delivered the opinion of the court:
This is an appeal from a decree of the circuit court of Clark County finding and declaring that certain instruments purporting to be the will and codicil of Samuel James, deceased, are not his will and codicil, setting aside said instruments and declaring the probate thereof null and void. The decree was entered upon the verdict of a jury and in conformity with its findings in an action brought by appellee, Katie Mitchell, a daughter of the deceased and his sole heir, to contest the will and codicil of Samuel James. The defendants in the circuit court were E. B. “Bruff” Van Scoyk, individually arid as executor of said purported will and codicil, Martha Spear, the Presbyterian Church of Mattoon, Illinois, the Baptist Church, of Westfield, Illinois, Edmund Ramey, Doit Biggs, and Kenneth A. Green. Only the executor and Martha Spear have appealed.
Samuel James died at Westfield on August 29, 1950, and the instruments putporting to be his will and a codicil thereto were admitted to probate in the county court of Clark County on September 29 of that year. The will bears the date of October 11, 1949, and the codicil is dated December 3, 1949. The will gives to Martha Spear, a sister of the deceased, all of deceased’s personal property (except a bequest of $500 to the Presbyterian Church of Mattoon) as well as a 120-acre farm in Clark County. The will devises 40 acres of land in Coles County to the daughter,
The complaint filed in the circuit court alleges that Samuel James was not of sound mind and memory at the time of the execution of the instruments and that the will and codicil were procured by the undue influence and
Preliminary to a discussion of these various assignments of error it will be well to state some of the undisputed facts which are established by the evidence on both sides of this controversy. Samuel James was 91 years of age at the time of the execution of the purported will and
The health of James had been fairly good up' through the year 1947 but during the year 1948 it began to decline rather rapidly due to his advanced age. He was bothered with a kidney and bladder ailment and had trouble controlling his bowels. He is described by some witnesses during the year 1948 as being filthy and dirty and given to filthy habits. He last visited his farm in the fall of 1948 at which time, according to one of defendants’ witnesses, he could not walk “to do any good.” This same witness stated that James had trouble getting around from 1947 onward and that his walking did not improve any from 1948 until the time of his death.
During the entire year of 1949 and from then on until his death it appears that James was confined to the house in Westfield where he lived with his sister. He is described by witnesses for both sides, who observed him during this period, as a feeble old man. His bed was in the kitchen
It was on March 1, 1949, and during the period Dr. Johnson testifies, that James was so ill that his sister, Martha Spear, appeared at the Casey National Bank at Casey, Illinois, with a blank check signed by James. This she caused to be filled in with the entire amount on deposit in James’s name at that bank and closed his account, depositing the entire sum of $12,241.40 in her account. Two or three weeks previous to this transaction she had inquired of the banker at this bank as to the procedure necessary to transfer the account to her and he had explained that it could be done only upon James’s signature.
Prior to the early months of 1949 it appears that James’s relations with his daughter, Katie Mitchell, were friendly. She had washed his soiled clothing for him and" there is nothing in the evidence which shows that their relations had been other than the normal relations of a father and daughter. Mrs. Mitchell, upon being advised of the transfer of the large sum from her father to Mrs. Spear, brought proceedings in the county court of Clark
Turning to the assignments of error, we shall first direct our attention to the refusal of the trial court to direct a verdict upon the issue of unsoundness of mind. The legal rules applicable to such a motion in proceedings of this character have often been stated by this court. A will contest is a statutory proceeding and not an ordinary action in chancery. Motions for a directed verdict or for judgment notwithstanding the verdict in a will contest are subject to the same rules governing those motions in an action at law. (Wiik v. Hagen,
Five witnesses testified for the plaintiff that in their opinion James was of unsound mind at the time they observed him. All of these witnesses had known James personally over a long period of time. One testified as having observed him as late as October 8, 1949, three days before the execution of the purported will. All of them had seen him and had conversed with him either late in 1948 or during 1949. James had told one of these witnesses, the mayor of the village of Westfield, that he was not able mentally or physically to do business any more, indicating a consciousness of his own failing faculties. Edward Turner, a banker of Casey, who last saw James on May 24, 1949, had done considerable business with James previously. Turner testified that he visited the home at the time the conservatorship proceedings were started; that while Mrs. Spear was very angry, Sam was not interested, failed to answer questions and “was perfectly at sea.” Turner testified that Mrs. Spear became very angry at Sam for his indifference. Ezra Riggins who last saw James on April 1, 1949, says that James sat with his head down and when he looked up became glassy-eyed and stared; that James said nothing when Martha Spear refused to allow James to accompany Riggins to the home of Katie Mitchell. Mrs.
Upon the issue of undue influence the trial court made the same ruling, which is also assigned as error. We believe that the evidence offered on behalf of plaintiff upon this question is even more convincing. It leaves little doubt that there was a strong fiduciary relationship between Martha Spear and her brother, Samuel James, during the last two years of his life and at the time the will and codicil were executed. During all of this time she did all of his business for him with the possible exception of one small transaction of leasing some pasture which, incidentally, may be regarded as a deal of questionable benefit to James. Martha Spear opened an account for James in the Westfield Bank in 1948. James never came to the bank. She made all deposits and withdrawals, though the withdrawals were made upon checks signed by him. He depended upon her to care for his physical needs and handle his legal affairs. Though, according to Turner, James took no interest in hiring an attorney to defend the conservatorship proceedings brought by Katie Mitchell, it was Martha Spear who went to Mattoon to hire a lawyer and it is she who appears as the active party in defending that lawsuit, together with E. B. “Bruff” Van Scoyk, who first contacted attorney Green for the defense of that case in the circuit court and the ultimate drafting of the will. It was in April of 1949 that Samuel James transferred his interest in the home in Westfield to Martha Spear. Thereafter she was the sole owner of the
There can be little doubt that as between her brother and herself, Mrs. Spear was the dominant party. When the papers in the conservatorship proceedings were served, she stated in Samuel James’s presence that “Katie needed killing” and “I told you never to let her know anything about your business.” Turner, who was present at that time, says he questioned Mrs. Spear about the transfer of the account.in the Casey bank; that she first denied that there had been any transfer and later said to Janies, “Lets fess up that you did transfer the money to me.” To this James said nothing and appeared entirely disinterested. During the summer of 1949 Mrs. Spear denied admittance to several friends of Samuel Janies who came to see him, though it appears that several persons, who testified in the conservatorship proceedings and in the will contest case for the defendants, came to the home, observed and conversed with Samuel James in the fall of 1949 upon the invitation of Martha Spear. Some of these people had known Janies but had never been in the house before and some had not seen James for a period of years. During the summer and fall of 1949 Mrs. Spear also refused admittance to Katie Mitchell. On one occasion when she did admit her she told her to “come in and take her medicine,” and a witness who accompanied Katie Mitchell at the time says she heard Martha Spear’s voice raised in anger thereafter, this happening in the presence of James. Mary Simpson, who had been refused admittance previously by Martha Spear, went to the home with Hannah Barnett "on October 8, 1949, and found Samuel James alone. He invited them in and they
Concerning the drafting and execution of the will itself, it appears that Martha Spear was present at all times during the discussion as to what the will should contain. Those present at this conference were Samuel James, Mrs. Spear, Kenneth A. Green, the attorney who drafted the will, and Ila Mae Bingaman, his secretary. This discussion and the preparation of the document lasted most of an afternoon, as the witnesses, Newton Leith and his wife who witnessed the will with Miss Bingaman, were not called in by Mrs. Spear until about 3:3o or 4 :oo o’clock. The attorney and his secretary were there from 1 :oo o’clock P.M. until 4:3o o’clock P.M. The will was prepared and executed in the kitchen of the Spear home. It is undisputed that Martha Spear had by prearrangement secured the Leiths as witnesses. Though neighbors, they were not acquainted with Samuel James and had never even seen him prior to the actual execution of the will which had been prepared before they arrived. It is also undisputed that Martha Spear participated to some extent in the discussion as to the contents of the will, among other things suggesting that there be a legacy of $500 to the Presbyterian Church of Mattoon in memory of her daughter. It was also testified that when James stated he wanted to leave everything to Mrs. Spear except the 40 acres, she suggested that he give Katie $10,000, but that he declined. As to the execution of the codicil, Mrs. Spear testified that she was present; that she does not remember but thinks that Green was there and that she could not recall anyone else who was there, as she had had too much on her mind to think of it again. As previously indicated the record shows that the codicil was
Prior to the date of the execution of the will it appears that Martha Spear and E. B. “Bruff” Van Scoyk had participated actively in securing attorneys to represent .James’s interests, one of them being the attorney who eventually drafted the will. The testimony is positive that Green was first contacted by Van Scoyk and one Roscoe Biggs, the father of Doit Biggs, named as alternative executor. It thus appears that Martha Spear and E. B. Van Scoyk, both of whom were to benefit materially and extensively by the will and who occupied a fiduciary relationship with James, were connected with the making of the will, though Van Scoyk was not present at the time of its execution.
This court has said that the active agency of the chief beneficiary in procuring a will especially, in the absence of those having equal claim on the bounty of the testator, who was enfeebled by age and disease, is a circumstance indicating the probable exercise of undue influence. In that connection we have observed that a mind wearied and debilitated by long-continued and serious illness is susceptible to undue influence and liable to be imposed, upon by fraud and misrepresentation; that the feebler the mind of the testator, no matter from what cause, whether from sickness or otherwise, the less evidence will be required to invalidate the will of such person. (Donnan v. Donnan,
Appellants earnestly contend that the verdict in this case is contrary to the manifest weight of the evidence, pointing out that only five witnesses testified for the plaintiff on the question of unsoundness of mind whereas thirteen witnesses gave as their opinion that the testator was of sound mind and memory at about the time the will and codicil were executed. As is usually the case, the testimony of these witnesses is in irreconcilable conflict, but the mere fact that numbers preponderate in favor of appellants does not mean that the evidence as a whole is in their favor. The jury and the trial judge saw the witnesses and heard their testimony. The jury had the right and doubtless did take into consideration the interest or lack of interest of the witnesses, their demeanor while testifying and all of the other factors determining the weight and
Error has been assigned upon the refusal of the trial court to admit into evidence a docket sheet of the circuit court of Clark County showing the judge’s minutes made during the trial of the conservatorship case in that court, including the judge’s entry made on November 15, 1949, showing that petitioner is not entitled to maintain her case and that petition is dismissed. Appellants rely on Holliday v. Shepherd,
Objection was made by appellants to the testimony given by plaintiff’s opinion witnesses on the ground that a proper foundation for the opinion had not been laid and that their observation of the testator was ,too remote in point of time. As we have said, plaintiff’s opinion witnesses had known testator for a long period of time and, considering their testimony collectively, their last contacts with him cover a period extending from late in the year 1948 to within three days of the execution of the will on October 11, 1949. Proof of the mental condition of the testator a reasonable time before or after the execution of the will is competent and will be received when it will tend to show mental condition at the time of the execution of the will. (Milne v. McFadden,
Martha Spear offered to testify as a witness for the defendants, E. B. Van Scoyk, the Presbyterian Church of Mattoon and Edmund Ramey. The court held that she was not a competent witness for any of the defendants under section 2 of the Evidence Act. (Ill. Rev. Stat. 1951, chap. 51, par. 2.) Under the provisions of this statute none of the defendants was a competent witness to testify in his owh behalf as to transactions with the testator prior to his death. “It would be a violation of both the letter and spirit of the statute to hold that notwithstanding their incompetency as witnesses in their own behalf each was competent to testify for the other.” (Linn v. Linn,
Objection is made to the admission of the testimony of one Ezra Riggins who testified for plaintiff concerning the performance of Katie Mitchell of certain services for her father, including the washing of his clothes. The reasons assigned are that such testimony is liable to excite sympathy and prejudice in the minds of the jurors. We believe that this evidence was competent, particularly upon the issue of undue influence. It tended to show a friendly and close relationship between Mrs. Mitchell and her father up to that period of time in 1949 when he was confined to the home of Martha Spear because of feebleness and illness. But more than this, an issue upon this question is specifically tendered by the pleadings. Paragraph 13 of the complaint alleges that when James had all of his faculties and before he came under the influence of Martha Spear he and plaintiff were on friendly terms and that she had performed services for him for many years. These allegations are specifically denied by paragraph 13 of the answer. The issue having been made, proof to sustain the allegation was competent. If appellants felt that proof of the performanee
Objections have been made to the giving and refusal of certain instructions but the abstract of- record does not set forth all of the instructions. Only those to which objection is made are abstracted. We are, therefore, not required to consider any of the objections to instructions. People v. Wetherington,
We find no error in the proceedings in the trial court and its decree will, therefore, be affirmed.
Decree affirmed.
