Ramsay v. Ramsay

135 N.E.2d 172, 10 Ill. App. 2d 459
CourtAppellate Court of Illinois
DecidedJune 25, 1956
DocketGen. 46,840
StatusPublished
Cited by9 cases

This text of 135 N.E.2d 172 (Ramsay v. Ramsay) 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
Ramsay v. Ramsay, 135 N.E.2d 172, 10 Ill. App. 2d 459 (Ill. Ct. App. 1956).

Opinion

PRESIDING JUSTICE FRIEND

delivered the opinion of the court.

Plaintiffs appeal from an order of the Superior Court allowing defendants’ motions to dismiss, under section 48 of the Civil Practice Act (Ill. Rev. Stat. 1955, ch. 110 [§ 48]), a suit in equity for the establishment of a constructive trust on certain real and personal property.

The case was decided solely on the basis of the pleadings and affidavits. The complaint consists of two counts. Plaintiffs allege in count I that the testatrix, Edith Symonds Ramsay, died September 10,1948, leaving a last will and testament which had been executed on May 31, 1935 in the presence of defendant Robert S. Ramsay; that decedent reposed the utmost confidence in Robert and relied completely on him-, and was influenced, guided and controlled by him in all business affairs; that in reliance on his advice, and by reason of the fiduciary relationship between them, she informed him that she was devising all her property to him, with the understanding that he would hold it in trust for the benefit of Gordon A. Ramsay, her husband, and of Robert, Gordon, Jr., and Kenneth, her children; that Robert promised to so hold it; that she accordingly devised the property in that manner in her will; that he informed the plaintiffs of the trust and promised to fulfill it; but that he has since refused their repeated requests to do so. In count I plaintiffs sought the declaration and establishment of a constructive trust and the declaration of plaintiffs’ equitable rights in and to the property received by Robert.

Count II as amended alleges that in 1902 Gordon A. Ramsay, Sr., Robert’s father, was the legal owner of certain real property in Glencoe, Illinois, and that he had furnished all the consideration for the purchase thereof; that he transferred the property without any consideration to certain persons to hold it for his use and benefit; that in 1934 Robert advised and requested his father to transfer title to the property to a trustee for the use and benefit of Robert so as to relieve his father of the burdens and responsibilities of legal ownership, and promised him that the avails of the property would be held for the senior Ramsay’s use and benefit; that thereafter, in reliance on the promise, Ramsay, Sr., executed a deed with his wife, the decedent, transferring the property to the defendant, American National Bank and Trust Company, as trustee, for the use and benefit of Robert, under trust No. 2807; but that the request by Ramsay, Sr., of his son Robert to carry out his promise has been ignored. Count II likewise requested the establishment and declaration of a constructive trust in and to this real estate.

The motions of defendants set forth the defenses of res judicata and release as to count I, and the absence of a writing as required by the Statute of Frauds (Ill. Rev. Stat. 1955, ch. 59, sec. 9), as to amended count II. In support thereof defendants filed the affidavit of John B. Schmidt, who had represented Robert Ramsay in his capacity as" executor when the estate was probated; in addition they filed a copy of objections to the final account in the Probate Court, copies of receipts for specific bequests signed by the plaintiffs Gordon A. Ramsay, Jr., and Kenneth S. Ramsay, and a reproduction of the tract book for the real property in question. In opposition plaintiffs filed counteraffidavits and the transcript of proceedings before William F. Waugh, Judge of the Probate Court.

Additional facts necessary for consideration of the issues involved disclose that by the terms of her will decedent made various specific bequests to all her sons and her husband, and then bequeathed the remainder of her estate to Robert. The will named Gordon Ramsay, Sr., decedent’s husband, and Robert and Gordon, Jr., her sons, as co-executors; however, only Robert served.

Ramsay, Sr., was anxious that his wife’s will be probated without delay. Accordingly, to avoid the loss of time needed to publish for heirs, he filed his appearance in the Probate Court, waiving all notice and consenting to an immediate hearing. He also persuaded his sons Gordon, Jr., and Kenneth to file appearances of similar import with the court. As a result of this procedure, the will was .shortly admitted to probate.

After letters testamentary were issued, Ramsay, Sr., as surviving spouse, formally renounced the will and ultimately, upon distribution, received his statutory share consisting of one-third of all his wife’s net assets. Thereupon he executed the following instrument: “The above assets are received in full payment and satisfaction of the undersigned’s distributive share of the Estate. . .”

Gordon Ramsay, Jr., and his brother Kenneth also received a part of their mother’s estate; however, their respective distributions were as originally provided for in the will. Like their father, both brothers, upon receiving their legacies, executed instruments stating that the assets received by each were in “full payment of my distributive share under the Will of Edith Symonds Ramsay.” When the chancellor heard the motion to dismiss filed herein, Kenneth and Gordon Ramsay, Jr., in an effort to resist the plea that these instruments were in the nature of releases, filed affidavits alleging that they had executed the instruments solely at their brother Robert’s request, and they now claim that they signed only because they relied completely on Robert’s representation that the documents were mere receipts.

Late in 1949 when Robert as executor was ready to close his mother’s estate, he submitted his final accounts for the court’s approval. Ramsay, Sr., in his capacity as surviving spouse, filed various objections to Robert’s accounting. One of the objections was that Robert had paid too much Illinois inheritance tax because the tax was computed on the theory that Robert was “to receive his residuary legacy under the Will . . . unconditionally, whereas in truth and in fact this residuary legacy is to be held for the use and benefit of the members of the family; a disclosure of the true facts would result in a saving of Illinois Inheritance Taxes.” Hearing upon these objections was had in January 1950; early in the proceeding the Probate Judge stated that he had previously held “that there was no obligation under the Will to hold any of these assets in trust . . .” Accordingly, most of the hearing reported was concerned with the propriety of attorney and executor fees. Kenneth and Gordon Ramsay, Jr., both testified in support of their father’s objections. After proofs were closed, the Probate Court orally ruled upon each of the objections. Objection No. 3, relating to the computation of the Hlinois inheritance tax, was specifically overruled. No appeal was taken from that ruling. Decedent’s estate was closed in December 1953, and this suit was filed some thirteen months later.

It will be noted that count II involved a totally separate cause of action between Ramsay, Sr., as plaintiff, and his son Robert and the American National Bank as defendants. It appears that in 1902 Ramsay, Sr., acquired the realty located at 100 Beach Road, Glencoe, Illinois, taking title by warranty deed. He held this property until 1908, at which time he conveyed all his interest to his mother by warranty deed.

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135 N.E.2d 172, 10 Ill. App. 2d 459, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ramsay-v-ramsay-illappct-1956.