Rolofson v. Rolofson

246 Ill. App. 305, 1927 Ill. App. LEXIS 283
CourtAppellate Court of Illinois
DecidedOctober 31, 1927
DocketGen. No. 8,112
StatusPublished
Cited by2 cases

This text of 246 Ill. App. 305 (Rolofson v. Rolofson) 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
Rolofson v. Rolofson, 246 Ill. App. 305, 1927 Ill. App. LEXIS 283 (Ill. Ct. App. 1927).

Opinion

Mr. Presiding Justice Shurtleff

delivered the opinion of the court.

This suit involves a construction of the will of John B. Rolofson, deceased, and the determination of the beneficiaries of the trust fund into which the estate was converted under the terms of the will. The testator died June 30, 1922. He left a last will and testament, which had been duly probated, the essential provisions of which were as follows:

“Item One. I order'and direct that my executors hereinafter named, pay all my just debts and funeral expenses as soon after my decease as conveniently may be, from my personal estate.
“Item Two. After the payment of all funeral expenses and just debts, I give and bequeath to my daughter, Arabella Rolofson, two thousand dollars ($2,000).
“Item Three. I hereby give and devise to my sons, John J. Rolofson and Charles S. Rolofson, all of the real property of which I may die seized, in trust, however, for the following uses and purposes and none other: for the period commencing at the date of my decease and ending on the 1st day of March, next, after one year after the date of my said decease, they shall control said real estate and collect the rents and profits thereof and pay out of said sum the taxes, insurance and repairs of said property and the cost of administration of my estate.
“Item Four. On the 1st day of March next after one year after the date of my decease and from thence until the provisions of this trust have been fully and completely paid unto my executors as herein stated, I hereby give and devise unto John J. Rolofson and Charles ¡3. Rolofson the land hereinafter in this item described, in trust for the following uses and purposes and none other: They shall, as soon as practical after the expiration of the 1st of March next after one year from the date of my decease, sell at public vendue and after first advertising in some newspaper of general circulation in the County of DeWitt, in the State of Illinois, for four consecutive weeks,’ the time, place and terms of such sale, at the east door of the courthouse or some other suitable place in the City of Clinton, County of DeWitt and State of Illinois, as follows : ’ ’

The will then describes the real estate to be sold and proceeds:

“My executors will, as soon as practical after the making of said sales, execute to the purchaser or purchasers of said land, or any part thereof, good and sufficient deed conveying the premises so sold to the purchaser or purchasers thereof, terms of said sale being that the purchaser or purchasers shall pay ten per centum of his purchase price to my executors on day of sale, and the balance of the purchase price upon the completion of said sale and the transfer of deed or deeds of conveyance to the property. .
“Item Five. I hereby• direct my executors to convert all of my personal and mixed property into money and with the remainder of the money derived from the sale of real estate mentioned in item four, be equally divided among my children, that is to say, I do hereby give, devise and bequeath unto James M. Rolofson, Laura Swearingen, Arabella Rolofson, Charles S. Rolofson, and John J. Rolofson, each a one-sixth (1-6) interest of said money, and to Ralph W. Thorp and Thornton Thorp each a one-twelfth (1-12) interest of said money, and in case any of said named children be dead at that time, then the share of such deceased child be paid to his or her heirs.
“Item Six. I do hereby nominate and appoint my sons, John J. Rolofson and Charles S. Rolofson, to be my executors of this, my last will and testament, hereby revoking all former wills by me made.”

The executors have settled the estate of the testator, paid all of the debts and claims against the estate, converted the real and personal assets into money, and there remains for distribution the sum of $51,622.56, after reserving a fund of one thousand dollars for taxes, for the payment of which there is a contingent liability.

Appellee presented her bill of complaint to the circuit court of DeWitt county, averring that she is the surviving widow of John Jay Rolofson, one of the named executors and trustees in the will, who departed this life, on December 9, 1923, intestate, leaving him surviving as his only heirs at law the complainant, appellee, as his widow, and the appellant, his son and only child by a former wife; that the testator died, leaving him surviving James M. Rolofson, Laura Swearingen, Arabella Rolofson, John Jay Rolofson, Charles S. Rolofson, Ralph W. Thorp and Thornton Thorp, named in the will; that the said John Jay Rolofson and Charles S. Rolofson qualified and assumed the duties of executors and trustees under the terms and conditions of the will, and performed such duties jointly until the death of said John Jay Rolofson, whereupon said Charles S. Rolofson has acted as-sole executor and trustee. Complainant averred that as heir of said John Jay Rolofson, deceased, she was entitled to receive as her distributive share of said estate the sum of $2,867.92, but that said executor and trustee refused to pay the same or any portion thereof to her. There was a prayer for the construction of the will and a decree of distribution. Charles S. Rolofson, executor, and appellant John Jay Rolofson, Jr., answered the bill, denying appellee’s right to demand distribution or to take any portion of the estate, and averring that under item five of said will the interest of the beneficiaries is a contingent future interest, depending upon the beneficiaries surviving the period of distribution; that the term “heirs” was used in the will meaning child or children and does not include the surviving widow; that John Jay Bolofson never acquired a vested interest in said funds; that the conversion of the estate of John B. Rolofson into money did not occur until after the death of said John Jay Rolofson, and averring that appellee has no right or title to any distributive share in the estate, etc. It was shown by the proofs as to the marriage status of testator’s children, that James M. Rolofson, a son, was married and living with his wife. He had been married twice, and there was one child living of the first marriage and five children living of the second marriage; that Laura Swearingen, a daughter, was married and living with her husband. They had been married fifty years. They had two children, and' one was living at the time of the death of John B. Rolofson; that Arabella Best, a daughter, was married in October, after the death of her father in June, 1922, and was living with her husband; that John Jay Rolofson, a son, died after his father, at the age of sixty-two years. He had been married twice. The first wife died in 1910. One child was born of that marriage. John Jay Rolofson was living with Bertha M. Rolofson, his second wife, at the time of the death of John B. Rolofson, and left him surviving his son, John J., and his widow, Bertha M., parties to this suit; that Charles S. Rolofson, a son, was living with his wife, and had been married about forty-two years. He had eight children; six children were living; that Mattie Thorp, a daughter, died about 1920, before her father died. She left her surviving her husband, William H. Thorp and two children, Ralph W. and Thornton. Both the boys were married before their grandfather died and each was living with his wife.

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Bluebook (online)
246 Ill. App. 305, 1927 Ill. App. LEXIS 283, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rolofson-v-rolofson-illappct-1927.