Lombard v. Witbeck

51 N.E. 61, 173 Ill. 396
CourtIllinois Supreme Court
DecidedJune 18, 1898
StatusPublished
Cited by30 cases

This text of 51 N.E. 61 (Lombard v. Witbeck) 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
Lombard v. Witbeck, 51 N.E. 61, 173 Ill. 396 (Ill. 1898).

Opinion

Mr. Justice Wilkin

delivered the opinion of the court:

Under the several assignments of error counsel for the respective parties present for our decision,-—first, under the provisions of the will of the ancestor, Henry Witbeck, deceased, what are the rights of the parties in the one-third share of the real estate devised to Henry J. Wit-beck? Second, what are the rights of the parties in the one-third share of the personal estate bequeathed to him? Third, to whom should be paid the §20,375, called “income investment account?” And fourth, what disposition shall be made of the future income from said real and personal estate? It is agreed that these questions must be determined upon a construction of the first, seventeenth, nineteenth and twentieth clauses of the will.

The first clause of the will vests the fee of the real estate and the absolute title to the personal property in the trustees, to hold for the uses and purposes provided in the subsequent clauses. The seventeenth clause gives to the three grandchildren the benefit of the estate during their lifetime, the net income therefrom to be divided into three equal parts, one part to be paid to each of the grandchildren from time to time, as the trustees and their successors in trust shall, in their judgment, deem for the best interest of said grandchildren, subject to the restrictions and restraints thereafter mentioned. The nineteenth clause is devoted to the disposition of the respective shares of the beneficiaries in case of their death, and therefore is of controlling importance in the decision of the case. Whatever difficulties there are in arriving at a satisfactory conclusion as to how the testator intended the share or shares of one or-more of the grandchildren dying without issue or descendants of issue to be disposed of, arise from the last provision in that clause. The pre- ' ceding language, “then said one-third share of my residue estate shall go to the survivor or survivors of said last named three grandchildren,” would, under section 13 of chapter 30 of our statute entitled “Conveyances,” vest the fee simple title to the real estate in Frank M. and Gertrude H., were it not for the further provision: “And I further provide and direct that in case of the death of all three of said last named grandchildren without either of them leaving such issue or descendants of issue them surviving, then all of said estate hereby provided for such last named three grandchildren shall descend to my son John H. Witbeck and his heirs-at-law.”

Three views are presented as to the title vesting in these parties as the surviving brother and sister of Henry J., deceased: First, as insisted upon by them, that they take the fee simple title to the real estate and absolute ownership of the personal property; second, as held by the circuit court, that they take a determinable fee in the realty and an unqualified title to the personalty; and third, as contended by appellants and John H. Witbeck, that they take but a life estate or interest in both the realty and personalty.

We see no escape from the conclusion that the devise over to John H. Witbeck and his heirs limits the estate which would otherwise vest in the survivors, cutting it down either to a base or determinable fee or a mere life estate. In Friedman v. Steiner, 107 Ill. 125, the language of the will under consideration was: “I give and bequeath all the rest and residue of my said estate, real, personal and mixed, * * * unto my beloved wife, Rebecca Steiner, and unto her heirs and assigns forever, to the total exclusion of any and all person or persons whatsoever, provided, however, upon the express condition hereby made by me, in case the said Rebecca Steiner, after my decease, shall die intestate and without leaving her surviving lawful issue, * * * that then and in such event all the rest and residue of my said estate so bequeathed and devised unto her * * * shall at once be converted into money,” and paid over to certain persons named, among them Pauline Friedman, who was the appellant. This was held to convey to Rebecca Steiner a determinable fee. In Summers v. Smith, 127 Ill. 645, it was again held that a will containing a bequest “to my youngest son, Westley Clark Smith, to have and to hold to my said son and his heirs forever,” followed by the condition, “in case any of my sons to whom I have bequeathed property in this my last will and testament should die without heirs of his body, the real estate I have bequeathed to him shall g"o to his surviving brothers or brother and the personalty to all the other heirs, equally,” vested in the son, Westley Clark Smith, a fee determinable. To the same effect is Strain v. Sweeny, 163 Ill. 603, and Smith v. Kimbell, 153 id. 368.

In another line of decisions, beginning with Siegwald v. Siegwald, 37 Ill. 430, in the construction of wills somewhat similar to those construed in the foregoing cases we have held that the first devisee took only a life estate. In the Siegwald case the devise was as follows: “I give and bequeath unto my beloved wife, Antonia, all my real and personal estate, wheresoever situated, in fee simple and absolute forever, that is to say, that my said wife shall have all the benefits thereof until the expiration of her life, at which time my son, Anton, shall be the only heir of real and personal estate what may be left.” In the decision of the case it was said (p. 436): “Wills, like all other instruments, must be so construed as to effectuate the intention of the testator, and that intention must be ascertained from the language employed in the instrument itself, and in arriving at the intention all of the language employed must be considered. It seems to be evident that the testator did not intend to devise to his widow a fee simple absolute, otherwise he would not have added the limiting clause. Had that been the intention, he had fully accomplished the purpose without employing the latter clause; but when he did so, it must have been to limit or qualify the estate already devised.” See Bergan v. Cahill, 55 Ill. 160; Walker v. Pritchard, 121 id. 221; Siddons v. Cockrell, 131 id. 653; Johnson v. Johnson, 98 id. 564; Healy v. Eastlake, 152 id. 424; Thomas v. Miller, 161 id. 60.

Under either line of these decisions it is clear that the language of the nineteenth clause of the will under consideration does not vest a fee simple title of inheritance in the surviving brother and sister. Whether the title which they would take by the construction of the language, “then said one-third,” etc., shall go to the survivor or survivors of said last named three grandchildren, followed by the devise over to John H. Witbeck and his heirs, would be a fee determinable or a mere life estate, is not, in the view we take of the case, important. Counsel for appellants err, however, in their contention that the ground of distinction between the determinable fee cases and the life estate cases, above cited, is that in the former the devise to the first party named was accompanied with such words of inheritance as would at common law vest the fee, whereas in the latter the first gift was without such words. It is admitted that this distinction does not hold good in the case of Smith v. Kinibell, supra, but that case is criticised as being in conflict with the other life estate cases. The real ground of distinction between the two classes of decisions is misapprehended. In the determinable fee cases no intention whatever is indicated by the testator to give only a life estate.

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Bluebook (online)
51 N.E. 61, 173 Ill. 396, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lombard-v-witbeck-ill-1898.