Wood v. Wood

114 N.E. 549, 276 Ill. 164
CourtIllinois Supreme Court
DecidedDecember 21, 1916
DocketNo. 10968
StatusPublished
Cited by1 cases

This text of 114 N.E. 549 (Wood v. Wood) 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
Wood v. Wood, 114 N.E. 549, 276 Ill. 164 (Ill. 1916).

Opinion

Mr. Justice Dunn

delivered the opinion of the court:

James Wood died on March 26, 1915, leaving a will. His heirs were his brothers, Richard S., Iven and George, his sister, Julia A. Beekman, the descendants of his deceased brothers, Milton and David, and the descendants of two half brothers named Smith. He left a widow, who renounced the will. His estate, worth about $225,000, consisted mostly of real estate. His brother George, and the descendants of his brother Milton and of the deceased half brothers, took nothing under the will. George filed a bill in the circuit court of Morgan county praying that the will be set aside on the ground that it violated the rule against perpetuities. A demurrer was sustained to the bill, it was dismissed for want of equity and the complainant appealed.

The will makes a number of devises and bequests which are not involved in this proceeding. The part of the will which is questioned is that which disposes of the residue of the estate, which the testator divided specifically into four equal parts, making provision for the equalization of the parts in accordance with his estimate of the value of the property included in each part. Paragraph 8 then disposes of the first part as follows:

“Eighth—Said first part, subject to said conditional charge, I give, devise and bequeath to my brother David Wood for and during his natural life. Subject to the life estate of my said brother I give, devise and bequeath one-fifth of said first part to his son Ballard Wood, one-tenth to his grandson, Albert Stice, one-tenth to his granddaughter, Bertha Stice, one-fifth each to his sons Samuel Wood and Richard Wood, and one-fifth to his daughter, Martha Wood, for and during their respective natural lives. Subject to the life estate of my said brother David jWood, and to the respective life estates in his children and grandchildren above named, I give, devise and bequeath said first part to the children of said children and grandchildren, respectively, above named, lawfully begotten, the child or children of any deceased child to take the parent’s part in equal shares, share and share alike, and in the event any of said children or grandchildren above named shall ultimately die without descendants or descendant him or her. surviving, his or her portion shall go, irrespective of the date of such death, to his or her brother or brothers, sister or sisters, or in case both of said grandchildren shall so die without descendants or descendant, then to his or her uncles and aunt and their descendants, respectively, in equal shares, share and share alike, for life and in remainder to their respective children, as aforesaid.”

Paragraph 9 disposes of the second part to his brother Iven, Iven’s three sons and daughter and one grandson and one grand-daughter, in the same language as paragraph 8, except that in the final clause the words “and their descendants,” after the words “his or her uncles and aunt,” are omitted. Paragraph 10 disposes of the third part of the residue to testator’s brother Richard and his three daughters in substantially the same language, except that, there being no grandchildren involved, the devise in case of the death of both grandchildren without descendants, contained in paragraph 8, was omitted. The fourth part was disposed of by the eleventh paragraph of the will to the testator’s sister, Julia A. Beelcman, and her three children, in substantially the same language as the third part was disposed of by paragraph io. -The following is the twelfth paragraph of the will:

“Twelfth—Lest the language of my will may not be entirely clear, I will and direct that it shall in all cases be taken to mean that the several portions are devised to the succeeding generations per stirpes and not per capita, where, as in two instances, two generations are named, so that the members of each generation shall share and share alike in the portion that is or would have been devised to their parent.”

Other provisions of the will are not deemed necessary to notice. Five codicils were subsequently added to the will, one of which refers to the fact that the testator did not mention his brother George or the descendants of his deceased brother Milton as devisees under his will for reasons which seem sufficient to him, and that he mentions them simply for the purpose of emphasizing that he has purposely selected the persons named as devisees as the sole and only persons and corporations among whom his estate is to be distributed. Another codicil modifies the will so] as to direct that the wives of Iven Wood and Richard Wood shall be joint tenants with their respective husbands, and the husband of Julia A. Beekman shall be a joint tenant with her, with the right of survivorship for life.

The circuit court held that the final devise in the eighth paragraph of the will, in case of the death of both of the grandchildren of David Wood without descendants, to their uncles and aunt and their descendants, was a violation of the rule against perpetuities and therefore void but that the remainder of paragraph 8 was valid; that the valid provisions of said paragraph and the said void limitation over are separable, that the corpus of the estate was disposed of by the valid provisions of paragraph 8, and that no other provision of the will violates the rule against perpetuities.

“The rule against perpetuities is thus stated: ‘No interest subject to a condition precedent is good unless the condition must be fulfilled, if at all, within twenty-one years after some life in being at the creation of the interest.’ ‘No interest is good unless it must vest, if at all, not later than twenty-one years after some life in being at the creation of the interest.’ (Gray on Perpetuities, sec. 201; Owsley v. Harrison, 190 Ill. 235; Lawrence v. Smith, 163 id. 149; Howe v. Hodge, 152 id. 252.) If provisions of a testamentary character are such that under them a violation of the rule against perpetuities may possibly happen, then the devise of interests dependent upon such provisions is void.— Eldred v. Meck, 183 Ill. 26, and cases cited supra.” Quinlan v. Wickman, 233 Ill. 39.

Counsel for the appellant insists that the last clause of paragraph 8 of the will is obnoxious to the above rule because, he says, it devises an estate upon the death-of the survivor of the two grandchildren without descendants, to the descendants of the uncles and aunt of such survivor for life with the remainder to the children of such descendants, and the tenants of the life estate so created may be the descendants of the uncles and aunt born after the testator’s death, while their children who are to take the remainder may not be born until more than twenty-one years after the death of the grandchildren of David Wood, thus postponing the vesting of the remainder in them beyond the period fixed by the rule. If this view of the estate intended to be created is correct the conclusion that it violates the rule follows, and this view was taken by the circuit court, but in our judgment it is incorrect. The general scheme of the testator for the disposition of his property is manifest.

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Bluebook (online)
114 N.E. 549, 276 Ill. 164, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wood-v-wood-ill-1916.