Lambos v. Lambos

292 N.E.2d 587, 9 Ill. App. 3d 530, 1972 Ill. App. LEXIS 1558
CourtAppellate Court of Illinois
DecidedDecember 29, 1972
Docket54844
StatusPublished
Cited by7 cases

This text of 292 N.E.2d 587 (Lambos v. Lambos) 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
Lambos v. Lambos, 292 N.E.2d 587, 9 Ill. App. 3d 530, 1972 Ill. App. LEXIS 1558 (Ill. Ct. App. 1972).

Opinion

Mr. JUSTICE LEIGHTON

delivered the opinion of the court:

This appeal involves a controversy between two brothers concerning the meaning of three paragraphs in a land trust created by their parents. After they had survived the other members of their immediate family, the brothers differed with respect to the construction of the trust provisions that governed succession in the trusteeship and those that limited the authority of the trustee to deal with the trust property. In a suit by appellant, the trial court construed these provisions as appellees contended. The sole issue is whether this construction was correct.

I.

Christ J. Lambos and his wife Diamanto were the parents of four sons: James C., Nicholas C., George C. and Thomas C. Lambos. On July 11, 1951, using a printed form that had spaces for insertion of needed detail, they created what is commonly called an Illinois land trust and conveyed to their son James, as trustee, a parcel of real estate situated in Chicago. In the blank space for designation of beneficiaries, there was typewritten language that these were to be “Christ J. and Diamanto Lambos, his wife, not as tenants in common but as joint tenants and upon the death of either, then to the survivor, and upon the death of both, then to James C. Lambos, Thomas C. Lambos, Nicholas C. Lambos and George Lambos, or the survivors among them in equal shares, share and share alike [sic].”

In the printed part of the trust form, it was provided that

“» a * in event of * * * the death, dissolution, incapacity or inability to act of any trustee, a successor or successors may be appointed by the person or persons then entitled to direct the trustee in the disposition of the trust property, and the trust property shall thereupon pass to and vest in such successor or successors in trust.”

Then, with the names typewritten, the trust agreement contained this paragraph:

“It is understood and agreed by the parties hereto and by any person who may hereafter become a party hereto, that the trustee will deal with said real estate only when authorized to do so in writing and that the trastee will, (notwithstanding any change in the beneficiary or beneficiaries hereunder, unless otherwise directed in writing by the beneficiaries,) on the written direction of Christ J. and Diamanto Lambos or the survivor of them, and upon their death on the written direction of James C. Lambos, Thomas C. Lambos, Nicholas C. Lambos and George Lambos, or the survivor among them or on the written direction of such person or persons as may be beneficiary or beneficiaries at the time * *

Finally, in the last paragraph, there were these typewritten words:

"In the event of the inability or refusal of James C. Lambos to act when directed to do so then George Lambos shall act as successor trustee with all powers and rights given to the Trustee herein * *

Christ J. Lambos died in 1954. James died on December 5, 1960. George assumed the duties of successor trustee. On October 1, 1962, he conveyed the trust property to his mother, Diamanto. Nicholas predeceased his mother in 1967. Then on October 2, 1967, Diamanto Lambos died leaving appellant Thomas and appellee George as her survivors. In her will, she devised the trust real estate, a hotel worth $60,000, to George and his wife Pauline. She devised another parcel of real estate, a two-flat building worth $30,000, to Thomas.

On July 23, 1968, appellant filed a complaint to construe the land trust, appoint a successor trustee and for other relief. He alleged that in 1960 when James died, no successor trustee was appointed; that when in 1962, George conveyed the trust property to his mother, there was no written direction from her; therefore, the conveyance was void and the real estate was still in the trust. Appellant prayed that the trust property be sold and the proceeds be divided among the owners of the beneficial interests.

Appellees, George and his wife Pauline, appeared and answered the complaint. Later, appellant made a motion for summary judgment on the issue of George Lambos’ right to assume the duties of trustee after the death of James in 1960. The motion was overruled but appellant elected to stand on his motion. Evidence was then heard which consisted of two witnesses called by appellees in an attempt to prove that in October 1962 when George conveyed the trust property to his mother, he had a written direction from her. After hearing the parties, the trial court entered a decree which found that the trust was created in 1951; that it contained the three paragraphs in question; that the trustee died in 1960 and George Lambos assumed the trusteeship; that in October 1962, Diamanto Lambos had the authority to direct the trustee or any successor trustee to issue a deed to the trust real estate; that on or about October 1, 1962, George Lambos conveyed the trust real estate to Diamanto Lambos but he had no written direction from her to do so.

The trial court, however, construed the trust so that the typewritten provisions which named George Lambos successor trustee prevailed over the printed portion which required that a successor trustee be appointed. As to the requirement of a written direction, the court concluded that since Diamanto Lambos had the power to direct the trustee, or any successor trustee, to issue a deed, it was not necessary, as required by the trust, that she give the trustee a written direction to issue a deed to her. It is this construction that gives rise to the issue presented for our review.

II.

In resolving the issue, we must construe the land trust which Christ J. and Diamanto Lambos created in 1951. In doing so, it is our duty to examine the trust document to ascertain the intent of the parties and carry out that intent if it does not conflict with a rule of law, good morals, or the public policy of the State. (United States Trust Co. of York v. Jones, 414 Ill. 265, 270, 111 N.E.2d 144.) And in making this examination, the entire document must be considered. (Harris Trust & Savings Bank v. First National Bank, 11 Ill.App.2d 94, 99, 136 N.E. 2d 603.) If the trust agreement contains inconsistent provisions, we must give effect to the primary or dominant intent reflected by the instrument. Bear v. Millikin Trust Co., 336 Ill. 366, 381, 168 N.E. 349.

A reading of the land trust created by Christ J. Lambos and his wife Diamanto reveals that they intended to convey title to their real estate, in trust, so that with little inconvenience to them they could enjoy its proceeds during their lifetime. In fact, these are the advantages of an Illinois land trust. (See Robinson v. Chicago National Bank, 32 Ill.App.2d 55, 58, 176 N.E.2d 659; Kenoe Land Trust Practice 1 — 15 (Ill. Inst. for CLE, 1972).) Therefore, it is reasonable to conclude that the settlors of this trust desired an automatic succession of the named son to the trusteeship.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In re Estate of Angsten
2023 IL App (2d) 220248-U (Appellate Court of Illinois, 2023)
In re Estate of Fiklin
2022 IL App (3d) 190534-U (Appellate Court of Illinois, 2022)
Hughes v. LaSalle Bank, N.A.
419 F. Supp. 2d 605 (S.D. New York, 2006)
Eta Trust v. Recht
574 N.E.2d 4 (Appellate Court of Illinois, 1991)
Moreno v. Joe Perillo Pontiac, Inc.
445 N.E.2d 1184 (Appellate Court of Illinois, 1983)
Kavanaugh v. Estate of Dobrowolski
407 N.E.2d 856 (Appellate Court of Illinois, 1980)
Vournazos v. Vournazos
390 N.E.2d 19 (Appellate Court of Illinois, 1979)

Cite This Page — Counsel Stack

Bluebook (online)
292 N.E.2d 587, 9 Ill. App. 3d 530, 1972 Ill. App. LEXIS 1558, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lambos-v-lambos-illappct-1972.