Trustees of Wheaton College v. Peters

677 N.E.2d 25, 286 Ill. App. 3d 882, 222 Ill. Dec. 212, 1997 Ill. App. LEXIS 96
CourtAppellate Court of Illinois
DecidedMarch 5, 1997
Docket2-96-0746
StatusPublished
Cited by6 cases

This text of 677 N.E.2d 25 (Trustees of Wheaton College v. Peters) 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
Trustees of Wheaton College v. Peters, 677 N.E.2d 25, 286 Ill. App. 3d 882, 222 Ill. Dec. 212, 1997 Ill. App. LEXIS 96 (Ill. Ct. App. 1997).

Opinion

JUSTICE McLAREN

delivered the opinion of the court:

On February 17, 1987, Laura Bertha Catherine Peters Warner executed a revocable trust. The trust identifies five beneficiaries: defendant and counterplaintiff, Philip B. Peters, Gayle Peters Emerson, Vincent P. Peters, Stuart Davis Peters, and "Mary Beverly Peters.” In particular, the trust identifies "Mary Beverly Peters, Rt. 4, Box 160, Spotsylvania, Va. 22553.” The instrument creating the trust names the plaintiff, Trustees of Wheaton College (trustee), as the trustee. Ron Walton, a planned-giving officer of Wheaton College, assisted Warner in the planning of her estate.

Of the five beneficiaries named, only the "Mary Beverly Peters” beneficiary designation is at dispute in this case. Notwithstanding "Mary Beverly Peters,” every other named beneficiary is either Warner’s niece or nephew, or a child of a niece or a nephew who predeceased Warner. Defendant and counterplaintiff, Mary Beaumont Peters (Peters), is Warner’s niece. Defendant and counterdefendant, Mary Beverley Peters Hunton (Hunton), is the daughter of Warner’s nephew, defendant and counterplaintiff, Philip Peters.

Philip Peters is Mary Beaumont Peters’ brother and guardian. Peters has been physically and mentally handicapped since childhood. Peters has identified herself as Mary Beaumont Peters and Mary B. Peters since the date of her birth, February 19, 1929. Further, from 1967 until March 1988, Peters lived at Route 4, Spotsylvania, Virginia. Between 1967 and April 1986 her mailing address was Box 160; although she did not change residences, sometime between April 1986 and April 1987 her mailing address was changed to Box 1360.

Hunton, born March 19, 1949, is the daughter of Philip Peters. At birth, Hunton was given the name Mary Beverley Peters. However, she has not identified herself as such since 1974, when she married. Since 1974, she has used the names "Mary Beverley Peters Hunton,” "Mary Peters Hunton,” and "Mary P. Hunton.” Further, Hunton never lived in Spotsylvania, Virginia, and has never claimed Route 4, Box 160, Spotsylvania, Virginia, as her home or address. In addition, Hunton had no contact with Warner after September 1974, the date of her marriage.

After Warner’s death, David Teune, a lawyer for the trustee, wrote Eppa Hunton, Hunton’s husband, who was serving as counsel for certain beneficiaries of the trust. Mary Hunton later retained new counsel. The trustee’s lawyer asked Eppa Hunton for the social security numbers of the named beneficiaries, including "Mary Beverly Peters.” Eppa Hunton responded with a letter, which provided in part:

"In the trust agreement, one of the beneficiaries is named Mary Beverly Peters. However, it is my belief that the intended beneficiary is Mary Beaumont Peters. The latter is a sister of Philip[,] Gayle and Peyton Peters. *** Mary Beverl[e]y Peters is the daughter of Philip Peters. Incidentally, Mary Beverl[e]y Peters is my wife. Mary Beaumont Peters formerly lived at Rt. 4, Box 160[,] Spotsylvania and then moved to Richmond. Mary Beverl[e]y Peters never lived in Spotsylvania.
It would be 'normal’ for [Warner] to have divided the trust into four shares for the four children of her brother who were living or left living heirs. By leaving ¼ interest to Mary Beaumont Peters and not Mary Beverl[e]y Peters, that pattern is maintained.”

On December 8, 1992, Teune responded to Eppa Hunton’s letter, stating that the trustee also believed the intended beneficiary to be Peters and not Hunton. In the letter, Teune asked Eppa Hunton to obtain his wife’s signature on a waiver of interest in the Warner trust.

In March 1993, Hunton, Hunton’s husband, Eppa, and Hunton’s father, Philip, met to discuss why Hunton had not signed the waiver of interest. In an affidavit, Philip stated that he explained to Hunton why he believed that Peters was the intended beneficiary. Philip stated that he told Hunton that Warner had a special concern for Peters. Philip also stated that he told Hunton that Warner always inquired about Peters’ well-being but never asked about Hunton.

Hunton refused to sign the waiver of release and took the position that she, rather than Peters, was the intended beneficiary. On July 16, 1993, the trustee filed an amended interpleader complaint, which explained that both Peters and Hunton claimed to be the intended beneficiary of the Peters’ portion of the trust. The trustee asked the court to decide which of the defendants was the intended beneficiary. Before the trial court heard the evidence in this case, Hunton filed numerous motions, including a motion to strike the amended complaint, a motion to dismiss Peters’ reply brief, a motion in limine to bar certain evidence, a motion to dismiss Peters’ amended counterclaim, and a motion to strike Peters’ motion for summary judgment.

On October 12, 1994, the trial court determined that there was a latent ambiguity in the Warner trust as to the beneficiary identified as "Mary Beverly Peters.” On February 29, 1996, the trial court granted Peters’ motion for summary judgment and denied Hunton’s cross-motion for summary judgment. Further, the trial court denied Hunton’s petition for the payment of her attorney fees in the amount of $66,675.32.

The trial judge stated as follows:

"At the inception [of this case], I ruled that there was latent ambiguity, since the name on the trust documents could arguably apply to both Mary Beverley Peters and Mary Beaumont Peters because of the address that was listed. ***
It was only after reading all of [the] stipulations and the voluminous evidence that I reached the inescapable conclusion that Laura Warner’s testamentary intent or her intent in formulating the trust documents was to benefit Mary Beaumont Peters, and I think that the evidence on that issue was overwhelming.
However, it was only after the culmination of this lengthy litigation that I arrived at that conclusion.
I have reviewed that attorney’s fees which are sought, and I believe that they are not unreasonable, given the ambiguity, as a matter of law and the voluminous discovery that was necessary to determine Laura Warner’s intent.
However, as Mr. VanHeukelem says, the reality is that this trust corpus was only about $250,000.
In reviewing all of these pleadings and documents which were submitted, I believe that this is a matter addressed to the sound discretion of the court.
But under the factual circumstances which have been presented and the overwhelming amount of evidence as the intent of Laura Warner, I will exercise my discretion to deny the fee petition of Mary Beverley Peters Hunton.”

Hunton appeals only the denial of attorney fees.

Absent a contract or statute to the contrary, the parties to a suit bear the cost of their attorney fees. In re Estate of Beck, 272 Ill. App. 3d 31, 38 (1995).

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In re Marriage of Kinsella
2025 IL App (3d) 240144-U (Appellate Court of Illinois, 2025)
Krol v. Davis
2023 IL App (1st) 221084-U (Appellate Court of Illinois, 2023)
In re A.S.B.
688 N.E.2d 1215 (Appellate Court of Illinois, 1997)
Becker v. Zellner
292 Ill. App. 3d 116 (Appellate Court of Illinois, 1997)

Cite This Page — Counsel Stack

Bluebook (online)
677 N.E.2d 25, 286 Ill. App. 3d 882, 222 Ill. Dec. 212, 1997 Ill. App. LEXIS 96, Counsel Stack Legal Research, https://law.counselstack.com/opinion/trustees-of-wheaton-college-v-peters-illappct-1997.