{ "id": 2527472, "name": "In re Estate of Nellie Strayer, Deceased; (William J. Bach, Petitioner-Appellant (Julia Barley Tool et al., Respondents-Appellants), v. Earl Cowden et al., Respondents-Appellees.)", "name_abbreviation": "Bach v. Cowden", "decision_date": "1972-04-18", "docket_number": "No. 11460", "first_page": "137", "last_page": "142", "citations": [ { "type": "official", "cite": "5 Ill. App. 3d 137" } ], "court": { "name_abbreviation": "Ill. App. Ct.", "id": 8837, "name": "Illinois Appellate Court" }, "jurisdiction": { "id": 29, "name_long": "Illinois", "name": "Ill." }, "cites_to": [ { "cite": "3 A.L.R.2d 949", "category": "reporters:specialty", "reporter": "A.L.R. 2d", "opinion_index": 0 }, { "cite": "118 Ill. 576", "category": "reporters:state", "reporter": "Ill.", "case_ids": [ 5381763 ], "opinion_index": 0, "case_paths": [ "/ill/118/0576-01" ] }, { "cite": "257 Ill. 518", "category": "reporters:state", "reporter": "Ill.", "case_ids": [ 4716683 ], "opinion_index": 0, "case_paths": [ "/ill/257/0518-01" ] }, { "cite": "262 Ill. 126", "category": "reporters:state", "reporter": "Ill.", "case_ids": [ 4749654 ], "opinion_index": 0, "case_paths": [ "/ill/262/0126-01" ] }, { "cite": "298 Ill. 418", "category": "reporters:state", "reporter": "Ill.", "case_ids": [ 5030330 ], "opinion_index": 0, "case_paths": [ "/ill/298/0418-01" ] }, { "cite": "389 Ill. 484", "category": "reporters:state", "reporter": "Ill.", "case_ids": [ 2505078 ], "opinion_index": 0, "case_paths": [ "/ill/389/0484-01" ] }, { "cite": "110 N.E.2d 194", "category": "reporters:state_regional", "reporter": "N.E.2d", "weight": 2, "opinion_index": 0 }, { "cite": "414 Ill. 54", "category": "reporters:state", "reporter": "Ill.", "case_ids": [ 5314398 ], "weight": 2, "opinion_index": 0, "case_paths": [ "/ill/414/0054-01" ] }, { "cite": "192 N.E. 226", "category": "reporters:state_regional", "reporter": "N.E.", "opinion_index": 0 }, { "cite": "357 Ill. 379", "category": "reporters:state", "reporter": "Ill.", "case_ids": [ 5281542 ], "opinion_index": 0, "case_paths": [ "/ill/357/0379-01" ] } ], "analysis": { "cardinality": 508, "char_count": 10839, "ocr_confidence": 0.756, "pagerank": { "raw": 4.03580807328026e-08, "percentile": 0.08179550236326519 }, "sha256": "2659f2ad69f02eb4823b521cd77ac4ceadafaa295f2feec6032386ec982d35dc", "simhash": "1:827e2e1172101faa", "word_count": 1960 }, "last_updated": "2023-07-14T19:05:48.814564+00:00", "provenance": { "date_added": "2019-08-29", "source": "Harvard", "batch": "2018" }, "casebody": { "judges": [], "parties": [ "In re Estate of Nellie Strayer, Deceased\u2014(William J. Bach, Petitioner-Appellant (Julia Barley Tool et al., Respondents-Appellants), v. Earl Cowden et al., Respondents-Appellees.)" ], "opinions": [ { "text": "Mr. JUSTICE VERTICCHIO\ndelivered the opinion of the court:\nThis is an appeal from an order of the Circuit Court of McLean County, Probate Division, dismissing a petition for probate of a purported Will, and an instrument alleged to be a codicil to the said Last Will and Testament of Nellie Mae Strayer, deceased.\nThe record in this cause indicates that the deceased, Nellie Mae Strayer, and her husband, Walter S. Strayer, on June 10, 1952, executed similar Wills. The Last Will and Testament of William S. Strayer was filed for probate in the Probate Court of McLean County on October 15, 1956.\nOn August 15, 1958, Nellie Mae Strayer executed a codicil to her Last Will and Testament. The codicil recited that certain alterations were necessary due to the death of her husband, Walter S. Strayer, who was nominated as executor in her Last Will and Testament. The codicil nominated tire National Bank of Bloomington, Illinois, as executor and re-affirmed, re-published and re-declared her original Will in all other respects.\nThe similar Wills of June 10, 1952, devised and bequeathed all of the property to the survivor, and any funds remaining to be divided in nineteen parts among persons who are parties to this appeal.\nNellie Mae Strayer died on November 22, 1969. William J. Bach, on May 28, 1970, filed a petition for probate of will and letters testamentary. The petition alleged that the codicil, dated August 15, 1958, was delivered to the court, but that the Will dated June 10,1952, was lost.\nThe court heard evidence directed to the petition and denied the petition.\nThe facts for the most part are not in dispute. The evidence establishes that the similar Wills were located in the safe deposit box in the National Bank of Bloomington, Illinois, prior to October 15, 1956. The box was inventoried on that date in connection with the estate of William S. Strayer. Arlo E. Bane of Bloomington, Illinois, the attorney who prepared the Wills of William S. Strayer and Nellie Mae Strayer, and the codicil for NeHie Mae Strayer, was present when the safe deposit box at the National Bank of Bloomington, Illinois, was inventoried. There appears to be some controversy as to the testimony of Mr. Bane regarding the said occasion. Mr. Bane\u2019s testimony was:\n\u201cQ. And you do, did testify that both of these Wills of Mr. and Mrs. Strayer were in the lock box at the National Bank of Bloomington when they were inventoried?\nA. After his death, yes.\nQ. And you recall at that time whether the WH1 of Mrs. Strayer was removed therefrom in your presence?\nA. My recollection was nothing was removed at that time. We didn\u2019t have the attorney general release, and I don\u2019t even recaH we removed his Will.\nQ. And who else was present, if you remember at that time?\nA. At the National Bank?\nQ. Yes. * * * Was Mr. George Strayer present?\nA. That I don\u2019t recall. I think Lucy Comstock was the custodian, if I recall, and it was down in the basement before the lock boxes were moved up, but I can\u2019t recaH who else was present.\u201d\nThe records of the National Bank of Bloomington indicated that the only entries to the box between October 15, 1956, and June 14,1960, were made by NeHie Mae Strayer and Howard Cowden. On June 14, 1960, Howard Cowden and NeHie Mae Strayer transferred the contents of the box to a safe deposit box in the McLean County Bank.\nThe records of the McLean County Bank indicated three entries were made after June 14, 1960; (1) An entry on January 17, 1966, by Howard Cowden, who had a key to the safe deposit box; (2) on September 19, 1966, by the Trust Officer of the McLean County Bank for the purpose of making an inventory of the contents of the box as conservator of the Estate of NeHie Mae Strayer at which time the Will was not in the box; and (3) on September 30, 1966, when the contents were removed.\nHoward Cowden, a brother of the deceased, NeHie Mae Strayer, testified that he was with NeHie Mae Strayer on June 14, 1960, when the contents of the safe deposit box were transferred from the National Bank of Bloomington to the McLean County Bank, and that aH of the contents were transferred from one bank to the other. He testified that the WiH was not in the safe deposit box at the National Bank of Bloomington on June 14, 1960.\nHe further testified that he had seen the WiH of NeHie Mae Strayer after the death of Walter S. Strayer at her home. In response to an inquiry, \u201cDid you read the Will?\u201d, he answered \u201cNo\u201d.\nHe further testified as follows:\n\u201cQ. But, anyway, she had this instrument in her home sometime after the death of her husband?\nA. That\u2019s right; that\u2019s right, but she had voided it. She had cancelled it, and she had written all over the front of it and back of it with * * * she had a bunch of obsolite (sic) insurance policies and all of them she asked me to destroy them. She had them on the table for me to destroy, and as I went through them I saw that what that was,, that it was a Will, and I said, \u2018Nel, here is the Will. I don\u2019t think you ought to destroy that. You might need that sometime for proof.\u2019 And she said, \u2018No, I want to get it out of my way.\u2019\nQ. Well, did you destroy it?\nA. No, sir.\nQ. What did you do with it?\nA. I left it there; I left it there.\nQ. You say it was written on at that time?\nA. Yes, sir.\nQ. Can you describe the writing on the instrument?\nA. Well, it was, either said cancelled or voided, and the date was\n* * * the date was in April of \u201958. That was before she moved into Bloomington while she was still on the farm.\nQ. Were you doing her business for her at that time?\nA. Beg pardon?\nQ. I say were you assisting her in her business at that time?\nA. Well, she did her own business, she did her own business, but she couldn\u2019t drive a car, and I helped her some with it. But she did her own business. She wrote her own checks and paid her own bills.\u201d\nIt is recognized that a testamentary instrument may be properly incorporated by reference in a will when: (1) The instrument refers to the will as being in existence at the time of the execution of the instrument, and, in fact, the will does exist at that time; the instrument shows the intention to incorporate it in the will, and (3) the instrument corresponds with the description in the reference. Eschmann v. Cawi, 357 Ill. 379, 192 N.E. 226.\nIt is further recognized that a will which is not available may be admitted to probate if it is shown to have been in existence and unrevoked at the date of the testator\u2019s death, or if it is shown to be destroyed accidentally or fraudulently without the consent of the testator. In re Estate of Moos, 414 Ill. 54, 110 N.E.2d 194.\nThe appellants contend that the execution of the codicil on August 15, 1958, established both the codicil and the existence of the Will to which it refers. The only occasion that the testatrix Nellie Mae Strayer had access to the Will was on her visit to the safe deposit box in the National Bank of Bloomington on October 15, 1956. Arlo E. Bane\u2019s testimony was that to the best of his recollection nothing was removed from the safe deposit box on that date. They maintain that Nellie Mae Strayer could not have had possession of the WiU at any time.\nThey further point out that Howard Cowden had access to tibe safe deposit box at the McLean County Bank on January 17, 1956.\nThey argue that the testimony establishes that the Will was in the safe deposit box prior to October 15, 1956, and that the testatrix did not remove the Will from the safe deposit box on the only occasion she entered the box, thus, it is established that the testatrix did not have possession of the WiH.\nTherefore, the principle of law that a will in the possession of the testator unavailable at his death is presumed to have been revoked is not applicable to the fact in the instant case.\nThe appellees contend that it is presumed that a w\u00f1l which is in the possession or control of the testator and not found at the date of death is presumed to have been destroyed by the testator with the intent to revoke the same. In re Estate of Moos, 414 Ill. 54, at page 57, 110 N.E.2d 194, the court said:\n'Where a last wiU 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. (In re Estate of Morgan, 389 Ill. 484; Holler v. Holler, 298 Ill. 418; Griffith v. Higinbotom, 262 Ill. 126; St. Marys Home v. Dodge, 257 Ill. 518; In re Page, 118 Ill. 576, 3 A.L.R.2d 949.) 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\u2019s death.\u201d\nThe appellees cite the testimony of Howard Cowden to the effect that he saw the Will in the possession of the testatrix in April of 1958, and that the said Will bore the writing, \u201cCancelled\u201d or \u201cVoid\u201d to establish that the testatrix had the Will in her possession and that she voided or destroyed the said Will.\nThey point out that the testimony of Mr. Bane that nothing was removed from the safe deposit box in October, 1956, was in error, as the record is unrebutted that the Will of the testatrix\u2019 husband, Walter S. Strayer, was filed for probate on October 15, 1956; thus, it is clear that Walter S. Strayer\u2019s Will was removed without the knowledge of Mr. Bane, and also clear that the Will of the testatrix, Nellie Mae Strayer, must have been removed on the same date.\nThe trial court, in its order of September 25, 1970, denying the petition for probate of the Will and for letters testamentary, did not make any finding nor express any reasons or opinions for denying the said petition. Thus, this Court does not have the benefit of the trial court\u2019s reasoning. It appears that the trial court found that the evidence (1) did not overcome the presumption that the testator revoked the Will, and (2) did not establish an unlawful destruction of the Will by another. These findings of the trial court are not manifestly erroneous.\nThe motion to amend the pleadings was within the discretion of the court, and it is the opinion of this Court that the court did not abuse its discretion in denying said motion.\nThe trial court is herewith affirmed.\nJudgment affirmed.\nTRAPP, P. J., and SMITH, J., concur.", "type": "majority", "author": "Mr. JUSTICE VERTICCHIO" } ], "attorneys": [ "William S. Bach, of Bloomington, for appellants.", "Livingston, Barger, Brandt, Slater & Schroeder and Albert H. Hoopes, both of Bloomington, (William C. Wetzel, of counsel,) for appellees." ], "corrections": "", "head_matter": "In re Estate of Nellie Strayer, Deceased\u2014(William J. Bach, Petitioner-Appellant (Julia Barley Tool et al., Respondents-Appellants), v. Earl Cowden et al., Respondents-Appellees.)\n(No. 11460;\nFourth District\nApril 18, 1972.\nRehearing denied May 25, 1972.\nWilliam S. Bach, of Bloomington, for appellants.\nLivingston, Barger, Brandt, Slater & Schroeder and Albert H. Hoopes, both of Bloomington, (William C. Wetzel, of counsel,) for appellees." }, "file_name": "0137-01", "first_page_order": 159, "last_page_order": 164 }