Lawrence v. Smith

45 N.E. 259, 163 Ill. 149
CourtIllinois Supreme Court
DecidedNovember 9, 1896
StatusPublished
Cited by39 cases

This text of 45 N.E. 259 (Lawrence v. Smith) 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
Lawrence v. Smith, 45 N.E. 259, 163 Ill. 149 (Ill. 1896).

Opinion

Mr. Justice Carter

delivered the opinion of the court:

Able and exhaustive arguments have been made by-counsel on both sides of this case, and so directed that, with the opinion of the learned chancellor who heard the case in the court below, we have been relieved of much labor that would otherwise have been imposed upon us. Separate briefs have been filed by the several counsel for appellants, in all of which it is conceded, and which appears plain, that the will, in some of its provisions, violates the rule against perpetuities, though counsel differ somewhat as to which one or more of the provisions is or are affected with that vice, and also as to some of the essential grounds upon which a correct conclusion must be based.

The questions raised are questions of law, the facts being brief and undisputed. The testator died March 18, 1892, owning real and personal property in Cook county valued at about $90,000. He left seven children, all mentioned in the will, viz., Amina E. Smith, Julia M. Jones, Harriet C. Furber, Philip S. Wood, Edward C. Wood, Frederick L. Wood and Frances S. Wood, sometimes called Fannie Starrin, the first five of whom were of the respective ages of fifty-three, fifty-two, forty-nine, forty-five and forty-one years. The last two, being children of the testator’s second wife, were younger, but of mature age. He left him surviving also five grandchildren, viz., Amina E. Smith, Jr., and Jessie Smith, daughters of Amina E. Smith, and of the respective ages of twenty-four and twenty-one years; Alonzo DeHaven Jones and Gertrude M. Jones, children of Julia M. Jones, and of the respective ages of seventeen and fifteen years; and Theodosia Furber, daughter of Harriet C. Furber, and of the age of nine years. The children of the testator, except the first three above named, were unmarried.

The contention of the complainants "below, appellees here, briefly stated, is; That the twelfth, thirteenth, fourteenth and eighteenth clauses of the will violate the rule against perpetuities, because the legacies there provided to be paid by the trustees to the grandchildren may not vest in possession or become payable within the period of a life or lives in being and twenty-one years thereafter. • It is next contended that as the entire estate is given and devised to the trustees, to be managed and administered during a period of time extending until the death of all the testator’s children and until the youngest child of any one of his first named three daughters, including any that may be hereafter born, becomes twenty-five years of age, at which time the trust estate as it may then exist is to be divided among all the testator’s grandchildren then living, the rule against perpetuities is clearly violated, and that such trust is therefore void, and that all provisions of the will directing the trustees to make payment of different sums out of the trust estate so created are also void. We are inclined to this view of the case in the main, and to hold that the learned chancellor of the circuit court rendered the .proper decision on the final hearing, except as to divisions nine, ten and eleven of the will, which will be noticed at another place.

“No interest subject to a condition precedent is good unless the condition must be fulfilled, if at all, within twenty-one years after some life in being at the creation of the interest.” (Gray on Perpetuities, sec. 201; Howe v. Hodge, 152 Ill. 252.) “It is not enough that a contingent event may happen, or even that it will probably happen, within the limits of the rule against perpetuities. If it can possibly happen beyond those limits an interest conditioned on it is too remote.” (Gray on Perpetuities, sec. 214.) The eighteenth or residuary clause of the will provides that the entire principal sum remaining, with its accumulations, after all the previously mentioned sums are paid and after all the trusts created by the will in favor of the “beneficiaries and remainder-men” have terminated, shall be equally divided among all the testator’s grandchildren then living. These previously mentioned sums, and the trusts created in favor of the beneficiaries mentioned in the will, include those provided for all children of the testator’s three first mentioned daughters who may outlive their respective mothers, whether born before or after the testator’s, death and whether of the age of twenty-five years at their mothers’ death or not, and the distribution could not, of course, be made, if the intention of the testator be carried out, until those sums payable by the will should be paid, if payable at all, and the trusts created by the will terminated. The consequence would be that it would be quite within the range of possibility that a large part, if not the bulk, of the estate could not be distributed until after the time limited by the rule, but would then be distributed to grandchildren of the testator born after his death, who, by the terms of the will, could not receive their portion within twenty-one years after any life or lives in being at the death of the testator. Besides, as the gifts provided for in the residuary clause are clearly gifts to a class, and as the amount each would receive would depend on the number of grandchildren then living, and as the possibility is that the class may be composed of those born too late to take under the rule, by the authorities the gift cannot take effect as to any. Gray on Perpetuities, 369.

It is contended by appellants that the residuary clause should be so construed as to require distribution to the grandchildren living when all the valid legacies shall have been paid,—that is, when the payments shall have all been made by the trustees “that are lawfully directed to be paid,”—which, of course, would not include any payments to after-born grandchildren coming within the twelfth, thirteenth and fourteenth clauses, who were not twenty-five years old at the death of their mother. But such was not the intention expressed by the testator in his will, and such a construction would tend to abrogate the rule against perpetuities altogether, whereas it is the duty of courts to give it effect and not to destroy its efficacy by adverse construction. Coggins’ Appeal, 124 Pa. 36; Post v. Rohrbach, 142 Ill. 600; Lincoln v. New Castle, 12 Ves. Jr. 235; Vaughan v. Burslem, 3 Brown’s Ch. 92; Scarsdale v. Curzon, 1 Johns. & Hem. 50.

We are clearly of the opinion that the residuary clause is in violation of the rule, and is therefore void. It is admitted to be so by one of the distinguished counsel for appellants, was so held by the learned chancellor of the circuit court, and we see no escape from the same conclusion.

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Bluebook (online)
45 N.E. 259, 163 Ill. 149, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lawrence-v-smith-ill-1896.