Trackman v. Ringer

529 N.E.2d 647, 174 Ill. App. 3d 1093, 124 Ill. Dec. 666, 1988 Ill. App. LEXIS 1310
CourtAppellate Court of Illinois
DecidedSeptember 6, 1988
DocketNo. 87—2019
StatusPublished
Cited by1 cases

This text of 529 N.E.2d 647 (Trackman v. Ringer) 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
Trackman v. Ringer, 529 N.E.2d 647, 174 Ill. App. 3d 1093, 124 Ill. Dec. 666, 1988 Ill. App. LEXIS 1310 (Ill. Ct. App. 1988).

Opinion

JUSTICE BILANDIC

delivered the opinion of the court:

Plaintiffs-appellants Herbert Trackman (Herbert), Louis Track-man (Louis), Milton Gross (Milton), and Shirley Gross Berlinsky (Shirley) (collectively plaintiffs) brought this action against defendant-appellant Philip E. Ringer (Ringer) to compel Ringer, as surviving trustee of the testamentary trust created in article second of the will dated October 7, 1960, of Lillian Jean Rubens, to convey the property of that testamentary trust to plaintiffs. Lynnor Rubens, a potential competing claimant for the same property, was not named as a defendant in plaintiff’s action. Therefore, Ringer filed a counterclaim against plaintiffs and against Lynnor, individually and as personal representative of her late husband, Jack N. Rubens. Ringer alleged the conflicting interests of plaintiffs and Lynnor and asked the court for direction. Lynnor filed a counterclaim against Ringer seeking a declaration that she was entitled to the trust property subject to the payment of income for life to two of the plaintiffs, Herbert and Louis, and for other relief.

The sole issue involved was whether the late Jack N. Rubens, the only child of the testator, Lillian Jean Rubens, had a vested remainder in two separate 10% portions of the trust created under his mother’s will. If Jack had a vested remainder, then Lynnor, as his widow, rather than plaintiffs, would be entitled to the trust property.

The trial court found in favor of Lynnor on her motion for partial judgment on the pleadings. At the same time, the court denied plaintiffs’ motion for judgment on the pleadings or for summary judgment.

Because of the limitations inherent in these motions, there is no issue of fact. (Egan v. Steel (1985), 137 Ill. App. 3d 539, 485 N.E.2d 22; Tompkins v. France (1959), 21 Ill. App. 2d 227, 157 N.E.2d 799.) Therefore, both plaintiffs and Lynnor admit the meaning of the will is clear on its face, there is no ambiguity, and the “four corners of the document” show the dispositive intent of the testator, Lillian Jean Rubens.

In her last will and testament, Lillian Jean Rubens (hereinafter Settlor) exercised a power of appointment by creating four trusts. The first three were designated Trust A, Trust B and Trust C. Each of those trusts was to contain 10% of the Settlor’s trust estate. The fourth part, Trust D, was to contain 70% of her trust estate.

The will directs the trustees to dispose of Trust A by paying $5,000 to the Settlor’s sister, Mae Gross, out of the principal of Trust A. The income from the balance of Trust A was to be paid to Mae Gross, in convenient installments, during her lifetime. On her death, the principal was to be paid to Mae’s son, Leon. If Leon was not then alive, it was to be “added to Trust D and disposed of as if the same had been a part of Trust D from the inception.”

Mae Gross died in 1983, 22 years after the Settlor’s death. One of her sons, Leon, predeceased her. She was survived by two children, plaintiffs Milton Gross and Shirley Gross Berlinsky. Following Mae’s death, the principal of Trust A was paid to the Settlor’s son, Jack, pursuant to the will.

The income from Trust B was to be paid to the Settlor’s brother, Louis Trackman, and the income from Trust C was to be paid to the Settlor’s brother, Herbert Trackman, during their respective lifetimes and on the death of each of them, the balance of Trusts B and C was to be “added to Trust D and disposed of as if the same had been a part of Trust D from the inception.” (Emphasis added.) Louis and Herbert Trackman are still living and are also plaintiffs in this cause.

The income and principal of Trust D for the benefit of the Settlor’s son, Jack, was governed by article second, paragraph 5, which provided:

“(5)(a) To pay one-fourth pk) of the principal of said Trust to my beloved son, Jack N. Rubens, as soon as the same can be conveniently paid to him; and to pay him the entire income from the balance of said Trust in convenient installments ***, until the final distribution of Trust D.
(b) *** to pay one-third (Vs) of the then balance of the principal of Trust D (to Jack) five (5) years after the date of my death.
(c) *** to pay one-half (V2) of the then balance of the principal of Trust D (to Jack) ten (10) years after the date of my death.
(d) *** to pay the entire balance of Trust D (to Jack) fifteen (15) years after the date of my death.”

Jack received the income from Trust D. In addition, Jack received one-fourth of the principal at the time of the Settlor’s death. This was followed by the periodic five-year distributions of principal in 1966,1971 and 1976, pursuant to paragraphs 5(b), (c) and (d) above.

Jack died on December 23, 1984. Since Jack’s death, Ringer has acted as sole trustee. Jack’s will was admitted to probate in 1985, and his wife, Lynnor, was appointed his legal representative. Jack is also survived by two sons.

Article second, paragraphs 6 and 7, of the Settlor’s will provides:

“(6) If my son, (Jack), does not survive me, or in the event of his death prior to the termination of Trust D hereinabove mentioned then, in either of such events, my Trustee shall pay to Evelyn Rubens, (Jack’s wife), the sum of FIVE THOUSAND DOLLARS ($5,000.00) to be her property absolutely and forever.
(7) I direct my Trustees to divide the balance of my Trust Estate into three (3) equal parts and to pay one (1) such part to *** (brother Herbert Trackman) to be his property absolutely and forever, and to pay, transfer and deliver another part to (brother Louis Trackman), to be his property absolutely and forever, and to pay, transfer and deliver the third such part to (sister Mae Gross), to be her property absolutely and forever, or in the event of her death, prior to the date of distribution, to her surviving child or children in equal parts.” (Emphasis added.)

After Jack’s death, plaintiffs Herbert and Louis Trackman, and the surviving children of Mae, plaintiff’s Milton and Shirley, brought this action to compel Ringer, the surviving trustee, to transfer all assets held in Trusts B and C to them, except for $5,000 to be paid to Jack’s widow, Lynnor, under article second, paragraph 6, of the will.

The trial court held, inter alia, that Jack had a vested remainder in the corpus of Trust B and Trust C. It therefore ruled in favor of Lynnor and against the plaintiffs. The appropriate Supreme Court Rule 304 findings were included in the court’s order and this timely appeal followed. 87 Ill. 2d R. 304.

I

The same rules that govern the construction of wills apply to the construction of trust instruments. (First National Bank v. Canton Council of Campfire Girls, Inc. (1981), 85 Ill. 2d 507, 513, 426 N.E.2d 1198

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Heritage County Bank & Trust Co. v. State Bank
556 N.E.2d 747 (Appellate Court of Illinois, 1990)

Cite This Page — Counsel Stack

Bluebook (online)
529 N.E.2d 647, 174 Ill. App. 3d 1093, 124 Ill. Dec. 666, 1988 Ill. App. LEXIS 1310, Counsel Stack Legal Research, https://law.counselstack.com/opinion/trackman-v-ringer-illappct-1988.