In Re Estate of Milligan

280 N.E.2d 244, 4 Ill. App. 3d 38, 1972 Ill. App. LEXIS 1570
CourtAppellate Court of Illinois
DecidedFebruary 15, 1972
Docket69-161
StatusPublished
Cited by2 cases

This text of 280 N.E.2d 244 (In Re Estate of Milligan) 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 Milligan, 280 N.E.2d 244, 4 Ill. App. 3d 38, 1972 Ill. App. LEXIS 1570 (Ill. Ct. App. 1972).

Opinion

Mr. JUSTICE VERTICCHIO

delivered the opinion of the courts:

The plaintiffs, Howard H. Salveter and Robert D. Salveter, nephews and sole heirs at law of Nancy Gertrude Milligan, deceased, appeal from a decree of the circuit court of Marion County that directed a verdict at the close of the plaintiffs’ case and declared a certain instrument to be the last will and testament of Nancy Gertrude Milligan, deceased.

The plaintiffs, sons of a predeceased sister, Maud, filed their complaint in the circuit court of Marion County, praying that the instrument admitted to probate as the last will and testament of Nancy Gertrude Milbgan be set aside.

The defendants are executor Lilban Milbgan Smith, and the legatees thereunder, Lilban Milbgan Smith, Milton Milbgan, Lela Milbgan, Mrs. Howard H. Salveter and Mrs. Robert D. Salveter.

The complaint alleged that at the time of the execution of the instrument Nancy Gertrude Milbgan was of unsound mind and memory- and mentally incapable of making a will.

Nancy Gertrude Milbgan died February 22, 1967, and had executed the instrument purporting to be her last will and testament on June 22, 1962. The terms of the said instrument provided the fobowing devises and bequests:

$1,000.00 to a brother, W. E. Milbgan; to a sister-in-law, Lela Milbgan; to Mr. and Mrs. Robert Dickinson Salveter; the sum of $2,000.00 to Mr. and Mrs. Howard Holmes Salveter; and the residue of the estate, three-fourths to a cousin, Lillian Milligan Smith, and one-fourth to a cousin, Milton Milligan.

The issue presented in this appeal is whether the plaintiffs adduced any evidence fairly tending to prove the lack of testamentary capacity of the testatrix.

The plaintiffs presented three lay witnesses. The first witness, James Milligan, Carbondale, Illinois, age ninety, three years older than the testatrix, who was his cousin, testified that he had been acquainted with the testatrix since childhood. He further stated that the testatrix, a spinster; grew up in Pinckneyville, Illinois, and left for California when she was seventeen or eighteen years of age.

He outlined the testatrix’s educational and teaching experience in California and at Columbia University in New York. He saw the testatrix on one occasion after she left Pinckneyville while she was visiting in Carbondale and came to his home. The next time he saw the testatrix was after she returned to Illinois on an occasion that Lillian Smith brought the testatrix to his sister’s home. He testified that the testatrix did not recognize him and that he assisted her into his sister’s home.

He next saw her in the Jackson County Nursing Home while she was occupying a room in the nursing home across the hall from his sister. He visited his sister daily and observed the testatrix for several weeks. He further stated that during these visits the nurses had difficulty in keeping the testatrix out of his sister’s room. He noted that she would come out of her room undressed, go into the rooms of others, and would be returned to her room by a nurse. He attempted to have conversations with her and almost each time he had to tell her who he was as she did not recognize him. He did not remember the exact dates that he saw the testatrix, but stated it was before June 22, 1962.

In answer to questions attempting to fix the dates that he saw the testatrix, the witness stated, “I don’t know the exact date,” but indicated that his sister died in 1963.

In response to an inquiry he stated that in his opinion she was mentally deranged.

The second lay witness, Alma Milligan, the wife of James Milligan, stated that while visiting her sister-in-law in the nursing home at Jackson County, she observed the testatrix.

The witness and her daughter visited the testatrix in her room and each time they told her who they were. The testatrix appeared to believe that her daughter was a student of the testatrix. During the visit the testatrix talked about teaching and was interested in her daughter’s grammar and whether pronounced correctly.

Also, the witness saw her outside the room from time to time. The testatrix talked about flowers. She saw the testatrix for a period of about three months in the summer and during that time her conversations were limited to school work and teaching and did not at any time include any current events. In her opinion the testatrix was confused as she would not recognize them from time to time and she would repeat herself.

In answer to questions in cross-examination, the witness was unable to establish whether it was the year ’62 or ’63. In answer to the following questions, she stated:

“Q. Do you remember whether you did see Nancy Gertrude Milligan in June of 1962?
A. Yes. I told you before, I don’t know the exact dates — the exact years.
Q. You wouldn’t know whether you did see her during that month or not, would you?
A. Yes, my sister-in-law and I saw her, yes.
Q. You don’t know if she was in there or not?
A. I don’t know what year Gertrude came, I’ve forgotten. As I told you before. I don’t remember dates too well.
Q. And you fudge your sister-in-law was there in 1963?
A. Well, yes.
Q. You don’t know whether Nancy Gertrude Milligan — if you saw her at all in June of 1962, do you?
A. Yes — well, I must have. If she was there, I must be mistaken what time she was across the hall. If she was there in 1962, then Alice was too.
Q. You don’t have an independent recollection of June 22, 1962?
A. No, not a date like that.
Q. Or any special week, do you?
A. No, we went every week.
Q. And you don’t know whether your sister-in-law, Alice, was occupying the room across the hall from Nancy Gertrude Milligan in June of 1962 or not, do you?
A. Well, as I said, I’m not sure about the dates every time.”

The third witness, Jennie Dean, an employee of the nursing home, made entries on the nursing home records on May 21, 1962, and July 5, 1962, that the testatrix was confused. She also testified that the testatrix would wander in patients’ rooms and pick up things that did not belong to her. She worked in other wings of the nursing home, but was on the wing where the testatrix was a patient on May 21, 1962, and on July 5, 1962, for eight-hour shifts from 3:00 P.M., to 11:00 P.M. She stated that in her opinion the testatrix “was off a little bit.”

The plaintiffs introduced a letter of the defendant, Lillian J.

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Bluebook (online)
280 N.E.2d 244, 4 Ill. App. 3d 38, 1972 Ill. App. LEXIS 1570, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-milligan-illappct-1972.