Youse v. Forman

68 Ky. 337, 5 Bush 337, 1869 Ky. LEXIS 14
CourtCourt of Appeals of Kentucky
DecidedJune 11, 1869
StatusPublished
Cited by5 cases

This text of 68 Ky. 337 (Youse v. Forman) 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
Youse v. Forman, 68 Ky. 337, 5 Bush 337, 1869 Ky. LEXIS 14 (Ky. Ct. App. 1869).

Opinion

CHIEF JUSTICE WILLIAMS

delivered the opinion oe the court:

M. G. Yonse died July 26, 1865, domiciled in Boyle county. Search, immediately after his burial, was made for a will, and on several subsequent occasions, without effect. It was known that for many years he had kept [340]*340a holographic will, one dating as far back as the year 1833, another in the year 1847. At the time of the first search the appellant, Joseph Youse, a nephew of the decedent, Mr. Forman, the husband of decedent’s recognized adopted daughter, she being a niece of Mr. Youse, a young gentleman related to Mr. Forman, and the two Misses Crutchfield and a Miss Green, relatives of Mrs. Youse, beside the attorneys, were present.

Joseph Youse remained but a few days after his uncle’s death, and then left for his own residence at Louisville, since which he did not return until this litigation began.

Mrs. Forman, being confined to her bed, was not present at her uncle’s death or burial, but visited the family some months subsequently, and remained there several weeks. Whilst so visiting, one morning, after opening the outer leaf of the family desk, and pulling-out a drawer, by Mrs. Forman, a small green notebook, containing a sheet of foolscap paper, written all over and folded lengthwise, tied with a string passing transversely over the ends and around the book, was discovered on the top of the other papers, in full view, never before seen, though this drawer had been repeatedly searched; whereupon one of the Misses Crutch-field, standing close by, as she says, jfieked up the green book, saying at the same time, “ Here is something I have never before seen.” Mrs. Forman replying, “ That is the will,” at the same time taking it from her; she responding, “No it ain't;” Mrs. Forman replying, “ Yes it is, and I know where the string came from — it came out of the drawer of the press in the dining-room, and Jane Green put it there.”

By this paper Mrs. Forman and her children would be entitled to a legacy of five thousand dollars, whilst [341]*341she, not being an heir-at-law, could inherit nothing. The paper is dated December 23, 1847, and once had the decedent’s signature affixed to it, but which, when found, was torn or cut off. There are several codicils, but one of which, however, affected the provisions in the body of the will, and this is dated March 20, 1858, which gives his entire residual estate, after the provisions for his wife and adopted daughter, to the “Treasuries of Foreign and Domestic Board of Missions, an equal half of the whole with each board, as a perpetual fund, to be invested in reliable stocks, and the interest only used — I mean the Old School Board of Missions.”

The decedent had no issue; but Mrs. Forman had been born in his house, and being left an orphan in very tender years, he had reared and educated her; and though he had not legally adopted her, so as to make her an heir-at-law, he called her his daughter, and treated her with great parental affection.

lie seems to have had a settled purpose for many years of leaving a will, and was deeply impressed with the importance of the charities of the Presbyterian Church, in which he had long been a member and communicant. There are many alterations, interlineations, and erasures in this paper, all done by his own hand. But one important alteration in the body of the paper, however, appears, and that is the increase of the legacy to Mrs. Forman and her children from two thousand dollars to five thousand dollars. But it is established, that, some ten or twelve days before his decease, when in fair health, and no indication of such sudden dissolution, that he requested an attorney and friend to come in a day or so and stay all day with him, as he “ wanted to change, or make a [342]*342change, in his will.” It is also proved that he regarded with great affection a maiden niece of his wife, who had lived much about his house, was then considerably advanced in life, in very dependent circumstances, and without near and able relatives to depend on; that he often reflected on the conduct of her deceased uncle, who had, at his death, bequeathed a handsome sum to her sister, but nothing to her, saying, however, he would provide for her at his death; also, that Mr. and Mrs. Forman had lived with him from early in the year 1863 until January 1, 1865, and Mr. Forman had controlled his business, but not to his satisfaction, and that he had sometimes complained of Mr. Forman’s conduct toward him; that Forman and wife went to live near Lexington immediately after removing from decedent’s house; and the evidence shows neither visiting nor correspondence on the part of either after this separation, though not more than one day’s travel apart.

Forman and wife, and those representing the church, propose to set up this paper as M. G. Youse’s last will and testament under these circumstances.

That the decedent intended to make another will clearly appears. Whether he revoked this one with intent to so make another is not so clearly manifested, but must be determined upon inferences drawn from the facts developed, and the presumptions of law arising thereon.

It is apparent, beyond all doubt, that this paper had been returned to the drawer where it was found after the several searches had been made. Joseph Youse had not been there since his departure, soon after his uncle’s decease; two of the young ladies who were staying with their disconsolate aunt were not heirs-at-law, and [343]*343they swear they had never, on any occasion, seen the paper before it was found, nor did they know their uncle had left a will. Miss Green, who was also there, had died soon after Mr. Youse’s decease. Those ladies say Mrs. Forman, immediately after the finding of this paper, “ read it off without a balk.”

Instead of being interested in destroying or canceling the will, Mr. and Mrs. Forman were deeply interested in setting it up; for she had never been legally adopted so as to make her an heir-at-law, and he was left as one of three executors; therefore, no rational presumption can exist that either Forman or wife destroyed the signature.

The evidence raises no fair presumption that Joseph Youse ever saw or knew of this paper. The evidence repels any presumption that these young ladies, nieces to Mrs. Youse, either knew of the will or ever had it in possession. Mr. Forman was an executor, and had a right to the legal custody of the will; he left Mrs. Youse’s soon after the burial of her deceased husband, and was absent at Louisville several days.

If it be supposed he and his wife had the custody of this paper, such custody was consistent, both with good morals and with law; whereas, the custody of the niece of Mrs. Youse would be inconsistent with both, and raise the imputation of a criminal offense. The legal and logical inferences, however, from the custody of this paper, may be very important; for if it was in a friendly possession, all inferences of unfairness is met, and the tearing off the signature must be regarded as the act of the decedent, and the legal consequences of such an act by him must follow.

Section 10, chapter 106, 2 Stanton’s Revised Statutes, 459, provides, that “ no will or codicil, or any part thereof, [344]

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Bluebook (online)
68 Ky. 337, 5 Bush 337, 1869 Ky. LEXIS 14, Counsel Stack Legal Research, https://law.counselstack.com/opinion/youse-v-forman-kyctapp-1869.