Minonk State Bank v. Grassman

432 N.E.2d 386, 103 Ill. App. 3d 1106, 59 Ill. Dec. 802, 1982 Ill. App. LEXIS 1438
CourtAppellate Court of Illinois
DecidedMarch 3, 1982
Docket17240
StatusPublished
Cited by11 cases

This text of 432 N.E.2d 386 (Minonk State Bank v. Grassman) 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
Minonk State Bank v. Grassman, 432 N.E.2d 386, 103 Ill. App. 3d 1106, 59 Ill. Dec. 802, 1982 Ill. App. LEXIS 1438 (Ill. Ct. App. 1982).

Opinion

JUSTICE MILLS

delivered the opinion of the court:

We lay to rest today an antiquated and obsolete legal fiction—the “strawman.”

Here is a question of first impression: Can a joint tenant unilaterally sever that joint tenancy by conveying her interest to herself as a tenant in common without the use of an intermediary?

Our answer is yes.

We reverse.

Plaintiff, the administrator of the estate of Agnes Grassman, appeals from a declaratory judgment order declaring defendant, Ida Grassman, sole surviving joint tenant of real property which, by reason of a 1938 deed, the deceased and defendant had owned in joint tenancy. The precise question before this court is whether the unilateral attempt by one joint tenant to terminate that tenancy by conveying her interest from herself as a joint tenant to herself as a tenant in common is effective to sever the joint tenancy.

Agnes (decedent) and Ida Grassman (defendant) were sisters. In 1938, Gustav Grassman executed a deed under which Agnes, Ida, and Frieda Grassman, a third sister, became owners in joint tenancy of the parcel of real estate. Frieda died in 1972, leaving Agnes and Ida as surviving joint tenants.

One week after the death of Frieda, defendant executed a deed conveying this parcel of property from herself as a joint tenant to herself as a tenant in common. The deed recited that this action was for the sole purpose of dissolving any and all rights of survivorship as between the parties to the deed executed by Gustav Grassman. It is undisputed that Agnes was unaware of what Ida had done.

On February 16, 1977, Agnes died. Her will, dated March 13, 1963, was admitted to probate with Minonk State Bank as administrator. The will disposes of all of Agnes’ personal property but makes no mention of any disposition of real property. Subsequent to admission of the will to probate, Minonk State Bank filed this declaratory judgment action requesting a declaration by the court that Ida and Agnes held the property in tenancy in common by reason of severance of the joint tenancy by Ida through execution of the 1972 deed. Defendant, who is now incompetent, argued through her guardian ad litem that the 1972 deed she executed was ineffective and did not operate to destroy the joint tenancy so that she is the sole owner of the property by virtue of her having survived Agnes.

Before discussing this question, which has not heretofore been decided in Illinois, a review of the common law theory of joint tenancy, as well as its modern adaptations seems appropriate since other jurisdictions which have decided this question have reached diametrically opposed results on exactly the same facts.

Joint tenancies existed as early as the 13th century. Born in the feudal relationships pervasive in that era, it became a favored form of estate in land because of the vital importance of the tenure, the preeminent characteristic of real property in the feudal ages in which land or tenements were held in subordination to some superior. (2 American Law of Property §6.1, at 3-4 (1952); Black’s Law Dictionary 1317 (5th ed. 1979).) It was in the interest of the lord that each feudal holding be a single feud continuing until the death of the survivor. (2 American Law of Property §6.1, at 3 (1952).) The rationale for the rule was given as follows:

“The common law favored title by joint tenancy, by reason of this very right of survivorship. Its policy was averse to the division of tenures, because it tended to multiply the feudal services, and weaken the efficacy of that connection.” 4 Kent’s Commentaries 361 (14th ed. 1896).

As a consequence, grantees took an estate as though they together constituted one person. Since all were seized as a fictitious entity, four classic unities developed which, albeit artificially, demonstrated their community of interest which required that individual interests be equal in all respects. (2 American Law of Property §6.1, at 4 (1952).) The common law unities were, of course: time, title, interest, and possession. In essence, the common law joint tenancy required that the several tenants have one and the same interests accruing by one and the same conveyance, commencing at the same time and held by one and the same undivided possession. Kane v. Johnson (1947), 397 Ill. 112, 73 N.E.2d 321.

Despite the demise of the feudal system, courts nevertheless continued to scrutinize joint tenancy questions by resort to a simple determination of whether the particular unities were present in a given situation. Though the philosophical concept supporting the application of the unities to a particular situation had become archaic, few seriously questioned the continued use of these mechanical rules even though the common law doctrine had lost its vitality. The unities took on a life unto themselves. Form triumphed over substance and the unities became “necessary and requisite” to the creation and continuance of a joint tenancy. See Klouda v. Pechousek (1953), 414 Ill. 75, 110 N.E.2d 258.

As one writer has aptly noted, however, “the requirement of the four unities necessarily arose as a result of the basic concept [of joint tenancy] rather than as a prerequisite to the creation of the estate.” (2 American Law of Property §6.1, at 5 (1952).) The unwillingness or inability of courts to recognize this distinction led inevitably to anomalous results. Rather than question the efficacy of the unities, other legal fictions such as the “strawman” transaction sprang into being to perpetuate a long dead feudal concept.

As a result, by 1827, the legislature had passed a statute reversing the common law presumption in favor of joint tenancies. Though joint tenancies were not abolished or forbidden, their creation now depended upon compliance with the statute. (Mette v. Feltgen (1894), 148 Ill. 357, 36 N.E. 81.) Likewise, passage of other legislation such as the “Married Woman’s Law” in 1861 (1861 Ill. Laws 143), made certain other aspects of the common law regarding tenancies by the entirety obsolete. At common law, a husband and wife were but one person. This formed the basis for the common law notion that a deed to husband and wife created in them a tenancy by the entirety which could not be severed. The basis for this rule ceased, however, with the adoption of the “Married Woman’s Law” which provided that conveyances to husband and wife created in them a tenancy in common unless the instrument expressly declared that the estate was a joint tenancy. Mittel v. Karl (1890), 133 Ill. 65, 24 N.E. 553; Lawler v. Byrne (1911), 252 Ill. 194, 96 N.E. 892.

Despite these legislative enactments, which did not specify that the unities need be observed with strict precision, courts uniformly and tenaciously relied upon them to determine whether a joint tenancy had been created irrespective of the express intent of the parties. Deslauriers v. Senesac (1928), 331 Ill. 437, 163 N.E. 327.

Deslauriers is the focal point for the litigation in this case. In Deslauriers the wife owned a parcel of property prior to the marriage.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Grant, R.A., Aplt. v. Grant, L.
Supreme Court of Pennsylvania, 2025
Reicherter v. McCauley
283 P.3d 219 (Court of Appeals of Kansas, 2012)
Sathoff v. Sutterer
869 N.E.2d 354 (Appellate Court of Illinois, 2007)
Knickerbocker v. Cannon
912 P.2d 969 (Utah Supreme Court, 1996)
E.J. McKernan Co. v. Gregory
643 N.E.2d 1370 (Appellate Court of Illinois, 1994)
Finney v. Smith
141 B.R. 94 (E.D. Virginia, 1992)
Chrystyan v. Feinberg
510 N.E.2d 33 (Appellate Court of Illinois, 1987)
Johnson v. Beneficial Finance Co. of Illinois, Inc.
506 N.E.2d 1025 (Appellate Court of Illinois, 1987)
Axelrod v. NA" JIM" GIAMBALVO
472 N.E.2d 840 (Appellate Court of Illinois, 1984)
Minonk State Bank v. Grassman
447 N.E.2d 822 (Illinois Supreme Court, 1983)

Cite This Page — Counsel Stack

Bluebook (online)
432 N.E.2d 386, 103 Ill. App. 3d 1106, 59 Ill. Dec. 802, 1982 Ill. App. LEXIS 1438, Counsel Stack Legal Research, https://law.counselstack.com/opinion/minonk-state-bank-v-grassman-illappct-1982.