Hauptman v. Graehl

175 N.E. 1, 343 Ill. 128
CourtIllinois Supreme Court
DecidedFebruary 18, 1931
DocketNo. 20429. Decree affirmed.
StatusPublished
Cited by3 cases

This text of 175 N.E. 1 (Hauptman v. Graehl) 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
Hauptman v. Graehl, 175 N.E. 1, 343 Ill. 128 (Ill. 1931).

Opinion

Mr. Justice Farmer

delivered the opinion of the court:

Minnie Hefner Hauptman, a daughter of Peter Lutje, and five of his grandchildren, who were the children of a deceased daughter, filed their bill October 4, 1929, in the circuit court of McLean county to contest the will of Peter Lutje. The complainants charged in their bill that the decedent lacked testamentary capacity, and that his daughter Mary Graehl, who received the greater portion of the estate, unduly influenced him and dominated his acts in the making of his will. After answers and replications were filed the cause was submitted to a jury, and a verdict was returned finding the instrument offered in evidence to be the last will and testament of Lutje. A motion for a new trial was denied and a decree rendered declaring the instrument admitted to probate on September 3, 1929, by the probate court of McLean county to be the last will and testament of Lutje and dismissing complainants’ bill for want of equity. From that decree an appeal has been perfected to this court.

Peter Lutje lived on West Washington street, in Bloomington, Illinois, when he made his will, December 27, 1928. A few years prior thereto he and his wife lived in Sibley, Illinois, and two of their grandchildren lived with them. After they moved to Bloomington Mrs. Lutje died, the grandchildren left, and a daughter, Mary, kept house for her father. The West Washington street property which Lutje owned was a two-story double house or apartment building. He and his daughter Mary lived on the east side and apparently kept roomers at times. She was later married to Carl Graehl and they continued to reside there with her father. The west side of the apartment building was occupied by one of the complainants, Minnie Hefner Hauptman, and her daughter Luella Kerr. During the fall of 1928 Lutje became ill. He used some medicines and remedies suggested to him and furnished by an old soldier named Stewart, who was eighty-six years of age and resided in Normal, Illinois. A physician who lived in Colfax, Illinois, and who had known and treated Lutje’s family for twenty-five years or more, was called about December 19, 1928, and again on December 24. Another doctor residing in Normal treated Lutje on December 25 and 26. A third doctor was called in to see him about the first of January, 1929, and at this time a trained nurse was with the patient for a while. He had organic heart trouble, a dropsical condition affecting the lower limbs, was short of breath, somewhat bloated and nervous and was unable to sleep. On the morning of December 27 Ernest Kuttler, a retired boilermaker who lived in the neighborhood, called upon Lutje, and the latter asked him to go up-town and get Ivan Cole, a lawyer, as he (Lutje) wanted to make a will. Kuttler said he did not know where to go, and Lutje asked his son-in-law, Graehl, to get Cole. Graehl went to Cole’s office as requested and Cole came alone to Lutje’s house later in the morning. The attorney met Mrs. Graehl, Mrs. Hauptman and Kuttler there. The two women left the room and Cole and Kuttler remained in the living room with Lutje, who was seated in a chair near a table. The attorney talked with Lutje about his will, and the latter told him who his relatives were, what property he owned and directed how he wanted to dispose of it. Cole took notes of Lutje’s requests and went back to his office to prepare the will. After it was drafted and typewritten Cole returned to Lutje’s house late in the afternoon. Mrs. Hauptman went after Kuttler, requesting him to come over, and in the presence of Lutje and Kuttler the attorney read the will to Lutje, who said it was just what he wanted. Lutje signed his name to the instrument in the presence of Kuttler and Cole and they signed it as attesting witnesses. By this instrument he directed that all his- debts and funeral expenses be paid; that .his executrix sell all his real and personal estate and from the proceeds thereof the bequests mentioned therein were to be paid. He bequeathed to his daughter Minnie Hefner Hauptman, one of the complainants, $500; to Minnie’s daughter Luella Kerr, $500; to each of the five grandchildren, who were children of a deceased' daughter, $100; to his sister, who lived in Germany, $100, and to his daughter Mary Graehl, $2000. All the residue of his estate was bequeathed to Mary Graehl, and she was named as executrix, to act without bond or compensation. Lutje’s health improved after the serious illness previously referred to, and he died July 23, 1929. The surviving heirs-at-law of the testator were his two daughters, Minnie Hefner Hauptman and Mary Graehl, and the five children of a deceased daughter.

The contestants, who are appellants here, assert in their errors relied upon for reversal, that the court erred in permitting proponents of the will to give opinions as to the mental capacity of the testator without establishing a proper foundation for such testimony; that the court erred in refusing to admit some of the evidence offered by complainants relative to what the daughter Mary said to her father about 8:3o o’clock on the morning of the day the will was executed, also what was said by the testator about his will to another witness five months after making it; that other testimony of an impeaching character should have been admitted; that proper instructions were offered and refused, and that the verdict was contrary to law and the weight of the evidence. Not all of these alleged errors are discussed in the brief of counsel.

Ivan Cole testified, in substance, that he had practiced law in Bloomington six years; that he had known Lutje since the summer of 1928, when he came to the attorney’s office and consulted him concerning a note which he had signed as security for an old gentleman named Hammer, who lived at Stanford. The note was due and Lutje wanted Cole to try to make Hammer pay the note. The attorney related going to see Lutje at his house on the morning of December 27, 1928, and talking with him in the presence of Kuttler about Lutje making a will. He said Lutje told him how he wanted to dispose of his property, named his daughters, his grandchildren and his sister in Germany, and stated how much he wanted each to receive. Cole stated Lutje said he wanted to give Luella Kerr $500, because the only way she would get any money that he left her would be to give it to her direct, as money slipped through her mother’s hands like water and she would just “blow it in.” The witness also testified that Lutje said his daughter Mary had always stayed with him and his wife and had taken care of them, and giving her the property was the only way he could re-pay her. Lutje told Cole he owned the West Washington street property, some residence property in Sibley and some certificates in the American State Bank. He was sick and was limping around at the time but sat in a chair at a table while talking to Cole about making his will. He said he wanted Mary to be executrix and Kuttler to be a witness. While Cole was there Lutje asked if the Hammer note had been paid and inquired how much Cole intended to charge him- for making the will. Cole testified that just he, Kuttler and Lutje were present in the room when he returned to the house in the afternoon with the will; that the instrument was read to Lutje, who approved it, and it was then executed and attested by himself and Kuttler. Cole was of the opinion that Lutje was of sound mind when the will was executed. Cole further stated that he talked with Lutje again in the spring of 1929, before he died. He went to Cole’s office at that time to see the attorney about the Hammer note.

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Bluebook (online)
175 N.E. 1, 343 Ill. 128, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hauptman-v-graehl-ill-1931.