Schroeder v. Gerlach

10 N.E.2d 332, 366 Ill. 596
Illinois Supreme Court·Decided June 11, 1937·No. No. 23983. Order affirmed.·Published·Cited by 3 cases

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.”

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

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