In Re Estate of Dossett

512 N.E.2d 807, 159 Ill. App. 3d 466, 111 Ill. Dec. 418, 1987 Ill. App. LEXIS 2987
CourtAppellate Court of Illinois
DecidedAugust 24, 1987
Docket3-86-0629
StatusPublished
Cited by7 cases

This text of 512 N.E.2d 807 (In Re Estate of Dossett) 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 Dossett, 512 N.E.2d 807, 159 Ill. App. 3d 466, 111 Ill. Dec. 418, 1987 Ill. App. LEXIS 2987 (Ill. Ct. App. 1987).

Opinion

PRESIDING JUSTICE BARRY

delivered the opinion of the court:

Petitioner Phoebe Graff appeals from judgment of the circuit court of Tazewell County granting respondents’ motion for a directed verdict at the close of petitioner’s case in chief and dismissing her complaint. For reasons that follow, we reverse.

Mary T. (Mayme) Dossett, a widow, died on September 27, 1982, at age 84. A will dated March 1, 1982, was admitted to probate on October 29. Petitioner is the sister of the testatrix and her only heir at law. In the March 1982 will, petitioner was expressly disinherited “not through any lack of affection, but rather [because testatrix did] not wish her to share in [testatrix’] estate.” The will bequeathed $1,000 to respondent William Bennet and the remainder of the estate to respondent James Bennet, who was also nominated executor.

On March 8, 1983, petitioner filed a complaint to set aside the will on grounds of undue influence and lack of testamentary capacity. The matter proceeded to a jury trial on July 15-16, 1986. Petitioner’s evidence established that testatrix resided at the Hopedale Nursing Home from 1979 until her death. She was paralyzed below the waist, and her health during that time was generally poor and deteriorating. Respondents knew testatrix, a retired school teacher, from their childhood. Together, they had farmed testatrix’ land since around 1961. In 1980 testatrix gave respondents a power of attorney allowing them to transact business for her. The document was prepared by respondents’ attorney, who also witnessed its execution by testatrix.

In April 1981, another sister, Ruth Davis, died intestate. Petitioner’s grandson, Dennis Graff, was selected as the attorney for the Davis estate. Because of the deteriorating health of both Phoebe and Mayme, Dennis suggested that the two surviving sisters jointly disclaim their interests in the Davis estate, thereby avoiding certain inheritance and estate taxes. The sisters agreed to the joint disclaimer, and on August 30, 1981, they executed a joint disclaimer document which was prepared and witnessed by Dennis Graff. After the document was filed, Dennis returned to visit testatrix, and he encountered respondent James Bennet. According to Dennis, James inquired about the joint disclaimer. James stated that that he had testatrix’ power of attorney and he was upset about the fact that she had signed the document outside his presence. Dennis testified that James then said that he intended to talk with testatrix about revoking the disclaimer because he (James) did not think she should be giving her property away during her lifetime.

It appears that subsequent to this conversation, testatrix executed a will drafted by Dennis Graff in which she nominated her nephew, Harold Graff, as executor and bequeathed her entire estate to petitioner Phoebe Graff. This will was signed and witnessed on October 10, 1981. According to Dennis, testatrix expressed her satisfaction with the will as drafted because it kept the family farm in the family. Dennis further testified that testatrix had complained to him that Jim Bennet was pressuring her to sign another will and that she had no intention of doing so. Finally, Dennis testified that both respondents had acted nervous around him when he (Dennis) encountered them during a visit with testatrix around April of 1982.

The evidence further established that the will executed on March 1, 1982, was prepared by respondents’ attorney at no charge to testatrix. At trial, both respondents denied having any knowledge of that will until after testatrix’ death. However, a “renunciation” document was procured by James Bennet through his attorney purporting to revoke testatrix’ disclaimer of interest in the Davis estate. It does not appear that the renunciation document, executed on March 18, 1982, was ever filed in the Davis estate.

A nurse from Hopedale Nursing Home who had attended the testatrix around the period when she signed the March 1, 1982, will testified that, according to her notes, testatrix was confused and disoriented to place on February 25, 1982. Other evidence indicated that testatrix was depressed and had expressed her desire to die in April 1982.

According to petitioner’s witnesses, testatrix had maintained a loving relationship with petitioner over the years. Respondents, however, testifying under section 2 — 1102 of the Code of Civil Procedure (Ill. Rev. Stat. 1985, ch. 110, par. 2 — 1102), said that testatrix’ relationship with her sister “cooled” after testatrix moved into the nursing home. James Bennet testified that petitioner’s witnesses were not being truthful in their testimony of the sisters’ mutual affection for each other. James also explained that the renunciation document had been procured by him in response to testatrix’ complaint to him that she had been signing too many papers and that she feared she had “signed her land away.”

According to respondents, testatrix was progressively deteriorating physically during the period that she resided in the nursing home, and was sometimes “down in the dumps,” but that she always remained mentally sharp. Both respondents denied having personally paid for the preparation of the March 1,1982, will.

At the close of petitioner’s case in chief, respondents moved for a directed verdict. After receiving arguments of counsel, the court explained in extensive detail its decision in favor or respondents, pertinent parts of which follow:

“Now, we have evidence here that Mrs. Dossett, contemporaneously with March of 1982 and for some time prior thereto was physically disabled ***. We have had some evidence that there might have been periods *** of disorientation, but we have also had evidence that she was alert, *** was depressed ***
That doesn’t mean that she doesn’t have a sound mind and memory. And there’s nothing here to show, *** either directly or circumstantially that on this particular date at the time this will was executed that somehow she didn’t know what she was doing.
And the one witness that we heard from really wasn’t asked many questions about that matter.
As to the matter *** of the allegations that the will was procured at the time when the person lacked testamentary capacity, *** I do not believe that we can say from this evidence that certainly it’s more probably true than not true that she lacked testamentary capacity. I deem as a matter of law that that decision cannot be made.
And, therefore, on the ground alleged that Mary Thorne Dossett or Mayme Dossett lacked testamentary capacity on March 1, 1982 to make a will, the Court would simply hold and direct that in effect she did have testamentary capacity.
This raises the matter of undue influence. Now, one witness, a grandson of the contestant here, has *** testified that the testatrix *** told him that the respondents here were trying to get her to leave them her property. We have that. No one else. And we also have evidence here that for some time prior to March 1, 1982 these two respondents were, let’s face it, looking after Mayme Dossett, looking after her property, tending to her business.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In re Estate of Roeseler
Appellate Court of Illinois, 1997
In Re Estate of Ciesiolkiewicz
611 N.E.2d 1278 (Appellate Court of Illinois, 1993)
Cecil v. Cecil
611 N.E.2d 1278 (Appellate Court of Illinois, 1993)
Matter of Estate of Osborn
599 N.E.2d 1329 (Appellate Court of Illinois, 1992)
In Re Estate of Sutera
557 N.E.2d 371 (Appellate Court of Illinois, 1990)
Sutera v. Pulizzano
557 N.E.2d 371 (Appellate Court of Illinois, 1990)

Cite This Page — Counsel Stack

Bluebook (online)
512 N.E.2d 807, 159 Ill. App. 3d 466, 111 Ill. Dec. 418, 1987 Ill. App. LEXIS 2987, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-dossett-illappct-1987.