Murphy v. Fox

78 N.E.2d 337, 334 Ill. App. 7, 1948 Ill. App. LEXIS 287
CourtAppellate Court of Illinois
DecidedMarch 12, 1948
DocketGen. No. 9,582
StatusPublished
Cited by4 cases

This text of 78 N.E.2d 337 (Murphy v. Fox) 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
Murphy v. Fox, 78 N.E.2d 337, 334 Ill. App. 7, 1948 Ill. App. LEXIS 287 (Ill. Ct. App. 1948).

Opinion

Mr. Presiding Justice Wheat

delivered the opinion of the court.

This is an action to construe the will of Leslie Murphy, deceased, the pertinent provisions of which are as follows:

“Second: I give and devise to my sister, lone Koontz, my farm land (described and located in McDonough County, Illinois) for and during the term of her natural life. . . .
“And to my sister, Nellie M. Fox, I give the sum of Five Thousand Dollars ($5,000.00).
“. . . And to each of my living nieces and nephews I give the sum of One Thousand Dollars ($1,000.00).
“The rest, residue and remainder of my estate shall be converted into cash by my Executor hereby giving him full power and authority to make, execute and deliver proper deed or deeds‘of conveyance to all real estate that I may own at the time of my death and direct that he is to divide the remainder of my estate after such conversion equally between my two sisters above named and my living nieces and nephews.” (Emphasis added.)

During his lifetime, testator had two brothers and three sisters, namely, Charles A. Murphy, Oscar Murphy, Alma Fisk, lone Koontz, and Nellie M. Fox. Of these, the first three predeceased the testator, leaving respectively five, two, and five children who survived the testator. Nellie M. Fox and her three children and lone Koontz and her two children also survived the testator. Thus testator was survived by two sisters and seventeen nieces and nephews who comprised the five branches of testator’s family. It is stipulated that lone Koontz has since died and that the value of the life estate given to her by the second clause of the will is $5,000.

Nellie M. Fox and her three children and the children of lone Koontz have appealed from the decree of the circuit court of McDonough county which finds that the testator intended that the residue be divided into nineteen equal parts and distributed one part to Nellie M. Fox, one part to lone Koontz, and one part to each of the seventeén nieces and nephews who survived the testator. •

Appellants contend that under a proper construction of the will, the residue should be divided into three equal parts and distributed, one part to Nellie M. Fox, one part to the estate of lone Koontz, and the third part in seventeen equal shares to the testator’s surviving nieces and nephews. To sustain this contention, appellants rely largely on extended .quotation from Illinois Supreme Court decisions involving gifts to one or more named individuals and to the children of another “equally” or “share and share alike,” 'wherein it has been held that equality among the stirpes or branches of the testator’s family was intended. (Dollander v. Dhaemers, 297 Ill. 274 (1921); Palmer v. Jones, 299 Ill. 263 (1922); Beal v. Higgins, 303 Ill. 370 (1922); Dahmer v. Wensler, 350 Ill. 23 (1933); and Condee v. Trout, 379 Ill. 89 (1942).) Appellees rely upon decisions from the same line of cases wherein it has been held that a per capita distribution was intended. (Pitney v. Brown, 44 Ill. 363 (1867); McCartney v. Osburn, 118 Ill. 403 (1886); and Carlin v. Helm, 331 Ill. 213 (1928).)

In Pitney v. Brown, the testator directed that the residue of his estate “be equally divided between” the children of a deceased named brother and testator’s named brother-in-law. The court, while “in-dined to think that equality per stirpes would be the more natural construction,” felt itself bound by the rule of construction laid down in earlier cases and by Jarman on Wills, stating that in such case the testator is to be understood as intending a distribution per capita. On the basis of similar reasoning, a distribution per capita was likewise directed in McCartney v. Osburn, supra, which involved a limitation to the children of testator’s named daughter and another named individual, “each to share and share alike.”

The later case of Dollander v. Dhaemers, supra, relied on by appellants, involved a gift to testator’s seven named children and the children of a named deceased child of the testator, “share and share alike.” The court reviewed at length the English decisions, and cases from other American jurisdictions, and cited with apparent approval Pitney v. Brown and McCartney v. Osburn, supra. The court then noted that the rule stated by Jarman and relied upon in the two latter cases will, on Jarman’s authority (297 Ill. at p. 273 and 279) “yield to a very faint glimpse of a different intention in the context.” Apparently such indication was found by the court in the manner in which the testator had designated, as takers, the children of his deceased daughter. The fact that these takers were designated not in terms of their individual relationship to the testator but in terms of their relationship to testator’s daughter seems to have satisfied the court .that they were intended by the testator to take as representatives of and in substitution for the testator’s deceased named daughter. The court accordingly directed a stirpital division in eight equal parts, one part to each of the seven living children and the eighth part in equal shares to the children of testator’s deceased daughter. It is noteworthy that a similar rationale might well have been applied in Pitney v. Brown and McCartney v. Osburn to achieve a similar result and that factors claimed to constitute the “faint glimpse” alluded to by Jarman were urged upon and rejected by the court in the two earlier cases. Indeed, the court in the Dollander case, seems to concede this by admitting at the closing of the opinion that “the conclusion . . . reached may not be supported by the majority of American and English authorities. ’ ’

The rule of construction announced in the Pitney and McCartney decisions seems to have been further vitiated in the more recent cases of Palmer v. Jones, 299 Ill. 263 (1922); Beal v. Higgins, 303 Ill. 370 (1922); and Dahmer v. Wensler, 350 Ill. 23 (1932), wherein the doctrine announced in Dollander v. Dhaemers has been reaffirmed in similar factual situations. This doctrine has been further strengthened by analogy to the provisions of the Statute of Descent. In the decision in Dollander v. Dhaemers, it is stated that “where there is an ambiguity existing- in a will, unless there is a manifest intention to the contrary, ‘the presumption that the testator intended that his property should go in accordance with the laws of descent and distribution will be applied as an aid in construing the will. ’ ’ ’ This rule of construction has been applied more recently in Condee v. Trout, 379 Ill. 89 at p. 93. (See also Carey & Schuyler, Illinois Law of Future Interests, sec. 281.)

From these decisions it would appear that in this state a stirpital division in the type situation involved in these cases has become the rule and a per capita distribution the exception in direct opposition to Jar-man and the earlier Illinois decisions. (See Carey & Schuyler, op. cit. sec. 275, p. 385, and Condee v. Trout, supra at pp. 92 and 93, apparently in accord; to the contrary, however, see the dissenting opinion of Mr. Justice Farthing in Henry v. Henry, 378 Ill. 581 at p. 594 (1942).)

This conclusion is not contradicted by the decision in Carlin v. Helm, 331 Ill. 213 (1928), relied upon by appellees in support of a distribution per capita.

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78 N.E.2d 337, 334 Ill. App. 7, 1948 Ill. App. LEXIS 287, Counsel Stack Legal Research, https://law.counselstack.com/opinion/murphy-v-fox-illappct-1948.