Lewis v. Lewis

150 Ill. App. 354, 1909 Ill. App. LEXIS 596
CourtAppellate Court of Illinois
DecidedOctober 19, 1909
DocketGen. No. 5,138
StatusPublished
Cited by2 cases

This text of 150 Ill. App. 354 (Lewis v. Lewis) 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
Lewis v. Lewis, 150 Ill. App. 354, 1909 Ill. App. LEXIS 596 (Ill. Ct. App. 1909).

Opinion

Mr. Presiding Justice Dibell

delivered the opinion of the 'court.

The main purpose of this suit was to partition between the devisees the real estate left by H. M. Lewis at his death, but the only controversy upon this appeal relates to a promissory note for the principal sum of $3,300 signed by Norvel Lewis and Mattie V. Lewis, Ms wife, payable to the order of H. M. Lewis, and remaining among Ms papers at his death. The will appointed two of the sons of the testator executors, directed the payment of his debts, and bequeathed $1,000 to his daughter, Effie Besler. The rest of the will was as follows:

“3d. After the payment of my just debts, funeral expenses, and the bequest of One Thousand Dollars to Effie Besler, I order and direct that all the balance of my property, real and personal, be divided into seven equal parts as near as may be practicable and distributed among my children, share and share alike, except that from the share of Norvel Lewis now deceased two promissory notes, one for the sum of Thirty-three Hundred Dollars ($3300.00) dated Jan. 1st, 1891, with interest at six per cent per annum, and one for Twelve Hundred Dollars ($1200.00) dated May 1st, 1894, with interest at six per cent per annum, are to be deducted, that is to say: 1st, To the heirs of my son Norvel Lewis, now deceased, one seventh part except that the two promissory notes before mentioned, viz: one for $3300 and interest and one for $1200 and interest are to be deducted from said share. 2nd. To my daughter Mary Miller one seventh part. 3rd. To my son Jed Lewis one seventh part. 4th. To my son Emory Lewis one seventh part. 5th. To my daughter Sarah Richmond one seventh part. 6th. To my daughter Effie Besler one seventh part. 7th. To my son Ed C. Lewis one seventh part.
I direct that Henry Staat, W. H. Brooks and C. E. Nisely, be appointed Commissioners to appraise my property, real and personal, and divide the same into equal shares as near as may be practicable and set off the same to my heirs as before stated.”

The heirs of Norvel Lewis, all minors, filed a bill and afterwards an amended bill. Sarah Richmond had died before the testator. Her children, all minors, and the other devisees of the testator were made defendants. Both bills charged that Norvel Lewis paid said $3,300 note in full to H. M. Lewis, and that the latter, not having said note in his possession at the time and place of payment, agreed to deliver it to Norvel, but neglected to do so, and that the executors have it in their possession; but that by reason of its payment by Norvel Lewis to the testator it should not be deducted from the share of the complainants, the heirs of Norvel Lewis. The bill prayed, besides other relief not material on this appeal, that said note for $3,300 and the interest thereon, be not charged against complainants nor deducted from their share of the property left by the testator, nor from the proceeds thereof, but that it be delivered to complainants to be cancelled; and that the rights and interests of all the parties in the premises or in the proceeds thereof be ascertained and declared by the court. The adult defendants answered denying that Norvel Lewis paid said note to H. M. Lewis and that the latter agreed to deliver said note to Norvel Lewis; and the answer further averred that even if said note had been paid yet the testator by his will directed that it should be deducted from the said one-seventh of his estate, and that the terms of the will cannot be changed or altered. The executors answered as to the necessity that they should receive a part of the proceeds of the real estate to enable them to pay debts and the legacy. The minor defendants, heirs of Sarah Richmond, filed a formal answer by a guardian ad litem, and also a cross bill, in which they set up their right to participate in the deduction to be made from the shares of the heirs of Norvel Lewis, deceased, for the principal and interest of said $3,300 note, and asked protection in that and certain other matters. The children of Norvel Lewis demurred to the cross-bill on the ground that the equities of the cross-complainants could be adjusted under the original bill. That demurrer was sustained and the cross-bill was dismissed. Thereafter the cause was referred to the master to take and report the proofs, with his conclusions of law and facts. The master took and reported the proofs and his conclusions; and as to said $3,300 note he reported that the principal and interest thereon should be deducted from the one-seventh willed to complainants; that there was no right in fact or authority in law to omit to deduct said note from said share, or to reform, revise or change the will; that the note had not in fact been paid, and that it should not be can-celled and delivered up. Complainants filed twelve objections to said report, which were overruled by the master, and were renewed before the court as exceptions to the report. All but the 5th, 10th, 11th, and 12th of said exceptions relate to said $3,300 note. The court sustained the 3rd, 5th, 10th and 11th exceptions and overruled the others, and decreed, among other things, that the interests of the complainants in the estate are charged with the principal of said $3,300 note, with interest thereon at six per cent per annum from its date. The questions discussed here are whether the note was, in fact, paid; and, if so, whether that fact will relieve the heirs of Norvel Lewis from the deduction, or whether the note must in any event be deducted because the will so directed.

The third exception was that the master found that said $3,300 note had not been paid. That exception was sustained. No cross error has been assigned. At first blush it would seem that because no cross-error is assigned on that ruling, the question whether that note was paid is not presented, but that it is to be assumed that the court held that the note was paid, but must, nevertheless, be deducted in obedience to the will. But the court overruled the seventh exception, which attacked the report because the master failed to find that said note was fully paid by Norvel Lewis to H. M. Lewis, and that H. M. Lewis agreed to deliver said note to Norvel Lewis, not having it in his possession at the time and place of payihent, but that he neglected to deliver it to Norvel Lewis as agreed. This is one of the rulings of the court upon the report which is assigned for error by complainants, and it raises the question whether said note was paid. Apparently the court held that the directions of the will must be obeyed, and it was therefore immaterial whether the note was paid or not.

The first question, therefore, is whether the proof warrants the conclusion that the note was paid, for if it was not paid, then the contention of complainants that the note should have been decreed not to be deducted from their share is necessarily defeated. It is not contended that the note was paid after the will was made, but long before. The note is dated January 1, 1891, and was due one year after date, with interest at six per cent per annum from date. The deed by which it is alleged that payment was made was dated and acknowledged April 16, 1894, was delivered about April 30, 1894, and was recorded on the latter date. The will was drawn and executed on January 13, 1904. The testator died about March 5 or 8, 1905. The will was admitted to probate on April 4, 1905. The alleged payment was therefore between nine and ten years before the execution of the will. The payment was sought to be proved by F. B.

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Bluebook (online)
150 Ill. App. 354, 1909 Ill. App. LEXIS 596, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lewis-v-lewis-illappct-1909.