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99 Ill. App. 99

Dearlove v. Otis

Appellate Court of Illinois

Decided December 24, 1901

Appellate Court of Illinois · decided 1901-12-24

<p>1. Wills — Construction of, Where Real and Personal Estate Are Commingled in a Residuary Clause. — The general rule is, that where, in the residuary clause of a will, real and personal estate are commingled, the intention of the testator is that the residuary legatee shall take only that which is left after all other legacies have been satisfied, and in case the personal assets are not sufficient to satisfy the personal bequests, it will be presumed that it was the intention of the testator to charge them upon the real estate bequeathed under the residuary clause.</p> <p>2. Same — Inadmissibility of Evidence to Determine the Intention of the Testator. — Where the language of a will is free from doubt, no testimony, oral or otherwise, is admissible for the purpose of determining the intention of the testator.</p> <p>3. Same — Exception to the Rule that a Will Speaks Only from the Death of the Testator. — Although in this State a will speaks only from the time of the testator’s death, if his intention as communicated in his will is not clear, evidence of the condition of his estate at the time of making the will is admissible.</p> <p>4. Same — Rules of Construction. — In the construction of a will when there is room for doubt, the court will put itself as far as possible in the position of the testator by taking into consideration the circumstances surrounding him at the time of the execution of his will.</p>

Relies on Reid v. Corrigan · Perry, Administrator v. Hunters. · Bergman v. Bogda

Affirmed · Decided 1901-12-24

Mr. Justice Waterman

¶1delivered the opinion of the court.

¶2A specific devise of money will not be charged against a specific devise of real estate, although there be a deficiency of personal assets.

¶3Prior to 1838, in England, a testator could only devise the real estate to which he was actually entitled at the time of making his will. From this was deduced the rule that every residuary devise, however general in its terms, is in its nature specific, being in fact the specific disposition of the lands not before given or not before expressed to be given in the will. 1st Jarman on Wills, 645; 5th Am. from 4th Eng. Ed.; Howe v. Earl of Dartmouth, 7th Ves. 147.

¶4Our statute on wills confers upon every male person of the age of twenty-one years and every female of the age of eighteen years, of sound mind and memory, power to devise all the estate, right, title and interest in possession, reversion or remainder which he or she hath or at the time of his or her death shall have.

¶5Doubt has been expressed whether this rule of the English law was ever adopted in Massachusetts and it would seem that under our statute it can have no existence here. Blaney v. Blaney et al., 1 Cush. (Mass.) 107-116.

¶6The general rule is, that where, in a residuary clause, real and personal estate is commingled, the intention of the testator thereby expressed is, that the residuary legatee shall take only that which is left after all other legacies have been satisfied, and that consequently, upon a failure of personal assets to satisfy the personal bequests, it will be presumed the intentions of the devisor was that they should be charged upon the realty given under such residuary clause. Reid v. Corrigan, 143 Ill. 402; Brooks v. Brooks, 65 Ill. App. 326; Lewis v. Darling, 16 Howard, 1; Jarman on Wills, 5th Am. from 4th Eng. Ed. 605.

¶7Upon the hearing, evidence was introduced for the purpose of showing what the intention of the testator was as to charging the particular bequest of money under consideration upon the realty bequeathed under the residuary clause.

¶8If the language of a will is free from doubt, no testimony, oral or otherwise, is admissible to determine what the testator meant. In other words, evidence is not admissible to enable the court to depart from the unmistakable language of the will. 29th Am. & Eng. Ency: of Law, 339; Brasher v. Marsh, 15 Ohio State, 108; Tebbs v. Duval, 17 Gratt. (D. A.) 345; Still v. Spear, 45 Pa. State, 170.

¶9Although in this State a will speaks from the time of the testator’s death, nevertheless, if his intention is, as enunciated in the will, not clear, evidence of the condition of his estate at the time of the making of the will is admissible. While evidence as to declarations by him as to what he intended is not admissible.

¶10In the construction of the will, the court-will put itself as far as possible in the position of the testator, by taking into consideration the circumstances surrounding him at the time of the execution of the will. But this rule does not apply when the clearness of the language made use of is such that there is no room for doubt. 29th Am. & Eng. Ency. of Law, 340; Perry v. Hunter, 2 R. I. 80; Adamson v. Ayers, 5 N. J. Equity 353; Smith v. Bell, 6 Peters (U. S.), 68.

¶11As is said in Bergman v. Bogda, 46 Ill. App. 351, it is difficult to see how a devise of the rest, residue and the remainder of the estate can be thought to be otherwise than subject to all that has gone before.

¶12The judgment of the Circuit Court is affirmed.

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