Shepherd v. Shepherd

97 N.E.2d 273, 408 Ill. 364, 1951 Ill. LEXIS 286
CourtIllinois Supreme Court
DecidedJanuary 18, 1951
Docket31564
StatusPublished
Cited by15 cases

This text of 97 N.E.2d 273 (Shepherd v. Shepherd) 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
Shepherd v. Shepherd, 97 N.E.2d 273, 408 Ill. 364, 1951 Ill. LEXIS 286 (Ill. 1951).

Opinion

Mr. Justice Wilson

delivered the opinion of the court :

A decree of the circuit court of Sangamon County construed the last will and testament of Charles M. Shepherd, deceased, and ordered partition of a farm of 188 acres between the widows of a son and grandson, respectively, of the testator. A grandson and a great grandson of the testator prosecute this appeal, a freehold being necessarily involved.

Charles M. Shepherd, a resident of Sangamon County, died testate on June 16, 1910. He left surviving his three sons as his only heirs-at-law. By the third section of his will, the testator devised a farm of 188 acres, located seven miles southeast of Springfield, in Sangamon County, to his son Charles Raymond Shepherd, “to have and to hold for and during the term of his natural life only, and the remainder over in fee simple I give and devise equally, share and share alike, to such of my said sons, Charles Raymond Shepherd, children, if any, that survive him and who live to attain the age of twenty-one years, and in case he have no children that survive him and who attain such age then I will and direct that said remainder in fee simple shall become the property of my two sons, Alva F. Shepherd and Louis P. Shepherd, equally, and in case either of my said sons, Alva F. or Louis P., be dead, to their lineal descendants, per stirpes.”

When Charles M. Shepherd executed his will and, later, at the time of his death, his son Charles Raymond Shepherd was unmarried and lived in his father’s household. Fourteen months after the testator’s death, Charles Raymond Shepherd and Minnie S. Shepherd were married and, thereafter, lived on the farm in controversy. Two sons, Charles Franklin and Robert Eugene, hereafter referred to as Charles and Robert, were born of the marriage. In 1933, when seventeen years of age, Charles entered the military service of the United States. Robert was born May 2, 1925. Charles Raymond Shepherd died on May 21, 1942, leaving his wife, Minnie S. Shepherd, and their two sons, Charles, then twenty-six years of age, and Robert, seventeen years of age, his only heirs-at-law. By his will, Charles Raymond Shepherd devised all his real estate to his wife, Minnie, for life, with remainder to their two sons, share and share alike. He, however, left no real estate.

On June 8, 1942, seventeen days after the death of Charles Raymond Shepherd, his older son, Charles, the latter’s wife, Helen Shepherd, and the younger son, Robert, executed and delivered a warranty deed, without consideration, to Minnie S. Shepherd, conveying the farm to her, to have and to hold during the term of her life only, with remainder after her death to her two sons, Charles and Robert. The deed was caused to be recorded in the recorder’s office of Sangamon County. About July 1, 1943, after graduation from high school, Robert Shepherd entered the armed forces of the United States. He received his discharge on January 16, 1946. In the meantime, Robert had married and, upon his return to Springfield, he, his wife, and their infant son, Robert Eugene Shepherd, Jr., lived on the family farm which was in the exclusive possession of, and being operated by, his mother. She paid Robert one hundred dollars per month for working on the farm and furnished him, his wife, and their child, board and lodging. Robert was residing on the farm when he attained his majority on May 2, 1946, and continued to live on the farm while in his mother’s employment until the latter part of June when he went to Chicago to pursue a course in an electrical trade school under the G. I. Bill of Rights.

On June 21, 1946, Charles executed his will, devising all his real estate to his wife, Helen, for life, with remainder in fee simple to his nephew, Robert Eugene Shepherd, Jr. Charles Shepherd died on August 30, 1946, leaving his wife, Helen, his mother, Minnie, and his brother, Robert, as his only heirs-at-law.

On December 3, 1946, Robert Shepherd presented a quitclaim deed to his mother and requested her to execute the deed reconveying to him the interest in the farm which he had conveyed to her on June 8, 1942. Later, the same day, at his attorney’s office, Robert handed his mother a written document, notifying her that he had rescinded and declared void the deed of June 8, 1942, conveying to her a life estate, demanded cancellation of the deed, a reconveyance, and an accounting to him of all rents, issues, profits and income received by her from the property since the day named. The next day, December 4, 1946, Robert Shepherd and his son, Robert Eugene Shepherd, Jr., by his father and next friend, brought an action in the circuit court of Sangamon County against the defendants, Helen B. Shepherd and Minnie S. Shepherd.

The complaint sets forth the facts narrated and alleges that, on June 8, 1942, Minnie Shepherd advised Robert and induced him and his brother, Charles, to execute and deliver to her their warranty deed conveying to her a life estate in the farm; that Robert was then under the restraint of a fiduciary relationship with his mother; that, on June 8, 1942, Robert owned an undivided one-half interest in the farm worth more than $15,000; that in December, 1946, the remainder in the other half not owned by Robert was worth more than $10,000; that Robert, at the time he signed the deed, did not know its full purport and meaning but signed in good faith and reliance upon the representation and advice of his mother; that he was then a minor of immature judgment and insufficiently 'informed or experienced in transactions of this character; that he had decided it was a mistake on his part to have made the conveyance; that he did not consider it binding nor himself bound by it, and that he had elected to cancel and rescind the deed. The relief sought was a decree adjudging the deed of June 8, 1942, to the extent the interest of plaintiffs may be concerned, void as against, them and as a cloud upon their title; cancellation of the deed; an accounting by his mother of the rents, issues and profits derived from the farm since June 8, 1942, and partition of the farm, according to the respective interests of the parties.

By their answer, the defendants, Helen and Minnie Shepherd, averred that, upon the death of Charles Raymond Shepherd, his son Charles, being his only child who had both survived him and attained the age of twenty-one years, became the sole owner in fee simple of the farm devised by Charles M. Shepherd; that, on the other hand, the younger son, Robert, took no right, title or interest in or to the farm under his grandfather’s will because he had not attained the age of twenty-one years when his father’s life estate terminated, and that the remainder took effect and vested in the remainderman. Answering further, defendants denied that he was induced to sign the deed dated June 8, 1942, by any persuasion, restraint or undue or improper influence exercised by his mother, and averred that the deed was executed primarily at the instance of Charles Shepherd in order to provide for the support, care and maintenance of his mother and to divide the real estate with his brother, Robert, all in order to vest the title to the property in the parties to the deed in accordance with their several needs and in a manner to serve their best interests and, particularly, to better enable Minnie Shepherd to support and care for Robert, then seventeen years of age, who was residing with and being supported and maintained by her.

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Bluebook (online)
97 N.E.2d 273, 408 Ill. 364, 1951 Ill. LEXIS 286, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shepherd-v-shepherd-ill-1951.