First Nat. Bank of Chicago v. Elliott

92 N.E.2d 66, 406 Ill. 44, 1950 Ill. LEXIS 342
CourtIllinois Supreme Court
DecidedMarch 22, 1950
Docket31294
StatusPublished
Cited by21 cases

This text of 92 N.E.2d 66 (First Nat. Bank of Chicago v. Elliott) 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
First Nat. Bank of Chicago v. Elliott, 92 N.E.2d 66, 406 Ill. 44, 1950 Ill. LEXIS 342 (Ill. 1950).

Opinion

Mr. Justice Wilson

delivered the opinion of the court:

A decree of the circuit court of Kankakee County construed the last will and testament of Alfred Fortin, deceased, to the extent that it created a charitable trust. From this decree, the collateral heirs-at-law prosecute a direct appeal, a freehold being necessarily involved.

Alfred Fortin, a widower, a resident of Kankakee County, died testate on January 26, 1937. His heirs-at-law are collateral kindred. Fortin’s will was admitted to probate in the county court of Kankakee County. The will consists of three numbered sections. Of these, the first section directs payment of his debts, funeral expenses, costs of administration and succession and inheritance taxes. The second section consists of one paragraph, captioned, “Second,” followed by thirteen lettered paragraphs (a) through (m). The numbered paragraph declares the “will and desire” of the testator that all of his net estate be ultimately dedicated to the founding, support and maintenance of an Orphans Home, as provided in the will, to be located in Kankakee County, where he was born and built the foundation of his estate. To the end that his will and desire be effectuated, Fortin gave, devised and. bequeathed his entire estate to the First Union Trust and Savings Bank of Chicago in trust for the purpose previously expressed, subject to the provisions described in paragraphs (a) to (m), inclusive. The will directs the trustee to hold the entire estate as an accumulating trust for a period not to exceed twenty years from and after the d'ate of the testator’s death, so that it may grow and increase for the uses and purposes of the “charitable gift” provided for. Paragraphs (b) (c). (d) (e) and (f) contain directions relative to the management of the trust estate. Paragraph (g) provides that the Orphans Home, when established, shall be erected upon six lots owned by the testator in the village of Bradley, in Kankakee County, which Fortin had purchased for the site of the Orphans Home, or on some extension or annexation thereof. . The building, it is stated, shall be in accordance with plans being prepared at the time the will was executed and shall contain at a prominent part in the front an inscription in stone, “Alfred Fortin Memorial Orphans Homé.” Paragraph (h) makes provision for the operation of the Orphans Home by and under the control of a corporation to be hereafter established under the laws of this State by citizens of the United States who are members of the Roman Catholic Order of Sisterhood, known as the Gray Nuns, having its Mother House in Montreal, Canada. The next paragraph, (i), provides that, at any time after ten years from the date of Fortin’s death, and before the end of the twentieth year, if the Gray Nuns shall first notify the trustee of their intention to undertake the “charitable work” described, and if they shall thereafter organize the corporation and domicile a sufficient number of the members of their Order in Kankakee County and notify the trustee of their readiness to begin the erection of a suitable building for the Orphans Home on the site selected, in accordance with a plan and specifications which the testator had caused to be prepared and “in which I desire the same to be followed strictly,” then the trustee shall advance such funds to the corporation as shall be necessary for the erection of the building, provided, however, that its cost shall not exceed $125,000. Paragraph (i) concludes by providing that if the Gray Nuns accept the provisions of the will and if the corporation is organized and receives the trust property, the corporation shall pay over to St. Joseph’s Catholic Parish of Bradley, Illinois, $5000 twenty years after the testator’s death.

Paragraph (j) of the second section provides that all the remainder , of the property in the hands of the trustee, after paying for the building, shall continue under the management and control of the trustee for the full period of twenty years from the date of the testator’s death, the income to be paid to the corporation organized for the purpose of carrying on the “charitable trust.” Paragraph (k) provides that, at the end of the twenty-year period, the trustee shall convey and transfer to the corporation all of the trust property and its accumulations, provided that the Gray Nuns and/or the Sisters of Charity, “les Soeurs de la Charite,” shall have complied with all the requirements and conditions named in the will and provided that the Orphans Home is then a going and operating concern for “charitable purposes” in perpetuity.

Paragraph (1) of the second section states that it is the testator’s intention, and he so directs, that the Orphans Home, when established, shall be used for the care, boarding, lodging, maintenance and education of very young indigent orphan children, especially foundlings whose relatives are unable to properly care, board, lodge, maintain and educate them, and that he recommends to the Gray Nuns that they pursue a policy of finding good homes for the orphans with people who will take a parental care and interest in them, and that the children be legally adopted, if possible. The last paragraph (m) of the second section of the will provides that, in the event the Gray Nuns do not elect to execute and administer the “charitable trust” provided for in the will, or in the event that they do not qualify under its provisions, the testator has selected another religious Order of Catholic Sisterhood known as The Sisters of Charity, “les Soeurs de la Charite,” which has several orphanages both in the Dominion of Canada and the United States, giving this Sisterhood all the right, power and authority to carry out the “charitable trust,” and further carry out the provisions of the will instead of the Gray Nuns.

The short section denominated “Third” ■ reads, “If the language used by me herein shall be ambiguous or susceptible of two or more constructions, it is my direction that said language be always construed in favor of and to give effect to the charitable trust by me herein created.” Provision was made for the appointment of Eugene J. Lamarre, as executor, successor executors, a corporate trustee and a successor trustee, with the request that the executor be engaged as attorney by the trustee.

Immediately following the attestation clause appears an unwitnessed statement also • revealing the intention of the testator. Fortin declared that, in creating the “charitable trust herein,” for the benefit of orphans or foundlings, he desired to state that, for many years, he had studied the situation of institutions carrying on this charitable work, not only in this country but, also, in Canada, and that he had inspected scores of institutions and found that, in most cases, they were situated in a congested part, or parts, of large cities and were generally crowded to their highest capacity. He stated that it was his utmost desire in creating the “charitable trust herein” to elaborate upon this finding of fact by him, namely, that such institutions should be built more in the open, away from larger cities, so that the inhabitants of the rural communities would have possibly a greater opportunity to take these children by consent of such institutions for rearing as their own,' and that, in placing such unfortunates, it is to a greater advantage to them, morally and physically, that such orphans or foundlings be placed in homes in rural territories.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In Re Elizabeth J.K.L. Lucas Charitable Gift
261 P.3d 800 (Hawaii Intermediate Court of Appeals, 2011)
Eychaner v. Gross
779 N.E.2d 1115 (Illinois Supreme Court, 2002)
Hardy v. Davis
148 N.E.2d 805 (Appellate Court of Illinois, 1991)
Village of Mount Prospect v. People Ex Rel. Hartigan
522 N.E.2d 122 (Appellate Court of Illinois, 1988)
BD. OF TRUSTEES OF UNIV. OF NC v. Heirs of Prince
319 S.E.2d 239 (Supreme Court of North Carolina, 1984)
Shelton v. First National Bank
359 N.E.2d 109 (Illinois Supreme Court, 1976)
In Re Estate of Tomlinson
359 N.E.2d 109 (Illinois Supreme Court, 1976)
Graham Hospital Ass'n v. Talley
329 N.E.2d 918 (Appellate Court of Illinois, 1975)
Kelly v. Guild
191 N.E.2d 377 (Appellate Court of Illinois, 1963)
Hinckley v. Caldwell
182 N.E.2d 230 (Appellate Court of Illinois, 1962)
Miller v. Mercantile-Safe Deposit & Trust Co.
168 A.2d 184 (Court of Appeals of Maryland, 1961)
McDonough County Orphanage v. Burnhart
125 N.E.2d 625 (Illinois Supreme Court, 1955)
Estate of Faulkner
275 P.2d 818 (California Court of Appeal, 1954)
Attorney General v. Wells Fargo Bank & Union Trust Co.
275 P.2d 818 (California Court of Appeal, 1954)
First National Bank v. King Edward's Hospital Fund
117 N.E.2d 656 (Appellate Court of Illinois, 1954)
Community Unit School District No. 4 v. Booth
116 N.E.2d 161 (Illinois Supreme Court, 1953)
Fenske v. Coddington
57 So. 2d 452 (Supreme Court of Florida, 1952)
Rubel v. Friend
101 N.E.2d 445 (Appellate Court of Illinois, 1951)

Cite This Page — Counsel Stack

Bluebook (online)
92 N.E.2d 66, 406 Ill. 44, 1950 Ill. LEXIS 342, Counsel Stack Legal Research, https://law.counselstack.com/opinion/first-nat-bank-of-chicago-v-elliott-ill-1950.