Keiser v. Jensen

25 N.E.2d 819, 373 Ill. 184
CourtIllinois Supreme Court
DecidedFebruary 13, 1940
DocketNo. 25202. Decree affirmed.
StatusPublished
Cited by24 cases

This text of 25 N.E.2d 819 (Keiser v. Jensen) 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
Keiser v. Jensen, 25 N.E.2d 819, 373 Ill. 184 (Ill. 1940).

Opinions

Mr. Justice Jones

delivered the opinion of the court:

Frank Keiser died testate in DuPage county in 1926. The second and third paragraphs of his last will provide:

“Second. After the payment of such funeral expenses and debts, I give, devise and bequeath to my wife Anna B. Keiser all of my property both real personal and mixed of what nature and kind soever and wheresoever the same shall be at the time of my death.

“Third. If at the decease of my wife, Anna B. Keiser, there should be any real estate or personal property left it is my request that it be divided between my two children, George W. Keiser and Mabel E. Keiser Jensen, to share and share alike.”

At the time of his death decedent was seized of two contiguous lots in the village of Downers Grove improved with a dwelling occupied by him and his wife as a homestead. The widow died testate in 1935. By her last will the real estate mentioned was devised to Mabel E. Keiser Jensen. George W. Keiser filed a suit in the circuit court of DuPage county for partition of the premises, alleging that by his father’s will the widow became seized of a life estate, and the two children with a vested remainer. A decree was entered finding the issues for the complainant and decreeing partition, from which the defendant has appealed.

Appellant contends the second paragraph of the will gave the widow an indefeasible estate in fee simple with absolute power of disposition by will or otherwise; that the third clause amounts, in law, merely to an expression of desire or hope on the part of the testator, and did not create a remainder or executory devise, and that the word “request,” therein, is merely a precatory word which did not limit or curtail the fee simple estate.

The issues require a construction of the two paragraphs mentioned. The purpose of construing a will is to ascertain, and, if possible, to give effect to the intention of the testator. In interpreting a particular provision of a will the law authorizes and requires a consideration of the whole will, and the testator’s intention will be arrived at from a consideration of all the language he has used, in whatever part of the will the language is found. (Bender v. Bender, 292 Ill. 358; Meins v. Meins, 288 id. 463.) Where, in a will, language is used which, standing alone, is sufficient to create an estate of inheritance in the first taker, any subsequent language, in order to cut down such estate, must be clear and unmistakable. (Sweet v. Arnold, 322 Ill. 597; Hempstead v. Hempstead, 285 id. 448.) If it appears from the entire language of the instrument that it was the intention to impose a limitation upon the estate, that intention will be given effect. Gahan v. Golden, 330 Ill. 624; Tripp v. Krauth, 340 id. 11; Knight v. Gregory, 333 id. 643.

The test whether words used in a devise are dispositive or merely precatory is: Does the testator mean by such words to control the disposition of the property ? If so, it is his will no matter how mildly the wish is expressed; but if he simply indicates by such words what he regards as a wise disposition, leaving it to the discretion of the person taking the legal title to the property to dispose thereof, then it is not his will. (Hempstead v. Hempstead, supra.) This is in accord with the rule laid down in Page on Wills, sec. 59; 2 Story’s Eq. Jur. (11th ed.) sec. 1068a; 2 Redfield on Wills, (3d ed.) p. 446.

In determining what the testator meant by the word “request,” account should be taken of the relative situation of the parties, the ties of affection subsisting between them, and the motives which would naturally influence the mind of the testator, as well as the existence of a moral duty on his part toward the party who will benefit from compliance with his desires and recommendations. (Morrison v. Tyler, 266 Ill. 308; Abrahams v. Sanders, 274 id. 452.) The fact that, in the event a trust is declared, the person who will be benefited is a natural object of the testator’s bounty, is entitled to strong consideration in determining whether the word “request” or “desire” in a will imports a command. (Cumming v. Pendleton, 112 Conn. 569, 153 Atl. 175; Merrill v. Pardun, 125 Neb. 701, 251 N. W. 834.) A construction which conforms, as far as possible, to the Statute of Descent is to be preferred. (Dahmer v. Wensler, 350 Ill. 23; Smith v. Garber, 286 id. 67.) Under these principles, it was held in the Connecticut case, supra, that the word “desire,” and in the Nebraska case, supra, that the word “request,” in a subsequent clause after a preceding absolute devise, were intended to be words of command.

Another circumstance frequently held to indicate that precatory expressions were intended to be mandatory is that the person to whom they were addressed is the spouse of the testator, to whom it is not to be expected that commands would be expressed in such forcible language as between strangers. Warner v. Bates, 98 Mass. 274; Murphy v. Carlin, 113 Mo. 112, 20 S. W. 786; Knox v. Knox, 59 Wis. 172, 18 N. W. 155; Swarthout v. Swarthout, Ill id. 102, 86 N. W. 558; Williams v. Williams, 253 Ky. 30, 68 S. W. (2d) 395; Merrill v. Pardun, supra; Colton v. Colton, 127 U. S. 300, 32 L. ed. 138.

According to its context and manifest use, an expression of desire or wish will often be equivalent to a positive direction, where it is the evident purpose and meaning of the testator. (Colton v. Colton, supra.) In line with this doctrine we held in Kirkpatrick v. Kirkpatrick, 197 Ill. 144, that the word “request,” employed in a gift of personal property, and in a gift over of real estate after a life estate with power of disposal, was expressive of the testator’s will. From the language of the entire will in this case and the circumstances of the parties, we think it is clear that the testator intended the word “request” as a positive direction.

Coulson v. Alpaugh, 163 Ill. 298, and Dalrymple v. Leach, 192 id. 51, are cited by appellant for the proposition that the word “request” is a word of entreaty and is not used in an imperative sense. An examination of those cases shows the basis of the holdings was that the gift over, by use of precatory words, failed because the subject matter of the attempted trust was too indefinite. No such contention has been made here.

The remaining question is whether such a gift over is valid when preceded by a devise, which, standing alone, would give the first taker an estate in fee simple. Appellant relies largely upon Sweet v. Arnold, supra. In that case, the provisions of the will in controversy were: “After the payment of my funeral expenses and just debts, all the other and residue of my estate, * * * I give and devise and bequeath to my beloved wife, Hannah J. Stewart, and if at her decease there be any unexpended remainder of my said estate,” one-fourth to be at her disposal, by will or otherwise, and the other three-fourths to go to the testator’s nephews and nieces or their survivors. In holding the gift over was void, the opinion says that in cases where it was held the first taker had a life estate it is to be noted the devise was coupled with an express power of sale or some other clear expression of intention that an estate in fee simple absolute should not be created. It mentions the fact that there was no express power of sale or disposition given Mrs.

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25 N.E.2d 819, 373 Ill. 184, Counsel Stack Legal Research, https://law.counselstack.com/opinion/keiser-v-jensen-ill-1940.