{ "id": 5383244, "name": "In re ESTATE OF JOHN E. CARLSON, Deceased.-(MARY CARLSON, a Minor, by her Mother and Next Friend, Marie Carlson, Plaintiff-Appellant, v. BARBARA BRADT et al., Defendants-Appellees.)", "name_abbreviation": "Carlson v. Bradt", "decision_date": "1976-06-14", "docket_number": "No. 75-319", "first_page": "281", "last_page": "286", "citations": [ { "type": "official", "cite": "39 Ill. App. 3d 281" } ], "court": { "name_abbreviation": "Ill. App. Ct.", "id": 8837, "name": "Illinois Appellate Court" }, "jurisdiction": { "id": 29, "name_long": "Illinois", "name": "Ill." }, "cites_to": [ { "cite": "25 Ill. 2d 151", "category": "reporters:state", "reporter": "Ill. 2d", "case_ids": [ 5352920 ], "year": 1962, "pin_cites": [ { "page": "165-166" } ], "opinion_index": 0, "case_paths": [ "/ill-2d/25/0151-01" ] }, { "cite": "40 Ill. App. 2d 371", "category": "reporters:state", "reporter": "Ill. App. 2d", "case_ids": [ 5252830 ], "year": 1963, "pin_cites": [ { "page": "373" } ], "opinion_index": 0, "case_paths": [ "/ill-app-2d/40/0371-01" ] }, { "cite": "315 Ill. App. 78", "category": "reporters:state", "reporter": "Ill. App.", "case_ids": [ 5644968 ], "weight": 2, "year": 1942, "pin_cites": [ { "page": "80-81" } ], "opinion_index": 0, "case_paths": [ "/ill-app/315/0078-01" ] }, { "cite": "356 Ill. 89", "category": "reporters:state", "reporter": "Ill.", "case_ids": [ 5805674 ], "weight": 2, "year": 1934, "pin_cites": [ { "page": "92" } ], "opinion_index": 0, "case_paths": [ "/ill/356/0089-01" ] }, { "cite": "411 Ill. 31", "category": "reporters:state", "reporter": "Ill.", "case_ids": [ 5313121 ], "year": 1952, "opinion_index": 0, "case_paths": [ "/ill/411/0031-01" ] }, { "cite": "15 Ill. App. 2d 35", "category": "reporters:state", "reporter": "Ill. App. 2d", "case_ids": [ 5176532 ], "weight": 2, "year": 1957, "pin_cites": [ { "page": "40" }, { "page": "40-41" } ], "opinion_index": 0, "case_paths": [ "/ill-app-2d/15/0035-01" ] } ], "analysis": { "cardinality": 618, "char_count": 12277, "ocr_confidence": 0.865, "pagerank": { "raw": 2.5381302456005774e-07, "percentile": 0.8131620801058286 }, "sha256": "fa15c7e4ce47e92633dc7fc3a56bdd35c5941988056754c0ac7b78843864fdf7", "simhash": "1:ba67dd848c14efe5", "word_count": 2081 }, "last_updated": "2023-07-14T15:44:11.874495+00:00", "provenance": { "date_added": "2019-08-29", "source": "Harvard", "batch": "2018" }, "casebody": { "judges": [], "parties": [ "In re ESTATE OF JOHN E. CARLSON, Deceased.\u2014(MARY CARLSON, a Minor, by her Mother and Next Friend, Marie Carlson, Plaintiff-Appellant, v. BARBARA BRADT et al., Defendants-Appellees.)" ], "opinions": [ { "text": "Mr. PRESIDING JUSTICE THOMAS J. MORAN\ndelivered the opinion of the court:\nThis is an appeal from the dismissal of plaintiffs amended complaint for construction of the will of John E. Carlson. Plaintiff alleges that her complaint informs defendants of the nature of the claim asserted and raises a material issue of fact, and that it should not therefore have been dismissed; that defendants\u2019 motion to dismiss was defective in that it did not list any of the specific grounds under section 45 or section 48 of the Civil Practice Act (Ill. Rev. Stat. 1973, ch. 110, pars. 45, 48) and thus fails under each of these sections; and that plaintiffs attorneys are entitled to an award of reasonable attorneys\u2019 fees from the estate. On appeal, defendants concede that plaintiff s complaint adequately informs them of the nature of plaintiffs claim.\nJohn E. Carlson died in 1974, leaving a two-page will. There were but three dispositional paragraphs in this will: the first contained the usual direction to the executor to pay all just debts of the testator; the second bequeathed to the testator\u2019s niece and nephew, Barbara Ann Carlson (Bradt) and Bernard D. Carlson, and the nephew of his wife, William Perry Filbert, the sum of $1000 each. Paragraph THIRD, in question here, provides:\n\u201cAll the rest, residue and remainder of my estate of every kind and nature, I hereby give, devise and bequeath to my wife, A dina V. Carlson. In the event that my said wife should die prior to my death, or if we both die as a result of the same accident or catastrophe, then I give, devise and bequeath all of my property of every kind and nature to my niece and nephew, Barbara Ann Carlson and Bernard D. Carlson, and the nephew of my wife, William Perry Filbert, or their survivors or survivor, share and share alike.\u201d\nThe construction of the quoted paragraph has been put in issue by this case.\nThe testator\u2019s wife predeceased him, thereby removing the contingency from the residuary gift to the class which consists of his niece and nephew and the nephew of his wife. Also prior to testator\u2019s death, his nephew, Bernard Carlson, died leaving one minor child, Mary Carlson, who, by her mother and next friend, is the plaintiff in this suit. The administrator, the niece (Barbara Carlson Bradt), and the nephew of testator\u2019s wife (William Perry Filbert) are the defendants herein. The suit arose because the administrator of the estate read the language of the residuary clause to exclude Mary Carlson from that class of persons designated \u201ctheir survivors or survivor.\u201d When the will was admitted to probate, the guardian ad litem for the minor stated that plaintiff had no financial interest in the estate of the decedent, and the court so found. Plaintiff thereafter filed her complaint and, on a motion to strike the same, the motion was allowed and plaintiff was given leave to file an amended complaint. An amended complaint was filed, plaintiff requested a change of venue, and a different judge was assigned. The defendants once again filed a motion to dismiss. The court heard arguments and, after submission of briefs, allowed the motion. The court did not set out the specific grounds for its order; however, the primary issue argued before that court regarded the alleged ambiguity of \u201csurvivors or survivor, share and share alike.\u201d It appears the court found there was no such ambiguity to be construed.\nA major part of plaintiff\u2019s appeal is addressed to alleged deficiencies in defendants\u2019 motion to dismiss, such insufficiencies stemming from defendants\u2019 alleged failure to state or prove any of the grounds for dismissal listed under sections 45 or 48 of the Civil Practice Act. (Ill. Rev. Stat. 1973, ch. 110, pars. 45, 48.) We find this argument to be without merit.\nSection 45(1) provides that all motions regarding the pleadings shall point out specifically the defects complained of and shall ask for appropriate relief. Subsection (2) provides:\n\u201cIf a pleading or division thereof is objected to by a motion to dismiss or for judgment or to strike out the pleading, because it is substantially insufficient in law, the motion must specify wherein the pleading or division thereof is insufficient.\u201d\nSubsection (5) provides that \u201cAny party may reasonably move for judgment on the pleadings.\u201d\nThe opening paragraph of defendants\u2019 motion to dismiss asks the court to dismiss plaintifFs amended complaint for \u201cwant of equity appearing on the face of the complaint,\u201d and moves that judgment be entered in favor of the defendants against the plaintiff. Paragraph two of the motion alleges \u201cthat it appears on the face of the amended complaint that there is no ambiguity in the last will and testament of John E. Carlson, deceased, and therefore nothing to be construed.\u201d This motion was, in effect, a motion for judgment on the pleadings. It apparently was treated as such by the trial court as revealed by the briefs and arguments made to that court by the parties. We find that defendants\u2019 motion to dismiss adequately met the requirements of section 45 of the Civil Practice Act.\nThe principal issue in this case is whether the words \u201ctheir survivors or survivor, share and share alike,\u201d viewed within the four corners of the will, create an ambiguity which requires construction of the will. As the court in Binger v. Ackerman, 15 Ill. App. 2d 35, 40 (1957), observed:\n\u201cIt is basic that a court of equity will not assume jurisdiction to construe a will which is neither ambiguous nor uncertain where there is no equitable estate to be protected or equitable right to be enforced. The court does not acquire jurisdiction to construe a will merely by allegations that a question requiring construction exists, where the record shows that there is no such question. A motion to dismiss may properly be filed to present this question. [Citations including Peck v. Drennan, 411 Ill. 31 (1952).]\u201d\nThe Binger court further observed:\n\u201cThe question for determination by this court on an appeal of this nature, is solely whether or not the principles of law governing the interpretation of this will are thoroughly established by the law. If they are so established, and if, when those established principles are understood and applied to the will, the meaning is clear, there is no ambiguity and no question of construction remains for the court. [Citations.]\u201d 15 Ill. App. 2d 35, 40-41.\nWhen the term \u201csurvivor\u201d is used in conjunction with a gift to a group or class of beneficiaries, under the common law the survivorship clause of the will is deemed to indicate the intention of the testator that, should any member of the class predecease the testator, the share of the deceased beneficiary goes to the remaining named members of the class, rather than to the children or issue of the predeceased beneficiary. See Schneller v. Schneller, 356 Ill. 89, 92 (1934).\nThe case of Waugh v. Poiron, 315 Ill. App. 78 (1942), involves a factual situation strikingly similar to the one at bar. There, a residuary clause in a will left the residue of testatrix\u2019s estate to a named brother, two sisters, and a niece of the testator share and share alike and to the survivor of them. During the four years between the execution of the will and the death of the testatrix, the named brother and the two named sisters died, leaving only the niece in the designated class of beneficiaries. The children of the brother and the child of one sister claimed under the residuary clause as \u201csurvivor(s) of them.\u201d The court rejected this interpretation, stating:\n\u201c[U]nder a proper construction [the niece] takes the residue of the estate to the exclusion of others. We so determine because of the precise language of the paragraph. It is complete in a single sentence. The testatrix says, I give the rest, residue and remainder to my brother James, my sister Minnie, my sister Annie, and my niece Ethel, \u2018share and share alike, and to the survivor of them.\u2019 Webster says \u2018survive\u2019 means \u2018to live longer than.\u2019 Here the word \u2018survivor\u2019 is modified by the phrase \u2018of them.\u2019 \u2018Them\u2019 manifestly refers to James, Minnie, Annie and Ethel. The \u2018survivor of them\u2019 is Ethel, because she lived after the death of the others. Bouvier defines a \u2018survivor\u2019 as \u2018the longest liver of two or more persons.\u2019 Of the four names in the residuary clause, [the niece, Ethel] lived longest and was the only one of the four living at the death of the testatrix. It would seem nothing could be clearer than that she is \u2018the survivor of them.\u2019 \u201d Waugh v. Poiron, 315 Ill. App. 78, 80-81 (1942).\nThe factual circumstances in Waugh and the specific language used in that case \u2014 \u201cshare and share alike, and to the survivor of them\u201d \u2014 closely approximates the factual situation and the language in this case \u2014 \u201cor their survivors or survivor, share and share alike.\u201d We fail to see any functional difference between the use of the word \u201ctheir\u201d in the case at bar and the phrase \u201cof them\u201d in Waugh. In the instant case, too, the bequest is similarly contained in a single sentence.\nWe have looked to the four comers of the will to find support for the supposed ambiguity of the phrase \u201cto their survivors or survivor,\u201d but find no such support. The second dispositional paragraph gives each of the same three named beneficiaries the sum of *1000 without reference to the issue, children, or heirs of these persons, and thereby indicates the testator\u2019s intention not to provide for the children or issue of those beneficiaries. Under that provision, the *1000 gift to any of those who might have died prior to testator would clearly have lapsed and fallen in with the residuary estate, which would have passed in its entirety to testator\u2019s wife had she not predeceased him.\nSection 49 of the Probate Act (Ill. Rev. Stat. 1973, ch. 3, par. 49) provides:\n\u201cUnless the testator expressly provides otherwise in his will, 000 (2) when a devise or legacy \u201d * \u201d is to a class and any member of the class dies before or after the testator, the members of the class living when the devise or legacy is to take effect in possession or enjoyment, take the share or shares which the deceased member would have taken if he were then living \u00b0 \u00b0\nWe do not find the use of the words \u201ctheir survivor or survivors\u201d to constitute the clear contrary expression of testator\u2019s intent necessary to void the effectiveness of this section of the statute. See Schneller v. Schneller, 356 Ill. 89, 92 et seq. (1934); Kellner v. First Trust & Savings Bank, 40 Ill. App. 2d 371, 373 (1963).\nWe therefore hold that the trial court\u2019s order dismissing plaintiffs case on the pleadings was correct.\nPlaintiffs remaining issue questions the trial court\u2019s denial of an award for her attorney\u2019s fees to be paid from the estate. The costs of litigation in will construction cases are borne by the estate on the theory that the testator expressed his intentions so ambiguously as to necessitate construction of the instrument to resolve adverse claims. Such fees are allowed to a party even though the construction eventually adopted is adverse to his claim. Our supreme court has held, however, that such fees should not be authorized where construction is unnecessary. (Orme v. Northern Trust Co., 25 Ill. 2d 151, 165-166 (1962).) Plaintiffs are not entitled to attorneys\u2019 fees because of the mere allegation of an ambiguity. In the instant case, the court below found and we have affirmed that the challenged language in the will was not ambiguous as a matter of law.\nThe order of the trial court dismissing this action with prejudice is therefore affirmed in all respects.\nJudgment affirmed.\nRECHENMACHER and DIXON, JJ, concur.\nSchneller dealt with rights of descendents of the testator, whereas here the rights of collaterals and others are in issue. See section 49(1) of the Probate Act (Ill. Rev. Stat. 1973, ch. 3, par. 49(1)).", "type": "majority", "author": "Mr. PRESIDING JUSTICE THOMAS J. MORAN" } ], "attorneys": [ "Benn E. G. Eilert, of Geneva, and Roy Safanda, of Dowling & Safanda, of St. Charles, for appellant.", "Stephen M. Cooper, Joseph Radovich, and Charles Radovich, all of Geneva, for appellees." ], "corrections": "", "head_matter": "In re ESTATE OF JOHN E. CARLSON, Deceased.\u2014(MARY CARLSON, a Minor, by her Mother and Next Friend, Marie Carlson, Plaintiff-Appellant, v. BARBARA BRADT et al., Defendants-Appellees.)\nSecond District (2nd Division)\nNo. 75-319\nOpinion filed June 14, 1976.\nBenn E. G. Eilert, of Geneva, and Roy Safanda, of Dowling & Safanda, of St. Charles, for appellant.\nStephen M. Cooper, Joseph Radovich, and Charles Radovich, all of Geneva, for appellees." }, "file_name": "0281-01", "first_page_order": 309, "last_page_order": 314 }