Shanahan v. Bowen

375 N.E.2d 508, 59 Ill. App. 3d 269, 16 Ill. Dec. 635, 1978 Ill. App. LEXIS 2473
CourtAppellate Court of Illinois
DecidedApril 19, 1978
DocketNo. 77-143
StatusPublished
Cited by4 cases

This text of 375 N.E.2d 508 (Shanahan v. Bowen) 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
Shanahan v. Bowen, 375 N.E.2d 508, 59 Ill. App. 3d 269, 16 Ill. Dec. 635, 1978 Ill. App. LEXIS 2473 (Ill. Ct. App. 1978).

Opinion

Mr. PRESIDING JUSTICE STENGEL

delivered the opinion of the court:

Gerald Shanahan, executor of the estate of his mother, Mary Catherine Shanahan, brought a citation proceeding against Mary T. Bowen, granddaughter of the decedent, to recover $12,570 which the estate claimed she owed decedent. The Circuit Court of Will County denied the citation, finding the executor failed to prove by a preponderance of the evidence any indebtedness owing from respondent to the decedent. On appeal the estate challenges the competency of respondent’s witnesses and the standard of proof used to determine the sufficiency of the evidence.

Mary Catherine Shanahan died March 24,1975, leaving as her only heirs at law a daughter and two sons. Decedent had executed a will on May 28, 1974, in which she left her estate 25% to each of her three children and 25% to be divided among three great-grandchildren. No provision was made in the will for decedent’s granddaughter, Mary Bowen, the respondent herein. Decedent’s will was admitted to probate and her son Gerald appointed executor. Included in the executor’s inventory was an account receivable from Mary Bowen in the amount of $12,570. A citation was served, and on January 9, 1976, Mrs. Bowen appeared without counsel before Judge Emil Di Lorenzo. After Mrs. Bowen was examined as an adverse witness, the trial judge advised her to seek legal assistance and continued the cause. A second hearing commenced on March 12, 1976, with Judge Di Lorenzo presiding. The judge stated that this would be a new hearing from the beginning and then removed himself from the case, being replaced by Judge Michael Orenic who presided throughout the remainder of the hearing.

The executor presented two witnesses. Mrs. Bowen was again called as an adverse witness under section 60 of the Civil Practice Act (Ill. Rev. Stat. 1975, ch. 110, par. 60), and testified that she received a $15,000 loan from decedent in 1973. She and her husband were buying a house in Lockport, and the money received from decedent was used as partial consideration for that purchase. She further stated that she made irregular payments to the decedent until June 1974. The executor presented two exhibits, one a letter to Mrs. Bowen from the estate’s attorney asking her to verify the *12,570 debt to decedent and asking about a receipt she had signed for *3,000, and the other, her responding letter in which she stated that her grandmother had given her *3,000 for an escrow payment, and, “The only note I signed was for *15,000, this is what she wanted me to pay back.” Edmund I. O’Connor, the attorney who drafted decedent’s will, was the estate’s second witness, and he testified that decedent told him in the spring of 1974, that she loaned her granddaughter *15,000 which was to be repaid in monthly installments, and that the payments were not being made promptly.

Mrs. Bowen called two witnesses: her mother Marian Noonan, and her 16-year-old son, Vincent Bowen. The executor objected to the competency of both witnesses under section 2 of the Evidence Act (Ill. Rev. Stat. 1975, ch. 51, par. 2) because both were legatees under the will. The objections were overruled, and Marian Noonan testified she visited her mother in the hospital in May or June, 1974, and her mother told her that Mrs. Bowen had never signed any paper for the money, but said “It was all right because she didn’t really want her to pay anything.” The witness stated that decedent reaffirmed this position regarding the money on numerous occasions after leaving the hospital. Vincent Bowen testified that two days before decedent’s final hospitalization in March 1975, she told him if anything happened to her, “My ma wouldn’t have to pay any more money.”

Mrs. Bowen testified on her own behalf, and objection was made that her testimony was exceeding the scope of adverse examination and going into matters to which she was incompetent to testify under section 2 (Ill. Rev. Stat. 1975, ch. 51, par. 2). The objection was overruled, and Mrs. Bowen testified that her grandmother had lived with her and been cared for by her for almost 35 years. She admitted receiving *15,000 from decedent and making some monthly repayments, but claimed decedent had told her in June, 1974, that she no longer needed money and did not expect to receive any more. Mrs. Bowen denied ever signing a note of indebtedness to decedent and explained her reference to such a note in her letter to the estate’s attorney by saying she was referring to the papers signed at the closing on the house. Also admitted into evidence was a letter from the attorney for the estate stating that no note evincing respondent’s alleged indebtedness was in his possession. The trial court ruled that the executor failed to prove- by a preponderance of the evidence that a debt was owing to the estate by Mrs. Bowen and dismissed the citation.

It should be initially noted that our decision in this case is based solely upon evidence introduced before Judge Orenic at the March 12 hearing. The executor urges us to consider Mrs. Bowen’s somewhat inconsistent testimony at the first proceeding as well, but we shall not because the executor did not object to Judge Di Lorenzo’s decision to disregard the first hearing and also because it is clear that Judge Orenic did not consider testimony adduced at the earlier hearing in making his judgment in the case.

The executor’s first contention is that Mrs. Bowen’s witnesses, Marian Noonan and Vincent Bowen, were directly interested in this proceeding and thus were incompetent to testify. Section 2 of the Evidence Act provides:

“In the trial of any civil action in which any party sues or defends as the representative of a deceased or incompetent person, no adverse party or person directly interested in the action shall be allowed to testify on his own behalf to any conversation with the deceased or incompetent person or to any event which took place in the presence of the deceased or incompetent person, * * (Ill. Rev. Stat. 1975, ch. 51, par. 2.)

Although both witnesses, being legatees under the will, did have a direct pecuniary interest in the outcome of this action, their testimony was in fact adverse to their interests. Under the will, Marian Noonan was to receive 25% of the total estate and Vincent Bowen was to receive one-third of 25% of the total estate. If the *12,570 allegedly owing from Mrs. Bowen to decedent was included as an asset of the estate, the amount of each share would increase proportionately. The witnesses, however, testified in support of Mrs. Bowen’s position that the debt should not be included in the estate. Their testimony being adverse to their own pecuniary interests, the witnesses were competent to testify as to conversations they had with decedent. Neish v. Gannon (1902), 198 Ill. 219, 64 N.E. 1000; Eagleton v. Barnett (2d Dist. 1918), 210 Ill. App. 452.

The executor argues that the witnesses’ testimony was not really adverse to their interest if the witnesses’ interest in assisting their “family unit” is considered. In essence, petitioner suggests that Marian Noonan’s primary interest was in aiding her daughter, and that Vincent Bowen’s primary interest was in aiding his mother. While we agree that these “family interests” may have some effect on the witnesses’ testimony, we do not believe they are so certain, direct and immediate as to render the witnesses incompetent. The witnesses’ interest in aiding their close relative goes to the question of the witnesses’ credibility, but not to their competency.

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In Re Estate of Shanahan
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Cite This Page — Counsel Stack

Bluebook (online)
375 N.E.2d 508, 59 Ill. App. 3d 269, 16 Ill. Dec. 635, 1978 Ill. App. LEXIS 2473, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shanahan-v-bowen-illappct-1978.