Kaiser v. Cobbey

79 N.E.2d 604, 400 Ill. 214, 1948 Ill. LEXIS 334
CourtIllinois Supreme Court
DecidedMay 20, 1948
DocketNo. 30309. Order affirmed.
StatusPublished
Cited by8 cases

This text of 79 N.E.2d 604 (Kaiser v. Cobbey) 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
Kaiser v. Cobbey, 79 N.E.2d 604, 400 Ill. 214, 1948 Ill. LEXIS 334 (Ill. 1948).

Opinion

Mr. Justice Fulton

delivered the opinion of the court:

This is an action in equity brought in the circuit court of Lake County for the specific performance of a contract and the terms of a will made in accordance therewith and in consideration thereof. The complaint was brought jointly by the assignee of all interest in and to, and by the administrator of, the estate of an intestate, primarily against the executor and all legatees and devisees under a subsequent will of the party alleged to be obligated under the contract and testatrix of the will made in accordance therewith, and secondarily against the personal representatives, heirs, legatees and devisees of the other parties to the contract who might claim some interest therein. Certain of the defendants moved to strike for want of equity, which motion, after hearing on March 15, 1947, was allowed and the cause dismissed by an order from which this appeal is taken.

It appears from the pleadings filed herein that on August 13, 1935, Luella Heinroth, aged eighty years, entered into a contract under seal with Alice Heinroth, her sister, a spinster of sixty-six years, and Elizabeth M. Heinroth, her sister-in-law, for the benefit of William C. Heinroth, seventy-six years of age, a brother of Luella and Alice and husband of Elizabeth. The contract in question provides as follows:

“This Agreement made this 13th day of August, A.D. 1935, between Luella Heinroth, hereinafter described as first party, and Alice Heinroth, hereinafter described as second party, and Elizabeth M. Heinroth, hereinafter described as third party, Witnesseth:
Whereas, the first party is about to make her last Will and Testament, and is desirous of providing for her brother William C. Heinroth, although not by said Will.
1. It is hereby covenanted and agreed by and between the parties hereto, that in consideration of the first party bequeathing by her Will the bulk of her estate in equal shares absolutely to the second party and third party, respectively, the said second party and third party agree as follows:
2. The second party, in consideration of the foregoing, agrees and covenants that she will by her Last Will and Testament leave so much of the said property, or avails thereof, bequeathed and devised to her by the first party as she shall have at the time of her death, to William C. Heinroth.
3. The third party, in consideration of the foregoing, agrees and covenants that she will by her last Will and Testament leave so much of the said property, or avails thereof, bequeathed and devised to her by the first party as she shall have at the time of her death, to William C. Heinroth.”

On or about the same date, that is, August 13, 1935, Luella Heinroth executed a last will and testament leaving approximately 4Ó/48ths of her estate to Alice Heinroth and Elizabeth M. Heinroth. Alice Heinroth and Elizabeth Heinroth made no wills at this time.

On April 6, 1936, William C. Heinroth died intestate and left him surviving as his only heirs-at-law and next of kin, Elizabeth, his wife, and Alice and Luella, his sisters. On November 19, 1936, Alice Heinroth died testate leaving a last will and testament. Elizabeth Heinroth died testate on December 16, 1940. Luella Heinroth died at the age of ninety-one years on February 7, 1946, leaving an instrument in writing purporting to be her last will and testament dated May 4, 1942, providing for specific bequests to parties set forth therein with the entire rest, residue and remainder to Jean Aimer Cobbey, who was also appointed executor thereof.

The defendants and cross appellants, Raymond David Tichy, sole heir-at-law and next of kin of Elizabeth, as well as residuary legatee and principal beneficiary under her will, and E. J. Fiolek, administrator de bonis non with will annexed of Elizabeth’s estate, filed their counterclaim for 23/481118 of Luella’s estate by virtue of being the lawful successors to Elizabeth’s interest under the contract and will of August 13, 1935.

The defendant and cross-appellant, Harold Bergan, administrator of Alice’s estate, filed his counterclaim for specific performance of the contract of August 13, 1935, claiming 23/48^5 of Luella’s estate by virtue of being the lawful successor to Alice’s interest under the contract and will of August 13, 1935.

The plaintiffs-appellants, Violet R. Needham and Paul W. Kaiser, the administrator of William’s estate, claim 46/48ths of Luella’s estate by virtue of being, respectively, assignee and lawful successors to William’s interest under the contract of August 13, 1935, and Luella’s will of the same date. The theory of these parties is that the contract of August 13, 1935, was made primarily for William’s benefit, and since they have succeeded to and control all interest of William’s estate they are, therefore, entitled to recover. Violet Needham’s interest as assignee was obtained by two assignments, one from Elizabeth on October 10, 1936, assigning all property which might become distributable to her, Elizabeth, out of the estate of William as his surviving spouse, and the second, an assignment from Alice on September 26, 1936, of all property which might become distributable to her, Alice, out of the estate of William, as his surviving sister.

The defendants, Jean Aimer Cobbey, principal beneficiary and executor of Luella’s will of May 4, 1942, with codicil, and his lesser cobeneficiaries, claim on the theory that the will was revocable and that Luella had the right to change her will of August 13, 1935, even though it had been executed pursuant to and in consideration of the contract of the same date.

The principal pleadings herein consist of the complaint as amended, two counterclaims as amended. and the motion of the several defendants to strike and dismiss. No evidence was taken by the trial court and this appeal, therefore, presents only a question of law on the pleadings in the record. The trial court, after argument on the motion to strike, granted the motion and the appellants’ appeal to this court.

The basis for the contentions of all parties claiming under the contract and will of August, 1935, is that the contract was supported by sufficient and valid consideration in that the release of expectancy as heir presumptive or apparent to an ancestor on an agreement not to contest or question the will furnishes adequate consideration to enforce specific performance of the terms of the contract and will made in accordance therewith and as a part thereof, and that execution thereof under seal imports a consideration; that the contract and will grow out of the same transaction and must be construed together as one instrument, and so construed constitute a completely executed contract creating in praesenti a sufficient vested interest in the beneficiaries thereunder to enforce specific performance thereof upon the death of the promisor, which survived to those claiming under them; and that a legacy given for a valuable consideration does not lapse if the legatee predeceases the testator.

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Cite This Page — Counsel Stack

Bluebook (online)
79 N.E.2d 604, 400 Ill. 214, 1948 Ill. LEXIS 334, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kaiser-v-cobbey-ill-1948.