Jacoby v. Jacoby

96 N.E.2d 362, 342 Ill. App. 277
CourtAppellate Court of Illinois
DecidedFebruary 12, 1951
DocketGen. 10,402
StatusPublished
Cited by10 cases

This text of 96 N.E.2d 362 (Jacoby v. Jacoby) 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
Jacoby v. Jacoby, 96 N.E.2d 362, 342 Ill. App. 277 (Ill. Ct. App. 1951).

Opinion

Mr. Justice Bristow

delivered the opinion of the court.

Plaintiff, William L. Jacoby, Jr., is appealing from a decree of the circuit court of DuPage county, dismissing for want of equity plaintiff’s complaint for an accounting, a declaration of trust, and an injunction to prevent his mother, the defendant Laura Warren Jacoby, from revoking a will and disposing of her property.

Plaintiff failed to file his notice of appeal within the 90-day period, or to perfect his appeal within the time designated by the statute, for certain vague and general reasons. This court, however, has granted his petition for leave to appeal, and shall consider the cause on the merits. The sole issue presented herein is whether the will of William L. Jacoby and Laura Warren Jacoby was executed pursuant to a contract, and became irrevocable after the death of William J. Jacoby.

From the pleadings and evidence adduced before the trial court, it appears that on April 2, 1923, William and Laura Jacoby executed a will which, in substance, provided that they each devised to the other their entire estate, and in case of the death of both in a common disaster, the entire estate should be held in trust by the First Trust and Savings Bank as trustee, for their surviving children, until they each reach the age of 30. The will was executed just three days before the Jacobys and their four children departed for Europe and was prepared in anticipation of that trip.

The scrivener of the instrument testified that a day or two before the will was dravm and executed Mr. Jacoby told him that the family was going to Europe either the next or second day, and that he wanted to draw a will, for he was concerned about their young children if he and his wife should die in a common disaster. He wanted a common disaster clause, and suggested to the scrivener that the simplest way, because of the limited time, would be to draw a joint will which both he and Mrs. Jacoby could execute. He gave the lawyer Mrs. Jacoby’s name. Nothing was said about the will being drawn in accordance with an agreement or contract, or being in any way irrevocable. Two days later Mr. and Mrs. Jacoby came into his office and the will was executed. There was no conversation other than introductions, for the Jacobys were in a great hurry due to their departure preparations. The scrivener had a vivid recollection of the will and the circumstances, since it was the only joint will he ever drew.

Mrs. Jacoby testified that she knew she was signing a will, but did not pay much attention to its contents or where she signed it. She and her husband had had no discussion about any provisions of the will, and whatever conversation there might have been, was simply to have a will drawn because of the impending journey.

She recalled that at the time of the execution of the will Mr. Jacoby’s assets consisted essentially of life insurance, $90,000 of which was payable to her, and about $15,000 was payable to his estate. There was also a will in existence at the time by which Mr. Jacoby gave his entire estate to his wife. She stated that she did not need to ask her husband to make any will, for theirs was a happy life of complete trust, whereby she attended to the household management, the servants, and the children, and he attended to his work for A. G-. Becker and Company, investment bankers, which involved considerable travel.

Upon their return from the European trip, Mr. Jacoby continued his same employment, in which he was eminently successful, and upon his death in 1930, his net estate was valued at approximately $240,000.

The Jacohys educated their children well. The daughters went to schools in Switzerland and at Bryn Mawr, and plaintiff graduated from a boy’s school at Pawling. After the death of the father, Mrs. Jacoby sent plaintiff with one of his sisters to England for several months. Plaintiff was unable to get into Princeton University, and after a partial semester at Northwestern University, the authorities did not want him to continue there. He attended Boulder University for one year, and then an art school in Chicago. His mother took him and his brother to the Mediterranean for six weeks in 1931, and in 1934 she took plaintiff to England again.

In December 1935, plaintiff married the defendant Janet MacG-illivray, and they had one child. That marriage was broken because of plaintiff’s open and notorious adultery. Plaintiff at no time supported his wife, even though he was employed and had a good income, and the defendant Laura Jacoby bought them a home in Hinsdale and had to continuously support plaintiff’s family. Occasionally plaintiff left his wife $5 or $10, and on one occasion, when his mother sent them money, he took it for a pleasure trip east, and his wife had to go with the child to plaintiff’s sister’s home and stay there for meals for some four days, since she had no funds. In the 13 months following the divorce decree, although plaintiff earned at least $400 a month, and the decree awarded his wife and child only $150 a month, plaintiff was in arrears some $1,520 in support money. His mother, defendant Laura Jacoby, has continued to support her grandchild, and because of this litigation, is temporarily living with plaintiff’s former wife and child in Hinsdale, rather than at her home in Delaware.

As a consequence of plaintiff’s conduct and refusal to support his wife and child, his mother made a new will on June 19,1945. Under this "will the residue of her estate is divided into nine parts; three go to her daughter Laura Jacoby Noel, three to her son Charles Warren Jacoby, one to her daughter-in-law Janet MaeGrillivray Jacoby, one to her son, the plaintiff, William L. Jacoby, Jr., and the remaining share to her grandson, William L. Jacoby, III. Plaintiff and his divorced wife each take a life estate in the share given them, with a remainder over to the grandson, who receives his share at the age of 21. There is a right of invasion of principal at the discretion of the trustee, which is the Wilmington Trust Co. of Wilmington, Delaware.

In this proceeding for a declaration of trust and an injunction prohibiting defendant Laura Jacoby from revoking the former "will, under which plaintiff, as one of the surviving children, would be entitled to a third of the entire estate, plaintiff contends that the joint will was executed pursuant to a contract, and became irrevocable after the death of William Jacoby.

Defendant Laura Jacoby denies that the will was executed in connection with, or as a result of, any contract, and maintains that no such contract can be construed from the terms of the will or the circumstances under which it was executed. In support thereof she offered the testimony of the scrivener who drafted the will, as well as her own statement.

The circuit court, after a hearing on the merits lasting several days, and covering the circumstances up to, and at the time of, the execution of the controverted will, as well as the circumstances which prompted defendant Laura Jacoby to make the will of June 19, 1945, concluded that there was no contract to execute the joint will of 1923, that it could therefore properly be revoked, and that plaintiff’s complaint should be dismissed for want of equity.

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Bluebook (online)
96 N.E.2d 362, 342 Ill. App. 277, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jacoby-v-jacoby-illappct-1951.