Compher v. Browning

76 N.E. 678, 219 Ill. 429
CourtIllinois Supreme Court
DecidedFebruary 21, 1906
StatusPublished
Cited by26 cases

This text of 76 N.E. 678 (Compher v. Browning) 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
Compher v. Browning, 76 N.E. 678, 219 Ill. 429 (Ill. 1906).

Opinion

Mr. Justice Magruder

delivered the opinion of the court:

First—The first point made by plaintiffs in error in favor of a reversal of the decree below, sustaining the validity of the will of the testatrix, Caroline Mark, deceased, is that the verdict and decree are not sustained by the evidence.

As to the allegation in the bill, that the testatrix, at the time of the execution of her will, was not of sound mind and memory, that allegation is not sustained by the proof. On the contrary, the overwhelming weight of the testimony shows, that, when she made her will, Mrs. Mark was a woman of remarkably strong intellect, and of unusually sound mind and memory. Indeed, no proof was introduced by the contestants for the purpose of showing that she was not of sound mind and memory. But, in the course of the trial, counsel for the contestants admitted that she was a woman of sound mind and memory, and disclaimed any intention of making any insistence to the contrary. If, therefore, the verdict of the jury is not sustained by the evidence, it must be that the verdict is not so sustained, so far as it refers to the question of undue influence. The main inquiry, therefore, so far as the facts are concerned, is whether there was sufficient evidence, showing that the will was not obtained by undue influence on the part of Oscar P. McKenney, one of the executors and trustees, to justify the jury in finding the verdict, which they returned. The testatrix was some seventy-three or seventy-four years of age, when she made her will on March 24, 1894, and lived some six years there-' after, dying at the age of about eighty years. The evidence does not show that, during the period of her life, after the execution of her will, she made any complaint in regard to its provisions, or expressed any regret that it had not been made differently.

One of the circumstances, insisted upon as showing undue influence, is the fact that Mrs. Mark, in the winter or spring of 1893, employed Oscar F. McKenney to act as her agent in the management of her personal property, and executed to him the power of attorney, dated April 7, 1893, mentioned in the statement preceding this opinion. The proof tends to show that Oscar F. McKenney was the president or manager of a bank in Mount Carroll, and was a business man of ability and large experience. The testimony shows that he stood high in the community as a man of integrity and business capacity. Mrs. Mark had a large amount of personal property. An inventory of her estate was introduced in evidence, and is in the record. This inventory shows that, at that time, she had notes, mortgages, bonds and other securities, good ánd collectible, aggregating the sum of $320,782.06, and other choses in action, good and collectible, amounting to $385.50; that she had cash on deposit in the Carroll County Bank of Mount Carroll, $25,-096.67; cash at her residence, $1104.90; two hundred shares of stock of the First National Bank of Mount Carroll, valued at $32,000.00; notes, securities and choses in action, listed as desperate, amounting to $5626.28. The inventory also shows that she owned more than two hundred and twenty cattle, about four hundred hogs, more than twenty horses, and a large amount of grain, farming implements, and other personal property. In view of her advanced age, and in view of the amount and character of the personal property thus owned by her, it was tiatural that she should select some competent business man to manage her affairs for her. The proof shows that, in addition to the personal property in question, she owned, from 1892 to 1896, in the neighborhood of sixteen hundred acres of farming land, exclusive of timber, and other real estate in Mount Carroll, Savanna, and elsewhere. She conducted farming operations on some of these- lands during the tinhe in question. She employed Mc-Kenney to assist her in handling her loans and moneys, and another agent to help her in looking after her farming operations. In addition to this, the testimony shows that she had, before the appointment of McKenney, employed other agents to assist her in managing her personal and real property. One of these was named Ashway, with whom she appears to have had a litigation. Another was a man named Miles, and still another a man named Bucher. In view of the fact, that other agents had been employed to look after her affairs, and would therefore naturally be in the possession or control of much of her property, it was reasonable and natural that she should execute the power of attorney in question to the new agent, McKenney, in order that the latter might use such power of attorney as his authority for demanding the possession of her personal property from the other agents, so far as it was still under the control of the latter.

It is to be noted that McKenney was not appointed by the will as the sole executor and trustee thereunder, but that associated with him was Frederick S. Smith. It is also' to be noted that no legacy or devise was made to McKenney, or to Smith, by the terms of the will; and all the pecuniary benefits, which they were entitled to receive from their position as executors and trustees, were such compensation for their services, as would be reasonable and just and proper. It is true that the will charges the estate “with the payment of such reasonable compensation to the said Oscar F. Mc-Kenney and Frederick S. Smith, as they may deem just and proper, according to the time and attention they may severally devote to the affairs” of the estate. But the provision in question would naturally be construed by any court, as authorizing them to receive only such compensation for their services in executing the trust, as the law itself would allow, or as the court would determine to be reasonable. It seems from the evidence that McKenney himself desired the will to be so drawn as that he would have an associate in the management of the interests of the estate, as he was himself in ill-health, and had business of his own to attend to. It also appears that Mrs. Mark herself was consulted as to the choice of Frederick S. Smith to act as co-executor and trustee with McKenney. The facts, that a confidential agent of a testator or testatrix has drawn the will, or procured it to be drawn, and has been made executor and trustee thereunder, may be suspicious circumstances, which call for additional scrutiny as to the fairness of the transaction; but these facts alone do not invalidate the will where all the other circumstances, developed by the evidence, show that there was no fraud, or imposition, or attempt to exercise undue influence. (Schouler on Wills,—2d ed.—sec. 245.) In Livingston’s Appeal from Probate, 63 Conn. 69, it was held that the rule, under which undue influence is inferred from a confidential relation between the testator and the person procuring the will, has no application where such person takes nothing under the will; and that, where a lawyer, who has for a long time been the confidential adviser of a testatrix, draws her will, and by it is made executor of the will and a trustee under it, he is not to be regarded as taking beneficially under the will, but only as accepting duties under it which the testatrix imposes. In the case at bar, McKenney was only given power “to properly and safely loan and invest” the money and personal property of the testatrix, and had no power to convey real estate or release mortgages; and the proof shows that the testatrix herself executed such releases, whenever it was necessary to do so, up to the time of her death, and that she was consulted about, and informed of, all that took place in the management of her affairs.

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Bluebook (online)
76 N.E. 678, 219 Ill. 429, Counsel Stack Legal Research, https://law.counselstack.com/opinion/compher-v-browning-ill-1906.