McCune v. Reynolds

123 N.E. 317, 288 Ill. 188
CourtIllinois Supreme Court
DecidedApril 15, 1919
DocketNo. 11927
StatusPublished
Cited by29 cases

This text of 123 N.E. 317 (McCune v. Reynolds) 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
McCune v. Reynolds, 123 N.E. 317, 288 Ill. 188 (Ill. 1919).

Opinion

Mr. Justice Stone

delivered the opinion of the court :

. This cause comes on a writ of error to the circuit court of Whiteside county to reverse the decree of that court dismissing the bill filed by Mary A. McCune, one of the plaintiffs in error, to set aside the will of Chauncey W. Reynolds, deceased. The bill as amended charges undue influence on the part of the testator’s three sons and want of testamentary capacity on the part of the testator, and makes Walter D. Reynolds, Raymond A. Reynolds and Chauncey W. Reynolds, Jr., his sons, and Gertrude Morley and Beatrice O. Morley, grand-daughters, defendants. Mary A. Mc-Cune is a daughter of the deceased. The will was executed in 1902 and devises the real estate in part to the three sons and the balance to the executors to pay legacies to the grandchildren and gives the residue of his property to his sons. The eighth clause of the will provides as follows: “Having already advanced and deeded to my daughter, Mary A. McCune, property that is now of greater value than that herein willed to either of my said sons, it is my will that she receive nothing whatever from my estate.” The case was heard before a jury. At the close of the contestants’ testimony the chancellor, on motion of proponents, withdrew from the jury the issue of Undue influence on the ground that the contestants’ evidence did not tend to support such allegations of the bill and instructed the jury accordingly. The only remaining controverted question to go to the jury was that of the testamentary capacity of the testator. The jury returned a verdict sustaining the will.

The questions involved in this cause arise on the assignments of error on the part of the chancellor in withdrawing the issue of undue influence from the jury, error in receiving and rejecting testimony, the granting and refusal of certain instructions, and that the verdict of the jury was against the manifest weight of the evidence.

A motion to instruct the jury to find for the defendant is in the nature of a demurrer to the evidence, and the rule is that the testimony so demurred to, together with all reasonable inferences arising therefrom, must be taken most strongly in favor of the plaintiff. (Geiger v. Geiger, 247 Ill. 629; Lloyd v. Rush, 273 id. 489.) Undue influence has been defined to be “any improper or wrongful constraint, machination or urgency of persuasion whereby the will of a person is overpowered and he is induced to do or forbear an act which he would not do or would do if left to act freely.” (Smith v. Henline, 174 Ill. 184.) The burden rests upon contestant to prove the charge of undue influence. This cannot be done by the establishment, alone, of a fiduciary relation existing'between the testator and the beneficiaries. The mere fact that beneficiaries in a will may stand in a fiduciary relation to the testator does not put upon them the burden of showing an absence of fraud and' undue influence, where there was no evidence tending to show that they were in any way instrumental in procuring the execution of the will. (Lloyd v. Rush, supra; Bauchens v. Davis, 229 Ill. 557.) “Undue influence that will avoid a will must be directly connected with the execution of the instrument and be operating when the will is made. (Wickes v. Walden, 228 Ill. 56.) It must be influence specially directed toward procuring the will in favor of particular parties, and be such as to destroy the freedom of the testator’s will and render the instrument obviously more the offspring of the will of others than of his own.” (Snell v. Weldon, 239 Ill. 279; Lloyd v. Rush, supra; Bowles v. Bryan, 254 Ill. 148.) The question presented on a motion to withdraw an issue from the jury, as in this case, is whether there is any evidence fairly tending to prove the issues involved. Yess v. Yess, 255 Ill. 414.

The evidence of the contestants shows that the testator made his home with one of his sons, Raymond, after the death of his wife, which occurred prior to 1900. He had a room up-stairs, which he had himself furnished. Adin McCune, a son of Mary A. McCune, testified to visits paid by him to the testator at the home of the son, Raymond; that the testator would close the door to his room while the witness was there; that he complained that since his wife died “the place did not seem like home;” that Raymond and his wife acted as though they didn’t want him there; that witness had seen acts of disrespect, which he describes as indicating that the testator lived in fear of his children; that testator frequently cried when talking to him of family affairs, especially when talking of his deceased wife. Witness does not give the dates of these conversations or visits, though it appears from his testimony that a part of the incidents testified to occurred during the year in which the will was made.

Richard A. Morley, husband of a deceased daughter of testator, testified to various conversations with the testator and with Raymond. The evidence of conversations with said son was objected to on the ground that the statement of one heir could not bind the rest of the, heirs. On statement of counsel for contestants that it would be shown that the other two sons made substantially the same statement and were cognizant of the statement made by Raymond, the court permitted the evidence to go in, with the ruling that it would be stricken if not connected up. Morley, on the same statement of counsel and ruling of the court, testified that on one occasion shortly after the death of the testator’s wife, Raymond asked witness to request his (witness’) wife to urge the testator to move in with him (Raymond) ; that it would not do to> have complainant move in with testator, and he asked that a conference be arranged with the testator to that end. Witness also testified to a conversation at this conference between Raymond and the testator in which the former urged his father to make his home with him, saying complainant had too many children and that if he moved in with her it would end in trouble. Witness, testified to a conversation with Raymond the following day in which he said: “It is to our interest to keep Minn [complainant] out of there; with Walt on the farm and Minn in the house here there won’t be anything left for the rest of us.” Witness also testified to conversations with the sons Raymond and Walter, in which they declared that their sister had received all that she was entitled to, and more, too, from her father, and that Walter told his father so. Witness also testifies to a conversation with Raymond in August, 1902, about a month before the making of ■ the will in question, when the latter was complaining about complainant having received her mother’s watch, in which conversation he said: “She is welcome to it, but I will see to it that it is the last thing,—the last article of mother’s,— she ever gets from him, and she will never get another dollar of our father’s estate.” Witness also testified tha°t the testator appeared nervous when discussing his family affairs and at times showed fear of his sons and at times an unfriendly attitude toward them. On withdrawing the issue of undue influence from the jury the chancellor, on motion of proponents, struck from the record this testimony on the ground that there was no evidence connecting the other sons with such statements or the purpose evidenced thereby, as counsel for the contestants had stated would be done, and on the further ground the statements of one are not admissible as binding on the others without being so connected up. This ruling is assigned as error.

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Bluebook (online)
123 N.E. 317, 288 Ill. 188, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mccune-v-reynolds-ill-1919.