In Re Estate of McWain

222 N.E.2d 576, 77 Ill. App. 2d 359, 1966 Ill. App. LEXIS 1170
CourtAppellate Court of Illinois
DecidedDecember 22, 1966
DocketGen. 10,754
StatusPublished
Cited by7 cases

This text of 222 N.E.2d 576 (In Re Estate of McWain) 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 McWain, 222 N.E.2d 576, 77 Ill. App. 2d 359, 1966 Ill. App. LEXIS 1170 (Ill. Ct. App. 1966).

Opinion

TRAPP, J.

This is an appeal from a judgment of the Circuit Court of the Seventh Judicial Circuit, Macoupin County, Illinois, in probate, denying a claim for services of Florence Hoggatt against the estate of John A. McWain, and ordering the delivery of certain assets held by Florence Hoggatt to the administrator upon a citation pursuant to petition of the administrator.

The claim for services and the citation to discover and procure assets were heard together.

A review of the evidence is necessary.

The claimant, Florence Hoggatt, is a married woman, who, at all relevant times, lived with her husband in her own home. For about 10 years prior to the fall of 1960 she lived at Bethalto and the decedent, John A. McWain, lived at Carlinville, Illinois. Claimant was a second cousin of the decedent, and she, her husband and family of four children were always quite friendly with the decedent and referred to him as “Uncle John.”

During the ten-year period prior to 1960 the Hoggatts visited Mr. McWain at least twice a month, bought groceries and supplies for him and cared for him in other ways such as doing his laundry and taking him to the doctor. Mr. McWain had arthritis in his feet and had great difficulty in walking. On six occasions the Hoggatts took Mr. McWain on a vacation.

By October of 1960, Mr. McWain, who was then 82 years of age, was unable to take care of himself. The Hoggatts moved from Bethalto to Worden. At this time Mr. McWain requested Florence Hoggatt to get him a place to live and after his death it would be hers. He signed a blank check and Mrs. Hoggatt purchased a trailer for $1,133. She and her husband cleaned the trailer, moved it to their property immediately adjoining their home and connected it to the utilities.

From the time the trailer was located on the Hoggatt premises, and for fourteen months until he went to the hospital and later the nursing home, Florence Hoggatt took care of all of Mr. McWain’s needs including cleaning the trailer, doing his laundry, taking him to the doctor, purchasing his groceries, running his errands, taking him food and caring for him. He was unable to walk to the store.

The trailer was purchased in the name of John McWain, although he did not direct that it be purchased in his name. In December of 1961, Mr. McWain wrote a note to the post office at Carlinville directing the payment of $1,500 postal savings to Mrs. Hoggatt. On December 26, 1961, he wrote a note to the Carlinville National Bank as follows:

“Please give Mrs. Hoggatt the remainder of my checking account.
JOHN A. MCWAIN.”

There was then $915 in the checking account. He delivered $2,000 in government bonds to Mrs. Hoggatt for cashing. The check for the bonds did not arrive until after his death, and Mrs. Hoggatt delivered this check to the administrator.

Florence Hoggatt claims the trailer, the proceeds of the postal savings, the $915 balance of the checking account and $2,900 for services. All of her claims were denied by the trial court.

Since Mrs. Hoggatt took neither the title to, nor possession of the trailer, and since Mr. McWain occupied the trailer exclusively, it would appear that there was insufficient evidence of delivery of this property as a gift in the absence of any writing or corroborating testimony. In Northern Trust Co. v. Swartz, 309 Ill 586, 141 NE 433, the donee was in possession of the bonds, and a letter was written by the donor stating the bonds were to be held by the donee in fee simple.

The testimony of Mrs. Hoggatt with reference to the postal savings is inconclusive as to a gift. While she stated at one point that he told her to put the bonds in the bank in her name, and at another that he wanted her to have the money, she also stated:

“The postal savings were all in John McWain’s name. At the bank they wrote it in my name. We didn’t know they were going to, I asked them to put ‘For John McWain.’ I took it to the bank like he told me, and put it in his name and mine. I opened a joint account with Mr. John McWain the same day. We had to pay the nursing home bill. I paid his drug bill, and I paid the doctor that served him and came in to look at him. The drug and nursing home were paid out of the joint account; the doctor, I paid out of my own. After December 26 the amount in the joint account would have been $2,415.00. He did not direct me to pay these bills. He absolutely directed me to put this money in a joint account, also the bonds was to go in there.”

Betty Herrmann, Mrs. Hoggatt’s daughter, testified:

“He said, T want you to get all this cashed and put in the bank in your name and my name.’ My mother became quite upset. No one ever mentioned money before. My mother said, ‘Uncle John, do you know what you are doing, I would be able to write a check on your name.’ He said, ‘Absolutely, I want you to; you can write a check today.’ He became quite angry because she couldn’t believe he was doing this, because he was, I am sure, capable of doing whatever he wanted with his money, so he said. To me he said, ‘You tell her what I want done.’ So I explained to my mother he wanted a joint checking account”.

Mrs. Hoggatt testified subsequently:

“I am not telling the court that he didn’t tell me to pay bills out of his $915.00 I got from the National Bank by telling them in my own words these are for payment of bills; all he did was tell me he wanted me to cash them and put them in the bank in my name and his, even that day he said T want you to have this money’; my daughter said joint account but all I remember him saying, T want it in your name so you can write a check today if you wanted to.’ I put it into a joint account. I am not telling the court that he did not want his hospital and medical bills paid out of any cash monies that he might have had; he didn’t say that. He talked exactly like he knew he was going to die. He said, ‘the farm will sell for $2,000.00 and that would take care of the bills.’ He said, T want you to have this.’ ”

Again, in reference to the bank account, Florence Hoggatt testified:

“I told the cashier at the Carlinville National Bank when I obtained the $915.00 that I needed the money to pay bills. I told Uncle John they wouldn’t let me have the money. He said, ‘Tell them I want the bills paid,’ so I told them what he said.”

We think the foregoing is inconclusive as to gift of the postal savings account, and is also inconclusive as to the gift of the bank account. It is also inconclusive as to absolute transfer in payment for services.

Taken as a whole the record indicates an incompletely expressed intent to transfer money or property in payment for, or in appreciation, of services rendered. It can fairly be said that the deceased did not expect the services to be rendered for nothing. In addition to the claimant, Floyd Stevens, Sr., and Rev. Arvis R. Fields testified that Florence Hoggatt took care of all of Mr. McWain’s needs and that he depended on her entirely.

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

Related

Estate of Jesmer v. Rohlev
609 N.E.2d 816 (Appellate Court of Illinois, 1993)
Estate of Sewart
602 N.E.2d 1277 (Appellate Court of Illinois, 1991)
Campion v. Tennes
417 N.E.2d 748 (Appellate Court of Illinois, 1981)
In Re Estate of White
303 N.E.2d 569 (Appellate Court of Illinois, 1973)
Heil v. McCann
45 Mass. App. Dec. 10 (Mass. Dist. Ct., App. Div., 1970)
In Re the Estate of Dal Paos
254 N.E.2d 300 (Appellate Court of Illinois, 1969)
In Re Estate of Mallas
241 N.E.2d 482 (Appellate Court of Illinois, 1968)

Cite This Page — Counsel Stack

Bluebook (online)
222 N.E.2d 576, 77 Ill. App. 2d 359, 1966 Ill. App. LEXIS 1170, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-mcwain-illappct-1966.