Martin v. Helms

149 N.E. 770, 319 Ill. 281
CourtIllinois Supreme Court
DecidedDecember 16, 1925
DocketNo. 17031. Judgment reversed.
StatusPublished
Cited by17 cases

This text of 149 N.E. 770 (Martin v. Helms) 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
Martin v. Helms, 149 N.E. 770, 319 Ill. 281 (Ill. 1925).

Opinion

Mr. Justice Farmer

delivered the opinion of the court:

This appeal is prosecuted from a judgment of the circuit court of McDonough county admitting the will of Harvey A. Helms to probate. The testator died March 3, 1925, leaving a widow, Alta May Helms, but no children or descendants of a child. He left surviving several brothers and sisters. Notice was given of the application to admit the will of the deceased to probate. The hearing was had in the county court and that court admitted the will to probate. The brothers and sisters of deceased appealed to the circuit court, and that court affirmed the judgment of the county court and ordered that the will be admitted to probate by the county court. From that judgment the brothers and sisters of the deceased have prosecuted this appeal.

The will purports to be the joint and mutual will of Harvey A. Helms and Alta May Helms, his wife, and is dated December 29, 1924. It is signed by Harvey and Alta May Helms, and by Clint Wilson and Reon D. Hicks, witnesses. The preamble recites that “we, Harvey A. Helms and Alta May Helms,” do make and declare the instrument as their last will and testament. The first clause reads, “We and each of us” direct the payment of “our” debts and funeral expenses. By the second clause Helms devises and bequeaths to his wife all the property, real and personal, he dies possessed of, to be hers in fee simple. By the third clause Mrs. Helms devises and bequeaths to Helms all the property she dies possessed of, both real and personal, to be his in fee simple. The fourth clause names E. T. Martin as executor and revokes all former wills made by them. The attesting clause recites they have subscribed the instrument, denominating it “our joint and mutual will.” The will was prepared by the man named as executor, at his bank in Blandinsville. Mrs. Helms was not present. The will was read over to Helms by Martin, and Helms signed it. At his request Wilson signed it as a witness. Helms left the bank to return home, and requested Wilson, who was a neighbor, to come to his house the next morning. Wilson did so, and there, besides Mr. and Mrs. Helms, he met Reon D. Hicks. Helms produced the will, and Hicks, who was present at Helms’ request, was going to sign it, when Helms suggested that Mrs. Helms sign it first. She signed the will and then Hicks signed it. Wilson did not again sign the paper.

The principal objection to the probate of the will is that it purports to be a joint and mutual will but was not executed by Mrs. Helms in the manner required by statute. Her signature was not witnessed by Wilson after she signed it. The instrument could not be probated as Mrs. Helms’ will at her death, and the contention is that if it was not a valid will of Mrs. Helms it could not be valid as to her husband and the court erred in admitting it to probate as the will of Harvey A. Helms.

Joint, mutual and reciprocal wills were originally regarded with disfavor but are now generally sustained by the courts of England and this country. Such wills have received the consideration of this court. In Gerbrich v. Freitag, 213 Ill. 552, a husband and wife, each owning land, made a joint, mutual and reciprocal will, each devising to the survivor the beneficial use for life of the lands of the one dying first. The validity of the will was questioned, and this court held a husband and wife may by joint, mutual and reciprocal will devise their respective property to each other, and the will will be given effect at the death of either so far as the property of that one is concerned.

In Peoria Humane Society v. McMurtrie, 229 Ill. 519, a mother, Mary Rouse, and her son, Harry, each being the owner of property, made a joint and mutual will giving the survivor all the property of the other, and when both died, if no individual will had been made, the property of both should be treated as one and be disposed of as thereinafter provided. The son married after the will was made and died leaving a widow. He made a will after his marriage. His will was admitted to probate, its provisions were executed and his estate settled. Subsequently the mother died, and application was made to admit to probate the will made by her and her son. Probate was denied and appeal taken to this court. This court said: “A joint, mutual or reciprocal will, like any other, is ambulatory during the lives of the makers, and it may be revoked by either at any time before his death. The right of revocation cannot be doubted,— at least as to either maker who has taken no benefit or advantage under the will. And that was the case here. So far as the instrument was the will of Harry G. Rouse it was revoked by his subsequent marriage, and he also made an individual will, which could have operated as a revocation. The instrument ceased to be his will, and the question to be solved is whether it is now the will of the other maker.” Referring to the disposition of the property at the death of both the court said: “It is clear that the makers intended that the portion of the will in question should take effect as the will of both or neither, and it was to be operative as a will on condition that neither of the makers should otherwise dispose of his or her property by an individual will.”

The question of the disposition of property by a joint, mutual or reciprocal will was again considered by this court in Frazier v. Patterson, 243 Ill. 80. In that case a husband and wife each owned land. They made a joint will, each devising to the survivor a life estate in the land of the other, and at the death of the survivor to a daughter and only child for her life and then to her issue. The husband died first and the will was duly probated, and the' widow took possession of the land and enjoyed the rents and profits until her death, some twenty years after her husband’s death. The daughter died prior to her mother’s death, leaving children surviving her. The widow then, executed a will by which she attempted to revoke the joint and mutual will and make a different disposition of her property. This court said the single issue was whether the joint will on its face proved a compact or agreement to make a will mutually disposing of their property, each for and in consideration of the will of the other. Upon that question the court said: “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. * * * Mutual wills, — that is, where two persons execute wills reciprocal in their provisions but separate instruments, — may or may not be revocable at the pleasure of either party, according to the circumstances and understanding upon which they were executed. To deprive either party of the right to revoke such mutual will it is necessary to prove, by clear and satisfactory evidence, that such wills were executed in pursuance of a contract or a compact between the parties and that each is the consideration for the other; and even in cases where mutual wills have been executed in pursuance to a compact or agreement between the parties, the law appears to be well settled that either party may, during the lifetime of both, withdraw from the compact and revoke the will as to him. A joint and mutual will is revocable during the joint lives by either party, so far as relates to his own disposition, upon giving notice to the other, but it becomes irrevocable after the death of one of them if the survivor takes advantage of the provisions made by the other.

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Cite This Page — Counsel Stack

Bluebook (online)
149 N.E. 770, 319 Ill. 281, Counsel Stack Legal Research, https://law.counselstack.com/opinion/martin-v-helms-ill-1925.