Howe v. Hodge

38 N.E. 1083, 152 Ill. 252
CourtIllinois Supreme Court
DecidedOctober 29, 1894
StatusPublished
Cited by55 cases

This text of 38 N.E. 1083 (Howe v. Hodge) 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
Howe v. Hodge, 38 N.E. 1083, 152 Ill. 252 (Ill. 1894).

Opinion

Mr. Justice Baker

delivered the opinion of the court:

The principal controversy in this case is in respect to the disposition which the testator made, or attempted to make, of the residue of his estate. The main questions at issue are these : First, do the trusts declared in the residuary clause of the will offend the rule against perpetuities ; and second, did the'testator declare any trust as to his tracts of land situated in the State of Illinois which contained one hundred and sixty acres or more in a body.

The polar star in the interpretation of a will is the intention of the testator. This intention is to be gathered from the words and expressions used in the will itself. The different provisions and parts of the instrument are to be compared with and read in the light of each other, so as, if possible, to deduce therefrom an harmonious whole. The general intent of the will is to be carried into effect at the expense of any particular intent, provided such general intent is consistent with the rules of law, for where there are conflicting intents that which is the most important must prevail.

The general scope and plan of the will under consideration were, first, to make provision for the wife of the testator ; second, to make provision for his children ; and third, to make provision for his grandchildren. By the second paragraph of the will he gave to his wife a life estate in the homestead, and gave to her, absolutely, all his household furniture, his horse, cow, carriage and harness, and $20,000 in money. By the third, fourth and fifth paragraphs he gave and devised to each of his three, daughters a life estate in a section of land, or in lands that were equal in quantity to a section, with remainder over in fee to the children of each, respectively. In paragraph 6 he states that he had already deeded a section of land to each of his two sons, and then in section 8 he manifests clearly that it was his intention that all the rest, residue and remainder of his property should, through the machinery of a trust, be appropriated to the use and benefit of his grandchildren.

In the first part of the paragraph he gives to his executors, in trust, all the rest, residue and remainder of his property, both real and personal, and wheresoever situated. This description includes, as being within the purview of the proposed trust, all the land that the testator owned that was not otherwise disposed of by the will, and not only the land that was located elsewhere than in Illinois, and the tracts of land, wherever located, that contained less than one hundred and sixty acres in a body, but also the tracts of land situated in the. State of Illinois that contained one hundred and sixty acres in a body. The testatof then proceeds to declare the trust upon which he gives to his executors all the residue of his property, real and personal. He first says : “All my real estate not situated in the State of Illinois, and all my small tracts of less than one hundred and sixty acres in a body, shall be sold, and the proceeds arising from such sales, and all moneys coming to their hands under this paragraph, shall be invested and kept secured on farm lands, the interest being yearly turned into principal, and the fund thus arising shall be divided among all my grandchildren, as they shall respectively arrive at the age of thirty (30) years.” Now, what is the scheme of this paragraph of the will as thus far read ? Manifestly it contemplated the formation of a trust for accumulation,—the amassing of an aggregate fund until some one of the grandchildren of the testator should reach the age of thirty years. Of what was this fund to be composed ? The proceeds arising from sales of real estate not situated in Illinois and of small tracts of land of less than one hundred and sixty acres in a body were to be one element of the fund. So was interest to be an element, and also interest upon interest yearly turned into principal; also all moneys coming to the hands of the executors and trustees under said paragraph 8. This latter would include all moneys on hand or collected that formed a part of the residuary estate, and also the proceeds realized from sales of personal property that formed a part of said residuary estate. Besides this, as we shall shortly see, still other elements were to enter into the formation of this fund.

Said paragraph 8 then proceeds as follows : “So long as any real estate shall remain unsold, the rent or income from it shall be put and kept at interest, and disposed of in the manner provided for the other funds named in this paragraph.” It is urged in some of the briefs and arguments of counsel that this last quoted sentence disposes only of the income arising from "the lands which the testator had directed to be sold, between the time of his death and the times of sales, and that the expression “so long as any real estate shall remain unsold” can not have reference to lands which he had not authorized the executors to sell. We are unable to see any sufficient reason why said expression cannot have reference to any or all of the lands given to tbp executors in trust. The testator does not say, “so long as any such real estate shall remain unsold,” nor does he say, “so long as any of said real estate shall remain unsold,” nor does he use any like or equivalent language. If he had, then there might be some ground for claiming that the word “such” or the word “said” had reference only to the lands in respect to which power of sale was given in the antecedent sentence. The language here used by the testator is, “so long as any real estate shall remain unsold.”

The rule is, that in construing a will the words and expressions used are to be taken in their ordinary, proper and grammatical sense, unless it already appears from the will that the testator used them in a different sense. The words “any real estate” are broad enough to include, and do include, the tracts of land in this State that contain one hundred and sixty acres or more, as well as the tracts in this State that contain less than one hundred and sixty acres and the tracts elsewhere located. That which the testator undoubtedly meant and intended was, that the trustees should rent all the lands that were unsold,—those that were under the power of sale up to the respective times at which they were sold, and those not under- the power up to the time they were divided among the grandchildren,—and that the rents or income derived therefrom should be put and kept at interest, and form a constituent part of the trust for accumulation or aggregate fund for distribution. “Remain unsold” can be predicated of the real estate not subject to the power of sale, as well as of the real estate under that power.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In re Estate of Hurst
Appellate Court of Illinois, 2002
Estate of Hurst v. Hurst
769 N.E.2d 55 (Appellate Court of Illinois, 2002)
Second National Bank v. Harris Trust & Savings Bank
283 A.2d 226 (Connecticut Superior Court, 1971)
Spaugh v. Ferguson
264 N.E.2d 542 (Appellate Court of Illinois, 1970)
Northern Trust Co. v. North
220 N.E.2d 28 (Appellate Court of Illinois, 1966)
McGlothlin v. McElvain
95 N.E.2d 68 (Illinois Supreme Court, 1950)
Harris v. France
232 S.W.2d 64 (Court of Appeals of Tennessee, 1950)
Hodam v. Jordan
82 F. Supp. 183 (E.D. Illinois, 1949)
Corwin v. Rheims
61 N.E.2d 40 (Illinois Supreme Court, 1945)
Rauschkolb v. Ruediger
60 N.E.2d 250 (Appellate Court of Illinois, 1945)
Jones v. Katz
59 N.E.2d 537 (Appellate Court of Illinois, 1945)
Dial v. Dial
38 N.E.2d 43 (Illinois Supreme Court, 1941)
Sueske v. Schofield
34 N.E.2d 399 (Illinois Supreme Court, 1941)
Sueske v. Schofield
28 N.E.2d 138 (Appellate Court of Illinois, 1940)
Beverlin v. First National Bank
98 P.2d 200 (Supreme Court of Kansas, 1940)
Thomas v. Pullman Trust & Savings Bank
21 N.E.2d 897 (Illinois Supreme Court, 1939)
Leonard v. Chicago Title & Trust Co.
18 N.E.2d 706 (Appellate Court of Illinois, 1939)
Emrick v. Trustees of Gratis Township
25 Ohio Law. Abs. 217 (Montgomery County Probate Court, 1937)
First National Bank v. McIntosh
9 N.E.2d 248 (Illinois Supreme Court, 1937)
McKibben v. Pioneer Trust & Savings Bank
6 N.E.2d 619 (Illinois Supreme Court, 1937)

Cite This Page — Counsel Stack

Bluebook (online)
38 N.E. 1083, 152 Ill. 252, Counsel Stack Legal Research, https://law.counselstack.com/opinion/howe-v-hodge-ill-1894.