Retzinger v. Retzinger

239 Ill. App. 127, 1925 Ill. App. LEXIS 28

• Court: Appellate Court of Illinois
• Decided: December 8, 1925
• Docket: Gen. No. 30,116
• Status: Published

Opinion

Mr. Justice Gridley

delivered the opinion of the court.

This is an appeal from an order of the probate court of Cook county, entered October 24,1924, directing the sale of a certain parcel of real estate owned by deceased during his lifetime to pay debts, etc.

Elias Betzinger died testate on February 28, 1920, leaving him surviving as his heirs-at-law Margaret Betzinger, his widow; Francis, Irene and Sidney Bet-zinger, minor children and heirs-at-law of Frank Bet-zinger, who was a son of the deceased and who died before him; and Michael, Joseph, John, Leo P. and George Betzinger (aminor), five sons. The will, dated March 4, 1907, was admitted to prohate and letters issued to the widow, as executrix, on June 7,1920. The inventory disclosed that the deceased did not leave any personal property but that he died seized of three parcels of real estate in Cook county, which for convenience may be described as follows: Parcel No. 1. About 12 acres of unimproved land, situated in the Town of Northfield and adjoining about 2% acres of improved land lying within the Village of Shermerville. Parcel No. 2. Two lots in block one (1) of Ira Brown’s Addition to Glencoe, improved by a two-story frame building. Parcel No. 3. Said 2% acres of land, improved by a building, which at the time of his death the deceased and his family occupied as a homestead. On September 13,1921, the probate court approved an award to the widow of $2,000, of which $1,800 was given for her support, and $200 for the support of the minor child (George) for the period of one year after the death of deceased. Claims of other creditors were allowed to the extent of $143, and on October 20,1921, the court approved the account of the executrix, showing no cash on hand, or receipts, or personal property, but total liabilities of $2,143, made up of said award and claims.

In the petition of the executrix (filed November 17, 1921) for a sale of real estate to pay said widow’s award, debts, etc., after stating the facts substantially as above set forth, it is alleged that Parcel No. 1 is subject to an unpaid trust deed given to secure a note of $550, executed by deceased and petitioner on August 25,1917, and bearing interest at 5 per cent per annum ; that Parcel No. 2 is subject to an unpaid trust deed given to secure a note of $1,000, executed by deceased and petitioner on November 16, 1916, and bearing in-, terest at 6 per cent per annum, and also to the rights of Alfred Lorenz, as a tenant in possession and “on § contract for the purchase thereof”; and that since the death of the deceased Parcel No. 3 has been occupied by petitioner and said minor child and is subject to petitioner’s homestead rights. She prayed that the heirs-at-law of deceased, the trustees of the trust deeds, the unknown holders or owners of the notes, Alfred Lorenz, and others be made parties, that a guardian ad litem be appointed for the minor heirs, and that she be ordered “to sell all of said real estate of the deceased, or such portion thereof as shall be necessary, to pay the debts of said deceased, * * * and the expenses of administration, according to the statute,” etc. Subsequently, Michael, Joseph and John Betzinger filed their joint and several answer to which certain amendments were made, and in which they took the position that Parcel No. 2, devised to petitioner in the residuary clause of the will, should be first sold to satisfy said debts, etc., which parcel, they alleged, was of a value, outside of the mortgage thereon, greatly in excess of the amount necessary to pay said debts, etc. Certain defendants, including Alfred Lorenz, were defaulted, and other defendants filed answers and the petition was put at issue and there was a hearing.

On October 24, 1924, the order appealed from was entered. After making findings substantially in accordance with the facts as above stated in the second paragraph of this opinion, the court further found in substance that, since the death of the deceased, Parcel No. 3 has been occupied by said Margaret Betzinger, widow, and her children, Leo P. and George, and is subject to her right of homestead and dower; that Parcel No. 2 “is occupied by Alfred Lorenz, as a tenant from month to month under an agreement to purchase same”; that Parcels No. 1 and No. 2 have unpaid mortgages thereon as stated in the petition; that it will not be necessary to sell all of the real estate, but that Parcel No. 1 is of sufficient value to pay said debts, etc.; and that Margaret Betzinger, widow, has failed, within the time allowed by law, to file a renunciation of the will and thereby has elected to take under it. It is then ordered and decreed that petitioner proceed to first sell Parcel No. 1, or so much thereof as may be necessary; that “upon distribution herein, the court will ascertain the comparative value of the real estate devised to the widow and that devised to the heirs-at-law and apportion the indebtedness of said estate, including the widow’s award allowed, according to the respective values of the property devised,” but that the homestead, devised to Margaret Betzinger (Parcel No. 3) “is not to be considered in said valuation or to be made subject to sale”; and that upon the sale being made petitioner make and execute to the purchaser a good and sufficient deed, etc., and “report her action in the premises to the court for confirmation before delivery of any deed or deeds of the premises.”

To the entry of this order, and on the day of its entry, the said Michael, John and Joseph Betzinger jointly and severally prayed an appeal to this Appellate Court, which was allowed “upon the said defendants, or any or either of them, or any number of them,” filing an appeal bond in the sum of $200, with surety to be approved by the court, within 20> days, and each was given time within which to file a bill of exceptions. It was proper for the appeal to be taken to this Appellate Court, as a freehold is not involved. (Richie v. Cox, 188 Ill. 276, 278; Wachsmuth v. Penn Mut. Life Ins. Co., 231 Ill. 29, 31.)

The record does not disclose that any bill of exceptions or certificate of evidence was filed. A short record, consisting of said order together with the allowance of the appeal, the bond of Michael and Joseph Betzinger, in the sum of $200, with surety (filed in the probate court on November 28, 1924), the order approving the bond, and various assignments of errors, were filed in this Appellate Court on the 2nd day of the March, 1925, term, and appellants were given additional time within which to file a supplemental record, and the same thereafter was filed. Evidently through inadvertence or mistake of the clerk of the probate court, a certain order entered by that court on November 13, 1924 (the 20th day after the entry of the order in question) was not included in either record. By that order the probate court extended the time within which appellants might file their appeal bond for an additional 20 days, and the bond was filed and approved within the time as extended. On appellant’s motion, suggesting a diminution of the record, a transcript of the order of November 13, duly certified, was here filed on October 28, 1925, and is now a part of the record. Previous to its filing appellee moved to dismiss the appeal on two grounds, viz.: (1) failure to file appeal bond in the probate court by November 13, and (2) want of properly authenticated records. The motion was denied. As to the first ground, the filing of said transcript of the order of November 13 shows it to be without merit. As to the second ground, while the clerk’s certificates to the short record and to the .supplemental record do not disclose that they form a complete record, we think that the record as filed is sufficient for a determination of some of the errors assigned and “to fully and fairly present the questions involved.” (Thomas v. O’Brien Lumber Co., 185 Ill. 374, 376.)

On the merits of the case, three of the errors assigned are:

“The findings and decree of the trial court are contrary to law.

“The court erred in directing that the premises described in the decree as Parcel No. 1 (the 12 acres) be first sold to pay the debts, etc.

“The court should have decreed that the premises described in the decree as Parcel No-. 2 (the Glencoe lots) be first sold to pay said debts, etc.”

It appears that the testator, Elias Betzinger, died seized of the three parcels of real estate and that he left no personal estate. By the first clause of his will he directed the executrix to pay all his debts, and by the second clause he bequeathed to his wife (the executrix) all his personal property. By the third clause he specifically devised to his wife Parcel No. 3 (the 2y2 acres improved with a building, which had been occupied by him and his family as a homestead). By the fourth clause he specifically devised to appellants and the other heirs Parcel No. 1 (the 12 acres adjoining the homestead), and in said fourth clause there are provisions that his wife “shall take no share or interest therein,” and that appellants and said other heirs shall take said parcel “free and clear of all rights of homestead and dower of my said wife.” Parcel No. 2 (the Glencoe lots) is not specifically mentioned in the will, but by the fifth clause thereof “all the rest and residue of my real and personal property” is devised and bequeathed to his wife, “her heirs and assigns forever.” It further appears that the widow did not renounce the will.

In 40 Cyc., p. 1570, it is said: “The words ‘rest and residue,’ in the absence of language showing a contrary intention, mean the estate remaining after the payment of charges, debts, and particular legacies, including the payment of any statutory allowance fixed by the court for the temporary maintenance of the widow and received by her for that purpose.” (See also 4 Words and Phrases, 2nd series, p. 352; Gould v. Winthrop, 5 R. I. 319, 324; McMullin v. Brown, 2 Hill. Eq. (So. Car.) 457, 462; Smullin v. Wharton, 86 Neb. 553, 561; Phelps v. Robbins, 40 Conn. 250, 264; Shaw v. M’Cameron, 11 Serg. & R. (Pa.) 252, 254; Bennett’s Estate, 148 Pa. St. 139, 141; Pyott’s Estate, 160 Pa. St. 441, 447.) In 40 Cyc., p. 2067, it is said: “Property constituting the residuum of a testator’s estate and disposed of by the residuary clause in his will is to be first applied in payment of his debts.” (See also Hattersley v. Bissett, 52 N. J. Eq. 693, 695-6; Bergman v. Bogda, 46 Ill. App. 351, 358-9; Pace v. Pace, 271 Ill. 114, 120.) In the Bergman case, this Appellate Court said: “Turning now to the title of Wilhelmina Griese; put in evidence by appellant, we find that the first, the primary direction of the will of Johann Griese, is, that all his just debts, etc., be paid by his executrix, Wilhelmina Griese, and that it is only the ‘rest, residue and remainder’ of his estate which is given to her. Whenever a testator directs, first, that his debts shall be paid, such direction amounts to a charge of the debts upon the real estate in all cases where the real estate' is afterwards disposed of by the will. * * * So, too, when an executor is directed to pay debts, and real estate is devised to him, either personally or as executor, the land so devised is charged. * * * it is difficult to see how a devise of the ‘rest, residue and remainder’ of an estate can be thought to be otherwise than subject to all that has gone before; in other words, to be a mere residuum. The premises in controversy were clearly charged with the payment of the testator’s debts; the charge thus imposed was one which it was the duty of the executrix to remove; equitably she took only what would remain after the payment of debts, etc.” In the Pace case (271 Ill. p. 120) it is said: “As a general rule, residuary legatees and devisees take what is left, and their legacies and devises abate before specific devises.”

In section 76 of our Administration Act (Cahill’s Stat. 1923, p. 85) it is provided that “the right of a widow to her award shall in no case be affected by her renouncing or failing to renounce the benefit of the provisions made for her in the will of her husband, or otherwise.” In the present case petitioner, as widow, is to be regarded “as a creditor to the extent of her separate allowance,” viz., the award made to her of $2,000, for her support and that of the minor child, and, there being no personal property, is entitled “to have real estate sold for its payment.” (Deltzer v. Scheuster, 37 Ill. 301, 304.) And the question is, which parcel (Parcel No. 1, devised to appellants and the other heirs, or Parcel No. 2, devised to petitioner, as wife, in the residuary clause) is to be sold first, for the purpose of getting the funds with which to pay said award and the proven claims of $143? Counsel for appellee contend that the probate court was right in ordering that said Parcel No. 1 be sold first and at the same time ordering that, upon distribution, the court, after ascertaining the comparative value of the real estate devised to petitioner and that devised to appellants and the other heirs, will “apportion the indebtedness of said estate, including the widow’s award allowed, according to the respective values of the property devised,” and that in said apportionment Parcel No. 3 (the homestead devised to petitioner) “is not to be considered”; and counsel, in support of their contention, particularly rely upon the decision in Deltzer v. Scheuster, supra. In that case it appears that the testator left a widow and two minor children, devising a certain lot of land to the widow and certain other lots to the children; that the personal property had been valued at $151.50 and that the county court had allowed $740.50 to the widow as her separate estate; that the widow qualified as executrix and did not renounce the will; that, as executrix, she procured an order for the sale of the lots devised to the children, in order to raise a fund for the payment of her allowance and a small indebtedness found against the estate; that thereupon the children filed a bill in the circuit court to enjoin the executrix from making the sale; and that on the hearing the circuit court entered a decree, making the injunction perpetual. Our Supreme Court reversed the decree holding in substance that, while complainants (the children) were entitled to relief, the decree went too far, and that, while the county court erred in directing that the fund should be raised exclusively from the real estate devised to the children, still, equality being equity, the burden should be equally borne. And the Supreme Court (p. 305) directed that “the court below will ascertain the comparative value of the real estate within its jurisdiction devised to the widow, and that devised to the children, and apportion the indebtedness of the estate, including the widow’s allowance, according to the respective values of the property devised.”

We do not think that the holding in the Deliser case is decisive of the correctness of the decree in the present case, where the provisions of the will are so materially different. In the Deltser case a certain parcel of land was specifically devised to the widow and certain other parcels of land were specifically devised to the children. It does not appear that any parcel was devised to the widow by a residuary clause of the will. In the present case, by the testator’s will, Parcel No. 3 (the homestead) first is specifically devised to the widow, then follows the specific devise to appellants and the other heirs of Parcel No. 1 (the 12 acres adjoining). Provision thereby is made for the widow and for the heirs; and then by the residuary clause “all the rest and residue” of the testator’s real and personal estate is devised and bequeathed to the widow. In view of the above-mentioned statements of the textbook writers in 40 Oye., and of the decisions in the cases, above cited under said statements, we think it must be held that it was the evident intention of the testator under the present will that, in the event it became necessary to sell any of the real estate that he died seized of, Parcel No. 2 (not specifically devised but included in said residuary clause) should be sold first to satisfy claims against the estate, including said widow’s award, and that the probate court erred in its decree in ordering that said Parcel No, 1 (devised to the heirs) should be sold first, and upon distribution that the apportionment mentioned should be made. It seems to us that to first sell Parcel No, 1 (the only parcel devised to appellants and the other heirs) when another parcel was devised to the widow and there was also devised to her by the residuary clause still another parcel, would be inequitable, against the current of authority, and would defeat the evident intention of the testator as expressed in the will.

The record discloses that one of the defendants to the petition was Alfred Lorenz, that he entered his appearance but was defaulted "for want of an answer. One of the findings of the decree is that Parcel No. 2 “is occupied by Alfred Lorenz, as a tenant from month to month under an agreement to purchase same,” but the record is silent as to the particulars of that agreement, viz., the date when made, with whom made, the price, terms, etc., and as to when the testator acquired said parcel, whether before or after the execution of his will (March 4, 1907). In 40 Cyc., p. 1878, it is said: “A devise of land owned by the testator at the time of executing the will is regarded as specific, whether the land is given by specific description or passes under the residuary clause. But land acquired by the testator after the execution of the will goes to the devisee as a general devise, unless the property is so described in the will as to admit of identification.” (See Kelly v. Richardson, 100 Ala. 584; Hays v. Jackson, 6 Mass. 149.) In 40 Cyc., p. 1541, it is said: “A general devise of lands carries the legal estate in lands which the testator has contracted to sell, together with the title to purchase money notes given therefor.” (See Heirs of Wright v. Minshall, 72 Ill. 584; Covey v. Dinsmoor, 226 Ill. 438.) In Beemer v. Beemer, 252 Ill. 452, 464, it is decided that, where a testator devised to a daughter a tract of land that he had contracted to sell to a third person, said testator, by that devise, “made it certain that in the event the purchaser failed to perform, the land would go to his daughter, and in the event the contract was fulfilled and the purchase price paid she would then receive the proceeds.”

Our conclusion is that the decree of the probate court of October 24, 1924, wherein the court ordered the sale of Parcel No. 1, for the purposes and upon the conditions mentioned, should be reversed and the cause remanded for further proceedings. Owing to the condition of the record no specific directions can be given as to a sale of Parcel No. 2, devised to the widow by the residuary clause of the will, which parcel we hold should be first sold, subject to the existing mortgage thereon, for the payment of said claims and charges against said estate, unless it be shown that said Alfred Lorenz has a binding and unexpired contract for its purchase, which he is desirous of consummating. It may be, for aught this record shows to the contrary, that said Lorenz failed to comply with his contract within the prescribed time and has forfeited all rights therein, in which event the court can order the parcel sold for the purposes mentioned. Or it may be that he has performed the contract on his part and paid the purchase money, in which event the proceeds should be charged with the payment of said claims, etc., as far as they will go. In the event that said claims, etc., cannot be fully discharged by said proceeds, the balance should become a charge upon Parcel No. 1, devised to appellants and the other heirs, and (in the event appellants, etc., do not pay said balance) proper proceedings should be taken for its sale to pay said balance, and, upon distribution, said balance be properly apportioned, taking into consideration the respective values of Parcel No. 1 and Parcel No. 3.

The order or decree appealed from is reversed and the cause is remanded for further proceedings not inconsistent with the views herein expressed.

Reversed and remanded with directions.

Barnes, P. J., and Fitch, J., concur.