Cain v. Finnie

• Decision Date: 21 February 2003
• Docket Number: No. 5-02-0150.,5-02-0150.
• Citation: 271 Ill.Dec. 845,785 N.E.2d 1039,337 Ill. App.3d 318
• Court: United States Appellate Court of Illinois
• Parties: Rae CAIN, Sue Jones, Grattena Ponce, and Erma Farley, Plaintiffs-Appellees, v. Barbara FINNIE, as Executor of the Estate of Blanche Spurlock, Deceased, Defendant-Appellant.

785 N.E.2d 1039

337 Ill. App.3d 318

271 Ill.Dec. 845

Rae CAIN, Sue Jones, Grattena Ponce, and Erma Farley, Plaintiffs-Appellees, v. Barbara FINNIE, as Executor of the Estate of Blanche Spurlock, Deceased, Defendant-Appellant.

No. 5-02-0150.

Appellate Court of Illinois, Fifth District.

February 21, 2003.

Donald V. Ferrell, Thomas J. Foster, Jelliffe, Ferrell, Morris, Doerge & Foster, Harrisburg, for Appellant.

Robert C. Wilson, Wilson & Cape, Harrisburg, for Appellees.

Justice DONOVAN delivered the opinion of the court:

We are presented with the task of interpreting a simple, one-line will, the likes of which still create a split among authorities. In this instance, the circuit court of Saline County agreed with the plaintiffs' interpretation and granted their motion for a summary judgment. The defendant appeals, and we affirm.

In 1949, C.E. Spurlock died. His will, as admitted to probate, provided in its entirety as follows: "I, C.E. Spurlock, leave all my property and holdings to Blanche Spurlock so long as she remains my widow." Blanche Spurlock never remarried and died as the widow of C.E. Spurlock in 1986. Barbara Finnie (defendant) is the daughter of Blanche and C.E. Spurlock. Rae Cain, Sue Jones, Grattena Ponce, and Erma Farley (plaintiffs) are the grandchildren of C.E. Spurlock from his first marriage. They are not heirs of Blanche Spurlock. The real property at stake consists of approximately 200 acres in Saline County.

On July 23, 1997, plaintiffs filed their complaint to quiet title to the real property. They subsequently moved for a summary judgment on the first count of their complaint. They requested that the court declare that C.E.'s will devised to Blanche only a life estate in the 200 acres. Defendant filed a cross-motion for a summary judgment and requested that the court declare that the will devised a determinable fee in the property to Blanche which ripened into a fee simple absolute at the time of her death. The court granted plaintiffs' motion for a summary judgment, declaring that it had been the intent of C.E. to devise a life estate in the property to Blanche.

We initially note that a summary judgment should be entered when the pleadings, depositions, and admissions on file, together with any affidavits, show that there is no genuine issue on any material fact and that the moving party is entitled to a judgment as a matter of law. In re Estate of Lind, 314 Ill.App.3d 1055, 1057, 248 Ill.Dec. 339, 734 N.E.2d 47, 49 (2000). A trial court's ruling on a motion for a summary judgement is subject to de novo review. In re Estate of Lind, 314 Ill. App.3d at 1057, 248 Ill.Dec. 339, 734 N.E.2d at 49.

We further note that when a court construes a will, the challenge is to ascertain the testator's intent and, provided that intention is not against public policy, give it effect. In re Estate of Miller, 230 Ill.App.3d 141, 145, 172 Ill.Dec. 269, 595 N.E.2d 630, 632-33 (1992); Raasch v. Meier, 171 Ill.App.3d 226, 230, 121 Ill.Dec. 158, 524 N.E.2d 1206, 1208 (1988). While the language itself is the best proof of the testator's intent (In re Estate of Lind, 314 Ill.App.3d at 1058, 248 Ill.Dec. 339, 734 N.E.2d at 50), when a latent ambiguity exists, evidence extrinsic to the will, such as the circumstances under which the instrument was drafted and the state of the testator's property and his family, may be utilized (In re Estate of Miller, 230 Ill. App.3d at 145-46, 172 Ill.Dec. 269, 595 N.E.2d at 633; Raasch, 171 Ill.App.3d at 230, 121 Ill.Dec. 158, 524 N.E.2d at 1208). Accordingly, we first turn to the language of the will itself.

The critical phrase in C.E.'s will is "so long as she remains my widow." At first glance, one would believe that C.E. devised to Blanche a life estate in the property on the condition she never remarry. See, e.g., Wiltfang v. Dirksen, 295 Ill. 362, 129 N.E. 159 (1920); Mulberry v. Mulberry, 50 Ill. 67 (1869); see also Wetzel v. Besecker, 77 Ohio App. 235, 64 N.E.2d 602 (1945). The ambiguity arises because there is no gift-over to others of the remainder interest upon the death of Blanche. Normally, when only a life estate is intended, a gift-over provision is included. See, e.g., Kratz v. Kratz, 189 Ill. 276, 59 N.E. 519 (1901); Green v. Hewitt, 97 Ill. 113 (1880). Some courts have concluded that when no gift-over provision exists, the devise created a fee simple determinable or determinable fee simple. See, e.g., Becker v. Becker, 206 Ill. 53, 69 N.E. 49 (1903); see also Anderson v. Anderson, 150 Or. 476, 46 P.2d 98 (1935). A fee simple determinable is a fee simple estate that has a condition or contingency attached thereto and that must be determined whenever the condition or contingency annexed to it is at an end, being a fee for the reason that it may last forever if the contingency does not happen but it could terminate because its duration depends upon collateral circumstances which qualify or debase it. See McIntyre v. Dietrich, 294 Ill. 126, 130, 128 N.E. 321, 322 (1920); Mahrenholz v. County Board of School Trustees, 93 Ill.App.3d 366, 375, 48 Ill.Dec. 736, 417 N.E.2d 138, 145 (1981). The condition or contingency upon which the fee simple estate would terminate in this instance, Blanche remarrying, never occurred, because she remained C.E.'s widow for the remainder of her lifetime, and it can never occur, because Blanche is now deceased. The language of C.E.'s will clearly supports both interpretations. We therefore turn to extrinsic...