In Re Estate of Koziol

603 N.E.2d 60, 236 Ill. App. 3d 478, 177 Ill. Dec. 279, 1992 Ill. App. LEXIS 1664
CourtAppellate Court of Illinois
DecidedOctober 13, 1992
Docket1-90-3593
StatusPublished
Cited by10 cases

This text of 603 N.E.2d 60 (In Re Estate of Koziol) 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 Koziol, 603 N.E.2d 60, 236 Ill. App. 3d 478, 177 Ill. Dec. 279, 1992 Ill. App. LEXIS 1664 (Ill. Ct. App. 1992).

Opinion

JUSTICE O’CONNOR

delivered the opinion of the court:

Chester Koziol died on September 9, 1990. Ten days later, Chester’s stepson, Gerald Strelak, filed a petition for the probate of Chester’s will. On September 24, 1990, the will was admitted to probate, and Strelak was appointed independent executor of the estate. Petitioners, Benjamin Koziol, Sharon Simunjak, and George Swies, heirs at law of Chester, filed a “Petition for Formal Proof of Will” on September 28, 1990. Following proceedings on that petition, the circuit court denied confirmation of its initial admission of the will into probate. Strelak appeals that denial of confirmation.

We reverse and remand.

Chester was predeceased by his wife, Francine. The couple were childless although Francine had two children, Gerald and Richard Strelak, from a previous marriage. Chester was survived by four brothers and sisters and six nieces and nephews, the children of predeceased siblings.

The purported will, dated January 25, 1988, consists of two type-written pages and bears Chester’s signature at the bottom of the first page and at the middle of the second page. Following Chester’s signature, an attestation clause appears, which states:

“The above and foregoing instrument was on the date hereof signed, published and declared by the said CHESTER KOZIOL as and for his last WILL and TESTAMENT in the presence of each other subscirbed [sic] our names and addresses as attesting witnesses thereto and at the time of said signing we believed the testator to be of sound mind and disposing memory.
Is/ Kenneth Simunjak address 3332 W. 37 Place
/s/ Sharon Simunjak address 3332 W. 37th Place
Is/ Robert M. Strelak address 1557 Teal Ln 2-B
SUBSCRIBED AND SWORN to before me this 25th day of January, A.D. 1988.
Is/ Corrine L. Edling, NOTARY PUBLIC”

According to the will’s provisions, all of Chester’s real and personal property devolved to Strelak. Strelak’s son was to take under the will if his father predeceased Chester. Chester’s other stepson, Richard, and each of Chester’s surviving brothers and sisters were to receive $10.

At the subsequent proceedings held pursuant to the petition, Kenneth Simunjak testified that he is the husband of Sharon Simunjak, Chester’s niece. Although he identified the signature on the will as his own, Kenneth stated that he never saw Chester sign the document. In fact, Chester never asked him to witness the will. Strelak simply brought the document to Kenneth’s apartment and asked him to sign it. 1 At the time, Strelak claimed the document was a “power of attorney” for “[his] mother’s bills.” Kenneth stated that both he and his wife signed the document, the first page of which was “turned down.” Kenneth recalled that, at the time he signed the document, Robert Strelak’s signature was not on it. No notary public was present at that time.

Sharon Simunjak’s testimony was similar to Kenneth’s in most respects. She identified her signature as her own; however, Chester never asked her to sign or witness the document nor did he ever show it to her. Strelak asked her to sign the document, which he referred to as a “power of attorney” for his “mother’s checks.” Sharon only “glanced” at the document but did not read it. At the time, Robert Strelak’s signature was not on the document, and no notary public was present.

Robert M. Strelak, Strelak’s nephew, testified that Chester asked him to sign the will as a witness. Robert saw Chester sign the will in the presence of Kenneth and Sharon, as well as Strelak and the notary public. Robert stated that he read the document before signing it.

Over petitioners’ objections, Corrine L. Edling testified that Chester, whom she had known for 32 years, asked her to prepare a will for him. She prepared the document in triplicate, with the help of an attorney. Chester also asked her to notarize the document for him. On January 25, 1988, Edling witnessed Chester and all three attestation witnesses sign the document, which she notarized. Edling did not know Kenneth or Sharon at that time; however, she is Strelak’s former sister-in-law.

Following the testimony, the circuit court ruled that a notary public who notarizes a will at the testator’s request does not qualify as an attesting witness for admission of the testator’s will to probate. The court denied admission of the will into probate, finding that the statutory requirements were not met because the will was not properly attested.

Strelak argues that the circuit court erred in determining that a notary public does not qualify as an attesting witness for purposes of admitting the will to probate.

Section 4 — 3 of the Probate Act of 1975 provides that every will must be in writing and signed by the testator. The will is to be “attested in the presence of the testator by 2 or more credible witnesses.” (Ill. Rev. Stat. 1987, ch. 1101/2, par. 4 — 3.) The Probate Act is silent as to what role, if any, a notary public has during the execution of a will, and our supreme court has only touched upon this issue. In Chimp v. Gowans (1907), 226 Ill. 635, 80 N.E. 1086, a deed which had been acknowledged before a notary public was presented for admission to probate. The notary had affixed his signature to the certificate of acknowledgement. The court stated that perhaps the certificates which show that the maker acknowledged to the notary that she signed the instrument would be sufficient to make the notary a subscribing witness. However, due to the lack of a second competent witness, the instrument was denied probate as a will. In Szarat v. Schuerr (1937), 365 Ill. 323, 6 N.E.2d 625, an attesting witness who had signed the testator’s will later recanted his attestation at the ensuing probate proceedings, claiming that he did not sign the document in the testator’s presence. The circuit court denied the will’s admission to probate. The supreme court reversed, ruling that the witness, who also had served as a notary public and who had attached his jurat reciting that the instrument was subscribed and sworn before him, should have refused to sign the attestation clause if the testator was not then present: “While notarizing can lend no efficacy to a will nor detract from its validity, Baska [the notary] undoubtedly understood that the jurat of a notary public is for the purpose of authenticating or verifying the statements in the instrument to which it is attached.” Szarat, 365 Ill. at 327.

Both Szarat and Gump, therefore, suggest that a notary public’s testimony may be relevant since the notary’s jurat signifies some type of authentication or verification of the statements in the instrument to which it is attached.

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Cite This Page — Counsel Stack

Bluebook (online)
603 N.E.2d 60, 236 Ill. App. 3d 478, 177 Ill. Dec. 279, 1992 Ill. App. LEXIS 1664, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-koziol-illappct-1992.