Palmer v. Bradley
Opinion of the Court
delivered the opinion:
The will was executed by Mrs. Benedict in France on the 29th day of March, 1895, and was admitted to probate in the Probate Court of Cook County, March 26th, 1896 — purporting to dispose of real estate situated in Cook County, Illinois, of the value of about seventy-five thousand dollars, and of personal property, consisting of bonds, mortgages, and the like, in possession of appellee in Cook County, of the value of about half a million dollars.
The bill filed December 3rd, 1902, together with the amended bill filed August 4th, 1904, is to require the appellee to account to appellant for the personal property thus coming into his hands under the will.
The basis of the bill is, that though executed in conformity with the laws of Illinois, where both the personal property and the real estate was situated, the will is effective only as to the real estate, because of the fact that it did not conform to the law of France, respecting the execution of wills — the testatrix at the time of the execution of the will being, according to the 'averments of the bill, domiciled in France — and is therefore ineffective as to personal property.
To the bill appellee pleaded substantially as follows: (1) That on notice to appellant the will had been duly admitted to probate by order of the Probate Court; whereby, as between appellant and ap-pellee, it was adjudicated, either that the testatrix, at the time the will was made, was in fact domiciled in Illinois; or, if domiciled in France, that the will was in fact executed in accordance with the laws of France; (2) That the estate has been administered and distributed through the Probate Court,' running through a period from the 26th day of March, 1896, until the 12th day of June, 1902; no contest on the ground herein named having been instituted; whereby appellant is estopped from asking for the relief prayed for in the bill; and (3) The five years statute of limitations; which pleas having been sustained as being good and sufficient in law, and appellant standing by his bill, the bill was dismissed.
We do not think it necessary to go into these pleas^ in detail. Taken as a whole, the first two pleas set up a state of facts that bars this suit. It is well settled in Illinois, that a judgment of the Probate
That an heir may contest the will under this provision of the statute, not only on account of the incapacity or duress of the testator or testatrix, but also because the will is not executed, in matter of formality, in conformity to the law of the place where executed, is not denied by counsel for appellant. The insistence of counsel in that respect is, that because the will is not wholly invalid (is valid as to the real estate disposed of), there can be no challenge under that provision, of its validity as to personal property — that so far as this provision for contest goes the will must stand wholly, or fall wholly.
We cannot concur in this view. The seventh section of the Illinois statute of wills, taken in connection wdth all the provisions of the Illinois law relating to the probate of wills, is a statute of repose. It embodies the public policy of Illinois that the ownership of property derived through wills shall not be held in uncertainty for a longer period than the one indicated, and such further period as is necessary to determine contests already pending. The question that appellant had to decide for himself, when the will was probated, was not whether the personal property was or was not subject to the testatrix’s right of disposal; admittedly the testatrix had a right to dispose of her personal property. The sole question that appellant had to decide was: Is the will, to the extent that it disposes of personal property, valid or invalid by reason of the fact that the testatrix did not comply with the formalities of the law of France respecting the execution of wills. And there is no reason apparent to us, why this question relating, as it does, solely to the validity of the will as a testamentary instrument, to the extent that it purports to dispose of a part of the property involved, may not be raised by the statutory contest provided for; for a contest, like the one now before us, is in the nature of a bill in equity, carrying, in our judgment, the scope and the susceptibility off being adjusted to any given conditions that a bill in equity may embody. To hold otherwise, it seems to us, would be to sacrifice substance to form — -to nullify this statute of repose by confining it within limitations founded on the sheerest kind of technical considerations.
“But it is insisted that, at most, the .court had no further authority than to determine whether the instrument, as probated, was the will of the testator or not, and that it had no power to establish the instrument, as originally drawn and executed, without alteration as the true will.
“It is certainly an old head of chancery Jurisdiction to establish the validity of wills. Story’s Eq. Ju. 1443 et seq., and notes; Adam’s Bq. 535.
“The true contest was, as to which one of two persons was the devisee under the will; and it would fall short of administering a full measure of relief to declare that the one was not, and leave it undetermined, to be adjudged in a further suit, may be, whether the other was a devisee. Both parties being before the court, it best consists with convenience and the rule of chancery practice, that the entire question as to their opposing claims to the devise of the land, should, as between themselves, be put to rest, and that it should be settled which one of them was the devisee.”
And in a subsequent case, Hesterberg v. Clark, 166 Ill. 241, 46 N. E. 734, 57 Am. St. Rep. 135, a like ruling was made.
The truth is, that the bill now before us is in substance, whatever may be its form, a direct attack upon the validity of the will — is based on the fact that while appellee claims the personal property under the will, appellant contests that claim because of the invalidity of the will; so that unless this statutory provision for contest was intended to be limited merely to the inquiry of the testator’s incapacity or duress, the contest here presented is clearly within the kind of contests that the legislature had in mind when the statute of wills was enacted. 'Indeed in many states it has been expressly adjudicated, that upon the presentation of questions of this character to the Probate Court, the judgment might be one of limited or partial probate— a doctrine recognized in Wolf v. Bollinger, and Hesterberg v. Clark, supra; from which- it would logically follow that the proceedings on review, either by appeal or by statutory contest in the nature of a bill of equity, should be equally plastic in the framing of a decree suitable to the circumstances presented.
Now if this be the measure of appellant’s right, were the bill before us being considered in state courts of Illinois, there can be no
The judgment of the Circuit Court is Affirmed.
Reference
- Full Case Name
- PALMER v. BRADLEY
- Status
- Published