Bates v. Lutz

220 Ill. App. 54, 1920 Ill. App. LEXIS 206
CourtAppellate Court of Illinois
DecidedOctober 27, 1920
StatusPublished
Cited by5 cases

This text of 220 Ill. App. 54 (Bates v. Lutz) is published on Counsel Stack Legal Research, covering Appellate Court of Illinois primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bates v. Lutz, 220 Ill. App. 54, 1920 Ill. App. LEXIS 206 (Ill. Ct. App. 1920).

Opinion

Mr. Justice Graves

delivered the opinion of the court.

Appellees as executors of the last will and testament of Erastus W. Bates, deceased, filed a petition in the probate court of Logan county under sections 81 and 82 of the Administration Act (J. & A. ¶¶ 130, 131), in which it is averred that the petitioners believe that appellant has in his possession a large number of shares of the capital stock of certain corporations that stand in his name on the books of the corporations, but which in fact belonged to the deceased at the time of his death and now belong to his estate, and that appellant wrongfully refuses to turn the same over to the estate. £he prayer of the petition is that appellant be required to assign all of such shares to appellees as executors of said estate.

Appellant by his answer set up title to the shares of stock in himself and denies the jurisdiction of the probate court under sections 81 and 82 of the Administration Act to determine to whom such shares of stock belong. On appeal from the probate court the circuit court found the issues for the petitioners and that the shares of stock in question were the property of Erastus W. Bates, deceased, in his lifetime, and that they now belong to the estate, and ordered that the same be transferred to the estate.

The only question raised or argued in this court is whether the probate court and the circuit court on appeal from the probate court have any jurisdiction to try and determine the question of title to this property in a proceeding begun and conducted under sections 81 and 82 of the Administration Act.

In support of the affirmative of that proposition, appellees have cited numerous cases, all of which we have examined. What is really held in those cases may be digested as follows:

In Bertolet v. Stoner, 164 Ill. App. 605, which was an action under sections 81 and 82 . of “the Administration Act by an administrator for the recovery of a certificate of deposit from an adopted daughter of the deceased of whose estate appellant was administrator, the court tried the title to the certificate and found it was the property of the adopted daughter and the Appellate Court held that the trial court had ample authority in that proceeding to try the title and enter the order appealed from.

In Wade v. Pritchard, 69 Ill. 279, a proceeding was begun by citation under section 90 of the Statute of Wills to compel appellant to surrender some promissory notes to the administrator of an estate as the property of the estate. Section 90 of the Statute of Wills is not the statute under which the proceeding in this case was instituted. True, sections 81 and 82 of the Administration Act as adopted in 1872 and as amended in 1873 were undoubtedly passed as a substitute for section 90 of the Statute of Wills, but these provisions are not identical with section 90 of the Statute of Wills and are so far dissimilar as to make the construction of the one of doubtful aid in, the construction of the others. If the construction of section 90 of the Statute of Wills is to be considered helpful in the construction of the statute here under consideration, then it should be noted that in the case of Wade v. Pritchard the court says, with reference to such section 90: “The remedy was cumulative to those (actions of detinue, trover and replevin), and the only change it intended to introduce from an ordinary trial involving the ownership of property was to enable the court to compel the person charged with having the property, to discover, on oath, whether he had .property in his possession.” Not to try the title of the property, but whether he had it in his possession.

In Dinsmoor v. Bressler, 164 Ill. 211, an attorney had been employed by an administrator to collect moneys, and had collected the same but refused to turn the same over to the administrator. In a proceeding under sections 81 and 82 of the Administration Act the attorney was cited into court and an order was eventually entered committing him to jail for failure to turn the same over. The Supreme Court reversed the order and held that the summary means provided by sections 81 and 82 of the Administration Act could not be availed of to collect moneys that had come into the hands of an attorney of the administrator, and that those sections did not provide a means of trying contested rights or title between the executor and others; that such a proceeding would be in violation of the constitutional rights of the parties to have a jury trial of controverted questions. The court there said, it may be true that an attorney who had collected money for the deceased in his lifetime and had embezzled the same may be proceeded against under sections 81 and 82. That statement was not necessary to the determination of the questions before the court and must be regarded as obiter dicta.

In Martin v. Martin, 174 Ill. 371, the proceeding was begun by petition by several executors to have the court try and determine who was the real owner of. certain notes held by one of them under claim of ownership, hut which his coexecutors claimed belonged to the estate. What is said in the opinion has no bearing on the question involved in the case at bar.

In Adams v. Adams, 181 Ill. 210, the question whether a trial of title to property could be had under sections 81 and 82 of the Administration Act is not involved.

In Taylor v. Harmison, 79 Ill. App. 380, while the title to property was adjudicated between persons interested in the estate and third persons upon a petition filed under sections 81 and 82 of the Administration Act, the controverted question was whether there had been a valid gift of the property in question by the deceased to the respondent in the petition. The question of jurisdiction was not raised, adjudicated or considered. This case is, therefore, not authority on those questions.

In Rinard v. Lasley, 143 Ill. App. 450, the same condition is found.

In Wahl v. Jacobs, 146 Ill. App. 71, the court expressly holds that the probate court has power to adjudicate titles in a proceeding begun under sections 81 and 82 of the Administration Act, and cites in support of such holding the case of Wade v. Pritchard, 69 Ill. 279, which, as already suggested, arose under section 90 of the Statute of Wills instead of section 81 of the Administration Act.

In Day v. Bullen, 226 Ill. 72, a petition was filed by a beneficiary under the will of Robert F. Bullen seeking to have a special administrator appointed to sue the executrix of the estate of the said Robert F. Bullen to recover for the estate certain- shares of the capital stock of a corporation which the petitioners claimed belonged to the estate, but-which the executrix refused to schedule as such, or, in the alternative, to have the said executrix cited into court and ordered to list the said shares^ of stock as the property of the testator. The prayer of the petition was granted and Edwin C. Day was appointed as such special administrator to sue in law or chancery for the recovery of the assets of the estate in the hands of the executrix and not listed as assets of the estate. A bill in chancery was filed for that purpose. To that bill the executrix in her individual capacity filed her answer claiming the shares of stock -as her own. The court found the issues for her and dismissed the bill.

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Bluebook (online)
220 Ill. App. 54, 1920 Ill. App. LEXIS 206, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bates-v-lutz-illappct-1920.