Turnbull v. Butterfield

136 N.E. 663, 304 Ill. 454
CourtIllinois Supreme Court
DecidedOctober 21, 1922
DocketNo. 14242
StatusPublished
Cited by11 cases

This text of 136 N.E. 663 (Turnbull v. Butterfield) 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
Turnbull v. Butterfield, 136 N.E. 663, 304 Ill. 454 (Ill. 1922).

Opinion

Mr. Justice Stone

delivered the opinion of the court:

Appellees, Lulu Turnbull and Ethel Burlend, filed their bill in the circuit court of Pike county to set aside the will of their mother, Lydia A. Butterfield, on the ground of testamentary incapacity and undue influence of appellant, Arthur W. Butterfield, brother of appellees. Appellant and other beneficiaries under the will were made parties defendant. A verdict was returned and a decree entered thereon setting aside the will. This appeal followed.

The property of the testatrix consisted of real estate, household furniture and personal effects. By her will she devised to the appellant, her son, a farm of 175 acres and a house and lot in the village of Griggsville, of a total value of approximately $27,000, and to appellees, her two daughters, each an undivided half interest in a farm of 145 acres, of the value of approximately $11,000. Personal effects, household furniture, etc., were divided among the two daughters and a grand-daughter. The undisputed evidence in the record shows that the farm lands described in the will of the testatrix were acquired during the lifetime of her husband, Henry W. Butterfield, and that the title stood in his name until a short time before his death, when he transferred it to her. A few years prior to his death, in 1915, he and testatrix moved to. Griggsville. The appellant, their son, remained on the home farm. It appears that in stocking up the farm the son went into debt to the extent of approximately $10,000; that his father, and later the testatrix, became surety on his notes; that these were outstanding when the testatrix died and were filed as a claim against her estate. It appears, also, that appellant paid off a mortgage on the farm during his tenancy. There appears to have been no friction or ill-feeling of any character among the members of the family during the life of the testatrix. The will was executed on February 17, 1919. The testatrix was seventy-five years of age at that time. She lived nearly a year thereafter. She appears to have been an educated woman,—was a college graduate and in the earlier years of her life had taught in the public schools of Pittsfield, Illinois, and was considered a good business woman. There was no evidence of undue influence, and that issue was withdrawn from the jury before they retired to consider the case. The issue of testamentary capacity was sharply contested, proponent having offered the testimony of seventeen witnesses and contestants twenty-nine on that issue, practically all of whom gave opinions touching the soundness of mind of the testatrix during the years 1918 and 1919, basing their opinions upon varying degrees of intimacy or opportunity to observe. For most part the testimony of witnesses on both sides showed that they had definite opinions touching the testamentary capacity of the testatrix.

It has always been the rule that where the evidence is sharply conflicting it is necessary that the jury be properly instructed. Appellant complains of the fifth, sixth, ninth, twelfth and thirteenth instructions given on behalf of the contestants. The fifth instruction told the jury that contestants, (appellees,) together with the proponent, (appellant,) were the lawful heirs of the testatrix and that without a will her property would descend to such heirs in equal parts, and that if the jury believed that at the time of the execution of the alleged will the testatrix was feeble in body and mind from sickness, old age or otherwise, and that she attempted to dispose of her property in a manner different from that which it would be disposed of at law, and that she was of unsound mind and incapable of clearly apprehending, knowing and understanding the business in which she was engaged, the nature and extent of her property or intelligently disposing of the same, the verdict of the jury should be that the alleged will was not the last will and testament of the testatrix. This instruction is not well drawn and should not have been given.

The sixth instruction told the jury that in determining the mental capacity of the testatrix they should take into consideration, with the other evidence in the case, the condition of her estate, the source of her title, extent and character of her property, her heirs and her relation to them, also the fact that she made an unequal disposition of her estate, her age and condition of health and the circumstances under which the will was made, and after considering all such testimony determine whether or not she was capable of intelligently and rationally disposing of her estate by will. This instruction was erroneous. The question as to where her estate came from had nothing to do with the matter of her testamentary capacity, and the instruction on this point was evidently offered for the purpose of calling to the minds of the jurors the fact that this property had been deeded to the testatrix by her husband, the father of the parties to this proceeding, thereby emphasizing a matter with which the jury had nothing to do,—that is, the question of the fairness of the distribution of the property under her will.

The ninth instruction is as follows:

“The court instructs the jury that in determining the question of mental capacity in this case you have a right to take into consideration, together with all the other evidence in the case, the fact that said Lydia A. Butterfield made an unequal division of her estate and discriminated against the contestants, Lulu Turnbull and Ethel Burlend, and in favor of the proponent, Arthur W. Butterfield.”

The twelfth instruction was a re-statement of the two propositions contained in instructions 6 and 9 referred to, stating that the jury were to take such facts into consideration, together with all the other evidence, in determining the mental capacity of the testatrix. The giving of these instructions was prejudicial error. The average juror could draw but one inference from them. The jury were told that the children were equal heirs, and that they were to consider the fact that the testatrix received this property from the father of the children. They were also told that the children had been discriminated against by an unequal division of the property. To consider this was clearly outside the province of the jury. Even though the question of discrimination against the appellant was a matter proper to be given to the jury, it was clearly error for the court to assume that appellees had been discriminated against. An unequal division of property is not necessarily a discrimination. There may be many reasons why property should not be divided equally among the heirs of the maker of a will. In fact, circumstances frequently arise where to divide property equally among one’s children would be a discrimination by reason of the relation of the parties or facts and circumstances occurring during the lifetime of the testator. In any event,' it is error to say that an unequal division of property by will is a discrimination, in the sense in which that term would be understood by the average juror. That is not a matter with which the jury have anything to do. It is not an issue before them. These instructions gave the jury permission to consider the unequal distribution of the property and to adjust the inequalities of the will. They were told that these children were all three the heirs of both the father and mother, and the jury were given the right to say that the property should have been equally divided.

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Bluebook (online)
136 N.E. 663, 304 Ill. 454, Counsel Stack Legal Research, https://law.counselstack.com/opinion/turnbull-v-butterfield-ill-1922.