Holliday v. Shepherd

269 Ill. 429
CourtIllinois Supreme Court
DecidedOctober 27, 1915
StatusPublished
Cited by18 cases

This text of 269 Ill. 429 (Holliday v. Shepherd) 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
Holliday v. Shepherd, 269 Ill. 429 (Ill. 1915).

Opinion

Mr. Justice Carter

delivered the opinion of the court:

This is an appeal from a decree of the circuit court of Vermilion county setting aside the will of Jason H. McKinney, deceased. The bill alleged that the instrument in question was not signed by the deceased, that he was not of sound mind and memory at the time of its execution, and that such execution was obtained by fraud and undue influence of certain of the beneficiaries. On a trial of the issues raised by the pleadings the verdict of the jury stated that the writing in question was not the last will and testament of the deceased, and the decree was entered accordingly.

Jason H. McKinney died March 20, 1912, leaving as his only heirs a half-brother, Albert McKinney, one of the appellees herein, and Malinda Nichols, a half-sister, to each of whom he left $500, and George Holliday and Mary Stenger, children of a deceased sister. All of his property except the said two $500 legacies, consisting mainly of an eighty-acre farm, was divided by the will" equally between Reason Shepherd, a cousin, and Josephine Lawrence, a distant relative, who was the wife of the attorney who drew the will. The instrument was executed on May 6, 1893. McKinney had lived all his life in Vermilion county. There is no positive testimony in the record as to his age, but we gather from what was stated that he was nearly seventy years old at the time of his death.

The principal question urged by appellants is that the evidence does not sustain the verdict and decree. From the testimony there is little question that McKinney was not well developed mentally. Some of the witnesses testified that he was feeble-minded, and one or two stated they would consider him an idiot or an imbecile. The great weight of the testimony of all the witnesses is to the effect that he was weak mentally. Testimony of more than sixty witnesses was heard by the jury, — about twenty-five for appellants and about forty for appellees. Four doctors, a number of business men, farmers and others who knew the deceased at the time of the making of the will and previous thereto, testified for the appellants. About twenty of them testified they believed he knew his friends, what property he had and to whom he wished it to go, Many of them admitted he was of weak mental capacity, using different language, as, “not bright,” “not normal,” “peculiar,” “had an undeveloped mind,” “was like a child,” was considered “a joke” by those who knew him. Practically all the witnesses for appellees, many of whom had been intimately acquainted with him a long time, after stating the facts upon which they based their testimony, gave the opinion that he was not of sound mind, some saying he did not have sufficient mind to reason intelligently on any subject. Many witnesses stated that he was better at some times than at others. For years before he executed-this will he lived on the farm in question with his mother. She died shortly before the will was executed. The great weight of the testimony is to the effect that when living with his mother she took charge of the farm, and while he helped her, went on errands and did small jobs, he rarely acted independently of her directions. While some of the witnesses for appellants say he was a good judge of stock and talked about horses and trading a good deal, no one ever took such talk seriously. .He did little trading of any kind. The most he ever bought at the store was candy, tobacco, or something of like character. The testimony, we think, is uncontradicted that he often talked of getting married the same as he talked of making trades, buying and selling live stock, there being no real foundation for talk of this kind. Some of the witnesses stated that he was easily excited, would talk of doing certain things, but that no one ever took him seriously in regard to any of these matters. A tenant of his mother testified that McKinney would frequently call people his friends and other persons his enemies, when, as a matter of fact, the one he would call an enemy was a friend and the one he called a friend was not friendly to him. One witness testified he had given testator a dollar bill and the latter thought it was a ten-dollar bill. The testimony is also to the effect that he was a great eater and never knew when to quit, eating so much that he would sometimes make himself sick; that when others had finished he would go to the table and eat from the various plates; that he would go to the cellar and open cans of fruit and eat therefrom and drink from the crocks of milk.

In April, 1893, after his mother’s death, on the petition of his half-brother, one of the appellees herein, a conservator was appointed to take charge of McKinney’s property, which at that time, according to the petition, consisted of about ninety acres of land and about $4000 of personal • property. This appointment was made the month preceding the execution of the will. The conservator was appointed and apparently acted for some time, and was followed by a successor, but there is no proof in the record as to whether a conservator had charge of his property up to the time of his death. One of the persons-who" had acted as conservator testified for appellants that McKinney had sufficient mental capacity to understand what property he had and how he wished to dispose of it.

The will was drafted and executed in Danville, in the law office of attorney Lawrence, the husband of one of the beneficiaries. One of the attesting witnesses was called on at his store by Reason Shepherd and asked to act as such. This witness, M. S. Plant, swore that he thought McKinney was of sound mind and memory at the time. The other witness, C. E. Jones, a near neighbor of the testator, testified that he was asked by McKinney to go to Danville to act as a witness. His testimony at the time the will was presented for probate was of such a nature the probate was allowed. On the trial in this case he testified that he did not think that the testator, judged by what he told witness afterwards, understood, at the time the will was executed, what he was about. It seems he drew this conclusion largely from the fact that the testator told him, a short time after the will was executed, that he did not know much about the will,- but said he had left his cousin Josie $500 and Reason Shepherd $500, and “the balance of my property goes to my half-brother and sister.” The cousin Josie was Reason Shepherd’s wife. The testimony of both attesting witnesses was that there was no discussion of the contents of the will at the time it was executed. Some of the witnesses testified that McKinney had been confined in an asylum for a time, but just how long the record does not show. One of the witnesses testified he had been there about two years. There was no attempt to show whether he was sent to the asylum at the time of the appointment of the conservator herein referred to, or whether there was another trial and finding upon which he was confined in the asylum.

We have not attempted to detail all of the' evidence but have given the substance of the most material things bearing on the testator’s mental capacity. We can reach no other conclusion than that the great weight of the evidence supports the verdict of the jury and the decree of the court on that question.

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Bluebook (online)
269 Ill. 429, Counsel Stack Legal Research, https://law.counselstack.com/opinion/holliday-v-shepherd-ill-1915.