Appleton v. Rea

58 N.E.2d 854, 389 Ill. 222, 1945 Ill. LEXIS 467
CourtIllinois Supreme Court
DecidedJanuary 17, 1945
DocketNo. 28068. Reversed and remanded.
StatusPublished
Cited by25 cases

This text of 58 N.E.2d 854 (Appleton v. Rea) 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
Appleton v. Rea, 58 N.E.2d 854, 389 Ill. 222, 1945 Ill. LEXIS 467 (Ill. 1945).

Opinion

Mr. Justice Gunn

delivered the opinion of the court:

Alice E. Eearn died testate leaving, with other property not here involved, a part of lot 1, and all of lot 2, in block 29 in the original Town of Litchfield. The fifth clause of her will reads: “I give and devise unto my grandson Leland B. Rea * * * also my brick building and ground upon which it is situated in Lot One (1) in Block Twenty-nine (29) of the original Town, now City of Litchfield, in Montgomery County, Illinois.” The sixth clause of the will reads: “I give and devise unto Mary S. Appleton, widow of my deceased son, Edward Appleton, for and during her natural life the two buildings which I own, and the real estate upon which the same are situated on Lot Two (2) in Block Twenty-nine (29) of the original Town, now City of Lichfield; * * * with the remainder in fee simple in all the real estate described in this clause to my grandchildren, Henry Appleton, Mary E. Appleton and Robert Appleton, in equal parts among them.” The brick building mentioned in the fifth clause was not located on lot 1 but upon lot 2, with also another building consisting of a frame house. The building located on lot 1 was a concrete structure with sheet-iron siding. The value of the brick building was about $6800, and that of the concrete building about $1900.

Mary S. Appleton and the other devisees named in the sixth clause filed a complaint in the circuit court of Montgomery county to construe the will by striking out of the description of the building contained in the fifth clause the word “brick,” as a word of false description which rendered the will ambiguous. Leland B. Rea filed an answer and counterclaim asking the construction of the will by striking out of the fifth clause the words “in Lot One (1),” and by rejecting in the sixth clause “on Lot T?wo (2).” The court entered a decree sustaining counterclaimant, construing the part of the fifth clause here involved so as to read: “Also my brick building on the ground upon which it is situated in Block Twenty-nine (29),” and construing part of the sixth clause here involved so as to read “the two buildings which I own and the real estate upon which the same are situated in Block Twenty-nine (29).”

It thus appears the trial court eliminated from the will all legal description of the lots, leaving only the description of the buildings, so that the result was that the appellee Rea, by so reforming the will, received the brick building and part of lot 2, and the Appletons received the frame and concrete buildings located partly on lot 1 and partly on lot 2. Mary S. Appleton and her children appealed from this decree to this court.

The controversy revolves around the manifest ambiguity created by the provision of the will which gives Rea the brick building and the ground upon which situated “in Lot One (1),” whereas the brick building is situated on lot 2. Over the objection of appellants the court received oral evidence the testatrix intended to give to appellee Rea the premises with the brick building, upon the theory that a latent ambiguity was disclosed, when the evidence showed the brick building was not upon lot 1. The court having received this evidence, the decree resulted which disposed of the two properties in question contrary to the legal description contained in the will, and without any evidence to show the testatrix intended the appellants to not receive the two buildings and premises located on lot 2. It would appear the explanation of the latent ambiguity which arose by describing the brick building as upon lot 1 was allowed to entirely control the construction of the will.

We have many times held that where there is a latent ambiguity in a will, extrinsic evidence, being explanatory and incidental, is admissible to disclose and, if possible, to remove the ambiguity, such evidence being admitted not for the purpose of adding to or detracting from the provisions of the will, but to enable the court to view the will in the,light of the circumstances surrounding the testator when the will was made, so as to ascertain his intention and the meaning of the words used. Norton v. Jordan, 360 Ill. 419; Collins v. Capps, 235 Ill. 560; Whitcomb v. Rodman, 156 Ill. 116.

It is equally true that certain fundamental rules have been laid down for the construction of a will. The cardinal rule of construction is to ascertain .the intent of the testator. This intent must be gathered and ascertained from a consideration of the entire will. (McKibben v. Pioneer Trust & Savings Bank, 365 Ill. 369; Riddle v. Killian, 366 Ill. 294; Papa v. Papa, 377 Ill. 316; Cahill v. Michael, 381 Ill. 395.) The intention must be obtained from the words of the will itself, the purpose being to arrive at the intention as -expressed by its language, and not an intention which may have existed in the testator’s mind apart from such language. (Bingel v. Volz, 142 Ill. 214; Norton v. Jordan, 360 Ill. 419; Dahmer v. Wensler, 350 Ill. 23; Cahill v. Michael, 381 Ill. 395.) Parol evidence may be admitted where its effect is merely to explain or make certain what the testator has written, but the rule is inflexible that such proof is not admissible for the purpose of importing into the will an intention which is not there expressed. (Dahmer v. Wensler, 350 Ill. 23; Norton v. Jordan, 360 Ill. 419.) Evidence respecting the intention of a testator, separate and apart from that conveyed by the language of the will, is not admissible for the purpose of interpreting it; (Starkweather v. American Bible Society, 72 Ill. 50; Dahmer v. Wensler, 350 Ill. 23;) and declarations of a testator as to what he intended are not admissible. (Kirkland v. Conway, 116 Ill. 438; Parker v. Ruley, 317 Ill. 441.) Nor are instructions given to the scrivener of the will admissible to determine intention. Hollenbeck v. Smith, 231 Ill. 484; Dollander v. Dhaemers, 297 Ill. 274.

The application of the rules of construction to the latent ambiguity rule, as applied to wills, has been frequently considered by this court, and it has been universally held in this State that, inasmuch as our statute requires all last wills and testaments to be in writing • and properly witnessed, extrinsic evidence is never admissible to alter, detract from, or add to the terms of the will. (Kurtz v. Hibner, 55 Ill. 514; Bishop v. Morgan, 82 Ill. 351; Bingel v. Volz, 142 Ill. 214; Williams v. Williams, 189 Ill. 500; Vestal v. Garrett, 197 Ill. 398; Lomax v. Lomax, 218 Ill. 629; Graves v. Rose, 246 Ill. 76.) When, however, there is a latent ambiguity in a description of the object or subject of the gift, and such ambiguity can be removed by rejecting false words, leaving a complete, independent description, it is the duty of the court to do so, and where there are two descriptions, one good and one bad, the authorities are uniform to the effect that the latter may be rejected. Vestal v. Garrett, 197 Ill. 398.

Probably the most complete discussion of the application of the latent ambiguity rule in the construction of wills is to be found in Graves v. Rose, 246 Ill. 76. After review of authorities the following propositions are established: (a) While the object of construction is to ascertain the intention of the testator, it must be an intention expressed in the will, and must be determined from the language used, and the will cannot be reformed to conform to any intention of the testator not expressed in it, no matter how clearly a different intention may be proved by extrinsic evidence.

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Bluebook (online)
58 N.E.2d 854, 389 Ill. 222, 1945 Ill. LEXIS 467, Counsel Stack Legal Research, https://law.counselstack.com/opinion/appleton-v-rea-ill-1945.