Trojcak v. Hafliger

288 N.E.2d 82, 7 Ill. App. 3d 495, 1972 Ill. App. LEXIS 2301
CourtAppellate Court of Illinois
DecidedAugust 10, 1972
Docket71-30
StatusPublished
Cited by7 cases

This text of 288 N.E.2d 82 (Trojcak v. Hafliger) 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
Trojcak v. Hafliger, 288 N.E.2d 82, 7 Ill. App. 3d 495, 1972 Ill. App. LEXIS 2301 (Ill. Ct. App. 1972).

Opinion

Mr. JUSTICE CREBS

delivered the opinion of the court:

The plaintiffs, John Trojcak and Garnet Griffiths, the son and daughter, respectively, of Mary Trojcak, deceased, filed a complaint contesting the legal validity of decedent’s last will and testament. The case was tried before a jury and judgment was entered for plaintiffs and against defendants and the writing purporting to be the last will and testament of decedent was set aside and declared null and void. On appeal, defendants contend that the court erred in its rulings on the admissibility of certain evidence, that plaintiffs’ motion in limine was improperly granted, that the trial court erred in refusing to grant defendants’ post-trial motion and further erred in its instructions to the jury.

The writing in question was executed by decedent on October 3, 1962, and the decedent died on August 22, 1968. The case was presented to the jury on the sole issue of whether decedent had the requisite mental capacity to execute the will in question. Plaintiffs’ case consisted of the testimony of a number of lay witnesses who were, for the most part, lifelong friends of the testator and of one doctor who had been examining and treating decedent prior to the execution of the will, all of whom gave their opinion concerning decedent’s mental capacity. On appeal defendants have raised several issues concerning the admissibility of much of this testimony. Of prime consideration, in our view, is the contention that the court erred in allowing several witnesses to express an opinion as to whether the testator had, on the day of execution, the mental capacity to or was capable of mating a will.

Dennis Walk, a neighbor of testator who had known her for approximately 35 years and had had several occasions to see and converse with her during the summer prior to the execution of the will, was questioned concerning his opinion as to various facets of testator’s testamentary capacity, and in response thereto, gave an opinion that she was incapable of appreciating the nature and extent of her property or transacting business. He was then asked the following question:

“Tell the jury, please, whether in your opinion, Mr. Walk, on October 3, 1962, Mary Trojcak had the mental capacity or ability to understand the business she was engaged in when she attempted to make a will?”

The witness gave the following answer over defendants’ objection:

“She wouldn’t have had the ability to make a will or sign any papers of that sort.”

The next witness, Opal Neff, had known decedent for 20 years and on the basis of this association and on her observations and conversations with decedent in the summer of 1962 was questioned as to her opinion of testator’s ability to understand the nature and extent of her property and transact ordinary business. The witness felt testator did not have this ability. She was then asked the following question:

“Tell the jury please whether in your opinion on October 3, 1962, Mary Trojcak had sufficient mind and memory to understand the business she was engaged in when she attempted to or did sign a document which is claimed to be her will?”

The witness gave a negative response over objection.

Helen Hayes, another of plaintiffs’ witnesses testified that she had known decedent for approximately 40 years, had observed her during the summer of 1962 and was allowed to give her opinion, over objection, that on the date decedent executed the will she was not of sound mind and memory.

Doctor John Sharp also testified for plaintiffs. He had seen and treated testator in June, July and August of 1962 and had diagnosed her condition as cerebrosclerosis and senile grain syndrome disease which ailments in his opinion would entail a progressive loss of memory and were conditions which gradually worsened with no real hope of improvement. Based on this knowledge and association, the witness was asked the following question:

“Do you have an opinion as to whether or not on October 3, 1962, Mary Trojcak had the mental capacity to understand and comprehend the nature of the act of making a will, to decide upon executing a will, to understand and comprehend the nature and extent of her property, to contemplate her relationship to the material objects of her bounty and to recall and to retain in her mind these persons and facts for a sufficient time to form a rational plan for the distribution of her property and to be able to make a rational choice among such persons?”

He answered, over objection, as follows:

“My opinion of Mary Trojcak from June 12th, 15th, 26fh, of June, 29th of July and 18th of August and from observing her and trying to evaluate her mental condition I do not think she had an ability to make a will, take care of herself or her wordly goods, her money or whatever else she might have.”

He was then asked whether or not the decedent was, in his opinion, of sound mind and memory on October 3, 1962, the date the will was executed. It was his opinion, again given over objection, that she was not and could not have been.

None of the above witnesses were present when the will was executed and most had not seen testator for a matter of months prior to its execution. It is defendants’ position that it was error to allow the above referred to opinions to be given on the grounds that it was improper to relate their opinion to the date the will was executed inasmuch as the witnesses had not seen decedent on that day and on the further grounds that the opinions invaded the province of the jury. Plaintiff, on the other hand, claims that there is no necessity of seeing the testator on the day the will was executed in order to be able to testify as to his opinion of testator’s mental capacity. We agree with this general proposition.

It is well established that proof of the mental condition of the testator a reasonable time either before or after the execution of the will is competent and will be received when it tends to show mental condition at the time of making the will. (Mitchell v. Van Scoyk, 1 Ill.2d 160, 176.) Here the lay witnesses who testified had known the testator over a period of many years and the doctor, testifying as an expert, had seen and treated her on at least four occasions during the summer immediately preceding the execution of die will. These witnesses, in view of their association with the testator, were in an ideal position to assist the jury by giving their opinion as to the soundness of testator’s mind. They had had the opportunity to form their opinions over the course of many meetings and conversations with testator, some of which were near in point of time to the date of signing the will, and the fact that they had not seen her on the precise day on which the will was executed cannot preclude them from giving their opinion. If the testimony consisted solely of the witnesses’ opinions as to decedent’s general mental capacity, there would be no error in its reception.

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Bluebook (online)
288 N.E.2d 82, 7 Ill. App. 3d 495, 1972 Ill. App. LEXIS 2301, Counsel Stack Legal Research, https://law.counselstack.com/opinion/trojcak-v-hafliger-illappct-1972.