Charlet v. Charlet

125 N.E.2d 91, 5 Ill. 2d 100, 1955 Ill. LEXIS 208
CourtIllinois Supreme Court
DecidedJanuary 21, 1955
DocketNo. 33258
StatusPublished

This text of 125 N.E.2d 91 (Charlet v. Charlet) 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
Charlet v. Charlet, 125 N.E.2d 91, 5 Ill. 2d 100, 1955 Ill. LEXIS 208 (Ill. 1955).

Opinion

Mr. Justice Schaefer

delivered the opinion of the court:

This appeal is from a decree of the circuit court of Henry County ordering partition of three farms among the heirs-at-law of Ferdinand Charlet, who died in 1922, survived by his widow and six sons, Frank, Frederick, John, Carl, Ernest and Bernard.

For some time before he executed his will in 1914, the testator had owned six farms. Two of the farms were 103 acres, two 160 acres, and the other two 240 acres. His six sons all lived with him and assisted in the farming operations, receiving no compensation. Around 1900 the testator’s son Frank withdrew from the family farming operations. His father paid him his “wages” when he left home. Frank rented a farm of his own for a few years, and then in 1904 moved to South Dakota, where he purchased a farm of 320 acres for $12,800, of which $4000 was financed by a loan from the testator for which Frank executed a note. As each of the other sons married he moved onto one of the farms, established his own home, and received the money from the crops which he raised. In 1911 Carl, who did not wish to build a house on land which he did not own, bought the 103-acre farm on which he was living from the testator. The deed recited a consideration of $15,450, but Bernard, who was present at the transaction, testified that Carl in fact paid only $7000, the amount for which the land was originally bought by the testator. In 1914 each of the other sons was occupying one of the remaining farms. Each of them, except Ernest, had erected buildings at his own expense on the farm he occupied. Frederick lived on the other 103-acre farm, John and Ernest each lived on one of the 240-acre farms, and Bernard on one of the 160-acre farms. The other 160-acre farm was not occupied by any of the sons. The value of the farms, while not equal, did not differ greatly.

By the second paragraph of his will the testator bequeathed to his widow all of his household goods and all of his cash, except a sum of $7000 bequeathed to his son Carl, in which the widow was given a life interest. The widow was also devised a life estate in the unoccupied farm of 160 acres and in the testator’s residence in Wethersfield. In the third paragraph the testator bequeathed to Frank the $4000 note which Frank had executed. By the fourth, fifth, sixth and eighth paragraphs the testator devised to Bernard, Ernest, Frederick, and John, respectively, a life estate in the farm which each was occupying, subject to an annual payment to their mother. The seventh paragraph bequeathed to Carl the remainder interest in the $7000 in which the widow was given the life interest. The will made no disposition of the remainder in the real estate devised to the widow, and upon her death in 1930 this property was partitioned and sold and the proceeds distributed according to the laws of intestacy. In 1951 five of the sons had died. Ernest died without issue, and the farm which he had held was also partitioned and sold and the proceeds distributed as intestate property. The other sons, except Bernard, died leaving issue surviving them. Bernard is still living and has one child.

The proceedings below’ commenced with a complaint brought by the widow of Walter Charlet, a son of John Charlet, and by Walter’s four daughters. Walter had predeceased his father. The complaint asked that John’s farm be partitioned among the plaintiffs and the two surviving sons of John. Cross complaints were then filed by the widows and children of Frank, Carl, and Ernest, seeking partition not only of John’s farm, but also of Bernard’s and Frederick’s, among all of the heirs-at-law of the testator. The principal issue made by the pleadings was the proper construction of Ferdinand Charlet’s will. This appeal is from a decree granting the relief prayed in the cross complaints.

The case turns on the construction of the first clause of the ninth paragraph of Ferdinand’s will. That paragraph reads:

“In case any of my said sons shall die leaving issue, born to them, that survive them, it is my will that such issue shall take the lands herein devised to them respectively for life, subject however to whatever burdens there may be thereon under the terms of this will; and in case of the death of any of my said sons before my death, leaving no issue born to them, which shall survive them, it is my will that the widow of such deceased son shall have the use and enjoyment of one-third (1/3) of the land herein devised to such son, as long as she remains his widow. The terms of this clause shall apply only to natural born children and shall in no case apply to adopted children of any of my said sons.”

It should be noted initially that the interest devised to the issue of testator’s sons by the first clause is in fee and is not a life estate. The word “them” refers to the testator’s sons, and the entire phrase “herein devised to them respectively for life” describes the lands which are being devised, that is, the four farms in which life estates had been created by the will. As appellants point out, this qualification was necessary because the opening reference to “any of my said sons” would otherwise include the two sons to whom no interest in a farm had been devised. It follows that the phrase “for life” does not refer to the interest devised to the issue of the testator’s sons.

The appellees do not seriously question this point, but they differ with the appellants as to the circumstances under which any interest at all passes under this clause. The appellants take the clause at its face value as the devise of a contingent remainder in each farm to the surviving issue of the son who was the life tenant of that farm, regardless of whether the life tenant died before or after the testator. The appellees contend that there must be read into this first clause the phrase “before my death,” so that the surviving issue of a life tenant would take an interest in a farm only if the life tenant predeceased the testator. Since Frederick, John, and Bernard all survived their father, their issue would take nothing under this construction, and since the will makes no further disposition of the property upon the death of the life tenants, the fee would descend by intestacy to the heirs-at-law of the testator.

The appellees’ argument in favor of their construction of the first clause is based on the occurrence of the phrase “before my death” in the second clause of the paragraph. They maintain that the clauses must be read as alternatives, both referring to the single possibility of the death of a son prior to the testator, the first clause dealing with death with issue, and the second with death without issue. This reading, they maintain, is required both by a general rule of construction laid down in our decisions, and by the necessity of rendering the terms of this particular will consistent and meaningful. In support of their position the appellees cite our decisions in Williamson v. Carnes, 284 Ill. 521; Brittain v. Farrington, 318 Ill. 474; and Duryea v. Duryea, 85 Ill. 41. See also Caslavka v. Caslavka, 194 Iowa, 52, 188 N.W. 4; Walton v. Wormington, 89 Colo. 355, 2 Pac. 2d 1088; Gibson v. Walker, 20 N.Y. 476.

The Williamson case is illustrative.

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Related

Walton v. Wormington
2 P.2d 1088 (Supreme Court of Colorado, 1931)
Brittain v. Farrington
149 N.E. 486 (Illinois Supreme Court, 1925)
Gibson v. . Walker
20 N.Y. 476 (New York Court of Appeals, 1859)
Duryea v. Duryea
85 Ill. 41 (Illinois Supreme Court, 1877)
Williamson v. Carnes
120 N.E. 585 (Illinois Supreme Court, 1918)
Caslavka v. Caslavka
194 Iowa 52 (Supreme Court of Iowa, 1922)

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Bluebook (online)
125 N.E.2d 91, 5 Ill. 2d 100, 1955 Ill. LEXIS 208, Counsel Stack Legal Research, https://law.counselstack.com/opinion/charlet-v-charlet-ill-1955.