In Re Estate of Alfaro

703 N.E.2d 620, 301 Ill. App. 3d 500, 234 Ill. Dec. 759
CourtAppellate Court of Illinois
DecidedNovember 24, 1998
Docket2-97-0916
StatusPublished
Cited by15 cases

This text of 703 N.E.2d 620 (In Re Estate of Alfaro) 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
In Re Estate of Alfaro, 703 N.E.2d 620, 301 Ill. App. 3d 500, 234 Ill. Dec. 759 (Ill. Ct. App. 1998).

Opinion

703 N.E.2d 620 (1998)
301 Ill. App.3d 500
234 Ill.Dec. 759

In re ESTATE OF Tomasa ALFARO, Deceased (Juanita Koble et al., Petitioners-Appellants,
v.
Santos Alfaro et al., Respondents-Appellees).

No. 2-97-0916.

Appellate Court of Illinois, Second District.

November 24, 1998.

*622 Thomas B. Hood, Thomas B. Hood Law Offices, P.C., Gurnee, and Clayton P. Voegtle, Voegtle & Lichter, Libertyville, for Ramona Alcala, Estate of Tomasa Alfaro and Juanita Koble.

David M. Stepanich, Waukegan, for Antonio Alfaro, Domingo Alfaro, Julian Alfaro, Santos Alfaro, Thomas Alfaro and Felipa Navarro.

Justice BOWMAN delivered the opinion of the court:

In this will contest case, petitioners, Juanita Koble and Ramona Alcala (proponents of the will), appeal from the circuit court's order granting summary judgment to respondents, Santos Alfaro, Domingo Alfaro, Julian Alfaro, Antonio A. Alfaro, Tomas Alfaro, and Felipa Navarro (contestants of the will). On appeal, the proponents argue that the trial court erred in finding the will invalid and granting summary judgment to the contestants of the purported will of Tomasa Alfaro (Alfaro), deceased. Under the circumstances presented, we conclude that the entry of summary judgment was inappropriate. We reverse the judgment and remand the cause for further proceedings.

Before we consider the facts and merits of this appeal, we briefly examine the requirements for admitting a will to probate and for contesting a will. Section 6-4 of the Probate Act of 1975(Act) states:

"(a) When each of 2 attesting witnesses to a will states that (1) he was present and saw the testator or some person in his presence and by his direction sign the will in the presence of the witness or the testator acknowledged it to the witness as his act, (2) the will was attested by the witness in the presence of the testator and (3) he believed the testator to be of sound mind and memory at the time of signing or acknowledging the will, the execution of the will is sufficiently proved to admit it to probate, unless there is proof of fraud, forgery, compulsion or other improper conduct which in the opinion of the court is deemed sufficient to invalidate or destroy the will. The proponent may also introduce any other evidence competent to establish a will. If the proponent establishes the will by sufficient competent evidence, it shall be admitted to probate, unless there is proof of fraud, forgery, compulsion or other improper conduct which in the opinion of the court is deemed sufficient to invalidate or destroy the will.
(b) The statements of a witness to prove the will under subsection 6-4(a) may be made by (1) testimony before the court, (2) an attestation clause signed by the witness and forming a part of or attached to the will or (3) an affidavit which is signed by the witness at or after the time of attestation and which forms part of the will or is attached to the will or to an accurate facsimile of the will." 755 ILCS 5/6-4 (West 1996).

The probate process represents a continuum of proceedings, and an order of admission is among the first to be entered. The admission proceeding is limited to determining whether a prima facie showing of compliance with section 6-4(a) of the Act has been made. In re Estate of Lynch, 103 Ill.App.3d 506, 507-08, 59 Ill.Dec. 233, 431 N.E.2d 734 (1982). However, the admission of a will to probate is not res judicata as to issues that may be raised in a later will contest, and such a contest allows the relitigation of the same issues raised in the admission proceeding. Lynch, 103 Ill.App.3d at 508-09, 59 Ill.Dec. 233, 431 N.E.2d 734. An order admitting a will to probate is not final as to the validity of the will where a timely, direct contest of the will is initiated in the same proceeding. The question presented in a will contest is not whether the will was properly admitted but whether the will is to be declared valid or invalid, and all *623 questions concerning the validity of the will are tried de novo. Sternberg v. St. Louis Union Trust Co., 394 Ill. 452, 459, 68 N.E.2d 892 (1946); In re Estate of Koziol, 236 Ill. App.3d 478, 485-86, 177 Ill.Dec. 279, 603 N.E.2d 60 (1992).

The procedures and quantum of proof are quite different in the two types of litigation. While the admission proceeding requires only a prima facie showing of the validity of the will, the will contest provides the contestant a full opportunity, after admission, to investigate thoroughly all the circumstances affecting the validity of the instrument. Lynch, 103 Ill.App.3d at 509, 59 Ill. Dec. 233, 431 N.E.2d 734. In a will contest, the burden is on the contestant to provide proof sufficient to overcome the prima facie validity of the previously admitted will. Lewis v. Deamude, 376 Ill. 219, 221-22, 33 N.E.2d 440 (1941).

The statutory scheme preserves the right of a contestant to show fraud, compulsion, forgery, or other improper conduct sufficient to invalidate a will. In re Estate of Jaeger, 16 Ill.App.3d 872, 874, 307 N.E.2d 202 (1974). If the instrument contains an attestation clause that shows on its face that all of the formalities required by law have been met and the signatures on the instrument are admittedly genuine, a prima facie case has been made in favor of the due execution of the will. However, when the evidence clearly shows that the attestation clause does not speak the truth, the attestation clause alone cannot establish a prima facie case in favor of due execution. Jaeger, 16 Ill.App.3d at 875, 307 N.E.2d 202. A prima facie case of the validity of the will may be overcome by the positive testimony of the subscribing witnesses that one of the statutory requirements was not met. In re Estate of Thomas, 6 Ill.App.3d 70, 72, 284 N.E.2d 513 (1972).

Section 8-1(a) of the Act provides, among other things, that any interested person may file a petition to contest the admission of the will to probate within six months of its admission. 755 ILCS 5/8-1(a) (West 1996). Any party to the proceeding may demand a trial by jury, and the contestant shall in the first instance proceed with proof to establish the invalidity of the will; at the close of the contestant's case, the proponent may present evidence to sustain the will. An authenticated transcript of the testimony of any witness taken at the time of the hearing on the admission of the will to probate, or an affidavit of any witness received as evidence under section 6-4(b), is admissible as evidence. 755 ILCS 5/8-1(c) (West 1996).

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Bluebook (online)
703 N.E.2d 620, 301 Ill. App. 3d 500, 234 Ill. Dec. 759, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-alfaro-illappct-1998.