Waxenberg v. Brown

20 N.E.2d 150, 299 Ill. App. 225, 1939 Ill. App. LEXIS 722
CourtAppellate Court of Illinois
DecidedMarch 7, 1939
DocketGen. No. 9,389
StatusPublished
Cited by8 cases

This text of 20 N.E.2d 150 (Waxenberg v. Brown) 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
Waxenberg v. Brown, 20 N.E.2d 150, 299 Ill. App. 225, 1939 Ill. App. LEXIS 722 (Ill. Ct. App. 1939).

Opinion

Mr. Justice Wolfe

delivered the opinion of the court.

This is an appeal by the executors and trustees of the last will and testament of Rachel L. Ginsberg, deceased, from a decree of the circuit court of Kane county, Illinois, construing said will and also directing said executors and trustees to pay to appellee, as cross complainant, attorneys’ fees in the sum of $1,500.

Jean H. Waxenberg, a daughter and legatee under the will of Rachel L. Ginsberg, on October 18, 1933, filed her bill to construe said will. On January 16, 1936, the complainant, Jean IT. Waxenberg, filed a supplemental bill in said cause. Answers by appellants, and appellee were filed to her original and supplemental bill. On June 30, 1938, prior to the entry of the final decree, the court, on motion of Jean H. Waxen-berg, dismissed her bill and supplemental bill, without prejudice to the rights of the cross complainant (Nathan C. Ginsberg), to proceed to a hearing and decree, on his cross-bill and answers thereto, of the defendants to said cross-bill.

On April 23, 1936, appellee, Nathan G. Ginsberg (cross complainant) filed his cross-bill alleging in substance that Rachel L. Ginsberg was the owner of certain real estate and personal property, consisting of two business buildings and a residence and certain securities, notes and bonds aggregating about $65,000, and that she also owned, at the time of her death, a certain department store which the deceased had conducted, and a stock of goods valued at about $15,000. He alleges that said Rachel L. Ginsberg died leaving Ethel Ginsberg Brown, Golda Ginsberg Stollmaek, Ruth Ginsberg Prell, Mollie I. Ginsberg, Jean H. Ginsberg, Sidney J. Ginsberg and Nathan C. Ginsberg, as her only heirs at law; that said decedent, by her will, purported to dispose of all of her estate as set forth in said will; that there appear to be expressions in the will and codicils which are ambiguous and doubtful, rendering the intent and meaning of the same obscure and by reason thereof cross complainant files his cross-bill to obtain a construction and interpretation of said will and codicils.

Paragraph 8 of said cross-bill alleges that although the residue and remainder of the decedent’s estate was devised and bequeathed to the trustees upon certain trusts therein set forth, that no provision is made in said will or codicils disposing of the corpus or principal of the securities owned by the deceased at the time of her death, and that by reason thereof said securities are intestate property, to which cross complainant is entitled to his proportionate share with the other heirs at law of said decedent under the statute of descent.

Paragraph 9 alleges that the interest which appellee had in the property known as 8-10 South Broadway in Aurora, Illinois, and which he forfeited by reason of a contest of the will, became intestate property and that appellee is entitled to receive his proportionate share with the other heirs at law of said decedent under the statute of descent.

The answer of appellants to the cross-bill of appellee denied that there was any necessity for a judicial construction to ascertain and determine the true intent, meaning and purposes of said Rachel L. Ginsberg, as set forth in her said will. The answer of appellants further alleges that the language of the will and codicils of the decedent is too plain and unambiguous to necessitate or require a judicial construction thereof and that by a reading of same the meaning, intent and plan of the testatrix is made clear; that the testatrix disposed of her entire estate whereby she created a trust of all her property, after payment of debts and payment of certain bequests and devises to her daughter Mollie I. Ginsberg; that by the language of the will and codicils her trust estate, consisting of all her property, except that used for debts and that specifically left to her daughter Mollie, is to be disposed of and divided by the trustees, as follows:

“1. The trustees are directed to sell all the trust property on or before twenty years from January 29, 1933, the date of testatrix’ death.

‘ ‘ 2. Nathan C. Ginsberg shall receive $1.00 from the assets, since he has attempted to set aside the will contrary to the plain provisions thereof.

‘13. The proceeds of the trust estate, therefore, after payment of claims, costs, expenses and charges, and the sum of $1.00 to Nathan shall be distributed pro rata among all children except Nathan, charging, however, the share of Ethel Brown with the debts due testatrix by Otto A. Brown, and charging the share of Jean H. Waxenberg with an amount equal to any and all attorney’s fees and other costs and expenses which testatrix, incurred in defense of the suit commenced by her against testatrix. The amount of these charges, when ascertained, to be distributed pro rata among the children other than Nathan and other than the person against whom the respective charge is made. ’ ’

The answer further denied that the corpus or principal of the securities owned by the decedent at the time of her death was intestate property and denied that appellee was entitled to any part thereof under the laws of descent. The answer further alleges that the will provided for a legacy to appellee from the proceeds of the sale of the real estate known as 8-10 South Broadway, but alleged that appellee had forfeited all his rights to any of the assets of said trust estate, except the $1.00, because appellee had filed and prosecuted an unsuccessful suit to contest his mother’s will.

The answer further alleges that appellee had forfeited all his rights in and to any of the property owned by the decedent and that he had no right or cause of action against appellants by reason of any of the matters and things set forth in the said cross-bill, and that his only interest in the property, was to have paid to him the sum of $1.00, which amount the said appellees were ready and willing to pay him as provided for in said will.

The trial court found that it was necessary to construe and interpret the will and codicils of decedent in order to ascertain and determine whether the decedent did dispose of all of her property and to what extent, if any, said decedent failed to dispose of any of her property and assets and to determine what property, if any, became intestate estate and to whom and in what proportion the same became and is now vested under the statute of descent of the State of Illinois.

The court decreed that as a result of appellee’s unsuccessful contest of said will the cross complainant, Nathan C. Ginsberg, forfeited the one-seventh share of the proceeds that might be derived from the sale of the premises known as 8-10 South Broadway, described in the seventh clause of paragraph 3, of said will, and by reason of said contest appellee is only entitled to receive the sum of $1.00 under the provision of the fifth clause of the codicil dated February 3, 1931, and that the one-seventh of the proceeds of the sale which Nathan C. Ginsberg would have received, goes into the general trust to be distributed by the trustees to the remaining and uncontesting children.

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Bluebook (online)
20 N.E.2d 150, 299 Ill. App. 225, 1939 Ill. App. LEXIS 722, Counsel Stack Legal Research, https://law.counselstack.com/opinion/waxenberg-v-brown-illappct-1939.