Porterfield v. Lenover

33 N.E.2d 718, 310 Ill. App. 37, 1941 Ill. App. LEXIS 783
CourtAppellate Court of Illinois
DecidedApril 14, 1941
DocketGen. No. 9,242
StatusPublished
Cited by3 cases

This text of 33 N.E.2d 718 (Porterfield v. Lenover) 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
Porterfield v. Lenover, 33 N.E.2d 718, 310 Ill. App. 37, 1941 Ill. App. LEXIS 783 (Ill. Ct. App. 1941).

Opinion

Mr. Justice Riess

delivered the opinion of the court.

The appellant, Robert Z. Porterfield, executor of the last will and testament of Robert M. Porterfield, and other living children of said testate deceased have appealed from a decree entered in the circuit court of Champaign county construing certain alleged ambiguous language used in the last paragraph of clause three of said testator’s last will and testament. Objections, standing as exceptions to the master in chancery’s report, were overruled by the chancellor and a decree was entered which gave the residue of said estate, after payment of debts and specific legacies provided for in the will, in equal shares, per capita, to and among all of the living children and grandchildren of said deceased. Appellants contended that said clause, when properly construed, indicated testator’s intention to give the residuary estate either (a) to the living children of testator to the exclusion of the grandchildren or (b) to the living children and grandchildren of said deceased to be divided per stirpes and not per capita.

The testator, aged 82 when the will was drawn on October 31, 1932, departed this life on February 11, 1937, and his will was duly admitted to probate in the county court of Champaign county. On that date, the testator left him surviving Margaret V. Porterfield, his widow, and three children, Ira B. Porterfield and Frank M. Porterfield, sons, and Eunice E. Holliday, a daughter. In addition thereto, the testator left him surviving three grandchildren who were children of Paul R. Porterfield, a son who had predeceased his father but was living when the will was made; four grandchildren who were children of Zula V. Hall, a predeceased daughter; ten grandchildren' who were children of Estella Whitson, a predeceased daughter, and two grandchildren who were children of Charley C. Porterfield, a predeceased son, all of whom were mentioned and given specific legacies under the terms of the will.

The third clause of the will, the last paragraph of which is sought to be construed, provides as follows: “After the death of my said wife, Margaret V. Porter-field, if she shall survive me and if not, then after my death, I hereby order and direct that all the real estate and personal property hereinbefore set out and of whatsoever nature and kind and wheresoever located shall be converted into cash within a reasonable time by my executor hereinafter named as in his discretion he may deem proper and after the payment of the above mentioned debts, funeral expenses and costs of erecting a suitable monument to mark our last resting place in Mount Hope Cemetery, Sidney, Illinois, the proceeds thereof remaining shall be divided as follows : The sum of Five Hundred Dollars to my beloved son, Ira B. Porterfield; The sum of Five Hundred Dollars to my beloved son, Frank H. Porterfield; The sum of Five Hundred Dollars to my beloved son, Paul B. Porterfield; The sum of Seven Hundred Dollars to my beloved daughter, Eunice E. Holliday; The sum of One Hundred Dollars to each of the heirs of the body of my beloved daughter, Zula V. Hall, deceased, living at the time of said distribution; The sum of Two Hundred Dollars to each of the heirs of the body of my beloved daughter, Estella Whitson, deceased, living at the time of said distribution; The sum of One Hundred Dollars each to the heirs of my beloved son, Charley C. Porter-field, deceased, namely Winfred Porterfield and Helen Porterfield.

“The balance remaining after the payment of the above mentioned legacies, devises and bequests to be distributed share and share alike to all of my heirs living at that time.”

The widow, who survived the said Robert M. Porter-field, deceased, and was given a life estate in all of the property owned by him, renounced the provisions in said will and elected to take under the statute, and the circuit court found that the distribution of the balance of the estate was thereby accelerated, to which finding no objection was made.

The deceased testator was the owner of approximately 160 acres of farm land and a house and lot in the village of Homer, Illinois, a lot in Florida and some personal estate, all inventoried and of an approximate gross value of $20,000. The major portion of said property has been converted into cash and the proceeds are ready for distribution in accordance with the decree of the court in construing the alleged ambiguous language in question contained in the last paragraph of clause three of said last will and testament. The appellees, appearing by guardian ad litem, are Junior Whitson, Donald Whitson and Rex Whit-son, minor defendants who are the three youngest of the ten children of testator’s deceased daughter, Estella Whitson.

It appears from the evidence that the grandfather was on excellent terms with all of his children and grandchildren during his lifetime. It further appears that the father of the ten Whitson children was a barber by trade and that somewhat larger specific legacies were given to his ten children than to the grandchildren who survived three other deceased children.

The particular clause to be construed for the purpose of arriving at the testator’s intention from the language of the whole instrument and the surrounding facts and circumstances in evidence, including the kinship of the testator to all of the parties who became the objects of his bounty, indicates that he had in mind the amount that he desired to give each of them as specific legacies in somewhat differing amounts. It further appears that the largest legacies were so given and provided for Ms cMldren who were living when the will was made; that the grandcMldren whose parents were deceased were each kept in mind and given specific legacies, but that the grandchildren whose parents were living* were not specifically mentioned or given legacies under the will.

After thus providing such specific bequests as he deemed fit as between these two classes, namely the children and grandcMldren, he undertook to make the general disposition of the residue of his estate in the ambiguous language of the clause for the construction of which the suit was filed, which reads as follows: “The balance remaining* after the payment, of the above mentioned legacies, devises and bequests to be distributed share and share alike to all of my heirs living at that time.”

The facts are not in dispute. The parties also agree that the ambiguous language should be construed either (a) so as to give the residuary estate to all of the surviving* children and grandchildren in equal shares per capita; (b) by construing* the word “heirs” to mean children and dividing it among the living children to the ■ exclusion of the grandchildren, or (c) dividing* it between the surviving children and the grandchildren whose parent was deceased per stirpes and share and share alike among each of said respective classes, as provided by Illinois laws of descent and inheritance.

In this, as in any other case of will construction, we have two duties to perform: First, we must, if possible, determine the true intention of the testator, and second, if no rule of law prevents, give that intention force and effect. Dell v. Herman, 365 Ill. 261, 6 N. E. (2d) 159.

The intention of the testator is to be gathered from a consideration of the language of the entire will and all its parts. Jones v. Miller, 283 Ill. 348, 119 N. E. 324, and citations therein.

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Bluebook (online)
33 N.E.2d 718, 310 Ill. App. 37, 1941 Ill. App. LEXIS 783, Counsel Stack Legal Research, https://law.counselstack.com/opinion/porterfield-v-lenover-illappct-1941.