Shepherd v. Yokum

154 N.E. 156, 323 Ill. 328
CourtIllinois Supreme Court
DecidedOctober 28, 1926
DocketNo. 17501. Order affirmed.
StatusPublished
Cited by24 cases

This text of 154 N.E. 156 (Shepherd v. Yokum) 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
Shepherd v. Yokum, 154 N.E. 156, 323 Ill. 328 (Ill. 1926).

Opinion

Mr. Justice Farmer

delivered the opinion of the court:

William Nelson McClintock died at his home in Cook county on December 4, 1924, leaving what purported to be a last will and testament. A petition to probate such will was filed in the probate court of that county and upon a hearing probate was refused. An appeal was taken from that order to the circuit court of Cook county, and upon a hearing in that court the will was admitted to probate. The heirs of deceased and his fiancee have prosecuted an appeal to this court.

The testator, called throughout the record “Billy” Mc-Clintock, lived in Kenilworth, Illinois. At the time of his death he left surviving him no parent, brother or sister but did leave ten cousins, seven of whom were half-cousins, as his only heirs-at-law. His estate is valued at about one million dollars. He was twenty-one years of age on April 3, 1924, the day the will was executed. The home where he resided was owned by him but controlled by appellee, William D. Shepherd, and his wife, who employed the servants and stood in the relation of foster parents to McClintock. Appellee is a practicing attorney, with offices in the First National Bank building, in Chicago. McClintock was a student in an eastern college. On the morning of his twenty-first birthday he was served with breakfast in his room. Shortfy after, Shepherd and his wife, accompanied by a minister of the church which Shepherd attended, came to the room and engaged in a religious ceremony, including* the offering of prayer. Later in the day the testator prepared to leave his home and return to college. Before leaving the house he called two maids who were employed there into the drawing room and upon his request they attested his will. Shepherd and his wife were not in the drawing room at the time but stood in the adjoining hall, with the door open between the two rooms. Upon McClintock’s death the will was offered for probate by Shepherd, who was named in the will as executor. Under its provisions an annuity of $8000 was bequeathed to Isabelle Pope, named by the testator as his “affianced wife.” The manner of making the payments of this bequest was left to the discretion of the executor. The remainder of the estate was willed and bequeathed to appellee, who is denominated by the testator in his will as “my foster father.” The clause making the bequest is in part as follows: “I make this bequest for the benefit of my foster parents as a token of my love and affection for them and as a mark of appreciation of the years of care that they have given me, during which time they have in all manners been all that parents could be to me. I do not make a special bequest to my beloved foster mother, Julie M. Shepherd, knowing full well that through this bequest she will obtain all the benefits thereof without the worry and care incident to possession of the property itself.” When the will wás offered for probate it was enclosed in a cover such as is frequently used by attorneys, and this cover bore the name and office address of appellee.

It is the contention of appellants, whom we shall call contestants, that a fiduciary relationship existed between Shepherd and the testator, in which Shepherd was the dominant party; that Shepherd prepared the will, was present at its execution and is the chief beneficiary under its provisions; "that these facts and circumstances, entirely elicited from an examination of the subscribing witnesses, raise a presumption of undue influence on the part of appellee in procuring the execution of the will, and that it was not entitled to probate. Appellee insists that under the statutes of this State pertaining to the probate of wills the subject of undue influence is not a pertinent one to the inquiry, and that the only method of raising that issue is by bill in chancery to contest the will; • that whatever may be the law in this regard, the record in the case does not present facts from which a presumption of undue influence can arise, and that even though the facts were sufficient to raise such a presumption, still that presumption was rebutted and overcome by the competent evidence in the case.

Counsel for contestants have quite succinctly presented the question here involved, as follows: If the evidence offered by the proponent of a will in its support raises the presumption that the will was executed as a result of undue influence, and if such presumption is not overcome by other evidence offered by the proponent as authorized under section 13 of the Wills act, do such facts justify the court in refusing to probate the will, or must the court permit the will to be probated in the face of such showing ? The probate court of Cook county held that on the proof of such facts probate should be refused, while the circuit court held that probate should be allowed. It is therefore a matter of first importance to determine whether or not undue influence is a pertinent matter for the consideration of a court upon an application to probate a will. It is obvious that if it is not a cognizable question in such a proceeding the order of the circuit court allowing probate was correct, for the only ground urged against admitting the will to probate is that it was the product of undue influence of appellee.

Section 1 of the Wills act gives to every male person of the age' of twenty-one years, and every female person of the age of eighteen years, who are of sound mind and memory, the power to make a will. Section 2 provides that "all wills, testaments and codicils * * * shall be reduced to writing, and signed by the testator or testatrix, * * * attested in the presence of the testator or testatrix, by two or more credible witnesses, two of whom, declaring an oath or affirmation, before the county court of the proper county, that they were present and saw the testator or testatrix sign said will, testament or codicil, in their presence, or acknowledged the same to be his or her act and deed, and that they believed the testator or testatrix to be of sound mind and memory at the time of signing or acknowledging the same, shall be sufficient proof of the execution of said will, testament or codicil, to admit the same to record: Provided, that no proof of fraud, forgery, compulsion or other improper conduct be exhibited, which, in the opinion of said county court, shall be deemed sufficient to invalidate or destroy the same.”

The probate of wills is governed entirely by the statute, and when the statutory requirements are complied with, no others can be prescribed. (Thornton v. Herndon, 314 Ill. 360; Buerger v. Buerger, 317 id. 401.) In this case it is admitted that the testator was twenty-one years old at the time he executed the will, and it is not denied that every requirement of section 2 of the Wills act preceding the proviso has been complied with. The writing was signed by the testator and attested in his presence by two credible witnesses, who on their oaths testified that they were present and saw the testator sign the will, and that they believed him to be at such time of sound mind and memory. Such proof must be deemed sufficient to admit the will to probate unless the language of the proviso of section 2 authorizes a consideration of the question of undue influence. When a will is offered for probate in the probate court the only testimony to be heard in that court as to the due execution of the will and the competency of the testator to execute it is that of the attesting witnesses. (Oliver v. Oliver, 313 Ill.

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Bluebook (online)
154 N.E. 156, 323 Ill. 328, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shepherd-v-yokum-ill-1926.