Chapman v. Cheney

61 N.E. 363, 191 Ill. 574
CourtIllinois Supreme Court
DecidedOctober 24, 1901
StatusPublished
Cited by11 cases

This text of 61 N.E. 363 (Chapman v. Cheney) 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
Chapman v. Cheney, 61 N.E. 363, 191 Ill. 574 (Ill. 1901).

Opinion

Mr. Justice Carter

delivered the opinion of the court:

Upon the bill of the appellee, the son and only heir-at-law of the testator, it was adjudged that the seventh paragraph of the will violates the rule against perpetuities and is therefore void, and that the fourth, fifth, sixth, eighth, ninth, tenth, twelfth and fifteenth paragraphs are dependent on the seventh for their effect and validity, and, with said seventh, constitute one entire scheme of the testator, and that said seventh paragraph being void the others mentioned are also void. The question was not raised below, nor has it been in this court, whether equity has jurisdiction to entertain a bill brought by the heir-at-law simply to construe a will and determine therefrom whether or not he, as such heir, is vested with the legal title to the property attempted to be devised. We shall not, therefore, consider whether the bequests of personal property as made by the will, and the trust as created, would, or not, render inapplicable the rule that where only legal titles are involved and no other relief is asked, equity will not assume jurisdiction to declare such legal titles. (See Strubher v. Belsey, 79 Ill. 307; Whitman v. Fisher, 74 id. 147; Harrison v. Owsley, 172 id. 629; Bowers v. Smith, 10 Paige, 133; 1 Pomeroy’s Eq. Jur. 352.) If it should appear to the casual reader that this rule has not always been applied by this court, a closer examination may show that the question was not mooted by the parties and that the case was not so foreign to equity jurisdiction as to obviate the necessity of raising the question in the proper manner. No such question having" been raised in the case at bar, it will be assumed that it is one for cognizance in equity.

The first and principal question is whether or not said seventh paragraph of the will is void for remoteness. But before considering that question it is important to have in mind the substance of the preceding paragraphs, and the general objects and purposes intended to be accomplished by the testator as disclosed by his will.

It was in the first place stated in the will the testator was desirous of disposing of all his property, real and personal, and the first paragraph directs that payment of his funeral expenses and all his just debts be made.

The second paragraph gives and devises to the testator’s wife, Annette H. Cheney, the home in Jerseyville during her life, and, in addition, $25,000 absolutely, with the option of an annuity of $2000 in lieu of said $25,000, said devises and bequests to be in lieu of dower and of all her interest in the personal estate; and if she should elect to take under the will she was also given certain personal property, consisting of household and kitchen furniture, horses, carriages, cows, grain, etc.

The third paragraph gives and bequeaths to the son, the appellee, $100, and all portraits, pictures, books, furniture, clothing, etc., and heirlooms of his mother and. grandparents at the testator’s home; also the testator’s guns, emblems, etc.

Paragraph 4 gives and devises all the residue and remainder of the testator’s property, of every kind, to his trustee, the executor named in a subsequent paragraph, (being appellant,) to hold in trust for certain enumerated purposes, viz.: to lease and collect the rent of real estate and to manage and preserve it; to loan funds that may accumulate, after payment of debts and legacies, and out of the proceeds arising from real and personal property, after paying taxes and expenses of maintenance, the trustee is authorized, in his discretion, having in view the fulfillment of the testator’s desires as made known by the will, to give to said son, if the trustee shall deem it advisable, $100 each month, upon the condition that said son apply in person for the same; and it is provided that this allowance shall not be assignable or in any manner transferable, nor be paid upon any order to any other person or in any other manner except to said son on his personal application, it being testator’s intention that said payments should be for partial support of his said son. In case the son shall marry, said allowance may be increased to $200 per month, one-half of which, in the discretion of the trustee, to be paid to the wife, should she apply for it. In the event of sickness or accident such payments may be increased to an amount to meet the exigencies, without extravagance; and in the event of emergencies arising from intemperate conduct, evil associates or the violation of any law, no help whatever is to be furnished by said trustee and exécutor.

The fifth paragraph provides that should the testator’s said son abstain from the use of intoxicating liquor or narcotic drugs, of whatever name or form, whether liquid or otherwise, and conduct himself as a worthy citizen, and be free of debts or judgments contracted within the year, (except for sickness,) for one year after the testutor’s death, the trustee is authorized, if deemed by him prudent and advisable, to-pay said son $1000; or if the conduct of said son has not been such as to convince the trustee that it will then be prudent and advisable to grant such payment, it shall be postponed until such time as and when such trustee shall be so convinced by his own knowledge and personal observation, and that such specified conduct and conditions have continuously existed for one full year. After two years of such continuous good conduct $1500 may be paid as above provided, and after three years $2000, and after four years $2500, and after five years $3000,—such installments not to be assignable, and the son to have no vested interest therein until payment shall have been made to him personally. The paragraph then provides that in the event the testator’s son shall fulfill the conditions above set forth for five successive years, he is to have possession and full management of one-half of the testator’s lands in Christian county, to be designated and set apart by the trustee, and thereafter to have all the rents and profits of such half after paying taxes and expenses, and the monthly payments above provided for shall be no longer payable. It is then provided that if said son shall continue the course of conduct and conditions above specified, and shall after two years and within five years thereafter save and accumulate from the use of said land, or by his own exertions in lawful business or by his savings from the aforesaid payments, $7000 in money or in real estate in his own name, unencumbered, and be free from debts, the trustee shall then give to said son the possession and management of the remaining half of the testator’s lands in Christian county. Said paragraph also gives the trustee power to sell and convey any and all of the testator’s real estate except the lands in Christian county, and except also (unless the widow consents) the home place in Jerseyville during her life,—such power t© be exercised in his discretion, within certain limits prescribed by the will.

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Bluebook (online)
61 N.E. 363, 191 Ill. 574, Counsel Stack Legal Research, https://law.counselstack.com/opinion/chapman-v-cheney-ill-1901.