Aloe v. Lowe

230 Ill. App. 538, 1923 Ill. App. LEXIS 129
CourtAppellate Court of Illinois
DecidedOctober 2, 1923
DocketGen. No. 28,397
StatusPublished
Cited by2 cases

This text of 230 Ill. App. 538 (Aloe v. Lowe) is published on Counsel Stack Legal Research, covering Appellate Court of Illinois primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Aloe v. Lowe, 230 Ill. App. 538, 1923 Ill. App. LEXIS 129 (Ill. Ct. App. 1923).

Opinion

Mr. Presiding Justice Gridley

delivered the opinion of the court.

The main ground relied upon by counsel for the trustees for a reversal of the order is in substance that solicitors’ fees should not be allowed and taxed as costs to be paid out of the funds of a trust estate, in a chancery proceeding for the assignment of dower, even though in that proceeding the construction of the will of the testator which created the trust estate may be incidentally involved.

In Wilson v. Clayburgh, 215 Ill. 506, the question involved was whether a court of chancery, in the exercise of its equitable jurisdiction, can allow and Xtax as costs the solicitor’s fees of the solicitor for a beneficiary under a trust created by a will who brings a suit to have the resignation of the trustee named in the will accepted and a new trustee appointed in his place, and our Supreme Court answered that question in the negative. In the opinion the court said (pp. 507-8):

“It has been repeatedly held in this State that nothing can be allowed and taxed as costs by the clerk or the court but items of cost designated by the statute to be so allowed and taxed. (Citing cases.) The only exception to this rule in this State is in cases brought by trustees for the construction of wills, where a will is so ambiguous as to make it necessary to go into a court of chancery to obtain a construction thereof, in which class of cases the costs of the litigation must be borne by the estate. Woman’s Union Missionary Society of America v. Mead, 131 Ill. 338; Ingraham v. Ingraham, 169 Ill. 432; Arnold v. Alden, 173 Ill. 229.

• “It is urged with much earnestness that the same reason obtains in this case for the allowance of a solicitor’s fee to complainant’s solicitor to be taxed as costs and paid out of the estate, that exists in the case of a bill filed for the construction of a will which is ambiguous. Such has not been the holding of the courts (In re Holden, 126 N. Y. 589), and this court could not so hold without legislating upon the subject. The question here presented has been before this court in partition suits (citing cases), where the litigation often may be as beneficial to the defendant as to the complainant; but the uniform holding has been, in those cases, that the court cannot allow and tax a solicitor’s fee in the absence of a statute authorizing it so to do, and the same conclusion has been reached in foreclosure cases.” (Citing cases; and see also, Metropolitan Life Ins. Co. v. Kinsley, 269 Ill. 529, 530; Rasch v. Rasch, 278 Ill. 261, 275; Patterson v. Northern Trust Co., 286 Ill. 564, 568.)

Such have been the holdings in this State, where the jurisdiction of the circuit court is invoked in a chancery proceeding to malee partition of lands even though the construction of a will is involved. (Kendall v. Taylor, 245 Ill. 617.) In that case the bill prayed for a partition of the lands. After issues were joined and a hearing had the chancellor ordered the partition to be made but determined the interests of complainants in the land to be different from that prayed for by them and they appealed. The case turned upon the proper construction of the will of Francis M. Kendall, which was ambiguous and required construction, and the principal contention on appeal was whether the chancellor in the decree had properly construed the will. The Supreme Court decided that he should have entered a decree partitioning the lands in accordance with the prayer of the bill. It also appears that the chancellor had taxed the solicitor’s fees of appellees’ counsel as costs; that on appeal counsel for appellants contended that the chancellor had erred in so doing; and that although it was admitted that the fees were reasonable for the work performed they argued that appellees should personally pay those fees. The contention was sustained, the court saying (p. 621):

“The general rule is, that when the testator has expressed his intention in his will so ambiguously as to make it necessary to go into a court of chancery to get a construction of the will in order to determine which of two or more adverse claims to the same fund or property is valid, the costs of the litigation should be borne by the fund or property in question. (Citing cases.) This is not a bill for the construction of a will but for the partitioning of real estate. No trust was created by" the will and no grounds are alleged in the bill that would give a court of equity jurisdiction in the case except that partition is sought of the lands of testator. Under the rules governing the allowance of solicitor’s fees in partition proceedings, appellees are not entitled to the payment of such fees out of the funds of the estate. (Citing cases.) On the facts shown on this record the circuit court erred in allowing solicitor’s fees to appellees.”

We regard the Kendall case as particularly in point in the present controversy. In that case, although the construction of the will of the testator was involved, the only ground alleged in complainant’s bill, giving jurisdiction to a court of equity, was that partition of certain lands of the testator was sought. In the case at bar the jurisdiction of the court was invoked solely for the purpose of having complainant’s dower assigned. If it be said that the present case can be distinguished from the Kendall case, in that in the one a trust was created by the will while in the other no trust was so created, it is a sufficient answer, we think, to say that in the bill in the present case complainant did not allege the existence of said trust as a ground for the court’s jurisdiction. Her petition prayed solely for the assignment of dower under the statute (section 18, ch. 41, Cahill’s Ill. St.). Furthermore, the action was brought solely in her own interest.

The contention of counsel for the trustees is further supported, we think, by the case of Tincher v. Arnold, 147 Fed. 665, decided by the U. S. Court of Appeals for the Seyenth Circuit, where an heir of the testator sought to have the will construed and certain trust provisions held to be invalid. The trial court held the trust provisions to be valid, as creating a good charitable use, and dismissed the bill for want of equity. Complainant also petitioned the court to allow her the amount paid for solicitors’ fees on the grounds that her solicitors had rendered valuable and important services to the value of $1,500, that the will was ambiguous and that application to the court was necessary to obtain a construction thereof. The petition was denied on the ground that complainant was suing in her own right and not for benefit of the trust estate. The decrees were affirmed by the Court of Appeals. In the opinion (p. 677), the court adopted certain conclusions of the trial court, which are set out in full and to which reference is made, and further said: “It is the appellant’s claim to the estate, founded on the position that the trust provision is invalid, which gave the circuit court jurisdiction. The fact that such claim renders a construction of the will necessary does not entitle appellant to counsel fees, because the jurisdiction depends on her claim as heir, and not on her right to have, incidently, a construction of the will.”

An examination of the cases of Woman’s Union Missionary Society of America v. Mead, 131 Ill. 338, Ingraham v. Ingraham, 169 Ill. 432, and Arnold v. Alden, 173 Ill. 229 (cited in the opinion in Wilson v.

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Cite This Page — Counsel Stack

Bluebook (online)
230 Ill. App. 538, 1923 Ill. App. LEXIS 129, Counsel Stack Legal Research, https://law.counselstack.com/opinion/aloe-v-lowe-illappct-1923.