Lewandowski v. Zuzak

137 N.E. 500, 305 Ill. 612
CourtIllinois Supreme Court
DecidedDecember 19, 1922
DocketNo. 14904
StatusPublished
Cited by11 cases

This text of 137 N.E. 500 (Lewandowski v. Zuzak) is published on Counsel Stack Legal Research, covering Illinois Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lewandowski v. Zuzak, 137 N.E. 500, 305 Ill. 612 (Ill. 1922).

Opinion

Mr. Justice Dunn

delivered the opinion of the court:

This is an appeal from a decree setting aside the will of Michael Lewandowski on the ground of unsoundness of mind. The bill alleged that the complainants, Joseph and Rosie Lewandowski, were brother and sister and only heirs of Michael Lewandowski. The defendants are Joseph Zuzak and Marya Zuzak, the sole beneficiaries under the will. The answer denied that the complainants were the brother and sister of Michael Lewandowski or were his heirs, as well as the mental unsoundness of Lewandowski. There was a trial by jury, and the issue submitted was whether the instrument produced on the trial was the last will and testament of Michael Lewandowski, deceased, or not. No issue was submitted as to the relationship of the complainants to the testator. Evidence was introduced on both sides as to the testator’s mental condition, and there was great conflict in it. The weight of the evidence will not be discussed, because the decision must be reversed for error committed on the trial.

The will was executed on March 16, 1916. On March 23, 1916, Michael Lewandowski was adjudged by the county court of Cook county to be a fit person to be sent to the hospital for the insane. He was committed to the hospital at Kankakee, of which he remained an inmate until his death, on June. 21, 1919. His will was admitted to probate in the probate court of Cook county on September 30, 1919, and the bill to contest it was filed on September 29, 1920. On the trial the appellees were permitted to introduce in evidence, over the objection of the appellants, the order of the county court committing the testator to the hospital for the insane, including the report of two physicians who were appointed by the court and reported that upon their examination of Lewandowski they found him to be a fit person to be sent to the hospital for the insane; that his disease was of seven months’ duration and the cause was alcoholic psychosis. It was error to admit this evidence. The proceeding for the commitment of the testator to the hospital for the insane was upon a different issue from that in this case, and the certificate of the physicians was given to the jury without any opportunity for cross-examination by the appellants. In Keely v. Moore, 196 U. S. 38, where a similar certificate of two physicians was offered in evidence and excluded, the court said: “These were properly excluded, not only because they were unsworn testimony but because they were given in a different proceeding and upon a different issue. Thomson may have been insane to the extent of being dangerous if set at liberty and yet may have had sufficient mental capacity to make a will, to enter into contracts, transact business, and be a witness. In the case of Leggate v. Clark, 111 Mass. 308, the admission of similar testimony was treated as error.”

In Entwistle v. Meikle, 180 Ill. 9, the record of the county court showing the appointment of a conservator for the testator two or three years after the execution of, the will was excluded, and the court in affirming the decree stated that “the question in issue on the trial was as to the testamentary capacity of the testator on May 31, 1894, not whether under chapter 86 of the Revised Statutes there should be appointed a conservator to take charge of his property to prevent him from dissipating or wasting his estate, and the determination of the latter question would not settle the former. Conceding that the appointment of a conservator was proper, it does not follow that the testator did not possess testamentary capacity to make a will.” Wetzel v. Firebaugh, 251 Ill. 190, is to the same effect.

In an application for the probate of a will certain proceedings in the county court about a month before the execution of the will for the appointment of a conservator for the testatrix were introduced in evidence, which resulted in a verdict finding that she was a distracted and feeble-minded person and in the appointment of a conservator. This evidence was not competent in the county court to show a lack of mental capacity, because in that court the only testimony admissible on that question is that of the subscribing witnesses. It was contended that a person who had been legally adjudged to be a distracted or feeble-minded person was therefore not authorized to devise property, and that the circumstances attending the execution of the will constituted such fraud and improper conduct as to invalidate it; but it was held that an inquest of lunacy is conclusive as to subsequent occurrences only when made so by statute, as in the case of contracts, which are declared void by section 14 of chapter 86 of the Revised Statutes, and it was said to be significant that no declaration was made in regard to wills. It was further observed that the verdict and judgment did not find that the testatrix was of unsound mind but simply that she was a distracted or feeble-minded person and by reason of this condition incapable of managing and caring for her estate. “No greater force can be given to this finding than that she was feeble-minded, and this is not enough to invalidate a will. Mental weakness is not inconsistent with testamentary capacity. A less degree of mental capacity is requisite for the execution of a will than for the execution of contracts and the transaction of ordinary business. One may be capable of making a will yet incapable of disposing of his property by contract or of managing his estate. (Greene v. Greene, 145 Ill. 264.) * * * The condition of being unable, by reason of weakness of mind, to manage and care for an estate is not inconsistent with capacity to make a will.” In re Estate of Weedman, 254 Ill. 504.

The issues formed in the county court in a proceeding to have a conservator appointed do not necessarily involve the same question necessary to be determined in settling the mental capacity to make a valid will. To make a valid will only requires the testator to be of sound mind at the moment of composing and executing it. A conservator should be appointed if the testator was generally incompetent to take care of his property though a portion of the time he might be competent, for the danger of wasting his property would exist at the times when he was incompetent though at the moment of the appointment the testator might have been competent. In Holliday v. Shepherd, 269 Ill. 429, a suit to contest a will, the court admitted in evidence the record of the appointment of a conservator for the testator in the month prior to the execution of the will, and it was held that in view of the testator’s history, as shown in the record, from his boyhood, the record was admissible, but it was stated that if the record had shown that the conservator was appointed for the sole reason that the testator was a spendthrift or a drunkard a different question would have been presented as to the admissibility of the record. In that case the verdict found that the testator was insane. In this case there was no finding of a jury that the testator was insane but only the certificate of two physicians that he was a fit person to be sent to the hospital for the insane. Such a finding is not inconsistent with testamentary capacity.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

First National Bank & Trust Co. v. Severson
437 N.E.2d 430 (Appellate Court of Illinois, 1982)
CITIZENS NAT'L BK. OF PARIS v. Pearson
384 N.E.2d 548 (Appellate Court of Illinois, 1978)
Estate of Phillips
269 Cal. App. 2d 656 (California Court of Appeal, 1969)
County Bank of Santa Cruz v. Ververs
269 Cal. App. 2d 656 (California Court of Appeal, 1969)
In re the Probate of the Will of White
141 N.E.2d 416 (New York Court of Appeals, 1957)
Tate v. Chumbley
57 S.E.2d 151 (Supreme Court of Virginia, 1950)
Gilmer v. Brown
44 S.E.2d 16 (Supreme Court of Virginia, 1947)
Moneta v. Hoinacki
67 N.E.2d 204 (Illinois Supreme Court, 1946)
New York Life Insurance v. Schlieper
2 N.E.2d 169 (Appellate Court of Illinois, 1936)
Hunt v. Morris
266 Ill. App. 18 (Appellate Court of Illinois, 1932)
Oard v. Dolan
151 N.E. 244 (Illinois Supreme Court, 1926)

Cite This Page — Counsel Stack

Bluebook (online)
137 N.E. 500, 305 Ill. 612, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lewandowski-v-zuzak-ill-1922.