Ginsberg v. Ginsberg

198 N.E. 432, 361 Ill. 499
CourtIllinois Supreme Court
DecidedOctober 24, 1935
DocketNo. 23064. Decree affirmed.
StatusPublished
Cited by32 cases

This text of 198 N.E. 432 (Ginsberg v. Ginsberg) 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
Ginsberg v. Ginsberg, 198 N.E. 432, 361 Ill. 499 (Ill. 1935).

Opinion

Mr. Justice Farthing

delivered the opinion of the court:

This case comes before us by appeal from the circuit court of Kane county, in which Nathan C. Ginsberg, the appellant, filed his complaint to contest the will and four codicils thereto executed by Rachael L. Ginsberg. The complaint charged undue influence on the part of the defendants, “or one or more of them,” and also a want of testamentary capacity. The defendants were Golda Stollmack, Fthel G. Brown, Jean H. Waxenberg, Gene Allen Waxen-berg, Sidney J. Ginsberg, Mollie I. Ginsberg and Ruth E. Ginsberg. The last three were also named defendants in their representative capacities as executors and trustees.

The testatrix died in Los Angeles, California, January 29, 1933. Excepting Gene Allen Waxenberg, she left the parties to the suit as her children and only heirs-at-law. Her husband had pre-deceased her. Her estate was made up of buildings valued, respectively, at $70,000 and $40,000, a homestead worth $5000, stocks and securities totaling $41,968.25, and household goods, jewelry and a stock of merchandise worth $12,367.83. She left a going business known as Ginsberg’s Department Store. All the property was located in Aurora. She made her will on May 11, 1925, in Aurora. By it she gave to her daughter Mollie Ginsberg the family home, furniture, fixtures, silver, her jewelry and $15,000. She made Mollie, Jean and Ruth trustees of the residue of her estate, with power to manage, control, sell or lease, as they saw fit. The trust was to terminate in twenty years. The only provision made for the appellant was that he should receive one-seventh of the sale price of the real estate located at 8-10 South Broadway. This property was worth approximately $70,000. His share was to be held in trust after such sale and was to be paid to him in ten annual installments, one of which was to be due on January 1 of each year. In the event of his death before payment to him was completed, the unpaid portion was to be divided equally among the remaining six children. The residue .of the estate was to be divided equally among the children, with the exception of Nathan. The daughter Ethel’s share was charged with the debts due the testatrix from Otto A. Brown, her husband. Any devisee or legatee who sued to contest the will forfeited his legacy or devise and such legacy or devise was to be added to the residuary estate. By the sixth and last clause the testatrix declared that the inequalities found in the will were not only to be attributed to her own estimate of the needs, service and deserts of her children but were also attributable to the wishes of her late husband, Isaac A. Ginsberg.

The testatrix executed the first codicil in Aurora on December 26, 1925. It provided that the share of her daughter Ethel should be revoked if she continued to be the wife of Otto A. Brown. In such event her share was to go equally to the other children, except Nathan.

On September 24, 1926, at Aurora, the testatrix executed the second codicil, by which she altered the first codicil so as to give Ethel one-sixth of the income from the trust estate while she remained the wife of Otto A. Brown. At his death the restriction was removed, but if Otto survived Ethel the income and corpus of her. one-sixth of the trust estate was to go to the other children, excepting Nathan.

On February 3, 1931, at Los Angeles, California, the testatrix executed the third codicil. By the first of its six clauses she removed her daughter Jean as executrix and trustee and appointed her son Sidney. This clause also gave him an option to purchase the Ginsberg Department Store at whatever price the two remaining executors and trustees should fix, without the approval of a court. By the second clause Ethel G. Brown was appointed substitute executrix and trustee in the event any of the three named should decline or be unable to serve. The third clause provided that none of the executors and trustees should be required to give bond. The fourth clause provided that if either Jean or Golda brought a suit, action or proceeding against the testatrix or any or all of her children during her lifetime, for any purpose, reason or cause whatsoever, such action should constitute an immediate revocation of the entire interest of such daughter or of anyone who aided or abetted such action or was responsible therefor. The fifth clause provided that if any person claimed other than by the will he should be cut off with one dollar.

The fourth codicil was executed in Los Angeles on May 27, 1931. It recited the fact that Jean had brought an action in Illinois to have the testatrix declared incompetent, but that, although deeply grieved thereby, she bore no ill-will toward Jean. It set aside the forfeiture which would otherwise have resulted under the fourth clause of the third codicil, but Jean’s share was charged with the attorney’s fees, costs and expenses borne by the testatrix in defending the suit.

Isaac A. Ginsberg had been a merchant in Aurora about thirty-five years before he died, on February 13, 1923. By his will he left his property to his widow. She had been suffering from high blood pressure and had not been in good health before Isaac’s death. After his death the children, except Ethel and Nathan, lived with their mother. Mollie had charge of the household, did the buying for it and paid the servant. The mother never went out alone and was always accompanied by at least one daughter. Sidney, Golda, Jean and Ruth helped about the store at different times. On one occasion, when Sidney went to California, Nathan had charge of the store. The children were attentive to their mother. On her part, Rachael showed great affection for them, including Nathan, and for his two sons and his wife, Florence. Nathan lived in Chicago and had an established jobbing business in ladies’ ready-to-wear. On one occasion the mother cried and complained that the girls were spending too much money remodeling the house, but the daughters had their way despite their mother’s protest. The mother talked to the daughters who lived with her about making her will. Ruth made the appointment and accompanied her to the office of the attorney who drew it. In response to Ruth’s telephone call Jean left the store and went to the lawyer’s office. Parts, if not all, of the will were read to the mother before she signed it. On one occasion, in 1927, when Mrs. Ginsberg was riding in an automobile in Aurora she saw some old friends on the street. She tried to stand up and was pulled back by the daughters who were with her. The car did not stop. On two or more occasions, when friends were present, the daughters kept their mother from taking part in the conversation by saying, when she attempted to take a part, “Mother, never mind about that,” and the like.

In September, 1930, after an extended absence, Sidney Ginsberg told his mother that he would not return to the department store unless he received $10,000. He gave as his reason for this demand the fact that he had discovered that he was not named as one of the executors by her will. His demands were met and he took charge of the store.

After Isaac’s death the testatrix spent her winters in California. She went there in 1930 and remained until her death. Mollie, Ethel and Ruth lived with her. About January 1, 1931, Sidney went to California, and next day Golda followed by airplane. On this occasion Nathan took charge of the store at Golda’s request.

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198 N.E. 432, 361 Ill. 499, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ginsberg-v-ginsberg-ill-1935.