Maddock v. Haines

88 F.2d 350, 112 A.L.R. 279, 1937 U.S. App. LEXIS 3123
CourtCourt of Appeals for the Seventh Circuit
DecidedFebruary 11, 1937
DocketNo. 6056
StatusPublished
Cited by2 cases

This text of 88 F.2d 350 (Maddock v. Haines) is published on Counsel Stack Legal Research, covering Court of Appeals for the Seventh Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Maddock v. Haines, 88 F.2d 350, 112 A.L.R. 279, 1937 U.S. App. LEXIS 3123 (7th Cir. 1937).

Opinion

SPARKS, Circuit Judge.

This is an appeal from a decree of the District Court construing- the will of James H. Dole, a resident of Illinois at the time of his death.

Decedent died on February 16, 1902, leaving as his only heirs at law, his wife, Sarah, and the following children: George, [351]*351Mary, Julia, Frances and Charles. They were all of full age and 'under no disability.

The third paragraph of his will was as follows: “I hereby give, devise and bequeath to my son, Charles F. Dole, if he survive me, the sum of One Dollar ($1.00) which limits the extent to which I desire him to participate in my estate.”

By the fourth paragraph the testator placed his property in the hands of a trustee, who was directed to pay- the income therefrom to support his wife and daughter, Mary, until the death of his wife, and after her death, to his four children, Frances, George, Mary and Julia. As to the distribution of the income during the continuance of the trust estate, the will further provided: “* * * in the event of any of my above named children dicing (sic) and leaving children living, then I direct that the share of the income of my said trust estate, which would have been paid by my said trustee to such deceased child or children, if living, under the terms of this will, shall be paid by my trustee to the children of my said deceased child or children, if any, in proportion to and according to the laws of descent of the State of Illinois.” Then follows the disposition of the corpus: “Upon the death of the survivor of my following children * * * (Frances, George, Mary, and Julia) I direct that the trust estate herein created by this will shall immediately cease and determine, and the title to the property of said trust estate * * * shall thereupon and by such event vest immediately in the heirs at law of my above named children, Frances E. Leman, George S. Dole, Mary L. Dole, and Julia H. Hurlbut, and in case of said descendants of my above named children taking, it is my direction that they take per stirpes and not per capita.”

Mary died December 21, 1907, without lineal descendants, leaving as her only heirs at law her mother, her two brothers and her two sisters. Testator’s wife died June 26, 1909, leaving her four children as her only heirs at law. Frances died October 12, 1915, leaving as her only heirs the appellees Sheldon Dole Leman and Frances Leman Carpenter. Julia died September 27, 1919, leaving as her only heirs her brothers George and Charles, and the two Leman children. Charles, father of appellants, died April 13, 1927, leaving his two children Dorothy Dole Maddock and Katherine Dole Rudolph, as his only heirs. George died July 19, 1934, leaving as his only heirs the two Leman children, appellees, and the two appellants.

Upon these facts, appellants, the children of Charles, contend that they are entitled to share in the corpus of the estate, as heirs at law of the three children who died childless. On the other hand, appellees urge that the testator intended to disinherit Charles and his children, and that the words “heirs at law” when read in the light of the entire will, and especially in connection with the words “said descendants” following “heirs at law,” mean that only the children of the four children should take.

It is unnecessary to cite authorities to the well-established rule that the plain intention of the testator should always guide the court in construing a will, and that all presumptions and rules of construction must yield to that intention. It musí always prevail unless contrary to some rub of law or public policy or established rub of property, and it must be gathered from a consideration of the entire will. Jones v. Miller, 283 Ill. 348, 119 N.E. 324; Potter v. Potter, 306 Ill. 37, 137 N.E. 425.

On the other hand, unless the intention of the testator be clear and reasonably certain, it will not be permitted to override the plain meaning of ordinary words, or the fixed legal meaning of technical words. It is not sufficient that the court may entertain a private belief that the testator intended something different from what he actually said, but that intention must be expressed with reasonable certainty on the face of the will. While the testator may disinherit an heir, yet the law will execute that intention only when it is put in a clear and unambiguous shape. Wright v. Page, 10 Wheat. 204, 6 L.Ed. 303.

The District Court, in an unpublished opinion, clearly and cogently set forth the reasons upon which its conclusions were based. They are as follows:

“The will under consideration very definitely stated that the son Charles should take one dollar ‘which limits the extent to which I desire him to participate in my estate.’
“The claim of plaintiffs is, and must be, that they take by virtue of the will and because the testator intended they should take. The claim is not, and cannot be, that they take by virtue of the statute of de[352]*352scent as in case of intestacy. The question then is whether or not there is anything in the will to indicate that the children of Charles should take part of the corpus of the estate. If it be assumed that they can take under the words, ‘heirs at law,’ then their father, Charles, who was the youngest of the five children and who might also have survived the last of the favored children, might alsp have taken as one of the ‘heirs at law’ of the three deceased children who died childless, but that would be contrary to the expressed intention of the testator that Charles should be limited to one dollar.
“It is to be noted that the will gives to the four favored children only a share of the income and nothing of the corpus. Plaintiffs’ contention assumes the possibility that Charles might have shared in the corpus, something which was denied to the favored four children.
“Again, the will expressly provided that the descendants of the four favored children should take per stirpes. Although at the time of the execution of the will only one of the four favored children had children, the testator must have thought it possible that the other three might have children. * * *
“The will provided for income to the four favored children without mentioning the disinherited son. These four children received no part of the corpus. The testator, in distributing the corpus, provided that the children of the four children should take per stirpes * * *. If the children of Charles are included in the ‘heirs at law,’ the will does not provide any per stirpes limitation as to the children of Charles.
“At the time the will was executed, Charles had twin children, plaintiffs here, who were fourteen years old, and Frances had two children, defendants here, who were seventeen and nineteen years old. The testator made the bequest to Charles, good only if Charles survived the testator. He did not mention the children of Charles. However, with reference to the four other children he expressly provided, not only for the four children, but also for the possibility of their having children. One of the four already had . children. . * * *
“The express disinheritance of Charles and the specific limitation of the income to the four favored children and their children raises a strong inference that the testator did not reverse himself and give any portion of the corpus of the estate either to Charles or to his children.

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Bluebook (online)
88 F.2d 350, 112 A.L.R. 279, 1937 U.S. App. LEXIS 3123, Counsel Stack Legal Research, https://law.counselstack.com/opinion/maddock-v-haines-ca7-1937.