Boldenweck v. City National Bank & Trust Co.

99 N.E.2d 692, 343 Ill. App. 569
CourtAppellate Court of Illinois
DecidedJuly 30, 1951
DocketGen. 45,246
StatusPublished
Cited by8 cases

This text of 99 N.E.2d 692 (Boldenweck v. City National Bank & Trust Co.) 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
Boldenweck v. City National Bank & Trust Co., 99 N.E.2d 692, 343 Ill. App. 569 (Ill. Ct. App. 1951).

Opinion

Mr. Presiding Justice Burke

delivered the opinion of the court.

On October 22, 1928, Henry A. Haugan of Chicago, Illinois, made his last will and testament. He died November 30, 1928, leaving him surviving his widow Blanche Caroline Haugan, his son Henry Alexander Haugan, his sister Julia H. Grosvenor, and his three brothers, Charles M., John Richard and Oscar H. Haugan. The will was admitted to probate in the probate court of Cook county on January 21, 1929, and letters testamentary were issued. Distribution was made by the executors to the trustees of the trust established by the will. Charles M. Haugan died November 11, 1934, leaving him surviving his widow Carolyn B. Haugan, and his children, Charles M. Haugan, Jacqueline H. Konysky, Patricia H. Rust, Nancy H. Rich, Dorothea H. Skonberg and Carolyn H. Cushman, all of whom survive. John Richard Haugan died December 1, 1941, leaving him surviving his widow Grace Kleist Haugan, and his children, Laura Marie Haugan and John Richard Haugan, all of whom survive. Oscar Haugan died October 6, 1943, leaving bim surviving his widow Clara J. Haugan, and his children, Jevne Haugan, Richard O. Haugan and Helen H. Clement, all of whom survive. The testator’s sister, Julia Haugan Grosvenor, died May 1, 1949, leaving her surviving her children, Laura G. Millikan, Josephine G. Gonsolus, Jane McNurlen and Julia G. Goodnight, all of whom survive. The American National Bank and Trust Company of Chicago was appointed and qualified as executor of her last will and testament. Henry Alexander Haugan, testator’s only child, died February 1, 1939, without wife or descendants. His mother and the widow of testator, Blanche Caroline Haugan, died May 21, 1948. Leo Boldenweek and Spencer R. Keare, executors of the will of Blanche C. Haugan, deceased, filed their amended complaint in equity in the circuit court of Cook county for the purpose of enforcing their alleged claim to the corpus of the estate of Henry A. Haugan, deceased, and for the construction of his will, against the trustees of the will of Henry A. Haugan, deceased, and the children of the deceased’s sister and brothers of testator, other interested persons and the widows of the three brothers. Among the assets of Blanche C. Haugan, widow of testator, is her distributive share or shares, if any, in the trust estate or estates created in and by the last will of Henry A. Haugan, deceased. A decree was entered determining that under the proper construction of Henry A. Haugan’s will the property remaining in trust upon the death of his widow on May 21, 1948, vested on that date in those persons who would have been the testator’s heirs at law had he died immediately after his wife. Plaintiffs, appealing, contend that the construction placed on the will of Henry A. Haugan is erroneous and that the decree should have been entered in their favor. Defendants, who also filed a counterclaim, ask that the decree be modified so as to eliminate any provision for allowing plaintiffs ‘ ‘ reasonable attorneys ’ fees and expenses payable from the estate,” and that as modified the decree be affirmed.

The following language from the third and fourth articles of the will of Henry A. Haugan, deceased, are relevant to the contentions in the instant case:

‘ ‘ Third: After the payment of my just debts and the bequest provided for in the preceding paragraph, I give, devise and bequeath the entire residue and remainder of my property, of whatsoever kind and wheresoever situated, whether real, personal or mixed, to my trustees hereinafter named, upon the following trust:
“(b) My said trustees shall divide the entire trust estate into (2) parts. One of said parts shall be equal to two-thirds (2/3) of the value of the entire trust estate and shall be known as Trust Number One, which said Trust Number One is created primarily for the use and benefit of my wife, Blanche Caroline Haugan. The remaining part of said trust estate, equal to one third (1/3) of the value of the entire trust estate, shall be known as Trust Number Two, and is created primarily for the use and benefit of my son, Henry Alexander Haugan. My said wife shall be paid the entire net income from Trust Number One every three (3) months dating from the date of my death, so long as she shall live. She shall also be paid the entire net income from Trust Number Two until my said son shall arrive at the age of twenty-five (25) years, if he has not arrived at said age prior to my death, and my said wife shall devote the said net income to the support and use of herself and to the support, use and care of my said son:
“(c) Upon the death of my said wife, Blanche Caroline Haugan, the entire net income from said Trust Number One shall be paid to my said son, Henry Alexander Haugan, if he shall survive my said wife, until he attains the age of thirty (30) years, at which time one-third (1/3) of the principal of said Trust Number One shall be paid and delivered over to him in absolute ownership, and the net income of the remaining two-thirds (2/3) of the said Trust Number One shall be paid to him during the remaining years of his life. But if at the time of the death of my said wife my said son shall not have attained the age of thirty (30) years, then said one-third of the principal of said Trust Number One shall be delivered to my said son when he shall attain said age. Should my said son not have attained the age of twenty-five (25) years at the time of the death of my said wife, my said trustees, dating from the date of my death or from the date of my wife’s death, as the case may be, shall pay to my said son from the net income of said trust estate or trust estates, the sum of Five Hundred ($500.00) per month, until he shall attain the age of twenty-five (25) years. Upon the death of my said son leaving lawful descendants him surviving, the entire income of said Trust Number One then in the hands of my said trustees shall be paid for a period of twenty-one (21) years from the date of the death of my said son, or in case my said wife shall survive him then for a period of twenty-one (21) years from the date of her death, to his lawful descendants per stirpes for a period of twenty-one (21) years, at the end of which time the entire trust estate with all accumulated income shall vest in and be distributed to said lawful descendants of my said son on a per stirpes and not per capita basis. Should he leave no lawful descendants or should all of his lawful descendants (if any) die before the expiration of said twenty-one (21) years, then and in either such event the said trust estate shall vest in and be paid and delivered over to my then living heirs at law.
“ (d)' My said son, Henry Alexander Haugan, when he attains the age of twenty-five (25) years, as aforesaid, shall be paid the entire net income from Trust Number Two until he attains the age of thirty (30) years, at which time there shall be paid and delivered over to him in absolute ownership one third (1/3) of the principal and any accumulated net income on hand in said Trust Number Two, after which time and during the remaining years of his life he shall be paid the entire net income from the remainder of said trust.

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Bluebook (online)
99 N.E.2d 692, 343 Ill. App. 569, Counsel Stack Legal Research, https://law.counselstack.com/opinion/boldenweck-v-city-national-bank-trust-co-illappct-1951.