Cravens v. Haas

48 N.E.2d 611, 318 Ill. App. 447, 1943 Ill. App. LEXIS 899
CourtAppellate Court of Illinois
DecidedApril 20, 1943
DocketGen. No. 41,649
StatusPublished
Cited by6 cases

This text of 48 N.E.2d 611 (Cravens v. Haas) 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
Cravens v. Haas, 48 N.E.2d 611, 318 Ill. App. 447, 1943 Ill. App. LEXIS 899 (Ill. Ct. App. 1943).

Opinion

Mr. Presiding Justice Sullivan

delivered the opinion of the court.

Henry A. Mix died September 22, 1935. This is a suit to construe his last will and testament, which was executed August 30, 1935. Plaintiffs, Faith Ives Cravens, Isabelle Ives Canfield (formerly Isabelle Ives Jewett), Charles Ives, George Ives, Jr., and William Ives, a minor, by George Ives, his guardian, are the children of testator’s sister, Sarah Ives, who died April 8, 1932, which was more than three years prior to the execution of the testator’s last will. Under this will plaintiffs were specific legatees of $2,000 apiece. In this proceeding for construction of the will plaintiffs sought the allowance to themselves as a class of one half of a trust estate established by said will and the decree of the trial court granted such allowance.

The defendants are:

1. Clarence S. Haas, conservator of the estate of May M. Jackman, the only surviving sister of the testator. She was adjudicated incompetent in 1938, more than two years after testator’s death.

2. C. Houlton Jackman and Margaret Jackman Borland, the two children of May M. Jackman. Their rights are entirely dependent upon the rights of Haas, conservator.

3. Florine Mix, wife of testator, who was executrix of the will and cotrustee of the testamentary trust.

She renounced under the will.

4. First National Bank of Chicago, cotrustee of the testamentary trust.

5. George W. Dammann, whom the court appointed trustee for persons not in being.

The value of the trust estate was $241,533.16 when the decree was entered and the following allowances for attorneys’ fees and expenses were made to the respective parties, payable from said trust estate:

[[Image here]]

Defendants, Clarence S. Haas, conservator of the estate of May M. Jackman, incompetent, and C. Houlton Jackman and Margaret Jackman Borland, children of said May M. Jackman (hereinafter for convenience sometimes referred to collectively as appellants) appeal particularly from those portions of the decree which found “that said last will and testament is ambiguous and should be construed”; which found that plaintiffs, the children of Sarah Ives, deceased sister of testator, are entitled to receive one half of the trust estate and which ordered that said trust estate be divided as follows: “One-half part to Clarence S. Haas, as Conservator of May M. Jack-man, incompetent, and the remaining one-half part to be divided equally among Faith Ives Cravens, Isabelle Ives Canfield, formerly Isabelle Ives Jewett, Charles Ives, George Ives, Jr., and George Ives, guardian of William Ives, a minor”; and which found that plaintiffs were entitled to receive $20,000 as attorneys’ fees and $221.65 for expenses and costs advanced by them and ordered that said amounts be paid out of the trust . estate.

The cotrustees’ appeal questions those portions of the decree which ordered the acceleration of the distribution of the trust estate and which ordered the allowance of attorneys’ fees and expenses to plaintiffs and to appellants.

George W. Dammann, trustee for persons not in being, filed a cross-appeal questioning that part of the decree which ordered the acceleration of the distribution of the trust estate.

Plaintiffs filed separate cross-appeals in which they question the attorneys’ fees allowed under the decree to appellants and to the cotrustees.

The cotrustees and Dammann assert in their brief that, regardless of the renunciation of the will by Florine Mix, widow of the testator, the trial court erred in decreeing acceleration of the distribution of the trust estate and that said distribution should not be made until after the death of Florine Mix. It is unnecessary to determine the question concerning the acceleration of the distribution of the trust estate since Florine Mix died October 23, 1942 and her death was suggested of record October 28, 1942.

Plaintiffs ’ amended complaint consists of two counts, the second of which was abandoned upon the trial. The first count contained the following, material allegations:

“That after certain specific bequests, set out in paragraphs numbered IV, V and VI of said Last Will and Testament . . ., and also after certain specific bequests to his widow, Florine Mix, set out in paragraphs II and III of said Last Will and Testament, which said specific bequests in paragraphs II and III were renounced by said Florine Mix, the said Henry A. Mix, deceased, gave, devised and bequeathed unto said Florine Mix and The First National Bank of Chicago, a corporation, successor in trust to First Union Trust and Savings Bank as trustees, all of the rest and residue of his estate, real, personal and mixed, wherever situated, which remained after the payment of his debts, inheritance and estate taxes, for the uses and purposes therein more fully set forth.

“That said Last Will and Testament provided in subparagraphs (6), (7) and (8) of paragraph VII of said Last Will and Testament:” [Here follow said subparagraphs which the trial court was asked to construe and which will be hereinafter set forth.]

“That it is the contention of the plaintiffs herein that upon the renunciation of said Last Will and Testament of Henry A. Mix by Florine Mix,-the widow of the said Henry A. Mix, deceased, the plaintiffs were entitled as a class to have an undivided one-half (%) interest in and-to all the assets of the trust established and created by Paragraph VII of said Last Will and Testament of Plenry A. Mix, presently distributable to them.

“That the plaintiffs contend that they are entitled to an undivided one-half (%) interest in and to all the assets, income and accretions thereto, belonging to the trust created by Paragraph VII of said Last Will and Testament, pursuant to the terms and provisions of Sub-paragraph (8) of Paragraph VII thereof; and that their interest in said trust so created is presently distributable to them; that the above questions and contentions arise out of a difference of opinion as to the construction and true meaning of the various clauses of said Last Will and Testament above referred to, which can only be properly determined by decree of this Court ....

‘1 That the said Henry A. Mix, deceased, was a highly intelligent, able and successful business man; that he was a man of strong will and dominating personality that said Last Will and Testament of Henry A. Mix, deceased, as admitted to probate was a redraft of a former will redrafted and compiled under the direction and supervision of the said Henry A. Mix, deceased, by incorporating therein and by recopying and using actual pages of a former will which was in dire form and which is attached hereto and made a pa.'t hereof; that said Last Will and Testament, as admitted to probate, was drafted and executed in the manner hereinabove alleged after the death of the testator’s deceased sister, Sarali Ives, also known as Sada Ives, who was the mother of these plaintiffs, with the intention of preserving for them the interest their mother would have taken in said trust estate.

“That said Last Will and Testament of Henry A.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Northern Trust Co. v. Winona Lake School of Theology
377 N.E.2d 1182 (Appellate Court of Illinois, 1978)
In Re Estate of Gibson
312 N.E.2d 1 (Appellate Court of Illinois, 1974)
Orme v. Northern Trust Co.
172 N.E.2d 413 (Appellate Court of Illinois, 1961)
Erwin v. Kruse
161 N.E.2d 249 (Illinois Supreme Court, 1959)
Glaser v. Chicago Title & Trust Co.
77 N.E.2d 844 (Appellate Court of Illinois, 1948)
In Re Estate of Hughes
69 N.E.2d 216 (Ohio Court of Appeals, 1946)

Cite This Page — Counsel Stack

Bluebook (online)
48 N.E.2d 611, 318 Ill. App. 447, 1943 Ill. App. LEXIS 899, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cravens-v-haas-illappct-1943.