In Re Estate of Spaulding

543 N.E.2d 980, 187 Ill. App. 3d 1031, 135 Ill. Dec. 412, 1989 Ill. App. LEXIS 1300
CourtAppellate Court of Illinois
DecidedAugust 29, 1989
Docket1-88-1666
StatusPublished
Cited by4 cases

This text of 543 N.E.2d 980 (In Re Estate of Spaulding) 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 Spaulding, 543 N.E.2d 980, 187 Ill. App. 3d 1031, 135 Ill. Dec. 412, 1989 Ill. App. LEXIS 1300 (Ill. Ct. App. 1989).

Opinion

JUSTICE DiVITO

delivered the opinion of the court:

Plaintiff Virginia Tetzlaff appeals from an order of the circuit court granting defendants’ motion for summary judgment in an action to enforce an oral contract to make a will.

Robert Spaulding (Spaulding), the deceased in this case, was the director of a funeral parlor in Chicago. On June 8, 1978, he executed a will which provided that the bulk of his estate was to pass to his brother, William Spaulding, or if his brother should predecease him, to his brother’s wife, Elizabeth Spaulding. William Spaulding died on February 25, 1982.

Spaulding was murdered on July 21, 1986. His estate was opened on September 10, 1986. On October 14, 1986, plaintiff commenced this action as a supplemental proceeding in the probate division against the executor and the legatees named in Spaulding’s probated will, seeking specific performance of an oral contract to make a will leaving her Spaulding’s entire estate with the exception of one ring.

Plaintiff’s complaint alleges that (1) plaintiff “formed and maintained a bond of mutual love and affection” with Spaulding which led her on September 29, 1982, to move into his home at 5933 North Hermitage in Chicago; (2) plaintiff and Spaulding exchanged mutual promises to marry on September 7, 1986; (3) from the time plaintiff moved in with Spaulding, she lived with him until he died “as his companion in affection and esteem, sharing the privileges of the home with him, giving aid, comfort, and assistance to him, sharing the expenses of living and the maintenance of the home with him, entertaining for him and his friends and acquaintances, and either paid or assisted in paying for items contributing to the mutual enjoyment and happines’s of [Spaulding] and herself”; (4) in consideration for “the maintenance and continuation of their relationship[,]” Spaulding orally agreed on “numerous occasions” to make a will leaving plaintiff his entire estate with the exception of one ring; (5) in reliance on Spaulding’s promise to make a will, plaintiff “maintained and continued” her relationship with him and made arrangements for their marriage; (6) Spaulding “attempted to fulfill” his contract with plaintiff by drafting and signing a document on March 8, 1986, which purported to be his will and to leave his property to plaintiff, and which, until his death, Spaulding “acknowledged] and characterized]” as his “Last Will and Testament”; (7) plaintiff fully performed her obligations under the contract but Spaulding breached the contract by failing to execute a valid will leaving plaintiff all of his property; and, finally, (8) plaintiff is entitled to specific performance of the contract because she has no adequate remedy at law.

On July 17, 1987, plaintiff was deposed. Plaintiff testified at her deposition that in September 1982, after having known Spaulding for 23 years, she moved from 6731 Greenleaf in Woodridge, Illinois, to Spaulding’s home at 5933 North Hermitage in Chicago. At first plaintiff and Spaulding slept in separate bedrooms, but beginning sometime in 1985, they shared the same bed and had sexual relations.

Plaintiff testified that she “cooked, cleaned, did laundry” and other “usual household chores[,]” but that prior to moving in with Spaulding, she never had any conversation with him regarding any services to be performed by her as consideration for living in his home. Near the end of September 1982, the month plaintiff moved in, she agreed to pay Spaulding $250 per month “as her share for living in [his] home.” The cancelled checks included in the record indicate that plaintiff paid Spaulding $125 twice per month from January 1983 through July 15, 1986. The record also reflects that plaintiff wrote checks for party expenses in February 1984; for a wedding gift in April 1984; for radio batteries in March 1985; for a radio in September 1985; for television and video cassette recorder repairs in September 1985; for videotapes in November 1985; for window blinds and party expenses in October 1985; for video cassette recorder repairs in January 1986; for party expenses in April 1986; and, finally, for catering costs in July 1986.

Plaintiff testified further that the subject of Spaulding’s will was first raised by him in late 1983 or early 1984. Spaulding told plaintiff he would revoke his will and write a will to provide plaintiff with a “home and security for the future.” Plaintiff admitted that Spaulding had initiated the conversation and that she had never told him that she was unhappy or dissatisfied, or that the $250 per month that she was paying was unreasonable. After that initial conversation, plaintiff and Spaulding would talk about the subject of Spaulding’s will “every couple weeks or so.” But plaintiff admitted that she never told Spaulding that she would leave if he did not make a will for her.

At her deposition, plaintiff produced a document dated March 8, 1986, and signed by Spaulding which indicated Spaulding’s intention to leave plaintiff his entire estate with the exception of one ring. The document was given to plaintiff by Spaulding before Spaulding left for Florida on a vacation. Mark and Rose Wuertemburg gave Spaulding their permission over the telephone to sign their names as witnesses. According to Mark and Rose Wuertemburg, Spaulding told them that “it’s all taken care of” and that he was keeping “his promise” to plaintiff to make a will in her favor. According to plaintiff, when Spaulding gave her the document, he told her to “keep it” and when he returned from Florida he told her that he was “going to change the other will and revoke it.”

On March 21, 1988, defendants moved for summary judgment. Plaintiff resisted that motion with her own deposition testimony and affidavit, with copies of cancelled checks written by her payable to Spaulding, with the March 8, 1986, document, and finally, with affidavits of nine other persons. The affiants each stated that Spaulding had told them of his promise to make a will in plaintiff’s favor in return for the services plaintiff had provided for him.

Defendants did not submit any counteraffidavits. On May 16, 1988, defendants’ motion for summary judgment was granted.

I

Plaintiff maintains that the trial court erred in granting summary judgment in favor of defendants because the facts, when considered in the light most favorable to plaintiff, establish the existence and terms of a valid contract to make a will. Relying on several Illinois Appellate Court cases, most recently Skurat v. Kellerman (1977), 53 Ill. App. 3d 361, 368 N.E.2d 966

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Cite This Page — Counsel Stack

Bluebook (online)
543 N.E.2d 980, 187 Ill. App. 3d 1031, 135 Ill. Dec. 412, 1989 Ill. App. LEXIS 1300, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-spaulding-illappct-1989.