Wiener v. Severson

143 N.E.2d 225, 11 Ill. 2d 347, 1957 Ill. LEXIS 283
CourtIllinois Supreme Court
DecidedMay 23, 1957
Docket34281
StatusPublished
Cited by23 cases

This text of 143 N.E.2d 225 (Wiener v. Severson) 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
Wiener v. Severson, 143 N.E.2d 225, 11 Ill. 2d 347, 1957 Ill. LEXIS 283 (Ill. 1957).

Opinion

Mr. Chibe Justice Keingbiee

delivered the opinion of the court:

Emma S. Wiener, trustee of a testamentary trust established by the will of her deceased father, filed a complaint in the circuit court of Lake County seeking directions in terminating the trust and approval of certain disbursements. Her brother, Edgar Severson, filed an answer and counterclaim for an accounting. Before a hearing was had the plaintiff died, the executor of her will was substituted in her place, and the beneficiaries thereunder were permitted to intervene. The defendant, Edgar Severson, thereafter moved for summary judgment declaring him to- be the sole owner of the trust assets. The motion was denied and he appeals directly to this court, a freehold being involved.

The testator, Joseph Severson, died in 1936 leaving a widow, Anna, and three children: Norman, Emma and Edgar. By his will the residue of the estate was devised and bequeathed to Emma in trust to pay the income to his widow and the son Norman (an incompetent), or the survivor of them. The will then provides for distribution as follows:

“This trust shall be immediately terminated and the trust estate herein shall be distributed in cash or kind upon the death of the survivor of Anna Severson and Norman Severson, and the said trust estate shall be distributed, share and share alike, to my daughter, Emma S. Viener, and to my son, Edgar Severson, and until such trust estate shall be distributed said Trustee shall have and exercise all powers provided for by this instrument. Said Trustee may reimburse herself for any expense she may be put to on account of said trust estate, including fees and salaries of agents and attorneys.
“In the event of the death of either or both the said Emma S. Viener or Edgar Severson during the existence of this trust the share which should have been paid to such son or daughter upon distribution hereof, if alive, shall be paid to his or her or their children or grandchildren then living, if any there be, per stirpes, said class to be determined at the time appointed for the termination of this trust.
“In the event that either my son Edgar Severson or my daughter Emma S. Viener, shall die before the termination of this trust and before the distribution thereof, leaving him or her surviving no issue, then the share of such deceased person shall be paid to the survivor of the said Edgar Severson and Emma S. Vienen”

The testator’s widow, Anna Severson, died in 1942; and the son Norman died on January 17, 1955- The present suit was brought in April, 1955, by the trustee, Emma S. Wiener, who thereafter died on December 20, 1955- The sole question presented is whether, under the terms of the last quoted paragraph, above, Edgar Severson as the survivor is entitled to the entire trust estate. In its decree the circuit court held that the will gave Emma a vested remainder in an undivided one-half which became absolute and indefeasible upon the death of the survivor of Anna Severson and Norman Severson. Appellant contends the testator’s expressed intent is that only those of his children who survived actual distribution should succeed to his property.

It is fundamental that in construing wills the intention of the testator, as determined from the entire will, is to be given effect unless contrary to law. Such intention is determined in two ways: one by ascertaining the testator’s actual meaning from the words employed, to which all rules of construction give way, and the other by finding his presumed intention by the application of rules of construction where the meaning is obscure, doubtful, or uncertain. Resort to such rules is necessary, however, only where the actual intent cannot be ascertained. If the intention may be gathered from the language of the will without reference to rules of construction, there is no occasion to use them. Stagg v. Phenix, 401 Ill. 134.

Erom a reading of the three quoted paragraphs, in the light of the evident purpose of the trust, we think the testator intended that if both Edgar and Emma survived their mother and brother they were to share the estate equally. By the first paragraph the testator expressly provided that termination and distribution shall be “upon the death of the survivor of Anna Severson and Norman Severson,” at which time the estate was to be distributed in equal shares to Emma and Edgar. By the second and third paragraphs the testator anticipated the possibility of either Emma or Edgar dying during the existence of the trust. The second paragraph provides for the contingency of death with issue; and, in our opinion, the third paragraph simply purports to provide for the converse of that contingency, namely death without issue. We do not think the testator intended, by the use of the words "termination” and “distribution,” to refer to an event different in time from that referred to in the preceding two paragraphs.

Obviously the sole reason for creating the trust was to provide for the support and maintenance of his wife and incompetent son. Upon their death its purpose would be accomplished. Where the sole purpose of a trust is to provide an income for a beneficiary during his lifetime, the trust terminates at his death, in the absence of provisions to the contrary. (Wood v. Continental Illinois Nat. Bank and Trust Co. 411 Ill. 345.) There is nothing in the present will to indicate the testator meant some different time by the words "termination of this trust.” On the contrary, by the previous provision he had designated the time of termination to be “upon the death of the survivor of Anna Severson and Norman Severson,” and directed that distribution should then be made.

In Illinois Land and Loan Co. v. Bonner, 75 Ill. 315, 325, a will left property in trust for Rosalia A. Bonner and her brother Percy, directing that upon Rosalia’s arriving at 18 years of age the trustee should convey an undivided half to her, and upon her brother’s reaching the age of 21 the trustee should convey the other half to him. It was further provided that in case Rosalia should die without issue, before the full execution of the trusts of said will, leaving her brother surviving, then the whole of the estate should be conveyed to him upon his reaching 21. Rosalia died without issue, after reaching 18 years of age but before the “full execution of the trust.” In holding that her interest did not pass to her brother, this court observed: “We cannot think that the interest of Rosalia, under the will, became divested, and passed to her brother, although she did die without issue before the full execution of the trusts of the will, in which event, by the literal terms of the will, her interest was to be conveyed to him by the trustee. Such divesting and passing of her interest would be inconsistent with the previous provision of the will, that the trustee should convey Rosalia’s interest to her on her arriving at eighteen years of age.” In the case at bar the provision in the third paragraph, as construed by appellant, would be inconsistent with the provision in the first paragraph whereby the trustee was directed to terminate the trust upon death of the surviving life beneficiary and to distribute to Emma and Edgar in equal shares.

A somewhat similar question was presented to the Appellate Court in Costello v. Warnisher, 4 Ill.

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

Related

Heritage County Bank & Trust Co. v. State Bank
556 N.E.2d 747 (Appellate Court of Illinois, 1990)
Trackman v. Ringer
529 N.E.2d 647 (Appellate Court of Illinois, 1988)
Yardley v. Yardley
484 N.E.2d 873 (Appellate Court of Illinois, 1985)
Chicago Title & Trust Co. v. Schwartz
458 N.E.2d 151 (Appellate Court of Illinois, 1983)
CONTINENTAL ILL. NAT'L BK. & T. v. Bailey
433 N.E.2d 1098 (Appellate Court of Illinois, 1982)
Continental Illinois National Bank & Co. v. Bailey
433 N.E.2d 1098 (Appellate Court of Illinois, 1982)
First National Bank v. Canton Council of Campfire Girls, Inc.
426 N.E.2d 1198 (Illinois Supreme Court, 1981)
Eiche v. Illinois National Bank & Trust Co.
406 N.E.2d 210 (Appellate Court of Illinois, 1980)
Jurgens v. Eads
383 N.E.2d 1003 (Appellate Court of Illinois, 1978)
Gerbing v. Grigg
318 N.E.2d 117 (Appellate Court of Illinois, 1974)
Continental Illinois National Bank & Trust Co. v. Griffin
260 N.E.2d 281 (Appellate Court of Illinois, 1970)
CONTINENTAL ILL. NAT. BK. & TR. CO. v. Griffin
260 N.E.2d 281 (Appellate Court of Illinois, 1970)
Crockett v. Baker
245 N.E.2d 257 (Appellate Court of Illinois, 1969)
Northern Trust Co. v. North
220 N.E.2d 28 (Appellate Court of Illinois, 1966)
Schoendienst v. Fink
207 N.E.2d 325 (Appellate Court of Illinois, 1965)
Otta v. Otta
207 N.E.2d 147 (Appellate Court of Illinois, 1965)
Carr v. Hermann
158 N.E.2d 770 (Illinois Supreme Court, 1959)
Jaeger v. Stein
145 N.E.2d 258 (Appellate Court of Illinois, 1957)

Cite This Page — Counsel Stack

Bluebook (online)
143 N.E.2d 225, 11 Ill. 2d 347, 1957 Ill. LEXIS 283, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wiener-v-severson-ill-1957.