Lachowicz v. Mysliwy

236 N.E.2d 610, 142 Ind. App. 633, 1968 Ind. App. LEXIS 608
CourtIndiana Court of Appeals
DecidedMay 13, 1968
DocketNo. 20,542
StatusPublished

This text of 236 N.E.2d 610 (Lachowicz v. Mysliwy) is published on Counsel Stack Legal Research, covering Indiana Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lachowicz v. Mysliwy, 236 N.E.2d 610, 142 Ind. App. 633, 1968 Ind. App. LEXIS 608 (Ind. Ct. App. 1968).

Opinion

Pfaff, J.

— This is a statutory proceeding under Acts 1953, ch. 112, § 605, § 6-605 Burns’ 1953 Repl., and Acts 1953, ch. 112, § 606, § 6-606, Burns’ 1953 Repl., to construe a portion of the last will and testament of Lottie Lachowicz, deceased.

On April 8, 1960, appellants filed their verified petition in proof of heirship to construe the will of the decedent and to declare the will inoperative, illegal and ineffective concerning the devise of the real estate therein described to Helen Matusiak, one of the appellees herein, and to determine their interests in the real estate, in accordance with the determined construction.

On June 17, 1964, appellants’ said petition was denied in words as follows:

“The Petition of Marion Podgorski, et al. having heretofore been submitted and evidence heard and argument heard [634]*634thereon, and written brief having been submitted and concluded, and said cause having been taken under advisement for ruling thereon, the Court now being fully advised in the premises now denies the petition of Marion Podgorski, et al.”

Appellants then filed their motion for new trial, contending that:

1. The decision of the trial court is contrary to and in violation of §§ 6-605 and 6-606, supra.
2. The decision of the trial court is in violation of Article I, §§12 and 21, and Article III, § 1, of the Constitution of Indiana, and of the Fourteenth Amendment to the Constitution of the United States.
3. The decision of the trial court is contrary to law.
4. The decision of the trial court is not sustained by sufficient evidence.

Said motion was subsequently overruled, thus giving rise to this appeal.

The facts necessary for a determination of the issues on appeal are as follows:

On September 6, 1957, Lottie Lachowicz executed her last will and testament, which in part provided that:

“FIFTH: After the payment of the expenses of my last illness, the expenses of my funeral and burial, costs and expenses of administration, and payment of the above bequests, I give and devise the following real estate, to-wit:
“Lot Thirty-four (34) and the West one-half of Lot Thirty-five (35), in Block One (1), as marked and laid down on the recorded plat of Lamed’s Second Addition to the city of Hammond, in Lake County, Indiana,
to HELEN MATUSIAK, in accordance with the provisions and terms of a certain agreement dated September 6, 1957.”

The agreement referred to in the aforementioned will provision is as follows:

“AGREEMENT made September 6, 1957, by and between LOTTIE LACHOWICZ (hereincalled ‘LACHOWICZ’), and [635]*635HELEN MATUSIAK (herein called ‘MATUSIAK’), as follows :
“WHEREAS, LACHOWICZ is advanced in years and wishes to make arrangements for her maintenance, care and support during the remainder of her life and for her proper burial following her death,
“NOW, THEREFORE, in consideration for such arrangement, it is agreed as follows:
“1. LACHOWICZ, immediately upon execution and delivery of this agreement, shall make, publish and declare her last will and testament in the form set forth in Exhibit A hereto annexed and hereby made a part hereof.
“2. MATUSIAK, her husband and daughter shall immediately come and make her home with LACHOWICZ at 1113 Cleveland Street, Hammond, Indiana, and binds herself to maintain, care and support LACHOWICZ, it being understood that such maintenance, care and support is meant and intended to include furnishing and supplying LACHOWICZ with necessary, reasonable and proper food, lodging, nursing care and pleasant, comfortable and congenial surroundings, all as a member of MATUSIAK’S Family, for and during the remainder of LACHOWICZ’S natural life, and also to pay the expenses of her funeral and burial upon her death.
“3. MATUSIAK will pay all taxes, insurance premiums, charges for gas, heating fuel, electricity and water promptly when they become due and payable, and will keep the premises in repair at all times.
“4. LACHOWICZ agrees that she will not sell, mortgage or encumber said real estate described in her last will and testament, or any part thereof, during her lifetime unless compensation is paid to MATUSIAK as hereinafter provided.
. “5. In the event that LACHOWICZ shall determine to withdraw from this arrangement or sell, mortgage or encumber her real estate described in said last will and testament, then MATUSIAK shall be compensated at the rate of One Hundred ($100.00) Dollars per month from the date of this arrangement until such withdrawal therefrom or by termination thereof by sale, mortgage or encumbrance. Upon payment of such compensation to MATUSIAK as provided herein, LACHOWICZ shall then have the right to rescind said Last Will and Testament and this agreement shall then be null and void. Upon termination of this arrangement and also upon payment of the compensation as herein pro[636]*636vided, MATUSIAK and her husband shall execute a QuitClaim Deed relinquishing any right, title and interest in the real estate that she may have acquired by reason of this agreement and any and all other instruments that may be necessary and proper.
“IN WITNESS WHEREOF the parties hereto have hereunto set their hands and seals the day and year first above written.
“/a/ ESTELLE GRESS
Estelle Gress
“/a/ A. A. BOCHNOWSKI
A. A. Bochnowski
her
/s/ LOTTIE (X) LACHOWICZ
Lottie Lachowicz
mark
/a/ HELEN MATUSIAK
Helen Matusiak”

Subsequent to its execution, the said agreement was recorded with the Recorder of Lake County, Indiana.

On September 11, 1957, the parties to the aforementioned agreement entered into a rider to the agreement, which is as follows:

“RIDER TO AGREEMENT DATED SEPTEMBER 6, 1957, by and between LOTTIE LACHOWICZ and HELEN MATUSIAK.'
“6. In the event that MATUSIAK shall determine to withdraw from this arrangement, LACHOWICZ agrees to pay the sum of Seventy-five ($75.00) Dollars per month as compensation from the date of commencement of this agreement until such withdrawal.
“7. MATUSIAK shall not make any alterations or permanent improvements in said home unless approved by LACHOWICZ. Upon termination of this arrangement either by LACHOWICZ or MATUSIAK, LACHOWICZ shall refund to MATUSIAK all sums and disbursements made by her for such alterations or improvements in addition • -.to the compensation herein provided.
[637]*637“8.

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Related

Crane, Extr., Etc. v. Burns, Etc.
135 N.E.2d 832 (Indiana Supreme Court, 1956)

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Bluebook (online)
236 N.E.2d 610, 142 Ind. App. 633, 1968 Ind. App. LEXIS 608, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lachowicz-v-mysliwy-indctapp-1968.