Abbott v. Church

123 N.E. 306, 288 Ill. 91
CourtIllinois Supreme Court
DecidedApril 15, 1919
DocketNo. 12617
StatusPublished
Cited by6 cases

This text of 123 N.E. 306 (Abbott v. Church) is published on Counsel Stack Legal Research, covering Illinois Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Abbott v. Church, 123 N.E. 306, 288 Ill. 91 (Ill. 1919).

Opinion

Mr. Chief Justice Duncan

delivered the opinion of the court :

This appeal is prosecuted by Edwin F. Abbott, complainant below in a bill to set aside the will of his brother, George B. Abbott, from a decree dismissing the bill and sustaining the will of the testator. The only ground upon which appellant relied in the court below and is relying on here is that the execution of the will was procured through the undue influence of Frank L. Shepard, who was made a beneficiary and one of the executors and trustees in the will.

The testator left property valued at approximately $16,-ooo. One thousand dollars of his property was personal property and the remainder was real estate. By his will he bequeathed to Frank L. Shepard all of his Sons of Veterans and Masonic badges, jewels, decorations and medals, all pictures, books, clothes, papers, jewelry, furniture and personal effects. The remainder of the estate, real, personal and mixed, he devised and bequeathed to his executors, William T. Church and Frank L. Shepard, with directions to convert the same into money within two years after his death. He then directed (i) that they pay to George Abbott Buckley the sum of $500; (2) that they pay to his brother, Edwin F. Abbott, “one-fourth of the remainder of my said estate, less the sum of $2000;” (3) that they then divide the residue into three equal parts, and that they pay one such part each to Mrs. Margaret Abbott Walker, William T. Church and Frank L. Shepard, and in case of the death of any one or more of said three persons, then in such case her, his or their share should pass to the heirs-at-law of such deceased person or persons. Neither executor was required to give any bond or security as executor. The will was executed April 8, 1911. •

The bill alleged, in substance, that the testator at the time of making his will was ill and by reason of domestic troubles and of his illness was easily influenced; that the will was prepared by William T. Church and Frank L. Shepard and under their advice arid direction; that they were practicing law as partners in Chicago at the time the will was executed and were the legal and confidential advisers of the testator, and that they took advantage of the confidence he reposed in them and by undue influence procured the alleged will to be executed and whereby they were made the principal beneficiaries thereunder. All charges of undue influence were denied in the answer of appellees.

It is diclosed by the evidence that at the time the will of the testator was executed he was fifty-five years of age and was possessed of a sound mind and of a strong mentality. There is no evidence of his being in an enfeebled condition, either mentally or physically. Six years prior to the execution of his will he was divorced from his wife, but the record does not show that that incident affected him in any way whatever. He was a practicing physician, and in 1888 was elected commander-in-chief of the Sons of Veterans and served two years. He afterwards spent a few years in Honduras and returned to the United States in 1897. In 1898 Frank L. Shepard was elected commander-in-chief of the Sons of Veterans and the testator was made his national secretary. William T. Church was at this time commander of the Illinois Division of the Sons of Veterans. The three had offices in the Tacoma building, and being engaged in the same work in said organization their association ripened into very strong friendships, which continued until the death of the testator, June 14, 1917. In 1902 Shepard and Church became partners in the law firm of Barker, Church & Shepard. Church and Shepard became partners largely through the influence and persuasion of the testator, who thereafter had a desk in their office and used the office as it suited his convenience, received his mail there, kept an account with them and deposited with them his rents and sometimes his salary, and this account and deposit continued with them up to his death. They rendered a great deal of service for him until the time of his death,—kept his accounts, took charge of his money, received his rents, took care of his property, superintended the re-building of his houses in 1914 and made contracts and paid the bills. Shepard was his attorney in 1905 in the divorce proceedings. One Haynes represented him in a suit in the United States court, Church and Shepard being therein consulted as friends but not as lawyers, as Church in his testimony put it. They helped him secure his bond in that suit. Shepard and Church represented him as attorneys in 1915 before the board of review. During a part of the time, in his absence from the State, they looked after all of his personal affairs, paid his lodge dues, insurance premiums, and kept his private papers in a tin box in their,, vault. His moneys received by them were deposited in the partnership account in a bank. Sometimes he had large sums thus deposited in their account, at other times it would all be checked out by the testator, but he drew checks whenever he wanted money, whether he had much, little or none left in his account, and all such checks were paid by them. There is no dispute in the evidence, most of it being given b}r Church, who was called as a witness for the appellant. Church testified that the first time he knew anything about the will or its contents was when it was opened after the death of Dr. Abbott, and that he had nothing to do whatever, by suggestion or otherwise, in its preparation.

On the introduction of the testimony taken in the probate court in the proceeding to probate the will, and which was offered by appellant, the appellees objected to the evidence contained in the following examination of the witness R. W. Lewis, one of the witnesses to the will, to-wit:

Q. “Where was this will executed?
A. “In our office,—the office of Church, Shepard & Day. The firm then was Barker, Church & Shepard, at that time.
Q. “Who drew the will; do you know?
A. “Well, I don’t remember positively, but judging from the form of that certificate I think Frank L. Shepard.
Q. “You did not draw it?
A. “No, I don’t think I did. I may have, but I think not.”

The same character of evidence offered by appellant, found in the testimony of Anna L. Ekval before the probate court, was also objected to by appellees, the testimony objected to being the following:

Q. “Where was this will signed ?
A. “Why, over at the attorney’s office,—Church, Shepard & Day.
Q. “How did you happen to be in their office at the time?
A. “I am employed there.
Q. “Still employed there?
A. “Yes, sir.
Q. “How long had you known Mr. Abbott before this time?
.A. “Oh, I had known him about fifteen years.
Q. “Do you know who drew this will?
A. “Why, I think Mr. Shepard,—Frank L. Shepard.
Q. “He is one of your employers?
A. “Yes.”

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Bluebook (online)
123 N.E. 306, 288 Ill. 91, Counsel Stack Legal Research, https://law.counselstack.com/opinion/abbott-v-church-ill-1919.