Searching over 5,500,000 cases.


searching
Buy This Entire Record For $7.95

Download the entire decision to receive the complete text, official citation,
docket number, dissents and concurrences, and footnotes for this case.

Learn more about what you receive with purchase of this case.

In Re Estate of Netherton

OPINION FILED JULY 20, 1978.

IN RE ESTATE OF ANNA M. NETHERTON, DECEASED. — (LILA TOMASZEWSKI, PETITIONER-APPELLEE,

v.

LUELLA ROULSTON, RESPONDENT-APPELLANT.)



APPEAL from the Circuit Court of La Salle County; the Hon. THOMAS R. CLYDESDALE, Judge, presiding.

MR. JUSTICE ALLOY DELIVERED THE OPINION OF THE COURT:

Luella Roulston appeals to this court from an order of the Circuit Court of La Salle County admitting the will of her mother to probate. Petitioner seeking to probate the will, her sister, Lila Tomaszewski, petitioned the Circuit Court of La Salle County for probate of the will of (the mother of Luella and Lila) Anna M. Netherton, deceased. The petitioner presented for probate a duplicate original of the will (the original prepared at the time a duplicate copy was also prepared). The original had been retained by the deceased's attorney and both the original and duplicate copy were fully executed by the decedent, Anna M. Netherton. Following an evidentiary hearing, the trial court entered an order admitting the will to probate.

On appeal in this court, Luella, a daughter, contends (1) that the trial court did not give proper weight or consideration to a presumption that a will is destroyed by a deceased after it is retained by the testator and cannot be found after the testator's death and (2) that the trial court improperly admitted testimony of a beneficiary under the will for the purpose of rebutting the presumption of revocation.

The record discloses that Anna M. Netherton died on August 9, 1976, and left surviving as her only heirs at law two daughters, Lila Tomaszewski and Luella Roulston. The will, to which we have referred, was presented for probate on October 22, 1976. At the hearing on proof of the will on November 10, 1976, daughter Luella objected to probate of the will and contended that the presumption of revocation should arise, on the principle that an executed will in the possession of the testator which cannot be found after the testator's death is considered to have been revoked.

The cause was continued for additional evidence, and, at the evidentiary hearing, the testimony established that Anna Netherton's husband, Albert P. Netherton, died on June 30, 1966, at which time, daughter Lila commenced caring for Anna Netherton and residing at the Netherton farmhouse, particularly at night. The evidence disclosed, also, that Lila washed clothes, cleaned house, prepared meals, and performed other household chores at the Netherton residence. Lila was also given a power of attorney to take care of Anna Netherton's financial affairs, and for this purpose Lila had access to a locked bureau drawer in Anna Netherton's bedroom, in which drawer Netherton kept her valuable papers, including bank books, insurance papers and bills.

The record also shows that in early August of 1966, Anna Netherton consulted with attorney John Olivero concerning the preparation of a will, and that on August 10, 1966, Anna M. Netherton executed duplicate copies of a will in the Olivero office. Netherton took with her from the Olivero office one executed copy of the will in an envelope inscribed with the Olivero letterhead, and Olivero, the attorney, retained the other copy (the original) of the executed will in his office. Lila met Netherton in Olivero's waiting room and thereafter drove her mother home, where her mother went to the bedroom with the Olivero envelope. Lila testified at the hearing that subsequent to August 10, 1966, in the process of looking after her mother's financial affairs, Lila observed in the locked bureau drawer in Netherton's bedroom, a manila envelope with the Olivero heading, stating "Last Will and Testament," and with the inscription "Save" written in her mother's handwriting.

Thereafter on September 23, 1967, Anna Netherton suffered a bad spell and was taken to a hospital by ambulance, and Lila subsequently moved out of the Netherton farmhouse. Mrs. Netherton remained hospitalized until October 2, 1967, when she was removed to a nursing home. An inventory taken at the time Mrs. Netherton entered the nursing home disclosed that she did not have a will in her possession at that time. On August 16, 1969, the Netherton farmhouse was destroyed by fire. It also is noted in the record that Anna Netherton did not return to the farmhouse after her removal by ambulance on September 23, 1967. Lila testified at the hearing that she observed the Olivero envelope in the bureau drawer at the Netherton farmhouse within two weeks prior to the fire, apparently while she was taking care of some financial affairs for her mother.

Following the death of Anna Netherton on August 9, 1976, the executed copy of the will which Mrs. Netherton had taken from the Olivero office could not be located. Lila petitioned for probate of Mrs. Netherton's original will, and presented the executed original of the will, which had been retained in the Olivero office. The will bequeathed the sum of $5,000 to Luella Roulston and the sum of $10,000, plus household goods and personal effects, to Lila Tomaszewski. The will further devised to Lila, all of Netherton's real estate "* * * because of the care, help and attendance that my daughter, Lila Tomaszewski, has heretofore given to myself and my late husband * * * for the past 10 years or more and the same care, help and attendance which she shall hereafter give to me during the remainder of my life * * *." Following presentation of the evidence, the trial court entered an order admitting the will to probate.

• 1 On appeal in this court, Luella Roulston first contends that the trial court did not give proper consideration or weight to the presumption that a will which has been retained after execution by a testator, which cannot be found after the testator's death, was presumed to be destroyed by the deceased with the intent to revoke the will. In reviewing the trial court's findings of fact, we must give consideration to the fact that it is within the province of the trial court to weigh the evidence presented and to make findings of fact, and unless the holding of that court is manifestly against the weight of the evidence, a reviewing court will not disturb its judgment. Central Steel & Wire Co. v. Coating Research Corporation (1st Dist. 1977), 53 Ill. App.3d 943, 947, 369 N.E.2d 140.

We note also that the supreme court of this State in the case of In re Estate of Moos (1953), 414 Ill. 54, 57, 110 N.E.2d 194:

"Where a last will and testament, after its execution, is retained by the testator and cannot be found upon his death, it is the well-settled rule of this and of the majority of jurisdictions that it will be presumed to have been destroyed by him animo revocandi. [Citations.] The same cases establish that the presumption is subject to being rebutted by circumstances which tend to show a contrary conclusion, and that the burden is on one seeking to probate such a will to prove that it was unrevoked at the testator's death."

In the instant case, the testimony indicated that Anna Netherton retained one copy of her executed copy of her will and placed that copy in her bureau drawer where she kept her valuable papers. The record indicates that the will remained in the drawer when Anna Netherton was taken ill and suddenly removed to the hospital. The Netherton farmhouse was subsequently destroyed by fire. Anna Netherton had not returned to the farmhouse in the intervening period and the destruction of the house and its contents explains the inability to find Mrs. Netherton's copy of the will after her death. We also note that Lila did continue to care for and reside with her mother, Anna Netherton, so long as Anna resided at home, and that this care and attention was the expressed motivation for the provisions of the will in favor of Lila, including the gift of the farmhouse property to Lila. In view of the evidence presented, we agree with the trial court as to the presumption relied upon by the objector Luella, that the conclusion of the trial court that the fact that the copy of the will could not be found after the testator's death, did not, under the facts in this cause, require the application of the presumption of destruction of the will by the testator. There are sufficient facts and circumstances shown by the record which indicate that the duplicate copy of the will was not destroyed by the testator animo revocandi and that the finding of the trial court is not contrary to the manifest weight of the evidence (In re Estate of Morgan (1945), 389 Ill. 484, 59 N.E.2d 800; In re Estate of Moos (1953), 414 Ill. 54, 57, 110 N.E.2d 194; In re Estate of Carr (1st Dist. 1970), 126 Ill. App.2d 461, 262 N.E.2d 54). As stated in Stefany v. Synek (1st Dist. 1965), 55 Ill. App.2d 464, 470, 205 N.E.2d 265:

"This presumption [of revocation], however, weighs lightly and may be rebutted by proof of actual facts."

Certainly, in the instant case, where there was evidence of continued possession by the testator, in the drawer at the farmhouse, and the fact that she had not returned to the farmhouse after she had been removed by ambulance, followed by destruction of the farmhouse and all of its contents, clearly explains the failure to present the copy of the will which had been retained by the testator, and rebuts the presumption of revocation. The evidence, also, clearly established the paramount interest of the testator in her daughter Lila, who had performed much personal service for ...


Buy This Entire Record For $7.95

Download the entire decision to receive the complete text, official citation,
docket number, dissents and concurrences, and footnotes for this case.

Learn more about what you receive with purchase of this case.