Powell v. Weld

101 N.E.2d 581, 410 Ill. 198, 1951 Ill. LEXIS 422
CourtIllinois Supreme Court
DecidedSeptember 21, 1951
Docket31957
StatusPublished
Cited by10 cases

This text of 101 N.E.2d 581 (Powell v. Weld) 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
Powell v. Weld, 101 N.E.2d 581, 410 Ill. 198, 1951 Ill. LEXIS 422 (Ill. 1951).

Opinion

Mr. Justice Maxwell

delivered the opinion of the court:

This is an action brought in the circuit court of Winnebago County by the heirs-at-law of Grace M. Weld, deceased, contesting the will of said deceased. The defendant, Mary A. Weld, is sole beneficiary under the will and is made a party defendant as executrix of the will as well as in her individual capacity.

The complaint contained two counts. The first alleged that testatrix was of unsound mind at the time of execution of the will and the second alleged that a fiduciary relationship existed between testatrix and Mary A. Weld and charged undue influence on the part of the defendant.

The cause was heard by a jury which found that said instrument was the last will and testament of Grace M. Weld. Appellants’ motion for new trial was overruled and a decree was entered on the verdict. A freehold being involved, appeal was taken directly to this court.

Grace M. Weld died July 19, 1949, leaving appellants, her cousins, her only heirs-at-law. Some twenty-five years before her death Grace Weld married Ered Weld and they lived together as husband and wife until March 7, 1949, when Fred Weld was taken to a hospital, where he died on March 17, 1949. Mary A. Weld, the defendant, is a sister of Fred Weld. She visited and associated closely with Fred and Grace Weld during their married life, and after the death of Fred Weld she continued as a close friend and companion of Grace Weld. Grace Weld was about 70 years of age and shortly after her husband’s hospitalization, upon recommendation of her physician, she was sent to Wilgus Sanitarium in Rockford, for rest and care. She remained there until April 13, 1949, when she was discharged. While she was at Wilgus Sanitarium her condition was diagnosed as simple melancholia or simple depression. It appears that she was much concerned over the condition of her husband, and after his death she was quite depressed and melancholy.

During her stay at Wilgus Sanitarium, testatrix was out repeatedly on trips and excursions with Mary Weld. Some days she was away all day. On one such occasion they were talking with a neighbor, Brainerd Trigg, about Fred’s death and Grace Weld brought up the subject of wills, stating that she did not have one but wanted one. Trigg advised her to consult an attorney. Grace asked Trigg to suggest an attorney. Several were mentioned, including William E. Collins. Shortly thereafter, on or about March 23, Collins received a telephone call and engaged in a conversation with both Grace and Mary Weld. Grace Weld advised him that she wanted Mary Weld to act as administratrix of her late husband’s estate and also that she wanted him to prepare a will for her leaving everything to Mary Weld. On that occasion Mary Weld did not talk to Collins about Grace Weld’s will, but their conversation was about what papers had to be signed in Fred’s estate. Arrangements were made then for Collins to meet Grace and Mary at Mary’s home on Sunday, March 27. Collins prepared the necessary petition and other papers to have Mary appointed administratrix of Fred’s estate and also the will for Grace Weld. On March 27 he went to the home of Mary Weld, and the will in question was properly executed.

The plaintiffs rely for reversal upon rulings of the trial court in permitting plaintiffs’ witnesses to answer certain questions on cross-examination and in refusing to give one of plaintiffs’ instructions.

Three of the questions asked plaintiffs’ witnesses on cross-examination touching upon testatrix’s mental capacity and which they were permitted to answer over plaintiffs’ objection were in substance as follows:

"Did she have the capacity to know what her property was or consisted of ?”

“Did she have the capacity to know who the natural objects of her bounty were?”

“Did she have the capacity to know who her relatives were ?”

Plaintiffs objected to these questions on the ground that they called for conclusions of the witness, usurped the functions of the jury and that to permit them to be asked and answered on cross-examination was prejudicial error.

The problem involved in a jury’s determination of soundness or unsoundness of mind is well stated in Speirer v. Curtis, 312 Ill. 152, where it was pointed out that the phrase “sound mind and memory,” when applied as a test to determine testamentary capacity, does not mean absolute soundness and mental capacity but means that degree of mental power and vigor which a testator should possess in order to be able to dispose of his property by will. Opinions of witnesses as to sound mind and memory, ability to transact ordinary business, ability to know relatives, ability to know the nature and extent of property, and the like, are all conclusions of fact which are admissible to enable the jury, under proper instructions as to sound mind and memory, to determine whether the testator had mental capacity to execute his will.

The questions objected to by plaintiffs were asked of six witnesses. Three of these, namely, Dr. August Magnelia, Dr. Carl Hamann and Dr. Egbert W. Eell testified on direct examination as expert witnesses and either stated directly that they were of the opinion that testatrix was of unsound mind or that they ha.d diagnosed her condition as a mental condition called melancholia or depression. The other three were lay witnesses. Two of these, namely, John Gilroy and Marian Nell, had testified on direct examination that they were of the opinion that testatrix was of unsound mind. Elsie Waggoner, the other lay witness, answered the questions on cross-examination favorably to the plaintiffs and her answers therefore could not have been prejudicial to plaintiffs.

The questions asked in this case are not essentially different from those approved by this court in the case of Voodry v. Trustees of University of Illinois, 251 Ill. 48, wherein we held that it was not error to permit witnesses on cross-examination to give their opinions as to whether or not testatrix “had mind enough to know what property she had, or who her relatives were.” As there pointed out, it is from the testimony of witnesses who gave their opinion that testatrix was or was not of unsound mind and that she did or did not have the capacity to know what her property was or consisted of, and who her relatives, the natural objects of her bounty, were, that the jury was able to determine whether or nob she was of sufficient mentality to execute a last will and testament.

It is well settled that, after laying proper foundation, a witness may give an opinion as to soundness or unsoundness of mind of the testator. (Hunt v. Vermilion County Children’s Home, 381 Ill. 29.) Plaintiffs’ witnesses gave such opinions upon direct examination, and it was upon cross-examination of these witnesses that the foregoing questions were asked. Where witnesses have expressed opinions as to soundness or unsoundness of mind of the testator, questions similar to those propounded by defendant herein are proper on cross-examination.

In the case of Baddeley v. Watkins, 293 Ill. 394, relied on by plaintiffs, the questions were propounded on direct examination to witnesses for the proponent of the will and they were permitted to answer.

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Bluebook (online)
101 N.E.2d 581, 410 Ill. 198, 1951 Ill. LEXIS 422, Counsel Stack Legal Research, https://law.counselstack.com/opinion/powell-v-weld-ill-1951.