Davis v. Mather

141 N.E. 209, 309 Ill. 284
CourtIllinois Supreme Court
DecidedOctober 20, 1923
DocketNo. 15411
StatusPublished
Cited by30 cases

This text of 141 N.E. 209 (Davis v. Mather) 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
Davis v. Mather, 141 N.E. 209, 309 Ill. 284 (Ill. 1923).

Opinion

Mr. Justice Stone

delivered the opinion of the court:

Appellees filed a bill for partition in the circuit court of Madison county praying partition of certain land alleged to have been devised to them by George H. Davis. Appellants defended on the ground that Davis did not own such land, for the reason that the renunciation of the will of Annie S. Davis, by which renunciation he received the land in question, was not valid. The sole question presented on this record is whether or not a renunciation of a bequest or devise may be made at the direction of the probate court by the next friend of a surviving insane husband, under section 12 of the Dower act.

Annie S. Davis died testate at Alton, Illinois, on October 7, 1917. Her last will and testament was probated in the probate court of Madison county on December 13, 1917. She left no child or children or descendants of any child or children and no father or mother, but was survived by George H. Davis, her husband, a sister and certain nephews, as her heirs-at-law. Her husband was mentally incompetent, and Belle Mather, a sister of the deceased, was-appointed his conservatrix. By her will Annie S. Davis devised a life estate in certain of her real estate to her husband and the remainder thereof to Belle Mather in fee. The latter was appointed executrix of this last will and testament and qualified and acted as such. On November 25, 1918, the probate court entered an order in the matter of the estate of George H. Davis, feeble-minded, finding it to be for the best interest of said ward and his estate that a renunciation be made of the provisions of the will of his deceased wife, and ordered Belle Mather, his conservatrix, to make and file the same, showing that she elected to take for him his legal share of the estate of his deceased wife, as provided by statute. The conservatrix refused to comply with this order, whereupon the probate court made an order appointing a guardian ad litem and next friend for the feeble-minded ward, and ordered and directed the guardian ad litem and next friend to make such renunciation, finding that it was for the best interest of the ward and his estate that such renunciation be made, and ordered that the ward take his legal share of thé estate under the statute. This renunciation in the form prescribed by the statute was filed on the same date. The probate court also entered an order making such renunciation and election on behalf of the ward. Belle Mather, executrix of the will, appealed from this action to the circuit court. That court, on hearing, found it to be for the best interest of the ward that the renunciation be made, approved the action of the probate court in the premises, and entered the same orders as were entered by the probate court. No appeal was taken from this finding and order, so it is established that the renunciation, if valid, was for the best interest of the estate of Davis. Davis died April 20, 1920, •leaving a last will and testament, which was duly probated. Belle Mather was appointed executrix of this will, qualified and performed the duties of that office. After the payment of his debts there remained, aside from his interest under the laws of descent, in the estate of his deceased wife the sum of $7780. By his will Davis devised one-half of all of his estate to the four complainants, appellees in this court, who are his brothers and sisters. The complainants filed their bill in partition, claiming one-half of all the real estate owned by Davis at the time of his death, including the real estate alleged to have passed to him, as heir-at-law of his deceased wife, by reason of the renunciation of her will. On a hearing the chancellor entered a decree according to the prayer of the bill. From this decree Belle Mather and others appealed.

It is contended by the appellants that the alleged renunciation for George H. Davis is null and void, and that no real estate passed to him, as heir-at-law of Annie S. Davis, by reason of any alleged renunciation of her will; that his only interest in the land in question was that of life tenant, which interest came to an end at his death; " that the right of renunciation is a personal right, belonging solely to the devisee; that a renunciation under the facts here could be effected only in a court of general chancery jurisdiction; that the probate court was without jurisdiction of the subject matter and therefore, without power to order a renunciation in behalf of said ward, and that the next friend and guardian ad litem was without power to renounce under the will. No question arises on this record that the renunciation, if valid, was not made in apt time, as provided by the statute.

Section 12 of the.Dower act is as follows: “If a husband or wife die testate, leaving no child or descendants of a child, the surviving husband or wife may, if he or she elect, have, in lieu of dower' in the estate of which the deceased husband or wife died seized, (whether the right to such dower has accrued by renunciation as hereinbefore provided, or otherwise,) and of any share of the personal estate which he or she may be entitled to take with such dower, absolutely, and in his or her own right, one-half of all the real and personal estate which shall remain after the payment of all just debts and claims against the estate of the deceased husband or wife. The election herein provided for may be made whether dower has been assigned or not, and at any time before or within two months after notification to the survivor of the payment of debts and claims, and not afterwards.” •

By section 10 of the Dower act any devise of land or estate therein, or any other provision made by the will of a deceased husband or wife for a surviving spouse, shall, unless otherwise expressed in the will, bar the dower of such survivor in the lands of the deceased, unless such survivor shall elect to renounce the benefit of such devise or other provision of the will. This renunciation, by section 13 of the act, is required to be in writing.and filed in the office of the clerk of the county court and entered by the clerk at large upon the records of said court, and when so filed and recorded it operates as a complete bar to any claim which such survivor may afterwards set up to the benefits which such survivor might take under the provisions of the will.

It is well settled in this State that a provision in a will in lieu of dower is in legal effect an offer by the testator to purchase the dower interest of such survivor for the benefit of the estate. The provision in the will in lieu of dower is the consideration which the testator places upon the right to dower. This consideration such survivor may accept or reject. The relinquishment of dower by such survivor is a valuable consideration for the testamentary gift. A devise or gift in lieu of dower1 is not like other general bequests or devises, but constitutes the purchase price for the dower which such survivor relinquishes, while other devisees are volunteers. (Carper v. Crowl, 149 Ill. 465; Blatchford v. Newberry, 99 id. 11.) The surviving husband or wife is given one of two inconsistent interests in the estate of the deceased spouse. The survivor is under the statute entitled to dower, or under the will to the devise or provision made in lieu of dower, but is not entitled to both dower and the devise under the will.

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Bluebook (online)
141 N.E. 209, 309 Ill. 284, Counsel Stack Legal Research, https://law.counselstack.com/opinion/davis-v-mather-ill-1923.