Winkelman v. Winkelman

138 N.E. 637, 307 Ill. 249
CourtIllinois Supreme Court
DecidedFebruary 21, 1923
DocketNo. 15145
StatusPublished
Cited by28 cases

This text of 138 N.E. 637 (Winkelman v. Winkelman) 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
Winkelman v. Winkelman, 138 N.E. 637, 307 Ill. 249 (Ill. 1923).

Opinion

Mr. Justice Farmer

delivered the opinion of the court:

This appeal is prosecuted from a decree of the circuit court of Cook county declaring a constructive trust in certain real estate conveyed to one of appellants, Laura M. Winkelman, by her father, Frederick A. Winkelman, and his wife, Almira. The deed was executed September 27, 1918. Frederick A. and Almira Winkelman had three children, — appellants, Laura M. Winkelman and Augusta W. Davidson, and appellee, John F. Winkelman. John and Augusta were not living at home with their parents when the deed was executed, but Laura was and always had been living with them and continued to live with them until after the death of both parents, which occurred since the commencement of this suit. The property conveyed by the deed was of the value of about $100,000, and with the exception of the grantor’s homestead and a residence property in Washington, D. C., was all the real estate the grantor owned. The grantee was an unmarried woman forty-five years old, was employed as a teacher at the Lewis Institute, in Chicago, and had always resided with her parents. Appellee was thirty-seven years old at the time the deed was made and lived with his parents until August 31, 1918, when he was married and moved elsewhere. Augusta was older than the appellee and has resided in New York since 1903. The deed is a warranty deed conveying the premises to Laura M. Winkelman, daughter of the grantors and a single woman, “in her own right in fee simple, without participation of any possible future husband or any other persons or grantees whatsoever.” The bill was filed February 7, 1921, and made Frederick A. Winkelman, Almira, his wife, Laura M. Winkelman and Augusta Davidson defendants. Appellee’s contention is that the conveyance was made to Laura in trust, to be divided equally among the grantor’s three children upon the death of himself and wife.

The bill alleges the grantor at the time he made the deed was seventy-seven years old, had for months been sick and was feeble in body and mind, by reason whereof he was easily susceptible to the influence and persuasions of his daughter Laura, and she corruptly contriving and intending to defraud and deprive complainant of any participation in or enjoyment of any of the property, by undue persuasion and importunity and the overpowering influence exercised by her, and by means of false and fraudulent representations, caused her father to execute to her a warranty deed without any consideration; that the property conveyed was of the value of $100,000; that grantor had two other children living besides the grantee, to whom he intended to devise equal shares in said property; that Laura was living with the grantor in his home, managing it for him and assisting him in business transactions, acting as his agent, and was also supervising the care and nursing of grantor, and he reposed in her complete confidence and trust; that at the time the deed was made complainant was absent from home and Augusta resided in New York, and that Laura had ample opportunity to exercise her influence over her father and abuse the trust and confidence he reposed in her. The bill charges Laura well knew the intention of her father to devise the property in equal portions to his children, and for the purpose of defrauding complainant falsely represented to her father that if he would convey the property to her she would manage it for him, pay the net income to him for his life, and to his wife, if she should survive him, during her lifetime, and upon the death of the survivor she would pay the net income from the property in equal shares to herself, her sister and complainant, until such time as her brother and sister, or either of them, demanded a conveyance of an undivided one-third of the property, and immediately upon demand she would convey and deliver to them each a one-third interest; that such a conveyance, she represented, would be advantageous to the grantor, and she impliedly threatened that if he did not make the deed she would leave his home. The bill alleges that because of the grantor’s age, health, situation and confidential relation to this daughter, and because of her knowledge of his affairs, the absence of the other children from home and because of the confidence he reposed in her, and because of his fear she would leave his home, leaving himself and wife alone in their old age, he was induced by said false and fraudulent representations and undue influence to convey the real estate to his daughter Laura; that the deed was not the act of the grantor but was procured by the grantee through gross abuse of the trust and confidence reposed in her by the grantor, by which he was deceived and his will and intent were overpowered and controlled; that the complainant first learned the deed had been made about July, Í919, and immediately sought to discover the circumstances under which it had been made; that he disaffirmed the deed and demanded that Laura execute a declaration of trust and give an accounting of her management of the property; that he had notified Laura she had procured the deed by fraud and undue influence and demanded she fulfill her representations made to the grantor, by means of which she procured the deed; that for a time Laura beguiled the complainant into delay by representing that she would straighten the matter out or adjust it to the satisfaction of all concerned, and finally, when he made an unequivocal demand that she execute a declaration of trust, she refused to do so and declared she was the exclusive and absolute owner of the property, whereupon he filed the bill. The bill prays that Laura be decreed to hold the title to the real estate in trust; that she be decreed to convey one-third of it to complainant and one-third to her sister, Augusta, and that she account for the income. The bill alleged personal property was conveyed to Laura by her father at the same time the deed was made, but the court found and decreed against complainant on that proposition, and as no question of personal property is involved in this appeal we have omitted the references in the bill to personal property.

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Bluebook (online)
138 N.E. 637, 307 Ill. 249, Counsel Stack Legal Research, https://law.counselstack.com/opinion/winkelman-v-winkelman-ill-1923.