Warren Boynton State Bank v. Wallbaum

493 N.E.2d 21, 143 Ill. App. 3d 628, 97 Ill. Dec. 539, 1986 Ill. App. LEXIS 2237
CourtAppellate Court of Illinois
DecidedApril 21, 1986
Docket4-85-0560
StatusPublished
Cited by4 cases

This text of 493 N.E.2d 21 (Warren Boynton State Bank v. Wallbaum) 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
Warren Boynton State Bank v. Wallbaum, 493 N.E.2d 21, 143 Ill. App. 3d 628, 97 Ill. Dec. 539, 1986 Ill. App. LEXIS 2237 (Ill. Ct. App. 1986).

Opinion

JUSTICE MORTHLAND

delivered the opinion of the court:

This is an appeal from a judgment of the circuit court ordering partition. The appeal is brought by various children and descendants of Ernest A. Wallbaum and William Conway Wallbaum. The appellees are the executor of the estate of Emma Mae Wallbaum, a sister of Ernest and William Conway; the guardians of a disabled adult, the surviving widow of a grandson of Emma’s third brother Frederick C. Wallbaum; and the executor of the estate of Elaine Stilwell and Hudelson Baptist Children’s Home, certain of the residuary devisees under the will of Emma Mae Wallbaum.

The basic facts are not in dispute. William Wallbaum during his life fathered four offspring by his three wives; Ernest A. in 1869, Frederick C. in 1871, Emma Mae in 1898, and William Conway in 1904. By various conveyances over the course of his life William deeded 561.03 acres to his son, Ernest, reserving a life estate in 361.03 acres; 579.25 acres to his son, Frederick, reserving a life estate in 319.50 acres; 208 acres to his third wife, Martha for her life, reserving also a life estate in himself, with remainder to the issue of that marriage their son William Conway; and 400 acres to his daughter, Emma Mae under certain conditions which will be developed more fully below.

The deed to Emma was executed by William on July 31, 1903. The instrument reserved a life estate in William in 400 acres and conveyed to Emma, a then 5-year-old child, a life estate. The portion of the deed in controversy further provides:

“And upon the death of said Emma Mae [sic] Wallbaum leaving children of her body her surviving, the above described real estate shall descend to such children Share and Share alike. The children of any deceased child, taking only the share which their parent would inherit if living. Upon the death of said Emma May [sic] Wallbaum leaving no such children her surviving the above described Real Estate shall descend to the heirs of said William Wallbaum, Share and Share alike. The children of any deceased child taking only the share which their parent would inherit if living.”

William Wallbaum died testate at the age of 67 on January 9, 1905, leaving a will dated December 28, 1904. At his death, his four children Ernest, Frederick, Emma, and William Conway were his heirs at law. Ernest and Frederick were 35 and 33 years old, respectively, at the time of their father’s death. Emma was 6 years old and William Conway was 3 months of age.

By his will, William devised all his property to his children and his third wife, Martha, in varying proportions. No devise was made of any interest in the 400 acres in question. The will did not contain a residuary clause.

Emma Mae Wallbaum died testate on March 6, 1984, having neither married nor borne children. Prior to her death all of her brothers had died. Each brother was survived by children. The executor of Emma’s will made a claim that under the terms of the deed she was an owner in fee of a one-fourth interest in the 400-acre parcel which passed as part of her residuary estate to a friend and certain religious and charitable organizations. Certain descendants of William Wallbaum’s sons maintained that upon Emma’s death without issue, her estate in the land terminated and no interest passed under her will.

In construing the deed the court applied the general rule that heirs are to be determined upon the death of the testator unless the intention to refer to those who will be heirs at a period subsequent to the ancestor’s death is plainly manifested. Finding no language in the will requiring or implying that an heir survive the life tenant, the court held that Emma had a one-fourth interest in the property and that interest passed under her will. From the order of partition this appeal is taken.

Defendants contend that in construing the deed the trial court applied the Rule in Shelley’s Case and/or the Doctrine of Worthier Title in error. Defendants also argue that under the deed the grantor intended to create an alternative contingent remainder to take effect upon the failure of the prior contingent remainder which vested in a class consisting of the grantor’s lineal descendants who actually survived the death of the life tenant. Because Emma necessarily could not survive herself, defendants claim the trial court erred in determining she had an interest in the property subsequent to her death.

The first two issues may be dealt with summarily. We note, at the outset, that the trial court made no reference to either the Rule in Shelley’s Case or the Doctrine of Worthier Title in reaching its conclusion. The absence of any apparent reliance on either the Rule or the Doctrine would seem appropriate and consistent with the court’s ruling, since we believe neither applies.

The Rule in Shelley’s Case may be described briefly as follows:

“If a life estate in land is conveyed or devised to A, and by the same conveyance or devise, a remainder in the same land is limited, mediately or immediately, to the heirs of A, or the heirs of A’s body, and the life estate and remainder are of the same quality, then A has a remainder in fee simply or in fee tail.” (L. Simes & A. Smith, The Law of Future Interests sec. 21, at 46 (2d ed. 1956).)

By the Rule’s own terms it has no application to the present case. In order for the Rule to become operative, the same instrument which created the life estate must also covey a remainder to the heirs of the life tenant. Here, the deed did not “create” any interest in William Wallbaum; the grantor merely reserved a life estate for himself in land he already owned in fee simple. To be more precise, the Rule applies only to conveyances wherein the heirs named are heirs of a person to whom the life estate is conveyed but does not apply when they are heirs of a grantor.

So too, under the common law it was also impossible to create another kind of further interest in an inter vivos conveyance — a remainder in the heirs of the grantor. Known as the Doctrine of Worthier Title it remains in limited circumstances as a rule of construction and may be described by the following example:

“Thus, if A, owning land in fee simple, conveyed to B for life or in fee tail, remainder to the heirs of A, the remainder was declared void, and A had a reversionary interest in fee simple.” (L. Simes & A. Smith, The Law of Future Interests sec. 1601, at 491 (2d ed. 1956).)

It is not a positive rule of law but only a rule of construction and when it is clear from the language employed that the grantor intended to use the term “heirs” in other than its strict, technical sense, the Doctrine -will not be allowed to defeat the intent of the drafter. The word “heirs” is a technical term which has a fixed legal meaning and refers to those persons who would be appointed by law to inherit an estate in the case of intestacy. When used in a deed the term will be given this legal effect unless the drafter uses inconsistent words showing a clear contrary intent, or to do so would defeat the obvious general intention of the drafter. (Harris Trust & Savings Bank v. Jackson (1952), 412 Ill. 261, 106 N.E.2d 188

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Warren-Boynton State Bank v. Wallbaum
528 N.E.2d 640 (Illinois Supreme Court, 1988)
Martin v. Gerdes
523 N.E.2d 607 (Appellate Court of Illinois, 1988)
Estate of Dawson v. Harris Trust & Savings Bank
522 N.E.2d 770 (Appellate Court of Illinois, 1988)
Oldweiler v. Peoples Bank
514 N.E.2d 541 (Appellate Court of Illinois, 1987)

Cite This Page — Counsel Stack

Bluebook (online)
493 N.E.2d 21, 143 Ill. App. 3d 628, 97 Ill. Dec. 539, 1986 Ill. App. LEXIS 2237, Counsel Stack Legal Research, https://law.counselstack.com/opinion/warren-boynton-state-bank-v-wallbaum-illappct-1986.