Markley v. McCulloch

280 Ill. App. 24, 1935 Ill. App. LEXIS 358
CourtAppellate Court of Illinois
DecidedApril 22, 1935
DocketGen. No. 8,892
StatusPublished
Cited by1 cases

This text of 280 Ill. App. 24 (Markley v. McCulloch) 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
Markley v. McCulloch, 280 Ill. App. 24, 1935 Ill. App. LEXIS 358 (Ill. Ct. App. 1935).

Opinion

Mr. Presiding Justice Wolfe

delivered the opinion of the court.

On February 15,1932, Cora N. Markley filed her bill in the circuit court of Peoria county praying for the construction of the will of her deceased husband, John H. Markley. The bill requests in particular that the intention of the testator as expressed in the fourth clause of his will be judicially determined. The complainant’s construction of the fourth clause appears from the allegations of her bill.

The bill alleges that the testator died on March 28, 1931, possessed of household furniture, mortgages, notes, cash, choses in action and other personal property, some of which was located at his home at the time of his death and the remainder in a bank safety deposit box under his possession and direct control; that by the word “chattel property” of the fourth clause of his will, the testator intended to and did bequeath to the complainant all his personal property, except the articles specifically bequeathed in the second and third clauses of his will. The executors of the will and Harriet M. Kroos, the daughter of the testator by a former marriage, were made parties defendant to the bill.

The defendants filed a joint and several answer to the bill. The answer alleges that all the personal property of the testator, other than the household furniture, automobile and a small sum of money, was not located or kept in the testator’s home, but at the time of his death was in a safety deposit box in the Central National Bank and Trust Company, of Peoria, and with the People’s Loan and Homestead Association of Peoria. The answer further alleges that the will makes no disposition of the testator’s cash on hand, stocks, bonds, building and loan stock, deposits in bank, notes and choses in action, but that the same is intestate property, and passes under the law of descent.

The first clause of the will directs that the debts of the testator be paid. The second bequeaths testator’s watch to his nephew. The third bequeaths to testator’s daughter his victrola, and also all solid silverware which belonged to the daughter’s mother during her lifetime, or to the testator.

The fourth clause is as follows: “My automobile, and all my household furniture and chattel property contained in my home, now at #204 Ellis Street, Peoria, Illinois, but wheresoever the same may then be situated, unless otherwise disposed of, I give and bequeath unto my beloved wife, Cora N. Markley, provided, that if my said wife shall not survive me, then and in that case, the property in and by this provision disposed of shall descend to my heirs as intestate estate. ’ ’

The fifth clause of the will devises in fee to the complainant two lots in Port Angeles, Washington. The sixth clause provides that any contract for the conveyance of real estate devised to the testator by his former wife, Fannie E. Markley, the mother of Harriet M. Kroos, remaining partly unperformed be completed by the executors of testator’s will, and that one-half of the proceeds of such sale or sales be paid by his executors to Harriet M. Kroos according to the last will of Fannie E. Markley, which, testator’s will states, devised to testator a one-half interest in said real estate of Fannie E. Markley.

The testator appointed Elwood Kroos, husband of Harriet M. Kroos, and testator’s friend, Edward D. McCulloch, executors of the will which contains no residuary clause.

The cause was referred to the master for findings of fact and conclusions of law. The master found that the testator died possessed of bonds, and shares of stock in corporations and building association of the par value of $6,104.68; checking account in Central National Bank of Peoria, $322.83; savings account in said bank, $735.52; certificate of membership issued to testator in Banker’s Life Association of Des Moines, Iowa, for $2,000, assigned as security for money loaned and premiums advanced, $2,581.11; household goods and Hupmobile sedan, estimated value $500; notes secured by real estate mortgage, $4,200.35; that at the time of the execution of the will, the testator was residing with his wife at a home at 204 Ellis street; that about three months before his death testator and his wife moved to 225 North Sheridan Road where he resided at the time of his death; that both of said places are in Peoria, Illinois.

The master further found that the testator for many years prior to his decease, and at the time of his death, kept a safety box No. 1073, in the Central National Bank and Trust Company of Peoria, and also for some time before and at the time of his death kept some of his valuable papers in a tin box at his home; that the complainant had a key and access to said safety deposit box, and said tin box in which she was permitted to deposit any documents or valuables.

The master further found that the certificate of stock in the People’s Loan and Homestead Association, No. 10399, listed in the inventory for 28 shares of Class E. Stock, was prior to and at the time of the death of the testator, in the possession of the association, held as collateral for a previous loan made by the association to the testator.

The master further found that a part of the personal property listed in the inventory filed in the estate was obtained by the executors from the complainant, and a part of the same from the safety deposit box in the Central National Company; that it does not appear from the evidence how the complainant became possessed of any of said personal property belonging to said estate, which she turned over to the executors; that on March 14, and March 16, 1931, complainant was in the Central National Bank and Trust Company, and examined the safety deposit box; that she testified her reason for examining the contents of said box was to get income tax papers and deeds; that the tin box kept by the testator contained deeds to property, insurance papers, fire insurance papers, and one George Markley loan stock certificate; that the complainant did not remember the various documents she obtained from said box and turned over to the executors; that objection was made before the master by the appellees that the complainant was disqualified as a witness under the statute, and her testimony was taken by the master subject to this objection.

The master also found that there is no evidence establishing the value or extent of any personal property belonging to said estate, contained in said tin box, or any other place in the said testator’s home at the time of his death; that there is no evidence establishing what, if any, chattel property was contained in the home of the testator at 204 Ellis street, at the time of the execution of his will.

The complainant, who is the appellant in this court, does not contend that the findings of fact by the master, which were confirmed by the chancellor, are not supported by the evidence in the case. We deem it fair to state that it does not appear from the evidence what papers of the testator were in the tin box and what papers were in the safety deposit box at the time of his death. Edward D. McCulloch, one of the executors of the will, testified he received some of the contracts and other choses in action which were a part of the testator’s estate from the complainant and some, he thought, were in the safety deposit box.

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Bluebook (online)
280 Ill. App. 24, 1935 Ill. App. LEXIS 358, Counsel Stack Legal Research, https://law.counselstack.com/opinion/markley-v-mcculloch-illappct-1935.