Rettig v. Zander

4 N.E.2d 30, 364 Ill. 112
CourtIllinois Supreme Court
DecidedJune 10, 1936
DocketNo. 23460. Decree affirmed.
StatusPublished
Cited by24 cases

This text of 4 N.E.2d 30 (Rettig v. Zander) 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
Rettig v. Zander, 4 N.E.2d 30, 364 Ill. 112 (Ill. 1936).

Opinion

Mr. Justice Farthing

delivered the opinion of the court:

On February 7, 1929, Frederick A. Rettig, as trustee of the estate of August Zander, deceased, filed a bill in chancery in the superior court of Cook county to determine whether or not Helena Zander by her lasf will and testament had exercised a power of appointment given her by the will of August Zander. The bill prayed that the court construe the wills of Helena Zander and August Zander and determine whether the power of appointment had been exercised. The original defendants were Edward H. Zander and Susan Newbanks, as individuals and as executor and executrix of the last will and testament of Helena Zander, deceased. Susan Newbanks died. Her death was suggested, and Edward H. Zander was made a defendant as executor and sole beneficiary under her last will. Martha Rettig, who is a daughter of August Zander, and her two children, Frieda A. Rettig Stremlau and George Rettig, were also made defendants. They have joined with her remaining son, Frederick A. Rettig, in this appeal.

On March 4, 1891, August Zander, then a widower, entered into an ante-nuptial contract with Helena Zander, the terms of which need not be detailed. The parties were married, and on July 6, 1901, Zander made his will, by which he devised all his property, except certain legacies, in trust, to two trustees, who resigned and were succeeded by Frederick A. Rettig and Helena Zander. The trustees were directed by the will “to pay my widow Helena Zander the sum of $150 per month as long as she remains my widow and my executors shall also expend between $6000 and $8000 for the purpose of erecting or purchasing a residence for my widow * * * which residencé my widow shall occupy,” etc. The will provided further that if Helena Zander re-married, payment of the $150 per month should cease and that “the residence purchased or erected for her shall revert to my estate; but if she remains my widow -up to the time of her death, she may dispose of such residence, and a sum of money from my estate sufficiently large to aggregate, with the cost of such residence, $20,000, by her last will and testament as she may desire.” Martha Rettig, a daughter, and her three children, are the remaining beneficiaries- of the trust.

August Zander died on January 29, 1902. His will was admitted to record, and the executors and trustees named qualified. Pursuant to his will the trustees bought a 25-foot lot, herein referred to as lot 41, and Helena Zander with her own funds bought the north eight and one-third feet of lot 40, which adjoins lot 41 on the south. The two parcels were inclosed by a fence, were used.as a single lot and were known as 2045 Seminary avenue. At the request of Helena Zander the trustees erected a two-flat building instead of a single residence. The main part of the building is on lot 41, but the eaves extend approximately two feet and the bay-window three or four inches over the south line of that "lot. Helena Zander resided in" one apartment and the trustees permitted her to collect and retain the rent from the other apartment. The trustees expended $7998.67 in erecting the building and purchasing lot 41.

Helena Zander died on May 10, 1928, without remarrying. She made her last will and testament on May 11, 1927, which provided, in part, as follows:

“Second — After the payment of all such debts and funeral expenses, I give, devise and bequeath all the rest, residue and remainder of my estate real, personal and mixed, which I now have, may die possessed of, or may be entitled to, to my beloved sister Mrs. Susan Newbanks.”

The will of Helena Zander was admitted to record on July 18, 1929. Susan Newbanks went into and remained in possession of the premises until she died, on December 15, 1930. Since her death Edward H. Zander, as her executor and sole beneficiary, has had possession.

Answers were filed to the bill and a reference was made to the master in chancery, who filed an original and a supplemental report. The complainant’s objections were overruled by the master and stood as exceptions. The chancellor entered a decree on November 22, 1935, ordering the surviving trustee, Frederick A. Rettig, to convey lot 41 to Edward H. Zander. The chancellor found that Helena Zander fully exercised the power of appointment given her by the will of August Zander, and that lot 41, and the balance of $12,001.33 in money, included in the power, passed to Susan Newbanks and by the terms of her will became vested in Edward H. Zander.

The court again referred the cause to the master to take evidence showing what money and property were in the hands of Frederick A. Rettig, as trustee, at the death of Helena Zander, the nature and character of that property, and as to his receipts and disbursements as such trustee since her death. The master was directed to make more specific findings of fact and law as to the power of appointment and as to the liability for interest on the $12,001.33, costs of suit and attorney’s fees and to report the same to the court, together with the accounting by the trustee of the property and assets of the trust estate. This appeal followed, and the appellee, Edward H. Zander, has moved to dismiss it on the ground that the decree was not final but was interlocutory. The motion was taken with the case.

A decree is said to be final when it terminates the litigation between the parties on the merits and fully decides and finally disposes of the rights of the parties to the cause. (Smith v. Bunge, 358 Ill. 229; People v. Stony Island Savings Bank, 355 id. 401; Bree v. Successful Merchant, 342 id. 27.) A decree is final and appealable even though it does reserve incidental matters for consideration and directs a reference to a master to state an account. (Eich v. Czervonko, 330 Ill. 455; People v. Village of Niles Center, 306 id. 145.) If a decree provides that jurisdiction be retained for future determination of matters of substantial controversy between the parties it is not final. (Smith v. Bunge, supra; People v. Stony Island Savings Bank, supra.) The main question in this suit was whether or not Helena Zander exercised the power of appointment given her by the will of August Zander. The chancellor found that the power had been exercised and ordered a conveyance of the real estate. The fact that the decree did not fix a date of payment of the balance of $12,001.33 and that it reserved the question as to allowance of interest thereon and did not determine the amount of liability for solicitor’s fees did not make it interlocutory. Although the interest, fees and costs may aggregate a considerable sum, these matters are incidental to the rights which the parties seek to have adjudicated. The motion to dismiss is therefore denied.

The appellants contend that Helena Zander did not exercise the power given her by the will of August Zander. They say the language of her will does not show affirmatively that she intended to exercise the power; that her will neither refers specifically to the power nor to the property covered by the power, and that her will need not be construed as an exercise of the power to be effective, since she had property of her own.

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Bluebook (online)
4 N.E.2d 30, 364 Ill. 112, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rettig-v-zander-ill-1936.