NORTHERN TRUST CO. v. KNOX

No. 1-06-1713.

869 N.E.2d 401 (2007)

The NORTHERN TRUST COMPANY, Trustee of the Caroline E. Haskell Trust, Plaintiff-Appellee, v. Elizabeth Yates KNOX, Michael Lloyd Yates, Elizabeth Lee Loughran, Deborah Lee Heller, Walter W. Bell, not individually but as Trustee of The Deborah Lee Trust, Cynthia Healy Ellis, Winston Healy Jr., Jonathan L. Healy, Elizabeth Condict Lange, Carolyn G. Lange Clarke, Stacy Lange Columbo, Connie Lee Foster, Gerritt Davis Foster, III, Lawrence Lee Foster, Cheryl Lynn Foster, Charles Clayton Eliot, The New England Conservatory of Music, Harold Smith Schutt, Jr., The Tower Hill School Association, Wilmington Trust Company, not individually but as Trustee of The Louise P. Schutt Trust dated 11-2-64, Charles Porter Schutt, Jr., Sarah Louise Schutt Harrison, Caroline DuPont Schutt Brown, Erik Franz-Eugene Streitwieser, Charles Edward Streitwieser, Bernhard Thomas Streitwieser, Christiane Cecelia Streitwieser Bunn, Greta Brown Layton Schutt, Julia DeHaven Breed Dodson, Heerlein Riggs Bank, N.A., not individually but as Trustee of The Richard Edwards Breed III Trust, Richard Edwards Breed, Lynn Edwards Breed Snyder, Martha Garrett Breed, BB & T Trust, not individually but as trustee of The George Breed Revocable Trust, Ana Maria DePellecer, The Jane Breed DePellecer Trust f/b/o Juan Jose DePellecer, The Jane Breed DePellecer Trust f/b/o Richard Edwards Breed, Paul Edward Johnson Jr., Joan J. Johnson, James Thayer Johnson, Jr., James Calvin Aldridge, Jr., Christopher Brinson Aldridge, Carolyn Brinson Aldridge, Gideons International, The Great Commission, Patricia Martin Harmon, Paulene Martin Putnam, William Charles Martin, William Brantley Aldridge, Jr., Emma Eugenia Aldridge Beauford, Frances Pauline Aldridge, Ella Louise Aldridge Reed, Edmund Carlton Aldridge III, Marion Douglas Aldridge, Gerald Franklin Aldridge, Elsie J. Aldridge, Lucy Elizabeth A. Davis, Landon Thomas Aldridge, Patricia Ann Aldridge Pennington, Pamela Sue A. McCaslin, Thomas Wayne Aldridge, Jr., Ruth Warren Aldridge, Stephen Morris Aldridge, St. Luke United Methodist Church of Augusta, Georgia, Annie Marie Aldridge, Timothy Carlton Aldridge, Kenneth William Aldridge, George Neil Aldridge, James Merlin Christopher, Jr., Edward William Acton Christopher, James David Christopher, Constance Christopher Jones Vaughn, Earline Baldwin Aldridge, Edgar Allen Aldridge, Jr., Marjorie E. Aldridge, Frank Carlton Aldridge, Jr., Marsha Elizabeth Aldridge Gaffin, Lisa Lillian Aldridge Yialys, George Edgar Aldridge, Sara Erikson Aldridge Stevens, Mary Jo Aldridge Rakoske, William George Aldridge, Barbara A. Aldridge, Elizabeth L. Aldridge Shumpert, Mary Ann Aldridge Ray, Marion Francis Hite Carpenter, Glenn Kendall Van Sant, Sr., Stefan Van Sant, Camille Van Sant, Glenn Kendall Van Sant, Jr., Mary Paysinger Ringer, Edna Hite Paysinger Jackson, Richard D. Bradley, Wayne Albon Scott, Sr., Melissa Windham, Scott Barkley, Wayne Albon Scott, Jr., Marion Lindell Scott, Edward Hite Scott, Frances Bates Hair, Doris Bates Quarles, Angela B. Bates, James Todd Bates, William Edward Bates, Jerry Michael Bates, Teresa Ann Bates, David Everette Bates, Jr., Clyde Anderson Bates III, Ilene Bates Ford, William A. Rawl, Jr., John Durham Boney, Jr., Nancy Boney Lee, Vanderlyn S. Rawl, James Frank Rawl, Jr., Betty Anne Rawl, Lawrence Lafforthun, The Estate of George Edward Gerrie, Deceased, Jean Hamlin Reiter, Linda F. McCullogh Kilgore, James Bert Fitzgerald, Michael R. Fitzgerald, Kathleen Fitzgerald Ingram, Jeffrey Todd Hamlin, Michone Elizabeth Hamlin Snyder, Eric J. Nilson, not individually but as Trustee of The Paul G. Hamlin Trust, Ada Margaret Byrne Wheeler Hunter, Barbra Ann Wheeler Patch, George Forrest Butterworth III, Lucile Wheeler-Vaughn, Harry Roberts Wheeler, Jr., Frederick Haskell Wheeler, David Hale Burland, Naomi Lucile Burland Wahlstrom, Haskell Robbins Burland, Mona Koelb Clifford, Palmer Wheeler Koelb, Wright Barton Aldridge, Jr., Adele K. Hannah, Gerald H. Gagnier, Marie N. Gonyo, Roland Gonyo, Marian Eunice North Winch, Gulliford, Rodney E. North, Caroline Mabel North Pasco, Marvin E. Krauss, Charles Brewster Prentiss III, Julian Blake Prentiss Hagen, Julia M. Prentiss, Robert Thaddeus Ellett III, Thelma D. Ellett, Lars R. Hagen, Sr., Lois G. Phillips, Jeanetta Hard Weatherford, William Henry Hard, Arthur L. Jones, Mary Rivers Kello, Joseph H. McGee, Jr., Charles Goodwin Whitmire, James Martin Whitmire, Jr., Evelyn Jennings Whitmire, Frances C. Simonds, John C. Simonds, Jr., Charles R. Simonds, Augustus H. Hayden IV, Thomas Epting Hayden, Suzanne Janotha, Manfred Janotha, Thomas Marshall West IV, Stephen M. West, Katherine McCallum Goodwin, Elizabeth W. West, Caroline Haskell Simpson, Diana Haskell Shewalter, Henry Hamilton Haskell, Sr., Mary Theodosia Haskell, James Tillson, Marian Blayney Tillson, Thomas Paget Tillson, Stephen Tillson, Linda Bissell Knechtel, Story Bissell Kornbluth, Graham Henry Richardson, Paget Daniels Richardson, Cinthia Richardson Calkins, Louis Dean Frederic Frasche, Robert McLane Frasche, James William Frasche, Frances P. Dodd Pahlmann, Nancy Dodd Fergus, Sandra Haskell Dodd Wilkinson, The Estate of William Miller Outcalt, Jr., deceased, and certain unknown potential remainder beneficiaries, Defendants-Appellees (The New England Conservatory of Music, Defendant-Appellant).

Appellate Court of Illinois, First District, Fourth Division.

May 10, 2007.


Attorney(s) appearing for the Case

Robert S. Held, Emily J. Kuo, Charles F. Newlin, Harrison and Held, LLP, Chicago, for Appellant The New England Conservatory of Music.

David A. Baker, Jared R. Cloud, Nicole K. Mann, McDermott Will & Emery LLP, Chicago, for Appellee Charles C. Eliot.

Sidley Austin LLP, Chicago, for The Northern Trust Company.


Justice MURPHY delivered the opinion of the court:

This action was brought by plaintiff, The Northern Trust Company, as trustee of the Caroline E. Haskell Trust (Northern Trust), which sought instructions from the trial court on how to distribute the trust principal upon termination of the trust. Defendant New England Conservatory of Music (NEC) and defendant Charles C. Eliot filed cross-motions for summary judgment arising from their mutual claim of the same one...

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