Continental Illinois National Bank & Co. v. Bailey

433 N.E.2d 1098, 104 Ill. App. 3d 1131, 60 Ill. Dec. 860, 1982 Ill. App. LEXIS 1617
CourtAppellate Court of Illinois
DecidedMarch 18, 1982
DocketNo. 81-129
StatusPublished
Cited by19 cases

This text of 433 N.E.2d 1098 (Continental Illinois National Bank & Co. v. Bailey) 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
Continental Illinois National Bank & Co. v. Bailey, 433 N.E.2d 1098, 104 Ill. App. 3d 1131, 60 Ill. Dec. 860, 1982 Ill. App. LEXIS 1617 (Ill. Ct. App. 1982).

Opinion

JUSTICE ROMITI

delivered the opinion of the court:

This case involves the construction of a will. Originally the property was placed in trusts divided among various children. The trust property of certain children has now been distributed and only property of certain other children remains in trust. Two of these children died recently without issue. According to the will, their trust property under such circumstances was to be added to and divided among the other “then existing shares or parts of my said trust estate.” The principal issue in this case is whether this language is to be literally enforced and the property divided only between the two shares of trust property still in existence or whether the property is to be divided among the heirs of all the children even though as to the others, the trusts terminated several years before the deaths of the children without issue. We agree with the trial court that the language of the will must be enforced as it is written and affirm. We also hold that the trial court erred in awarding attorney fees.

Edward J. E. Ward (testator) executed his will December 28, 1931. At that time he was 75; his wife was 80. There were eight living children.

They were:

NUMBER OF CHILDREN
NAME AGE IN 1931 IN 1931
Charles H. Ward 56 None
Samuel H. Ward 54 1
Mrs. Susan Shelhamer 52 2
Thomas H. Ward 48 5
Dora Ward 43 None
Mrs. Jennie F. Stewart 42 I
Mrs. Elizabeth Bailey 40 None
Mrs. Annie McKiernan 38 None

There was also one grandchild (Edward J. E. Ward II), son of another deceased child.

The will, after bequeathing the personal property to testator’s wife, left the rest of the estate in trust. The widow was to be paid $25,000 yearly out of the net income of the trust, and the balance of the net income of the trust during the widow’s lifetime was to be paid to the eight children. Immediately upon her death $25,000 was to be set aside for Edward J. E. Ward II. This amount was to be turned over to him at age 40. The rest of the trust was to be distributed as follows:

“Paragraph 6. (a) Immediately upon the death of my said wife, or after my death should she predecease me, and after my said Trustees (or Trustee) have set aside said trust fund for my said grandson, Edward J. E. Ward, II, provided the contingencies have arisen for establishing the same, then in the event that all of my said eight children, Charles H. Ward, Samuel H. Ward, Thomas H. Ward, Mrs. Susie Shelhamer, Mrs. Lizzie Bailey, Mrs. Annie G. McKiernan, Mrs. Jennie F. Stewart and Dora Ward, are living, my said Trustees (or Trustee) shall divide the balance of my said trust estate into eight equal shares or parts as nearly as practicable, or in the event of the death of any one or more of my said eight children prior to the death of my said wife, or prior to my death should she predecease me, leaving no lawful issue him, her or them surviving, then my said Trustees (or Trustee) shall divide the said balance of my said trust estate into as many equal shares or parts as the difference between eight and the number of my said eight children who shall have died prior to the death of my said wife, or prior to my death should she predecease me, leaving no lawful issue him, her or them surviving, and shall pay the net annual income in as nearly equal quarterly payments as possible from one of said shares or parts to each of my said children for and during the terms of their natural lives.
(b) In the event that one or more of my said eight children shall have died prior to the death of my said wife, or prior to my death should she predecease me, leaving lawful issue him, her or them surviving, then the said lawful issue of my said deceased child or children shall be alloted, per stirpes and not per capita, the share or part of my said trust estate to which his, her or their deceased parent or parents would have been entitled if living at the time of the death of my said wife, or at my death should she predecease me, and my said Trustees (or Trustee) shall pay the net annual income from the said share or part which has been allotted to the lawful issue of such child of mine so dying in as nearly equal quarterly payments as practicable for a period of twenty-one years after the death of such child of mine so dying, or twenty-one years after the death of the survivor of myself and my wife, whichever may be last, share and share alike, per stirpes and not per capita.
After the expiration of said period of twenty-one years, my said Trustees (or Trustee) shall convey, assign, transfer, set over and deliver the principal and all unexpended net income from the said share or shares, part or parts, which have been allotted to the said lawful issue of any such deceased child or children of mine, to the then living lawful issue of my said deceased child or children, share and share alike, per stirpes and not per capita, to be his, hers or theirs absolutely forever.
(c) In the event that the lawful issue of any one of my said deceased children should all die prior to the expiration of the said period of twenty-one years, then the principal and all unexpended net income of and from the said share or part to which such lawful issue would have been entitled if living at the expiration of the said period of twenty-one years shall become a part of the principal of my said trust estate and be divided as nearly equally as possible and added to the other shares or parts of my said trust estate. Paragraph 7. (a) Whenever, after the death of my said wife and after my said trust estate has been divided into shares or parts by my said Trustees (or Trustee) among my then surviving children and the lawful issue of any deceased child of mine, any one of my said children shall die without leaving lawful issue him, her or them surviving, the share or part, including all principal and unexpended net income therefrom which had been allotted by my said Trustees (or Trustee) to said child of mine so dying, shall become a part of my said trust estate and be divided as nearly equally as possible by my said Trustees (or Trustee) and added to the other then existing shares or parts of my said trust estate.
(b) When, however, after the death of my said wife and after my said trust estate has been divided into shares or parts by my said Trustees (or Trustee) among my then surviving children and the lawful issue of any deceased child of mine, any one of my said children shall die leaving lawful issue him, her or them surviving, the said lawful issue of my said child so dying shall be allotted, per stirpes and not per capita, the share or part of his or her deceased parent, and the annual income from said share or part and the principal and unexpended net income of said share or part of my said trust estate shall be conveyed, assigned, transferred, set over and delivered by my said Trustees (or Trustee) in the same manner and with the same limitations as are contained in sections (b) and (c) of Paragraph 6 of this my Will.

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CONTINENTAL ILL. NAT'L BK. & T. v. Bailey
433 N.E.2d 1098 (Appellate Court of Illinois, 1982)

Cite This Page — Counsel Stack

Bluebook (online)
433 N.E.2d 1098, 104 Ill. App. 3d 1131, 60 Ill. Dec. 860, 1982 Ill. App. LEXIS 1617, Counsel Stack Legal Research, https://law.counselstack.com/opinion/continental-illinois-national-bank-co-v-bailey-illappct-1982.