Bailey v. Beall

96 N.E. 567, 251 Ill. 577
CourtIllinois Supreme Court
DecidedOctober 25, 1911
StatusPublished
Cited by6 cases

This text of 96 N.E. 567 (Bailey v. Beall) 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
Bailey v. Beall, 96 N.E. 567, 251 Ill. 577 (Ill. 1911).

Opinion

Per Curiam :

This was a bill filed by plaintiffs in error (hereafter called contestants) in the circuit court of Moultrie county to set aside the will of Stanton Adkins, deceased. The bill in apt language charged that Stanton Adkins did not possess mental capacity to make a valid will. An issue was submitted to the jury whether the writing offered in evidence was the last will and testament of Stanton Adkins, deceased. The jury returned a verdict finding that it was, and the court entered a decree in accordance with the verdict and adjudged costs against the contestants, who have sued out this writ of error to review that decree.

At the time of making his will Adkins was between seventy-nine and eighty years of' age. The will was signed on the 18th day of September, 1909, and Adkins died on December 29, 1909. His wife died about one and one-half years before he died. He left no children or descendants of children but left a large number of collateral heirs, among them one full brother, one half-brother, two half-sisters, and a large number of nephews and nieces and other remote relatives. He was the owner of personal and real property of the value of about $300,000. The will set aside $2000, the income from which was to be used by the execu-. tors as long as they lived and by trustees to be appointed after their death, for the keeping up of testator’s family burying lot and mausoleum. Fifty thousand dollars was directed to be used for the building of a hospital in the village of Lovington, Illinois, upon condition that the people of the county of Moultrie should raise and expend a like sum in building and equipping said hospital. In case the people of Moultrie county failed to raise the sum of $50,000, or secure pledges for it, within one year after admitting the will to probate, the $50,000 authorized to be paid out of the testator’s estate for building said hospital was to be divided equally between his brother, George W. Adkins, if living, and his nephew William S. Adkins. A bequest of $8000 was made to Emery Boggs, who was a son of testator’s deceased wife’s sister and who lived with the testator from the time he was a small boy until he reached manhood. A brother-in-law of testator was given $500, and George W. Adkins, the testator’s brother, and William S. Adkins, a nephew, if living, were made residuary legatees. E. L. Beall, James Bicknell and L. G. Hostetler were named as executors, and were given authority to convert all of the testator’s real and personal property, except notes, bonds and mortgages, into cash as soon as practicable. They were authorized to sell his farm of about 640 acres upon such terms and conditions as to them appeared to be to the best interest of the beneficiaries of the will. His bonds, notes and mortgages were to be divided among the residuary legatees. At the time the will was signed Stanton Adkins was in a feeble physical condition from sickness and old age. A large number of witnesses were called by the respective parties and testified upon the subject of the mental capacity of the testator. Their testimony covers more than 1500 pages of the record and was highly conflicting. As the decree must be reversed for errors in the. admission and rejection of testimony and giving instructions on behalf of proponents, we will not undertake to give the substance of the testimony. The evidence on behalf of the contestants tended to show that Stanton Adkins did not possess testamentary capacity to make a valid will, while that given on behalf of proponents tended to show that he did possess testamentary capacity. We express no opinion as to the weight of the testimony, but the evidence of the respective parties was of such character as to require correct rulings in admitting and rejecting evidence and giving and refusing instructions.

Numerous objections are made to the rulings of the court in the admission and rejection of testimony.

The testator made his first will July I, 1909. He had sent for and talked with the attorney who drew it, before it was prepared and signed. One of the beneficiaries died soon after, and the testator sent for the attorney, who prepared another will, which is the one here in controversy. Some three or more interviews occurred between the testator and his attorney concerning the disposition of the testator’s estate by will. The attorney who drew the will had represented the testator in litigation prior to drawing the instrument. He was an important witness for proponents as to Stanton Adkins’ testamentary capacity. He was also employed by the executors, upon the probate of the will, to act as their counsel in the management and settlement of the estate. The record shows this suit was begun by filing the bill February 4, 1910, to the March term, 1910, of the Moultrie county circuit court. The attorney appeared as counsel for the proponents, with LeForgee, Vail & Miller, also employed by proponents, until the 10th day of October, 1910, and took an active part in preparing the case for trial. October 10, 1910, the record shows he withdrew, and Eden Jennings, and E. E. AVright, a brother-in-law of the attorney and who officed with him, were entered as solicitors for proponents. The case was tried in December, 1910. The attorney, on cross-examination, testified he appeared for the executors in this suit and was interested in the case until it was decided between himself and associate counsel that he should withdraw as counsel and appear as a witness. The witness testified he was not sure when his brother-in-law was employed, but thought it was after he withdrew from the case; that he did not think he had talked with other counsel in the case after he withdrew, except to answer questions as to what his testimony would be. He testified Wright would tell him when he was going to be absent from the office making investigations in preparing for the trial, and when he returned witness would inquire of him the results. With Wright he went over the list of jurors constituting the panel for the term at which the case was tried, for the purpose of discussing the character of the men, expressing his opinion about them and giving proponents the benefit of his knowledge. Witness testified he still represented the executors in probate matters and other litigation; that his fees had not been paid or agreed upon; that there was no arrangement about fees in this case between himself and Wright, and that he did not expect a larger fee if the will was sustained than if not sustained. The witness was asked if he did not then represent the executors in this suit, and if he did not know or have good reason to believe, immediately upon the bill being filed, that he would be a witness in the case. Objections by the proponents were sustained to those questions. The witness testified he did not think he had his withdrawal from the case made a matter of record, but that the other counsel in the case might have done so. Witness was asked if at the time he withdrew, anyone’s name was substituted as counsel for proponents and if he did not have Wright’s name so entered. Objections to these questions were also sustained, and contestants insist the court erred in unduly restricting the cross-examination of the witness. We agree with this contention. While the attorney in a case is not disqualified by law from testifying as a witness in behalf of his own client, the, propriety of his doing so and the effect of his testimony have been passed upon by this court in a number of cases. ( Wetzel v. Firebaugh, ante, p. 190; Grindle v. Grindle, 240 Ill. 143; Bishop v. Hilliard, 227 id. 382; Wilkinson v. People, 226 id.

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Cite This Page — Counsel Stack

Bluebook (online)
96 N.E. 567, 251 Ill. 577, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bailey-v-beall-ill-1911.