Schramm v. Schramm

148 N.E.2d 799, 13 Ill. 2d 281, 1958 Ill. LEXIS 265
CourtIllinois Supreme Court
DecidedMarch 20, 1958
Docket34599
StatusPublished
Cited by8 cases

This text of 148 N.E.2d 799 (Schramm v. Schramm) 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
Schramm v. Schramm, 148 N.E.2d 799, 13 Ill. 2d 281, 1958 Ill. LEXIS 265 (Ill. 1958).

Opinion

Mr. Justice Daily

delivered the opinion of the court:

On October 10, 1951, a complaint was filed in the circuit court of Sangamon County by Floyd William Schramm seeking to set aside the wills of his father and mother, William F. Schramm and Ida May Schramm, as clouds upon his alleged title to certain Sangamon County farm land, (which he contends was given to him by his parents many years prior tO' their deaths), or in the alternative to impress an equitable lien upon the premises for the value of permanent improvements he had made thereon. His niece and nephew, Edna J. Keeney and Albert Ray Schramm, the remaindermen named in said wills, were made party defendants, and the matter was referred to a master who, after taking the evidence, found for the defendants and recommended that the complaint be dismissed for want of equity. Objections thereto were subsequently overruled and a decree thereafter entered in accordance with those findings. A freehold being involved, direct appeal has been taken to this court.

The real estate owned by William and Ida Schramm consisted of six adjoining 40-acre tracts which lay in the shape of a huge “L”, four running from west to- east and two extending to the south. The corner 40-acre parcel contained the family dwelling and was itself divided into the east 5 acres, the south 8 acres, and the north 27 acres. The property now in question, a 125-acre tract which, for convenience, will be called the “East farm,” is composed of the 5-acre field and the three easterly 40-acre parcels. The remaining 115 acres, hereinafter referred to as the “West farm,” is made up of the 8-acre, the 27-acre, and the two southerly 40-acre areas. Title to the East farm, except the easterly 40 acres thereof, was acquired in 1911 by Ida and William Schramm as tenants in common of a 3/7th and a 4/7th interest, respectively, and in 1934 the balance of this property was deeded to them as equal tenants in common. The West farm, except the northerly 27 acres, was solely owned by William Schramm until 1936 at which time he conveyed an undivided one-half interest therein to his wife, the 27-acre strip having been purchased in 1925 by him and his wife as tenants in common of an equal interest. From the date of said conveyances until their respective deaths in 1942 and 1949, record title to these properties remained unchanged in Ida and William Schramm. By their reciprocal wills, which were executed in 1936 and probated in 1949 after the death of the survivor, each of the parents left a life estate to the other, then provided: (1) that fee to the West farm should devolve upon their son, Fred Schramm; (2) that plaintiff, Floyd Schramm, take a life estate in the East farm with the remainder to- the children born to plaintiff after January 15, 1936, and, if there be no children born after that date, then the said remainder was to vest in the children of Fred Schramm. Additionally, the remainder interests in the East farm were made subject to a life gift of Yz of the income to plaintiff’s wife, Ruth Schramm, in the event she survive the plaintiff and not remarry. When both testators died, and at the present time, plaintiff had no children born after the date fixed in the wills; Fred Schramm, on the other hand, had a son and daughter, the defendants to the present suit.

Plaintiff and his brother, Fred Schramm, were the only children of William and Ida and, prior to their own marriages, lived and worked on their parents’ land. Sometime prior to 1926, plaintiff married, a son being born of such union, but he returned to his parents’ home when the marriage ended in divorce. In 1926, plaintiff married his present spouse, Ruth Schramm, and moved with her into a dilapidated tenant house on the East farm, where they made many improvements necessary to make it habitable. Plaintiff farmed all that portion of the East farm then owned by the Schramms and, in addition, cultivated the northerly 15 acres of the West farm. Brother Fred continued to live with his parents and work the remainder of the West farm. On January 3, 1927, Fred also married and thereafter took up residence in the family dwelling upon the West farm, his parents having moved to a small house they had purchased in the nearby town of Waverly. Fred and Floyd continued to farm the same parcels they were originally allotted until the remainder of the East farm was purchased by their parents in 1934, at which time Floyd commenced to cultivate this acquisition, and Fred began farming the northerly 15-acre area. Taxes upon both farms were at all times paid either by or for William F. Schramm, and he continued to carry insurance thereon until after his wife’s death in 1942.

The substance of plaintiff’s complaint is that his parents divided their property in 1927, (at the time they moved from the farm home and took up residence in Waverly), by giving plaintiff the East farm and Fred the West farm and that, although it was intended fee-simple title should pass on that date, no deeds were executed, but were promised for a later time, because the parents expected their sons tO' provide for them should they need assistance from time to time. In reliance upon such gift, the complaint continues, plaintiff and his wife added to the house, built a barn and other out-buildings, constructed new fences, and spent more than $15,000 in generally improving and rebuilding the East farm, all with the knowledge and approval of the donors. It is further alleged that plaintiff’s mother died in 1942, leaving a will which was “lodged” with the county clerk of Morgan County; that plaintiff did not become aware of either the existence or the terms of said will until his father’s death in 1949, when he learned for the first time that his parents had left similar wills giving him only a life estate in the East farm and devising the remainder as previously set forth; and that both wills were probated in Morgan County, the plaintiff and his wife filing claims of $1000 and $15,000 respectively, against the estate of William Schramm for improvements made to the East farm during their occupancy. In conclusion, the complaint prayed that the said wills be declared void as clouds upon plaintiff’s title or, in the alternative, that an equitable lien in the amount of $15,000 be impressed on the East farm.

At the hearing on this cause, plaintiff and his wife, although incompetent to testify as to transactions with the decedents, (Ill. Rev. Stat. 1951, chap. 51, par. 2,) were allowed to describe facts surrounding their occupancy of the East farm and the various improvements they placed upon the premises. Plaintiff told of reconditioning the tenant house to make it habitable, how he and Fred farmed the land between them, and of the subsequent purchase by his parents of the east 40-acre tract. He admitted that he paid rent for the premises during 1926, that he had insured the buildings only since 1942, and that, upon the acquisition of said 40 acres in 1934, he was required by his father to turn the northerly 15 acres of the West farm over to his brother Fred. He insisted that, except for these instances, he at all times operated the East farm as though it were his own. Various workmen described the improvements which were placed upon the property at the occupants’ cost and told of frequently seeing the father about the premises.

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Cite This Page — Counsel Stack

Bluebook (online)
148 N.E.2d 799, 13 Ill. 2d 281, 1958 Ill. LEXIS 265, Counsel Stack Legal Research, https://law.counselstack.com/opinion/schramm-v-schramm-ill-1958.