Burke v. Burke

102 N.E. 293, 259 Ill. 262
CourtIllinois Supreme Court
DecidedJune 18, 1913
StatusPublished
Cited by41 cases

This text of 102 N.E. 293 (Burke v. Burke) 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
Burke v. Burke, 102 N.E. 293, 259 Ill. 262 (Ill. 1913).

Opinion

Mr. Justice Dunn

delivered the opinion of the court:

John E.- Burke died on December 24, 1910, leaving a widow, Margaret Burke, his mother, Mary Burke, and two brothers and four sisters, his heirs. He owned personal property valued at $450, two lots in the city of Sterling, on which was a dwelling house which he occupied with his wife as a residence, and a farm of 160 acres; having a rental value of $7 an acre, all of said real estate being worth $30,000. He and his wife were members of the Roman Catholic church, and she was, and still is, a member of Saint Mary’s Catholic parish of Sterling, Illinois. He left a will, which was admitted to probate, in which his wife was named as executrix, without bond. Letters testamentary were issued to her, the estate was fully administered and the executrix discharged. The will, after providing for the payment of the testator’s debts and funeral expenses and the expenses of administration, gave two legacies to be used in saying masses for the souls of the dead. It then gave all the residue of the personal property to the widow. The fifth and sixth clauses of the will are as follows:

“Fifth—I give, devise and bequeath to my said wife all the rents and income from all the real estate of which I die possessed, so long as she may live, she to have the right to occupy or lease said real estate as she may prefer, and to keep the same in good repair and condition and pay all taxes and assessments levied or assessed thereon; and in case at any time she shall deem it necessary to sell said real estate, or any part thereof, in order to supply herself with the comforts and necessities of life, I hereby empower her with full right, power and authority to make such sale and to convey said property so sold as her own.
“Sixth—Upon the death of my said wife it is my desire that my real estate at the time remaining be sold and of the proceeds the sum of five hundred dollars ($500) be given to Saint Mary’s Catholic parish of Sterling, Whiteside county, Illinois, said sum to be placed on interest and the income therefrom to be used for the perpetual care and keeping of my burial lot in Calvary cemetery of said Saint Mary’s parish, the balance thereof to be given said Saint Mary’s parish of Sterling, Illinois, for the erection or support of a school to be erected and maintained by said parish in said city of Sterling; said bequest for said school being made upon condition that five masses be said annually from and after the death of my said wife, for the peaceful repose of the souls of my said wife, Margaret Burke, my son, Thomas Francis Burke, and myself.”

The mother and other heirs-at-law of the testator filed a bill against the widow, Saint Mary’s Catholic parish, the pastor and certain members of the parish, and the Catholic Bishop of Rockford, praying the 'court to declare that the sixth clause of the will was null and void and to decree the property mentioned in it to the heirs. An answer was filed, the cause was heard upon a stipulation as to the facts, and the court rendered a decree that the sixth paragraph of the will is null and void and that all of the real estate is intestate property, subject to the interest and power given to Margaret Burke by the fifth paragraph of the will. An appeal has been taken from this decree.

The intention of the testator is plain, and it ought to be carried ou.t unless to do so would violate some fixed rule of law. The circuit court found that by reason of the power to sell the real.estate, given to the life tenant by the fifth paragraph of the will, the subject matter of the trusts attempted to be created in the sixth paragraph is uncertain and the sixth paragraph is therefore void. It is argued that because the widow, in the exercise of the power of sale, may dispose of the real estate or some part of it, an uncertainty exists as to the subject matter of the trust, and the cases of Mills v. Newberry, 112 Ill. 123, and Wilce v. VanAnden, 248 id. 358, are relied upon as supporting this position. This is a misapprehension of what was decided in those cases. They recognize and apply the established rule that the subject matter of a valid trust must be certain. But the rule is not violated in the will now under consideration. In Mills v. Newberry, supra, the testatrix devised and bequeathed to her mother all the property of the testatrix, “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 declined to execute a will in accordance with the devise and therefore could .take nothing under her daughter’s will. She was, however, her daughter’s only heir and there was no residuary clause in the will. It was claimed that a trust in favor of charity attached to the property in the mother’s hands, and it was held that the language was sufficient to create a trust with respect to such property as may be the subject of a trust. The insuperable difficulty which the court found to the creation of the trust was the uncertainty as to the subject matter. The mother having the property absolutely, with full power of expending and disposing of it unconditionally, there was nothing to which a trust could attach. The question whether there should be any property or not for the trust to operate on was in the absolute.discretion of the mother and there was nothing which equity could enforce. The case of Wilce v. VanAuden, supra, cites Mills v. Newberry, supra, to sustain the proposition that the trust in that case was void because it was uncertain that there would be any part of the trust fund remaining at the death of the annuitants in the hands of the trustees, as at that time it might be entirely exhausted in the payment of annuities. The later case adds nothing to the earlier but relies entirely upon it for this proposition. It may well be doubted whether the decision in Mills v. Newberry went so far as it was carried in Wilce v. VanAnden or whether the trust in the latter case would have been held void because the payment of the annuities might exhaust the fund, b(ut it was clearly void for the second reason stated in the opinion,—that is, because of the discretion given to the trustees to give to the brothers and sisters of the testator such portion of the trust fund as they might think best and devote the rest to charity. The proposition upon which Mills v. Newberry was decided, (and the same applies to Wilce v. VanAnden,) was, not that the possible exhaustion of the fund by its application to prior demands upon it before its application to the purposes of the trust renders the subject matter of the trust uncertain, but that there is no fund which can be the subject matter of a trust where its application to the purposes of the trust depends upon the absolute and unconditional discretion of the person in control of the fund. In such case there is nothing which a court of equity can lay hold of,—nothing binding on the conscience. The chancellor cannot direct what disposition one shall make of property which is given to him to dispose of as he chooses. This was the character of both the cases cited and of the authorities on which the opinions in those cases rely.

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Bluebook (online)
102 N.E. 293, 259 Ill. 262, Counsel Stack Legal Research, https://law.counselstack.com/opinion/burke-v-burke-ill-1913.