Woodford v. Buckner

63 S.W. 617, 111 Ky. 241, 1901 Ky. LEXIS 203
CourtCourt of Appeals of Kentucky
DecidedJune 7, 1901
StatusPublished
Cited by11 cases

This text of 63 S.W. 617 (Woodford v. Buckner) 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
Woodford v. Buckner, 63 S.W. 617, 111 Ky. 241, 1901 Ky. LEXIS 203 (Ky. Ct. App. 1901).

Opinion

[242]*242Opinion of the court by

CHIEF JUSTICE PAYNTER

Reversing.

On June 20, 1897, Thomas Woodford, a bachelor, died at the age of 73 years, leaving an estate of the value of more than $200,000. On April 23, 1897, he executed a paper, which is claimed by the appellants to be his last will and testament. His brothers, Sam, A. B. and Dr. Matt Woodford, survived him, as did also the sister, Lucy Buckner. His brother Sam is an old man, who seems’ tohave accumulated a large estate, and divided it among his children. His sister, Lucy Buckner, is an old lady, and has a large estate. His brother, Dr. Matt, appears to be unfortunately addicted to the morphine habit, and the testator seems to have had the impression that he was as well off with a small as a large estate. He has nothing except what was given him by his sister, Lucy, and the testator. The testator gave him a life- estate in a small farm, which he seems to have previously paid for, and allowed his brother to occupy it. He recited in the paper that his sister, Lucy, and brother, Sam, 'had ample means of their own. It appears from the will that he chose as a class his nieces and nephews, and made them equal in the distribution of his estate. Some of these nieces and nephews were children of deceased brothers and sisters, and others were the children of Lucy Buckner and his brothers, Sam and Matt. The will is contested upon the grounds that the testator did not have mental capacity to make it, or that it was obtained by undue influence. This court, in Broaddus’ Devisees v. Broaddus’ Heirs, 10 Bush, 299, and Bush v. Lisle, 89 Ky., 393 (11 R., 708) (12 S.W.,762), held there was no proof which tended to show a want of capacity in the testators to make wills, or that undue- influence had operated in the execution of the wills; hence reversed the cases, and directed the wills to be probated. [243]*243In a very elaborate argument counsel for appellants insist that this court should reach the same conclusion from the facts of this case as was reached in the Broaddus and Lisle cases, and reverse the case, and order the will probated. We have reached the conclusion that we should not do this, but that there was sufficient testimony offered by the contestants (appellees) to allow the jury to determine whether the testator had mental capacity sufficient to make a will, and whether it had been obtained by undue influence. In view of the great volume of testimony, it would be useless to discuss the evidence offered with the view of giving the reasons which have brought us to the conclusion stated. The propounders proved the due execution of the will, and, as it is not irrational in its provisions, nor inconsistent in its structure, language or details, the presumption of law made out for them a prima fade case; and the burden of showing that the testator was not of sound and disposing mind and memory at the time of the execution of the will was upon the contestants. In Milton v. Hunter, (13 Bush, 170, the court condemned an instruction- which altogether ignored -the legal presumption of sanity, and said: “When the propounders of a will have proved the due execution of- a paper not irrational in its provisions nor inconsistent in its structure, language or details, with the sanity of the testator, the presumption of law makes out for them a prima facie case, and the burden of showing that the testator was not in fact of sound and disposing mind and memory at the time ■of the execution of the will is shifted upon the contestants.” In Howat v. Howat’s Ex’r, (19 Kentucky Law Report, 756) (41 S. W., 771), the court, in discussing the question as to where the burden of proof rested, said: “The ruling of the court in refusing this last above instruction was not error, [244]*244.as there was. no testimony offered that contradicted in any way the testimony of the two attesting witnesses as to the execution, and their uncontradicted evidence made a prima facie case for propounders.” In Boone v. Ritchie (21 Ky. Law Rep., 864, 53 S. W., 518), the court recognized the rule announced in Milton v. Hunter and How at v. Ho wat’s Ex’r, and condemned an instruction which reads as follows: “Unless the jury believe from the evidence that the testator, William Hill, was at the time of the alleged or claimed execution of the paper offered as his will of sound mind, they should find such paper not to be the last will and testament of said decedent.” Hawkins v. Grimes, 13 B. Mon., 257; Flood v. Pragoff, 79 Ky., 607 (3 R.,372); King v. King (19 Ky. Law Rep., 868), (42 S. W., 347); Fee v. Taylor, 83 Ky., 259 (7 R., 248); Johnson v. Stivers, 95 Ky., 128 (15 R., 477), (23 S. W., 957), are in accord with the cases referred to.

The court gave the jury three instructions. No. 1 was as to mental capacity, and No. 3 on the question of undue influence. As we have said, the burden to show a want of mental capacity to make the will was on the contestants. The burden was likewise on them to show it was procured by undue influence. In the instructions mentioned, the court disregarded this rule. In instruction No. 1, the court said: “If they believe from the evidence that the decedent, Thomas Woodford, at the time he executed the paper, offered in evidence, dated April 23, 1897, and read to the jury, had mind and memory enough to know his estate,” etc. By the language employed, the jury would infer that the burden was on the propounders to show that the testator had mind ,and memory enough to execute the will. It, in effect, told the jury that the burden of proof was upon the propounders to show mental capacity in the tes[245]*245tator to make a will. Instruction No. 3 is subject to the same criticism. It is urged by appellees that, if the instruction is subject to the criticism which we have made, still it was not erroneous, in view of the fact that the propounders did not rest their case upon the introduction of the will and proof of its execution by the attesting witnesses, but, in addition to that, offered other testimony tending to show the capacity of the testator to make the will. The will not being irrational in its provisions, and not inconsistent in its structure, language and details, the uncontradicted proof of its execution 'by its attesting witnesses made out a prima facie case, and the propounders could have rested their case at that point, and proper practice would have required them to do so. However, their failure to do that did not have the effect of changing the law as to the burden of proof, nor of depriving them of the presumption in law of the testator’s mental capacity to execute the will.

The appellants offered an instruction which reads as follows : “If the jury believe from all the evidence that said said instrument of writing is consistent in its provisions, and rational on its face, then the presumption is that Thomas Woodford was of sound mind when it was executed.” This instruction is in accord with the opinion in Bramel v. Bramel, 101 Ky., 64 (18 Ky. L. R., 1076), (39 S.W.,520). In that case an instruction was given which reads as follows: “If the jury believe from all the evidence that said instrument of writing is consistent in its provisions, and rational on its face, the presumption is that said John Bramel was of sound mind at the time of its execution, and the burden shifts to contestants to show that he was not of sound mind at that time.” The instruction given in the Bramel case conforms to the rule announced in Milton v. Hunter; [246]*246Flood v. Pragoff; Fee v. Taylor; Barlow v. Waters (16 Ky. Law Rep., 426), (28 S. W., 785).

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Bluebook (online)
63 S.W. 617, 111 Ky. 241, 1901 Ky. LEXIS 203, Counsel Stack Legal Research, https://law.counselstack.com/opinion/woodford-v-buckner-kyctapp-1901.