Bemis v. Northwestern Trust Co.

135 N.W. 1124, 117 Minn. 409, 1912 Minn. LEXIS 783
CourtSupreme Court of Minnesota
DecidedMay 10, 1912
DocketNos. 17,556—(173)
StatusPublished
Cited by6 cases

This text of 135 N.W. 1124 (Bemis v. Northwestern Trust Co.) is published on Counsel Stack Legal Research, covering Supreme Court of Minnesota primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bemis v. Northwestern Trust Co., 135 N.W. 1124, 117 Minn. 409, 1912 Minn. LEXIS 783 (Mich. 1912).

Opinion

Start, C. J.

This is an appeal by the Northwestern Trust Company from the judgment of the district court of the county of Fillmore, affirming a partial decree of distribution of the estate of Levi Bemis, of Chat-field, Minnesota, who died leaving a last will, and involves the question of the validity of certain bequests made by him. The testator left an estate of the approximate value of $300,000, and his widow and four sons are his sole heirs at law. His purpose in making his will, as indicated by its provisions, was to provide for his widow and sons, and to devote the residue of his estate, except $5,000 given to the Chatfield Cemetery Association, to the establishment in Chatfield of a home for aged men and women, to be known and called the “Levi Bemis Home.” The here material provisions of the will, as modified by a codicil, are to the effect following:

The second clause thereof gave to his widow $30,000 in lieu of all statutory provisions and allowances.

The third clause gave absolutely to his son Victor E. Bemis $30,000.

The fourth clause gave to the appellant, the Northwestern Trust [411]*411Company, $25,000 in. trust for the purpose of investing the same and paying the net annual income from the trust fund to his son Harry L. Bemis during his natural life, and at his death to pay two-thirds of the principal to the Levi Bemis Home, a charitable institution provided for in the eighth clause of the will, and to pay the other one-third thereof to such of the testator’s grandchildren of the body of his children as may be living at the time of the death of his son Harry, share and share alike.

The fifth clause gave to the Northwestern Trust Company $30,000 in trust to pay the net annual income thereof to his son Trank A. Bemis during his natural life, and at his death to pay two-thirds of the principal to the Levi Bemis Home, and one-third thereof to such of the testator’s “grandchildren of the body of my children as may be living at the time of the death of my said son Trank A. Bemis,” share and share alike.

The sixth clause gave to the Northwestern Trust Company $30,000 in trust to pay the net annual income thereof to his son Willie E. Bemis during his natural life, and at his death to pay two-thirds of the principal to the Levi Bemis Home, and one-third thereof to such of the testator’s grandchildren of the body of his children “as may be living at the time of the death of my said son Willie E. Bemis, share and share alike.”

The eighth clause, as far as here material, was to the effect following: It gave to five persons, as trustees, naming them, $75,000 in trust for the uses and purposes of obtaining, establishing, building, maintaining, endowing, and carrying on in the city of Chatfield a home for aged men and women, to be known as, and called, “The Levi Bemis Home for the Aged;” $25,000 thereof to be known as the building fund, to be used by the trustees and their successors for the purchase of grounds and the erection of suitable buildings thereon for the home, to be known as the “building fund,” the balance of the bequest to be known as the “endowment fund,” which is to be a permanent and perpetual fund, to be invested and reinvested by the trustees, and their successors in said trust, and the income thereof is to be used in keeping in repair the buildings and grounds of the [412]*412home, and in maintaining the home and the inmates thereof. If for any reason any of the trustees of the home and funds may be unable to act as such, or a vacancy shall occur in the board of trustees, then and in such case the vacancy may be filled by the remaining trustees, if able to agree, but, if not, then by the judge of the district court of the county of Fillmore. Whenever it is deemed best for the board of trustees that a corporation be formed under the laws of the state of Minnesota to administer and execute this trust, then he desired that such corporation should be organized, if the same could be legally done, and in that event that the trustees be officers and directors thereof until their successors are elected. Upon the organization of such corporation, then such trustees are authorized and empowered to convey to such corporation all property acquired by them by reason of this trust, and to turn over to such corporation all money and property in their hands as such trustees, and turn over to such corporation the management of the home.

The ninth clause gave all the residue of the estate to the trustees named in the eighth clause of the will, in trust for the uses and purposes of establishing, maintaining, and endowing the Levi Bemis Home for the Aged provided for in the eighth clause of the will.

The trustees organized a corporation, the Levi Bemis Home for the Aged. The widow of the testator duly filed her declination to take under the will, and elected to claim the share of his estate provided by the statute. Her right to one-third of the estate is not here questioned by any party to the appeal. The probate court held that the trust attempted to be created by the eighth clause in the will was void, because the intended beneficiary of the trust was uncertain and incapable of being made certain; that the execution of the trust is not limited to the time fixed by statute, and that it suspends the power of alienation beyond the statutory limit, and as a legal inference therefrom that the fourth, fifth, and sixth clauses of the will were void, because no residuary legatee or devisee capable of accepting the same was named; and, further, that by reason of such illegal trusts and the declination of the widow to accept the provisions made for her by the will the general scheme and purpose of the testa[413]*413tor in making disposition of his property by his will has been destroyed. The probate court made its decree on the basis that all of the bequests made in tbe will, except tbe one to tbe cemetery association, wbicb was not contested, were void, and gave one-third of the estate to tbe widow, and tbe balance to the sons, including Victor, in equal shares.

Tbe trust company and tbe Levi Bemis Home severally appealed from tbe decree to tbe district court, wbicb affirmed, by its judgment, tbe decree in its entirety. Only tbe trust company appealed to this court.

It appears from tbe memorandum of tbe trial court tbat it held tbe fourth, fifth, and sixth clauses of tbe will void for tbe reason tbat: “Tbe gift in tbe eighth subdivision of tbe will must be held void. This defeats tbe scheme of tbe testator as to tbe bulk of his estate, and as courts are not empowered to make wills, but to construe them, tbe remaining provisions of tbe will, excepting tbe seventh paragraph thereof, wbicb was not attacked, must be held void. *- * * y>

Although the trust company is the only appellant, yet the question of the validity of the eighth clause is here material, in so far as the validity of the other contested clauses of the will depend upon it, if at all. It is clear that the eighth clause is void, for the reason that the beneficiaries of the trust are uncertain and incapable of being made certain. It violates the statute against perpetuities, and suspends the absolute power of alienation of the real estate for a longer period than the continuance of two lives in being at the creation of the trust. B. L. 1905, §§ 3204 — 3249; Shanahan v. Kelly, 88 Minn. 202, 92 N. W. 948; Watkins v. Bigelow, 93 Minn. 210, 100 N. W. 1104; Rong v. Haller, 109 Minn. 191, 123 N. W. 411, 806, 26 L.R.A.(N.S.) 825.

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Cite This Page — Counsel Stack

Bluebook (online)
135 N.W. 1124, 117 Minn. 409, 1912 Minn. LEXIS 783, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bemis-v-northwestern-trust-co-minn-1912.