Friberg v. Zeutschel

41 N.E.2d 512, 379 Ill. 480
CourtIllinois Supreme Court
DecidedMarch 16, 1942
DocketNo. 26496. Decree affirmed.
StatusPublished
Cited by7 cases

This text of 41 N.E.2d 512 (Friberg v. Zeutschel) 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
Friberg v. Zeutschel, 41 N.E.2d 512, 379 Ill. 480 (Ill. 1942).

Opinion

Mr. Justice Gunn

delivered the opinion of the court:

Albert Zeutschel died November 17, 1940, leaving a last will dated January 8, 1939, which was admitted to probate in Cook county. The appellees are six children of the decedent, and appellant Henry Zeutschel is the remaining child. The other parties defendant in the lower court were the surviving widow and the guardian of her estate, who do not appeal. The will of the deceased devised one third of his estate to his wife, and the remaining two thirds to appellant, and gave nothing to the other children, nor did he mention them in the will.

Appellees filed a will contest charging lack of mental capacity upon the part of the deceased at the time of the execution of the will, and also that it was procured through undue influence upon the part of Henry Zeutschel. After issues had been framed by the trial court the cause was tried before a jury, which found the instrument in question was not the last will of the deceased. Two special interrogatories were submitted, in one of which the jury found that Albert Zeutschel was not of sound mind and memory, and the other in which it found that the purported will was executed at a time when the testator was under undue influence from fraudulent practices by appellant. A motion for new trial was overruled and a decree entered setting aside the probate and holding the will null and void. Real estate is involved which gives this court jurisdiction.

Appellant assigns a number of errors, which may for the most part be disposed of by determining whether the trial court erred in permitting the contestants to open and close the argument to the jury, and whether the trial court erred in refusing to sustain a motion to .exclude from the consideration of the jury the issue of undue influence.

At the time of the execution of the will in question decedent was almost eighty years of age. About November 24, 1938, he was severely injured falling downstairs, and just prior to being removed to a hospital executed a will, which he signed by mark because his injury rendered him unable to write. While in. the hospital he was seriously ill with pneumonia and a part of the time semiconscious. His wife, who was a paralytic, was taken to the hospital and allowed to remain in the same room until he had sufficiently recovered, when they were both removed to St. Ann’s Home in Techny, Illinois, and remained there until about January 6, 1939, when they were both permitted to return to their home.

January 8, 1939, the will in question was executed and witnessed at the home of the decedent. It disposed of the property in the same manner as the will of November 24, 1938, but the decedent was able to sign his name on the last occasion, which is one of the reasons assigned for its re-execution.

The evidence upon the question of mental capacity is conflicting, and at the close of the contestants’ proof counsel for the defendant conceded there was enough evidence to submit such issue to a jury, but insisted there was insufficient evidence upon that of undue influence. It- appears appellant was the only beneficiary among decedent’s children; that the attorney who had prepared the will a second time, and the witnesses who attested the will, were called to the house by appellant; that the latter had been managing the property of his father; and there was some evidence tending to show the father could not carry on a connected conversation and was schooled by appellant as to how he should conduct himself in the bank, so it would permit the contents of the safety box to be delivered to appellant. It also appears that previous to this the bank had refused to honor a power of attorney giving appellant such right of entry. Other circumstances appear in the proof tending to show deceased was old and feeble and that appellant had ascendency over him, such as on one occasion the father was required to leave the room when talking to another son and attorney concerning the preparing of a will. All undue influence was denied, and the various circumstances produced by contestants explained, but still there was evidence in the record tending to establish this charge.

In Sulzberger v. Sulzberger, 372 Ill. 240, we said that where one benefits largely from a will of a testator enfeebled by age or disease, made through his agency, where others having equal claim to the testator’s bounty are absent, he is faced with the presumption that undue influence was exercised, and that the strength of the presumption depends upon the condition of the testator’s mind, and that it is not material that the chief beneficiary was not present when the will was actually signed. There was some evidence produced upon all of the elements, which we have said raises some presumption of undue influence. In the same case we also held that where in a will contest the evidence on the issues of mental capacity and undue influence is conflicting, and on either side is sufficient to sustain a verdict, it will not be set aside unless it is contrary to the manifest weight of the evidence.

We consider it unnecessary to review all of the evidence upon the question of testamentary capacity, as sufficient was produced on either side to support whatever verdict the jury might render. While the evidence produced by the contestants upon the question of undue influence was not as clear as it was upon the question of mental capacity, nevertheless the jury had both of these issues submitted to it by special interrogatory, and it found against the appellant upon each of them. We cannot say we are in a better position to pass upon the weight of the evidence than were the trial court and the jury. We think there was no error of the trial court in refusing to grant a new trial upon the ground of the insufficiency of the evidence upon the issue of undue influence, and no error is assigned that the evidence was not sufficient upon the issue of mental capacity.

Appellant also claims error was committed by the trial court in permitting the contestants to make the opening and closing addresses to the jury. The complaint alleged the making of the last will, the due probate thereof, and annexed a copy of it as an exhibit. The answer admitted these allegations. Preliminary to the trial of the contested issues the proponents identified and offered in evidence the will and also took the testimony of the four attesting witnesses. Appellees then introduced all of their testimony, and defendants then called their witnesses in rebuttal, and contestants offered some evidence in reply. After the evidence was concluded attorney for appellant claimed he had the right to open and close the argument. This was denied by the court.

Appellant claims the burden of introducing evidence shifts to the contestant during the course of the trial, but that the burden of proof in the sense of the obligation to prove the will is that of the testator rests upon the proponents throughout the trial. This was the former procedure in this State, when it was necessary not only for the proponent to make a prima facie case by showing the will was in writing and signed by the testator and duly witnessed, but also to offer his proof supporting the validity of the will, which entitled him to open and close the case to the jury. (Donovan v. St. Joseph’s Home, 295 Ill. 125; Grosh v. Acom, 325 id. 474; Dial v. Welker, 332 id. 509.) That procedure, however, has been changed by rule of court and by statute.

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Bluebook (online)
41 N.E.2d 512, 379 Ill. 480, Counsel Stack Legal Research, https://law.counselstack.com/opinion/friberg-v-zeutschel-ill-1942.