Flanner v. Fellows

68 N.E. 1057, 206 Ill. 136
Illinois Supreme Court·Decided December 16, 1903·Published·Cited by 14 cases

Opinion

Mr. Chief Justice Hand

delivered the opinion of the court:

It seems clear from a consideration of the entire will that the testator (after deducting his household furniture, homestead and life insurance,) intended that his estáte-should be divided into four equal parts; that his widow should receive two parts, his brother one part, and his sister and her children one part; that the widow and brother should receive the portions given to them absolutely, and that the brother, as trustee, should convert the remaining one-fourth into money and invest the proceeds in interest-bearing securities, and pay the income therefrom to the sister during her lifetime; that the interest upon the fund, upon the death of the sister, should be paid to her children or held by the brother until they were of legal age and then paid to them, but that the principal should not be paid to them, in any event, until they were twenty-five years of age, respectively; and in case the brother thought advisable to not pay to said children, or either of them, the principal upon their reaching the age of twenty-five years, he might continue to hold the property belonging to all or to any of said children, and for the purpose of preserving the fund might appoint a successor in trust to act after his death. We find nothing in the will, however, which indicates that the testator intended the fund should be held in trust for a period beyond the death of the mother and her children.

While the will in express terms does not invest the legal title to the one-fourth set aside for the benefit of Harriet Flanner and her children in Norman J. Fellows, as trustee, and confer upon him a power of sale with reference thereto, we think it clear that such is its legal import. The evidence shows a large portion of the estate to consist of real estate, much of which is unproductive. The direction to Norman J. Fellows to invest the portion of the estate set aside by the testator for the benefit of his sister and her children, as “trustee, in good bonds or mortgages,” could not be complied with by the complainant unless he had the legal title and could convey the fee. In Hale v. Hale, 146 Ill. 227, on page 246 it was said: “The rule is familiar, that where a will contains no words expressly creating a trust or devising the legal title to the executors or trustees, such devise may be implied, where the powers conferred and duties imposed on the executors are of such a character that a legal title is necessary to their proper exercise or performance.”

In view of the doctrine announced in the foregoing case, which is in accord with a long line of decisions in this State, the legal title to the portion of the estate set aside for the benefit of Harriet Flanner and her children vested in Norman J. Fellows, and full power and authority were by implication conferred upon him to sell and convey the fee title thereto. If such were not the case the trust would wholly fail by reason of the inability of the trustee to execute the trust. The testator intended that one-fourth of his estate, after deducting his household furniture, homestead and life insurance, should go to his sister and her children. The law favors the vesting of estates rather than that the title should be in abeyance. In Scofield v. Olcott, 120 Ill. 362, on page 374 it was said: “It has long been a settled rule of construction in the courts of England and America, that estates, legal or equitable, given by will, should always be regarded as vesting- immediately, unless the testator has by very clear words manifested an intention that they should be contingent on a future event.” And in Kellett v. Shepard, 139 Ill. 433, on page 443: “Where it is a remainder after a life estate, it is regarded as a vested remainder, and the possession, only, is postponed. (Abbott v. Bradstreet, 3 Allen, 587.) The fact that the gift or devise must open to let in after-born children is not inconsistent with the vesting of the estate in interest at the testator’s death, though the vesting in possession is deferred to the period of distribution.” And in Scofield v. Olcott, supra, on page 370: “An estate is vested when there is an immediate right of present enjoyment or a present fixed right of future enjoyment.”

In view of the rules above announced we think it clear that while the legal title, at the date of the death of the testator, vested in the trustee, the equitable title vested in Harriet Planner and her children; that is to say, Harriet Planner took a life estate therein and the remainder vested in her then living children, which remainder was liable to open to let in any children which might be subsequently born to her. Kellett v. Shepard, supra.

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Flanner v. Fellows, 68 N.E. 1057, 206 Ill. 136 (Ill. 1903).

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