In Re Estate of Brumshagen

169 N.E.2d 112, 27 Ill. App. 2d 14, 1960 Ill. App. LEXIS 462
CourtAppellate Court of Illinois
DecidedAugust 31, 1960
DocketGen. 11,406
StatusPublished
Cited by22 cases

This text of 169 N.E.2d 112 (In Re Estate of Brumshagen) 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 Brumshagen, 169 N.E.2d 112, 27 Ill. App. 2d 14, 1960 Ill. App. LEXIS 462 (Ill. Ct. App. 1960).

Opinion

WRIGHT, J.

This case originated from a claim filed by William J. Vieregge, hereinafter referred to as claimant, against the Estate of Henry Brumshagen, deceased. Henry Brumshagen died at Crescent City, Hlinois, on February 25, 1956. Certain beneficiaries, hereinafter referred to as the appellants, of the Estate of Henry Brumshagen, deceased, objected to the claim. The claimant died prior to the trial of this case and Mary Yieregge, his wife, as Executor of the Estate of William Yieregge, deceased, was substituted. The claim filed by the claimant was as follows:

“To personal services rendered Henry Brumshagen during his lifetime at his request, from June 14, 1954 to February 25, 1956, during which period claimant looked after the farms of deceased, kept his records, collected his rents, sold grain and did his banking; also helped Mm manage his household, saw that he had proper care and medical attention; employed doctors and nurses and during last illness of deceased was on call 24 hours a day. On death of deceased, in the absence of any member of the family, claimant employed an undertaker, selected casket and made funeral and burial arrangements, 621 days at $10.00 per day. Total $6,210.00.”

The appellants filed an answer to the claim in which they denied that the claimant rendered the services alleged, denied that the decedent employed claimant to render such services and stated that if such services were in fact performed, they had been fully paid for by the decedent. After a trial, without a jury, the County Court of Iroquois County, Hlinois, entered a judgment in behalf of the claimant in the sum of $3,600.00, from which judgment the appellants take this appeal.

The appellants as reasons for reversal of the judgment make the following contentions: 1. That as a matter of law the claimant occupied the position of a fiduciary in his transactions with the decedent and as such, fiduciary he is not entitled to any compensation for services unless provided by statute or by agreement. 2. Where a claim for services is made first after the death of the alleged debtor, the presumption obtains that payment was made during the debtor’s lifetime. 3. That as a fiduciary the claimant failed to establish the validity of the claim by clear and conclusive evidence. 4. The judgment is against the manifest weight of the evidence. The claimant contends that the decedent and claimant were not related by blood or marriage and that the law implies an obligation on the part of the decedent and his estate to pay for the alleged services.

On March 25, 1952, the decedent executed a codicil to his will wherein William J. Yieregge, the claimant herein, was designated as executor and trustee of the last will and testament of the decedent. On this same date the decedent executed a plenary power of attorney empowering the claimant to act in his behalf. The power of attorney provided the following:

“POWER OF ATTORNEY. Know All Men By These Presents, that I Henry Brumshagen, of Crescent City, Iroquois County, Illinois, do hereby appoint William J. Yieregge of Oilman, Illinois, for me and in my name and stead to act for me individually and as Executor of the Last Will and Testament of Herman Brumshagen, deceased, in relation to the management of my farms and those in which the estate may have an interest, including leasing and selling of grain and collecting for grain sold; also for depositing checks to my account in bank and to my account as Executor, and to draw checks in my name individually and as Executor, upon any moneys I or the estate of Herman Brumshagen may have on deposit in any banks in Iroquois County and to pay taxes and bills and claims by check on said accounts. To attend to and carry out all matters in which I may be interested and on my behalf to execute all necessary instruments and to do all other matters and things as fully and completely as if I were personally present, both individually and as Executor.”

To substantiate his claim, the claimant introduced into evidence as exhibits the power of attorney, seventy checks drawn on decedent’s bank accounts and the testimony of some thirteen witnesses. The seventy cancelled checks admitted into evidence might be summarized as follows: Thirty-three of the seventy checks are drawn on the First National Bank of Gilman, the first check dated April 22, 1954, and the last October 21, 1955. All of these thirty-three checks are signed by the decedent, Henry Brumshagen personally and are in the total sum of $18,446.21. Eight of the said seventy checks are drawn on the First Trust and Savings Bank of Watseka, the first check dated April 15, 1954, and the last October 1, 1955. All of these eight checks are signed by the decedent, Henry Brumshagen personally and are in the total sum of $1,709.41. Twenty-nine of the seventy checks are drawn on the First Trust and Savings Bank of Watseka, the first dated December 9, 1955, and the last February 16, 1956. All of these twenty-nine checks are signed “Henry Brumshagen by William J. Vieregge, Atty. in fact” and are in the total sum of $4,379.73.

The appellants did not call any witnesses in their behalf or offer any evidence except a warranty deed from the decedent to the claimant. The warranty deed was executed on June 14, 1954, by the decedent and conveyed eighty acres of income producing farm land in Iroquois County, Illinois, to the claimant subject to a life estate in the grantor. The deed stated a consideration of $10.00 and bore no revenue stamps.

The evidence offered on behalf of the claimant reveals that the claimant performed various and sundry-services for the decedent. One witness, an owner of a hardware store, testified that the claimant made purchases on behalf of the decedent, the claimant would approve purchases made by tenants who operated the farms of the decedent and the claimant would pay on behalf of the decedent for purchases made by the tenants. He testified that these transactions occurred during June 14, 1954, to February 25, 1956. A retired farmer, who lived close to the decedent, testified that during 1954 to 1956, that he saw the claimant at the decedent’s home very often. A nurse testified that she was employed by the claimant to care for the decedent from December, 1955 until February 1956 and that she was paid every week by the claimant for her services. A tenant farmer testified that he rented eighty acres of decedent’s land in 1955 from the claimant. He stated further that he had heard that the farm was for rent and went to see the claimant because he was handling the decedent’s business. This tenant farmer testified the claimant would come out to the farm practically every day from the start of the planting season until the end of the harvest season, and he consulted with the claimant as if he were the landlord. Another tenant farmer, who farmed 160 acres, testified that if they needed anything he would talk to the claimant and the claimant was instrumental in getting electricity on this particular farm. A third tenant farmer, who farmed a 120 acre tract, testified the claimant was working for the decedent as a farm manager and he consulted the claimant many times concerning the operation of the farm. A fourth tenant farmer testified that he had dealings with the claimant and that the claimant would come to the farm often. An assistant manager of a grain elevator company in Crescent City testified that he had many dealings with the claimant in behalf of the decedent.

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Cite This Page — Counsel Stack

Bluebook (online)
169 N.E.2d 112, 27 Ill. App. 2d 14, 1960 Ill. App. LEXIS 462, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-brumshagen-illappct-1960.