Estate of Maher

606 N.E.2d 46, 237 Ill. App. 3d 1013, 179 Ill. Dec. 214, 1992 Ill. App. LEXIS 1321
CourtAppellate Court of Illinois
DecidedAugust 20, 1992
Docket1-91-1748
StatusPublished
Cited by15 cases

This text of 606 N.E.2d 46 (Estate of Maher) 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
Estate of Maher, 606 N.E.2d 46, 237 Ill. App. 3d 1013, 179 Ill. Dec. 214, 1992 Ill. App. LEXIS 1321 (Ill. Ct. App. 1992).

Opinion

JUSTICE McMORROW

delivered the opinion of the court:

The decedent, Grace Maher, died on February 19, 1990, at the age of 80. She was predeceased by her husband, Lawrence Maher, who died on November 4, 1988. Grace and Lawrence had no children. Petitioner, Edward Maher, is the nephew of Lawrence; respondent, Mary Anne King, is the niece of Grace Maher. On March 13, 1990, an instrument dated December 22, 1988, was admitted to probate as Grace’s last will. Respondent was the sole beneficiary under that will and was named and appointed as its executor. On April 4, 1990, petitioner instituted this action to contest the will. The third amended petition, the subject of this appeal, contained four counts alleging that the will was invalid due to (1) lack of testamentary capacity by Grace, (2) the exercise of undue influence by respondent, (3) fraud, and (4) the existence of irrevocable, mutual and reciprocal wills executed by Grace and Lawrence in 1987.

Respondent filed a motion to dismiss the petition in its entirety for failure to allege facts sufficient to state a cause of action. At a hearing on April 24, 1991, the trial court denied the motion to dismiss count I, but granted the motion as to the remaining three counts. Petitioner has abandoned his appeal from the dismissal of count III, alleging fraud. Thus, we consider only the sufficiency of count II, alleging undue influence, and count IV, alleging that mutual irrevocable wills were executed by Grace and Lawrence in 1987 pursuant to a contract between them not to revoke those wills.

The petition contains the following allegations: On May 13, 1987, while residents of the Alexian Brothers retirement facility in Milwaukee, Wisconsin, Lawrence and Grace executed wills (the 1987 wills) in which each devised his or her estate to the other and, upon the death of the surviving spouse, to petitioner and respondent in equal shares. Petitioner was named as executor in both wills.

On November 4, 1988, Lawrence died at St. Michael’s Hospital in Milwaukee, where he and Grace were both patients. At the time of Lawrence’s death, Grace was confined in a wheelchair and was unable to care for herself. The petition alleged that attending physicians at St. Michael’s Hospital diagnosed Grace as suffering, inter alia, from senile dementia, and advised the creation of a conservatorship because Grace had become incompetent and unable to handle her own affairs. In mid-November 1988, respondent travelled to Milwaukee and had Grace transported by ambulance to Evanston Hospital in Evanston, Illinois. Respondent took possession of all of the personal effects and papers of Lawrence and Grace, including the 1987 wills. Grace was diagnosed at Evanston Hospital as suffering from depression, dementia and congestive heart failure. On November 23, 1988, respondent had Grace transported to Bethany Methodist Terrace Home in Morton Grove, Illinois. At the time of her removal from Evanston Hospital, Grace was oriented only to her own person and could not remember either long- or short-term events without coaching. During the admission interview at Bethany, Grace described her daily activities as including getting up and going to work, despite that she was an invalid and had not been employed for several years.

The petition further alleged that on November 26, 1988, respondent caused Grace to execute a living will, which was witnessed by respondent’s close friend, Nancy Mayer. Later that same day, respondent executed a “do not resuscitate” order for Grace. In December 1988, respondent asked Nancy to recommend an attorney for the purpose of drafting a will for Grace. Respondent consulted with attorney George Kelly, since deceased, who prepared the will at issue. On December 22, 1988, Grace signed page two of the three-page document in the presence of respondent and two co-workers of respondent who accompanied respondent to the Bethany nursing home and signed page three of the will as witnesses. The will named respondent as executor and sole beneficiary of Grace’s estate.

Grace was subsequently transferred to Glenbrook Hospital where, on February 19, 1990, she died. The autopsy report stated that Grace’s primary disease was arteriosclerosis of the brain, supporting the clinical diagnosis of senile dementia. The immediate cause of death was severe bronchopneumonia.

The petition also contained allegations that six years earlier, respondent told petitioner that she hated Lawrence and Grace but was “counting on” their money; that when respondent arrived at St. Michael’s Hospital in Milwaukee, Grace ordered her away, charging that respondent was only “after [her] money”; that in relating this incident to petitioner, respondent expressed her hatred of Grace; that when told by petitioner, in mid-November 1988, that Lawrence’s estate passed to Grace, respondent stated, “that’s all I need to know”; and that respondent made statements to petitioner that she and he had been named co-beneficiaries of Grace’s estate.

Count II of the petition concluded by alleging that a fiduciary relationship existed between Grace and respondent by reason of respondent’s assumption of a position of dominance over Grace’s person and property and the resulting dependence by Grace, in her weakened physical and mental condition, upon respondent. Petitioner alleged that respondent procured the preparation of the will at issue, under which she receives a substantial benefit, i.e., the entire estate; and that respondent exercised undue influence to cause Grace to sign the will, which was contrary to an agreement with her late husband and her wishes.

Petitioner contends that the petition alleged sufficient facts to raise a presumption of undue influence by respondent in the procurement and execution of Grace’s will. Petitioner argues that the trial court therefore erred in dismissing count II for failure to state a cause of action.

Undue influence necessary to invalidate a will is that influence which prevents the testator from exercising her own free will in the disposition of her estate. It must be directly connected with the execution of the instrument, operate at the time it was made, and be directed toward procuring the will in favor of a particular party or parties. Peters v. Catt (1958), 15 Ill. 2d 255, 154 N.E.2d 280.

A presumption that a will was executed as a result of undue influence on the testator arises if: (1) a fiduciary relationship existed between the testator and a person who receives a substantial benefit under the will; (2) the testator was in a dependent situation and the beneficiary was in a position of dominance over the testator; (3) the testator reposed confidence and trust in the beneficiary; and (4) the beneficiary was instrumental or participated in the procurement and execution of the will. (Herbolsheimer v. Herbolsheimer (1975), 60 Ill. 2d 574, 328 N.E.2d 529; Peters v. Catt, 15 Ill. 2d 255, 154 N.E.2d 280; In re Estate of Jessman (1990), 197 Ill. App. 3d 414, 554 N.E.2d 718.) Old age and the physical or mental disability of the testator are also material circumstances on the issue of undue influence.

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Bluebook (online)
606 N.E.2d 46, 237 Ill. App. 3d 1013, 179 Ill. Dec. 214, 1992 Ill. App. LEXIS 1321, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-maher-illappct-1992.