Forberg v. Maurer

168 N.E. 308, 336 Ill. 192
CourtIllinois Supreme Court
DecidedOctober 19, 1929
DocketNo. 19347. Reversed and remanded.
StatusPublished
Cited by9 cases

This text of 168 N.E. 308 (Forberg v. Maurer) 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
Forberg v. Maurer, 168 N.E. 308, 336 Ill. 192 (Ill. 1929).

Opinion

Mr. Justice; Dunn

delivered the opinion of the court:

This appeal is from a decree of the circuit court of Madison county in a suit to contest the will of Anna Cook, setting aside the probate. Mrs. Cook died on July 14, 1927, leaving no husband or descendant, her heirs, twenty-nine in number, being nephews and nieces, grand-nephews and grand-nieces. She had one brother and two sisters, all of whom died before her. Her will was admitted to probate on August 23, 1927, and on December 2, 1927, twenty-eight of the twenty-nine heirs filed a bill to contest its validity, alleging that at the time of executing it she was not of sound mind and memory but was in her dotage, suffering from insane delusions, and her mind and memory were so impaired as to render her wholly incapable of making any just and proper distribution of her estate. The bill further charged that Charles Maurer, Herman Metz and Irwin Maurer used and exercised many undue arts and fraudulent practices and resorted to falsehoods and misrepresentations to induce her to execute the instrument. The heir who did not join in the bill was a minor, who was made a defendant. The cause was submitted to a jury, which, after a trial lasting a week, returned a verdict finding that the writing was not the will of Anna Cook. At the close of the evidence the solicitors of the contestants stated in open court that they abandoned the charge of fraud and undue influence, it was ordered stricken from the bill, and the jury was instructed to disregard it in considering the case.

The sole issue at the trial was, therefore, whether the testatrix, at the time of executing the written instrument offered for probate as her will, was of sound and disposing mind and memory. The test whether she was of sound and disposing mind and memory, — that is, had testamentary capacity at the time of executing the instrument, — is, Did she have sufficient mind and memory to enable her to understand the particular business in which she was engaged ? If she was able to remember who were the natural objects of her bounty, recall to mind her property and make a disposition of it understanding^ according to some purpose or plan formed in her mind, she was possessed of testamentary capacity. This is the standard which has been approved by many decisions, some of which are Craig v. Southard, 148 Ill. 37, Bradley v. Palmer, 193 id. 15, Austin v. Austin, 260 id. 299, Williams v. Ragland, 307 id. 386, and Bailey v. Oberlander, 329 id. 568.

Mrs. Cook was eighty-two years old at her death. She had been a widow over thirty years, her husband, Ed Cook, having died in 1896. He left an estate consisting of a farm of 160 acres, on which he had resided with his wife, and personal property, but no descendant. His heirs were his wife and one sister, and in the distribution of his estate his widow received the 80 acres on which was the residence, and about $12,000. She continued to reside upon this 80 acres until her death, and during this time added to it another 40 acres and acquired another farm of 141% acres. This farm was worth at her death $18,000, while the home farm was worth $15,000. She also owned at her death block 12 in Cohn’s addition to Collinsville, worth $7000, four other lots in Collinsville worth $4500, eighty-three shares of stock in the State Bank of Collins-ville worth $16,102, other stocks worth $1145, time certificates of deposit $7310, Liberty bonds $7900 and good promissory notes $8923, making the total value of her estate $85,880.

The will, after providing f^r the payment of the testatrix’s debts and» funeral expenses, bequeathed to her nephew Carl R. Eorberg all her mining stock, mining interests and mining rights and claims in Colorado, and also devised to him the home farm of 120 acres for life, directing that within one year after his death, or after his youngest child should attain the age of twenty years, whichever happened last, the land should be sold by the executor of the will and the proceeds distributed to such of the children of Forberg as might be living at the time of the sale and among the descendants of any deceased child, the descendants of a deceased child to take the portion the child would take if living. The will then bequeathed $600 to each of the children of the testatrix’s sister Ernestine Roedger who might be living at the time of the testatrix’s death, and if any of her children should have died at that time the descendants of such child should receive the sum of $600. The will also gave a like legacy of $400, with the same limitations, to each of the children of the testatrix’s sister Augusta Putsch. The fifth clause of the will bequeathed to Charles Maurer $1000 in trust, the income to be used for the perpetual upkeep of the testatrix’s lot in Glenwood Cemetery, and to use such of the income as might not be necessary for the upkeep of the lot for purchasing flowers to be placed on the graves of the testatrix and her husband on Decoration Day and such other days as the trustee should see fit. The sixth clause gave to Charles Maurer, Anna Maurer and Mathilda Cook, or such of them as might survive the testatrix, the right to purchase all her bank stock at its book value at the time of her death, provided they, or any of them, should elect to purchase the stock at that price within six months after the testatrix’s death. The proceeds of the sale, or the bank stock itself as to which the privilege of purchasing was not exercised, was to be turned over to the trustees named in clause 7 of the will. The seventh clause of her will devised the testatrix’s real estate located in the south half of section 30 and in the north half of section 31, township 3 north, range 7 west of the third principal meridian, and in section 25, township 3 north, range 8 west, together with block 12 in Cohn’s addition to Collinsville, and all of her bank stock or the proceeds thereof, as provided in clause 6 of her will, to Charles Maurer, Herman Metz and Irwin Maurer, trustees, in trust, to provide a site for the erection of a non-denominational hospital in or near Collinsville, to be called “The Anna Forberg Cook Hospital,” and also to provide a fund, the interest from which should be used in partially defraying the expenses of such hospital. The testatrix expressed the wish that her trustees should, if it was advisable, cause such hospital to be erected on one of the tracts devised to them, or if in their opinion it was not expedient to erect the hospital on those premises, then they might use a portion of the principal of the trust fund for the purchase of a suitable building site. The rents from the real estate and income from the other trust property, after the payment of taxes, insurance and repairs, were directed to be accumulated by the trustees as the nucleus of a fund for the erection of a modern hospital building until such time as the fund accumulated should be sufficient for the erection of a hospital or until a fund for such erection should be supplied by charitably inclined persons or by the city of Collinsville, it being understood that such hospital, however erected, should be called the Anna For-berg Cook Hospital.

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Bluebook (online)
168 N.E. 308, 336 Ill. 192, Counsel Stack Legal Research, https://law.counselstack.com/opinion/forberg-v-maurer-ill-1929.