Larison v. Record

489 N.E.2d 925, 141 Ill. App. 3d 477, 95 Ill. Dec. 363, 1986 Ill. App. LEXIS 1931
CourtAppellate Court of Illinois
DecidedFebruary 21, 1986
DocketNo. 3—85—0280
StatusPublished
Cited by1 cases

This text of 489 N.E.2d 925 (Larison v. Record) 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
Larison v. Record, 489 N.E.2d 925, 141 Ill. App. 3d 477, 95 Ill. Dec. 363, 1986 Ill. App. LEXIS 1931 (Ill. Ct. App. 1986).

Opinion

JUSTICE STOUDER

delivered the opinion of the court:

Plaintiffs, Joan Larison and Carol Schaubroeck, filed an action in the circuit court of Mercer County against defendant Donna Record, seeking construction of the will of George and Anna Berge. Cross-motions for dismissal, seeking different constructions of the will, were filed by the defendant. The court entered judgment on the pleadings in favor of the defendant. Plaintiffs appeal.

On January 21, 1961, George C. Berge and Anna C. Berge executed their last will and testament, leaving their property first to each other and then, in the event they die simultaneously, to their children: Joan Grace Headley, Carol Jean Schaubreck, and Donna Kay Record, to share equally. (Joan Grace Headley is now known as Joan Grace Larison.) The will made no provision for a bequest upon the death of the survivor if the testators’ deaths were not simultaneous. Both George and Anna had previously been married, plaintiffs are the daughters of George and defendant is the daughter of Anna.

In July 1977 George Berge died.

In July 1983 Anna Berge died.

In November 1983 the will was admitted to probate.

The following relevant provisions were contained in what is labeled their “Mutual Will.”

“*** We, George C. Berge and Anna C. Berge *** being of sound mind *** and desirous of disposing of our property *** after our deaths, respectively, do hereby *** declare this to be our *** joint and reciprocal last Will and Testament ***,
* * *
Second: We give *** each to the other, respectively, all *** of our estate *** jointly and severally *** seized and possessed *** of the one who may die first to the survivor, to be his or her sole and absolute property forever.
Third: In the event that we meet our death in a common disaster *** we hereby give *** all of our property *** to our beloved children *** to share equally.”

Plaintiffs contend the will of George and Anna Berge is a joint and mutual will invoking the construction rule that a court should not hesitate to insert, transpose, or disregard words in a will to arrive at the true intention of the testator by declaring the devise to the surviving spouse in the second paragraph to be a life estate.

In Illinois, the execution of a joint and mutual will by a husband and wife is prima facie evidence of a contract not to revoke the will. Merely mutual wills do not afford such evidence, and specific, clear, and convincing evidence is necessary. (In re Estate of Marcucci (1973), 54 Ill. 2d 266, 296 N.E.2d 849.) The Illinois Supreme Court has held that the taker of property subject to a contract not to revoke the joint and mutual will has only a life estate in that property, at least where there is an express prohibition against sale of the property. Thus, any lifetime gift of property is only a gift of a life estate, and the remainder passes under the will as contracted. First United Presbyterian Church v. Christenson (1976), 64 Ill. 2d 491, 356 N.E.2d 532.

Wills may be joint or mutual, or both joint and mutual. A “joint will” is one where the same instrument is made the will of two of more persons and is jointly signed by them. “Mutual will” may be defined as the separate wills of two persons which are reciprocal in their provisions. A will that is both joint and mutual is one executed jointly by two or more persons, the provisions of which are reciprocal, and which shows on its face that the devises are made one in consideration of the other. (Frazier v. Patterson (1909), 243 Ill. 80, 90 N.E. 218.) The word “joint” goes to the form, and the word “mutual” goes to the substance of what is called a “joint & mutual” will. 97 C.J.S. Wills sec. 1364 at 290 (1957).

The testators were husband and wife who made identical reciprocal provisions for each other in a single instrument; each gave up the right of absolute ownership of property held jointly and severally, each had children by a previous marriage, and the instrument appears to have intended that all the children should receive equal treatment; the property of both testators is treated as a common pool and the dispositions are made by both rather than by each of them individually. This will, being a single instrument and signed by both parties, was labeled a mutual will, and they recognized that it was a joint and reciprocal will since the first paragraph contains the words “do hereby *** declare this to be our *** joint and reciprocal last will and testament ***.” These factors considered together convince us that a joint and mutual will was executed.

Under a fair construction of this will, the absolute and full fee simple title vested in the wife on the death of her husband under the second clause of the so-called mutual will, and the wife had the full right to dispose of the property as she saw fit.

It is difficult to find language more definite for the purpose of showing a devise of an absolute estate in fee to the survivor than is contained in clause second. When the word “Absolute” is used it would have required great clarity of expression in a later clause of the will to cut down the devise to that of a life estate. No such words are used in the instant will.

However, since Anna failed to revoke the “mutual will” by executing a new will, the provisions in the so-called “mutual will,” in issue here, are effective and warrant construction.

In construing a will, the intention of the testator is to be collected from the words of the will itself, and read in the light of the surrounding circumstances. In this respect the duty of the courts is to ascertain the intention of the testator as to the disposition of his property, and, if legal, to carry it into effect. The courts are not required to adhere rigidly to precedents, and little aid is to be derived from a resort to judicial determinations in other cases apparently similar. Adjudged cases may, however, properly be argued from, if they establish general rules of construction, and the courts also recognize the importance of adhering to a course of decisions in the construction of wills where their authority has established a rule of property on which many estates depend (80 Am. Jur. 2d Wills secs. 1128 and 1131 (1975)).

Where a will has been executed, the reasonable and natural presumption is that the testator intends to dispose of his entire estate. Construction of wills leading to intestacy are not generally favored and will be rejected where the language is reasonably effective to dispose of the entire estate, and liberal interpretation is employed to that end. Therefore, in the construction of wills, that interpretation is to be adopted, if possible, which avoids intestacy unless it clearly appears that the testator intended to die intestate. 80 Am. Jur. 2d Wills sec. 1175, at 287 (1975).

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Related

Larison v. Record
512 N.E.2d 1251 (Illinois Supreme Court, 1987)

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Bluebook (online)
489 N.E.2d 925, 141 Ill. App. 3d 477, 95 Ill. Dec. 363, 1986 Ill. App. LEXIS 1931, Counsel Stack Legal Research, https://law.counselstack.com/opinion/larison-v-record-illappct-1986.