Legal Question in Wills and Trusts in Illinois

Grandchildren per stirpes

My grandfather died leaving farm property in trust. The earnings from the farm were to be divided among his children until the death of the last child. At the death of the last child, the trust terminates and the ''trust property shall be divided among the then living descendants of my children per stirpes'' This was a generation skipping trust. Does the term ''per stirpes'' in this case refer to my grandfather's children's descendants or to the descendants of the grandchildren? I believe that the farm property was actually left to the grandchildren and they, (we) therefore divide the farm property equally. If any of the grandchildren was deceased it would then have gone to our children (great grandchildren) per stirpes.


Asked on 10/26/01, 12:53 pm

1 Answer from Attorneys

Jay Goldenberg Jay S. Goldenberg

Re: Grandchildren per stirpes

Per stirpes means by the stripe and means that descendants take a deceased person's share.

In this case, it was left to his children's descendants. I would interpret this that 1. it goes to descendants of the children (smart, huh) and 2. he is describing how it shall be divided.

And dealing with the latter, I would interpret it to mean that a share is created for each child (which is the way the income was treated), and then divided among the child's descendants.

Assume 3 children, with 1, 2, and 3 children each. There would be three shares. The child of the first would get his entire share. The children of the second would divide their parent's share, getting 1/6 each. The children of the third would get 1/9 each. If a grandchild is deceased his/her descendants would take that share on the same formula.

You apparently would like to divide into 6 shares -- equally per grandchild -- and interpret per stirpes as meaning only what happens if a grandchild is deceased. I appreciate your wish, but that's not my itnerpretation. The appropriate language for your approach would be "to my grandchildren equally, the surviving descendants of a deceased grandchild to take their ancestor's share per stirpes". That language would make it clearer that the division is at the grandchild's level, but I think this language is at the child's level.

I could use this to emphasize the need for a lawyer in drafting, but this was probably drafted by a lawyer, and this is presumably your grandfather's intent. Drafting does require precision in language.

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Answered on 11/22/01, 3:33 pm


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