Field v. Field

130 N.E. 748, 297 Ill. 379
CourtIllinois Supreme Court
DecidedApril 21, 1921
DocketNo. 13497
StatusPublished
Cited by9 cases

This text of 130 N.E. 748 (Field v. Field) is published on Counsel Stack Legal Research, covering Illinois Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Field v. Field, 130 N.E. 748, 297 Ill. 379 (Ill. 1921).

Opinion

Mr. Justice.Carter

delivered the opinion of the court:.

This was a bill filed in the superior court of Cook county by Marshall Field III. and his sister, Gwendolyn Field, to construe the seventh article of the will of the late Marshall Field, the complainants being grandchildren of the testator. The entire will is a long and carefully prepared document, providing in detail for the distribution of a large estate. While the entire will is found in the record, the fund of which the distribution is here considered was created by the seventh article, which is the part necessary to be more particularly considered in reaching a decision on the questions here involved. The seventh article provided for a trust fund of $5,000,000 for the benefit of his only son, Marshall Field, Jr., and the children of said son. Marshall Field, Jr., .died before the testator, but left three children, Marshall Field III., Henry Field and Gwendolyn Field, who survived the testator, and said three grandchildren became the beneficiaries of the trust created by the seventh article. Marshall Field, Sr., died-in 1906. In July, 1917, his grandson Henry died, leaving his wife, Nancy Perkins Field, surviving him, but the decree found that he left no lawful issue. The trustees of the fund created by the seventh article, who thereafter qualified in accordance with the provisions of the will, were made parties to this proceeding and answered, stating that they were in doubt as to the interpretation of the provisions of the will and as to whether the prayer of the bill as to certain distributions provided for under said article should be allowed thereunder, and prayed that their rights and duties in that regard be found by the court. The trustees also filed, in addition to their answer, a cross-bill, reciting that it had been alleged that Henry Antony Marsh, born on or about July 11, 1916, was an illegitimate son of Henry Field, and asked .the court to construe the will to determine whether or not Marsh was a child of Henry Field and whether he had any rights in the trust estate. Marsh was brought in by service under said cross-bill and a guardian ad litem was appointed for him and the other minors who were made parties. The matter was heard in the trial court and a decree entered finding that Marsh had no rights under the will and that the distribution prayed for in the original bill should be allowed as asked therein. The rights of Marsh are not involved in this appeal. It appears from the record that Marshall Field III. has two minor children,—Marshall Field IV. and Barbara Field. The guardian ad litem who prayed this appeal was appointed to act for these two minor children of Marshall Field III. and for the various minor descendants of the brothers and sisters of the testator, Marshall Field, Sr., to whom reference is made in the seventh clause of the will. Counsel for appellants herein insist that the court was wrong in entering the order for distribution that was entered.

For the convenience of reference the seventh article of the will has been divided into clauses, identified by capital letters from A to J, inclusive, each clause referring chiefly to a substantially different subject from the other clauses of the article, and these subdivisions will be followed, for convenience, in this opinion. Only the clauses of the seventh article which are most directly involved in this case will be set out at length in this opinion, the other clauses being set out in general substance, not as construing them with exactness but merely to aid in understanding the points here at issue.

Clause A of the seventh article devised and bequeathed to the trustees a fund of $5,000,000.

Clause B provided that until the testator’s son, Marshall Field, Jr., attained the age of forty years, half the income should be paid to him and the other half should be accumulated, and that when the son attained the age of forty years the accumulations should be paid over to him absolutely, and that from and after that time all income of the trust fund should be paid to the son until his death.

Clause C provided that after the death of the son, leaving a child or children, the trustees should hold the trust fund and “apply the net income, and ultimately the capital, as hereinafter provided, for the use and benefit of all the children of my son surviving him and for the use and benefit of the issue of any child or children that may have died, said issue taking a parent’s share per stirpes;” that the principal and interest of the fund should be so applied as to give the grandsons, Marshall and Henry, and their respective issue, twice as much as any other' child of said . son or issue thereof. Under this provision Marshall’s share became two-fifths, Henry’s two-fifths and Gwendolyn’s one-fifth of the $5,000,000 trust estate.

Clause D directed the trustees to make suitable provision out of the net income of the fund for the maintenance and education of the grandchildren during their minority, unless such maintenance and education should be sufficiently provided for from other sources.

Clause E contained directions as to the income to be paid to Marshall, Henry and Gwendolyn, upon and after the death of the testator’s son.,, It directed that the net income of the share of each such grandchild should be accumulated and added to the capital of such share until such grandchild attained the age of twenty-five years, after which, and until such grandchild reached the age of thirty-five years, half of the net income of such share, as enhanced by the accumulations, was directed to be paid to, such grandchild and the other half accumulated and added to the capital. Clause E further provided that after such grandchild attained the age of thirty-five years the entire income of the share so enhanced should be paid over to him or her during life. '

Clause F provided that in case any one of the three grandchildren (Marshall,- Henry and Gwendolyn,) should die leaving lawful issue, the trustees should retain and hold and invest and re-invest for accumulation the share of such grandchild until the youngest child of such grandchild should reach the age of twenty-one years or should die before attaining that age. It then provided that when the youngest child of any such grandchild reached the age of twenty-one years the trustees should distribute the capital and accumulated income of such share to the surviving children of such grandchild, to be received and held absolutely. This clause contained further provisions concerning other children of the testator’s son, if any should be born, (there were none born,) and directed that upon the death of any such other child leaving issue the share of the capital and income of the entire trust estate held in trust for such other child should be distributed absolutely to the issue when the youngest of the issue should attain the age of twenty-one years.

Clauses G, H and I are here set out in full, as follows:

G.

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Bluebook (online)
130 N.E. 748, 297 Ill. 379, Counsel Stack Legal Research, https://law.counselstack.com/opinion/field-v-field-ill-1921.