Little v. Behnke

561 N.E.2d 350, 203 Ill. App. 3d 999, 149 Ill. Dec. 72, 1990 Ill. App. LEXIS 1527
CourtAppellate Court of Illinois
DecidedSeptember 26, 1990
DocketNo. 5-89-0167
StatusPublished
Cited by6 cases

This text of 561 N.E.2d 350 (Little v. Behnke) 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
Little v. Behnke, 561 N.E.2d 350, 203 Ill. App. 3d 999, 149 Ill. Dec. 72, 1990 Ill. App. LEXIS 1527 (Ill. Ct. App. 1990).

Opinion

JUSTICE CHAPMAN

delivered the opinion of the court:

Leola Lemke died October 24, 1987. Claude and Joan Little filed a petition seeking: (I) to set aside decedent’s purported last will and testament dated October 23, 1987; and (II) to set aside a quitclaim deed from the decedent to Lola Behnke, dated October 22, 1987. Petitioners alleged that Lola Behnke exerted undue influence upon Leola Lemke which resulted in the preparation and execution of the will and deed.

After the jury was impanelled, but prior to any witness testifying, the court granted Lola Behnke’s motion to sever the trial of count I from the trial of count II. The trial on count I was conducted, and the jury was discharged after failing to reach a verdict. The court then entered a judgment order granting respondents’ post-trial motion, entering judgment in favor of the respondents and against the petitioners with respect to count I of the petition. The court denied petitioners’ post-trial motion which sought to have the judgment set aside and a new trial ordered. The court also granted respondents’ motion to dismiss count II of petitioners’ complaint. Petitioners appeal.

The first matter for our consideration is petitioners’ claim that the trial court erred in granting respondents’ motion for severance.

The trial judge is given broad discretion to consolidate and sever claims. (Ill. Rev. Stat. 1989, ch. 110, par. 2 — 1006.) The judge’s discretion is to be exercised in each case by an appraisal of administrative convenience and the possibility of prejudice to substantial rights of the litigants in the light of the particular problems which will arise in the course of the trial. (Mount v. Dusing (1953), 414 Ill. 361, 367, 111 N.E.2d 502, 505.) A court of review will not reverse the trial court’s determination unless such discretion has been manifestly abused. (Needy v. Sparks (1977), 51 Ill. App. 3d 350, 356, 366 N.E.2d 327, 335.) We find no abuse of discretion in this case.

Several factors were raised by the respondents before the trial court in support of their motion for severance. Respondents pointed out that a proceeding to set aside a conveyance based upon an alleged abuse of a fiduciary relationship is an equitable issue which does not afford petitioners the right to a jury trial. In such a proceeding, any jury verdict would be advisory to the court. (111. Rev. Stat. 1989, ch. 110, par. 2 — 1111.) However, a proceeding to invalidate a will is to be tried by a jury if a party so demands. (Ill. Rev. Stat. 1989, ch. 1101/2, par. 8 — 1.) Respondents contended that consolidation of both counts into one trial would place an undue burden on the jury and the court because: (1) petitioners lacked standing to set aside the deed; (2) the Dead Man’s Act (Ill. Rev. Stat. 1989, ch. 110, par. 8 — 201) had no application to count II because the sole defendant in that case was Lola Behnke; and (3) the burden of proof in a proceeding to set aside a conveyance is greater than that required to invalidate a will.

Under the circumstances of this case, these factors could have raised legitimate concerns which the trial court may have considered in making its determination to sever the issues. We also believe that there was no prejudice to any substantial right of the petitioners because of the court’s decision. Evidence was admitted as to the preparation and execution of both the will and the deed. Evidence was also admitted regarding Lemke’s removal of the Littles’ names from her bank accounts and certificates of deposit, and placing Behnke’s name on the same. While petitioners contend that the repetition of evidence to be presented in the trial of both counts is burdensome, petitioners do not claim that any evidence applicable to count II was rejected by the court during the trial of count I. Furthermore, petitioners’ argument that severance of the issues results in a multiplicity of suits and administrative inefficiency is not convincing in light of the facts of this case. Assuming the trial court’s judgment in favor of the respondents is affirmed, and the dismissal of count II is affirmed, petitioners’ predicted “multiplicity of suits” is a nullity. By severance of the issues under this scenario, the trial court effectively avoided unnecessary litigation as to count II. In light of the foregoing, we find that the trial court did not abuse its discretion in severing for trial counts I and II of the complaint.

We now turn to the question of whether the trial court erred in directing a verdict on count I in favor of the respondents. Petitioners assert that the evidence presented is sufficient to give rise to a presumption that Lola Behnke exerted undue influence over the decedent; that Lola Behnke caused the preparation of the last will and testament; and that Lola Behnke received a substantial benefit under the terms of the last will and testament.

An examination of the record shows that Lola Behnke was the decedent’s first cousin. The Littles were neighbors and friends of Leola Lemke but were not related to her. Leola was hospitalized twice in 1987. Her first hospitalization was in September, and in October of 1987 she entered the hospital again and remained there until her death. Claude Little testified that he visited Leola during her first hospital stay and that his wife visited Leola during her second hospital stay. Lola Behnke testified that she visited the decedent everyday during her hospitalization.

Following her hospitalization of September 25, 1987, through September 30, 1987, Lola Behnke picked Leola up from the hospital. Behnke testified that before taking Leola Lemke home, Lemke requested that Behnke take her to the bank. At the bank Lemke had the Littles’ names removed from her checking account and had Lola Behnke’s name put on the account. Lemke also had a certificate of deposit transferred to a payable-on-death account, naming Behnke as beneficiary. The Littles’ names were also removed from a seven-day certificate of deposit, and Behnke’s name was put on the same. Lola Behnke testified that Leola Lemke had Behnke’s name put on Lemke’s safety deposit box in October of 1986.

Upon leaving the bank, Behnke took Lemke to Behnke’s home, where she stayed for four or five days. Soon after Lemke arrived at Behnke’s home, Lemke was feeling poorly and vomited. Behnke testified that Lemke had difficulty keeping food down after her release from the hospital, and this condition grew progressively worse. While Lemke was a guest at Behnke’s home, Behnke prepared Lemke’s meals for her and saw to it that Lemke took her medication. Five days after her discharge from the hospital, Lemke asked to be taken to her own home. Lola Behnke drove Leola Lemke home, but continued to visit her everyday and prepare meals for her. Behnke testified that Lemke was on a special diet when she came home from the hospital and was concerned that she was not going to be able to cook her proper meals without assistance. “She wanted me to see that she had the right food to eat.”

On October 15, 1987, Lola Behnke, at the request of Leola Lemke, removed Lemke’s will, which was sealed in an envelope, from Leola’s safety deposit box. Behnke then made an appointment with attorney William Norton because Lemke wanted to revise her old will.

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Cite This Page — Counsel Stack

Bluebook (online)
561 N.E.2d 350, 203 Ill. App. 3d 999, 149 Ill. Dec. 72, 1990 Ill. App. LEXIS 1527, Counsel Stack Legal Research, https://law.counselstack.com/opinion/little-v-behnke-illappct-1990.