In re the Estate of Downing

236 Ill. App. 168, 1925 Ill. App. LEXIS 94
CourtAppellate Court of Illinois
DecidedFebruary 9, 1925
DocketGen. No. 29,203
StatusPublished
Cited by1 cases

This text of 236 Ill. App. 168 (In re the Estate of Downing) 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 the Estate of Downing, 236 Ill. App. 168, 1925 Ill. App. LEXIS 94 (Ill. Ct. App. 1925).

Opinion

Mr. Justice Johnston

delivered the opinion of the court.

This is an appeal by the Harris Trust and Savings Bank and Egbert H. Gold, executors, from a judgment in favor of Helen F. Downing, on an appeal from the probate court to the circuit court in the matter of a claim of Helen F. Downing against the estate of her mother, Julia E. Downing, deceased.

The claim of Helen F. Downing, as originally filed in the probate court, was for fourteen forty-fifths of the estate left by Thomas F. Downing, the deceased brother of the claimant and the son of Julia E. Downing, deceased. The probate court allowed the claim for the sum of $8,000. The facts stated in the claim as filed in the probate court are as follows :

“At the time of the death of said Thomas F. Downing he left him surviving as his only heirs at law and next of kin Julia E. Downing, his mother, and Henrietta Maisel, Mabel Downing and Helen F. Downing (this claimant), his sisters; that this claimant, together with her said two sisters, at the request of their said mother, Julia E. Downing, assigned and transferred to her shortly after the death of said Thomas F. Downing, deceased, all of their right, title and interest in and to the estate of said Thomas F. Downing, deceased, on condition and in consideration of the agreement of said Julia E. Downing to return to them the said distributive shares in said Thomas F. Downing estate of each of the sisters of said deceased or the equivalent thereof upon the death of said Julia E. Downing; that the distributive share of this claimant in the estate of said Thomas F. Downing under the intestate laws of the State of Illinois amounted to one-fifth thereof; that after said assignments were made to said Julia E. Downing by this claimant and her said two sisters, said Mabel Downing, one of the claimant’s said sisters, died intestate, by reason whereof this claimant became entitled to one-fourth of said Mabel F. Downing’s one-fifth interest in the estate of Thomas F. Downing, deceased; that thereafter said Julia E. Downing, this claimant’s said mother, died testate and failed to provide that the distributive share of this claimant in the estate of said Thomas F. Downing or that the distributive share of this claimant in the interest of said Mabel Downing in the estate of said Thomas F. Downing, deceased, be given to this claimant, but on the contrary, said Julia E. Downing in and by her last will and testament now on file in this court in this estate, creates a trust estate and only a portion of the income thereof is directed to be paid to this claimant; that the sum total of said one-fifth interest of claimant in the estate of said Thomas F. Downing and this claimant’s one-fourth interest in the distributive share of said Mabel Downing in the estate of said Thomas F. Downing aggregate said fourteen forty-fifths interest of this claimant in the estate of said Thomas F. Downing, deceased, for which this claimant hereby makes claim, which fourteen forty-fifths interest in the estate of said Thomas F. Downing amounts to about $12,500, the estate of said Thomas F. Downing having amounted to approximately $40,000.”

The trial in the circuit court on the appeal from the probate court was before a jury. The jury were instructed that “if the claimant is entitled to recover she is entitled to recover only one-fifth of the value of the estate of Thomas F. Downing at the date of his death.” By stipulation of the parties for the purposes of the trial the net value of the estate of Thomas F. Downing, deceased, on December 19, 1910, was fixed at $32,000; the date December 19, 1910, being the one on which the claimant, Helen F. Downing, assigned her interest in the estate of Thomas F. Downing to her mother, Julia E. Downing. The jury returned a verdict in favor of the claimant, Helen F. Downing, in the sum of $6,400.

The evidence shows in substance that after the death of her son, Thomas F. Downing, Mrs. Julia E. Downing made a will; that before making the will she had a conversation with the claimant, Helen F. Downing, and her two other daughters, Mabel Downing and a married daughter, Henrietta Maisel, in which, according to the testimony of Henrietta Maisel, she, Julia E. Downing, stated in substance that she wanted the income for her life from the estate of Thomas F. Downing; that after her death she would leave all of the estate to the three daughters; that the three daughters “would have to sign an assignment so the will could be made”; that the three daughters were to assign their “rights to her as long as she lived”; that “the estate was to remain for two years and then each daughter was to receive half of the estate and the remaining half to remain in the estate for three additional years, and then we were to receive the other half.”

Margaret Masterson, first cousin of Julia E. Downing, and Anna O’Shea, also a first cousin of Julia E. Downing, testified in substance that Julia E. Downing had told them that she wanted the estate of Thomas F. Downing left to her while she lived and at her death she wanted the estate divided among her three daughters.

The evidence shows further that the three daughters went with the executor, Egbert H. Gold, to the offices of the executor, the Harris Trust & Savings Bank, and each executed an assignment of her interest in the estate of Thomas F. Downing to her mother. The assignment executed by the claimant, Helen F. Downing, which is identical with the other two assignments, is as follows:

“I, the undersigned, Helen Downing, of Chicago, Illinois, a sister and one of the heirs at law and next of kin of Thomas F. Downing, deceased, late of the County of Cook, and State of Illinois, for and in consideration of the love and affection which I bear my mother, and in consideration of the execution of an assignment similar to this by Mabel Downing and Henrietta Maisel (formerly Henrietta Downing), my sisters, do hereby assign, transfer and set over to my mother, Julia E. Downing, all my right, title and interest in and to the estate of said Thomas F. Downing, deceased, and I do hereby authorize and direct Harris Trust and Savings Bank, administrator of the estate of said deceased, to transfer and deliver to the said Julia E. Downing all my distributive share in and of the estate of said deceased, and each and every part thereof, and I do hereby authorize the said Julia E. Downing to make, execute and deliver all necessary and proper receipts, discharges and other writings in respect of my distributive share of said estate.
Witness my hand and seal this nineteenth day of December, 1910.
Helen Downing (seal) . ’ ’

After the execution of the assignments by the three daughters, Julia E. Downing executed a will, in which she made bequests to the three daughters as follows:

“(c) To pay the net income from said trust estate as it shall from time to time exist in convenient installments and in equal parts to my daughters, Henrietta Maisel, Helen Downing and Mabel Downing, or the survivor or survivors of them, provided that the issue of any deceased daughter shall receive the parent’s share.

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Related

Pillsbury v. Early
252 Ill. App. 620 (Appellate Court of Illinois, 1929)

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Bluebook (online)
236 Ill. App. 168, 1925 Ill. App. LEXIS 94, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-downing-illappct-1925.