Matter of Estate of Walls

561 N.E.2d 344, 203 Ill. App. 3d 574, 149 Ill. Dec. 66, 1990 Ill. App. LEXIS 1464
CourtAppellate Court of Illinois
DecidedSeptember 25, 1990
Docket4-90-0192
StatusPublished
Cited by2 cases

This text of 561 N.E.2d 344 (Matter of Estate of Walls) 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 Walls, 561 N.E.2d 344, 203 Ill. App. 3d 574, 149 Ill. Dec. 66, 1990 Ill. App. LEXIS 1464 (Ill. Ct. App. 1990).

Opinion

JUSTICE McCULLOUGH

delivered the opinion of the court:

Plaintiffs, the heirs at law of Vern V. Walls (Walls heirs), filed a will contest action alleging (1) the last will and testament of Vem V. Walls (decedent) was the result of undue influence by Cyril DeClercq (Cyril) and Floyd DeClercq (Floyd), brother and nephew, respectively, of decedent’s predeceased wife, Kathryn; and (2) decedent lacked testamentary capacity. The jury returned a verdict for the Walls heirs on the grounds of undue influence. The trial court entered a judgment notwithstanding the verdict (n.o.v.) for the defendants, the DeClercq heirs. On appeal, the Walls heirs argue the trial court erred in entering judgment for the defendants where the evidence established undue influence. The plaintiffs raise no issue regarding decedent’s testamentary capacity. We affirm.

Decedent died on March 31, 1986, at the age of 79. Decedent’s wife, Kathryn, died two months earlier after a long illness. Decedent and Kathryn had one child, who predeceased them at age 14. Decedent was survived by several brothers and sisters. Cyril is Kathryn’s brother; Louella Drone (Louella) is Kathryn’s sister.

Prior to Kathryn’s death, decedent’s and Kathryn’s 1985 wills provided that on the death of the survivor, their estate would be divided equally between the Walls heirs and the DeClercq heirs. Cyril was appointed executor; Cyril’s son, Maurice, was appointed alternate executor. On March 15, 1986, decedent, then in the hospital for emphysema, executed a new will which directed the bulk of decedent’s estate, valued at $275,000 to $300,000, to the DeClercq heirs. Only $34,000 in cash bequests were given to the Walls heirs.

Harold Tenney, the lawyer who prepared the 1985 wills for Kathryn and decedent, testified for plaintiffs that the 1985 wills of decedent and Kathryn split their total estate equally between the Walls heirs and the DeClercq heirs on the death of the survivor of them. Tenney stated the Walls wanted their 1985 wills to be substantially the same as their prior wills executed in 1975 when they were living in Arkansas. Of the one-half devised to the DeClercq heirs, Cyril and his family were to receive one-half and Louella was to receive one-half. Cyril was again appointed executor, and Maurice was appointed alternate executor.

On cross-examination, Tenney testified that after the wills were executed, he represented the decedent in connection with a roof problem at decedent’s house. Tenney terminated his representation of decedent because a problem developed with decedent. Tenney never met Cyril and had no reason to believe anyone other than decedent was the cause of the problem that resulted in the termination of his representation. Tenney stated the last day he did any work for decedent was February 17,1986.

Louella testified as an adverse witness for plaintiffs. She stated that decedent was close to her children. Louella moved in with decedent and Kathryn after they moved to Decatur to help care for Kathryn during her illness. After Kathryn got sick, Louella stated the decedent hired someone to handle his financial affairs because Kathryn had done it previously. On October 1, 1985, the day decedent and Kathryn executed their wills, decedent and Kathryn explained to Louella and Cyril that each would receive 25% of their combined estates. Kathryn and decedent kept their new wills in a chest of drawers in their bedroom. Louella remained close to decedent after Kathryn died but did not continue to live in his house. Louella stated when she called decedent, often Cyril was at decedent’s house. Louella recalled decedent’s brother, A1 Walls, came to visit with decedent after Kathryn’s death. According to Louella, decedent and his brother did not have a “falling out.” Louella stated decedent’s personality changed totally after Kathryn’s death. Decedent would often sit at a table for long hours at a time. After decedent went into the hospital, he told Louella that Cyril came to visit him every night. Louella stated Cyril called her after she received a summons in this action and told her not to worry about getting a lawyer, that he would handle everything. Louella testified Cyril came to visit her at her apartment on July 11, 1988, for the first time in four years and told her not to say anything about decedent because “all would be lost.”

Cyril testified as an adverse witness for plaintiffs. Cyril stated Kathryn and decedent told him he would be appointed executor of their wills. Cyril stated Kathryn and decedent did not explain the contents of their 1985 wills to him and Louella but merely told them new wills were executed on October 1, 1985. Cyril testified Donald Baird was his attorney in 1985 and had been for 35 to 40 years. Cyril learned from decedent on February 28, 1986, that decedent had fired his lawyer, Tenney.

Cyril stated he knew decedent was then thinking about executing a power of attorney. Cyril identified a note he prepared, addressed to Baird, which was admitted into evidence. The note read: “Please furnish a legal PDQ [as] mentioned in our conversation.” The note was dated February 24, 1986, four days before decedent fired his prior attorney, and had Cyril’s name in the lower right-hand corner. Cyril stated “PDQ” meant “pretty darn quick.” Cyril stated he gave the note to the decedent to assist decedent when he went to visit Baird. Baird prepared a power of attorney for decedent naming Cyril as decedent’s agent on March 6, 1986. Cyril admitted taking decedent to Baird’s office for decedent’s first visit with Baird for probating Kathryn's will but he could not recall the date of the visit. Cyril stated the power of attorney allowed him to handle all decedent’s financial affairs. Cyril stated decedent delivered Kathryn’s will to Baird’s office before he went into the hospital on March 9,1986.

Cyril recalled a statement decedent made to him prior to entering the hospital, to wit: “Cyril, I don’t think you’re going to like my Will.” Cyril also recalled, after being presented with his prior deposition testimony, that decedent made the following statement to him in the hospital: “Cyril, I don’t think we treated you right in this Will.” Cyril also stated he found out decedent had made out another will after it was executed.

On direct examination, Cyril stated he did have a conversation with his sister, Louella, on July 11, 1988, in her apartment at which time he advised her not to discuss the will contest case. Cyril admitted that his contrary answers to an interrogatory on the same subject and to an interrogatory regarding whether he had visited his sister in the past five years were erroneous. Cyril also stated he helped the decedent with his roof problem by going to the school district from which decedent had purchased the house.

On examination by his counsel, Cyril denied suggesting to decedent how to divide his estate and did not hear anyone suggest such a thing to decedent.

Gene Pride testified for defendants. Pride shared a room with decedent in Decatur Memorial Hospital from March 12 to March 15, 1986. Pride discussed decedent’s will and estate planning with him. Decedent told Pride he was going to make some changes in his will and he was displeased with portions of his family that he had not seen for a while.

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Bluebook (online)
561 N.E.2d 344, 203 Ill. App. 3d 574, 149 Ill. Dec. 66, 1990 Ill. App. LEXIS 1464, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-estate-of-walls-illappct-1990.