Carroll v. Wilkerson

249 Ill. App. 98, 1928 Ill. App. LEXIS 31
CourtAppellate Court of Illinois
DecidedJanuary 25, 1928
DocketGen. No. 8,147
StatusPublished

This text of 249 Ill. App. 98 (Carroll v. Wilkerson) is published on Counsel Stack Legal Research, covering Appellate Court of Illinois primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Carroll v. Wilkerson, 249 Ill. App. 98, 1928 Ill. App. LEXIS 31 (Ill. Ct. App. 1928).

Opinion

Mr. Presiding Justice Shurtleff

delivered the opinion of the court.

Appellees filed their amended bill in the circuit court of Montgomery county to construe the will of James Carroll, deceased. One of the defendants, George W. Carroll, who was under legal disability, answered by his guardian ad litem. All of the other defendants demurred to the amended bill. Their demurrer was overruled and defendants answered. Replications were filed and evidence was taken in open court. The chancellor found the allegations of the bill to be true, and entered a decree in accordance with the prayer of the bill.' Two of the eleven defendants in the court below have appealed from the decree. One of the defendants, George W. Carroll, by his guardian ad litem, joins with appellees in seeking to uphold the decree of the circuit court.

James Carroll, who executed the will under construction, died on October 11, 1925, at the age of 95 years. R. Y. Carroll, a son of the testator and one of the appellees,"was named executor and qualified as such. The will involved was executed and published on May 10, 1919. At that time testator was 89 years old.

Decedent died leaving a widow, Elizabeth Carroll, who died on November 3, 1925, less than one month after decedent’s death. Decedent died leaving children, namely, Richard V. Carroll, Mary I. Wright, Laura Bell Burton, Lulu May Willis and George W. Carroll, all of whom survived each of their parents. Another daughter, Ethel Flowers, died on September 25, 1918, before the execution of the will, leaving two children, Oval Hunt and Kathryn Rademacher, grandchildren of decedent, both of whom survived their grandparents. A daughter, Minerva Yard, died on September 3,1893, leaving Earl Ward, Lester Yard and Chester Yard, grandchildren of said decedent, and Dorothy Freeman and Delberta Freeman, a son and daughter of deceased daughter of said Minerva Yard and great grandchildren of said decedent, all of whom survived the said decedent and his widow. Another daughter of decedent, Martha Treadway, died on September 13, 1893, leaving Stella Wilkerson and Grover C. Treadway, her children and grandchildren of said decedent, both of whom survived their grandparents. Hattie C. Paul, William Carroll, Elizabeth A. Carroll, Emma D. Carroll and Ella N. Carroll, all children of decedent, died a great many years prior to the execution of said will, leaving no children or descendants of a child or children them or either- of them surviving.

By his will testator gave all of his property to his widow for and during her natural life. Upon the death of his widow testator made specific devises of real estate in separate portions to his children and grandchildren, namely, to Richard Y. Carroll, Mary I. Wright, Laura Bell Burton, Lulu May Willis and George W. Carroll. Likewise he made separate devises of real estate to his grandchildren, the daughters of Ethel Flowers, deceased, reciting thereafter: “This will make my grandchildren, daughters of my deceased daughter, Ethel Flowers an equal portion of my estate,” to his grandchildren, the sons and daughters of Minerva Yard, deceased, and to Ms grandcMldren, the son and daughter of Martha Treadway, deceased, the various devises being followed by the descriptions of the property devised in each case about which there is no contention in this cause. The last paragraph of the will, which immediately precedes the nomination of an executor, reads as follows:

“Furthermore, I give, devise, and bequeath that after the death of my wife, Elizabeth Carroll, all the notes, bonds, money and personal property that shall remain a part of my estate shall be divided equally among my children, with the exception of Mary I. Wright, who has received a larger bequest than the others.”

By a codicil R. V. Carroll was named as the sole executor of the will. After the administration of the estate there remained in the hands of the executor as a part of said estate the sum of $9,000, proceeds of notes, bonds, money and personal property, to be distributed, and the complainants prayed a construction of said will and that said funds be distributed to the living children of said decedent (except Mary I. Wright), namely, Richard V. Carroll, Laura Bell Burton, Lulu May Willis and George W. Carroll, in accordance with the terms of the will.

Appellants by their answer denied that said James Carroll intended in said will that all notes, bonds, money and personal property should go to his children living at the date of the making of the will and surviving said James Carroll, with the exception of Mary I. Wright, but they say that said testator intended, and the correct construction of said will is, that after the death of Elizabeth Carroll, widow, all notes, bonds, money and personal property remaining part of said estate, after paying costs of administration and debts of said estate, should be divided equally among the surviving children of said James Carroll, except Mary I. Wright, and among the issue of such of the testator’s children as had died before said testator, leaving issue surviving said testator and said Elizabeth Carroll, such issue to take per stirpes the shares to which their respective parents would have been entitled, had they survived said James Carroll and said Elizabeth Carroll.

In the order construing the will the court found that it was the intention of the testator to give the personal property involved to testator’s living children, except Mary I. Wright, and construed the will and decreed that the fund should be distributed in accordance with the prayer of the bill of complaint. Appellants have brought the record by appeal to this court for review.

Since the amendment of 1911 to section 50 of the Chancery Act, Cahill’s St. ch. 22, ft 50, the existence of a trust is not essential to the jurisdiction of equity to construe wills where there is doubt or uncertainty as to the rights and interests of parties arising out of ambiguous language in the will. (Bimslager v. Bimslager, 323 Ill. 303; McCarty v. McCarty, 275 Ill. 573; Sherman v. Flack, 283 Ill. 457; Wakefield v. Wakefield, 256 Ill. 296; Ward v. Caverly, 276 Ill. 416.) But it has also been held that where the only point in issue in a bill to construe a will is clearly laid down in a line of decisions, so that it can be regarded as settled law, the will is neither uncertain nor ambiguous and a court of equity will not take jurisdiction under the Act of 1911 where there is no equitable estate to be protected nor equitable right to be enforced. (Greenough v. Greenough, 284 Ill. 416; McCarty v. McCarty, supra; Metsker v. Metsker, 320 Ill. 547.)

The question at issue in this case involves a construction of section 11 of the act concerning “descent,” Cahill’s St. ch. 39, fí 11, and particularly in a case where there are children (legatees) who have died prior to the execution of the will leaving issue, and children who have died many years prior to the execution of the will, leaving no issue, and where there is a provision in the will bequeathing a fund to “the children of testator,” as a class, that it “should be divided equally among my children, except Mary I. Wright.” The section in general has been exhaustively construed, possibly against the weight of authority, but with the better reasoning in Kehl v. Taylor, 275 Ill. 346, and it was held that in a case where the legatee or' devisee died leaving issue, the issue would succeed to the legacy or devise, whether the legatee or devisee died before or after the execution of the will. In Kehl v.

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Bluebook (online)
249 Ill. App. 98, 1928 Ill. App. LEXIS 31, Counsel Stack Legal Research, https://law.counselstack.com/opinion/carroll-v-wilkerson-illappct-1928.