delivered the opinion of the court:
This is an appeal from a decree of the circuit court of Kendall County declaring that a certain instrument is not the last will and testament of Evreard Belfield, deceased, setting aside said instrument and declaring the probate thereof null and void. The decree was entered upon the verdict of a jury in an action brought by the plaintiffs, Russell Belfield and Helen Falkenberg, a nephew and niece of deceased and his sole heirs-at-law. The defendants were Ralph Coop and Sara Grate as joint executors of the will, and the legatees and devisees hereinafter named, all of whom appealed except Earl Horton and Florence Grate. Sara Grate, Ida Mae Silvius, Florence Grate and Earl Horton, defendants, were nieces and a nephew of Agnes Belfield, testator’s deceased wife.
Evreard Belfield, a resident of Kendall County, died in a hospital at Joliet, on April 19, 1953, at the age of 83 years. The will in question, dated April 16, 1953, was duly admitted to probate in the county court of Kendall County. It provided for the payment of the testator’s just debts and funeral expenses and the erection of a monument over his
The evidence shows that Evreard Belfield left an estate valued in excess of $366,000, consisting of seven farms of the aggregate value of $311,992.50, and personal property valued at $54,013.29, and that the value of the residuary estate, after deducting specific legacies, fees and taxes, was $2730.84, or about $455.14 for each of the six residuary beneficiaries. Agnes Belfield, wife of the decedent, predeceased him by about a month, having died intestate, on March 18, 1953. The Belfields were married in 1906 and never had, or adopted, any children. This property was acquired largely through their joint efforts, but Agnes had inherited certain money from her parents which she contributed to the purchase of the farms. Title to five of the
The complaint charged that the testator, at the time of the execution of the purported will, lacked testamentary capacity and was under the undue influence, dominion and control of the defendant Sara Grate, whereby her will was substituted for his.
All of the defendants except Earl Horton, who was defaulted, answered and denied the allegations of the complaint. At the trial the defendants made motions for a directed verdict generally and upon the issues of testamentary capacity and undue influence separately, both at the close of plaintiffs’ case and at the close of all the evidence. These motions were overruled as were motions for judgment notwithstanding the verdict and for a new trial. The errors assigned and argued here are: (1) that the trial court erred in admitting certain evidence on behalf of plaintiffs and excluding certain evidence offered on behalf of the defendants; (2) that error was committed in overruling various motions; (3) that the verdict is not supported by the evidence; (4) that the court erred in giving certain instructions tendered by plaintiffs; and (5) that the argument and conduct of counsel for plaintiffs was prejudicial.
Plaintiffs called defendant Earl Horton, one of the six residuary beneficiaries, as a witness under section 60 of the Civil Practice Act. (Ill. Rev. Stat. 1953, chap. 110, par.
In substance, the conversations related by Horton as having talcen place between himself and Sara Grate were that Horton and Sara Grate conceived a plan of suggesting to Evreard Belfield that he make a will treating the nephew and nieces on Agnes Belfield’s side of the family and the nephew and niece on testator’s side of the family equally; that this plan was formulated after the death of Agnes Belfield when they learned that unless Evreard Belfield made a new will, all of the property would go to the testator’s heirs, the plaintiffs, Russell Belfield and Helen Falkenberg; that they went so far as to draft a simple form
Without further detailing the testimony of Earl Horton,
This court has consistently followed the rule that statements or admissions made by a devisee or legatee concerning the testamentary capacity of a testator, or acts of undue influence in procuring the execution of a will, while admissible where the interests of all the devisees or legatees are joint, are not admissible where their interests are separate and no conspiracy is charged. (Ginsberg v. Ginsberg,
The attorney who drafted the will instructed Sara Grate to take his wire recorder to the hospital and make a recording of the conversations with the testator prior to the execution of the will. She followed these directions and made a recording which consisted of her reading of the will to the testator, his statements, if any, at the end of each paragraph, together with his responses to specific
On this appeal, plaintiffs’ counsel argue want of proper offer of the wire recording and lack of adequate foundation for its admission. These objections were not made in the trial court and the recording was not excluded for such reasons. Counsel for defendants outlined an offer of proof
At the hearing upon the petition to admit the will to probate in the county court of Kendall County, Sara Grate was called and fully examined by counsel for the contestants under section 60 of the Civil Practice Act for the purpose of proving fraud, forgery, compulsion or other improper conduct. At the trial in the circuit court the defendants offered the complete authenticated transcript of the testimony of the witnesses who testified in the county court hearing. Lorraine Di Domenic and Dorothy N. Pullman were the attesting witnesses to the execution of the will, and Sara Grate was called as above stated. The trial court admitted the transcript of the testimony of the attesting witnesses but excluded that of Sara Grate upon the objection that she was not a competent witness in her own behalf under section 2 of the Evidence Act. Error is
It is a primary rule in the interpretation and construction of statutes that the intention of the legislature should be ascertained and given effect. (People v. Price,
Counsel for plaintiffs suggest that the fact that the county court admitted improper or incompetent evidence should not be binding upon the circuit court. This argument is predicated upon the erroneous assumption that the testimony of Sara Grate was improperly received in the county court, and sounds strange coming from the counsel who there called her under section 60 of the Civil Practice Act and insisted, over objection, that she testify. The county court correctly overruled the objection and directed Sara Grate to testify, and the evidence was competent. Section 69 of the Probate Act (Ill. Rev. Stat. 1953, chap. 3, par. 221,) clearly contemplates that testimony may be given in the county court to prove fraud, forgery, compulsion, or other improper conduct. It provides that upon the giving of certain testimony by the attesting witnesses the will is sufficiently proved to admit it to probate “unless there is proof of fraud, forgery, compulsion or other improper conduct which in the opinion of the probate court is deemed sufficient to invalidate or destroy the will.” Nothing contained in section 2 of the Evidence Act prevents the admission of the transcript of evidence given in the probate
Defendants assigned error to instruction No. 11 given at the request of plaintiffs on the presumption of undue influence. By this instruction the jury were told that if they believed from the evidence that the will of the testator was made for the chief benefit of Sara Grate and that said Sara Grate caused the alleged will to be prepared in the absence of the next of kin of said deceased, procured the witnesses thereto> and that the mind and memory of Evreard Belfield was wearied and debilitated by long, continued and serious illness, then a presumption of law arises that the will, was the result of the undue influence of Sara Grate, which presumption must be overcome by other evidence that the execution of said will was the result of the free deliberation and judgment of the said Evreard Belfield, and that unless the jury believed from the evidence that said presumption had been overcome, they should find said will not to be the last will and testament of Evreard Belfield, deceased. Defendants’ objection to this instruction is twofold: (1) that it is not based upon the evidence because the will itself shows that it was not made for the chief benefit of Sara Grate; and (2) that it fails to contain the element of fiduciary relationship without which such a presumption cannot arise.
Counsel for plaintiffs suggest that the evidence in this case shows the presence of a fiduciary relationship between
The latest pronouncement of this court upon the subject of presumption of undue influence is found in Redmond v. Steele,
Plaintiffs rely upon the decisions of this court in
While there may be language in the opinions in the Sulzberger and Friberg cases which indicates that a presumption
In Mitchell v. Van Scoyk,
The assignment of error based upon alleged prejudicial conduct of plaintiffs’ counsel centers about statements made
So much of this argument was prejudicial and unwarranted that a duty devolved upon the court to inject
Since we are of the opinion that the decree in this case must be reversed and the cause remanded for a new trial for the reasons already given, it will not be necessary to discuss the other assignments of error. The decree of the circuit court of Kendall County is reversed and the cause is remanded for a new trial.
Reversed and remanded.
