Carter v. Carter

85 N.E. 292, 234 Ill. 507
CourtIllinois Supreme Court
DecidedJune 18, 1908
StatusPublished
Cited by43 cases

This text of 85 N.E. 292 (Carter v. Carter) 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
Carter v. Carter, 85 N.E. 292, 234 Ill. 507 (Ill. 1908).

Opinions

Mr. Justice Dunn

delivered the opinion of the court:

The questions arising on the record are: (I) Did the children of the second marriage take a vested interest under the will? (2) Did the children of the first marriage inherit from the deceased children of the second marriage ? (3) Are appellants entitled to an allowance for their improvements ?

First—The law favors the vesting of estates at the earliest possible moment, and estates devised will vest in interest at the death of the testator unless some later time for their vesting is clearly expressed by the words of the will or by necessary implication therefrom. (Scofield v. Olcott, 120 Ill. 362; Kellett v. Shepard, 139 id. 433; Grimmer v. Friederich, 164 id. 245; Knight v. Pottgieser, 176 id. 368.) There is no language in the will indicating an intention that the devise to the children should be contingent upon their surviving their mother. A contingent remainder is one limited to take effect either to an uncertain person or upon an uncertain event. It is limited by the instrument creating it either to a person not yet ascertained or not in being, or so as to depend upon an event which may never; happen. It is an estate which is not ready to come into possession at. any moment when the prior estate may end. On the other hand, if the estate is at any time ready to come into possession provided the prior estate should end, then it is a vested estate. Whenever the person who is to succeed to the estate in remainder is in being and is ascertained and the event which by express limitation will terminate the precedent estate is certain to happen, the remainder is vested. The uncertainty which distinguishes the contingent from the vested remainder is not the- uncertainty wlrether the remainder-man will live to enjoy the estate, but whether he will ever have the right to such enjoyment. (Harvard College v. Balch, 171 Ill. 275; Hinrichsen v. Hinrichsen, 172 id. 462; Hawkins v. Bohling, 168 id. 214; Ducker v. Burnham, 146 id. 9.) Here the persons to whom the remainder was given,—the seven children of the second marriage,—were mentioned by name. They were in being and were ascertained. There was no uncertainty as to the persons who should take the remainder, and they had a present capacity to take it at the death of the testator if,the life estate to his widow had then terminated. Neither was there any uncertainty as to the time. The death of the widow was- certain to happen and the particular estate would be .thereby terminated.

It is insisted, however, that a consideration of the whole will indicates a manifest intention on the part of the testator that the interests should not vest until the death of his widow; that the only words of gift are contained in the direction for the division of the property after her death; that the property was intended to be distributed among the children of the second wife as a class, and that only such members of the class as were alive at the time of division were entitled to share in the distribution. By the provisions of his will, outside of the paragraph under consideration, the testator devised his other real estate, about 168 acres, to the children of the first marriage and the grandchild in fee, providing for the equalizing of the shares by the payment of money by two of the children who had received small advancements. Their interests vested at once, and in case of the death of any of them the children of the second marriage would have inherited from such deceased child to the same extent that the children of the first marriage now claim to inherit from, those of the second. There was no distinction in the testator’s treatment of the children of his two marriages, except that on account of the necessity of making provision for the second wife he postponed the distribution of the portion of the property destined for the children of the second marriage until the termination of the life estate which he gave his wife therein. We see no indication in the plan of the testator for the distribution of his estate, or in the language of his will, considered in the light of the circumstances of his situation, of any intention that the vesting of the interests of the children of the second marriage should be postponed until after the death of the widow.

The appellants invoke the general rule that where the devisees compose a class and there are no words of devise except a simple direction to divide the property at a specified time, the gift will not vest until the time of division. (McCartney v. Osburn, 118 Ill. 403; Kingman v. Harmon, 131 id. 171.) The fact that the children are mentioned by name indicates that they were intended to take as individuals and not as a class. But conceding that the devise is to a class and is simply a direction to divide the property at an appointed time, it is said in Knight v. Pottgieser, 176 Ill. 368, that this “general rule is subject to an exception so well established and universally recognized as to practically constitute another general rule, which is: Though a gift arises wholly out of directions to pay or distribute in futuro, yet if such payment or distribution is not deferred for reasons personal to the legatee, but merely because the testator desired to appropriate the subject matter of the legacy to the use and benefit of another for and during the life of such other, the vesting of the gift in remainder will not be postponed but will vest at once, the right of enjoyment only being deferred.” (Scofeild v. Olcott, supra; Grimmer v. Friederich, supra; Carper v. Crowl, 149 Ill. 465.) The devise here is within this exception. The only object in postponing the division of the estate was that the widow might enjoy it during her lifetime or widowhood.

It is contended that the testator created a trust by these words in his will: “Should she again marry, it is my will that the rents of the above described lands be appropriated for the support and education of the following heirs, children of the said Mary Jane Carter and myself: Amanda Ann, James Franklin, Solon, Erasmus, Vanando, Lucullus and Elijah, and at the death of the said Mary Jane Carter said lands to be equally divided, either in parcels or value, amongst the above mentioned children,” and that the title did not vest in the children until the time of distribution. Whether a trust was created by the language above quoted or not, the vesting of the estate in remainder is not affected thereby. “Where a testator devises land to trustees until A shall attain the age of twenty-one years, and if or when he shall attain that age then to him in fee, this is construed as conferring on A a vested estate in fee simple, subject to the prior chattel interest given to the trustees, and, consequently, on A’s death under the prescribed age the property descends to his heir-at-law.” (1 Jarman on Wills, 734; Boraston’s case, 3 Coke, 19; Doe v. Ewart, 7 Ad. & El. 636.) A trust for one until he attains twenty-one, then to pay over, with a gift of the income for maintenance meanwhile, is vested. (Ordway v. Dow, 55 N. H. 11.) Other cases to the like effect are Tucker v. Bishop, 16 N. Y. 402; Verrill v. Weymouth, 68 Me. 318; Lowe v. Barnett, 38 Miss. 329; Paterson v. Ellis, 11 Wend. 259; Provenchere’s Appeal, 67 Pa. St. 463; VanWyck v. Bloodgood, 1 Bradf. (N. Y.) 154. A bequest given by a direction to pay when the legatee attains a certain age, the income being given to the legatee in the meantime, is a present gift, which vests in interest at the testator’s death. Cropley v. Cooper, 19 Wall. 167.

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Bluebook (online)
85 N.E. 292, 234 Ill. 507, Counsel Stack Legal Research, https://law.counselstack.com/opinion/carter-v-carter-ill-1908.