Condee v. Trout

39 N.E.2d 350, 379 Ill. 89
CourtIllinois Supreme Court
DecidedJanuary 22, 1942
DocketNo. 26462. Decree affirmed.
StatusPublished
Cited by22 cases

This text of 39 N.E.2d 350 (Condee v. Trout) 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
Condee v. Trout, 39 N.E.2d 350, 379 Ill. 89 (Ill. 1942).

Opinion

Mr. Justice Stone

delivered the opinion of the court:

This cause involves the construction of the will of Elbridge Hanecy, deceased, and is an appeal from that part of a decree of the superior court of Cook county which construes the will as evidencing the testator’s intention that his property be divided among his children and grandchildren per stirpes and not per capita.

The complaint in the cause was filed by Ruth IT. Condee individually and as the surviving trustee under the will. The will was dated August 3, 1921, and by it the testator’s entire estate was to be held by the executors and trustees for the benefit of the beneficiaries for a period of fifteen years and then distributed in accordance with the terras of the will. The fifteen-year period expired on December 25, 1940. All provisions of the will were complied with except as to distribution. The complainant alleged in her complaint that by the sixth and eighth clauses of the will it was the manifest intention of the testator that distribution should be made, one equal part to go to each child living, and one equal part to be divided among the children of any deceased child. Various heirs, devisees and legatees were made parties, all of whom, except appellant, either were defaulted or joined in the prayer of the complaint.

The testator was a lawyer of prominence in the city of Chicago. He died December 24, 1925, at the age of 74 years. He was survived by his widow and five daughters, one of whom was without issue, three had two children and the other had three children. During the fifteen-year period following the testator’s death, his widow and two of his daughters died, one, Olive H. Cleveland, who left no children surviving, and the other, Myra H. McCarthy, who left two children surviving. Since the testator’s death two children were born to another daughter, Hazel D. Parkes, so that at the time this bill was filed, his daughter Ruth H. Condee had two children, Myra H. McCarthy, deceased, left two children, Hazel D. Parkes had four children, and Harriet H. Hayes had three children; three children and eleven grandchildren in all.

The sixth and eighth clauses of the will are as follows: "Sixth: At the end of fifteen (15) years after my death I direct that my executors and trustees shall distribute all of my property in equal parts to my children and grandchildren then living. In case of the death of any one of my children leaving heirs of their body or blood, such child or children shall take the part or parts from my estate that would have gone to their mother if living.”

“Eighth: I have every confidence in my said executors and trustees that they will properly care for my said wife and my said grandchildren and the descendants of their bodies, even though in doing so it lessens the amount that each of the other legatees will receive under this Will.”

After the execution of the will the testator executed a codicil which, however, has no effect upon the question involved here.

The sole issue in the case is whether the decree holding the estate should be distributed per stirpes is the correct construction. Appellant contends that the sixth clause clearly directs per capita distribution. Appellees, on the other hand, say that that clause, when considered in its entirety, indicates that the testator did not intend that his grandchildren should take in competition with their living mothers and plainly indicates an intent for a stirpital distribution. x

The duty of the court in matters of testamentary construction is to ascertain the intent of the testator from the words of the will and to give it effect, if the same can be done without violating some rule of law or public policy. (Dahmer v. Wensler, 350 Ill. 23; McCormick v. Hall, 337 id. 232; McCreery v. Burmood, 332 id. 645.) In ascertaining the intention of the testator, consideration is to be given to all the provisions of the instrument taken as a whole, and not alone to any particular sentence or words separated from the rest. (Jordan v. Jordan, 274 Ill. 251; Black v. Jones, 264 id. 548; Eldred v. Meek, 183 id. 26.) The intention of the testator sought to be determined is that intention as expressed by the language of the will and not an intention which existed in his mind but not so expressed. (McCormick v. Hall, supra; Bond v. Moore, 236 Ill. 576; Lomax v. Lomax, 218 id. 629.) Where the beneficiaries designated in a will stand in equal degree of relationship to the testator and the devise or bequest is to inure to the benefit of all of them, courts will ordinarily order a per capita distribution. It is equally the rule that where the devisees or legatees stand in unequal degrees of relationship with the testator, the law favors a construction which results in distribution per stirpes among the beneficiaries. (Dollander v. Dhaemers, 297 Ill. 274; 1 Schuler on Wills, 5th ed. sec. 540.) It is further the rule that when the words “in equal parts” or similar words, are used in a will to indicate an equal division among a class, the intention presumed is that the persons to whom the devise is to be made are to take per capita unless a contrary intention is discoverable from the will. (Straw v. Barnes, 250 Ill. 481; Welch v. Wheelock, 242 id. 380; Auger v. Tatham, 191 id. 296.) This presumption, however, yields readily in favor of a faint indication of the testator that a distribution per stirpes is intended, and if from the will as a whole such, latter intention appears, it will control notwithstanding the use of the words referred to. (Dollander v. Dhaemers, supra; 2 Jarman on Wills, Bigelow, 6th ed. pages 205-206.) It is a matter of universal understanding among intelligent persons that under general laws of inheritance where there are children and grandchildren to take, the grandchildren by one child take in the aggregate only such parent’s portion. Where there is an ambiguity in a will so that a contrary manifest intention does not appear, the presumption that the testator intended his property should go in accordance with the laws of descent and distribution will be applied as an aid in construing the will, and such construction should be given as favors the heirs-at-law or next of kin in preference to their disinheritance or in preference to persons not so closely related to the testator. (Northern Trust Co. v. Wheeler, 345 Ill. 182.) As was pointed out by the Supreme Judicial Court of Massachusetts in Hall v. Hall, 140 Mass. 267, a gift to issue “equally” and “share and share alike” does not require that each of such issue shall have an equal share with the other; that the mandate is satisfied if the issue of equal degree taking per stirpes share equally.

The language of the first sentence of the sixth clause of the will directing that at the time of distribution the same shall be made “in equal parts to my children and grandchildren then living,” standing alone, tends to indicate that a per capita distribution was intended. The last sentence of that clause, however, “in case of the death of any one of my children leaving heirs of their body or blood, such child or children shall take the part or parts of my estate that would have gone to their mother if living,” is an expressed intention that a child or children of a deceased child of the testator shall take per stirpes the share that would have gone to the mother if living at the time of distribution.

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Bluebook (online)
39 N.E.2d 350, 379 Ill. 89, Counsel Stack Legal Research, https://law.counselstack.com/opinion/condee-v-trout-ill-1942.