In Re Matter of Gleeson

117 N.E.2d 792, 1 Ill. App. 2d 409
CourtAppellate Court of Illinois
DecidedMarch 15, 1954
DocketGen. 9,933
StatusPublished
Cited by8 cases

This text of 117 N.E.2d 792 (In Re Matter of Gleeson) 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 Matter of Gleeson, 117 N.E.2d 792, 1 Ill. App. 2d 409 (Ill. Ct. App. 1954).

Opinion

Mr. Presiding Justice Reynolds

delivered the opinion of the court.

Appellee, Con Colbrook, filed a petition to establish a testamentary trust created under the will of Mary G-leeson, deceased, and for confirmation of the appointment of appellee by the will as trustee thereunder. The appellants opposed the petition and filed their answer and counterclaim, alleging that there existed a fiduciary relationship between the deceased, Mary Gleeson, and the petitioner; that the petitioner had breached that fiduciary relationship by profiting personally from such trust; that petitioner was a contingent remainder-man with interests adverse to the appellants interest; that an irreconcilable hostility existed between the petitioner and the appellants, and asked that the petition be denied; that the court refuse to confirm the appointment of Con Colbrook as trustee and that he be removed as trustee and an impartial, disinterested and competent corporate trustee be appointed. The trial court took jurisdiction of the trust, confirmed the testamentary appointment of Con Colbrook as trustee, with the powers and duties as enumerated in the will of Mary Gleeson, deceased, set a bond of $15,000 for said trustee and dismissed the counterclaim of the appellants. From that order the appellants have appealed to this court.

The will of Mary Gleeson, after devising the household furniture and fixtures to her daughter, Bernadine Gleeson, devised all the rest of the estate unto Con Colbrook in trust. By the terms of the will, Con Col-brook as such trustee was to take, hold, manage, operate and control the same, with full power to lease, re-lease, invest, re-invest, mortgage and pledge the same. He was authorized to collect and receive all rentals and to pay all taxes, insurance, repairs, court costs and reasonable attorney and trustee fees.

The decedent died owning the Southeast Quarter of Section Thirty-one (31), Township Fifteen (15) North, Range One (1) West of the Third Principal Meridian in Christian county, Illinois, identified in the pleadings as Tract No. 1; she also owned an undivided one-half interest in and to the North Half of the Northwest Quarter of Section Eighteen (18), Township Fourteen (14), North, Range One (1) East of the Third Principal Meridian in Macon county, Illinois, identified in the pleadings as Tract No. 2. The other undivided one-half interest in Tract No. 2 was owned by Helen Black, Bernadine Grleeson and Thomas Grleeson. In other words, the decedent owned the 160-acre Tract No. 1, outright. She owned an undivided one-half interest in Tract No. 2, an 80-acre tract. The trust covered the 200 acres owned by Mary Grleeson, namely, Tract No. 1 and the undivided one-half of Tract No. 2.

By the terms of the will creating the trust the net income from one 80-acre tract was to be used to provide for the care, education and support of a son, Thomas Grleeson; the net income from the rest of the trust estate was to be paid, one-third to a daughter, Bernadine Grleeson; one-third to a daughter, Helen Black; and one-third for the care, maintenance and support of the son, Thomas Grleeson. The will also provided that upon the death of the said three beneficiaries, that the share of such beneficiaries should go to their children, and if no children, to the survivors of said beneficiaries. Upon the death of all the three beneficiaries, then it was provided that the trustee should, within one year, liquidate and convert said trust into cash and distribute to the children of the named beneficiaries, and if there were no children of the named beneficiaries, to the persons who would be the heirs at law of the decedent, Mary Grleeson.

Bernadine Grleeson was unmarried. Thomas Grleeson was an incompetent and had been so declared and committed to a mental hospital. Helen Black was the other daughter. The minor respondent, Thomas Black, was a son of Helen Black. Con Colbrook was a first cousin of the decedent, Mary Gleeson, and was a contingent remainderman.

The appeal raises these questions: 1. That the petitioner acted in a fiduciary capacity and had abused such fiduciary relationship for his own profit. 2. That a contingent remainderman should not be appointed as a trustee. 3. That where a trustee has broad discretionary powers and there is such hostility between the trustee and the beneficiaries as to prevent co-operation and to interfere with the operation of the trust, the trustee should be removed.

The evidence discloses that for several years after Mr. Gleeson’s death, Mr. Colbrook was the general supervisor and operator of the farms for Mrs. Gleeson; that Mrs. Gleeson for most of the time was active and consulted with Mr. Colbrook and knew how the farming operations were progressing. After she had a stroke, on the recommendation of Mr. Colbrook, she gave to her daughter, Bernadine Gleeson, a power of attorney. The evidence shows clearly that at the time Mr. Colbrook took over these farms, they were run down and that he had managed the farms in excellent manner. The witnesses, who were neighboring farmers, all testified that he had performed a good job of farming; that he had built the land up and that the farms were much more valuable at the time of Mrs. Gleeson’s death than they were when he first went there. The evidence shows that the two heirs, Mrs. Black and Miss Bernadine Gleeson became dissatisfied with Mr. Col-brook’s management when he was unable to furnish them specific information that they desired. It must be conceded that Mr. Colbrook was not a good bookkeeper and possibly he could not furnish the specific information these two heirs desired. However, there is no evidence that Mr. Colbrook at any time acted dishonestly or that he failed to do a good job. Apparently, the farm income was about $27.50 per acre over the years he farmed the land and at the same time he had built up the farm insofar as improvements and productivity were concerned. The heirs apparently objected to the building of a barn, yet evidence showed the barn was built several years before Mrs. Gleeson’s death so that she must have known of the expenditure of money for this improvement and no objection was made at that time. Evidently, the two heirs, Mrs. Black and Miss Bernadine Gleeson became dissatisfied after their mother’s death but up to the time of their mother’s death, were satisfied with the management of the farm by Mr. Colbrook and trusted his judgment in all matters connected with the farm, and the dissatisfaction that now exists, grows out of his failure or inability to give them specific reports on the farm. There is nothing in the evidence of either Miss Bernadine Gleeson or Mrs. Black to show any dishonesty or short dealings on the part of Mr. Colbrook.

The point first urged, that the petitioner acted in a fiduciary capacity and had profited personally thereby, was a matter of fact that was determined by the chancellor, sitting in equity. We have repeatedly held, that on questions of fact, this court would not disturb the finding of the trial court, unless clearly and palpably erroneous. Western & Southern Life Ins. Co. v. Brueggeman, 323 Ill. App. 173. Where the evidence is conflicting, the conclusions of the trial judge who saw and heard the witnesses and had advantages not possessed by the reviewing court, in judging the weight of their testimony, should not be disturbed unless clearly wrong. City of Quincy v. Kemper, 304 Ill. 303; Bellm v. Henry, 336 Ill. App.

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Bluebook (online)
117 N.E.2d 792, 1 Ill. App. 2d 409, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-matter-of-gleeson-illappct-1954.