Munz v. Bort

138 N.E. 644, 307 Ill. 412
CourtIllinois Supreme Court
DecidedFebruary 21, 1923
DocketNo. 15025
StatusPublished

This text of 138 N.E. 644 (Munz v. Bort) 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
Munz v. Bort, 138 N.E. 644, 307 Ill. 412 (Ill. 1923).

Opinion

Mr. Justice Carter

delivered the opinion of the court:

This is a bill in chancery filed in the circuit court of Whiteside county by appellees to contest the alleged last will and testament of Augusta Bort, deceased. Appellant answered, denying the principal averments of the bill. Issues were joined and the matter submitted to a jury, which rendered a verdict finding that the writing produced in evidence was not the last will and testament of Mrs. Bort; that at the time of its execution she was not of sound mind and memory, and that she was at the time of its execution unduly influenced in relation thereto by her son, Charles G. Bort. After motion for new trial was overruled and judgment entered on the verdict this appeal was perfected.

The facts of the case are shown to be substantially as follows: Augusta Bort, a woman eighty-one years old at the time of her death, lived on her farm nine miles north of Sterling, in Whiteside county. Her husband had died some years previous, and at the time of her death she left surviving her a son, Charles G. Bort, the executor, who lived a near neighbor to the testatrix; a daughter, Hannah Louise Munz, one of the complainants herein, who with her husband for years had lived several miles from the old homestead; and a grandson, Walter E. Bort, the other complainant in this case, who was the son of John Bort, deceased, who had left home many years ago. The testimony shows that the testatrix was born in Germany, came to this country when young, learned to speak the English language but with a German accent, and used the German tongue in the family and generally in conversing with those familiar with German, also using English intelligently when talking with English-speaking people. She did not read or write English, as her education was in the German schools exclusively. In November, 1920, she made a will, and later, on March 9, 1921, she executed another will, (the one here in question,) which, other than the formal opening and closing and revocation of former wills, and the last clause appointing her son, Charles, executor without bond, is as follows:

“First — I direct my executor hereinafter named to pay all my just debts and funeral expenses as soon as may be after my death, out of my estate.
“Second — I give, devise and bequeath to my son, Charles G. Bort, (a certain described eighty acres) to him and his heirs forever.
“Third — I give, devise and bequeath to my daughter, Louise Munz, (a certain described sixty acres) to her and her heirs forever.
“Fourth — I give, devise and bequeath to my grandson, Walter Bort, son of my deceased son, John Bort, the sum of two hundred ($200) dollars.
“Fifth — I give, devise and bequeath all the rest of my property that I may own at the time of my death, to my son, Charles G. Bort, and my daughter, Louise Munz, to be divided equally between them, share and share alike, to them and their heirs forever.
“Sixth — I am now indebted to my daughter, Louise Munz, in the sum of three thousand ($3000) dollars in the form of a promissory note, and in case said note, or any portion of it, remains unpaid at the time of my death, the same is to be canceled and the whole amount considered paid in full, on account of my said daughter, Louise Munz, receiving the real estate willed to her in clause 3 of the will.”

Mrs. Bort left as a part of her estate one eighty-acre tract and one sixty-acre tract of land and personal property amounting to $100. The evidence shows that Charles G. Bort owned eighty acres of land adjoining the eighty-acre home farm of his mother, which he at various times farmed in connection with his mother’s eighty acres adjoining, living with his mother on her home farm, but after he was married, having no improvements on his own eighty acres, he moved to Sterling, and apparently lived there and arranged for running his mother’s eighty by tenants. The record shows that he was always kind and attentive to his mother; that she had confidence in him and relied on him; that her other son, John, was given his share of the estate when he left home, and the record does not disclose that he afterwards ever had anything to do with the business affairs of his mother. The evidence shows that up to 1917 the testatrix enjoyed good health and assisted materially in the conduct of the home eighty; that some time during 1917 she became afflicted with arteriosclerosis, which the evidence tends to show caused at times partial paralysis of one side; that this was followed by what her family physician testified were embolisms or blood-clots in her extremities and in the brain, and he also testified that it was a blood-clot which caused her death, March 22, 1921. The evidence shows that some time previous to March 9 she was in such condition, physically, that she frequently had to have a nurse to care for her; that a few days before March 9 she requested Mrs. Susie Jacobs, who was then nursing her, to call her son over the telephone, saying that she wished to see him on business; that Charles asked the nurse over the telephone if she thought the business was urgent, and on being told that she did not think so, he did not comply at once with his mother’s request; that a day or two later Mrs. Bort again requested the nurse to telephone him and ask him to come and see her, and in response to the second call he came to his mother’s home in a very short time; that she told him, in the presence of the nurse, that she wished to change her will and what changes she desired to make; that Charles told her he thought she would have to draw a new will, and that whatever she wanted to do would be all right so far as he was concerned. After leaving his mother’s home Charles went to the office of her attorney, A. A. Wolfersperger, at Sterling, and was told by the stenographer, Mrs. Anna Z. Bishop, that Wolfersperger had gone South for several weeks; that Charles told her his mother wanted to change her will and he wondered if it could be., done before Wolfersperger’s return, as his mother was not well and it worried her; that Mrs. Bishop replied that she thought the will would have to be re-written, and suggested that John M. Stager, Wolfersperger’s partner, be talked to, and if he said it was all right she would undertake to re-write the old will, making the changes suggested by his mother, — that is, that the will should give her grandson, Walter E. Bort, $200, and provide for canceling the $3000 note held by the daughter against the mother. Mrs. Bishop testified that either Charles Bort or Stager called her over the telephone later, but she could not tell which one, and told her to re-draft the testatrix’s will, making the changes suggested. This will was drawn on the date it bears, March 9, 1921, and the evidence shows that on that day, towards evening, Charles took Mrs. Bishop and Stager, the_ latter having another errand of a similar nature in the same neighborhood, to the home of Mrs. Bort; that all three went into her room, and that Stager, who was not acquainted with Mrs. Bort, was introduced to her, whereupon she told him she knew his father, mother and uncle and had bought the first set of dishes she had used from his uncle; that shortly after they arrived Charles left the room which his mother was occupying and did not return until after the will had been executed; that Stager and Mrs. Bishop visited for a little time, and later Mrs. Bishop produced the will she had re-drafted and read it to Mrs.

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138 N.E. 644, 307 Ill. 412, Counsel Stack Legal Research, https://law.counselstack.com/opinion/munz-v-bort-ill-1923.