Majority
Headnote
Will —• Mental Incompetency — Undue Influence — Verdict—Evidence.—A verdict of the jury, finding that the testator, at the time of the execution of the will in question, was not of sound and disposing mind, and that the will was the result of undue influence exercised by the residuary legatee, is held to be supported by the evidence.Milton L. Willits died testate on January 6, 1915. At the time of his death he was eighty-eight years and two months of age. The will was executed about eleven weeks before his death, and thus about three weeks before his eighty-eighth birthday. He left surviving him five adult children. By his will each of these children was bequeathed a legacy. To one was given one thousand five hundred dollars, to another one thousand dollars, to two others five hundred dollars each, and to the fifth the cancellation of a debt owed to the father. . He gave also to two grandchildren five
In this contest the jury found for the contestants upon both of the grounds advanced. Prom the decree denying the will probate and from the order refusing to grant her motion for a new trial Emma Helmer appeals, and on appeal and as the principal ground for the reversal of the decree and order insists that the evidence is insufficient to sustain the verdict of the jury.
In view of the fact that the value of the testator’s estate disposable under his will is but two thousand five hundred dollars, and that the specific legacies amount in value to five thousand five, hundred dollars, it is at once apparent that Emma Helmer, the residuary legatee and devisee, will take nothing under the will. Her appeal, however, will be understood when it is explained that in the three years immediately preceding his death, during which time the deceased was in intimate association with Emma Helmer, he gave to her and she received from him real and personal property of a value in excess of eighty-five thousand dollars, which property was all of the property which the old man owned, so that at the time of his death nothing remained but a small amount of personal property, livestock, and farming implements upon a valuable farm in Illinois, which farm he had previously deeded ,to her. Of everything but this personal property he had stripped himself or been stripped. Moreover, of his five adult children, some were married and with children of their own. None of them was in affluent circumstances—several of them quite poor. Some of them had lived upon and faithfully worked the father’s farm in Illinois. The. meager legacies—the face value of which they could not receive—were all that was left to them, while this stranger in blood, who had known him casually for but one or two years and inti
As the principal proposition advanced upon appeal is the insufficiency of the evidence, a resume of that evidence becomes necessary. Milton L. Willits, born in 1826, early in his lifetime married, became a farmer in Illinois, and by thrift and industry acquired large and valuable holdings of farm land. His wife bore him ten children, five of whom survived her and are still living. She died in 1869, and he became interested in spiritualism. This study or pursuit obsessed him. He endeavored to make a medium of his second wife, and the family friction which resulted led to proceedings instituted in the courts of Illinois to have him declared incompetent. In this his second wife and some of his children joined. The verdict of the jury favored him. His children grew up without any serious estrangement, apparently, resulting from this. His second wife was divorced and died and his interest in spiritualism waxed. In his own home he had “circles” about three times a week, attended other “circles” away from home, and had a “cabinet” for spiritualistic purposes built in his house. He firmly believed not only that he held through mediums direct communication with spirits in the other world, but that these spirits could take to themselves matter and so “materialize”; that through their direct aid and instrumentality one received messages, directions as to the conduct and the management of one’s worldly affairs, artistic development in “picture making,” in medicine and healing. He had for “guides” a band of spirits who were active in various branches for which they were best fitted. The personnel of this band changed- from time to time.
Paying more attention to chronology, after the divorce from his second wife, Mr. Willits became interested in a medium who was a great “magnetic healer,” and installed her with her husband and son on his farm, where they remained for over a year. In 1882 or 1883 there was laid out at Mt. Pleasant Park, at Clinton, Iowa, a spiritualistic camp-ground where were held annual meetings. Mr. Willits assisted in its organization, advanced money, joined as maker of a note to secure a loan for it, was a director, and attended every meeting from its organization until his death, except in the years 1912 and 1913. In this park he built two cottages which he rented during the meetings, himself living in one
After this experience, with faith unshaken, he continued to attend the meetings at the spiritualistic camp. He was confirmed in his devotion by a communication which he received from Mr. Burdick, whom he had known on earth, and who had “passed over,” Mr. Burdick telling him that the five thousand dollars which he had loaned to the Mt. Pleasant Park was the best investment he (Mr. Burdick) had ever made, the reason being, as Mr. Burdick’s spirit explained, that when he “passed over,” because of this loan, the spirits “in the other world had met him and taken good care of him and fixed him up right.” Mr. Willits’ own exposition upon this subject was that the more you did for spiritualism in this world the better off you were with the spirits in the next world, and he instanced the case of a friend of his, William Drury by name. William Drury in his lifetime had done nothing for spiritualism and when he “passed over” he was left in “outer darkness”; the spirits did not receive him very well and he did not get along with them, but being informed of this he, Mr. Willits, got in communication with them and fixed it up so that now “Mr. Drury was doing fairly well.”
Thus Mr. Willits’ life flowed on, very much under the guidance of the communications which he received from the spirit world through the mediums whose society he frequented. In 1908 he first met Emma Helmer at the spiritualistic camp, and
In 1914 Emma Helmer and her mother accompanied or took the old man to the Iowa spiritualistic camp-meeting. She carried the purse and attended to all the details of travel. Their relationship was such that at the camp-meeting Mr. Bloomer, a friend of Mr. Willits, complimented him on his “fine-looking wife.” Miss Helmer replied, “We are not married. I am keeping house for him. God sent me to take care of him. ’ ’ They made this eastern trip in the late summer or early autumn of 1914, but in the middle of April preceding Mr. Willits executed to Emma Helmer his deed of all of his Illinois lands. The deed was prepared by Miss Helmer herself. The form appropriate for such a conveyance under the laws of the state of Illinois, and the description of the property, being obtained from Mr. Willits’ papers and the deed itself typewritten by Miss Helmer. After the deed was so drawn by Miss Helmer in her home she escorted the old man to a notary public, where he executed it and -gave it to her. She did not have it recorded until after his death, and indeed maintained the utmost secrecy about it, even under circumstances, as will hereinafter appear, where a disclosure was manifestly called for. While at the camp-meeting in Clinton, Iowa, in like manner the deceased conveyed to her the two cottages which he owned. This conveyance she had placed of record, and it is not without significance that the deed to the Iowa property, which in all probability would not come under the notice of the deceased’s relatives, was recorded, while the utmost reserve was
While they were thus at New Boston, and on the eve of their departure for California, they were served with summons in conservator or guardianship proceedings instituted by one" or more of the children. Mr. Willits became much excited, but Miss Helmer quieted him, telling him to keep cool, that “she would see him through; that she had not been in a law office four years for nothing.” Mr. Willits was on the verge of a collapse. Mr. Campbell, a disinterested witness, testified that Miss Helmer declared that these proceedings “were a disgrace that the children had brought upon Grandpa that she was not going to stand for, but she would spend her own money if necessary in order to defend his good name.” Mr. Campbell explained that senility was not a reflection upon his good name, but was a mere matter of physical and mental decadence, and that the action was quite natural, because he knew that in his “normal mind he [Mr. Willits] would desire his property to go to his children.” He also told Miss Helmer, who solicited him to bear testimony to Mr. Willits’ competency, that he could not take the witness-stand and say that he considered Mr. Willits capable of handling his own affairs, and referred to the control exercised in those affairs by the spirits. Miss Helmer “said that was a matter of religious belief and ought not to enter into business affairs. But I pointed out to her in what manner that might easily influence the disposition of a man’s property.”
It was there and at that time and under these conditions that the will here questioned was drawn and executed in the office of Mr. Hanna. The circumstances leading up to the making of the will are narrated by Mr. Hanna and Miss Helmer. They are somewhat vague, but it does appear that Mr. Hanna, the attorney for Mr. Willits only in the conservator proceedings, asked Miss Helmer if Mr. Willits had made his will, and when it was found that he had not, he was advised to do so. The conversations were for the most part in the presence of Mr. Hanna, Miss Helmer, and her mother, though Mr. Hanna conversed with Mr. Willits alone. As a result of his conversation with Mr. Willits, and without suggestion from anyone else, the will was drawn in accordance with Mr. Willits’ expressed wishes. Mr. Hanna dictated the terms of the will, Mr. Willits came back in the afternoon of the same day the will had been prepared, it was read to him, and its legal effect explained. No one was present when it was read and explained to him, and Miss Helmer was not present when it was executed. Immediately thereafter Mr. Hanna secured the presence of Mr. McCray and Mr. Martin, two business men of the town and wholly disinterested, and they witnessed the execution of the will. Such is Mr. Hanna’s version, given by deposition.
Notwithstanding this testimony, the two disinterested witnesses to the execution of the will declared that there was a
Willits
"Mr. 4ía«»fir- gave it to me to take, and I returned it to Mr. Hanna afterward.”
Asked when she first saw the will in Mr. Willi't’s possession, after we left
she answered' "Back there 4» Mr Hanna’s office.".
Her deposition then proceeds as follows
"Q Do you remember the fact that Mr Martin and Mr. McCray were called in from another office to witness the will?
I -don’t know anything about it.
A. 4-tfaiftte-thoy wsro¿'
Q. During the time you were there was this will signed?
I don’t know
A. -Hrebftfeljv
Q. Don’t you know that was the fact?
I don’t know that it was.
A. J-guess-that-was-sor
Q. Did you hear the will read at that time?
A. No sir.
Q. Did you hear any of the provisions of it?
Just a little.
A. Yes sir.
Q. You heard all of that read to Mr. Willits by Mr. Hanna? No
A. Afeo- sir.
Q. You were near enough so that you could hear the reading of that will?
of a little of'it.
A. Yes sir. I heard the reading of that wife-
Q. And then Mr. Willits signed it?
I don’t know when he signed it.
Q. And then he called out the two witnesses and signed it before them?
1 do not know when the witnesses were called in.
A. No sir;
Q-And he signed it in the presence of the witnesses? He evidently did.
A.
Q, After this was all read over, what did Mr. Willits say? I don’t know what he said, I was not there.
Q. He didn t say, ‘That is all right’?
How can I tell when I was not there? He—didirt—say-
Did he say anything?
Mr. Hanna could tell you.
Isn’t it a matter of fact that he did not know what was. talked about?
I don't believe Mr. Willits ever signed anything he didn’t understand. '
-Ho—mado it—himself. He-eoght to know it was-aH-gjght^-
Q. Didn’t he say to Mr. Hanna, ‘That is all right That is the way I want it?
I do not know what he said.
A. 4—think ho did cay it.
Q. As a matter of fact, Mr. Willits was so deaf that he couldn’t hear?
He could hear when spoken to distinctly.
A. Yeo-oipi
Q. He read it so loud that you and everybody else could hear? A. Yes sir.
Q.‘ Were the witnesses present when the will was being read over to Mr. Willits?
I suppose so.
A. -Yea ■ cir.
Q. And they discussed the contents of the will with Mr. Willits?
Maybe they did.
A. Thcy-taftod -to-him-nnd 'hacl-a-conversation with hlnir
Q. What did he say?
know what they said,
A. I don’t
Q. Didn’t he tell you that people could come back?
under certain conditions,
A. He believed that they could communicate. A
Q. And appear to them?
A. Yes sir..
( he might have thought this possible.**
• The argument of appellant is that Mr. Willits, notwithstanding his age, was a shrewd, prudent business man of cultivated mind; that he was a student of spiritualism, no more; and that his spiritualistic theories were not permitted by him to influence him in the conduct of his daily life and business affairs. The evidence upon these matters, besides that of disinterested witnesses, is abundant from the writings of the deceased himself. Touching his cultivation and spiritualistic beliefs the following are extracts from a letter written by him in 1912 to a comparative stranger, who he apparently thinks is related to him. He writes to him something of his genealogy, explaining that, “On my mother’s side of the family they wer what wer called Pensylvaney Duch both family were Quakers so we belong to that sock my father & mother died with what was called milk sickness one dieng one day and the other the next.” He then proceeds: “I spent the most of the last ten years in the city of Chicago 111 in the family by the name of Green the wife of Mr. Green is what is known as a materializing medium. This somewhat strange process consists in reclothing the spiritual body in a real material body as it seams in the mortal body this is accomplsid by by the help of the of a band of kemests on the spirit side of life who are able to draw the nessarry elements from the meduom & the sitters in the circle to reclothe the spiritual form my own experience has proved to me beond a posable doubt that this is a truth. How do I know this to bee true because I had had actual communication with many people that I was well acquainted with they lived in the life form also those that I never knew on earth spirit communion I think is the grandest thing that came to earth without it we could get no evidence of a futur life all Bibles all evidence of a future life would bee imposable By what natrar is this wonderful blessing secured by the messmeriek or psychic law
It would be a serious reflection upon the intelligence of the profession if space should be given to a discussion of the suffi
The court instructed the jury as follows: “You are instructed that if M. L. Willits was of unsound mind, either as to the nature and extent of his property, or as to his relation to his children and the nature of their claims to his bounty, he cannot be regarded as of sound mind and memory, though he may have been of sound mind as to all other persons and matters.”
The objection to this instruction does not appear to be that it contains any erroneous declaration of law, but only that there was no evidence in the case to which it was applicable, appellant declaring that “there is an abundance of evidence in the case presented by the contestants themselves showing that the decedent at all times was perfectly competent to understand the treatment accorded him by his children in contrast with that of strangers who took care of him, and that he had full understanding of the status of his property.”
The foregoing summarization of the evidence, imperfect as it is, is a complete answer to this objection.
Having thus considered all of the propositions advanced by appellant, it follows that the judgment and order appealed from should be affirmed and it is so ordered.
Melvin, J., and Lorigan, J., concurred.