Mason v. Bloomington Library Ass'n

86 N.E. 1044, 237 Ill. 442
CourtIllinois Supreme Court
DecidedDecember 15, 1908
StatusPublished
Cited by39 cases

This text of 86 N.E. 1044 (Mason v. Bloomington Library Ass'n) 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
Mason v. Bloomington Library Ass'n, 86 N.E. 1044, 237 Ill. 442 (Ill. 1908).

Opinion

Mr. Justice Hand

delivered the opinion of the court:

It is first contended that the first paragraph of the will creates a perpetuity and is void, and that the court erred in appointing a trustee and in directing that the amount remaining of the $500 mentioned in that paragraph, after the purchase of a monument, should be turned over to a trustee to be kept at interest, the interest to be expended in the care of the family burial lot where the testatrix should be buried.

The law is well settled in this country that a perpetual trust cannot be created to take care of a private burial lot unless the creation of such trust is authorized by statute. (6 Cyc. 918; 5 Am. & Eng. Ency. of Law,—2d ed.—933; Bates v. Bates, 134 Mass, 110; Coit v. Comstock, 51 Conn. 352; 50 Am. Rep. 29; Johnson v. Holifield, 79 Ala. 423; 58 Am. Rep. 596; Hopkins v. Grimshaw, 165 U. S. 342.) In this State the legislature has provided (Hurd’s Stat. 1905, p. 223,) that trusts may be created for such purpose in the hands of the boards of directors provided for by “An act to provide for the proper care and management of county cemetery grounds,” but there is no statute in this State which provides for the creation of such a fund in the hands of a private trustee. A trust created under a statute authorizing a trust to be created in perpetuity for the purpose of caring for and keeping in repair a cemetery, burial lot or monument is characterized by the court in Morse v. Inhabitants of Natick, 176 Mass. 510, (57 N. E. Rep. 996,) as a statutory trust in contradistinction to a charitable trust. The cases of Green v. Hogan, 153 Mass. 462, and Jones v. Habersham, 107 U. S. 174, are not, therefore, in point. In Bates v. Bates, supra, the court said an examination of the authorities (and many cases are cited) “will show that it has been repeatedly held that a bequest to provide a fund for the permanent care of a private tomb or burial place could not be treated as a public charity and thus made perpetual, and that such bequest would be void.” It was also pointed out in that case that there was in force in that State a statute similar to the statute in this State hereinbefore referred to, but it was said “these statutory provisions have here no application.” And in Coit v. Comstock, supra, it was said: “It has been held in numerous decisions that bequests for the purpose of keeping burial lots or cemeteries in good order or repair are not given in charity, .and therefore are not protected by the Statute of Charitable Uses.” And in Johnson v. Holifield, supra, it was said: “It seems to be well settled by the course of decisions that a bequest of money, the interest thereon to be perpetually applied to preserving and keeping in repairs the graves and monuments of testatrix and other named persons, is repugnant to the rule against perpetuities, and void.”

We would be glad to hold, were it possible so to do, the trust attempted to be created by the testatrix by the first paragraph of her will valid. We are, however, forced by the current and great weight of authority to hold that a trust like the one in question is not a gift to any public use and that its purpose is purely private and secular. Our conclusion is, therefore, that the trust attempted to be created by the first paragraph of the will is void, and that the portion of the $500 mentioned in that paragraph, remaining after the purchase of the monument, should be treated as a part of the residuary estate of the testatrix and disposed of under paragraph 9 of said will.

The next contention arises over the proper construction to be placed upon the ninth paragraph of the will. The Bloomington Library Association was incorporated under and by virtue of a special act of the legislature approved February 23, 1867, which act designates the objects for which the association was organized to be, “to establish and maintain a library and reading room, to procure literary and scientific lectures and otherwise promote the intellectual improvement of its members,” and said association succeeded to all the property rights of a voluntary association theretofore existing in the city of Bloomington known as the Ladies’ Library Association, and said association was empowered by said act to create a capital stock not to exceed in amount $100,000, which was divided into shares of $50 per share, to raise a fund for the purpose of promoting the objects of the association, including the erection of a building for its use, and it was provided that after the payment of all expenses any surplus arising from the rents and profits of any real estate or buildings purchased or built by the association with such capital stock should annually be divided pro rata among its stockholders, and the act was declared to be a public act. On June 1, 1885, Sarah B. Withers conveyed to the said association a lot situated in the city of Bloomington, upon the condition, among other things, that the said association should erect or cause to be erected upon said lot a building suitable for its library, and to accommodate its members and the public under the usual and customary regulations adopted for the government of such associations. The association accepted the said conveyance and erected a building on said lot at a cost of more than $20,000, and equipped the same with furniture, etc:, and placed therein its books, pictures, etc., at a cost of about $25,000, and used and conducted the same as a public library and reading room until June 18, 1894. On that day said association conveyed to the board of directors of the Withers Public Library, an association organized under the laws of the State of Illinois, all its property of every character, in trust, upon'the condition, among other things, that the same should be used as a free public library for the use and benefit of the inhabitants of the city of • Bloomington forever, and the property has been used, and is now.used, for -such purpose, and since the execution of said conveyance said Bloomington Library Association has ceased to exercise any of its charter powers and has np property of any consequence.

We think it clear that-the ninth paragraph of Emily T. Perry’s will created a trust to establish an art studio or art gallery and studio, wherein works of art were to be collected, preserved and exhibited for the advancement of education in art. While the testatrix provided that the studio or studio and art gallery mentioned in paragraph 9 of her will should be carried on in connection with the Bloomington Library Association, she did not create a trust for the benefit of said library association, ■ but, on the contrary, she created by that paragraph of her will a trust for the benefit of the public, for the purpose of erecting an art studio or art gallery and studio, which was to be carried on for the advancement of education in art. That the creation of a trust to establish for the benefit of the public an art studio or art gallery and studio for the advancement of education in art is, within the meaning of all the authorities, a charitable trust, we have no question, (Kemmerer v. Kemmerer, 233 Ill. 327,) and we- think it equally clear that as the Bloomington Library Association has ceased to exist as a going association for the purpose of exercising its charter powers, (Miller v. Riddle, 227 Ill. 53,) under the doctrine of cy pres, as understood in this 'State, a court of chancery .has.

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

Related

Eychaner v. Gross
779 N.E.2d 1115 (Illinois Supreme Court, 2002)
Vermilion County Museum Society v. Department of Revenue
653 N.E.2d 416 (Appellate Court of Illinois, 1995)
Hardy v. Davis
148 N.E.2d 805 (Appellate Court of Illinois, 1991)
Du Page Art League v. Department of Revenue
532 N.E.2d 1116 (Appellate Court of Illinois, 1988)
Quarrie Charitable Fund v. Commissioner
70 T.C. 182 (U.S. Tax Court, 1978)
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)
Andris v. Biehl
169 N.E.2d 692 (Appellate Court of Illinois, 1960)
Catholic Bishop of Chicago v. Murr
120 N.E.2d 4 (Illinois Supreme Court, 1954)
Community Unit School District No. 4 v. Booth
116 N.E.2d 161 (Illinois Supreme Court, 1953)
First Nat. Bank of Chicago v. Elliott
92 N.E.2d 66 (Illinois Supreme Court, 1950)
Sullivan v. Mosser
167 F.2d 440 (Seventh Circuit, 1948)
In Re Estate of Peterson
277 N.W. 529 (Supreme Court of Minnesota, 1938)
Swenson v. Board of Christian Service
277 N.W. 529 (Supreme Court of Minnesota, 1938)
Bockel v. Fidelity Development Co.
101 S.W.2d 628 (Court of Appeals of Texas, 1937)
Heymann v. O'Connell
282 Ill. App. 146 (Appellate Court of Illinois, 1935)
Hampton v. Dill
188 N.E. 419 (Illinois Supreme Court, 1933)
Murphy v. Country Club Building Corp.
272 Ill. App. 341 (Appellate Court of Illinois, 1933)
Webb v. Webb
172 N.E. 730 (Illinois Supreme Court, 1930)
Tarver v. Weaver
130 So. 209 (Supreme Court of Alabama, 1930)

Cite This Page — Counsel Stack

Bluebook (online)
86 N.E. 1044, 237 Ill. 442, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mason-v-bloomington-library-assn-ill-1908.