Peters v. Catt

154 N.E.2d 280, 15 Ill. 2d 255, 1958 Ill. LEXIS 406
CourtIllinois Supreme Court
DecidedNovember 26, 1958
Docket34868
StatusPublished
Cited by33 cases

This text of 154 N.E.2d 280 (Peters v. Catt) 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
Peters v. Catt, 154 N.E.2d 280, 15 Ill. 2d 255, 1958 Ill. LEXIS 406 (Ill. 1958).

Opinion

Mr. Justice Davis

delivered the opinion of the court:

The circuit court of Jersey County directed a verdict at the close of plaintiffs’ case in a will contest and entered judgment that the instrument offered in evidence is the last will and testament of John Catt, deceased. A freehold being involved, plaintiffs appealed directly to this court.

The deceased, 82 years of age, died on October 16, 1956, leaving as his heirs-at-law, two brothers, James Catt and Frank Catt, a sister, Harriet Windsor, and eleven nephews and nieces, grandnephews and grandnieces, all being either children or grandchildren of Mamie Peters, a deceased half, sister. John Catt executed the instrument purporting to be his will on March 18, 1956, and it was admitted to probate on November 17, 1956. It left his entire estate, inventoried at about $82,000, to his brothers and his sister, equally, and named his brothers as executors. Thereafter, ten of the other heirs brought this suit to contest the will, joining the beneficiaries, executors and the one remaining heir, as defendants. The complaint alleged the lack of testamentary capacity of John Catt, and the exercise of fraudulent practices by James and Frank Catt and that, in executing the will, John Catt was under improper restraint and undue influence of James and Frank Cat t.

The evidence established that John Catt lived with his brother Henry, who is likewise now deceased, until May, 1955, when he entered the Pauline Stark Nursing Home. He was then over 80, and had suffered a stroke, which left him unable to write, and he was also suffering from arteriosclerotic changes. Sometime after March 12, 1956, James Catt called Judge John Self, and asked him to prepare a will for John Catt just like that of his brother Henry. Judge Self, without consultation with John Catt, obtained a copy of Henry’s will, and drafted the purported will. On the following Sunday, Judge Self asked Rodney Jacoby to be a witness to the will and took him to the nursing home. Upon arrival at the nursing home, Judge Self handed the will to James Catt, who read part of it aloud, and Judge Self read the remainder. Both James and Frank Catt were then present. When asked if the will was the way he wanted it, John Catt nodded his head affirmatively. He was then supported in his bed by Judge Self and Jacoby as he made a mark on the will, and they witnessed the mark and the execution of the will.

After John Catt went to the nursing home, James signed checks for him, both James and Frank Catt entered his safe deposit box, and Frank’s daughter, Edith Catt, made out checks for him, took bank statements to him at the nursing home and went over his affairs with him.

On the issue of lack of testamentary capacity, plaintiffs produced three lay witnesses. The first, Nancy Peters, the mother of seven of the plaintiffs, testified that while she had known John Catt all her life, she had not seen him for two or three years; that she visited him at the nursing home on March 14 or 15, 1956; that he was in bed and knew her, but “he never acted like he knew me;” and that she kept talking to him yet he didn’t speak or answer her. She then testified, without objection, that she was of the opinion that on March 14 or 15, 1956, John Catt “didn’t have no sound mind at that time.”

Nettie Henrion then testified that she visited John Catt with her sister, Nancy Peters, on March 14 or 15, 1956; that he was in bed and did not know her; and that she talked to him but he didn’t speak to them or say anything. This witness had not seen him for four or five years, and she could not say that he ever called her by name, even though she had lived across the field from him a number of years. In response to a question concerning her opinion as to the condition of the mind of John Catt on March 14 or 15, 1956, she stated: “No, I don’t think he had any sound mind or memory. I don’t think he knew anything.”

Ernest Palmer testified that he had known John Catt since about 1905; that in late years John did not carry on a normal conversation; that his memory did not seem to be very good; and that he kept repeating himself. This witness had not seen him since he went to the nursing home in 1955. However, he was permitted to testify, without objection, that he had an opinion concerning whether John Catt was of sound mind and memory and he stated: “I don’t think he was of what you would call right sound mind.” Plaintiffs contend that this evidence established a prima facie case on the question of lack of testamentary capacity. Defendants deny such assertion.

The legal principles under which this case must be decided are well settled. A motion for directed verdict in a will contest action on the ground that there is no evidence in the record tending to prove the allegations of the complaint is governed by the same rules which apply to actions at law, and if there is no such evidence, the motion should be allowed. (Metzger v. Mowe, 8 Ill.2d 274; Shevlin v. Jackson, 5 Ill.2d 43; Johnson v. Bennett, 395 Ill. 389.) The contestants are entitled to the benefit of all the evidence considered in its aspects most favorable to them, together with all reasonable inferences to be drawn therefrom, and the only question on review is whether there is any evidence tending to prove the allegations in the complaint. (Mitchell v. Van Scoyk, 1 Ill.2d 160; Johnson v. Bennett, 395 Ill. 389; Tidholm v. Tidholm, 391 Ill. 19.) Neither the trial court, nor this court may weigh the evidence on a motion for directed verdict. (Mitchell v. Van Scoyk, 1 Ill.2d 160.) But if no evidence is introduced tending to- prove the allegations of the complaint, or if but a bare scintilla of evidence has been adduced, the court should grant a motion for a directed verdict. Johnson v. Bennett, 395 Ill. 389; Ginsberg v. Ginsberg, 361 Ill. 499.

With these principles in mind, we have first examined the record with reference to the allegation of lack of testamentary capacity. The law requires that a testator, when making a will, must have sufficient mental capacity to know the natural objects of his bounty, to comprehend the kind and character of his property, to understand the particular business in which he is engaged, and to make disposition of his property according to some plan formed in his mind. However, he does not have to be absolutely of sound mind in every respect in order to have sufficient mental capacity to make a will. (Butler v. O'Brien, 8 Ill.2d 203; Lewis v. Deamude, 376 Ill. 219; Quathamer v. Schoon, 370 Ill. 606; Miles v. Long, 342 Ill. 589.) While a nonexpert can give his opinion as to the mental condition of the testator for a reasonable time before or after making the will, he must first testify to sufficient incidents, facts and circumstances to indicate his opinion is not a guess, suspicion or speculation. Until he has related facts and circumstances which afford a reasonable ground for determining the soundness or unsoundness of the testator’s mind, his opinion is of no value and should not be admitted in evidence. Butler v. O’Brien, 8 Ill.2d 203; Lewis v. Deamude, 376 Ill.219; Ginsberg v. Ginsberg, 361 Ill. 499; Brainard v. Brainard, 259 Ill. 613.

By the foregoing standard, the testimony of Nettie Henrion and Ernest Palmer is without foundation. The sole basis of Nettie Henrion’s opinion is that John Catt did not know her and would not carry on a conversation with her.

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Bluebook (online)
154 N.E.2d 280, 15 Ill. 2d 255, 1958 Ill. LEXIS 406, Counsel Stack Legal Research, https://law.counselstack.com/opinion/peters-v-catt-ill-1958.