Noll v. Garber

784 N.E.2d 388, 336 Ill. App. 3d 925
CourtAppellate Court of Illinois
DecidedJanuary 29, 2003
Docket3-02-0096 Rel
StatusPublished
Cited by6 cases

This text of 784 N.E.2d 388 (Noll v. Garber) 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
Noll v. Garber, 784 N.E.2d 388, 336 Ill. App. 3d 925 (Ill. Ct. App. 2003).

Opinion

PRESIDING JUSTICE McDADE

delivered the opinion of the court:

This appeal arises from an order entered by the circuit court of Peoria County dismissing a complaint for construction of a will and thereby finding in favor of Barbara J. Garber and other defendants. Plaintiff, Stanley V Noll, now appeals. On appeal, plaintiff maintains the court erred in failing to recognize that the word “heirs” is a word of limitation denoting the quality of the estate granted rather than construing it as creating a class gift. Because we find dismissal on the pleadings is inappropriate in this case, we reverse and remand with directions.

FACTS

Rosa E. McCoy died testate on December 11, 1997. When McCoy died, she owned certain tracts of real estate in Washburn, Illinois. In her will, McCoy bequeathed the said property to Arthur L. Garber “and his heirs.” The relevant will provisions state:

“THIRD: I will, bequeath and devise the following tracts of real estate to ARTHUR L. GARBER, Route #2, Washburn, Illinois, and his heirs, absolutely and in fee, namely:
FOURTH: All of the rest, residue and remainder of my estate, whether real, personal or mixed, and whether now owned or hereafter acquired, I will, bequeath and devise to ARTHUR L. GARBER, and his heirs, absolutely and in fee.”

At the end of paragraph two of the will, which contained several small specific bequests, testator stated the following:

“In the event any of the above legatees should predecease me, his or her legacy will lapse, and the amount he or she would have received if living, shall be divided equally among the remaining above legatees living at my death.”

This lapse provision did not appear elsewhere in McCoy’s will. McCoy subsequently executed two codicils which did not modify the above dispositive terms of the original will. Garber, who was not a descendant of McCoy, predeceased McCoy in 1996.

On September 22, 2000, Stanley Noll, a legal heir of McCoy, but nowhere a named beneficiary, filed a complaint for construction of the will. In his complaint, plaintiff alleged that the word “heirs” was used as a word of limitation denoting the quality of the estate granted and that the devise to Garber should lapse. Plaintiff named as defendants Barbara Garber, the executor of McCoy’s estate and the independent executor of Garber’s estate, and other persons who might or could be interested in a proper construction of the will. On November 7, 2001, defendants filed a dismissal motion pursuant to section 2 — 619 of the Code of Civil Procedure (735 ILCS 5/2 — 619 (West 1996)), arguing that the testator intended “to pass all of the property that she owned to Garber and his heirs” as a class gift.

The trial court granted dismissal. In a written order, the court noted that “the testator understood the concept of a devise lapsing with the death of a legatee and how to make a provision for that devise on that occurrence, if [she] desired that the devise lapse upon death. *** [She] did not provide for the lapsing of the devises to Mr. Garber and his heirs. And in not so providing, [she] established [her] clear intent for the gifts not to lapse.”

Plaintiff appeals from this order.

ANALYSIS

A cause of action will not be dismissed on the pleadings unless it clearly appears that the plaintiff cannot prove any set of facts that will entitle it to relief. Board of Directors of Bloomfield Club Recreation Ass’n v. Hoffman Group, Inc., 186 Ill. 2d 419, 712 N.E.2d 330 (1999); 735 ILCS 5/2 — 619 (West 1996). If a cause of action is dismissed pursuant to a motion to dismiss on the pleadings, questions on appeal are whether a genuine issue of material fact exists and whether the moving party is entitled to a judgment as a matter of law. Epstein v. Chicago Board of Education, 178 Ill. 2d 370, 687 N.E.2d 1042 (1997). A reviewing court exercises de novo review of orders granting motions to dismiss. Zurich Insurance Co. v. Amcast Industrial Corp., 318 Ill. App. 3d 330, 742 N.E.2d 337 (2000).

The principal issue in this case is whether the words “to ARTHUR L. GARBER, and his heirs, absolutely and in fee,” viewed within the four corners of the will, create an ambiguity which requires construction of the will. Plaintiff argues that the word “heirs” was used as a word of limitation denoting the quality of the estate granted and the devise to Garber should lapse. Defendants contend that there is no ambiguity in the will and McCoy clearly intended the devise to Arthur Garber and his heirs be a class gift.

It has been long held that the word “heirs” in a will does not necessarily have a fixed meaning. Peacock v. McCluskey, 296 Ill. 87, 129 N.E. 561 (1920). The word “heirs” in its primary meaning designates the person appointed by law to succeed to the estate in case of intestacy. Himmel v. Himmel, 294 Ill. 557, 128 N.E. 641 (1920). In situations “[w]here a devise is made to a person and his heirs or his heirs and assigns, the word ‘heirs’ is a word of limitation unless superadded words make it a word of purchase.” Pool v. Pool, 300 Ill. 557, 562, 133 N.E. 273 (1921).

This rule was clearly explained in Winter v. Dibble, 251 Ill. 200, 95 N.E. 1093 (1911), where the Illinois Supreme Court said:

“The ordinary form of a conveyance of a fee at common law was to the grantee and his heirs. A conveyance to the grantee alone gave a life estate, only. The added words, ‘and his heirs,’ indicated a fee simple. The word ‘heirs’ was not used to describe the persons who were to take the estate after the grantee’s death, but the quality of the estate granted, which was a fee. The estate granted was not different if given to the grantee for life with remainder to his heirs. The addition to the ordinary formula for granting a fee, of the words ‘for life,’ was regarded merely as an effort to restrict the grantee’s enjoyment of the fee granted to him by restraining his power of alienation, and the law would not permit this to be done. The word ‘heirs’ had[,] therefore, long before Shelley’s Case arose, been regarded as a word descriptive of the estate and not of the person, and the rule called by Shelley’s name was merely the announcement of a legal principle which had then been applied by the courts for more than two hundred years.” (Emphasis omitted.) Dibble, 251 Ill. at 221.

We also find it useful to refer to the analysis found in Pool v. Pool, 300 Ill. 557, 133 N.E. 273 (1921). In Pool, the Supreme Court of Illinois held that the phrase “ ‘to my brother, Henry Pool, and to his heirs and assigns forever’ ” (Pool, 300 Ill. at 559) are not words of substitution but designate that the testator intended to bequeath to his brother, if living, a remainder in fee simple.

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Bluebook (online)
784 N.E.2d 388, 336 Ill. App. 3d 925, Counsel Stack Legal Research, https://law.counselstack.com/opinion/noll-v-garber-illappct-2003.