Crumbaugh v. Owen

87 N.E. 312, 238 Ill. 497
CourtIllinois Supreme Court
DecidedFebruary 19, 1909
StatusPublished
Cited by5 cases

This text of 87 N.E. 312 (Crumbaugh v. Owen) 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
Crumbaugh v. Owen, 87 N.E. 312, 238 Ill. 497 (Ill. 1909).

Opinion

Mr. Justice Hand

delivered the opinion of the court:

This was a bill in chancery filed by the appellees against the appellant and others, in the circuit court of McLean county, to set aside the last will and testament of James T. Crumbaugh, deceased, on the ground of undue influence and the want of testamentary capacity in said James T. Crumbaugh to make a will. An answer and replication were filed and issues of fact were made up and submitted to a jury, which decided that the instrument offered in evidence was not the will of James T. Crumbaugh, and a decree was entered in accordance with the finding of the jury. That decree was reversed by the judgment of this court upon the appeal of the executor, Wesley M. Owen, and the case was remanded to the circuit court, and in the opinion filed in that case, reported as Owen v. Crumbaugh, 228 Ill. 380, will be found a full discussion of the law applicable to the facts in this case and a copy of such portions of the will as throw any light upon the questions here involved. Upon the case being re-docketed in the circuit court, upon the motion of the defendants the bill was dismissed for want of equity, without the questions involved being again submitted to a jury. The case was then brought before this court by appeal by the complainants, and' the decree of the circuit court was again reversed and the cause remanded to the circuit court for a new trial before a jury. (Crumbaugh v. Owen, 232 Ill. 191.) On the case being again re-docketed the issues were submitted to a jury, which found against the will, and a decree. having been entered in accordance with the finding of the jury, the case is here upon the second appeal of the executor.

When the case was here the first time, this court, on page 393 of the opinion, said: “So far as the issue of undue influence is concerned, considered separately from the alleged delusions of the testator in regard to spiritualism, but little need be said. While the contention of contestants on this issue is not abandoned, still the evidence introduced in support of such contention is so meager that it cannot be seriously contended that the contestants’ position on this point is supported to such extent as to require any extended notice by this court. It is apparent from the method of treatment in the respective briefs of the parties that the controversy in regard to Crumbaugh’s testamentary capacity is regarded by both parties as the paramount and controlling issue in this case.” And after an exhaustive review of the facts and the law, the court, on page 413 of the opinion, said: “The verdict of the jury in this case is entitled to the weight and consideration that is accorded to a verdict in a law case; but a verdict in a law case cannot stand without some evidence to support it. Here, as we have seen, there is none, unless we are prepared to say that the bare fact that the testator was a spiritualist proves that he was insane. Such a holding would find no support in the law. Proponents requested the court to direct a verdict in their favor, which was refused. If there was evidence requiring the court to submit the case to the jury the refusal of the request was not error. If, upon the whole case, there was evidence fairly tending to support contestants’ bill the motion was properly denied. After giving this case the careful examination which its importance requires, we are firmly convinced that there is no evidence here even raising a suspicion in our minds that the testator was not entirely sane and as competent to make a will or transact any other kind of business as the average business man. We have examined the evidence with great care, and when it is all summarized and reduced to its final results it only proves that Crumbaugh was a believer in spiritualism; that he thought that he was doing a philanthropic work for his friends in Leroy by leaving this estate to establish this church and library, and however much one may differ from him as to the advisability of such a devise, that has nothing to do with the legal status of the will. If the testator had the capacity to make the will he had the capacity to select the beneficiaries. This he has done, and there the matter must rest.” And the court, on page 414, said“The court erred in refusing to direct a verdict for proponents, for which the decree must be reversed.” When the case was here the second time the court said (p. 196) : “When this case is again re-docketed in the circuit court it will be for trial by jury precisely as in the first instance. If it is again submitted to a jury and the proof -is not substantially different from that offered upon the first trial, the chancellor should, upon proper motion made either at the close of the evidence for the contestants or at the close of all the evidence, direct a verdict for the proponents. If the evidence should be substantially different and such motion should be made, the chancellor, in disposing of it, should be governed by the ordinary rules applicable in such case.” The question, therefore, now presented for decision is, are the proofs in this regard substantially different from those offered upon the first trial ?

Upon the first trial twenty-four lay witnesses and eight physicians testified on behalf of the complainants and fifty-five non-expert witnesses and twelve expert witnesses testified on behalf of the defendants, while upon the last trial eighty-seven witnesses testified in favor of the defendants and twenty-six in favor of the complainants, no expert evidence being offered by either of the parties. The testimony in this regard, with three exceptions which will hereinafter be considered, is of the same character and to the same effect as was the evidence introduced upon the first trial, and the testimony of the witnesses upon either side, upon the last trial, who were not called on the first trial, was merely cumulative and corroborative of what had been testified to on the first trial, and when the evidence offered upon this trial is considered as a whole, it clearly establishes that James T. Crumbaugh, at the time he made his will, was in all the business affairs of life entirely rational and sane, and demonstrated tó be a man of excellent judgment, prudence and forethought. This record, as did the former record, shows a total want of evidence to establish, even in the remotest degree, that the testator was influenced in making his will, in any way, by any living person, or that the will, when executed, did not dispose of the property of the testator exactly as he desired to dispose of it by his will. If, therefore, the will is to be set aside, it can only be done on the ground, first, that James T. Crumbaugh, at the time he made his will, was a spiritualist; or upon the ground, second, that he was influenced to make said will by the direction and suggestion of the spirit of his deceased child, which communicated with him, or which he believed communicated with him, through the instrumentality of certain mediums with whom he came in contact at public or private seances, and otherwise.

With reference to the first proposition,—that is, that the will should be set aside because James T. Crumbaugh, at the time he made the will, was a spiritualist,—this court, in Owen v. Crumbaugh, 228 Ill. 380, on page 407, said: “There is not in this record a scintilla of evidence of insane delusions in the testator outside of the bare fact that he believed in the general doctrine of the spiritualist organization.

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Bluebook (online)
87 N.E. 312, 238 Ill. 497, Counsel Stack Legal Research, https://law.counselstack.com/opinion/crumbaugh-v-owen-ill-1909.