Defrees v. Brydon

275 Ill. 530
CourtIllinois Supreme Court
DecidedOctober 24, 1916
StatusPublished
Cited by12 cases

This text of 275 Ill. 530 (Defrees v. Brydon) 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
Defrees v. Brydon, 275 Ill. 530 (Ill. 1916).

Opinion

Mr. Chief Justice Craig

delivered the opinion of the court:

In construing wills the constant effort of the courts is to ascertain and give effect to the intention of the testator as expressed by the language of the whole will and to give effect to the same in so far as is consistent with the established rules of law and the public policy of the State. (Morrison v. Tyler, 266 Ill. 308; Howe v. Hodge, 152 id. 252.) This rule is as old as the law of wills itself and a necessary part of it, as any other rule would defeat the very object in permitting a disposition to be made of property by last will and testament. The intention is to be gathered from a consideration of the whole will and all of its parts, and not from the isolated sentences, clauses or paragraphs of which it is composed. (Black v. Jones, 264 Ill. 548.) Where it consists of an original will and one or more codicils, all are to be construed together as an entirety or one instrument. (40 Cyc. 1421; Fry v. Morrison, 159 Ill. 244; Hubbard v. Hubbard, 198 id. 621.) In cases of doubt, where some of the provisions of a will or codicil have been revoked by a later one, resort may be had to the revoked provisions as an aid in gathering the intention of the testator as expressed by his later acts. (Langdon v. Pickering, 19 Me. 214.) When so construed the question here presented is, what was the intention of the testator as expressed by the language used in the will in the case at bar ?

When resort is had to the provisions of the original will by which the trust was created, and which are superseded by the later provisions contained in the tenth item of the first codicil, it will be seen that the only substantial difference between the provisions of the two instruments in this respect is, that by the codicil the terms of the trust are so enlarged as to include all of the children of the testator, and the words “or afterwards” were added after the words, “if any of said children shall die before I do,” in that part of the will wherein provision is made for the disposition of the property in case of the death of any of the testator’s children without leaving issue during the lifetime of the testator. The codicil makes no change, however, in the character of the estate given, the time of its vesting or the time or manner of terminating the trust estate and the making of a division of the corpus of such estate among his children.

By the tenth item of the first codicil the testator gives the residue of his estate to trustees, “in trust for the sole use, ownership, benefit and behoof” of his five children, “in equal parts, share and share alike, they, my said children, each to have, hold and own the one-fifth part of the proceeds thereof annually, and when the fund shall be divided by said trustees or their successors, to have the one-fifth part of the principal thereof to her or him or her or his heirs forever, but until such division and the termination of the trust to be subject to the trust hereby made.” Had the testator stopped here there could be no question as to his intention or the character of the estate taken by each of his children. By apt and appropriate words expressing his intention as clearly as words could express it, he declares that the property is to be owned by his children and become theirs or their heirs forever, subject only to the provision of the trust therein created, which may be terminated at any time, in the discretion of the trustees. After making the foregoing provision, however, the testator proceeds as follows: “If any of said children shall die before I do, or afterwards, without leaving issue, such deceased child’s share shall go, and is hereby bequeathed, to my surviving children and their heirs, equally. In all cases the child or children of any of my children who may die shall take his or her deceased parent’s share only. If any of my above named children shall die leaving issue and such issue shall die childless, then in that case all property derived from me shall go to my other children and their -heirs, such heirs to have only their ancestor’s part in any case.”

Executory devises are applicable to testamentary dispositions of personal property as well as real estate. In the case of personal property the limitation is more properly termed an executory bequest. (40 Cyc. 1648; Glover v. Condell, 163 Ill. 566.) The will in this case disposes of real and personal property. Whenever a will purposes to dispose of real estate and personal property in the same words and in the same connection, and it is manifest that the testator intended both to go together, it is held the will must be so construed. Mulvane v. Rude, 146 Ind. 476, and cases cited.

Appellants insist that by use of the above language the testator limited and qualified the estate granted so that it became a base or determinable fee, liable to be divested in the event any of the children died without leaving issue. Appellee insists that by the above language the testator only • intended to provide against intestacy in the event of the death of any of his children without leaving issue, having in mind the rule that where a devisee or legatee dies during the lifetime of the testator, the devise or bequest to such child lapses and is to be distributed as intestate property. (Haight v. Royce, 274 Ill. 162; Dorsey v. Dodson, 203 id. 32; Magnuson v. Magnuson, 197 id. 496; Schumaker v. Grammer, 200 id. 48.) With the contention of appellee we do not agree. In the devising or granting clause the testator gives the estate to his children, naming them, and "to his or her heirs forever,” and also provides for the contingency of any child’s death after the death of the testator as well as before. This is inconsistent with an intention to provide only against intestacy in case any child’s death should occur prior to that of the testator, for the reason that if a child did not die until after the death of the testator, the property devised to him or her would not descend as intestate property but would immediately vest in such child or his or her heirs upon the death of the testator and descend to such child’s heirs in case of the death of such child after the death of the testator, in accordance with the laws of his domicile. Language was used in the sixth item of the original will similar to that used in the tenth item of the first codicil, with the exception that no provision was there made for the contingency of the death of a child after the death of the testator. In the tenth item of the first codicil this contingency is provided for by the addition of the words “or afterwards” after the words “before I die,” as contained in the original will.

While it is true that where the same or similar words are used in different parts of the same instrument the presumption is that the testator used them in the same sense in each instance, (Madison v. Larmon, 170 Ill. 65,) this presumption cannot prevail where the words are used in connection with other words not contained in the former instrument, which explain, change or modify the legal effect of the words as used in such former connection. By the addition of the words “or afterwards,” in the tenth item of his first codicil, the testator extended the provisions of that item so as to include the death of a child or children after his death as well as before, and thus negatived any presumption that it was his intention by the above item to provide only against intestacy as to any part of his estate in case of the death of any of his children without leaving issue, which would not occur in case of the death of such child after the death of the testator.

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Bluebook (online)
275 Ill. 530, Counsel Stack Legal Research, https://law.counselstack.com/opinion/defrees-v-brydon-ill-1916.