Schroeder v. Gerlach

10 N.E.2d 332, 366 Ill. 596
CourtIllinois Supreme Court
DecidedJune 11, 1937
DocketNo. 23983. Order affirmed.
StatusPublished
Cited by3 cases

This text of 10 N.E.2d 332 (Schroeder v. Gerlach) 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
Schroeder v. Gerlach, 10 N.E.2d 332, 366 Ill. 596 (Ill. 1937).

Opinion

Mr. Justice Wilson

delivered the opinion of the court:

Four collateral relatives of John Schroeder, deceased, prosecute this appeal from an order of the superior court of Cook county denying them permission to revive and continue a suit instituted by a brother of Schroeder, in the latter’s name as his next friend, seeking to rescind a trust agreement and to cancel deeds executed conformably thereto. The propriety of the order assailed requires a review of the pertinent facts and pleadings.

On April 14, 1933, John Schroeder, then about seventy-seven years of age, assigned, transferred and delivered, to Charles W. Lelivelt, a nephew, and Grace' L. Gerlach, niece of Schroeder’s deceased wife, as trustee, all his real and personal property and also such property as he might be entitled to receive from his wife’s estate. So far as the record discloses his immediate relatives were two brothers, William and Charles, and two sisters, Emma Schroeder and Mary Lelivelt. It appears further that William had two sons, George and Elmer, and a daughter, Anna Webb; Charles, two sons, Edgar and Harry, and Mary Lelivelt, two children, Charles W. Lelivelt and Laura Fischer. By a trust agreement executed on the day named it was provided, among other things, that after payment of the expenses incident to the administration of the trust, the remainder of the income from the trust estate should be expended for the care, comfort and maintenance of the donor. The agreement stated, further, that the trust should terminate two years after the death of the donor and that the corpus should be distributed as follows: Five dollars each to Emma, William, George and Elmer Schroeder, and Anna Webb, and four thousand dollars each to Charles, Edgar and Harry Schroeder, and Mary Lelivelt. Provision was made for dividing the residue in three equal shares among Grace L. Gerlach, Laura Fischer and Charles W. Lelivelt. By his will executed on March 21, 1933, and a codicil thereto signed April 19, 1933, John Schroeder made substantially the same provisions for the beneficiaries named in the trust agreement. In particular, he made bequests of five dollars each to Emma, William, George and Elmer Schroeder, and Anna Webb, and four thousand dollars each to Charles, Edgar and Harry Schroeder, and Mary Lelivelt. Grace L. Gerlach and Charles W. Lelivelt were appointed executors. The codicil explained that the testator had made nominal bequests to William and Emma Schroeder because the former had not visited him or shown any brotherly relationship for more than three years and had caused a petition to be filed in the probate court to have him adjudged incompetent, and the latter, his sister, Emma, had entirely disregarded him for twenty years. The codicil also recited that contemporaneously with its execution John Schroeder had executed a trust agreement vesting all his estate in trustees, and reciting that “Nothing herein or in will shall operate to defeat terms of trust agreement, or be construed as a revocation thereof with respect to trust created in and by same, or to enlarge, increase or duplicate amounts provided to be distributed to beneficiaries under same.”

Approximately three months after the execution of the trust agreement and the codicil to the will, on July 11, 1933, William Schroeder filed a motion, supported by his affidavit, in the superior court of Cook county asking that he be appointed next friend of his brother, John Schroeder, a feeble-minded person, to file and prosecute a bill of complaint in the name of John Schroeder against Grace L. Gerlach and her husband, Charles W. Gerlach, and Charles W. Lelivelt. The affidavit disclosed that John Schroeder had no conservator, alleged that he was under the control of Charles W. and Grace L. Gerlach and Charles W. Lelivelt, and that the affiant had no interest in the subject-matter of the suit, or otherwise, adverse to the interests of his brother. The bill accompanying the motion and affidavit charged that the defendants had, by fraud, undue influence and coercion, induced John Schroeder to convey to two of them, Grace L. Gerlach and Charles W. Lelivelt, all of his property in trust for the purposes previously set forth. The relief sought was that the trust agreement be rescinded and that the deed of trust, and all other transfers and conveyances of real and personal property of John Schroeder to the defendants, be cancelled. The court granted the motion, and, conformably to the leave granted, the bill, in the name of John Schroeder, a feeble-minded person, by William Schroeder, his next friend, was filed. The defendants interposed a Special demurrer to the bill. On September 20, 1933, John Schroeder, the alleged incompetent, intervened in his own behalf and, by his solicitors, filed a petition affirming his competency and moved to dismiss the bill. William Schroeder, who instituted the suit, died on October 1, 1933. His death was suggested and George Schroeder, his son, filed a motion to be substituted as next friend, for the purpose of prosecuting the suit. Rulings on the demurrer, the motion to dismiss and the motion to be substituted as next friend, were deferred pending a report from the master in chancery to whom the cause was referred to determine the competency of John Schroeder to transact his own business and affairs. Schroeder, himself, testified on seven different occasions before the master. About two years later, on September 11, 1935, John Schroeder died in DuPage county where he then resided. His will and codicil were admitted to probate in that county on October 14, 1935, and letters testamentary were issued to the executors, Mrs. Gerlach and Charles W. Lelivelt. Subsequently, on February 28, 1936, the death of John Schroeder was suggested, and Emma, Elmer and George Schroeder, and Anna Webb, filed a motion to revive and continue the suit submitted on July 11, 1933, to substitute themselves as plaintiffs, and to make Mary Lelivelt and Charles Schroeder, sister and brother of John Schroeder, deceased, additional parties defendant. Supporting this motion was an affidavit of Elmer Schroeder alleging that his uncle had died intestate leaving no valid will, but that documents purporting to be his will and codicil had been admitted to probate in DuPage county. The defendants, pursuant to leave granted, filed their answer to the motion, denying its allegations and those of the supporting affidavit, and, particularly, that John Schroeder died intestate and averred, on the contrary, that he died testate, that his will and codicil had been admitted to probate, and that letters testamentary had issued to the executors. At the hearing before the chancellor the petitioners and the defendants stipulated the facts narrated with respect to John Schroeder’s residence in DuPage county; his death; admission to probate of the documents purporting to be his last will and codicil; issuance of letters testamentary ; the contemporaneous execution of the challenged trust agreement and deed on the one hand, and the codicil, on the other, and the identity of their respective provisions.

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Bluebook (online)
10 N.E.2d 332, 366 Ill. 596, Counsel Stack Legal Research, https://law.counselstack.com/opinion/schroeder-v-gerlach-ill-1937.