In Re Estate of Breault

211 N.E.2d 424, 63 Ill. App. 2d 246, 1965 Ill. App. LEXIS 1061
CourtAppellate Court of Illinois
DecidedOctober 4, 1965
DocketGen. 49,883
StatusPublished
Cited by33 cases

This text of 211 N.E.2d 424 (In Re Estate of Breault) 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
In Re Estate of Breault, 211 N.E.2d 424, 63 Ill. App. 2d 246, 1965 Ill. App. LEXIS 1061 (Ill. Ct. App. 1965).

Opinion

MR. JUSTICE KLUCZYNSKI

delivered the opinion of the court.

Kathryn M. Breault died in August 1952 leaving a last will and testament which devised and bequeathed the bulk of a substantial estate to Harold L. Feigenholtz and Richard Dahm, as trustees, for the benefit of her son, Oscar J. Breault, during his lifetime. The will also bestowed a general testamentary power of appointment over the trust assets in the following manner: “Upon the death of my son, Oscar J. Breault, the property of the trust estate shall be distributed according to the provisions and terms of the Last Will and Testament of my son, Oscar J. Breault, and if he shall fail to execute a Will or such Will should not be admitted to probate, I hereby direct distribution of said estate in the following manner:” etc., naming three charities which were to share equally. Oscar died July 16, 1959. His will dated November 18, 1954, was admitted to probate on October 14, 1959. (In re Estate of Breault, 29 Ill2d 165, 193 NE2d 824). He was married three times, his third wife, Estelle, surviving him. William Joseph Breault and Bonnie Jo Ellen Breault, minor respondents, are children of his second marriage. Kenneth Breault, son of the first marriage, also survived him.

Feigenholtz qualified as executor under Oscar’s will which, after directing payment of debts and taxes, contained in pertinent part: “I give, devise and bequeath all the rest, residue and remainder of my property, of whatsoever character and wheresoever situate, be it real, personal or mixed, belonging to me at the time of my death, or over which I have power of disposition, to Harold L. Feigenholtz of Chicago, Illinois, and his successor or successors as trustee for and upon the following trusts, purposes and conditions. . . .” (Emphasis ours.) Subsequent provisions directed that the income from the trust should be paid to Estelle during her life, and upon her death in equal shares to Oscar’s three children until the youngest should reach the age of 40 years, at which time the corpus was to be distributed between the children (5% each) and a charitable institution (85%). At the time of Oscar’s death, when his will took effect, the trust estate over which he had been given a power of appointment by his mother’s will totalled in excess of $400,000 and included residential property in Florida which had been purchased with trust funds for Oscar’s use.

The Probate Court held that Oscar’s will manifested an intention on his part to appoint the trust assets of his mother’s estate to his own estate, thus making the appointive property assets of his own estate which necessarily bad to be inventoried and accounted for by bis executor.

An appeal to tbe Illinois Supreme Court was taken regarding tbis ruling and various other orders. Tbe Supreme Court, in the appeal In re Estate of Breault, 29 Ill2d 165, 178, 193 NE2d 824 (1963), said:

“Considering tbe will [Oscar’s] in its entirety we do not find tbe requisite intent of tbe donee to make tbe property a part of bis estate for all purposes. This being so, tbe appointee takes from tbe estate of tbe donor as in tbe normal case. For tbis reason, it follows tbat tbe orders of tbe probate court were in error insofar as they ordered tbe appointive assets to be surrendered to and inventoried in Oscar’s estate. . .

Tbe matters before us on tbis appeal arose when petitioner-appellee, Hirscb E. Soble, petitioned tbe Probate Court in tbe pending proceedings involving Oscar’s estate, to enter an order for partial allowance of fees earned by him as attorney for tbe executor, payable out of the Kathryn M. Breault trust assets. Petitioner described in detail tbe legal services be performed for and on bebalf of tbe executor alleging tbat they were reasonable and necessary; tbat Oscar’s estate is small and hopelessly insolvent; tbat tbe fees constitute an equitable charge against the Kathryn M. Breault trust assets; tbat tbe trustees are made parties and tbat an order may be entered against them in tbe proceedings to pay a partial allowance, as tbe court may deem proper, out of tbe assets of said trust.

Respondents answered tbe petition claiming tbat tbe services charged were not made on bebalf of and beneficial to tbe estate; contesting tbe right of tbe probate court to order an executor’s attorney to have bis fees paid out of property not part of the probate estate, and which was the subject matter of a prior pending declaratory judgment and accounting action in the federal court; and denying the insolvency of Oscar’s estate.

Respondents, further answering, alleged that the Supreme Court (In re Estate of Oscar J. Breault 29 Ill2d 165, 193 NE2d 824 (1963)), held that the assets of the Kathryn M. Breault trust were not appointed to Oscar’s estate; that they could not be charged with costs of administration of that estate; that the federal court had jurisdiction of the trust assets in the prior pending suit for declaratory judgment and accounting; that there were questions at issue in the federal court as to whether the trust assets were properly subject to a power of appointment by Oscar, and if so, whether his will was a product of undue influence or otherwise invalid; that the petition failed to show any benefit to the estate, and that the services performed in fact were detrimental to the estate.

Upon a full hearing thereof the trial court entered an order finding that it had jurisdiction of the parties and the subject matter; that the allegations of the petition were true; that the estate was small, insolvent and unable to pay fees; that petitioner’s services were of great value and benefit to the trust estate under the last will and testament of Kathryn M. Breault, deceased; that the successful defense of a federal suit instituted by Sylvia Jackson against Oscar’s estate for an alleged assault and battery committed during his lifetime prevented subsequent recourse against said trust estate; that the executor had a statutory duty to defend Oscar’s exercise of the power of appointment of said trust assets; that the legal services rendered by petitioner as the executor’s attorney in defending the will contest in the Federal Court, and in the suit for declaratory and equitable relief, and in defending against plaintiff’s petition for removal of the executor, and against their objections to the executor’s amended first account and to the amount and nature of the executor’s bond, and, in prosecuting the executor’s appeal to the Supreme Court were all directly related to and reasonably and necessarily incurred in the performance of the executor’s statutory duty and that the legal fees should fairly be charged to the Kathryn M. Breault trust estate regardless of the outcome of said litigation; that a fair and reasonable value of petitioner’s legal services to February 6, 1964, was $67,630; and that petitioner was entitled to an order against the trustees to pay out of the assets of the trust a partial allowance of $45,000 on account of his legal services.

The court ordered Feigenholtz and Dahm as such trustees to pay out of the assets of the said trust estate to petitioner the sum of $45,000 as a partial allowance of his fees, and that in default of such payment execution issue. The court ordered that upon payment of said sum the trustees shall be entitled to take credit therefor in their account and accountings.

Respondents appeal from the order.

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Bluebook (online)
211 N.E.2d 424, 63 Ill. App. 2d 246, 1965 Ill. App. LEXIS 1061, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-breault-illappct-1965.