Kohtz v. Eldred

69 N.E. 900, 208 Ill. 60
CourtIllinois Supreme Court
DecidedFebruary 17, 1904
StatusPublished
Cited by38 cases

This text of 69 N.E. 900 (Kohtz v. Eldred) 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
Kohtz v. Eldred, 69 N.E. 900, 208 Ill. 60 (Ill. 1904).

Opinion

Mr. Chief Justice Hand

delivered the opinion of the court:

The language, “all the rest, residue and remainder of my estate, both real and personal, together with my life insurance, I give, devise and bequeath to my executor hereinafter named, in trust for my two children, Oscar H. Harz and Alma Harz, to be divided equally between both my children, share and share alike,” found in the sixth paragraph of the will, is ample to carry the equitable fee in the property covered by that paragraph to Oscar H. and Alma Harz, share and share alike, and the estate thus given to the children of the testator can only be cut down to a life estate by other subsequent provisions found in the will which express the intention so to do in clear and unambiguous language. In Roberts v. Roberts, 140 Ill. 345, on page 349 it is said: “The rule of construction is, that where an estate is given by one clause or part of a will it cannot be cut down or taken away by a subsequent clause except by clear and unambiguous terms, and it is sometimes said that in order to give the latter clause that effect its language must be as clear as that of the clause giving the estate.”

It is said, however, the following language, “should either of my above named children die leaving no issue surviving them, then the share of such deceased child shall go to the survivor of them, and if both my children should die leaving no issue surviving them or either of them, then I direct that my estate shall be divided as follows,” immediately following the language which, standing alone, would invest the children of the testator with an equitable fee, does clearly show the testator intended his children should take only the net income for life in the property remaining after the payment of his debts and the specific bequests provided to be paid by the will. The soundness of this contention depends upon whether the words “die leaving no issue surviving them,” found in said paragraph, refer to the death of said children, or either of them, before the death of the testator, or refer to their death at a time subsequent to the death of the testator. If the former is the true meaning of said language, the gift over to the other beneficiaries named in the will was substitutionary, merely, depending upon the contingency of the death of the primary devisees in the lifetime of the testator and designed to prevent a lapse, and both of said children having survived the testator, the contingency upon which the other beneficiaries named in the will were to take could never happen, and the equitable fee immediately became vested in said children, share and share alike, upon the death of the testator. From an examination of the entire will we are of the opinion that the language “die leaving no issue surviving them,” used in the sixth paragraph of the will, refers to the death of said children, or either of them, during the lifetime of the testator.

Mr. Jarman (2 Jarman on Wills, 752,) says the rule is well established that where property is given by will to one person and in case of his death to another, if the primary devisee survive the testator he takes the estate devised absolutely. In Vanderzer v. Slingerland, 103 N. Y. 47, the court held the rule thus announced by Mr. Jarman applies with equal force to real an d personal property, and said on page 53: “The authorities in this country uniformly sustain the construction that where there is a devise or bequest simpliciter to one person and in case of his death to another, the" words refer to a death in the lifetime of the testator.” And again, on page 55: “Where real estate is devised in terms denoting an intention that the- primary devisee shall take a fee on the death of the testator, followed by a devise over in case of his death without issue, it has, I think, been uniformly held in England, and it is the rule supported by the preponderance of judicial authority in this country, that the words refer to a death without issue in the lifetime of the testator, and that the primary devisee surviving the testator takes an absolute estate in fee simple.”

In Wright v. Charley, 129 Ind. 257, (28 N. E. Rep. 706,) the testator devised his real estate not specially devised, to five of his children equally, and provided by a subsequent paragraph of his will that “in case of the death of either of my children except William M., and they leave no children, the property bequeathed to them by this my last will and testament be divided between my children, except William M. ” The five children all survived the testator. The lands devised were divided in accordance with the terms of the will, and one of the daughters having subsequently died childless, a contest arose over the land allotted to said daughter, between her surviving husband, who claimed as heir, and her brothers and sisters, who claimed under their father’s will. The court held that the words “in case of the death of either of my children,” referred to their death prior to the death of the testator, and that the husband took, as heir, under the statute. The court said: “It is the well-settled doctrine that the courts of this country will so construe a will, when not inconsistent with the intention of the testator, as to prevent the title to real estate from remaining contingent, and, unless there are plain indications of a contrary intent, will consider the entire title as vested in those claiming under the will, rather than in abeyance. (Wills v. Wills, (Ky.) 3 S. W. Rep. 900; Heilman v. Heilman, 28 N. E. Rep. 310.) In accord with this rule.it is said by Mr. Jarman to be an established rule that where a bequest is simply to one person and in case of his death to another, the primary devisee surviving the testator takes absolutely. This rule applies to both personal and real estate, and the authorities in this country uniformly sustain the construction that in a devise or bequest slmpliciter to one person and in case of his death to another, the words refer to a death in the lifetime of the testator. (2 Jarman on Wills, 752.) This rule is fully sustained by the authorities. (Moore v. Lyons, 25 Wend. 119; Kelly v. Kelly, 61 N. Y. 47; Briggs v. Shaw, 9 Allen, 516; Whitney v. Whitney, 45 N. H. 311; Vanderzee v. Haswell, (N.Y. App.) 8 N. E. Rep. 247; Reams v. Spann, (S. C.) 2 S. E. Rep. 412; Wills v. Wills, (Ky.) 3 S. W. Rep. 900; Hoover v. Hoover, 116 Ind. 498; 19 N. E. Rep. 468; Harris v. Carpenter, 109 Ind. 540; 10 N. E. Rep. 422.) So, too, another well-established rule is, that where real estate is.devised in terms denoting an intention that the primary devisee shall take a fee on the death of the testator, coupled with a devise over in case of his death without issue, the words refer to a death without issue during the lifetime of the testator, and that the primary devisee surviving the testator takes an absolute estate in fee simple.— Clayton v. Lowe, 5 Barn. & Ald. 636; Gee v. Mayor, etc. of Manchester, 17 Adol. & E. (N. S.) 735; Woodburne v. Woodburne, 23 L. J. Ch. 336; Doe v. Sparrow, 13 East, 359; Quackenbos v. Kingsland, (N. Y. App.) 6 N. E. Rep. 121; Livingston v. Greene, 52 N. Y. 118; Embury v. Sheldon, 68 id. 227; Mickley's Appeal, 92 Pa. St. 514; Heilman v. Heilman, 28 N. E. Rep. 310.”

In Fishback v. Joesting, 183 Ill. 463, the testator gave the residue of his estate to his widow and child or children, and provided: “If it shall happen that myself, my wife, my child or children shall depart this life without my child or children have no heirs, in such a case all of my property shall be disposed of as follows.” The widow and one child, a girl, survived the testator.

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Bluebook (online)
69 N.E. 900, 208 Ill. 60, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kohtz-v-eldred-ill-1904.