Ingraham v. Ingraham

169 Ill. 432
CourtIllinois Supreme Court
DecidedNovember 8, 1897
StatusPublished
Cited by81 cases

This text of 169 Ill. 432 (Ingraham v. Ingraham) 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
Ingraham v. Ingraham, 169 Ill. 432 (Ill. 1897).

Opinions

Mr. Justice Magruder

delivered the opinion of the court:

First—It is claimed by appellant, that so much of the fourteenth paragraph of the will as provides for a hospital is void as violating the rule against perpetuities. The violation is alleged, to be found in the direction to accumulate. It is said that no fund or estate was intended to be given until such time as the fund should accumulate and be equal to §100,000, and that, as such accumulation to the amount specified might not happen within the time limited by the rule against perpetuities, that is to say, within a life or lives in being and twenty-one years and nine months thereafter, the bequest to the hospital is null and void. In order to determine the question whether or not the gift for the purposes of a hospital is void for remoteness, it will be necessary to consider the nature and character of the gift itself. Is the estate given a present and immediate estate, or does it depend for its existence upon the occurrence of some future event, which may not happen within a life or lives in being and twenty-one years, or twenty-one years and nine months, thereafter?

The hospital, contemplated by the terms of the fourteenth paragraph of the will, is to be a hospital “for the treatment of the sick and diseased,” and which “shall provide for the poor and the needy.” Therefore, the gift for the erection, support and maintenance of the hospital is a charitable bequest. In the courts of England and the United States legacies or devises to the uses of charity are entitled to peculiar favor and are regarded as privileged testaments. Any provision of a will, which contains a charitable bequest, is liberally construed; and such bequests are “never permitted to be lost, either by the uncertainty or failure of the persons, or objects for which they were destined.” (Heuser v. Harris, 42 Ill. 425).

As a general rule, gifts to charities are not subject to the rule against perpetuities. (Gray’s Rule Against Perp. sec. 589; 18 Am. & Eng. Ency. of Law, 363). The statute of 43 Elizabeth, chap. 4, known as the Statute of Charitable Uses, is in force in this State, and operates to exclude conveyances and devises for such uses from the operation of the rule against perpetuities. (Andrews v. Andrews, 110 Ill. 223).

It is a general rule, founded upon public policy, that a testator will not be allowed to give his estate to trustees to be accumulate^, by them for a time longer than a life or lives in being and twenty-one years and nine months. (2 Perry on Trusts, sec. 738). But this rule is more strictly enforced where the gift is to an individual and not to a charity. The' courts incline so strongly in favor of charitable gifts that the latter always receive a more liberal construction than is allowable in case of gifts to individuals. (Hunt v. Fowler, 121 Ill. 269). In the absence of any statute limiting the time of accumulation, a trust.to accumulate for charitable purposes will not ordinarily be held to be within the rule against perpetuities, (2 Perry on Trusts, sec. 738); and where there is no such statutory limitation, “a direction to accumulate a fund for a charity for a term beyond the common law limit does not vitiate the gift for the charity.” (2 Perry on Trusts, sec. 399; Odell v. Odell, 10 Allen, 1).

In Crerar v. Williams, 145 Ill. 625, the position was taken that “gifts to charity, before they become vested, are subject to the rule against perpetuities the same as are gifts to individuals;” and we there said: “The authorities cited in support of this position do not sustain it.” But, in that case, it was conceded by both sides, that, after property is once vested in the charity, the charity can thereafter hold it in perpetuity. Where a vested estate is distinctly given, and to it is annexed a trust for accumulation, which violates the rule against perpetuities, the principal or vested estate will be valid, even though the trust for accumulation, so annexed to it, may be void. The latter will be regarded as a mode for the management of the trust, but will not invalidate the principal or vested estate. Equity will substitute some other mode which will be free from the objectionable features of the one selected by the testator. The general'intention of the testator in favor of charity will be allowed to prevail, even though his particular intention as to the manner of managing the gift falls to the ground. (2 Perry on Trusts, sec. 738; Philadelphia v. Girard, 45 Pa. St. 9).

A vested interest is not subject to the rule against perpetuities. (Gray’s Rule Against Perp. sec. 205). Perpetuities are grants of property wherein the vesting of an estate is postponed; and therefore a present gift to a charity is never a perpetuity, though intended to be inalienable. (Philadelphia v. Girard, supra). It is laid down in some of the text books and in many of the authorities, that a gift to charity dependent upon the happening of some future event or contingency, which may not happen until after the time allowed by the rule against perpetuities, is void for remoteness. Mr. Gray in his work on the Rule Against Perpetuities says: “If a gift is made to a charity on a contingent event, and the happening of the event is a condition precedent to the gift, then, if the condition is too remote, or, for any other reason, illegal, the gift to the charity is void.” (Sec. 605). But he also says what was quoted by this court with approval in Grerar v. Williams, supra: “If the court can see an intention to make an unconditional gift to charity (and the court is very keen-sighted to discover this intention), then the gift will be regarded as immediate, not subject to any condition precedent, and, therefore, not within the scope of the rule against perpetuities.” (Gray’s Rule Against Perp. sec. 607.) The same doctrine has been otherwise expressed as follows: “Where, however, the evident intent of the testator or settlor is to have the gift take effect immediately, it will be construed as a present absolute interest, not subject to a condition precedent for its vesting, and consequently not subject to the rule against perpetuities.” (18 Am. & Eng. Ency. of Law, p. 366, and cases in note 1).

The immediate and unconditional devotion of a fund to charity, and not the time or manner of its application or administration, is the test of the validity of its creation. (Webster v.Wiggin, (R. I.) 31 Atl. Rep. 824; Chamberlayne v. Brockett, L. R. 8 Ch. App. 206; Russell v. Allen, 107 U. S. 163).

In the case at bar, the testator directs, in the fourteenth paragraph of his will, that the trustees shall retain the fund in their hands and manage, control and invest it, until it shall have sufficiently accumulated for the purpose, subject to the expenses of the trust and the household and personal expenses of his wife, and then shall cause the same to be used for the erection and maintenance of a hospital for the treatment of the sick and diseased to be located in the city of Chicago. In a subsequent sentence of the same paragraph, the testator states' it to be his desire that the fund thereby created shall at least equal $100,000 before any of it shall be expended for the purpose of the hospital in that clause or paragraph mentioned. Counsel for appellant say, that by these provisions the time when the accumulation of the fund reaches §100,000 is fixed as the time when the charitable estate is to vest, and that thereby a remote condition precedent is imposed upon the operation of the charitable trust.

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Bluebook (online)
169 Ill. 432, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ingraham-v-ingraham-ill-1897.