Hemphill v. Fanning

212 Ill. App. 543, 1918 Ill. App. LEXIS 99
CourtAppellate Court of Illinois
DecidedOctober 22, 1918
StatusPublished

This text of 212 Ill. App. 543 (Hemphill v. Fanning) is published on Counsel Stack Legal Research, covering Appellate Court of Illinois primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hemphill v. Fanning, 212 Ill. App. 543, 1918 Ill. App. LEXIS 99 (Ill. Ct. App. 1918).

Opinion

Mr. Justice Graves

delivered the opinion of the court.

William Hounsley, deceased, died at Carlinville, leaving a wife, Charlotte Hounsley, a son Thomas, and Ida Hounsley, the wife, and Ruth and Wayne Hounsley, .the children of a deceased son, William H. Hounsley, who together constituted all of the persons whom he regarded as the natural objects of his bounty, or at least they were the only persons he mentioned in his will as beneficiaries thereunder.

Appellee is the executor of the will. The widow of the testator and the son Thomas lived in or near Carlinville. Ida, the widow of the deceased son, William H., lived in Colorado where her children also lived. In the will of William Hounsley the elder, deceased, he gives to his wife Charlotte for life the use of the house and lot in Carlinville, where he lived with his wife when he made the will and until his death in 1915. He also gave her for life the rents, profits and income from all the rest of his real estate, and all the incomes and profits from all his personal property. He then gives to her “absolutely, so much of the principal of said personal property as she shall request for her use, comfort, pleasure or benefit.” He then directs his executors to invest his “personal property” in interest bearing securities; to give to the wife at all events the income therefrom and under certain circumstances to give to her the principal thereof.

It is the construction of these provisions with reference to the use hy the widow of the principal of the personal estate that is involved in this litigation.

In the last part of February, 1916, appellee went to see Charlotte Hounsley, the widow, at the suggestion of Thomas, and she then made a verbal request of appellee that all or substantially aE of the personal property be given to her. Appellee declined to do so unless protected by an order of court, inasmuch as the amount she asked for was in excess of her personal needs. She then told appellee she wanted to give it to Thomas to equalize his share of the estate as far as she could. Thomas was present when the request was made for the personal property. At that time Charlotte had not used aE of the income from the estate and had used none of the principal.

On March 10, 1916, the widow filed in the Probate Court her petition for an order on appeEee as executor of her husband’s estate to turn over to her aE the personal estate in the hands of the executor except one note for $500 inventoried as doubtful. In that petition she states that she is thereby exercising the option contained in the clause of the wiE last above quoted. On April 4,1916, and before this petition had been heard, Charlotte, the petitioner, died, leaving a will dated March 8, 1916, which was afterwards probated. She was at the time of her death 77 or 78 years old. To both the will and the petition the signature of Charlotte is evidenced by her mark and is witnessed by Jesse Peebles. Whether these papers were signed by Charlotte in this way because of her lack of education or because of difficulties arising from the infirmities of years does not appear. After the death of Charlotte her executor has taken the position that the property included in the demand made by Charlotte on appeEee and particularly described in her petition filed in the Probate Court became, from the time of the first demand by her, her individual property to do with what she pleased, and that he as her executor is entitled to have it turned over to him to administer. The County Court entered an order in and by which the prayer of the petition was denied. From that order appellant took an appeal to the Circuit Court. Before a hearing on this petition was had in the Circuit Court a bill in chancery was filed in that court by appellee here to construe the will of William Hounsley, deceased, and the two cases were consolidated and heard as one case. The Circuit Court entered an order construing the will of the said William Hounsley, deceased, to give to the said Charlotte Hounsley no title in the principal of the personal property of the said testator that she could bequeath or give to any person; and held that the demand by her that it be turned over to her for any other purpose than her personal use was not within any right or power vested in her by said will; that upon her death what remained of the personal estate of the said testator, after paying the costs and expenses of administering his estate and the special bequest of $250 to Thomas, became the property of the widow and children of William H. Hounsley, the deceased son of the testator, and that the executor of the estate of Charlotte was not entitled to administer upon it.

The whole scope of the will discloses a purpose on the part of the testator first of all to suitably provide for his wife, and next to have Ruth and Wayne Hounsley, the children of his deceased eldest son William H. Hounsley, eventually receive the great bulk of his estate. To that end he has carved out life estates and uses for his wife and in one instance a remainder for life to his son Thomas, and has then taken care to provide that subject to these life estates and uses these grandchildren shall have, it all, except $250 of the personal estate which he gives to his son Thomas-outright, and one-third of the personal property remaining after the death of Charlotte and the payment of the special legacy of $250 to Thomas, which is given to Ida Hounsley, and a one-third interest in the house and lot where he lived and died, which is also given to Ida Hounsley, the widow of his son William H. Even the real estate in which Thomas is given a life estate subject to his mother’s life use the will provides shall go, in the end, to these children of his deceased son William, provided Thomas shall die childless. He has even taken pains to provide that what he gives to his wife shall be in lieu of all her statutory rights in his estate. It was his manifest purpose, as disclosed by a study of his whole will, to leave no part of his property undisposed of and to so dispose of it that he knew who was going to get it. For some reason undisclosed, it appears to have been his fixed purpose that Thomas should have but $250 absolutely. There is no intention on the part of the testator manifested anywhere in the will to give to the widow Charlotte any part of the principal of the personal property for any other use or purpose than her personal use for her personal comfort, pleasure or benefit.

The will must be so construed as to carry out the intention of the testator if the same can be lawfully done and not do violence to the language employed.

The first part of the devise in question is perfectly clear. It gives to the widow for life “all the incomes and profits from all of the personal property” of which he should die possessed. Then follows this language:

“And to her, my said wife, I give and bequeath absolutely, so much of the principal of said personal property as she shall request for her use, comfort, pleasure or benefit. * * * That my said executors invest the personal property of my estate in interest bearing securities, and keep the same invested in manner and form as to their judgment seems safe, and pay the income derived therefrom, less all proper charges against the same, to my said wife, promptly upon its receipt.

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Bluebook (online)
212 Ill. App. 543, 1918 Ill. App. LEXIS 99, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hemphill-v-fanning-illappct-1918.