Mason v. Bloomington Library Ass'n

143 Ill. App. 39, 1908 Ill. App. LEXIS 5
CourtAppellate Court of Illinois
DecidedJune 11, 1908
StatusPublished

This text of 143 Ill. App. 39 (Mason v. Bloomington Library Ass'n) is published on Counsel Stack Legal Research, covering Appellate Court of Illinois 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, 143 Ill. App. 39, 1908 Ill. App. LEXIS 5 (Ill. Ct. App. 1908).

Opinion

Mr. Presiding Justice Baume

delivered the opinion of the court.

This is a bill to construe the last will and testament of Emily T. Perry. The said testatrix was the only child and only heir at law of Bacliel P. Bussell, who died December 1, 1883, leaving a last will and testament, which was duly admitted to probate and which contained among other provisions, not now material, the following:

“I give and bequeath to my daughter, Emily T. Perry, the use, occupation and disposition of any of my effects, excepting what is before devised herein, during her natural life; requiring her, in case she should die childless, to donate whatever may remain of said estate to some benevolent object, such as she may select.”

It is not important to determine whether this provision of the will of Bacliel P. Bussell was void for uncertainty, because Emily T. Perry was the sole heir of her mother, and if the bequest was void for such reason, she would take the property absolutely as intestate estate, upon the death of her mother. Emily T. Perry died childless April 1, 1894, leaving her husband, Nelson P. Perry, as her only heir at law, and leaving a last will and testament, which was executed April 27, 1892. The clauses óf the will of Mrs. Perry material to the questions here involved, are as follows :

1. “I direct first that all my lawful debts and funeral expenses shall be paid and that the sum of five hundred ($500) dollars shall be placed in the hands of a proper person as trustee (John H. Bussell of Middletown, Connecticut, being hereby empowered to name and appoint such trustee) from which said sum of five hundred ($500) dollars there shall be expended so much as such trustee shall consider necessary and proper for a monument at my burial place, and the residue of such sum of five hundred ($500) dollars shall, by such trustee, be put and kept at interest and such interest shall be annually expended in the care of the family burial lot, where I shall be buried. ’ ’

7. “I give, devise and bequeath in trust to Jonathan H. Cheney, of Bloomington, as trustee, six thousand ($6000) dollars upon the following trusts, viz: The said trustee shall keep and put said sum at interest upon good security, during the lifetime of my husband, Nelson P. Perry, and shall collect the interest therefrom and pay the same as collected to my said husband during the lifetime of my said husband, for his support, and no part of said fund, either principal or interest, shall ever be subject to or liable for the claim or claims of any creditor or creditors of my said husband in the hands of said trustee, or otherwise; and said trustee shall never in anywise be answerable to any creditor of my said husband for or on account of any of said fund, either principal or interest.”

9. “The residue of my estate, including therein the six thousand ($6000) dollars hereinbefore devised in trust to Jonathan H. Cheney, after said trust shall have terminated by the death of my said husband, I give, devise and bequeath to said Jonathan H. Cheney and Chalmers C. Marquis, trustees, in trust for the following uses and purposes, viz: To establish in connection with the Bloomington Library Association an art studio or art gallery and studio, meaning thereby a suitable place wherein works of art will be collected, kept, preserved or exhibited for the advancement of education in art. The conduct, management and- supervision of which art gallery and studio shall be in charge of the officers of the Bloomington Library Association. The said art gallery or studio shall be named the ‘Bussell Art Annex’ or some suitable name or appellation of which the name Bussell shall be a part, in commemoration of my mother, Rachel P. Russell. The said trustees may, in their discretion, turn over to said Library Association, the whole or a part of the principal sum of said fund, for the use aforesaid, or may put and keep the whole, or a part thereof at interest upon good security, collect the interest thereof and pay the same as collected to said Bloomington Library Association for the use as aforesaid.”

By the last clause of her will the testatrix nominated her husband, Nelson P. Perry, and Thomas C. Kerrick as her executors, and they, thereafter, duly qualified as such, and in 1896 filed their original bill to construe said will. The cause was referred to the master but before any hearing was had all the files, together with the evidence taken before the master, were destroyed by fire in 1900. While the cause was pending the executors, by agreement of the parties, sold the real estate, which formed the bulk of the estate involved, and held the proceeds to abide the result of the suit. Nelson P. Perry died January 29, 1905, leaving his last will and testament whereby he bequeathed the residue and greater portion of his estate to his sister, of which will appellant, Samuel B. Mason, was appointed executor. Thereafter, Thomas C. Kerrick, the surviving executor of the will of Mrs. Perry, was granted leave to supply the files and to amend and supplement the original bill. The Bloomington Library Association filed its answer claiming the residue of the estate under the ninth clause of the will, and appellant, as executor of Nelson P. Perry, filed his answer claiming the same fund as intestate property of the testatrix. Answer was also filed by the city of Bloomington, wherein it averred that the Bloomington Library Association had long since ceased to conduct a library and that all of its library and property had been sold and transferred to the Withers Public Library which was duly created under an ordinance of the city of Bloomington, and claimed that said city was entitled to said fund. Upon the hearing the chancellor entered a decree that the real estate mentioned in the will of Emily T. Perry belonged to her in fee; that there was in the hands of the surviving executor the sum of $4,972.56; that out of said fund there should be set aside $406 to comply with the first clause of said will, the sum of $94 having been expended by the executors for a monument; that John H. Russell had refused to appoint a trustee under said first clause; and that the residue of said fund, after paying costs of suit, should be turned over to trustees for the benefit of the Bloomington Library Association for the purpose of carrying’ out the provisions of the ninth clause of the will. The decree then appoints Samuel B. Mason, trustee, to receive the sum of $406 for the purpose of complying with the provisions of the first clause, and appoints J. H. Burnham and H. H. Green, trustees, to serve without compensation for the Bloomington Library Association, to receive from Thomas C. Kerrick, executor, the balance of the sum of $4,972.56, after deducting said sum of $406 and costs of- suit, and directs said executor to pay to said trustees said sum of money.

It is first urged on behalf of appellant that the trust sought to be created by the first clause of the will whereby the testatrix bequeathed the residue of $500 remaining unexpended after the purchase of a monument, to a trustee to be appointed by John H. Russell, to be kept at interest and such interest annually expended in the care of the family burial lot where the testatrix should be buried, is a private trust in contravention of the rule against perpetuities, and, therefore, invalid and void.

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Bluebook (online)
143 Ill. App. 39, 1908 Ill. App. LEXIS 5, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mason-v-bloomington-library-assn-illappct-1908.