Stegeman v. Smith

214 N.E.2d 597, 67 Ill. App. 2d 451, 1966 Ill. App. LEXIS 1321
CourtAppellate Court of Illinois
DecidedFebruary 21, 1966
DocketGen. 10,649
StatusPublished
Cited by8 cases

This text of 214 N.E.2d 597 (Stegeman v. Smith) 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
Stegeman v. Smith, 214 N.E.2d 597, 67 Ill. App. 2d 451, 1966 Ill. App. LEXIS 1321 (Ill. Ct. App. 1966).

Opinion

CRAVEN, J.

The plaintiffs, Charlotte Becks, Lola Stegeman and Marjorie Howell, are the children, by a former marriage, of one L. R. Smith who died testate on April 22, 1954, while married to the defendant, Isabel Smith. The suit was for partition and other equitable relief in respect to a tract of ground in Quincy, Illinois, having a frontage on Spring Street of 78 feet and a depth of 170 feet.

The decedent was the sole owner of a portion of the tract having a 60-foot frontage (referred to in the evidence as tract one). The decedent and his wife, Isabel Smith, the defendant, acquired the adjacent portion, having an 18-foot frontage (referred to in the evidence as tract two), by warranty deed dated September 29, 1949, as joint tenants and not as tenants in common.

In 1950 and 1951, a residence having a 68-foot frontage was built on the tract, approximately 55 feet of the residence being built on tract one and 13 feet on tract two. Decedent and his wife occupied the residence as a home until his death.

L. R. Smith’s will, which is dated December 3, 1952, is as follows:

“This written statement is to instruct my attorney Mr. John T. Reardon how I would want my estate divided in case of my death. He shall have the power to serve as administrator with giving surity [sic] bond and is to be paid a reasonable fee. Now here is the way I would want my estate handled. I would want it all converted to cash as soon as it could be done in a sound business way, which consists of my automobile business which can be sold to a good advantage on present market also my home located at 2012 Spring St. Quincy, Ills, which cost me $47,500 after this is done here are my requests. First that at least $1000 for my burial exp and am to be placed beside my former wife Dora Smith as near like she was put away as possible.
“$300.00 to the First Christian Church at 14th Maine to be used for church maintance [sic].
“$4,000.00 to each and every one of-my grandchildren to be put in trust until they reach their 18th Birthday and then is to be paid to them.
“$500.00 to Marie Smith, a sister, $500.00 to Lillie Reeder, no relation. $300.00 to Carson Smith, a brother to be used as burial expense for him only.
“$500.00 to Glenna Grover for her faithful duties to the L. R. Smith Motor Co.
“$200.00 to Eleanor Wilier for her faithful service in taking care of my home.
“My insurance is made to my three daughters. The remainder of the estate is to be divided in equal shares between Charlotte Becks, Lola Stegeman, Marjorie Howell, Isabel Smith, my wife and daughters. [Crossed out portion.] Each daughter is to pay their bills now owing to the company from their share of the estate then that shall be divided in four equal shares to the wife and three daughters [crossed out portion]. Jack, I know you will see that this is done, Glenna can give you all the information about the business. Oh, yes there are about $8000.00 in Goverment [sic] Bonds in Safety Box at Ill. National Bank.”

Isabel Smith, defendant, widow of L. R. Smith, renounced the will and elected to take her statutory share July 22, 1954, and has continued in possession of the entire premises to this date.

The parties have been unable to reach any agreement for division or settlement.

One appraiser testified that the lot (78-foot frontage) had a value of $60 per front foot or $4,680, that the reproduction cost of improvements would be $88,636 for a total cost of $43,316. He placed the present market value at $30,000, assigning $1,080 land value and $6,172 improvement value to the 18-foot strip. This strip could not be used alone as a residence because, by the terms of a zoning ordinance, a residence was required to have 6,000 square feet of lot area. The appraisal testimony was not controverted.

It appears to be conceded that neither tract one nor tract two could be sold separately without great sacrifice and it is apparent that the improvements consist of one functionally unified residence building.

The decree of the circuit court of Adams County followed the recommendation of the master-in-chancery which denied partition, denied a resulting trust and found a mutual mistake in the building of the house which gave rise to equitable jurisdiction based upon broad equitable principles, and ordered a sale of tracts one and two in a single sale. The decree found 24.17335% of the value to be in the 18-foot tract and 75.82665% of the value to be in the 60-foot tract. It ordered the taxes, which had been advanced by the executor, in the sum of $4,710.42, deducted from the proceeds of sale, the payment of $1,000 homestead exemption to the defendant, Isabel Smith, and the balance of proceeds after deducting costs of this proceeding to be paid 24.17385% to the defendant and 75.82665% to the executor for administration through the estate.

The other assets of the estate amount to approximately $39,000. The executor states that there are not sufficient funds to pay the widow’s award that may be allowed, the widow’s one-third of the personal property and also the legacies.

Both defendant and plaintiffs appeal from the decree. The defendant contends that the court had no jurisdiction to order the sale.of tract two, the 18-foot strip. The plaintiffs contend that the court should have ordered the taxes paid by defendant during the period of her use.

The defendant contends that there is no basis for the finding of either mutual mistake or any mistake of fact that would be actionable and that the decree of court ordering the sale of tract two, the 18-foot strip, is in effect an invalid exercise of private eminent domain.

The plaintiffs contend that the finding of mistake was supported by the evidence, that a mistake to ground equity jurisdiction need not be mutual, that equity will act to prevent unjust enrichment, that equity will not suffer a wrong without a remedy, and that there need not be an exact precedent to justify equitable relief.

This is a case of first impression and, indeed, does have an initial appearance of a legal labyrinth. It would seem, however, that the appropriate procedure would be to investigate, first, whether there is a fact situation which ought, in fairness, and in the orderly administration of justice, to have judicial relief and, secondly, whether the application of some remedy would create such additional problems that it ought not to be attempted.

The salient facts are that descendants of the testator, who are entitled to approximately two-thirds of the testator’s estate, have been deprived of their lawful inheritance for more than eleven years. Their property rights become illusory.

No progress has been made in the eleven years to break the impasse which has been reached. One of the chief assets, which is slightly more than one-third of the estate, is improved real estate which is subject to depreciation, obsolescence and waste.

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Cite This Page — Counsel Stack

Bluebook (online)
214 N.E.2d 597, 67 Ill. App. 2d 451, 1966 Ill. App. LEXIS 1321, Counsel Stack Legal Research, https://law.counselstack.com/opinion/stegeman-v-smith-illappct-1966.