McSheffrey v. Baillie

274 N.E.2d 618, 1 Ill. App. 3d 940, 1971 Ill. App. LEXIS 2022
CourtAppellate Court of Illinois
DecidedSeptember 15, 1971
DocketNo. 55181
StatusPublished
Cited by1 cases

This text of 274 N.E.2d 618 (McSheffrey v. Baillie) 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
McSheffrey v. Baillie, 274 N.E.2d 618, 1 Ill. App. 3d 940, 1971 Ill. App. LEXIS 2022 (Ill. Ct. App. 1971).

Opinion

Mr. JUSTICE BURMAN

delivered the opinion of the court:

Michael McLaughlin died intestate on October 8, 1968. Letters of administration were issued, and a declaration of heirship was entered and later amended. On February 11, 1969, two nieces and two nephews of the decedent, Margaret McSheffrey, Mary R. Baillie, Richard McCole, and Vincent McLaughlin, instituted supplemental proceedings in the probate division of the circuit court to enforce the terms of an alleged oral contract. The cause proceeded to trial; and the court, after hearing testimony and arguments of counsel, entered an order which in substance granted the relief sought by the plaintiffs in their complaint.

From this order, four heirs-at-law appeal and contend (1) that the judgment is against the manifest weight of the evidence and (2) that the judgment is contrary to law.

Due to the nature of the contentions raised, it is necessary to set forth the evidence presented at trial. Charles McCole, a nephew of the decedent and a brother of one of the parties to the alleged oral contract, testified that in September, 1968, he visited and conversed with his uncle who was in the hospital. During this conversation, his uncle stated that he was not really lonely in the hospital because the four plaintiffs herein, frequently visited, wrote or telephoned him. The decedent further said to him, “Charlie, these four people [the plaintiffs] has been very good to me and kind to me, and as I told you before that I am not going to forget these four in my will.”

The reference to “before” was to a conversation which the witness had with his uncle on Thanksgiving Day in 1966. At that time the decedent acknowledged the kindness and attention which the plaintiffs had given him: Richard McCole had done carpentry work for him; Vincent McLaughlin had visited with him and driven him to a number of places; Mary Rose Baillie had done household work and cared for personal business for him; and Margaret McSheffrey had entertained him nicely when he visited Boston. The witness then testified with regard to this conversation, “And he said, ‘If they continue to show me good times — ’ and one thing and another, ‘that I will not forget them in my will. I want to leave them each $10,000 a piece, which should be a good start,’ or something to that effect to help them out.”

Charles McCole further testified that in the period from 1965 to 1968 he had seen his brother, Richard, with his deceased uncle about 25 or 30 times. During this time he observed his brother doing repair or carpentry work in the decedent’s place of business. He often saw the decedent with Vincent McLaughlin, and in March, 1968, he saw the two of them just after Vincent had driven the decedent to visit a cemetery.

Bernard Toland, who had known the decedent as a friend since 1946, and who visited with him five or six times a year, testified with regard to a conversation which he had with the decedent on July 4, 1966, as follows:

“He said Mary Rose was so good to him she cleans his house from top to bottom, washes curtains, drapes, irons them up and makes his supper for him. “Vincent is like a chauffeur to me, he brings me to the beach, ballgames, and he brings me to Wisconsin to Dick’s home,” anywhere he wants to go. Vincent is avaffable.
# * #
He said he regretted that Margaret was so far away. “I feel so close to her, she invites me to come to Boston to her home, and when I do
go there, she shows me a great time.”
# # #
He said, “Dick, he does work for me in the tavern. He panelled the walls, tends bar, and he won’t take any money for it.”
# # #
He said to me, “His being so kind to me in the past, and if they continue to in the future, I intend to leave them 10 to $13,000 in my will when I die.”

Toland further testified that on Christmas Day, 1967, the decedent, after recounting the activities of the plaintiffs, stated, “those four I have mentioned he said being so good to me, I plan to leave 10 to $15,000 in my wiH.”

George Doherty testified that he had known the deceased since their childhood days in Ireland. He was present at Bernard Toland’s home on July 4, 1966, and overheard the decedent discussing the making of a will.

James A. Mahoney, an attorney who had known the decedent for a number of years, testified that on October 6, 1968, he drafted and prepared a wiH in accordance with instructions given by McLaughlin. This wiH was never signed because the decedent died three days before the date scheduled for the document’s execution.

It was brought out on cross-examination that prior to October 6, 1968, Mahoney had prepared two rough drafts of the will. The first draft was drawn up in September, 1968, but was revised after a conference with McLaughlin on September 27, 1968. At this meeting the decedent set forth and reviewed the basic testamentary scheme which was adopted in the final draft, and at this time he noted specifically that he had forgotten about Margaret McSheffrey’s having been so good to him when he visited Boston and about her having eight or nine children. The second draft was prepared after the conference and was presented to the decendant on October 6, 1968. On the same day, but after the presentation of the second draft, the final draft was drawn up in accordance with instructions.

The unexecuted will was admitted into evidence over objection. In it, the decedent bequeathed $6,500.00 to friends and to charity and $6,000.00 plus one tenth of the residue of the estate to each of ten named persons, including five brothers and sisters, the daughter of a deceased brother, and the four nieces and nephews who are plaintiffs herein. No evidence was introduced by the defendants.

The court found that the plaintiffs had sustained their burden of establishing the existence of an oral contract to make a will and ordered the administratrix of the estate to pay to each of the four $6,000.00 plus one-tenth of the net estate after payment of claims and the costs of administration.

The rules and guidelines which must be followed by a trial court in determining whether it is proper to grant specific performance of an oral contract to make a will, have been set forth in numerous cases. (See: Linder v. Potier, 409 Ill. 407, 100 N.E.2d 602; Yager v. Lyon, 337 Ill. 271, 169 N.E. 222.) In controversies of this type, the court must scrutinize the evidence presented (Chambers v. Appel, 392 Ill. 294, 64 N.E.2d 511), and it should enforce the alleged contract and order a distribution of the decedent’s estate different from that set forth in a validly executed will or required by the laws of descent only after the contract’s existence and terms have been proved by clear, explicit, and convincing evidence which leaves no reasonable doubt (1) that the contract was made or (2) that there was a meeting of the minds as to all of its terms. Galapeaux v. Orviller, 4 Ill.2d 422, 124 N.E.2d 321; Hickey v. Hickey, 374 Ill.

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Related

In Re Estate of Pomeroy
316 N.E.2d 231 (Appellate Court of Illinois, 1974)

Cite This Page — Counsel Stack

Bluebook (online)
274 N.E.2d 618, 1 Ill. App. 3d 940, 1971 Ill. App. LEXIS 2022, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcsheffrey-v-baillie-illappct-1971.