Orme v. Northern Trust Co.

172 N.E.2d 413, 29 Ill. App. 2d 75, 1961 Ill. App. LEXIS 347
CourtAppellate Court of Illinois
DecidedJanuary 9, 1961
DocketGen. 47,821
StatusPublished
Cited by9 cases

This text of 172 N.E.2d 413 (Orme v. Northern Trust Co.) 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
Orme v. Northern Trust Co., 172 N.E.2d 413, 29 Ill. App. 2d 75, 1961 Ill. App. LEXIS 347 (Ill. Ct. App. 1961).

Opinion

PRESIDING JUSTICE KILEY

delivered the opinion of the court.

This is a suit to construe the will of Mrs. Louisa G. Bigelow, made in Geneva, Switzerland in 1873. Her three minor granddaughters were named primary beneficiaries. In 1941 Louise de Haven, one of the granddaughters, died testate in the United States devising her interest in the Bigelow estate to plaintiff Orme. He sued for construction of the will in 1943 and in 1959 a decree was entered adverse to him. The decree allowed substantial attorneys’ fees and the United States Attorney General, a substitute defendant, appealed challenging the allowances. Orme and several other parties then cross-appealed.

Mrs. Bigelow sojourned in Geneva, Switzerland from about 1871 until her death in 1873. She had made her will on May 26, 1873. Her three granddaughters, Josephine, Louise and Sarah de Haven, then eight, six and four years old respectively, resided with her and were her only heirs at law. At her death Mrs. Bigelow owned a number of parcels of Chicago real estate which she devised as part of the corpus of a testamentary trust provided for in her will. The real estate itself has been sold since the filing of the present suit, and the proceeds are trust assets. The Northern Trust Company, as successor trustee, is administering the trust.

Under the Bigelow will the trustees were directed to collect the income from the real estate, pay expenses, and pay over the residue of the income to the three granddaughters “in equal parts, individually, during their natural lives.” The trust corpus was to be distributed only on the death of all three grandchildren. Then the estate was to be divided equally among the “children or heirs” of the grandchildren, “one-third to the child or children, heirs or heirs” of each grandchild.

Josephine de Haven Caldwell, the eldest grandchild, died intestate in 1919 leaving her five children as her only heirs at law. Louise de Haven married Baron Curt von Alten, a German citizen, in 1896. She had two daughters, who are German nationals. She became estranged from her family before World War I, returned to this country after the war, obtained a Nevada divorce from her German husband in 1921, in 1923 adopted Raymond Edwin de Haven and died testate in 1941. In her will she named plaintiff Orme devisee of her interest in the Bigelow estate. Sarah de Haven married Hans von Campe who died before her. She died in Switzerland in 1951, leaving three children and a will devising to her daughter, defendant Alice von Campe Lohrer, whatever interest she had under the Bigelow will.

On March 22,1949, the Attorney General, as Successor to the Alien Property Custodian by virtue of the Trading With The Enemy Act, vested the interests of the German nationals, original defendants, including the daughters of Louise de Haven. His petition for leave to appear and defend in lieu of the German nationals was granted, and on appeal to the Supreme Court in 1952, the order of substitution was sustained. Orme v. Northern Trust Co., 410 Ill. 354 (1951), cert. denied, Von Hardenberg v. McGrath, 343 U. S. 921 (1952).

When Josephine Caldwell died her children demanded the income which had been previously paid her. The Trustee declined to accede to the demand because the Bigelow will made no express provision for disposition of the income upon the death of a granddaughter leaving issue surviving. It provided only for disposition of income in the event of the death of a granddaughter “without issue surviving.” The Caldwell children sued for construction of the will and a decree was entered granting the income to four of Josephine’s children and her daughter-in-law and the latter’s children. This decree is called the “1920 decree.”

The pleadings in the instant case raised the issues whether the “1920 decree” was res judicata of Orme’s suit; whether the Buie in Shelley’s case applied so as to enable Louise de Haven to devise her interest to Orme; and whether Baymond de Haven qualified as a beneficiary under the Bigelow will. The issues were referred to a Master in Chancery who found that the 1920 decree “necessarily” decided the Buie in Shelley’s case did not apply to vest a fee in Louise de Haven. But he also construed the will against Orme. He also found that Baymond de Haven did not qualify as a beneficiary under the Bigelow will. The Master recommended a decree accordingly. The Chancellor approved the report and decreed that the Bigelow will was valid, “capable of construction” and under it the three granddaughters of Mrs. Bigelow were given life estates with remainders to the heirs of their bodies. And the decree allowed the various parties the attorneys’ fees recommended by the Master.

We shall consider the issues on appeal necessary for our decision in what we consider the most logical order.

I. RES JUDICATA

The Caldwell decree in 1920 awarded the income from Josephine’s share to her children, with the share of her son William going to his wife and children as a result of certain conveyances by William through Josephine to them. In dictum the Chancellor sought to apply the construction with respect to Josephine’s share to the interests of Louise and Sarah.

Cross-appellants Caldwells and the Attorney General contend that the “1920 decree” is res judicata and bars Orme’s claim that tbe Rule in Shelley’s case operated to vest a fee in Louise de Haven and that he is owner of her fee interest by virtue of the devise in her will. They say that that decree necessarily decided that the Rule in Shelley’s case did not apply and that the decree settled the question of the interests of Louise and Sarah de Haven as well as that of Josephine.

We think that the 1920 decree is not res judicata of the issue raised by Orme. The decree does not expressly hold that the Rule in Shelley’s case did not apply to Josephine Caldwell’s interest nor did the dictum as to Louise and Sarah’s interest mention the Rule. The decree did not find either that they took by descent through Josephine or that they took by purchase through the Bigelow will. To decide the questions before him the Chancellor in 1920 did not necessarily have to determine by which of the two alternative methods Josephine’s interest passed to her children. This he carefully avoided. We agree with Orme that the 1920 decree states the result of a construction but does not state the method of construction or interpretation of the language of the will.

This conclusion on the res judicata issue coincides with that of three Chancellors before whom motions to strike and dismiss Orme’s suit were made.

II. RULE IN SHELLEY’S CASE

In paragraph 6th of the will, after providing life estates in the income for her three granddaughters, Mrs. Bigelow directed that no division of the corpus should be made until the “death of all” three; then all of her property was to “be divided equally among the children or heirs of [her] grandchildren. . . , one third to the child or children, heir or heirs” of each. She went on to provide for gifts over in the event of a death “without issue.”

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

Related

Satterfield v. Bonyhady
446 N.W.2d 214 (Nebraska Supreme Court, 1989)
In Re Estate of Hughlett
446 N.E.2d 887 (Appellate Court of Illinois, 1983)
Wielert v. Larson
404 N.E.2d 1111 (Appellate Court of Illinois, 1980)
Myerson v. Gumpert
255 N.E.2d 39 (Appellate Court of Illinois, 1969)
In RE ESTATE OF HARNETIAUX v. Hartzell
234 N.E.2d 81 (Appellate Court of Illinois, 1968)
Northern Trust Co. v. Biddle
212 N.E.2d 694 (Appellate Court of Illinois, 1965)
Thomas v. Thomas
129 S.E.2d 239 (Supreme Court of North Carolina, 1963)
Orme v. Northern Trust Co.
183 N.E.2d 505 (Illinois Supreme Court, 1962)

Cite This Page — Counsel Stack

Bluebook (online)
172 N.E.2d 413, 29 Ill. App. 2d 75, 1961 Ill. App. LEXIS 347, Counsel Stack Legal Research, https://law.counselstack.com/opinion/orme-v-northern-trust-co-illappct-1961.