Corder v. Clark

614 N.E.2d 1348, 245 Ill. App. 3d 1088
CourtAppellate Court of Illinois
DecidedJune 10, 1993
DocketNo. 5-91-0612
StatusPublished
Cited by6 cases

This text of 614 N.E.2d 1348 (Corder v. Clark) 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
Corder v. Clark, 614 N.E.2d 1348, 245 Ill. App. 3d 1088 (Ill. Ct. App. 1993).

Opinions

JUSTICE WELCH

delivered the opinion of the court:

Plaintiffs, Erma D. Corder, Ethel M. Walker, Joy Lyle Walter, Jettie Ola Howard, and William A. Walker, appeal from the July 12, 1991, judgment of the circuit court of Wayne County granting summary judgment on plaintiffs’ second amended petition to contest will, in favor of defendant, Leona Emagene Clark, as executrix of the estate of Lyle King, deceased, and other named defendants who were legatees and devisees under the last will and testament of Lyle King. The executrix cross-appeals from the July 24, 1991, order of the circuit court of Wayne County denying her motion for attorney fees pursuant to the provisions of Supreme Court Rule 137 (134 Ill. 2d R. 137). For reasons stated as follows, we affirm.

The decedent, Lyle King, and his wife, Beatrice L. King, executed a “Joint and Mutual Last Will and Testament” on March 6, 1986. The joint and mutual will provided that upon the death of each of the joint testators, his or her debts, expenses of administration, and funeral expenses were to be paid and that each of the joint testators devised and bequeathed all of his or her estate to the survivor. The joint and mutual will provided in article III that upon the death of the last joint testator, all of the rest, residue, and remainder of the joint testators’ estates would be divided in equal shares and devised to 17 named individuals. The record indicates that the 17 individuals were the then-prospective heirs of Mr. and Mrs. King, six of those individuals being nieces and nephews of Lyle King and the remaining 11 individuals being nieces and nephews of Beatrice L. King. Article III further provided that if any of the above-named individuals should predecease the last of the surviving joint testators, then his or her share should go to that individual’s descendants, per stirpes. Finally, the joint and mutual will named Leona Emagene Clark, from Mrs. King’s side of the family, and Melvin Donal Walker, from Mr. King’s side of the family, as coexecutors of the estate and provided that if either person could not serve as a coexecutor then there should be a successor named from that respective side of the family.

Beatrice L. King predeceased her husband, Lyle King, who died on September 4, 1989. A petition for probate of Mr. and Mrs. King’s joint and mutual will was filed by Leona Emagene Clark on October 19, 1989. Melvin Donal Walker, one of the six named individuals from Mr. King’s side of the family and named coexecutor, also predeceased Mr. King. The record indicates that plaintiffs, the remaining five named individuals from Mr. King’s side of the family, refused to serve as successor coexecutor and refused to consent to the probate of the joint and mutual will. The will was admitted to probate, and Leona Emagene Clark was appointed sole representative of the estate on November 17,1989.

The record indicates that the aggregate value of the estate was approximately $300,000. Plaintiffs, as the heirs of Lyle King and named legatees under the joint and mutual will, and the remaining legatees under the joint and mutual will received notices from the executrix on November 20, 1989, of the admission of the will to probate and of their right under section 8 — 1 of the Probate Act (111. Rev. Stat. 1989, ch. llO1^, par. 8 — 1) to contest the validity of the will.

On February 6, 1990, the attorney for the executrix sent letters to the legatees under the will stating that the executrix had to make arrangements for the disposition of the tangible personal property of the estate and thought that there were some items which the legatees would want to retain in the family rather than to have to dispose of them at a sale. The letter itemized sentimental memorabilia or heirlooms such as Bibles, funeral books, photographs, an afghan, a dinner bell, a marriage license, and other records. The executrix recommended that certain items having a connection to Mrs. King be turned over to her to be divided among the legatees on Mrs. King’s side of the family and that the remaining items having a connection to Mr. King be turned over to Ethel M. Walker to be divided among the legatees on Mr. King’s side of the family. The letter stated that all legatees would have to approve of the distribution as recommended and each legatee would further have to agree that he or she was deemed to have received, for purposes of distribution of the assets of the estate, a share equal in value to the share received by each other legatee. Finally, the letter reiterated that unless all legatees agreed to distribution as outlined in the letter, the executrix would have to sell or otherwise dispose of the named articles. “Entry of Appearance and Consent” forms were enclosed with the letters to the legatees. The record indicates that each of the five plaintiffs signed a consent to the executrix making distribution of the tangible personal property of the estate as recommended by the executrix in the February 6, 1990, letter from her attorney.

Plaintiffs filed their petition to contest the joint and mutual will on May 17, 1990. Following dismissal of this petition and the first amended petition to contest will, plaintiffs filed their second amended petition to contest will on February 4, 1991. The three-count second amended complaint alleged that the joint and mutual will was invalid based on lack of testamentary capacity of Beatrice King and/or Lyle King and on undue influence of the joint testators on the part of Leona Emagene Clark.

The record indicates that plaintiffs’ attorney received a letter dated September 24, 1990, from an attorney representing one of the defendants in the case urging that, under the doctrine of election, the will contest could not be maintained because plaintiffs had received a benefit under the will. The letter cited as authority Kyker v. Kyker (1983), 117 Ill. App. 3d 547, 453 N.E.2d 108, and In re Estate of Joffe (1986), 143 Ill. App. 3d 438, 493 N.E.2d 70. Under the doctrine of election, one cannot simultaneously accept benefits conferred by a will while setting up claims contrary to the terms of the document itself. (Joffe, 143 Ill. App. 3d at 440, 493 N.E.2d at 72.) Neither the first nor the second amended petition made any allegations referring to facts constituting any exception to the doctrine of election. Plaintiffs made no tender of the property received from the estate to the executrix with the filing of either the first or second amended petition to contest will.

The executrix filed a motion for summary judgment on the second amended petition to contest will on March 13, 1991. She attached to the motion the affidavits of herself and her attorney, copies of the February 6, 1990, letter from her attorney, and the consents signed by plaintiffs. Based on these affidavits, the executrix contended there was no material issue of fact that she had proposed a partial distribution of personal property under the estate to each legatee including the plaintiffs. In addition, the executrix urged there was no material issue of fact that plaintiffs had consented to this partial distribution when they filed their written consents with the court.

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Bluebook (online)
614 N.E.2d 1348, 245 Ill. App. 3d 1088, Counsel Stack Legal Research, https://law.counselstack.com/opinion/corder-v-clark-illappct-1993.