{ "id": 5251968, "name": "Rose Login, Plaintiff-Appellant, v. Selma Newman and Sadie Vogel, Defendants-Appellees", "name_abbreviation": "Login v. Newman", "decision_date": "1963-04-01", "docket_number": "Gen. No. 48,832", "first_page": "454", "last_page": "462", "citations": [ { "type": "official", "cite": "40 Ill. App. 2d 454" } ], "court": { "name_abbreviation": "Ill. App. Ct.", "id": 8837, "name": "Illinois Appellate Court" }, "jurisdiction": { "id": 29, "name_long": "Illinois", "name": "Ill." }, "cites_to": [ { "cite": "66 NE2d 678", "category": "reporters:state_regional", "reporter": "N.E.2d", "opinion_index": 0 }, { "cite": "393 Ill 496", "category": "reporters:state", "reporter": "Ill.", "case_ids": [ 2475939 ], "opinion_index": 0, "case_paths": [ "/ill/393/0496-01" ] }, { "cite": "75 Ill 315", "category": "reporters:state", "reporter": "Ill.", "case_ids": [ 2700062 ], "opinion_index": 0, "case_paths": [ "/ill/75/0315-01" ] }, { "cite": "78 NE2d 203", "category": "reporters:state_regional", "reporter": "N.E.2d", "opinion_index": 0 }, { "cite": "399 Ill 403", "category": "reporters:state", "reporter": "Ill.", "case_ids": [ 2460132 ], "pin_cites": [ { "page": "412" } ], "opinion_index": 0, "case_paths": [ "/ill/399/0403-01" ] }, { "cite": "17 NE2d 858", "category": "reporters:state_regional", "reporter": "N.E.2d", "opinion_index": 0 }, { "cite": "22 Ill2d 290", "category": "reporters:state", "reporter": "Ill. 2d", "case_ids": [ 2787918 ], "opinion_index": 0, "case_paths": [ "/ill-2d/22/0290-01" ] }, { "cite": "68 NE2d 241", "category": "reporters:state_regional", "reporter": "N.E.2d", "opinion_index": 0 }, { "cite": "394 Ill 264", "category": "reporters:state", "reporter": "Ill.", "case_ids": [ 2471547 ], "opinion_index": 0, "case_paths": [ "/ill/394/0264-01" ] }, { "cite": "85 NE2d 748", "category": "reporters:state_regional", "reporter": "N.E.2d", "opinion_index": 0 }, { "cite": "403 Ill 302", "category": "reporters:state", "reporter": "Ill.", "case_ids": [ 2620448 ], "pin_cites": [ { "page": "307-8" } ], "opinion_index": 0, "case_paths": [ "/ill/403/0302-01" ] }, { "cite": "64 NE2d 815", "category": "reporters:state_regional", "reporter": "N.E.2d", "opinion_index": 0 }, { "cite": "393 Ill 272", "category": "reporters:state", "reporter": "Ill.", "case_ids": [ 2476023 ], "opinion_index": 0, "case_paths": [ "/ill/393/0272-01" ] } ], "analysis": { "cardinality": 553, "char_count": 11774, "ocr_confidence": 0.568, "pagerank": { "raw": 5.4033266686372354e-08, "percentile": 0.33791815661839747 }, "sha256": "5b49d6315548028493fca80ceca34bec9c0d1e36a27c13bcb2b889c4b5c585c3", "simhash": "1:2d0aa342b33df08f", "word_count": 1995 }, "last_updated": "2023-07-14T19:54:49.038379+00:00", "provenance": { "date_added": "2019-08-29", "source": "Harvard", "batch": "2018" }, "casebody": { "judges": [], "parties": [ "Rose Login, Plaintiff-Appellant, v. Selma Newman and Sadie Vogel, Defendants-Appellees." ], "opinions": [ { "text": "MR. PRESIDING JUSTICE BURMAN\ndelivered the opinion of the court.\nThis is an action in equity seeking the construction of the last will and codicil of Samuel Login, deceased, for the appointment of a successor cotrustee, and other relief. The Chancellor dismissed the action for want of equity after finding that \u201c[t]he Last Will of Samuel Login is free of ambiguity or uncertainty requiring construction and it clearly sets forth that plaintiff\u2019s interest in the trust under the said will is a contingent interest, since it is contingent upon her surviving Sadie Vogel and Selma Newman; . . . .\u201d This appeal followed. The question before us is whether plaintiff\u2019s interest in the trust under the will is sufficient to maintain this action.\nSamuel Login died March 2, 1953. By his will and codicil, after making certain specific bequests, he left the residue of his estate, a medical hook store, in trust. William Login and Sadie Vogel, testator\u2019s brother and sister, were named cotrustees. This action is concerned solely with those portions of the will and codicil establishing the trust.\nThe trust was created in paragraph nine of the will. The trustees were directed to pay specific sums of money to testator\u2019s two sisters so long as they should live. Sadie Yogel was to receive $40 per week and Selma Newman was to receive $20 per week. The trustees were given general discretionary powers designed to enable them to continue the business, and after the death of the two sisters were authorized to sell or otherwise dispose of the property in the trust fund.\nParagraph ten of the will provided for the appointment of Sheldon Login, William\u2019s son, as successor cotrustee in the event of the death of either of the two named trustees.\nParagraph eleven of the will provided as follows:\nIn the event of the death of my brother William, before the completion of the trust estate created herein and hereby, and upon the death of my sisters, Sadie Yogel and Selma Newman, that my Trustees shall distribute my said trust estate jointly to my sister-in-law, Rose Login and my nephew, Sheldon Login, her son, and if she be deceased at that time the said trust estate shall go to my said nephew, Sheldon Login.\nParagraph twelve provided that the trust would go to William Login if he survived the two sisters.\nSometime after the execution of the will, Sheldon Login died. On November 17, 1951, testator executed a codicil to his will. The codicil provided, in pertinent parts, as follows:\nI Do reaffirm all and every clause and condition set up by me in my last will, with the exception of those references therein made to my deceased nephew, Sheldon Login; that he is named therein as beneficiary, devisee and legatee, which I do hereby direct be of no force or effect whatsoever and treated as deleted, cancelled and void in every respect because he predeceased me.\nMy Executors and trustees are hereby fully empowered to sell my book store and real estate, this provision being in furtherance of paragraph nine (9)(c), or in lieu of any other paragraph in my will which may or does conflict herewith, if they so decide to do, at any time after my demise, and the net proceeds therefrom shall be divided as follows :\nWilliam Login to receive fifty (50%) per cent Sadie Vogel to receive thirty (30%) per cent Selma Newman to receive twenty (20%) per cent\nShould any of my aforementioned sisters or my brother or either of them predecease me, his, her or their pro rata share or shares shall be divided equally between the survivors, or if only one, then all the net proceeds are to go to that survivor.\nWilliam Login died March 7, 1960, and his widow, Rose Login, filed this action November 28, 1960. Her complaint alleged the language of the will and codicil was ambiguous and she sought a court determination of the questions which arose in the operation of the book store, including the amounts to be paid defendants. She further sought a declaration of her own interest in the trust and sought her own appointment as successor cotrustee in lieu of her deceased husband.\nWe believe the Chancellor erred in dismissing the action for want of equity since we find that plaintiff\u2019s present interest is no longer contingent and she thereby has a sufficient interest to maintain the action.\nBy his will, testator created a trust that would terminate upon the death of his two sisters. Paragraphs eleven and twelve of the will then provided for distribution of the trust after the death of the sisters. Under paragraph twelve, William Login would receive the entire trust, provided he did not predecease the two sisters. If William did not survive until distribution then under paragraph eleven the trust would go to William\u2019s son and widow jointly unless the widow predeceased the son prior to distribution. Plaintiff was given only a contingent interest, the two contingencies being the deaths of her husband and son.\nThe first portion of the codicil, drawn to take into account Sheldon\u2019s early demise, eliminated all references to Sheldon. Paragraph eleven was not voided entirely; rather, only the references to Sheldon were voided. Plaintiff\u2019s interest under paragraph eleven remained, for had testator intended to void paragraph eleven entirely, he could have done so with one sentence. Thus, paragraph eleven must still be considered along with the codicil. In re Estate of Reeve, 393 Ill 272, 64 NE2d 815. After this portion of the codicil was added, plaintiff\u2019s interest was subject solely to the death of her husband prior to the termination of the trust.\nWilliam\u2019s death on March 7,1960, removed the final contingency. Eliminating reference to the sale provision of the codicil for the present, plaintiff\u2019s interest in the trust after William\u2019s death became subject solely to the life estates of the two sisters. It is clear from prior Supreme Court cases that plaintiff\u2019s interest is no longer contingent but vested. In Kost v. Poster, 406 111 565, 568, 94 ]STE2d 302, the Supreme Court stated:\nThe chief characteristic which distinguishes a vested from a contingent remainder is the present capacity to take effect in possession should the possession become vacant, with tbe certainty that the event upon which the vacancy depends will happen sometime, and not upon the certainty that it will happen or the possession becomes vacant during the lifetime of the remainderman.\nThe death of the two sisters is an event certain to happen. Plaintiff\u2019s interest vested upon the happening of the remaining contingency, the death of William. Vesting is not delayed until the termination of the life estates for, as the Supreme Court stated in Barker v. Walker, 403 Ill 302, 307-8, 85 NE2d 748:\nWhenever the person who is to succeed to the estate in remainder is in being and is ascertained, and the event which by express limitation will terminate the preceding estate is certain to happen, the remainder is vested. . . .\nThe law favors the vesting of estates generally, and so remainders are held to be vested rather than contingent, unless the intent of the testator is made to appear to the contrary.\nPlaintiff\u2019s interest was then, as we have indicated, subject to the prior death of both her husband and son. Since both the husband and son are now deceased, the interest is vested even though enjoyment is postponed until the death of the two sisters, when the trust would terminate. Crowley v. Engelke, 394 Ill 264, 68 NE2d 241.\nThe remaining question is whether the last portion of the codicil, which allows a sale of the book store prior to the death of the two sisters, provided for an event that would defeat plaintiff\u2019s interest.\nThe will originally allowed a sale of the business only after the death of the two sisters. The codicil changed this provision and gave the trustees greater discretionary authority for they were allowed to sell the business at any time after the death of testator. Testator then provided for distribution of the proceeds if any early sale occurred. William was to receive fifty per cent of the proceeds, Sadie Yogel thirty per cent, and Selma Newman twenty per cent. One condition was added:\nShould Any of my aforementioned sisters or my brother or either of them predecease me, his, her or their pro rata share or shares shall be divided equally between the survivors, or if only one, then all the net proceeds are to go to that survivor.\nThe brother and sisters would share in the proceeds of the sale only if they did not predecease testator. Since all of them outlived testator, this condition is of no effect. We agree with defendants that the cardinal rule in constructing a will is to give effect to the intention of the testator. Watkins v. Nobiling, 22 Ill2d 290, 17 NE2d 858. Defendants contend it was testator\u2019s intent to have the proceeds of a sale divided among only those sisters and brother still living at the time of the sale. However, as the Supreme Court stated in Watkins and in Wagner v. Clauson, 399 Ill 403, 412, 78 NE2d 203, the \u201cintention must be ascertained from the words of the will.\u201d The language of this codicil, formally drafted with the aid of counsel, clearly states but one condition, the brother and sisters must not predecease testator. There is no requirement that they be living at the time of the sale. Since all three met the one condition named, the proceeds from a sale, if there be one, should be divided in the proportions specified by testator. See The Illinois Land and Loan Co. v. Bonner, 75 Ill 315.\nSince William died prior to any sale, his share of the proceeds from a sale, if there be one, will go to his estate. Plaintiff, as William\u2019s widow, would be entitled to a share of his estate. Therefore, the sale is not a contingency that would defeat plaintiff\u2019s interest in the trust, but is merely an event that would cause a partial divestment. No matter how the trust is terminated, plaintiff has an interest. If the trust is terminated by the death of the two sisters, under paragraph eleven of the will plaintiff will receive the corpus of the trust. If the business is sold, under the codicil plaintiff will receive a part of the proceeds. Thus, plaintiff has sufficient interest to maintain the action and it was error to dismiss.\nWe cannot accept defendants\u2019 contention that testator\u2019s intent was to have only his blood relatives share in the proceeds of the trust. They emphasize that only blood relatives are named in the codicil. Plaintiff\u2019s interest results either from her being named in paragraph eleven or through her relationship to William, a named beneficiary in the codicil. As we stated previously, the codicil does not revoke paragraph eleven entirely. Jackman v. Kasper, 393 Ill 496, 66 NE2d 678. While the codicil manifests an intent to provide defendants with more security than they had under the will, the codicil does not manifest an intent to exclude plaintiff completely.\nThe other questions presented by plaintiff\u2019s action were not reached by the Chancellor and we make no determination thereof at this time. In view of the fact that we find the dismissal to be erroneous, the Chancellor should consider and decide these other questions, guided by the determinations made herein.\nThe judgment below is reversed and the cause is remanded for further proceedings consistent with the views expressed in this opinion.\nReversed and remanded.\nMURPHY and ENGLISH, JJ., concur.\nThe exact amount plaintiff will receive, should there be a sale, we need not determine as that question is not before this court.", "type": "majority", "author": "MR. PRESIDING JUSTICE BURMAN" } ], "attorneys": [ "Henry W. Kenoe and Raphael Fine, of Chicago, for appellant.", "Maurice T. Weinshenk, of Chicago, for appellees." ], "corrections": "", "head_matter": "Rose Login, Plaintiff-Appellant, v. Selma Newman and Sadie Vogel, Defendants-Appellees.\nGen. No. 48,832.\nFirst District, First Division.\nApril 1, 1963.\nHenry W. Kenoe and Raphael Fine, of Chicago, for appellant.\nMaurice T. Weinshenk, of Chicago, for appellees." }, "file_name": "0454-01", "first_page_order": 464, "last_page_order": 472 }