Strohm v. McMullen

89 N.E.2d 383, 404 Ill. 453, 1949 Ill. LEXIS 420
CourtIllinois Supreme Court
DecidedNovember 22, 1949
DocketNo. 31153. Decree affirmed.
StatusPublished
Cited by13 cases

This text of 89 N.E.2d 383 (Strohm v. McMullen) 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
Strohm v. McMullen, 89 N.E.2d 383, 404 Ill. 453, 1949 Ill. LEXIS 420 (Ill. 1949).

Opinion

Mr. Justice Gunn

delivered the opinion of the court:

This case involves the construction of the last will of John C. Miller of Cumberland County. The second clause is as follows : “I hereby devise and bequeath to my nephew Thad Bindley, son of Nannie Miller Bindley, now deceased, One ($1.00) Dollar, to be paid by my Executor hereinafter named, out of the proceeds of my estate with convenient speed.” The Third clause made the same sort of a devise to “Cleo O’Day, son of Katie Miller O’Day, now deceased.” Clause five is as follows: “I hereby forever exclude from any benefits of my estate forever, my sister, Mrs. Melissa Miller Duensing, and her son, Ira Duensing.” Clause six reads as follows: “The remainder of my estate consisting of all property, real, personal and mixed, including all my personal effects, of whatever nature or description and wherever located of which I may die possessed, whether now owned by me or hereafter acquired, I devise and bequeath to my beloved brother, George W. Miller, and my beloved sister, Viola Miller Sparks, and my beloved niece, Nina O’Day McMullen, daughter of my sister, Katie Miller O’Day, now deceased, share and share alike.” The last clause appoints the executor of said will.

Prior to the death of John C. Miller both George W. Miller and Viola Miller Sparks, mentioned in the sixth clause of the .will, died, and, since they were both collateral relatives of the deceased, the devises lapsed. The suit was commenced by -Russell E. Strohm, as executor of the estate of John C. Miller, for a construction of the will to determine who became the owner of the one-third interest disposed of by each of the lapsed legacies. By appropriate pleading, Nina O’Day McMullen, the devisee of one third of the residue of the estate, became aligned on one side of the controversy, claiming all of the lapsed property as the survivor of a devise to a class which would take all property included within the devise to the members thereof. On the other side of the controversy were the persons who would be the remaining heirs-at-law of John C. Miller had he died intestate, who are the following: the children and heirs of George W. Miller, one of the deceased residuary legatees; the children and heirs-at-law and legal representatives of such heirs of Viola Miller Sparks, one of the deceased residuary legatees; and other heirs-at-law of John C. Miller, deceased, including Ira M. Duensing, hereinafter designated as “heirs,” who, together with Nina O’Day McMullen, constituted all of the heirs-at-law of John C. Miller, deceased.

The “heirs” claim that the devises by the last will of John C. Miller to the brother, George W. Miller, and the sister, Viola Miller Sparks, lapsed because of their death prior to that of the deceased, and therefore descended to all of the heirs-at-law as intestate property. The court sustained the contention of the “heirs,” and entered a decree accordingly. Nina O’Day McMullen, appellant, comes to this court by way of direct appeal because a freehold is involved, contending the devises in the sixth clause were a gift to a class, of which she is the surviving member.

There seems to be no dispute between counsel as to' the heirship of John C. Miller, deceased, nor of the respective shares allotted to the different parties, provided the court was right in holding that the gifts to the persons in the sixth clause of the will abated, and such property passed as intestate property. The sole question involved is whether the devises made in the sixth clause of the will of John C. Miller constitute a gift to a class, or whether the gifts made therein were individual and personal to the persons named. If the first alternative is adopted by the court the judgment must be reversed; otherwise affirmed.

The definition of a class gift adopted by this court, as laid down by Mr. Jarman in his work on Wills, (Yol. 1, p. 534, 5th. Am. Ed.,) is: “A gift to a class is defined * * * as a gift of an aggregate sum to a body of persons uncertain in number at the time of the gift, to be ascertained at a future time, and who are all to take in equal or in some other definite proportions, the share of each being dependent for its amount upon the ultimate number of persons.” Volunteers of America v. Peirce, 267 Ill. 406; Blackstone v. Althouse, 278 Ill. 481; Henry v. Henry, 378 Ill. 581.

“A class, in its ordinary acceptation, is a number or body of persons with common characteristics or in like circumstances or having some common attribute, and, as applied to a devise, it is generally understood to mean a number of persons who stand in the same relation to each other or to the testator.” (Blackstone v. Althouse, 278 Ill. 481.) And it has been definitely decided in this State that in determining whether a devise is to a class or to individuals depends upon the language of the will. If from such language it appears that the amounts of their shares are uncertain until the devise or bequest takes effect, the beneficiaries will generally be held to take as a class; but where at the time of making the gifts the number of beneficiaries is certain, and the.share each is to receive is also certain and in no way dependent for its amount upon the number who shall survive, it is not a gift to a class, but to the individuals. Volunteers of America v. Peirce, 267 Ill. 406; Blackstone v. Althouse, 278 Ill. 481; Strauss v. Strauss, 363 Ill. 442; Henry v. Henry, 378 Ill. 581 Peadro v. Peadro, 400 Ill. 482.

There is an exception to the rule that naming the individual prevents the gift from becoming a class gift, stated in Strauss v. Strauss, 363 Ill. 442, holding that the mere fact that the testator mentions by name the individuals who make up the' class is not conclusive, and that if the intention to give a right of survivorship is collected from the remaining provisions of the will, as applied to the existing facts, such an intention must prevail. This is in accord with the general rule applying to construction of wills, that the intention of the testator, if clearly manifested from the whole will, must prevail over rules of construction. This rule was recognized in the late case of Peadro v. Peadro, 400 Ill. 482, where the gift after a life estate was devised as follows: “shall be equally divided, share and share alike, between Earl D. Peadro, Berniece F. Peadro, Roy F. Peadro, and Irtys A. Peadro, or the survivor of them to be their sole and absolute property.” In that case we held there was no class gift, saying: “This court recognizes the rule that a gift to persons named is a gift to them individually and not as a class, and will treat the gift as one to individuals, unless reasons are found in the language and structure of the will for deciding that the intent of the testator, which is, of course, paramount to the rule, would be best sub-served by disregarding the rule and treating the gift as one to a class.”

The appellant relies very largely upon the Strauss case to support her contention that the gift under the present will is to a class, and, that being true, the death of George W. Miller and Viola Miller Sparks prior to the death of the testator requires the whole of the residuary estate to go to the survivor named in the sixth clause, vis., Nina O’Day McMullen.

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Bluebook (online)
89 N.E.2d 383, 404 Ill. 453, 1949 Ill. LEXIS 420, Counsel Stack Legal Research, https://law.counselstack.com/opinion/strohm-v-mcmullen-ill-1949.