In Re Estate of Knight

533 N.E.2d 949, 178 Ill. App. 3d 777, 127 Ill. Dec. 867, 1989 Ill. App. LEXIS 11
CourtAppellate Court of Illinois
DecidedJanuary 11, 1989
Docket88-1890
StatusPublished
Cited by11 cases

This text of 533 N.E.2d 949 (In Re Estate of Knight) 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
In Re Estate of Knight, 533 N.E.2d 949, 178 Ill. App. 3d 777, 127 Ill. Dec. 867, 1989 Ill. App. LEXIS 11 (Ill. Ct. App. 1989).

Opinion

JUSTICE McNAMARA

delivered the opinion of the court:

Teresa Rai Knight, administrator of the estate of Arthur B. Knight, filed a petition in the trial court to construe the joint will of Arthur and Dorothy T. Knight. The petition additionally sought a judgment declaring the second article of the will invalid. The trial court denied the administrator’s petition. The administrator appeals, contending that the second article is invalid and the will should be construed accordingly; that the property should descend and be distributed as intestate estate; and that the provision in the will excluding an heir is without effect as to the property which is not disposed of by the will.

On June 29, 1976, Arthur and Dorothy executed a document entitled “Joint Last Will and Testament of Arthur B. Knight and Dorothy T. Knight.” The second article of the will stated that Arthur and Dorothy “give, devise and bequeath unto the survivor of us all our property of every kind and nature and wheresoever situated, in full and complete ownership.” The fourth article of the will provided for the disposition of the property in the case of simultaneous death. The will made no mention of disposition of the property upon the death of the survivor.

Arthur died on April 16, 1979. On October 1, 1979, Dorothy filed the will in the circuit court of Cook County. Dorothy died on January 1, 1981. No further action was taken with respect to the will until May 6, 1983, at which time the will was admitted to probate. On June 7, 1988, the administrator filed a petition to construe the second article of the will. The administrator asked the court to declare the second article invalid, alleging that the condition precedent to the vesting of Dorothy’s legacy under that article, admission of the will to probate, was not met during, her lifetime. Thus, when Dorothy died, her legacy under that will lapsed, and pursuant to the Probate Act of 1975 (the Probate Act) (Ill. Rev. Stat. 1979, ch. llCP/a, par. 1 — 1 et seq.), Arthur's property must descend and be distributed as intestate estate.

On appeal, the administrator contends that probate proceedings are a condition precedent to the vesting of any legacy. She concludes, therefore, that Dorothy’s failure to probate the will prior to her death resulted in a lapse of her legacy.

The Probate Act provides that a will, when admitted to probate, is effective to transfer the real and personal estate of the testator bequeathed in that will. (Ill. Rev. Stat. 1979, ch. 110Va, par. 4— 13.) A devisee cannot assert his title to property devised to him unless the will is probated and made a matter of record. Eckland v. Jankowski (1950), 407 Ill. 263, 95 N.E.2d 342.

A lapsed legacy or devise is one which does not vest because the legatee dies before the testator (Walker v. Walker (1918), 283 Ill. 11, 118 N.E. 1014), or the legatee, if he survives the testator, dies before his interest vests under the will (Gillett v. Gillett (1902), 109 Ill. App. 75). If a legacy lapses, and there is no other provision in the will disposing of that legacy, the legacy passes as intestate estate. (Ill. Rev. Stat. 1979, ch. 110V2, pars. 4 — 11(c), 4 — 14; Brown v. Leadley (1980), 81 Ill. App. 3d 504, 401 N.E.2d 599.) Therefore, the relevant inquiry here is whether Dorothy’s interest vested prior to her death in 1981.

Generally, a will becomes effective on the date of the testator’s death. (Lloyd v. Treasurer of the State of Elinois (1948), 401 Ill. 520, 82 N.E.2d 470.) The law favors the vesting of estates at the earliest opportunity; estates devised will vest on the testator’s death unless a later time for their vesting is apparent from express provisions in the will. (Geiger v. Geer (1946), 395 Ill. 367, 69 N.E.2d 848.) Under a joint and mutual will, the death of the first testator determines whether the legacy lapses because the interests of the beneficiaries vest on the death of the first testator and not on the death of the surviving testator. (Rauch v. Rauch (1983), 112 Ill. App. 3d 198, 445 N.E.2d 77.) We hold that failure of the survivor to probate a joint and mutual will does not defeat the vesting of a devise.

This determination is not inconsistent with the provision of the Probate Act which states that a will is effective to transfer the estate of the testator upon admission to probate. (Ill. Rev. Stat. 1979, ch. HO1^, par. 4 — 13.) Our courts always have recognized the marked distinction between the vesting of an estate and the right to enjoy possession of that estate. (1 E. Grigsby, Hlinois Real Property §33, at 42 (1948).) The latter is effected by probate proceedings, while the former is not.

Moreover, in Larison v. Record (1987), 117 Ill. 2d 444, 512 N.E.2d 1251, the court found that provisions of a joint and mutual will governed the disposition of property despite the failure of the survivor to probate the will after the first testator’s death. The Larison case is factually similar to this case. In Larison, a husband and wife executed a joint and mutual will devising all property to the survivor of the two, providing for disposition of the property in the case of simultaneous death, and having no provision regarding disposition of the property at the death of the survivor. Upon the husband’s death, the wife filed the will but did not probate it. The will was submitted for probate after her death six years later. The court found that the property passed to the wife upon the husband’s death. (Larison v. Record (1987), 117 Ill. 2d 444, 512 N.E.2d 1251.) Although the Larison court did not specifically address the wife’s failure to probate the will upon her husband’s death, we believe its decision controls our resolution of this appeal.

We additionally find persuasive the case of Royston v. Besett (1938), 183 Okla. 643, 83 P.2d 874. In that case, the court specifically held that under reciprocal wills, title to property vests immediately in the survivor on the death of the testator notwithstanding failure to probate the will. Royston v. Besett (1938), 183 Okla. 643, 83 P.2d 874.

The Larison and Royston decisions are consistent with our jurisprudence in the area of joint and mutual wills. A joint and mutual will is meant to dispose of property owned in severalty, in common, or jointly by the testators. (Bonczkowski v. Kucharski (1958), 13 Ill. 2d 443, 150 N.E.2d 144.) The provisions of a valid joint and mutual will become irrevocable upon the death of one of the testators (In re Estate of Edwards (1954), 3 Ill. 2d 116, 120 N.E.2d 10), and the survivor may not dispose of the property other than as contemplated in the will. (Bonczkowski v. Kucharski (1958), 13 Ill. 2d 443, 150 N.E.2d 144

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

Related

Gan B, LLC v. Sims
575 B.R. 375 (N.D. Illinois, 2017)
Yoon v. Krick (In Re Krick)
373 B.R. 593 (N.D. Indiana, 2007)
In Re Grogg
295 B.R. 297 (C.D. Illinois, 2003)
Dauer v. Butera
642 N.E.2d 848 (Appellate Court of Illinois, 1994)
Colgan v. Sisters of St. Joseph of Carondelet
604 N.E.2d 989 (Appellate Court of Illinois, 1992)
Orso v. Lindsey
598 N.E.2d 1035 (Appellate Court of Illinois, 1992)
Young v. Young
569 N.E.2d 1 (Appellate Court of Illinois, 1991)
Estate of Knight v. Knight
559 N.E.2d 891 (Appellate Court of Illinois, 1990)

Cite This Page — Counsel Stack

Bluebook (online)
533 N.E.2d 949, 178 Ill. App. 3d 777, 127 Ill. Dec. 867, 1989 Ill. App. LEXIS 11, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-knight-illappct-1989.