Shortridge v. Sherman

406 N.E.2d 565, 84 Ill. App. 3d 981, 40 Ill. Dec. 559, 1980 Ill. App. LEXIS 2997
CourtAppellate Court of Illinois
DecidedJune 6, 1980
Docket15840
StatusPublished
Cited by13 cases

This text of 406 N.E.2d 565 (Shortridge v. Sherman) 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
Shortridge v. Sherman, 406 N.E.2d 565, 84 Ill. App. 3d 981, 40 Ill. Dec. 559, 1980 Ill. App. LEXIS 2997 (Ill. Ct. App. 1980).

Opinion

Mr. JUSTICE WEBBER

delivered the opinion of the court:

This appeal lies from an order of the circuit court of Douglas County declaring the rights of the parties under section 57.1 of the Civil Practice Act (Ill. Rev. Stat. 1977, ch. 110, par. 57.1). The question presented is the ownership of 320 acres of farm land located in Douglas County. The trial court, sitting without a jury, tried the case on a stipulation of facts and permitted an adopted child to take as a remainderman under a deed executed in 1912.

In order to better understand the respective contentions of the parties on appeal, some recitation of the facts and the alignment of the parties, both on the trial and appellate levels, is required.

In 1912, John W. Wagner and Sarah E. Wagner, his wife, being possessed of considerable land, made conveyances by deed of separate tracts of land to four each of their five children. There is no evidence, but it is generally accepted by the family that an equivalent gift of cash was made to the fifth child.

The language in controversy in the deed which is the subject of this litigation reads as follows:

“The grantors, John M. Wagner and Sarah Ellen Wagner, his wife, of the county of Douglas in the State of Illinois, for and in consideration of the sum of sixty-four thousand dollars in hand paid, convey and warrant to Ninah Dunlap Wagner for and during her natural life and upon her death, then to her children, but if no child or children survive her then unto the child or children, and his, her or their descendants surviving the above named grantors, the following described real estate, to wit: * ° °.”

Ninah Dunlap Wagner was a daughter of John and Sarah Wagner. Conveyances of other property with identical language in the deeds were made to two other daughters, Orpha and Hazel. A fourth conveyance was made to a son, John Dwight Wagner, with the following variation in language:

“* # * for and during his natural life and upon his death, then unto the children of his body begotten of lawful marriage, but if no child or children survive him, then unto the child or children and his, her descendants surviving the above named grantors ° *

All five children, namely, Ninah Dunlap Wagner Sherman, Hazel Wagner Voyles, Joseph Ralph Wagner, Orpha Wagner Eversole and John Dwight Wagner, survived their parents, the grantors in the deeds. All of them except Ninah had died at the time this suit was filed.

Ninah Dunlap Wagner Sherman, the life tenant under the deed in question, was alive at the institution of this lawsuit but died during its pendency. She had no natural children but adopted one child, Betty Lou Shartel, defendant-appellee (herein Elizabeth Louise Shartel), whom the trial court held to be a “child” within the meaning of the limitation in the 1912 deed.

The plaintiff in this action is the executor of John Henley Eversole, the only child of Orpha Eversole, one of the children named above. He claims that his decedent became the owner of an undivided one-fifth of the land under the deed to Ninah Dunlap Wagner Sherman. This claim is premised on the conclusion that Elizabeth Louise Shartel, being an adopted child, could not take as a remainderman under the 1912 deed and therefore his decedent took the one-fifth share as a descendant of his mother, one of the children of the grantors who survived them.

Defendants on the trial level were Ninah and her adopted daughter Elizabeth, together with all the living grandchildren and great-grandchildren of the grantors. As previously indicated and as will be more fully developed below, the trial court held in favor of the defendant Elizabeth Louise Shartel, adopted daughter of Ninah. Its final order places the fee simple title to the premises in Elizabeth.

On appeal the parties have realigned themselves. The living grandchildren and great-grandchildren (herein grandchildren) are appellants and plaintiff and Elizabeth are appellees. The first and primary issue on appeal is whether Elizabeth, as an adopted child, can take as a remainderman under the deed. If she cannot, plaintiff and grandchildren will share in the premises, and therefore as to this issue, plaintiff as an appellee has aligned himself with the grandchildren appellants.

All parties have raised and briefed on appeal a second issue which was not passed upon by the trial court: Assuming that Elizabeth cannot take as a remainderman, at what time, the death of the surviving grantor or the death of the life tenant, does the alternative contingent remainder vest? Since the trial court held in favor of Elizabeth, it was not necessary for it to reach this issue. Ordinarily we would not entertain this issue under the circumstances, but since we have concluded that the trial court was in error on the primary issue, we feel compelled to speak under the authority of Supreme Court Rule 366(a)(5) (73 Ill. 2d R. 366(a)(5)) in order to avoid further litigation and appeals. We have also denied a motion of Child Care Association of Illinois for leave to file a brief amicus curiae.

We turn then to the primary issue. As indicated above, the deed was executed in 1912; John W. Wagner, one of the grantors, died in 1919; Sarah E. Wagner, the other grantor, died in 1923; all five of their children survived in 1923; Ninah Dunlap Wagner Sherman adopted Elizabeth Louise Shartel in 1927. Given this set of facts, the instant case is prima facie governed by the leading case of Belfield v. Findlay (1945), 389 Ill. 526, 60 N.E 2d 403. In its memorandum opinion the trial court expressly rejected Belfield and held that it contained a “fallacy.” In this court Elizabeth makes varied attacks on the rule of Belfield, urging that it is bad law and contrary to modem concepts of sociology and public policy.

Without attempting to answer in detail all these arguments, we deem it sufficient to say that it is not the province of this court, or of any court, whether nisi prius or of intermediate appeal, to overrule the supreme court. Furthermore, the rationale of Belfield was reaffirmed by the supreme court as recently as October 1979, in Ford v. Newman (1979), 77 Ill. 2d 335, 396 N.E.2d 539.

In Belfield, the testator devised land to her son, Arthur Findlay,, for life and on his death “the said land to go to his children, or if he leaves no children surviving him, then said land is to go to my daughters.” The testator executed the will in 1916 and died in 1930. Arthur Findlay adopted Nelson Findlay in 1939. Nelson was born in 1933. The plaintiffs were sisters and descendants of sisters of Arthur; Nelson was the defendant and claimed that he could take the land under the adoption statute. The supreme court held that he could not and said:

“* * * Here, defendant, the adopted child, was not bom until seventeen years after the execution of the will of Sarah Findlay and, we note again that she died three years prior to defendant’s birth and nine years before he was adopted. It follows that, under the law established by applicable decisions, defendant is not the owner of the property in controversy.” 389 Ill.

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Bluebook (online)
406 N.E.2d 565, 84 Ill. App. 3d 981, 40 Ill. Dec. 559, 1980 Ill. App. LEXIS 2997, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shortridge-v-sherman-illappct-1980.