Rauch v. Rauch

445 N.E.2d 77, 112 Ill. App. 3d 198, 67 Ill. Dec. 785, 1983 Ill. App. LEXIS 1429
CourtAppellate Court of Illinois
DecidedFebruary 8, 1983
Docket4-82-0540
StatusPublished
Cited by31 cases

This text of 445 N.E.2d 77 (Rauch v. Rauch) 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
Rauch v. Rauch, 445 N.E.2d 77, 112 Ill. App. 3d 198, 67 Ill. Dec. 785, 1983 Ill. App. LEXIS 1429 (Ill. Ct. App. 1983).

Opinion

JUSTICE MILLS

delivered the opinion of the court:

When is a joint will a “joint and mutual will?”

Answer: this one.

The trial court so found.

We agree — and affirm.

In 1959, Julius and Dicie Rauch jointly executed a will, leaving their property first to each other and then, after the death of the survivor of them, to their four children: Frank Rauch, Edna Webb, Opal Ledbetter, and Earl Rauch.

In 1969, Julius Rauch died and the joint will was admitted to probate.

In 1978, one of the children, Earl Rauch, died leaving his entire estate to his wife.

In 1981, the surviving testator, Dicie Rauch, died. The joint will was again admitted to probate.

The widow of the deceased son filed a complaint for construction of the joint will. The trial court found that the will was a joint and mutual will and that on the death of Julius the rights of the four children became vested. The court also found that the vested interest of the deceased son passed on his death to his widow and she was therefore entitled to all of the interest which he took under his parents’ will.

The testators’ surviving children filed a motion for reconsideration which was denied. They then brought this appeal.

The surviving children argue that their parents’ joint will was not a “joint and mutual will.” They further argue that the interest of their deceased brother lapsed under the provisions of section 4 — 11 of the Probate Act of 1975 (Ill. Rev. Stat. 1981, ch. 110V2, par. 4 — 11) (the antilapse statute) when he predeceased his mother, Dicie Raugh. They argue that because their deceased brother’s interest lapsed, his widow did not take any interest under their mother’s will.

In reply, the widow argues that the joint will was a “joint and mutual will” and that the interest of her husband became vested on the death of his father, Julius, and therefore did not lapse when he predeceased his mother.

The first issue that we must decide is whether the joint will of Julius and Dicie Raugh is a “joint and mutual will.”

It is.

A “joint and mutual will” is a single testamentary instrument which contains the wills of two or more persons. It is executed jointly and disposes of property owned in severalty, in common, or jointly by the testators. (Bonczkowski v. Kucharski (1958), 13 Ill. 2d 443, 150 N.E .2d 144.) A joint and mutual will must be executed pursuant to a contract between the testators, requiring the survivor of them to dispose of the property as the will’s provisions instruct. (Peck v. Drennan (1951), 411 Ill. 31, 103 N.E.2d 63.) The joint and mutual will may, however, itself comprise the contract. (Helms v. Darmstatter (1966), 34 Ill. 2d 295, 215 N.E.2d 245.) As in any contract, some consideration between the parties is necessary. When the joint and mutual will is executed by husband and wife, the mutual love and respect which the testators have for each other is sufficient consideration. (Frazier v. Patterson (1909), 243 Ill. 80, 90 N.E. 216.) The contract embodied in a joint and mutual will becomes irrevocable after the death of one of the testators. (In re Estate of Edwards (1954), 3 Ill. 2d 116, 120 N.E.2d 10.) Thereafter, the survivor is estopped from disposing of the property other than as contemplated in the will and the contract between the testators may be enforced by the third-party beneficiaries. Bonczkowski.

The issue of whether a jointly executed will is in fact a “joint and mutual will” has been litigated in the courts for hundreds of years. The issue is important because jointly executed wills which are not also mutual are not subject to any of the requirements or burdened by any of the restrictions that we have outlined. Although each case must be viewed individually, there are five common characteristics of a “joint and mutual will” that have been repeatedly recognized by lilinois courts.

First, we look for the label the testators have assigned to the will — whether they refer to it as their joint and mutual will. Bonczkowski.

Second, we look for reciprocal provisions in the will — whether the testators made a disposition of his or her entire estate in favor of the other. Helms.

Third, we look for a pooling of the testators’ interests. In a joint and mutual will the testators pool all of their interests — whether owned jointly, in common, or severally — into one joint fund. Tontz v. Heath (1960), 20 Ill. 2d 286, 170 N.E.2d 153.

Fourth, we look for a common dispositive scheme under which the parties dispose of the common fund by bequeathing it to their heirs in approximately equal shares. Helms.

Fifth, we look for the use by the testators of common plural terms such as “we” and “our” as further evidence of the testators’ intent to make a joint and mutual will. Bonczkowski.

The will in the case at bar clearly contains all five common characteristics. First, in the will itself, Julius and Dicie Rauch refer to the will as their “joint and mutual last will and testament.” Second, the will contains reciprocal provisions. The second paragraph of the will states:

“*** [W]e give, devise and bequeath unto the survivor of us, all of the property, real, personal and mixed of which the one of us who dies first is seized or possessed, to be his or her absolute property.”

Third, the testators pooled their interests into a common fund. The will disposes of property owned solely, as tenants in common, and as joint tenants by the testators. Fourth, the common fund of assets is disposed of by a common dispositive scheme in which the testators’ heirs receive equal shares. Each of the couple’s four children receives an equal share of cash, and one-fourth of the real property. Fifth, the testators used the term “we” and “our” throughout the entire will. For example, “Our joint and mutual last will and testament”; “We give, devise and bequeath unto the survivor of us”; and “We hereby direct our executors ***.”

The presence of all five characteristics clearly indicates that Julius and Dicie Rauch intended their joint will to be a “joint and mutual will.”

The surviving children also argue that the phrase in the second paragraph of the will that “we give *** unto the survivor of us, all of the property *** of which the one of us who dies first is seized *** to be his or her absolute property” negates any possibility that this is a “joint and mutual will.” They argue that the word “absolute” means that the survivor had complete control over the property including the power to change the dispositive scheme. This exact argument was rejected by the Supreme Court of Illinois in Helms.

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Bluebook (online)
445 N.E.2d 77, 112 Ill. App. 3d 198, 67 Ill. Dec. 785, 1983 Ill. App. LEXIS 1429, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rauch-v-rauch-illappct-1983.