Matter of Estate of Hubbard

369 N.E.2d 292, 54 Ill. App. 3d 238, 11 Ill. Dec. 838, 1977 Ill. App. LEXIS 3619
CourtAppellate Court of Illinois
DecidedOctober 26, 1977
Docket76-419
StatusPublished
Cited by4 cases

This text of 369 N.E.2d 292 (Matter of Estate of Hubbard) 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
Matter of Estate of Hubbard, 369 N.E.2d 292, 54 Ill. App. 3d 238, 11 Ill. Dec. 838, 1977 Ill. App. LEXIS 3619 (Ill. Ct. App. 1977).

Opinion

Mr. JUSTICE WOODWARD

delivered the opinion of the court;

Elmer C. Hubbard died testate on February 10,1971, at his home at 544 South Broadway, Aurora, Illinois. He was 78 at the time of his death and left surviving as his only heirs-at-law his widow, Grace Hubbard, also 78, and three adult children by his first marriage, namely Lorene Kiley, Lloyd Hubbard, and Joyce Kreitz.

Subsequent to oral argument but prior to the filing of the opinion in this case, Mrs. Hubbard died. On September 28,1977 we allowed the motion of the administrator of her estate to be substituted as the petitionerappellee. Therefore, all references in the opinion to petitioner refer to both Mrs. Hubbard and her administrator.

Mr. Hubbard married his second wife, Grace, in 1956 when they were each approximately 63 years old. Upon her marriage to Mr. Hubbard, Grace Hubbard moved into the house at 544 South Broadway where the couple then resided until Mr. Hubbard’s death in 1971. Mrs. Hubbard continued to live there until her death in 1977. The premises at 544 South Broadway consist of three apartments, one occupied by the Hubbards as their residence and two others which were rented out.

In 1960 Mr. Hubbard retained an attorney to draw his last will and testament. The will named Lorene Kiley as executrix. Mrs. Kiley testified that her father gave her a copy of the will.

Prior to his death in 1971, Mr. Hubbard suffered several strokes. During this period he requested his wife to secure his will from the safe deposit box and thereafter the will was kept in the house. Also at this time Mr. Hubbard told his wife that at his death she could remain in the house for as long as she lived.

On the morning of February 10, 1971, Mrs. Hubbard telephoned Lorene Kiley and told her of her father’s critical condition. Mrs. Kiley came over immediately followed by a doctor who pronounced Mr. Hubbard dead. Mrs. Hubbard then turned over a bag of papers to Mrs. Kiley, among which she assumed was her husband’s will.

Mrs. Kiley took the bag home, but did not examine it for several days. When she finally did examine the contents of the bag she discovered her father’s will. She was uncertain what to do for several weeks and then finally decided to seek the advice of the attorney who had drawn the will for her father; he explained the will to Mrs. Kiley and advised her that there was nothing she needed to do at that time.

In 1975, Mrs. Hubbard contacted her step-daughter, Mrs. Kiley, to ask if she could have her one-third share of the house as she was aging and could no longer keep up the house. Mrs. Hubbard, since the death of her husband, had collected the rents from the apartments, paid the taxes and insurance thereon and looked after the maintenance and repairs of the premises. Now, however, she wished to take up residence at a retirement home. Mrs. Kiley refused Mrs. Hubbard’s request.

Mrs. Hubbard then sought legal advice. Her attorney, upon ascertaining that Elmer Hubbard’s will had not been filed, sent a letter to the attorney who had drawn the will requesting the filing of the will for probate. The will was filed and letters testamentary were issued to Mrs. Kiley. Within seven days of the admission of the will to probate Mrs. Hubbard renounced the will. She also requested a widow’s award and reimbursement for the funeral expenses which she had paid. When no action was taken on fyer request she filed a petition to remove Mrs. Kiley as executrix. Mrs. Kiley filed an answer and a hearing was held. The order of the trial court removed Mrs. Kiley as executrix; allowed Mrs. Hubbard *5,000 as a widow’s award; found she had a vested estate of homestead in the property at 544 South Broadway; allowed her claim for the funeral bill; and found her renunciation of the will valid. Mrs. Kiley appeals from this order.

We consider first the removal of Mrs. Kiley as executrix. Section 276 of the Probate Act, (Ill. Rev. Stat., 1973, ch. 3, par. 276), governs removal of executors and sets forth one or more grounds for .revocation of letters testamentary. (In re Estate of Long (1971), 1 Ill. App. 3d 372, 273 N.E.2d 160.) Section 276 provides:

“On the verified petition of any interested person, or upon the court’s own motion, the court may remove an executor, administrator, administrator to collect, guardian, conservator or conservator to collect for any of the following causes:
(a) When the executor, administrator, administrator to collect, guardian, conservator or conservator to collect:
# * e
(9) becomes incapable of or unsuitable for the discharge of his duties; * * Ill. Rev. Stat. 1973, ch. 3, par. 276.

The trial court’s order removing Mrs. Kiley reads as follows in pertinent part:

“3. The Court finds that Respondent is unsuitable for the discharge of her duties in that she
(a) for in excess of four years following the death of decedent, without good cause shown and in violation of the Statutes of the State of Illinois, failed to deliver Decedent’s will to the Clerk of this Court, and failed to declare her refusal to act as executor or to institute a proceeding to have the will admitted to probate, but instead kept said will in her safety deposit box;
(b) produced said will for probate only after demand made upon her by attorneys for Petitioner;
(c) failed to perform her fiduciary duties towards Petitioner by failing to advise her of her statutory rights as a widow, but instead maintained a policy of silence towards Petitioner in all matters connected with said will;
(d) failed to file an Inventory herein until said matter was raised by Petitioner in her Petition for Removal of Executor, whereupon Respondent filed an Inventory herein;
(e) without good cause has failed to take any action to complete the administration of this estate or to satisfy Petitioners claim for funeral expenses, widow’s award, homestead exemption, and right to net one-third of said estate;
(f) without good cause continues to resist actively all of Petitioner’s claims to any part of decedent’s estate.”

The finding of a trial court in removing an executor will not be disturbed unless the finding was against the manifest weight of the evidence. (In re Estate of Gullett (1968), 92 Ill. App. 2d 405, 234 N.E.2d 551.) The record amply supports the order of the trial court. The facts in this case clearly establish the statutory ground of “unsuitability” and permits the removal of the respondent as executrix. While we are mindful that Mrs. Kiley acted with the advice of an attorney, the facts of this case demonstrate a course of conduct on the part of the respondent far below the standards imposed upon an executor as a fiduciary in dealing with and in behalf of an estate.

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Bluebook (online)
369 N.E.2d 292, 54 Ill. App. 3d 238, 11 Ill. Dec. 838, 1977 Ill. App. LEXIS 3619, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-estate-of-hubbard-illappct-1977.