Brown v. Peters

350 N.E.2d 565, 39 Ill. App. 3d 962, 1976 Ill. App. LEXIS 2689
CourtAppellate Court of Illinois
DecidedJuly 9, 1976
Docket75-349
StatusPublished
Cited by4 cases

This text of 350 N.E.2d 565 (Brown v. Peters) 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
Brown v. Peters, 350 N.E.2d 565, 39 Ill. App. 3d 962, 1976 Ill. App. LEXIS 2689 (Ill. Ct. App. 1976).

Opinion

Mr. PRESIDING JUSTICE ALLOY

delivered the opinion of the court:

J. L. Brown, executor of the last will and testament of Zathoe Hauter, appeals from an order of the Circuit Court of Bureau County admitting a certain document to probate as the second codicil to the last wiU and testament of the decedent. As noted in the opinion later, the second codicil purports to make a specific devise of the residence of decedent and a bequest of the household goods in the residence at the time of the death of the decedent. Such property would otherwise be disposed of by executor’s sale and the proceeds would be received by certain specific named beneficiaries in the original will.

The executor argues on appeal that the document is ambiguous and that other evidence surrounding its execution should be admissible to show the intent of the decedent. He also contends that the evidence would indicate that the document was not testamentary in nature.

Appellee Etta Mae Peters, who is the beneficiary designated in the tendered second codicil, contends that testamentary intent is clear from the document and that even the other evidence which was presented tends to support the finding of testamentary intent. Appellee also contends on appeal that the executor lacks standing to prosecute the appeal.

It appears from the record that Zathoe Hauter executed her last will and testament on November 12, 1965. In that will she left all household goods and furniture to her niece and nephew, and the remainder of her estate, including her residence, was to be sold and the proceeds therefrom used to pay specific bequests to various individuals, charities and public bodies. Any amount remaining after payment of specific legacies was to be divided equally between two named residuary legatees. J. L. Brown was designated as executor. Slightly over a month after execution of the will, on December 20,1965, the decedent executed her first codicil to her will which increased the bequest of one individual, who was provided for in the original will, and added specific bequests to two additional persons. In all other respects the original will was ratified and confirmed.

We glean from the reading of the documents filed in the case that petitioner, Etta Mae Peters, was employed by decedent as a housekeeper and companion. After the execution of the 1965 codicil, and apparently some time in 1969, the decedent and Etta Mae Peters executed a handwritten document which reads, in its entirety, as follows:

“Agreement — between 1st Party — Zathoe Hauter and
2nd Party — Etta Mae Peters
1st Party
I (Zathoe Hauter) give and bequeath unto 2nd Party (Etta Mae Peters) my residence at 1626 South Main Street, Princeton, Illinois. I also give and devise unto Etta Mae Peters all of the household goods and furnishings which I may own at the time of my death.
Signed: /S/ Zathoe Hauter
2nd Party
I agree to stay with, care for and be a companion to 1st Party (Zathoe Hauter) for as long as she shall live.
Signed: /S/ Etta Mae Peters
Witnesses
We are volunteering our names as attesting witnesses to the execution or agreement, which appears above.
The above agreement was signed by both parties in the presence of us.
/S/ Florence Peterson residing at Princeton, Ill.
/S/ Detra Guynn residing at Princeton, Ill.”

It is noted that the purported second codicil bears no date and there is a conflict in the testimony of the two attesting witnesses as to when the document was signed. One of the attesting witnesses, Detra Guynn, stated that she thought that the document was executed on October 4,1969. The other attesting witness, Florence Peterson, testified, however, that she thought the document was executed sometime in December of 1969. Apparently after the execution of the document with which we are concerned, the decedent and Etta Mae Peters both signed a typewritten document entitled “Memorandum of Agreement.” That agreement implies that Etta Mae Peters had tendered her resignation and stated she desired to move to Denver, Colorado, for employment and personal reasons. The typewritten document states:

so* jn consideration of her forebearing leaving my employment and in consideration of the love and affection I have for her, I have this day deeded to her my house and household furnishings reserving the life use of same upon her promise to remain in my employ as long as I shall live. ” ° 0
/S/ Zathoe Hauter
In consideration of the above mentioned gifts, I agree to remain in the employment of Zathoe Hauter and to care for and be a companion to her for so long as she shall live.
/S/ Etta Mae Peters”

This “memorandum of agreement” was not witnessed. It also appears that after the execution of the “memorandum of agreement” decedent executed a deed to the home in which she lived to Etta Mae Peters and, also, conveyed household goods, furniture and fixtures therein. Thereafter, on January 25,1971, Etta Mae Peters executed a quit claim deed reconveying the residence and a conveyance was also made of the household goods, furnishings and fixtures therein.

Zathoe Hauter died on March 30,1974. The estate was probated by the filing of the original will and the first codicil which were admitted to probate. Thereafter, Etta Mae Peters filed a two-count claim against the estate, based on the handwritten document with which we are concerned, and also, upon the “memorandum of agreement.” In Count I she alleged a contract for services performed, and in Count II she alleged that a contract had been undertaken to make a will covering the same residence and personal property owned by the deceased.

Thereafter, prior to any action taken on the claims filed in probate, Etta Mae Peters filed a petition for admission to probate of the handwritten document as a second codicil to the last will and testament of Zathoe Hauter. The executor, thereafter, filed a motion or a petition to dismiss the claim, but the court proceeded with the hearing both on the petition for admission of the codicil and on the executor’s petition to dismiss. The trial court, after hearing testimony of the attesting witnesses, and hearing the arguments, denied the motion of the executor to dismiss the petition and admitted the handwritten document as the second codicil to the last will and testament of Zathoe Hauter.

On appeal in this court, the executor argues that the instrument does not clearly manifest testamentary intent of the testator, and that surrounding circumstances should be considered showing that the document did not disclose a testamentary intent.

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Bluebook (online)
350 N.E.2d 565, 39 Ill. App. 3d 962, 1976 Ill. App. LEXIS 2689, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brown-v-peters-illappct-1976.