Eldred v. Meek

55 N.E. 536, 183 Ill. 26
CourtIllinois Supreme Court
DecidedOctober 25, 1899
StatusPublished
Cited by22 cases

This text of 55 N.E. 536 (Eldred v. Meek) 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
Eldred v. Meek, 55 N.E. 536, 183 Ill. 26 (Ill. 1899).

Opinions

Mr. Justice Phillips

delivered the opinion of the court:

We shall consider the fourth and seventh assignments of error above first. Appellants contend that the circuit court had no power to grant the relief asked in the bill even if the contentions in the bill were well founded, and insist that the 'controversy involves only legal titles, and hence only legal remedies can be invoked; that by the will the trustee is clothed with only naked power to execute deeds under certain contingencies, and that if he failed to execute them the law would unite the use and the trust, and that as the bill seeks no other relief than that the will be construed the bill should have been dismissed. The recent cases of Harrison v. Owsley, 172 Ill. 629, and Minkler v. Simons, id. 323, are cited as conclusive of this contention. We do not concur in this view. Appellants seem to overlook the thirteenth clause of the will, which directs that the executor (trustee) shall keep the lands rented and the personal property lent at the highest legal rate of interest and well secured upon farm mortgages; that he shall pay legal taxes and. assessments, repair buildings, etc., and re-build when for the best interest of the estate, and keep the building’s insured, and that he apply the balance of the proceeds equally in the “necessary care, maintenance and education of those entitled to the actual benefit of the respective trusts under the terms and provisions of the will.” The duties imposed upon the trustee are more than passive. They are active duties, vesting and holding the title in him pending the period mentioned, and constitute him more than a mere naked trustee, and hence would authorize a court of chancery to direct and control the mode and manner of execution. Steib v. Whitehead, 111 Ill. 247; Minkler v. Simons, supra; Knox v. Jones, 47 N. Y. 389.

On an examination of the will above, the first question for consideration is, what is the nature of the estate given to the grandchildren? Appellants contend that under the provisions of the will they take a vested interest, with the enjoyment, only, postponed.

The tendency of courts is to consider limitations as vested. Gray on Perpetuities, sec. 673, p. 402.) “The event upon which a conting’ent remainder is limited may happen and the contingent become a vested remainder, but not to be enjoyed in possession until some fixed time or until the dropping out of an existing estate for life. There is a difference between ‘vesting’ and ‘the enjoyment of possession,’ and it is sufficient if the contingent becomes a vested remainder within the time limited by the rule against perpetuities, although the enjoyment may be postponed beyond such time.” Madison v. Larmon, 170 Ill. 65.

In Knight v. Pottgieser, 176 Ill. 368, we held that an immediate rig’ht of present enjoyment is not essential 4o a vested remainder; that it is sufficient if there is a present vested rig'ht to future enjoyment; that the vesting of a gift in remainder will not be postponed, but will vest at once, the right of enjoyment, only, being deferred; that the principle which applies to and controls the vesting of bequests of personal property is, in general, equally applicable to devises of real estate.

“If a remainder is vested,- — that is, if it is ready to take effect whenever and however the particular estate determines, — it is immaterial that the particular estate is determinable b}r a contingency which may fall beyond a life or lives in being. For instance, if an estate is given to the unborn child of A until he dies or changes his name, and to B and his heirs, B has a vested remainder, for he will take the estate whether the child dies or changes his name, although the contingent determination of the estate before the child’s death depends upon an event which may not take place'until beyond the limits prescribed by the rule against perpetuities. And it makes no difference whether the provision for termination be expressed in the form of a condition or a limitation. So a remainder to a person ascertained and his heirs after a term of years, however long the term or whatever be the conditions to which the term is subject, is not too remote.” Gray on Perpetuities, sec. 209.

“It is a general rule in regard to vesting of personal legacies, that if there is no independent bequest, but only a direction to pay at a future time or upon the happening of a certain event, the vesting will be postponed until the event has occurred or the time arrived. But the general rule is subject to an exception so well established and universally recognized as to practically constitute another general rule, which is: though a gift arises wholly out of directions to pay or distribute in futuro, yet if such payment or distribution is not deferred for reasons personal to the legatee, but merely because the testator desired to appropriate the subject matter of the legacy to the use and benefit of another for and during the life of such other, the vesting of the gift in remainder will not be postponed, but will vest at once, the right of enjoyment, only, being deferred. (Scofield v. Olcott, 120 Ill. 362; Carper v. Crowl, 149 id. 465.) The principles which apply to and control vesting of bequests of personal property are in general equally applicable to devises of real estate.” Knight v. Pottgieser, 176 Ill. 368.

A gift to a person if or when he shall attain a certain age will not vest until that age is attained. Scofield v. Olcott, 120 Ill. 362; 2 Jarman on Wills, (R & T.’s ed.) 458; Theobald on Wills, 412; In re Bennett’s Trusts, 3 K. & J. 280; Johnson’s Estate, 185 Pa. St. 179.

“There is a distinction between a gift of a legacy to a person to be paid to him at a future time, and a direction to pay or transfer the legacy to him at a future time. In the former case the legacy is considered as vesting in him immediately, but where the gift is merely by a direction to pay to him at a future time the legacy does not vest forthwith. Until the time arrives he has no vested interest in the bequest.” (Scofield v. Olcott, supra; Jones v. MacMilwain, 1 Russ. 223; Kingman v. Harmon, 131 Ill. 171; Illinois Land and Loan Co. v. Bonner, 75 id. 315.) Thus, a direction to trustees to pay (transfer, deed, etc.,) to certain devisees “when they should, arrive at twenty-five years of age,” or “upon their becoming twenty-five years of age,” has been held to convey a contingent interest, only. (Leake v. Robinson, 2 Mer. 363.) In Coggin’s Appeal, 124 Pa. 36, the court says: “In a doubtful case it would be persuasive, but where the nature of the interest is clear it is entitled to but little weight. There is abundant authority that where the attainment of a certain age forms part of the original description of the devisee, the vesting is suspended until the attainment of that age, even thoug’h the limitation over is only to take effect in case of his death under that age without issue.”

Had the testatrix closed her will at the end of the seventh clause it might be held that a reasonable interpretation would be that the grandchildren take a vested interest; but the intention of a testator is to be arrived at, not by considering portions of the will, but by an examination of the entire will or the system of béquest, giving due consideration to each and every part thereof. Courts must construe a will according to its own terms. They cannot make a new will or build up a scheme for the purpose of carrying out what might be thought was or would be in accordance with the wishes of the testator. (Tilden v. Green, 130 N. Y. 29; Lawrence v.

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Bluebook (online)
55 N.E. 536, 183 Ill. 26, Counsel Stack Legal Research, https://law.counselstack.com/opinion/eldred-v-meek-ill-1899.