Booth v. Krug

14 N.E.2d 645, 368 Ill. 487
CourtIllinois Supreme Court
DecidedApril 20, 1938
DocketNo. 24534. Decree affirmed.
StatusPublished
Cited by18 cases

This text of 14 N.E.2d 645 (Booth v. Krug) is published on Counsel Stack Legal Research, covering Illinois Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Booth v. Krug, 14 N.E.2d 645, 368 Ill. 487 (Ill. 1938).

Opinion

Mr. Chief Justice Farthing

delivered the opinion of the court:

Walter S. Booth, then a resident of Wabash county, died testate on August 12, 1933, and on October 23, following, his will was duly admitted to record. The appellants, heirs who were not remembered in the will, filed their complaint in the circuit court asking that the trust provisions of the will be held invalid. Stella Krug, Ruth A. Wilson and Mamie S. Darnell, beneficiaries under the private testamentary trust, the executors of the will, and the directors of school district No. 13, in White county, were made defendants. The Attorney General filed an intervening petition on behalf of the charitable trust created by the will, and answered the complaint. The cause was heard on the complaint, the answers and a stipulation as to heirship, and, while it was under advisement, appellants obtained leave and filed a supplemental complaint setting up the death of one of the co-trustees since the commencement of the suit, and alleging that the trusts created by the will had terminated by reason of the death of such trustee. On motion of defendants the supplemental complaint was stricken from the files. The court entered a decree in favor of the defendants and taxed the costs against the plaintiffs. A freehold is involved, and the appeal has been perfected directly to this court.

The testator, by the first six clauses of his will, provided that his just debts and certain specific legacies be paid, and these clauses of the will were not questioned. The material parts of the will read as follows:

“Seventh: After the payments of the bequests in paragraphs Two (2), Three (3), Four (4), Five (5), and Six (6), above, then it is my will that the income from the residue of my estate (to be invested in United States Bonds or in other equally good securities) to be given absolutely to my sister, Stella (Booth) Krug, for her upkeep, maintenance and enjoyment, as long as she lives.

“Eighth: When the bequests mentioned in paragraph Seven (7) above shall terminate through the death of my sister, Stella (Booth) Krug, it is my will that the income from the residue of my estate be given in absolutely equal portions to my said half-sisters, Ruth A. Wilson and Mamie S. Darnell, provided they are single. In case one is unmarried the division to each of them should be made according to her needs for her upkeep, maintenance and enjoyment as long as she lives. In the event of either dying before the other, then it is my will that the whole amount of said income be paid to the survivor (provided she needs it) as long as she shall live.

“Ninth: In the event the said income does not meet the needs of my said sister, Stella (Booth) Krug, as set forth in Paragraph Seven (7) above, then the executors of this Will are hereby authorized and directed to use any or all of my estate to meet the needs of my said sister, Stella (Booth) Krug.

“Tenth: When the provisions of paragraph Nine (9) above shall have lapsed through the death of my sister, Stella (Booth) Krug, then in the event that the said income does not meet the needs of my said half-sisters, Ruth A. Wilson and Mamie S. Darnell, as prescribed in paragraph Eight (8) above, the executors of this Will are hereby authorized and directed to use any or all of my estate to meet the needs of my said half-sisters, Ruth A. Wilson and Mamie S. Darnell.

“Eleventh: When the bequests mentioned in the above paragraphs Seven (7), Eight (8), Nine (9), and Ten (10) shall have terminated through the death of my said sister, Stella (Booth) Krug, and my said half-sisters, Ruth A. Wilson and Mamie S. Darnell, it is my will that the residue of my estate be given to the Board of Education of the Public Schools of the Village of Enfield, White County, Illinois, known as District Number Thirteen (13) for the erection and equipment of a building in said Village of Enfield, for the use of said public schools; provided, however, that said Board of Education shall contribute an equal amount toward such building and equipment. The said Board of Education must meet the above conditions in a reasonable length of time.

“Twelfth: When all the terms of the above paragraphs have been met, the residue of my estate shall be used for the improvement and upkeep of the Public Schools of the Village of Enfield, White County, Illinois, known as District Number Thirteen (13).

“Thirteenth: I hereby nominate and appoint D. L. Boyd, Carmi, Illinois, and T. H. Daly, Mt. Carmel, Illinois, my trustees and executors to carry out and execute the provisions of this will.”

Appellants contend that the trust is invalid, because the trustees may, in their discretion, divert the principal of the fund from the charitable to the private trust, and that the possibility of there being nothing left for charitable purposes after the termination of the life estates renders the trust void. They rely on Wilce v. VanAnden, 248 Ill. 358, Coulson v. Alpaugh, 163 id. 298, Mills v. Newberry, 112 id. 123, and Spaulding v. Lackey, 340 id. 572. But in Burke v. Burke, 259 Ill. 262, 267, we explained the decisions in Wilce v. VanAnden, supra, and Mills v. Newberry, supra. In the Burke case the testator devised his lands to his wife for life, with full power to sell and convey, “in order to supply herself with the comforts and necessities of life,” at any time she deemed necessary. After her death the property was to go to St. Mary’s Catholic Parish “for the erection or support of a school to be erected and maintained by such Parish.” It was there urged, as it is here, that by reason of the power in the life tenant to sell the real estate or some part of it, an uncertainty existed as to the subject matter of the trust, and that it was, therefore, void. We limited the holdings in the Mills and VanAnden cases to the proposition that the subject matter of a trust must be certain, and we pointed out the uncertainty of the subject matter in both those trusts. In the Mills case the testatrix left all her property to her mother, “upon the express condition, however, that she devise, by will to be executed before receiving this bequest, so much thereof as shall remain undisposed of or unspent at the time of her decease, to such charitable institution for women, in said city of Chicago, as she may select.” The mother refused to do this, and, therefore, took nothing by her daughter’s will. It was claimed that a trust in favor of charity attached to the property in the mother’s hands, as heir of her daughter. We held that the mother’s absolute power of disposing of the property unconditionally rendered the subject matter of the trust uncertain, and the trust could not be enforced. In the Wilce case the trustees were instructed to pay certain annuities to legatees and to use the corpus therefor, if necessary. After the death of the annuitants, the trustees were directed to pay the balance, in their uncontrolled discretion, either to named relatives of the testator or to charity. We held the charitable trust void on two grounds: First, because the entire amount might be used for annuities and nothing left for charities, and, second, because the trustees had an absolute discretion, with no rule to guide them, to deprive the charity of the fund. In Burke v. Burke, supra, we limited the VanAnden case to the second reason stated above, and said that the trust was void because of the trustees’ uncontrolled discretion to devote the entire fund to a private use.

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14 N.E.2d 645, 368 Ill. 487, Counsel Stack Legal Research, https://law.counselstack.com/opinion/booth-v-krug-ill-1938.