In Re Estate of Leake

246 N.E.2d 314, 107 Ill. App. 2d 346, 1969 Ill. App. LEXIS 1040
CourtAppellate Court of Illinois
DecidedMarch 20, 1969
DocketGen. 10,959
StatusPublished
Cited by1 cases

This text of 246 N.E.2d 314 (In Re Estate of Leake) 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 Leake, 246 N.E.2d 314, 107 Ill. App. 2d 346, 1969 Ill. App. LEXIS 1040 (Ill. Ct. App. 1969).

Opinion

TEAPP, P. J.

Defendants, James A. Million, Edna Haigh and Allie Winchester, who are the sole heirs of Charles Oliver Leake, testator, appeal from a decree of the Circuit Court, construing the will of the testator on complaint of the plaintiff executors, James Leake and William Stephenson.

In substance the will in question first left all property to the testator’s wife, and then provided:

“Item FOUE: In the event my wife should predecease me, then and in that event I give and bequeath all the rest and residue of my estate to be divided as follows:
“To The Salvation Army, a one-seventh part;
“To Mollie Harney, a one-fourteenth part;
“To Minnie Young, a one-fourteenth part;
“To Charles Bramham, a one-seventh part;
“To Nettie Leake, a one-seventh part;
“To William Stephenson, a one-seventh part;
“To James Leake, a one-seventh part;
“To Opal Stephenson, a one-seventh part;
“In case of the death of MOLLIE HAENEY, MINNIE YOUNG, or either of them, then and in that event the share of the respective parties shall revert back to my residuary estate, and be divided equally among the remaining heirs of my estate. In case of the death of NETTIE LEAKE, JAMES LEAKE and OPAL STEPHENSON, their respective shares shall be distributed among the heirs of said decedents the same as they shall distribute their own estate.”

The testator died July 17, 1964, leaving the will dated July 17,1944, from which the foregoing excerpt is taken. None of the named beneficiaries were heirs of the testator. The testator’s wife, and residuary beneficiaries, Mollie Harney, Minnie Young, Charles Bramham and Nettie Leake, all predeceased the testator. The existing residuary beneficiaries at the death of the testator were The Salvation Army, William Stephenson, James Leake and Opal Stephenson.

The deceased residüary beneficiary, Nettie Leake, died intestate and left descendants who survived the testator. The trial court entered a decree holding that the one-seventh share of Nettie Leake passed to her heirs.

The court held that the one-seventh share of Charles Bramham passed by section 49 of the Probate Act, chapter 3, § 49, HI Rev Stats 1965, to the remaining residuary beneficiaries in equal shares. The decree also provided that by virtue of the trial court’s construction of the will, the respective shares of Mollie Harney and Minnie Young passed to the residuary beneficiaries in equal shares and that the heirs at law of the testator, James A. Million, Edna Haigh and Allie Winchester take nothing under the will and have no interest in the estate of Charles Oliver Leake.

Defendants first contend that there is no ambiguity in the will requiring construction, and second that the gift over in the event of the prior deaths of Mollie Harney and Minnie Young is clearly to the heirs at law of the testator.

Since the beneficiaries of the residuary estate are in no instance heirs of the testator, it is not possible to have the share of Mollie Harney or Minnie Young “revert back to my residuary estate” and at the same time be given to the testator’s heirs at law, who are in no instance, included in the residuary estate. The question whether the will required a construction justifies no extended discussion. It did require construction.

In support of their contention that the testator intended the lapsed gifts to Mollie Harney and Minnie Young to go to the heirs at law, defendants argue that to give the said shares to the residuary beneficiaries would render meaningless the following language:

“Then and in that event the share of the respective parties shall revert back to my residuary estate and be divided equally among the remaining heirs of my estate.”

The reason given for this position is that under the antilapse statute, chapter 3, § 49, 111 Rev Stats 1965, these shares would have gone to the residuary estate without the quoted provision and, therefore, the result reached by the court makes the provision unnecessary and therefore meaningless. They also argue that the primary meaning of the word “heirs” is those persons who would take under the descent statute, and in the absence of compelling reasons otherwise the words must be construed to mean heirs at law as defined by said statute.

The first contention is not convincing for several reasons. It presupposes an intention based upon an anti-lapse statute which did not exist in this form when the will was drawn. The provision of the antilapse statute in 1944 was confined to descendants of the testator. At the time the will was executed there would have been an intestacy except for Item FOUR of the will. Further, defendants’ analysis is confined to one aspect of the provisions of Item FOUR of the will. A different provision was made in the case of the death of other legatees, i. e., Nettie Leake, James Leake and Opal Stephenson. In their case the share was to go to their heirs “the same as they shall distribute their own estate.” The shares of these latter persons would not have been handled in the same manner by the antilapse statute in effect at the time of the execution of the will, or the one in effect at the time of death. For some reason the testator made no provision for the prior death of Charles Bramham or William Stephenson. Finally, if the word heirs in the Item FOUR of the will were to be taken to mean heirs at law, it would render meaningless the provisions therein that “the share of the respective parties shall revert back to my residuary estate.”

Defendants cite numerous Illinois cases which they say sustain the principle that the primary meaning of the word heirs is heirs at law as defined by the statute of descent, and that without compelling evidence from the language of the will or from extrinsic sources, the primary meaning must be accepted. Dillman v. Dillman, 409 Ill 494 at 502, 100 NE2d 567, supports this general statement. Also, in citing In re Estate of Fahnestock, 384 Ill 26, 50 NE2d 733, it states: “On the other hand, the technical meaning of the word ‘heirs’ will not be given effect to defeat the obvious intention of a testator.” Many of the cases cited by defendants in which the question of the meaning of the word “heirs” arises, are cases in which the question really is whether the word heirs in the particular context is a word of purchase, that is naming those who take, or a word of limitation, meaning the indefinite succession of descendants with the resulting application of the Rule in Shelley’s case to establish a fee simple estate in the named life tenant. See Lydick v. Tate, 380 Ill 616, 44 NE2d 583; Havely v. Comerford, 343 Ill 90, 174 NE 830; Fay v. Fay, 336 Ill 299, 168 NE 359 and Meeker v. Steepleton, 309 Ill 337, 141 NE 158.

It has been stated by the Supreme Court of Illinois in many cases and in many forms that the paramount rule in construction of a will is to ascertain and give effect to the intention of the testator.

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424 N.E.2d 87 (Appellate Court of Illinois, 1981)

Cite This Page — Counsel Stack

Bluebook (online)
246 N.E.2d 314, 107 Ill. App. 2d 346, 1969 Ill. App. LEXIS 1040, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-leake-illappct-1969.