McCutcheon v. Pullman Trust & Savings Bank

96 N.E. 510, 251 Ill. 550
CourtIllinois Supreme Court
DecidedOctober 25, 1911
StatusPublished
Cited by3 cases

This text of 96 N.E. 510 (McCutcheon v. Pullman Trust & Savings Bank) 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
McCutcheon v. Pullman Trust & Savings Bank, 96 N.E. 510, 251 Ill. 550 (Ill. 1911).

Opinion

Per Curiam :

Goris VanderSyde died May 12, 1909, owning personal property and real estate in Cook county, where he had lived, and leaving a will, which was admitted to probate. He left a widow surviving him, and his heirs were his two sons, Leonard and Henry, his grand-daughter Nellie Eulalia McCutcheon, the daughter of a deceased daughter, and his grandchildren Earl G. VanderSyde and Ellen VanderSyde, the children of a deceased son. The grandchildren being minors, Henry VanderSyde was appointed their guardian, and on November 2, 1909, filed a bill on their behalf and in their names in the circuit court of Cook county against the widow and sons of Goris VanderSyde, the Pullman Trust and Savings Bank as the executor of his will, and the Pullman Trust and Savings Bank, George Dalenberg and Peter Dalenberg as trustees under said will, for an accounting of the rents and profits of the real estate collected by the executor, the appointment of a receiver of the rents and profits of said real estate, an injunction restraining the executor from collecting the same, and for a decree declaring the will inoperative and void as to said real estate. The widow and the son Henry filed an answer jointly, which neither admitted nor denied the allegations of the bill. The other defendants filed a joint general demurrer to the bill, which was sustained, the bill was dismissed and the complainants appealed.

The bill alleges that the testator made no valid disposition of his real estate, and that his will is void, in law, because in violation of the rule against perpetuities. After providing for the payment of testator’s debts and funeral expenses and certain legacies, the will, by clauses 6 to n, inclusive, directs the payment by his executors until their discharge, and thereafter by his trustees subsequently named, of annuities to his widow, sons and grandchildren, and defines the powers conferred and duties imposed upon the executor and the trustees. It is the twelfth clause of the will which malees the final disposition of all of the testator’s estate, and that clause is as follows:

“Twelfth — As soon as all my debts, funeral expenses and the bequests mentioned in paragraphs 4 and 5 shall have been fully paid and the semi-annual payments which shall have become due for a period of one year after my death under the provisions hereinabove named have been fully paid by my executor, such executor shall deliver and pay over to the Pullman Trust and Savings Bank, George Dalenberg and Peter Dalenberg, as trustees, all my personal property then remaining in its hands as such executor and shall apply for its discharge as such executor, and immediately upon the order of discharge having been entered, the title to all my real estate remaining unsold shall thereupon immediately vest in the said trustees, to have and to hold to them, and the survivor of them, and tO' their successors in trust, in trust for the uses and purposes herein set forth; and I hereby authorize my executor until the time of its discharge, and my said trustees thereafter, to malee, execute, acknowledge and deliver each and every instrument in writing, whether under seal or otherwise, which may become necessary in the performance of the trusts hereby conferred upon them; and my said trustees shall continue to hold the title to the said trust estate which shall remain in their hands, in whatsoever form it may be, until the death of my said wife and for a period of at least ten years after my death. At the end of ten years after my death, if my wife be not then living, and immediately after her death, if she shall survive me more than ten years, my said trustees shall divide all my said estate then remaining in their hands into four equal parts, and shall deliver one part to my son Leonard, one part to my son Henry, one part to my grandchild Nellie Eulalia McCutcheon, (daughter of my deceased daughter, Nellie McCutcheon,) and the remaining part in two equal portions to my grandchildren Earl G. and Ellen, (Children of my deceased son, George,) and in case any of said above named beneficiaries shall have died before the said time of distribution, his or her share shall be given to his or her descendants. In case, at the time of the distribution above provided for, my trustees shall deem it to the best interests of my son Henry that said trustees should continue to hold his share in trust, they shall have full power to do so. This shall rest entirely in the discretion of my said trustees, and they shall in that case retain such share or shares and pay the entire income therefrom to Henry so long as he lives or so long as said trustees shall deem it to the best interests of said son that his share be withheld from him, full power being given to my said trustees to pay over the said share of said Henry at any time after the time of general distribution that they deem it to be for his best interests, and in case they do not pay over his_share but continue to hold the same until his death, they shall immediately upon his death pay the income thereof to his wife in semi-annual payments during her lifetime, and after her death the share of my son Henry shall be divided among my legal heirs per stirpes and not per capita, as hereinbefore provided.”

It is alleged that the widow has renounced the provisions of the will in her favor; that the Pullman Trust and Savings Bank, as executor, has collected a large amount of rents from said real estate, has refused to account for the same, and has notified the tenants that it, alone, has authority to collect the rents.

A preliminary question is presented by the claim of the appellees that the circuit court did not have jurisdiction of the subject matter of the suit because the sole question of the suit was to settle the legal title to the real estate left by the testator. It is insisted that an heir denying a trust under a will cannot invoke the jurisdiction of a court of equity to determine its existence or for the construction thereof. The question was decided otherwise in Orr v. Yates, 209 Ill. 222. The jurisdiction of equity to interpret wills arises out of the general jurisdiction of chancery over trusts, and the right tó invoke this jurisdiction is not confined to trustees but extends also to cestuis qtie trustent and others interested. In the case cited, the bill w'as filed by the heirs and alleged that the trust attempted to be created was void. The prayer was, that the court would construe the will and set aside that portion thereof which created the trust because of uncertainty and remoteness and declare the complainant to be the owner, in fee simple, of the lands. This court held that an issue was presented as to the existence of a trust, and that the circuit court had jurisdiction to determine whether or not a trust was created, and if it was created, to construe it.

The chief contention of appellants is based upon the alleged invalidity of the will under the rule against perpetuities. Under this contention it is insisted that the limitation to the trustees is too remote- because conditioned upon an event which may not occur within twenty-one years after the testator’s death, viz., the payment of the testator’s debts, funeral expenses and bequests, the application of the executor for his discharge and the entry of the order of discharge of the executor.

The rule against perpetuities declares that 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.

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Cite This Page — Counsel Stack

Bluebook (online)
96 N.E. 510, 251 Ill. 550, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mccutcheon-v-pullman-trust-savings-bank-ill-1911.