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In re Estate of Cohen

Appellate Court of Illinois, Chicago, First District
Apr 10, 1935
279 Ill. App. 605 (Ill. App. Ct. 1935)

Opinion

Gen. No. 37,817.

Opinion filed April 10, 1935.

WILLS — competency as witness of attorney who drew will, attested execution, and was made attorney for executor by will. Attorney who drew will and was an attesting witness was not incompetent to testify to its execution, although will directed that he be appointed attorney for executor, but would be precluded from receiving any financial remuneration under the will (Cahill's St. ch. 148, ¶ 8).

Appeal by plaintiffs from the Circuit Court of Cook county; the Hon. DANIEL P. TRUDE, Judge, presiding. Heard in the third division of this court for the first district at the October term, 1934. Affirmed. Opinion filed April 10, 1935.

HERSHENSON HERSHENSON, of Chicago, for appellants.

PINES STEIN, of Chicago, for appellees; CLARENCE T. MORSE and DAVID E. BEBER, both of Chicago, of counsel.


The will of Julia Cohen was admitted to probate in the probate court of this county November 29, 1932. An appeal from the order admitting the will to probate was taken to the circuit court of Cook county and an order was again entered in that court admitting the will and testament to probate, from which order this appeal has been prayed.

There is but one question raised, namely, whether or not Raymond Kelner was a competent witness for the purpose of proving the execution of the will in the probate court at the time it was offered for probate.

The will contains a provision whereby the executor named in the will is specifically instructed as executor to employ and retain Raymond Kelner as his attorney to assist in the administration of the estate. The attestation clause contains the signature of Raymond Kelner as a witness to the making of the will.

It is insisted as ground for reversal that Kelner, by reason of the provision of the will directing that he be appointed as attorney for the executor, became a party in interest and as such disqualified as a witness. Under the statute as it was originally enacted, it may be that he would have been incompetent inasmuch as he would have gained or lost financially as a direct result of the establishing of the instrument as a will. In order to obviate the resultant failure of a testator to convey his property as he saw fit, because of the fact that some witness to the will would acquire a financial interest thereunder, section 8 of chapter 148, Cahill's Illinois Revised Statutes, 1933, was enacted, under which such a witness was competent to testify, but was required by so doing to relinquish his or her interest under the will, except in so far as he would be entitled to take by law. The Supreme Court of this State has defined the law and the relative rights of the parties thereunder in the case of Scott v. O'Connor-Couch, 271 Ill. 395, wherein it said:

"In the revision of 1872 a provision of the Revised Statutes of 1845 was brought forward as section 8 of the Statute of Wills. It removed the incompetency of a witness to the execution of a will to whom any beneficial devise, legacy or interest was made or given by the will, and provided that such witness should be compellable to appear and give testimony on the residue of the will in like manner as if no such devise or bequest had been made, but the devise, legacy or interest was declared to be null and void unless the will had been duly attested by a sufficient number of witnesses exclusive of such person, saving, however, to the witness any share of the testator's estate not exceeding the value of the devise or bequest to which the witness would have been entitled if the will was not established. That section of the Statute of Wills was regarded by this court as remedial and its purpose and effect were explained in Jones v. Grieser, 238 Ill. 183. "

We gather from the record in the case before us that the testimony of Kelner was necessary to establish the will and that by testifying as a witness he would be precluded from receiving any financial remuneration thereunder. This inhibition placed upon Kelner by the statute would properly be enforceable in the probate court of Cook county.

We are of the opinion that the order of the circuit court was correct and it is, therefore, affirmed.

Order affirmed.

HEBEL, P. J., and HALL, J., concur.


Summaries of

In re Estate of Cohen

Appellate Court of Illinois, Chicago, First District
Apr 10, 1935
279 Ill. App. 605 (Ill. App. Ct. 1935)
Case details for

In re Estate of Cohen

Case Details

Full title:In re Estate of Julia Cohen, Deceased. Appeal of Rose London et al.…

Court:Appellate Court of Illinois, Chicago, First District

Date published: Apr 10, 1935

Citations

279 Ill. App. 605 (Ill. App. Ct. 1935)

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