Dunshee v. Dunshee

182 Ill. App. 599, 1913 Ill. App. LEXIS 533
Procedural entryThis page is a short order in Dunshee v. Dunshee. Read the opinion of the Court — 179 Ill. App. 290
Appellate Court of Illinois·Decided August 2, 1913·No. Gen. No. 5,769·Published

Opinion

Mr. Justice Carnes

delivered the opinion of the court.

A bill in chancery was filed by George W. Dunshee, Frank S. Dunshee, John Dunshee, Charles Dunshee and Edna Dunshee Mann, five devisees of Robert Dunshee, deceased, against Sadie K. Dunshee, the widow, E. Harry Carpenter, the executor, and LeRoy Houghton, Harry Houghton, Jane Bennett, Hudson Dunshee and Leonora Nichols, five legatees, making also defendant Richard Groharing a devisee. The main purpose of the bill is to compel the five defendants to contribute from their legacies to'reimburse complainants for losses sustained by the renunciation and election of the widow, and consequent taking by her of one-half the land specifically devised to complainants respectively. The executor, Richard Groharing, and Hudson Dunshee were defaulted for want of answer, the other five defendants filed a general demurrer which was sustained by the court and the bill dismissed for want of equity. Complainants Frank, John and Charles Dunshee bring the case here on appeal.

It appears from the bill as amended that Robert Dunshee died testate in Carroll county, Illinois, March 2, 1910, leaving surviving him no descendant, but leaving a widow and an estate valued at $240,000, about half of which was real estate, and the other half personal property, principally negotiable paper. By his will he gave his wife two hundred acres of farm land worth about $20,000, chattel property on same worth about $1,000 and the sum of $1,000 in money. To the five complainants he devised lands as follows: to his nephew Charles Dunshee farm lands worth $24,000; to his nephew John Dunshee farm lands worth $15,000; to his nephews Frank and George Dunshee and his niece Edna Mann, as tenants in common, farm lands worth $23,000, accompanying the gifts of the several parcels of land with bequests of chattels thereon worth about $1,000. He bequeathed to five defendants personal property as follows: to his nephew LeBoy Houghton $7,500, “to be paid in the form of notes, mortgages and certificates of deposit belonging to my estate,” and the further sum of $7,500, to be paid out of like funds, in trust for Harry Houghton, a grandson of testator’s sister; to his sister Jane Bennett $15,000, “to be paid in the form of notes, mortgages and certificates of deposit belonging to my estate;” to his sister Leonora Nichols $15,000, to be paid from like funds; and to Ms nephew Hudson Dunshee $4,000, “to be paid in cash and notes and certificates of deposit belonging to my estate.” He also devised to defendant Bichard Groharing, who does not appear to be a relative, farm lands of the value of $20,000, with chattels thereon of the value of $1,000. And by a general residuary clause disposed of the rest of his property as follows: to said five complainants, Charles Dunshee, one-third; Frank S. Dunshee, one-ninth; George W. Dunshee, one-ninth; Edna D. Mann, one-ninth; and John Dunshee, one-sixth; and to defendant Hudson Dunshee, one-sixth. Defendant E. Harry Carpenter was named as executor of the will and qualified and is still actmg as such, with the settlement of the estate still pending in the County Court. He was by the will given power to sell real , estate and charged with the care and management of that part of the land not specifically devised, until time of distribution, and the several specific devisees were directed to take immediate possession of the real estate devised to them respectively, together with the chattel property bequeathed thereon, and manage the same as they might see fit, testator stating that he believed there were sufficient notes and mortgages to much more than pay all debts remaining after his decease.

The widow renounced the provisions of the will in her favor and became entitled to one-half of all the personal and real estate after payment of debts; and in a partition proceeding begun by her, her interest in the real estate was severed from that of the several specific devisees. The claims against the estate, which were of a small amount, were fully paid in due course of administration. The real estate devised to, and renounced by the widow, was sold in the partition proceeding and she received one-half the proceeds thereof and the residuary legatees the other half under the provisions of a decree in the case of Dunshee v. Dunshee, which was before the Supreme Court and the opinion reported in 251 Ill. 405.

It was alleged in the bill as originally filed that the residue of the estate left to the residuary legatees was of the value of $60,000, and that the partition proceeding was then pending and undetermined. It is alleged in the amended bill that the partition proceeding is terminated; that the residue of said estate was $15,000, “which said sum was taken by Sadie K. Dunshee on her renunciation” and afterwards stated in the amended bill that “there is a residuary fund of $5,000, now in the hands of said executor,” and it is prayed that the executor be enjoined from making further payments to legatees until the assets of the estate be marshalled and their liability to contribute be fixed and determined and averred “that there is sufficient and ample funds in said residuary estate and in the general legacies aforesaid to meet and pay said widow all her claims in full without recro aching or taking any part of the specific devises. What disposition may have been made in the County Court of the specific bequest of chattel property worth $1,000 to the widow does not appear, neither does it appear whether there was any real estate that passed into the residuary fund, other than the two hundred acres devised to and renounced by the widow. We may infer that the condition of the estáte materially changed after the filing of the original bill and before the filing of the amended bill. The amendment, however, purports to state facts in existence at the time of the filing of the original bill and we will so treat it. It is averred that the residuary legatees received the proceeds of the sale of the land renounced by the widow, whether they received them in the proportion of their respective losses as specific devisees does not appear. Hudson Dunshee was a residuary legatee and not a disappointed devisee. "What part he received is not stated. The bill was not framed for the purpose of obtaining a redistribution of the proceeds of the land renounced by the widow and we do not find in it the necessary allegations upon which to base relief. Appellants in their brief say the bill was dismissed for want of equity “on the ground that personal property could not be compelled to pay or contribute to the loss of real estate by disappointed devisees.”

That it is within the province of. a court of equity to take hold of the estate renounced and distribute it equitably among disappointed legatees is clear on the authority of Lewis v. Sedgwick, 223 Ill. 213; Kincaid v. Moore, 233 Ill. 584; and Wakefield v. Wakefield, 256 Ill. 296. It is clear on the authority of those cases that the doctrine of abatement of legacies is applied in this as in other cases requiring residuary and general legacies to abate before special legacies; and in the Wake-field case, supra, the Court quoted with approval the rule stated in Pomeroy’s Equity Jurisprudence (vol. 1, sec. 517) as follows: “A court of equity will then sequester the benefits intended for the electing beneficiary in order to secure compensation to those persons whom his election disappoints. This rule is applied in many of the American cases cited below to elections made by widows in favor of their dower and against the testamentary provisions, whereby the interests of other devisees were disturbed.

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Dunshee v. Dunshee, 182 Ill. App. 599, 1913 Ill. App. LEXIS 533 (Ill. Ct. App. 1913).

182 Ill. App. 599 (Dunshee v. Dunshee) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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