Richardson v. Roney

47 N.E.2d 714, 382 Ill. 528
CourtIllinois Supreme Court
DecidedMarch 18, 1943
DocketNo. 27042. Decree affirmed.
StatusPublished
Cited by19 cases

This text of 47 N.E.2d 714 (Richardson v. Roney) is published on Counsel Stack Legal Research, covering Illinois Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Richardson v. Roney, 47 N.E.2d 714, 382 Ill. 528 (Ill. 1943).

Opinion

Mr. Chief Justice Stone

delivered the opinion of the court:

Appellants filed a complaint in the circuit court of Macon county seeking partition of certain real estate therein described. On motions of the appellees the complaint was dismissed as not stating a cause of action.

Whether the chancellor was right in dismissing the appellants’ complaint is to be determined by a construction of clause seven of the will of James S.' Parker, who died May 8, 1880, leaving a substantial amount of real estate. He was survived by his widow and five children, three sons and two daughters. Lydia E., the youngest, was unmarried, the rest were married at the time of making the will. After leaving a life estate to his widow, he devised certain lands to each of his five children; to the sons he devised the lands in fee; to his married daughter, Sarah J. Stoutenborough, he gave a life estate with remainder to her children who survived her, subject to a life estate also in her husband if he survived Sarah. The widow died in 1899. Sarah died intestate in 1894, survived by three sons, Charles W., John S., and James P. Stoutenborough.

To Lydia E. the testator, by the seventh clause, devised the farm lands involved in this suit, and a homestead in Maroa, Illinois. To this devise there was attached this provision: “I further desire and give devise and grant all the real estate named in this item to pass & vest in the children of the said Lydia E. Parker if any who may survive her after her death, should the said Lydia E. Parker die leaving no children surviving her then it is my will that the title to the real estate named in this item to vest in fee simple in the brothers & sisters and their heirs, of her the said Lydia E. Parker who may survive her.”

In December, 1899, the three sons of the testator and the three sons of the deceased daughter Sarah, quitclaimed to Lydia E., (then Lydia E. Bates, she having married,) all of their interest in the farm lands and the'Maroa property devised to Lydia for life. All were adults and their respective spouses joined in the conveyance. Lydia thereafter conveyed a railroad right of way; also conveyed a strip to the State for a highway, and granted an easement for an electric transmission line. She died in 1941, having outlived her father by more than sixty years. She left no surviving issue. Her three brothers and her sister had all died. She made a will by which she devised the farm lands to trustees to convert into cash and pay the proceeds to the Trustees of the University of Illinois to establish a foundation or charitable trust, to be known as “The Lydia E. Parker Bates Fund for the Advancement of Fine Arts.”

Appellants say first that they, by the language of the will, were designated together with Lydia’s brothers and sister as the particular persons who were to succeed to the title in case she left no child surviving; that the words “and their heirs” were words of purchase and not of limitation, and that as children and heirs of the brothers and sister of Lydia they are entitled to this property; and, second, if this be not true, then, since none of the brothers or sister survived Lydia, the remainders that were to have gone to them on the contingency of survival, remained in the estate of the testator, and never having been divested, they, as heirs of the testator, are entitled to at least a one-fifth interest in the land because the contingent remainders were not destroyed or released by the conveyances made by their ancestors. In other words, it is urged that both aspects of the contingent remainder created by the seventh clause of the will having failed, and the words “their heirs” having been used as words of purchase, the title to the land thus described vested in appellants immediately upon the death of Lydia, the life tenant.

A rule governing the construction of wills is that the intention of the testator, as expressed in and gathered from the four corners of his will, controls, unless some rule of law is violated. (Leary v. Kerber, 255 Ill. 433; Armstrong v. Barber, 239 id. 389; Mosier v. Bowser, 226 id. 46.) Counsel for appellants seem to concede that by the language of the will here under consideration; if any brother or the sister of Lydia had survived her, such survivor or survivors would have taken the fee-simple title to the real estate described in that item. The devise over, after the termination of the life estate devised to Lydia, in case of no survivor, gives rise to the question whether the words “and their heirs” are words of limitation or of purchase. Appellants’ counsel concede that if those words are to be construed as words of limitation, appellants have no interest in the premises and the decree of the chancellor was correct. But appellants say those words were used as words of purchase and that they, as heirs of the deceased brothers and sister of Lydia, are by those words described as particular persons who are to take and those words were not used as designating the amount of estate given.

The rule commonly known as the rule in Shelley’s case, is that where an ancestor takes an estate'of freehold and in the same gift or conveyance an estate is limited, either mediately or immediately, to his heirs, either in fee or in fee tail, the word “heirs” is a word of limitation of the estate granted and not a word of purchase. This is a rule of law and not one of construction of the will or intent of the testator. This rule is firmly fixed in this State. (Lord v. Comstock, 240 Ill. 492; Ward v. Butler, 239 id. 462; McFall v. Kirkpatrick, 236 id. 281; Baker v. Scott, 62 id. 86; Kale’s Future Interests, chap. 3.) It has also been long settled in this State that the rule in Shelley’s case controls against the testator’s manifest intent.

Appellants’ counsel concede the rule is in force in this State but contend that it does not apply to contingent remainders and therefore it does not apply to the devise under the will before us. They cite in support of that position Gehlbach v. Briegel, 359 Ill. 316. That case involved a deed by which the grantor conveyed a quarter section of land to his daughter and her husband. The habendum contained the following words: “For and during their lifetime, then to the heirs of the body of our daughter, Henrietta Ann Briegel, and if she leaves no child or children surviving her, then to her heirs according to law.” The daughter died never having had a child. She by will devised all of her real estate to her husband. A son of the grantor filed a bill for partition alleging that he and other heirs of the grantor owned the fee subject to the life estate of Gustav Briegel, husband of Henrietta Ann. It was also argued in that case that the rule in Shelley’s case did not apply; that the deed created two life estates with alternative contingent remainders and the fee remained in the grantor during his lifetime, descending to his heirs after his death, and not vesting until after the determination, by the death of Henrietta, of the contingency as to the ultimate taker. In the opinion in the case, Bails v. Davis, 241 Ill. 536, was cited as holding that the rule in Shelley’s case does not apply where the remainder is contingent. The deed construed in that case was “to Joseph Kretzer and Mora Kretzer, his wife, during their natural lives and after their death to the heirs of said Joseph Kretzer.” It was held that the deed conveyed to Joseph and Mora Kretzer an estate, as tenants in common, during their joint lives with remainder in fee to Joseph Kretzer.

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Bluebook (online)
47 N.E.2d 714, 382 Ill. 528, Counsel Stack Legal Research, https://law.counselstack.com/opinion/richardson-v-roney-ill-1943.