Kell v. Deschauer

45 N.E.2d 495, 317 Ill. App. 96, 1942 Ill. App. LEXIS 626
CourtAppellate Court of Illinois
DecidedDecember 22, 1942
DocketGen. No. 9,813
StatusPublished
Cited by11 cases

This text of 45 N.E.2d 495 (Kell v. Deschauer) 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
Kell v. Deschauer, 45 N.E.2d 495, 317 Ill. App. 96, 1942 Ill. App. LEXIS 626 (Ill. Ct. App. 1942).

Opinion

Mr. Justice Dove

delivered the opinion of the court.

The contest in this case involves the ownership of a promissory note and a deed of trust securing the same. Appellant claims ownership thereof by virtue of an alleged gift to her by George H. Meyer, the decedent. The probate court of Lake county, on appellant’s petition, appellee’s answer and a hearing, entered an order in favor of appellant. The circuit court, on appeal and a hearing on a transcript of the evidence taken in the probate court, entered a decree finding the securities did not become the property of appellant by either a gift causa mortis or by a gift inter vivos, but belong to the estate of the decedent. To reverse that decree this appeal is prosecuted.

The securities in controversy consist of a promissory note for $2,500, dated January 6, 1929, due in three years and a deed of trust securing the payment thereof, all executed by Ferguson Harkness and wife, the notes being payable to the order of themselves and indorsed by them. The principal sum has been reduced, by payment, to $2,000 and the maturity thereof extended to November 4, 1944.

The decedent and appellant each lived in the village of Lake Zurich. Appellant taught school six or seven miles from the village. The decedent was 74 years of age. He was failing in health and lived alone, except that appellant attended to his house work mornings and evenings. He had been operated upon and when he came home appellant had dressed the sore.

James Davidson, a neighbor, 73 years old, who operated a filling and milk station, testified that on a Saturday in November 1940, he took the decedent to a doctor’s office located in a hospital at Palatine; that on the way to the doctor’s office the decedent said he had some papers he wanted to leave at the Lake Zurich bank for Esther Kell; that the bank was closed, and the decedent said he would stop when he came back; that they had to wait some time-at the hospital for the doctor, and decedent said he did not think they would get back in time to get into the bank; that when the doctor came, he examined the decedent, and said he would like to keep him there for a couple of days; that decedent had a package of papers wrapped in a paper bag; that he gave the package to the witness, saying: “You take the package and give it to Miss Kell: I got to stay here two or three days,”

The decedent never left the hospital, but died the following Thursday, November 28, 1940. Mr. Davidson further testified he put the package in the back seat of his car, and was busy two or three days before he thought about it; that he called twice at appellant’s house across the street from his filling station at about five or six o ’clock in the evening, but did not find her ; that he saw her once at a distance on the street, but did not get to talk to her about the package until after the decedent’s death; that when he could not find appellant he thought he had better take the package to appellee (Irving C. Deschauer), because he thought appellee was looking after the papers for Mr. Meyer ; that he went to Mr. Deschauer’s office two or three times, but did not find him, and finally left the package with A. R. Schnaebele, a real estate man who has office space in Mr. Deschauer’s office. Mr. Davidson did not know what the package contained until he was afterward informed of the contents by Mr. Deschauer. It was stipulated that the package contained an abstract of title, the note above described, with coupon notes, the trust deed securing the same, an opinion of title and an insurance policy. Pinned to the coupon notes was a memorandum reading: “Lake Zurich, Ill., November 16, 1940. It is my desire that these notes be turned over to Esther Kell after my death. George H. Meyer.” The memorandum, with the exception of the signature, is in Miss Kell’s handwriting. The real estate had been purchased by Mr. Davidson, subject to the incumbrance.

Mr, Davidson further testified that a few days before going to the hospital the decedent told him at the fining station in the presence of Arthur E. Briggs, that he was “going to make it right” with appellant. Mr. Briggs testified that he told the decedent he had nobody to help him except appellant, and that he ought to remember her, to which the decedent replied that he had “remembered” her, and was going to “remember her more.”

Irving C. Deschauer, appellee herein, testified that when he found the package on his desk, he took it over to Mr. Davidson’s office and asked him: “Jim, what about this package ? What do you know about it?” that Mr. Davidson replied: “Well, I found it in the back of my car when I was cleaning up”; that after some further conversation about the contents, the witness asked Mr. Davidson: “You didn’t know it was left in the back of the car?” to which he replied: “No, I didn’t.”. Appellee further testified that Davidson, in this conversation, said nothing about Miss Kell, but did in a later conversation tell him that the decedent delivered the package to him to turn over to Miss Kell for safekeeping until he got back from the hospital.

Mr. Schnaebele testified that on the day after the decedent’s funeral, Mr. Davidson brought the package to Deschauer’s office and said: “There’s something I found in the back of my car when I was cleaning it yesterday, a package that George Meyer took with him when I took him to the hospital. Now, on the way he asked me to drive him to the bank, he said he wanted to leave it at the bank and put it in his deposit box; and when we got to the bank the bank was closed; and that Mr. Meyer said: ‘Well, I’ll take it along with me. I’m not going to stay at the hospital tonight. ’ ” That in this conversation Mr. Davidson further said: “He (meaning the decedent) went so sudden that he (Davidson) had forgotten all about the package until he (Davidson) cleaned his car”; and that Davidson also said: “Irving (meaning appellee) is looking after Meyer’s affairs, so I thought I better turn it over to him”; and that Mr. Davidson, in this conversation, did not mention anything about Miss Kell.

On Mr. Davidson’s previous cross-examination he had denied telling Mr. Deschauer that the decedent delivered the package to him to turn over to Miss Kell for safekeeping, and testified he did not remember telling Mr. Schnaebele: “Here is something I found in the back of my car yesterday when I was cleaning up,” nor remember talking to him at all, and said, “I never talked to that man yet.” He was not put on the stand in rebuttal of any of the other testimony of Mr. Deschauer or Mr. Schnaebele.

There is no testimony in the record that tends to show that the decedent knew he was seriously ill when he went to the doctor’s office at the hospital, or when he allegedly handed the package to Mr. Davidson. The testimony of the latter is that the decedent did not say he thought he was going to die, or express any concern about his health or physical condition; that he did not talk much, did not seem to be very sick, or say that he was, but told the witness, when he went to the hospital that he thought he would be back home the same night.

There are three requisites necessary to constitute a donatio causa mortis: 1. the gift must be with a view to the donor’s death; 2. it must have been made to take effect only in the event of the donor’s death by his existing disorder; 3. there must be an actual delivery of the subject of the donation. (Telford v. Patton, 144 Ill. 611; Williams v. Chamberlain, 165 Ill.

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Bluebook (online)
45 N.E.2d 495, 317 Ill. App. 96, 1942 Ill. App. LEXIS 626, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kell-v-deschauer-illappct-1942.