Northern Trust Co. v. Wheeler

177 N.E. 884, 345 Ill. 182
CourtIllinois Supreme Court
DecidedJune 18, 1931
DocketNos. 20636, 20673. Decree affirmed.
StatusPublished
Cited by15 cases

This text of 177 N.E. 884 (Northern Trust Co. v. Wheeler) is published on Counsel Stack Legal Research, covering Illinois Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Northern Trust Co. v. Wheeler, 177 N.E. 884, 345 Ill. 182 (Ill. 1931).

Opinion

Mr. Justice Dunn

delivered the opinion of the court:

The decree which is brought before us for review by this appeal was rendered by the circuit court of Cook county upon a bill filed by the Northern Trust Company, as trustee under the will of Charles W. Wheeler, praying for the instruction of the court as to the persons to whom the residuary estate should be distributed under the fourth article of the will. The testator died on March 14, 1902, having executed a will on January 10, 1900, which was admitted to probate and record on April 10, 1902. It disposed of a large estate, composed of both real and personal property, which was of the value of $1,500,000 when this bill was filed, on October 10, 1929. The will, after nominating the testator’s brother Arthur as executor without bond, directing the prompt payment of his debts and funeral expenses and bequeathing $50,000 to each of his three living brothers and to the respective descendants (living at the testator’s death) of such of his brothers as should die before that event, devised by its fourth article all the residue of his estate to his brother Arthur, to manage and control, to receive the rents, income, dividends and profits, to pay expenses and taxes, to pay all the net income to the testator’s wife during her life and upon her death to distribute the trust estate then remaining in the manner directed by article 4, which directs that an amount not exceeding $100,000 shall be paid and- turned over or distributed to whomsoever and in whatsoever amounts and manner the testator’s wife might by her will appoint. The remainder of the trust estate was disposed of by this fourth article as follows: “All the rest, residue, and remainder of my said residuary estate I direct said trustee to turn over and distribute in equal parts to my brothers who may be living at the time of such distribution, and to the descendants of such of them, (including descendants of my said brother, George Henry Wheeler,) as may have died leaving any descendant or descendants him or them surviving, the descendants of a deceased brother in each case to take per capita and not per stirpes the share to which such deceased brother would have been entitled if living.” This is the language which the bill sought to have construed.

At the time of the execution of the will the testator had three living brothers, Frederick A., Eugene and Arthur, and one brother, George IT., had died a few months before. He had no sister, and his brother Frederick A. died before the testator. Eugene survived the testator and died in 1918. Arthur is still living and is a bachelor. He accepted the trust under the will and for a time acted as trustee. He afterward resigned, and the complainant, the Northern Trust Company, accepted the trust in his stead and has been acting as trustee since January, 1905. Adeline Wheeler, the testator’s wife, died on June 1, 1929, and by this event the time for the distribution of the trust estate was fixed. The original beneficiaries of the trust have all died but Arthur. He and all the descendants of the three brothers of the testator, who left descendants, including children, grandchildren and great grandchildren, were made parties to the bill. Eugene Wheeler, who survived the testator, died in 1918. He left one son,. Robert C., who died in 1928, leaving two children, Winifred and Robert T., and a will, in which the residuary devisees are these two children and their mother, Lydia T. George H. Wheeler, who died before the execution of the will, left a son, Henry L., who died in 1914, leaving a son, Henry I., who is living and is the appellant. George H. also left a daughter, Mary W. Young, who died in 1915, leaving two children, Henry W. Young and Alice Y. Baldridge, and Alice has two children, Jean and Russell Y. Frederick A. Wheeler, the fourth brother, died in the testator’s lifetime, and his descendants who were living at the time of the death of Adeline Wheeler are two sons, Clarence A. and Lewis E., seven grandchildren, three the children of Clarence A., two the children of Lewis E. and two the children of Augustus L., a deceased son of Frederick A., and three great-grandchildren, whose parents are still living.

The decree declared the true construction of article 4 of the will to be that the period of distribution is the date of the death of Adeline Wheeler, June x, 1929; that the persons to whom distribution of the residue of the trust estate should be made are Arthur Wheeler, the only brother of the testator living at the period of distribution, and all of the lineal descendants of every degree who were living on June 1, 1929, of George H., Eugene and Frederick A., the testator’s three brothers who died prior to June 1, 1929; that in distributing per capita among the descendants of any one of the three deceased brothers, the one-fourth interest in the residue of the trust estate to which such deceased brother would have been entitled if he had been living on June i, 1929, distribution should be made to every grandchild and to every great-grandchild of such deceased brother, whether or not his or her parent, being a child or a grandchild of such deceased brother, was living on that day; that no interest in the residue of the trust estate vested upon the death of the testator in any brother him surviving or in the issue of any deceased brother of the testator, and that no interest in the residue of the residuary trust estate vested upon the death of any brother of the testator in the surviving child or children or in the issue of any deceased child of such deceased brother, but that all interests in such residue remained contingent until June 1, 1929, when all such interests became vested, subject to no divestment in favor of any descendant born thereafter; that distribution of a one-fourth interest in the residue of the trust estate should be made to Arthur Wheeler; of a one-fourth interest per capita, to Henry I. Wheeler, Henry W. Young, Alice Y. Baldridge, Jean Baldridge and Russell Y. Baldridge, descendants of George H. Wheeler; of a one-fourth interest per capita to Winifred and Robert T. Wheeler, descendants of Eugene Wheeler; of a one-fourth interest per capita to Clarence A. Wheeler, Lewis E. Wheeler, Dorothy W. Stemler, Marguerite W. Robison, Herbert H. Wheeler, Charles C. Wheeler, Gladys W. Walker, Archibald G. Wheeler, John K. Wheeler, Arthur W. Stemler, Robert E. Stemler and Patricia J. Walker. Henry I. Wheeler appealed separately from the decree, and Lewis Ellis Wheeler, Marguerite Wheeler Robison, Dorothy Wheeler Stemler and Henry Wheeler Young appealed jointly. These two appeals have been consolidated.

The estate devised to the testator’s brothers and their descendants was contingent, for the direction was to distribute to such of the brothers as might be living at the time of distribution and to the descendants of such as might have died leaving descendants surviving, and until the time for distribution arrived there were no means of ascertaining the persons who were to take. (Brechbeller v. Wilson, 228 Ill. 502; Millikin Nat. Bank v. Wilson, 343 id. 55.) “A remainder is contingent if, in order for it to become a present estate, the fulfillment of some condition precedent, other than the determination of the preceding freehold estates, is necessary.” Gray’s Rule Against Perpetuities,— 3d ed. — sec. 9; Baley v. Strahan, 314 Ill. 213.

Under the decree Arthur Wheeler will receive one-fourth of the residuary estate and Winifred Wheeler and Robert T.

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Bluebook (online)
177 N.E. 884, 345 Ill. 182, Counsel Stack Legal Research, https://law.counselstack.com/opinion/northern-trust-co-v-wheeler-ill-1931.