Keefer v. McCloy

176 N.E. 743, 344 Ill. 454
CourtIllinois Supreme Court
DecidedJune 18, 1931
DocketNo. 20762. Decree affirmed.
StatusPublished
Cited by4 cases

This text of 176 N.E. 743 (Keefer v. McCloy) 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
Keefer v. McCloy, 176 N.E. 743, 344 Ill. 454 (Ill. 1931).

Opinion

Mr. Justice Dunn

delivered the opinion of the court:

The question in this case regards the construction of the fourth clause of the will of Phebe A. Keefer, who died a widow on July 5, 1929. Her will was probated and admitted to record in the county court of Whiteside county on October 23, 1929. Her heirs were her son, the appellee, Samuel H. Keefer, and her daughter, Genevieve K. McCloy, the former married to Charlotte Keefer and the latter to William S. McCloy. William S. and Genevieve IC. McCloy have two children, Jean and Isabel, each of whom is over twenty-one years old. The estate of Phebe A. Keefer consisted of 270 acres of land and $7500 worth of personal property, and her debts and the legacies in her will did not exceed $3000. After providing for the payment of her funeral expenses and debts, disposing of her household goods and bequeathing legacies of $1000 each to her two grand-daughters, the testatrix by the fourth paragraph of her will devised and bequeathed all the residue of her estate to her son-in-law, McCloy, in trust to keep all the property in repair and insured and to pay taxes on it; after paying funeral expenses, debts and legacies to divide the net annual proceeds between the testatrix’s two children, naming them; in case of the death of either of her children to divide the income between the surviving child and the issue of such deceased child; in case the son should die leaving no issue of his body surviving him but leaving a wife, to pay one-half of the income to such surviving wife during her life or until she should re-marry, and after her death or re-marriage to pay the income to the testatrix’s daughter, Mrs. McCloy, if she then be living, or to her surviving children if she be deceased, “it being my will that after the decease of both of my said children and the death or re-marriage of the surviving wife of my said son, Samuel Harvey, and the arrival, after the death of both of my said children, of the eldest of my living grandchildren at the age of thirty years, the trust herein created shall cease and terminate, and my said trustee or his successor in trust shall convey by deed all of my said real property or such part thereof, if any, as shall then be in existence to my grandchildren, then living, as tenants in common.” The following is the fifth paragraph of the will:

“Fifth: As a limitation upon the fourth clause of my will and for the purpose of vesting further powers in my trustee and his successor in trust, if any, I hereby grant to said trustee or his successor in trust, power, in case in the exercise of his reasonable judgment and with the consent in writing of the cestui que trustents it should become expedient to sell my said real estate or any part thereof, he is hereby authorized and empowered so to do.”

The will nominated William S. McCloy as executor without bond, and upon its probate letters testamentary issued to him. On September 2, 1930, the testatrix’s son, Samuel H. Keefer, filed his bill in the circuit court of Whiteside county for a construction of the will, for a decree that the legacies to the testatrix’s two grandchildren and the devise to the wife of the complainant are in violation of the rule against perpetuities and void, that the complainant is the owner of one-half the property left by the testatrix, that the provisions of the will relating to the real estate and the trust are void and that partition be made of the premises. Genevieve K. McCloy and her two daughters, her husband as executor and trustee, Habben a tenant, and Charlotte Keefer, the wife of the complainant, were all made defendants. McCloy, as executor and trustee, his wife and their two daughters, joined in an answer. The other defendants were defaulted, and the cause was referred to a master. The facts were stipulated, the cause was heard upon the master’s report of the evidence and his conclusions, the exceptions to the report were overruled, and a decree was rendered that a proper construction of the fourth clause is, that at the termination of the trust the title to the lands is given to the then surviving grandchildren of the testatrix, and that the estate so devised is contingent and may not vest in any person within the time allowed by the rule against perpetuities and is void; that the fourth clause is an entire and complete scheme for the control and disposition of the property remaining after the payment of the debts and bequests, including the real estate; that to hold part of the clause covering the administration of the corpus void would defeat the whole scheme of the testatrix as to the disposition of her property and the whole fourth clause must be held invalid; that the property attempted to be disposed of by said clause falls under the operation of the Statute of Descent and vests in Samuel H. Keefer and Genevieve K. McCloy, as the heirs-at-law, as tenants in common; that no person other than Samuel and Genevieve, and Habben, the tenant, has any interest in the real estate, and that the complainant is entitled to a decree of partition. Commissioners were appointed to make partition, and the defendants, William S. McCloy, as executor and trustee, Genevieve K. McCloy, Jean McCloy and Isabel McCloy, appealed.

The rule against perpetuities is, that “no interest is good unless it must vest, if at all, not later than twenty-one years after some life in being at the creation of the interest.” (Gray’s Rule Against Perpetuities, sec. 201.) If the provisions of a will are such that under them a violation of the rule against perpetuities may possibly happen, then the devise of interests dependent on such provisions is void. The improbability of the occurrence of the contingency upon which the estate must vest, if at all, after the time prescribed by the rule, is immaterial. If it can possibly happen after that time an interest conditional on it is too remote. Gray’s Rule Against Perpetuities, sec. 214; Tiffany on Real Prop. sec. 180; Dime Savings and Trust Co. v. Watson, 254 Ill. 419; Boston v. Hall, 323 id. 397; Millikin Nat. Bank v. Wilson, 343 id. 55.

The final distribution of the estate of the testatrix was directed by her will to be made after the death of both of her children, after the death or re-marriage of the surviving wife of her son, and after the arrival at the age of thirty years of her oldest living grandchild. It was possible that the concurrence of these three events might occur as early as February 14, 1935, when the older of the two grandchildren, if living, would reach the age of thirty years. Before that time both the testatrix’s children and her son’s wife might have died, and in that case the events upon the happening of which the trustee was directed to convey to the grandchildren of the testatrix then living share and share alike would have occurred. The remainder to each of the two grand-daughters was contingent, because it was dependent, in the case of each, on her being alive after the death of the two children of the testatrix and after the death or re-marriage of the son’s wife and also at the time when the oldest of the testator’s grandchildren living at that time had become thirty years of age. On the other hand, it was possible that the last of these events — the coming to the age of thirty years of the oldest living grandchild — might not occur until after the expiration of the lives in being, upon which the final vesting of the estate depended, and twenty-one years after the death of the last survivor.

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Bluebook (online)
176 N.E. 743, 344 Ill. 454, Counsel Stack Legal Research, https://law.counselstack.com/opinion/keefer-v-mccloy-ill-1931.