Hoeffer v. Clogan

40 L.R.A. 730, 171 Ill. 462
CourtIllinois Supreme Court
DecidedFebruary 14, 1898
StatusPublished
Cited by35 cases

This text of 40 L.R.A. 730 (Hoeffer v. Clogan) 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
Hoeffer v. Clogan, 40 L.R.A. 730, 171 Ill. 462 (Ill. 1898).

Opinion

Mr. Justice Cartwright

deliveredthe opinion of the court:

Andrew Clogan, of Chicago, died June 6, 1892, leaving a last will and testament, which was admitted to probate and letters testamentary were issued to the executor, James Clogan. The fourth and fifth clauses of the will are as follows:

“Fourth—I give and devise unto the Holy Family Church, (on West Twelfth street,) its successors and assigns, lot 56 in Sharp & Smith’s subdivision of block 42, in the canal trustees’ subdivision of the west one-half (W. -]-) of the west one-half (W. -\) of the north-east quarter (N. E. ¿) of section seventeen (17), town thirty-nine (39) north, range fourteen (14), east of the third principal meridian, in Chicago, Cook county, Illinois, together with the building and improvements thereon, in trust for the following purposes: to sell the same and expend the proceeds of said sale in saying masses for the repose of my soul and the souls of my deceased wife, Margaret Clogan, my mother-in-law, Ellen Hurley, and my brother-in-law, James Hurley.
“Fifth—I give and bequeath unto the Holy Family Church (on West Twelfth street) the sum of $1000 in trust, to be expended in saying masses for the repose of my soul and the soul of my deceased father, Patrick Clogan, mother, Julia Clogan, and sister, Margaret Clogan.”

By the will the testator also directed the expenditure of $250 in erecting a monument on his lot in Calvary Cemetery, bequeathed $500 to his sister Mary Daly, and devised certain real estate to his brother, Patrick Clogan, and his nephew, the executor, James Clogan, and by the seventh clause said James Clogan was made residuary devisee.

On March 17,1896, said Patrick Clogan purchased from said James Clogan all his interest as residuary devisee in the property mentioned in the fourth clause of the will, and afterward filed the bill in this case alleging the above facts, and averring that there was no society or corporation in Chicago, on West Twelfth street, known as the Holy Family Church, but that there was an unincorporated religious society known as the Holy Family Parish which had a church on West Twelfth street, and that the title to said church was in the appellants, clergymen, who are, respectively, rector, assistant rector and treasurer of said Holy ¡Family Parish, and their successors, as such, in trust for the purposes of the Society of Jesus, including the maintenance of the church, for the benefit of the Holy Family Parish. The Holy Family Church, James Clogan, in his own right and as executor, Mary Daly and appellants, were made defendants. The prayer of the bill was, that the will should be construed and the validity of the devise and bequest to be expended in saying masses for the repose of souls should be determined. James Clogan and Mary Daly answered, admitting the allegations of the bill. The amended answer of appellants admitted the facts alleged in the bill, and averred that the church referred to therein was commonly known as the Holy Family Church, and was the only one in Chicago of that name; that the mass was a solemn act of worship according to the belief and practice of the Roman Catholic Church; that mass was celebrated several times each day at the said Holy Family Church, and that whenever mass was so celebrated the doors of the church were open, and such of the public as might desire to worship at such celebration of mass were admitted to do so. The cause was heard on the bill and answers so filed, and the court decreed the fourth and fifth clauses of the will null and void; that the title to the lot therein described was vested in Patrick Clogan, as grantee of the residuary devisee, and that the §1000 mentioned in the fifth clause should be paid to the residuary legatee, James Clogan, in due course of administration. An appeal to this court was prayed by appellants and allowed by the court.

Appellee Patrick Clogan has moved to dismiss the appeal for want of jurisdiction, and because appellants have no interest in the cause. The purpose of the bill was to settle the question whether the fee simple title to the lot described in the fourth clause of the will passed under that clause, or whether the attempted devise was void and the title passed to the residuary devisee under the seventh clause. The decree of the circuit court held the devise of the freehold by the fourth clause void, and established title in Patrick Clogan. A freehold is involved in the appeal from that decree. Appellants are the officers of the Holy Family Parish, and trustees representing the religious society to which the devise was made. They were made defendants to the bill as representing such society, and their official relation to the parish and church makes them proper parties to represent it in the question of the true construction of the will and the validity of the devise and bequest. The motion to dismiss the appeal is denied.

The devise and bequest were made to the Holy Family Church in trust for a specific purpose, which was, that the church expend the proceeds of the sale of the real estate and the amount of the bequest in masses for the repose of the souls of the persons named. They were not intended as gifts to the church for its general uses, and any other application than that specified in the will would contravene the purpose of the testator. This being so, it is claimed that the trust is void, because it is a private trust with the souls of particular deceased persons as beneficiaries, none of whom can come into court and call the trustees to account or enforce its execution, and also for want of a trustee capable of taking legal title to the property. On the other hand, it is claimed that the devise and legacy are for a charitable use within the meaning and spirit of the doctrine on that subject, and if this position is correct, the rules of law which would invalidate'them as an express private trust will not affect their validity.

The doctrine of charitable uses has been repeatedly held to be a part of the law of this State. The equitable jurisdiction over such trusts was not derived from the statute of charitable uses, (43 Eliz. chap. 4,) but prior to and independently of that statute charities were sustained, irrespective of indefiniteness of the beneficiaries or the lack of trustees or the fact that the trustees appointed were not competent to take. (Heuser v. Harris, 42 Ill. 425; Vidal v. Girard, 2 How. 127.) The statute, however, became a part of the common law of this State. Heuser v. Harris, supra; Hunt v. Fowler, 121 Ill. 269; Andrews v. Andrews, 110 id. 223.

The statute of charitable uses of Elizabeth has, since its passage, been considered as showing the'general spirit and intent of the term “charitable,” and the objects which come within such general spirit and intendment are to be so regarded. The definition given by Mr. Justice Gray in the case of Jackson v. Phillips, 14 Allen, 56, was adopted and approved by this court in the case of Crerar v. Williams, 145 Ill. 625. It is as follows: “A charity, in a legal sense, may be more fully defined as a gift, to be applied, consistently with existing laws, for the benefit of an indefinite number of persons, either by bringing their hearts under the influence of education or religion, by relieving their bodies from disease, suffering or constraint, by assisting them to establish themselves for life, or by erecting or maintaining public buildings or works, or otherwise lessening the burthens of government.

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Bluebook (online)
40 L.R.A. 730, 171 Ill. 462, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hoeffer-v-clogan-ill-1898.