he had sufficient knowledge or information to form a belief that the notes sued on were executed to put in issue their execution, and the answer filed by the executor fully conformed to the requirements of section 113 of the Civil Code.

In the case of Trustees of Kentucky Female Orphan School v. Fleming, 10 Bush, 234, the court held that the answer of an executor in which he only denied knowledge sufficient to form a belief was not a good denial. But, the decision that the denial was not good was-put upon the ground that the executor only denied “knowledge sufficient to form a belief” when he should have denied that he had sufficient knowledge or information to form a belief. Here, the answer denied knowledge or inofrmation to form a belief, and is not open to the objection made to the answer in the Fleming case.

It is further said that as the executor of Mrs.

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Cite This Page — Counsel Stack

Bluebook (online)
147 S.W. 739, 148 Ky. 760, 1912 Ky. LEXIS 532, Counsel Stack Legal Research, https://law.counselstack.com/opinion/walsh-v-pearce-kyctapp-1912.