Gee v. Gee

Mr. Justice Adams

delivered the opinion of the court.

The contention of counsel for appellant, to which their argument is mainly directed, is that appellee’s annuity is not, by the will, made a charge on the corpus of the property.

By the will of Charles Gee, deceased, certain real estate is devised to complainant in fee, next after which devise are the following provisions :

“ And I hereby give, devise and bequeath to my said daughter, Mary Gertrude Gee, for and during and until she shall get married, however, in case she shall live and remain a single person, for and during the term of her natural life, the one annuity or clear yearly rent, or sum of six hundred dollars, free of all taxes and other deductions, to be issuing and payable out of the real estate devised to mv son, Benjamin F. Gee, known as the east half (E. J) of lots twelve (12), fifteen (15) and sixteen (16), in Johnson, Roberts & Storrs’ addition to Chicago, in equal monthly payments of fifty dollars each, on the first day of each and every month in each and every year as aforesaid, and I do hereby charge and subject the said real estate with and to the' payment of the said annuity, yearly rent, or sum of six hundred dollars per annum, at the times and in the manner aforesaid, fully empowering and authorizing the said Mary Gertrude Gee to take any and all proper necessary steps to enforce the payment thereof as aforesaid, if default shall at any time be made in the payment of any of said payments as aforesaid.
“I do hereby give and devise to my son, Benjamin F. Gee, to have and to hold unto himself and his heirs forever, the following described real estate: The east half (E. -£) of lots twelve (12), fifteen (15) and sixteen (16), in block three (8), in Johnson, Roberts & Storrs’ addition to Chicago, with the frontage on Elm street, subject to said annuity.”

In Engelthaler v. Engelthaler, 196 Ill. 230, the court, citing Williams v. Williams, 189 Ill. 500, say:

“ The intention which is to be sought for in the construetion of a will, is not that which existed in the mind of the testator, bat that which is expressed by the language of the will.”

This is equivalent to saying that one must be understood as meaning what he says, and is, as we think, the only safe rule to be guided by in the construction of written instruments. By the language of the will quoted supra, we think it clear, first, that it was the intention of the testator that however appellant might use or enjoy the described premises, complainant was to receive an annuity of $600, payable in monthly installments of $50 per month, on the first of every month, while she remained unmarried. The language is : “the one annuity or clear yearly rent, or sum of six hundred dollars.” There is no evidence that, at the time of the testator’s death, the premises were leased to tenants, nor could the testator know or anticipate that Benjamin F. Gee, his son, would lease the premises to others. By the words “the one annuity or clear yearly rent, or sum of six hundred dollars,” different things are not meant, but the same thing, namely, an annuity of $600. This is made evident by the provision that the annuity is to be paid “in equal monthly payments of fifty dollars each,” etc. Secondly, we think the intention of the testator was to make the annuity a charge on the corpus of the property. The language is: “I do hereby charge and subject the said real estate with and to the payment of said annuity,” and the devise to Benjamin F. Gee is made “subject to said annuity.” We can not conceive how the testator could have chosen more apt language 'to charge the land with the annuity. The land is, in express language, charged with and subjected to the annuity, and Benjamin F. Gee’s estate in the land is made subject to the annuity; and this whether he leases the land to others or not. If he resides on it, or allows it to remain vacant, he holds it charged with and “subject to said annuity.” In other words, the annuity is a lien on the land.

In Einbecker v. Einbecker, 162 Ill. 267, 276, the court quote, with apparent approval, the following from Theobald’s Law of Wills:

“If the capital is given over ‘subject’ or ‘after payment’ of the annuities, the corpus is liable.”

The court, after citing numerous cases, say, Ib. 279:

“When the will provides that the residue of the fund shall go to those who are to take after the death of the annuitant, or when it provides that the fund shall be paid over ‘subject to the payment of the annuity,’ or ‘after the payment’ of the annuity, then the corpus will be liable for arrearages.”

In the case at bar the land is devised “subject to said annuity.”

In Mason v. Robinson, 8 Chan. Div. 411, decided in 1878, the testator bequeathed to his wife an annuity of 700 pounds, and to each of his daughters who should .marry during his wife’s lifetime, during the joint lives of his wife and such daughter, an annuity of 100 pounds, and also certain other life annuities, and bequeathed his personal estate, not specifically disposed of, to trustees for sale and investment, “ to stand possessed thereof, upon trust out of the income thereof to pay and keep down such of the annuities heretofore bequeathed, as for. the time being shall be deemed payable, and subject thereto.” The Master of the Rolls, delivering his opinion, said :

“Now my view is, as I have said, that the words here are sufficient to create a charge on the corpus of the property,” etc.

Numerous cases to the same effect are cited in Theobald’s Law of Wills (2d Ed.), p. 637.

Counsel for appellant rely on Irwin v. Wollpert, 128 Ill. 527; but we think that case materially distinguishable from this. In that case the devise to the son, Gottlieb M. Young, ■was not in terms subject to the annuity, ds is the devise to appellant in the present case. Also the remedy given by the will to the annuitant, in the event of non-payment of the annuity, was to enter the devised premises and receive and take the rents, issues and profits thereof, thus manifesting the intention of the testator that the annuity was to come from the rents and profits, and not from, the sale of the estate. In this case no particular remedy is suggested by the will. The language is “ fully empowering and authorizing said Mary Gertrude Gee to take any and all proper and necessary steps to enforce the payment thereof, as aforesaid, if default shall, at any time, be made in the payment of said payments, as aforesaid.” There are other features in Irwin v. Wollpert which, without reference to the question whether the annuitant had a lien on the corpus of the property, are sufficient to sustain the decision, and which distinguish that case from this. Appellant practically construed the will as requiring payment to appellee of $000 per annum, in monthly installments of $50 each, regardless of appellant’s income from rents. The total amount of appellant’s income from rents from the date of his father’s death till the date of appellee’s marriage, March 31, 1901, was §3,802.50, and from the date of his father’s death until June 30, 1898, appellant paid to appellee $4,050, being at the rate of $50 per month, and being $248 in excess of said gross income. Appellant, since the time of his father’s death, has expended $3,802.50 in running and maintaining the property, so that he has received no net income therefrom.

Appellant’s counsel contend that the appointment of a receiver was error, but we think this was a matter within the discretion of the court, under the circumstances, and is not reversible error.

The decree will be affirmed.