Valentine v. Second Baptist Church

127 N.E. 178, 293 Ill. 71
CourtIllinois Supreme Court
DecidedApril 21, 1920
DocketNo. 12586
StatusPublished
Cited by4 cases

This text of 127 N.E. 178 (Valentine v. Second Baptist Church) 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
Valentine v. Second Baptist Church, 127 N.E. 178, 293 Ill. 71 (Ill. 1920).

Opinion

Mr. Justice Duncan

delivered the opinion of the court:

Alice J. Whitney died testate at Chicago on February 8, 1916. Her estate consisted of personal property worth about $3000 and several parcels of real estate of the value of about $15,000. She executed her will on January 7, 1916, very shortly after the death of her husband. William H. Holden, an attorney at law of Chicago, was nominated by her will as executor and trustee thereunder. Holden also prepared the will. The will, or the instrument purporting to- be such will, was filed for probate in the probate court of Cook county and that court denied probate of the same. On appeal to the circuit court of Cook county that court admitted the instrument to probate as the last will and testament of the testatrix. This writ of error is prosecuted by Avis' Jennings Valentine, Charlotte Jennings and Almyra J. Carter, as heirs-at-law of the testatrix, to review the order of. that court admitting the will to probate.

Only two contentions are made by plaintiffs in error in this court: (I) That the testatrix was not of sound mind and disposing memory when she executed the. will; and (2) that the proof in the record does not show due execution of the will in accordance with our statute on wills.

We think the manifest weight of the evidence clearly shows that the testatrix was of sound mind and disposing memory at the time she executed her will. This fact was well established by the testimony of Rev. John.M. Dean, Dr. Eugene F. Daum, Matthew Hodges, S. B. Cassatt and Leon Stout. Rev. Dean is a Baptist clergyman and was engaged in evangelistic work and working with the Y. M. C. A. in the army camps when he testified. He had formerly been pastor of the Second Baptist Church of Chicago, at the corner of Jackson boulevard and Lincoln street, of which church the testatrix was a member. He had known the testatrix for many years and was present with her and her attorney and executor during the whole time the will was being prepared by the attorney at her home and was present when the will was executed and when attested by the witnesses. Dr. Daum is a physician and surgeon who had practiced his profession for eighteen years in Chicago. He knew the testatrix from the summer of 1914 until her death and had attended her professionally during that time about twenty times. He saw her twice after the death of her husband and near the time she executed the will and talked with her about her physical condition and also about books and on general topics, at which times he learned that she had some literary pretensions and mentioned the same to him. Hodges is a plumber and had known Mrs. Whitney for twenty years prior to her death, and during that time had business relations with her, saw her and visited with her freqúently, and visited her and talked with her a few days after the death of her husband, which was near the time she made her will. Cassatt is a coupon pressman, • making railroad tickets, was a neighbor of the testatrix and had known her for about two years prior to her death and saw her frequently during that time up to and on the day of her husband’s death.. These four witnesses all testified positively, in substance, that they never at any time discovered anything in the conduct or talk of Mrs. Whitney that in any way indicated that she was of unsound mind. They unhesitatingly gave it as their opinion that she was of sound mind and disposing memory, and their evidence is convincing. Stout is an attorney at law and had only met her twice,—once on January 18, when he visited her for the purpose of having her execute a petition for letters in her husband’s estate. He asked her all necessary questions regarding the names and residences of the several heirs of her husband, who appear to" have lived in different States, to enable him to properly write the petition. She gave him all the information he desired and did it in an intelligent manner.

Rev. Dean testified that previous to the day Mrs. Whit- ■ ney executed her will she had hunted up three written memoranda made by her husband in his lifetime, which disclosed the joint wish of himself and wife, and asked him to carry them to her attorney, Holden, and have him come and prepare her will. She was very anxious that her will should conform to these memoranda, which expressed the desire, of her husband as to how he and she should dispose of their property. The attorney wrote the will in clauses. There were two legacies bequeathed to charitable institutions in addition to the one bequeathed to the Second Baptist Church. There were about twelve other legacies bequeathed to private individuals. As each clause or legacy was provided for, Holden would stop and consult Mrs. Whitney to ascertain if it was written as she desired it, and when she ascertained that the legacy as written by Holden corresponded with the memoranda prepared by her husband she gave her assent to every clause just after it was written and her approval of the entire will after it had been written.

The only thing discovered by any of the above witnesses that would indicate any defect m Mrs. Whitney, bodily or mentally, was the fact that she was not very strong physically and not in good health and was suffering from paralysis of the face and throat, which made it difficult for her to articulate or speak certain words. In talking she would hesitate at such words and stammer. Her mind, according to these witnesses, was as clear as ever and she transacted business matters intelligently and with dispatch. One of the very best tests as to whether or not a testator or testatrix is competent to execute a will is the' ability or want of ability to actually transact his or her business matters intelligently and in a businesslike manner. This woman, according to the testimony, could and did converse upon any and all subjects as they were suggested in conversations with her, and she had the ability to transact business matters intelligently and in a businesslike way, and did so.

The only evidence opposed to the foregoing for the proponents of the will was that of the two' subscribing witnesses,—two women who were friends and near neighbors of the testatrix and who were called to witness the attestation of this will, no doubt, because of confidence in their friendship and their knowledge of the ability of the testatrix to make a will. These witnesses testified very positively that the'testatrix was not of sound mind and memory. It will not be necessary to go into details farther than to say that these witnesses could not give any satisfactory reason why they considered this woman of unsound mind and memory, except their general statement that “she rambled, was very disconnected and stammered in her conversations” with them, and was feeble and in bad health and was very much grieved by the death of her husband. Mrs. Wodack expressly stated: “I cannot specify one conversation I ever had with Mrs. Whitney in which she did anything out of the usual and ordinary run of conversations, but in her general conversations she carried on,—in fact she rambled, very disconnected.” She again says that she had a conversation with Mrs. Whitney the very morning before she witnessed her will, and she used these words, “I do not recall anything peculiar or disconnected about it.” Mrs. George’s testimony was in substance and in manner much the same as Mrs. Wodack’s on this question.

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Bluebook (online)
127 N.E. 178, 293 Ill. 71, Counsel Stack Legal Research, https://law.counselstack.com/opinion/valentine-v-second-baptist-church-ill-1920.