In Re Estate of Lowry

418 N.E.2d 10, 93 Ill. App. 3d 1077, 49 Ill. Dec. 366, 1981 Ill. App. LEXIS 2221
CourtAppellate Court of Illinois
DecidedFebruary 26, 1981
Docket80-500
StatusPublished
Cited by8 cases

This text of 418 N.E.2d 10 (In Re Estate of Lowry) 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 Lowry, 418 N.E.2d 10, 93 Ill. App. 3d 1077, 49 Ill. Dec. 366, 1981 Ill. App. LEXIS 2221 (Ill. Ct. App. 1981).

Opinion

Mr. PRESIDING JUSTICE ROMITI

delivered the opinion of the court:

The appellants have appealed from the following rulings made by the trial court during the probate of a will:

1. the appellants were not legatees and thus were not entitled to notice of the probate of the will since the testator merely “requested” another legatee to divide certain property with the appellants;

2. the paragraph of the will stating that a specifically designated trust was revoked was effective to revoke that trust.

We find no error and affirm.

The testator, Katherine Bulkley Lowry, died March 23,1977. She was survived by three children, 10 minor grandchildren and several second cousins, including Peter Bulkley and the appellants, Gary and Craig Bulkley, who are Peter’s brothers.

Lowry’s will was admitted to probate on June 6, 1977. The petition for probate of the will listed her children, grandchildren and Peter Bulkley as heirs or legatees. Neither Gary nor Craig Bulkley were listed as legatees, nor was a copy of the petition mailed to them. On May 4, 1978, several months after the period for contesting a will had expired (Ill. Rev. Stat. 1977, ch. 110)2, par. 8 — 1), the co-executors of the estate filed, as a supplemental proceeding, a petition for an order of the court ruling that the testator’s trust agreement, which had originally been executed in 1972, had been revoked by the will. Summonses as to these proceedings were issued to the appellants and they filed their answer. As already noted, the trial court, after hearing arguments, ruled that the appellants were not legatees and thus had not been entitled to notice under the will and that the will revoked the trust.

Additional facts will be set forth as needed for the discussion of our reasons for affirmance of the trial court’s decision.

I.

The trial court correctly ruled that the appellants were not legatees under the will.

Section 6 — 4(a) of the Probate Act (Ill. Rev. Stat. 1977, ch. 110M, par. 6 — 4(a)), requires that heirs and legatees be given notice of the probate of the will. Under that statute, as it presently reads, notice is not required to anyone other than heirs and legatees. The appellants concededly are not heirs. Thus, unless they are legatees, they were not entitled to notice.

The appellants were only mentioned once by name in the will. That was in article II which reads as follows:

“I give all my personal and household effects not otherwise effectively disposed of, such as jewelry, clothing, automobiles, furniture, furnishings, silver, books and pictures (including policies of insurance thereon, if feasible) to PETER BULKLEY of the City of Hartford and State of Connecticut, and request that he divide said effects with his brothers, GARY BULKLEY and CRAIG BULKLEY.”

While at times, under special circumstances, words in a will such as “request” and “desire” have been construed as mandatory (see, for example, Keiser v. Jensen (1940), 373 Ill. 184, 25 N.E.2d 819), it is presumed that such language, is used in its ordinary, precatory sense and does not impose a trust upon the legatee but gives the legatee to whom the request was made the discretion to accept or reject the request. (5 Page on Wills §40.5 (I960).) The rule is well settled that subsequent language, in order to reduce the legacy from an estate of inheritance to a lesser estate, must be clear and explicit so that there can be no uncertainty as to what was intended and generally this is not true of such words as “request” and “desire.” (Edgar County Children's Home v. Beltranena (1949), 402 Ill. 385, 84 N.E.2d 363.) Furthermore, it is clear from other parts of the testator’s will that she was aware of how to leave assets in trust or to more than one person. In article V of the will, the residuary clause, she left the residue of the estate to her co-executors “to be administered, managed and distributed under the terms and conditions which I have set forth herein as follows.” Clause C of article V provided that “I give and bequeath to my aforesaed [sic] beloved grandchildren as shall survive me the rest, resdue [sic] and remainder of my estate, share and share alike.” In light of these provisions clearly showing an intent to leave property in trust for several persons, we should construe clauses not using such language but using words normally understood only in a precatory sense, in that latter sense. As the court remarked in Edgar County Children's Home v. Beltranena (1949), 402 Ill. 385, 388, 84 N.E.2d 363, 365:

“That the testator was familiar with accurate dispositive terminology is apparent from his use of the words ‘give devise and bequeath’ in connection with his gift to his wife. By failing to employ words of similar import in subsequent provisions, he has indicated that the latter were intended to express a mere wish as to the future disposition of the property by his wife. The testator must be considered to have used language with ordinary intelligence, and if he did so he clearly would not adopt these different modes of expression without intending a difference of meaning. It is only by recognizing the latter terminology as mere precatory expressions that an inconsistency can be avoided.”

Our conclusion is reinforced by the fact that when the testator first set up a trust in 1972 she left in trust “all my family furniture and heirlooms * * * to the descendants, per stirpes, living at the time of my death, of my cousin, Roger Bulkley and Marilyn Bulkley * * *. (They presently have four children — Peter Bulkley, Gary Bulkley, Craig Bulkley and Kerry Bulkley.)” and she also left two-thirds of the balance of a family trust to the Bulkley cousins, the principal to be distributed in equal shares; whereas after the final amendment to the trust, the corpus of the trust was to be given to Peter Bulkley “provided further that at his discretion I ask him to equitably distribute to his brothers, Gary Bulkley and Craig Bulkley, such funds as he deems them responsible and capable of handling * * This change in language demonstrates that the testator was fully aware of the difference between leaving property absolutely to certain persons to be divided between them and leaving property to one person with suggestions as to how it was to be handled and that she was capable of drafting a document to further either end. The change further indicates that as time went by the testator became less and less interested in leaving property to Gary and Craig Bulkley. The will was simply the culmination of this desire.

II.

In light of the terms of the trust, the provision in the will specifically revoking the trust was effective.

In 1972 the testator executed a declaration of trust, describing certain of her property and providing for its disposition. In that instrument the testator-settlor declared herself to be the trustee of the described property.

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Bluebook (online)
418 N.E.2d 10, 93 Ill. App. 3d 1077, 49 Ill. Dec. 366, 1981 Ill. App. LEXIS 2221, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-lowry-illappct-1981.