Williamson v. Williamson

657 N.E.2d 651, 212 Ill. Dec. 450
CourtAppellate Court of Illinois
DecidedNovember 21, 1995
Docket1-93-3401
StatusPublished

This text of 657 N.E.2d 651 (Williamson v. Williamson) 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
Williamson v. Williamson, 657 N.E.2d 651, 212 Ill. Dec. 450 (Ill. Ct. App. 1995).

Opinion

657 N.E.2d 651 (1995)
275 Ill.App.3d 999
212 Ill.Dec. 450

Estate of Robert E. WILLIAMSON, Sr., Deceased, Petitioner-Appellant,
v.
Joseph H. WILLIAMSON, Administrator of the Estate of Joseph Williamson, Legatee-Heir under the will of Robert E. Williamson, Sr., Respondent-Appellee.

No. 1-93-3401.

Appellate Court of Illinois, First District, Second Division.

August 29, 1995.
Rehearing Denied November 9, 1995.
As Modified November 21, 1995.

*652 Howard B. Brookins, Jr., P.C., & Associates, Chicago, for Appellant; (Howard B. Brookins, Jr., of counsel).

Marcia L. Sabesin, Chicago, for Appellee, Joseph H. Williamson.

Chuhak & Tecson, P.C., Chicago, for Interested Party Consuelo Williamson; (Barry A. Feinberg, James W. Naisbitt, of counsel).

MODIFIED ON DENIAL OF REHEARING

Presiding Justice SCARIANO delivered the opinion of the court:

The sole issue in this case is whether the equitable doctrine of election applies to validate the devise of property which had been held by the testator and one of his children in joint tenancy and which the testator therefor had no right to devise. For reasons that follow, we hold that the equitable doctrine of election does not apply to a devise of such property. We thus affirm the judgment of the circuit court.

The facts underlying this case are not in dispute. On February 19, 1991, Robert E. Williamson, Sr. (Robert), died. His last will and testament, dated August 20, 1986, was read aloud by his attorney on February 23, 1991, in the presence of, among others, Robert's six children, one of whom was Joseph Williamson (Joseph). The will provided in part as follows:

"I give to those of my children, Quennetta Williamson Miller, Theodore B. Williamson, Robert E. Williamson, Jr., Clarence B. Williamson, and Claretta P. Williamson Comeaux, who survive me by thirty (30) days, as tenants in common and not joint tenants, my two-thirds (2/3) interest in the real estate located at 3536 through 3546 South Indiana Avenue, Chicago, Illinois, and any insurance policies thereon, free of any mortgage indebtedness, which I direct, shall be paid from the residue of my estate."

The real estate located at 3536 to 3546 South Indiana was originally held in joint tenancy by Robert; his wife, Annie V. Williamson, who died on January 8, 1983; and Joseph.

The will also provided that the residue of the estate be divided equally as tenants in common among his six children, including Joseph, who survived him by at least 30 days.

Claretta P. Williamson Comeaux was named executor of Robert's estate (the Estate), and the will was admitted to probate on March 13, 1991. On September 12, 1991, she tendered a check to Joseph for $18,552.69 as a partial distribution of the residue of the Estate, and he cashed the check shortly thereafter. On June 7, 1992, Joseph died and his son Joseph H. Williamson was named the independent administrator of the estate (Joseph's estate).

On February 23, 1993, the Estate filed a petition for a citation to recover assets, seeking an order from the circuit court requiring Joseph's estate to transfer two-thirds interest in the South Indiana Avenue property pursuant to the equitable doctrine of election. Joseph's estate responded that it was not required to produce the asset because a deceased joint tenant has no legal interest capable of devise or subject to intestate succession, and therefore the property could not be considered a part of the Estate. Thereafter, the Estate filed a motion for summary judgment and Joseph's estate moved to dismiss the petition.[1]

At the hearing on the motions, the Estate argued that because Joseph never contested the will and because he accepted property devised to him under the residuary clause, the equitable doctrine of election prevented his estate from asserting that the property was incapable of devise. Although the Estate acknowledged that no Illinois court had ruled that the equitable doctrine of election applied to attempted dispositions of property held in joint tenancy, it argued that courts of several other states had found that it did. Joseph's estate argued, as it had in its response to the petition filed by the Estate, that no election occurred because the property *653 was incapable of devise by Robert, and further that any contrary conclusion would be inconsistent with the statutory right of survivorship in and to property held in joint tenancy. The court ruled that because the property held in joint tenancy became Joseph's by operation of law at the time of Robert's death, Robert held no interest in the real estate which was capable of devise. The court therefore denied the Estate's motion for summary judgment and granted Joseph's estate's motion, dismissing the petition.

On appeal, the Estate contends that the circuit court erred in denying its motion for summary judgment and in granting the motion to dismiss, asserting that the equitable doctrine of election is well established in Illinois, and that no reason exists for its not applying to property held in joint tenancy.

The equitable doctrine of election, as applied to wills, "is not a creation of the common law, but was imported into equity from the civil law" (Carper v. Crowl (1894), 149 Ill. 465, 474-75, 36 N.E. 1040, 1042), and as such, "does not depend upon any statute, but rests upon the ground that one who elects to take under a will and assert a claim to property given by the will must recognize the equitable rights of all parties under the same will and thereby ratifies all the terms of the will" (Palenske v. Palenske (1917), 281 Ill. 574, 578, 118 N.E. 46, 47). The doctrine provides that "when the testator has made a disposition of property not his own and has given a benefit to the person to whom it belongs, the devisee or legatee accepting the benefit so given to him must make good the testator's attempted disposition." (Carper, 149 Ill. at 477, 36 N.E. at 1043.) Thus, in order for the doctrine of election to apply, the testator must (1) dispose of property not his own, and (2) make a valid gift to the owner of that property which is accepted by the legatee. Carper, 149 Ill. at 476, 36 N.E. at 1042; Luepker v. Rieso (1983), 119 Ill. App.3d 62, 66, 74 Ill.Dec. 744, 746, 456 N.E.2d 246, 248; see also Stanley B. Balbach, Election Is Not Just For The Widow, 65 Ill.B.J. 128 (1976) (hereinafter Balbach).

In the instant case, Robert devised to five of his children two-thirds of the Indiana Avenue property, which at the time of Robert's death was held solely by Joseph as the last surviving joint tenant thereof. The Estate argues that because the last surviving joint tenant acquires sole ownership by operation of law upon the deaths of the other joint tenants (765 ILCS 1005/1 (West 1992); Harms v. Sprague (1985), 105 Ill.2d 215, 224, 85 Ill.Dec. 331, 335, 473 N.E.2d 930, 934), Robert disposed of property that he did not own. Elsewhere in the will, Robert named Joseph one of the beneficiaries of the residue of the estate; therefore, the argument continues, since Joseph made an appropriate election under the will, the equitable doctrine of election requires his estate to "make good [Robert's] attempted disposition."

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Bluebook (online)
657 N.E.2d 651, 212 Ill. Dec. 450, Counsel Stack Legal Research, https://law.counselstack.com/opinion/williamson-v-williamson-illappct-1995.