Kirk v. Kirk

166 Ill. App. 25, 1911 Ill. App. LEXIS 21
CourtAppellate Court of Illinois
DecidedNovember 14, 1911
DocketGen. No. 15,885
StatusPublished

This text of 166 Ill. App. 25 (Kirk v. Kirk) 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
Kirk v. Kirk, 166 Ill. App. 25, 1911 Ill. App. LEXIS 21 (Ill. Ct. App. 1911).

Opinion

Me. Justice Clabk

delivered tlae opinion of the court.

The first question we are called upon to decide is whether or not the demurrer filed by the appellee James M. Kirk was properly sustained. The determination of this question involves the construction of the second paragraph of the will above set forth, in so far as it creates a trust of one-sixth of the testator’s estate, the language used being, “to pay the income thereof to my son, James Milton Kirk, for the support of himself and family so long as he shall live, ’ ’ etc.

The contention of the appellants is that the word “family” should be held prima facie to mean'children; that the words of the will just quoted when properly construed establish a trust for the benefit of the children of the appellee, James Milton Kirk; that while the will contemplated the payment of the income direct to James Milton Kirk, the intention of the testator was that if James Milton Kirk should not use the income or a portion of it for- the support of his family, or children, then the duty was imposed upon his mother, the trustee, to divide the income among him and his four children.

Appellees, on the other hand, insist that the words “for the support of himself and family” merely indicate the motive for the gift to James Milton Kirk, which is absolute in its terms and cannot be cut down or affected by the addition of such words; that by the word “"family” in the will is meant the persons from time to time residing in the household of J ames M., of which he was the head; that even if it he conceded that there is a trust in favor of the family of James M. under the father’s will, the appellants are not, while residing apart from their father’s household, entitled to be considered as beneficiaries under the will.

- It is an elementary principle of law that in construing a will courts of equity will consider the facts and circumstances surrounding the testator as they existed at the time the will was made. Wallace v. Foxwell et al., 250 Ill. 616. When the will now under consideration was made the appellee, James Milton Kirk, was married and living with his wife, Madeline. The oldest of his children, the appellants here, was born during that year, but some months after the execution of the will. The will of course took effect on the date of the death of the testator. Between the making of the will and the testator’s death circumstances had changed. The four complainants were born and a divorce had been granted to Madeline from their father, James M., who was not, and had not been for some time prior to the testator’s death, supporting the wife or the children.

Appellants’ contention as heretofore stated is that .the “family” of James M. consisted at the time of the death of his father of the four children, and that notwithstanding the appellee James M. remarried some time after his father’s death, his second wife is not entitled to her support from the income of the trust estate and that the children, if there are any, of the second marriage are also not entitled to their support from such income, but that the whole of the income must be divided among the four children appellants and James M. upon some equitable basis, the exact terms of which are not stated in the bill but presumably are to be fixed by the court in the decree.

The case cited by the appellants which they persuasively argue is peculiarly in point is that of Chase v. Chase, 84 Mass. 101. The language used in the will involved in that case is as follows: “To pay the.income and interest thereof to my son, Philip Brown Chase, of Philadelphia, every year during his natural life for the support of himself and family,” etc. After holding that it was the intent of the testator to give the benefit of the income of the trust fund created by his will to the wife and children of his son Philip, as well as to the son, the court said:

“The trustee who by the terms of the will holds the principal in trust, out of which the income is to be raised and paid over to the son Philip for the support of himself and family, is a resident in this commonwealth. Upon satisfactory proof that the income is misapplied by the sub-trustee, to whom by the will he is directed to pay it, the court can enjoin the trustee, who is within the jurisdiction, from making further payments, and pass such decrees in relation to the future disposition of the income as the rights of the cestui que trust may in equity require.”

This decision was rendered in 1861, and the contention of appellees is that it has in effect been overruled by later cases in Massachusetts, viz: Taft v. Taft, 130 Mass. 461; Aldrich v. Aldrich, 172 Mass. 101; Lloyd v. Lloyd, 173 Mass. 97; Pitts v. Milton, 192 Mass. 88.

In the last named case, after holding that no express trust was created, the court says:

‘ ‘ The intention of the testator when ascertained must control, and for this purpose the entire clause, which is the only portion of the will appearing in the record, must be considered. ’ ’

In the second paragraph of the will we are now considering, the testator provided that upon the death of his son, James M., the whole of the trust estate, with accumulations, should be paid not to the children of James Milton but to “such person or persons as my said son, James Milton Kirk, shall by his last will and testament appoint,” or, in case of failure of such appointment, to the heirs at law of the testator. The will further gives full power and discretion to his wife, as trustee, or her successor “To make advances from the principal of the trust estate, even to the whole amount thereof, to James Milton Kirk. ’ ’ It provides that he shall not have the right to compel such advances, nor to anticipate the payment to him of any portion of the trust estate, either income or principal. The testator by this clause did not leave it discretionary with the trustee to withhold the income or any portion of it from his son James Milton.

While the trust has been characterized in the argument as a “spendthrift trust,” it is apparent that the testator had sufficient confidence in his son to induce him to provide for the payment to the son of the entire income, without leaving it to the discretion of his wife, as trustee, to determine whether or not payment of the income should from time to time he withheld. The will is different from that in the case of Chase v. Chase, supra, to the extent that in the latter case the will provided that upon the decease of the son the trustees or survivor of them should divide the principal of the trust fund then in their hands in equal portions among all the issue of the said son. In the case before us, the testator showed his confidence in his son by providing that the estate, with accumulations, should at the death of the son go to the persons named by him in his will, if he left such will.

The attitude of the testator in the respects mentioned tends, in our opinion, to negative the idea that the testator at the time he made the will had it in mind to create a trust in favor of the unborn children of his son, and to impose upon his wife, as trustee, the power and duty to divide the income of the trust estate in her discretion between the son and the son’s children if there were any at the time of the testator’s death.

The case before us is distinguishable from that of Brooks v. Raynolds, 59 Fed. Rep. 923, cited by appellants.

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Cite This Page — Counsel Stack

Bluebook (online)
166 Ill. App. 25, 1911 Ill. App. LEXIS 21, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kirk-v-kirk-illappct-1911.