Orr v. Yates

70 N.E. 731, 209 Ill. 222
CourtIllinois Supreme Court
DecidedApril 20, 1904
StatusPublished
Cited by54 cases

This text of 70 N.E. 731 (Orr v. Yates) 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
Orr v. Yates, 70 N.E. 731, 209 Ill. 222 (Ill. 1904).

Opinion

Mr. Justice Wilkin

delivered the opinion of the court:

Mary Maria Yates, and Lydia Yates, her mother, the daughter and widow of William H. Yates, who died testate on September 16, 1902, filed their bill in chancery in the circuit court of Pike county against Jefferson Orr, as trustee and executor, and certain devisees in the last will of William H. Yates, to construe his will and grant certain relief therein prayed. The bill alleges that said will, by its first clause, gave the lot and residence where the family resided at the date of testator’s death, to his wife, Lydia Yates; that by the second clause she was given one-half of the personal property, and by the third, all of the real estate for life, except the Putz farm. The fourth clause, the construction of which is involved in this litigation, is as follows:

“I devise to my daughter, Mary Maria Yates, one-half of all my personal property, including choses in action, and in fee simple all the real estate that I may die' seized of, except the farm known as the Putz farm, which is herein otherwise disposed of. That is to say, that if, at the death of my wife, Lydia Yates,.my daughter, Mary Maria Yates, shall then be living, the fee to said real estate shall vest in her, and in the event the said Mary Maria Yates shall not be living but shall leave a living child or children, then the said fee shall vest in said child or children. But in the event that at the death of Lydia Yates, my wife, said Mary Maria Yates shall not be living, and no child or children or descendants of child of said Mary Maria Yates shall be living, then, in such case, said fee, if not disposed of by Mary Maria Yates, shall vest in my brothers and sisters, Catherine Bush, Emma Fisher, Monroe Yates, Edward Yates, Ella M. Orr and Mattie McMahon, in equal parts, and their heirs and assigns, and in the event of the death of either of said brothers or sisters such share shall descend to the heirs of such deceased brother and sister.

“I being desirous of providing a competency for my daughter, Mary Maria Yates, and to create a fund that will not be liable for her debts in any manner whatever, and that will secure to her a living, I devise to Jefferson Orr, trustee, [describing the land,] said above described tract of land constituting what is commonly known and called the Putz farm, to have and to hold in trust for the sole use and benefit of Mary Maria Yates for and during her natural life; and in the event of the death of the said Mary Maria Yates without child or children or descendants of child, then to have and to hold for the sole use and benefit of Lydia Yates, my wife, if she shall be living, during her natural life, and at the death of Lydia Yates, my wife, and Mary Maria Yates, my daughter, (if said Mary Maria Yates dies without child or descendants of child,) the fee to the said last described tract of land known as the Putz place shall be equally divided between my brothers and sisters and their heirs and assigns, as herein provided for the division of my other real estate herein devised, that is to say, in equal parts.

“I hereby authorize said trustee to turn the management of said estate over to Mary Maria Yates, and Lydia Yates, for any period of time that he may deem best. It is a part and condition of this devise to said trustee that no part of the rents or profits or use of said lands shall be applied to the payment of any judgments against the said Mary Maria Yates or on any debt contracted by her, but the sole object and purpose of said devise is to create a fund that shall be kept free from the said Mary Maria Yates’ contracts and judgments against her; that if said trustee shall turn the management of said Putz farm herein devised to the said Mary Maria Yates and Lydia Yates, then said trustee shall not be accountable for the rents and profits in any manner while the same shall be under the management of said Lydia Yates and Mary Maria Yates. I hereby authorize and empower Jefferson Orr, my said trustee, in the event of sickness, failing health, old age, or any other good cause appearing to him, he may appoint some suitable person to execute said trust.”

It concludes by nominating Jefferson Orr sole executor of the will and guardian of the daughter, Mary Maria Yates, giving him, as such guardian, full power and authority to manage whatever property she shall be the owner of or to which she is entitled.

The bill further alleges that said pretended last will is ambiguous and uncertain, and that the legal effect of said fourth clause is to vest the life estate in the widow, Lydia Yates, of the lands mentioned in said clause, except the Putz farm, and the remainder in fee absolute in the daughter, and that the limitation over to the brothers and sisters of testator is null and void, as tending to limit the estate in fee given to said daughter; that the remaining portion of the fourth clause devising the Putz farm in trust is ambiguous and uncertain, and does not provide what shall become of said trust fund in the event of the death of said appellees without leaving descendants; that the same.is in violation of the rule against perpetuities; that no provision is made for the accounting by said trustee or cestui que trust, and that for these reasons that portion of said pretended will should be set aside and declared null and void. The prayer is that the will may be construed by the court and that portion of it which creates a trust set aside upon the ground of uncertainty and remoteness; that Mary Maria Yates be declared to be the owner in fee simple of all of the lands mentioned in said pretended will, and that the management and control of said Putz farm may be turned over to her upon her reaching her majority.

To the bill the defendants filed a general and special demurrer, which was overruled and they elected to stand by the same. The cause was submitted for hearing upon the issue so formed, and a final decree rendered adjudg-ing that all of the real estate except the home place and Putz farm was vested by the will in fee simple absolute in the said Mary Maria Yates, subject to the life estate of said Lydia Yates; that the limitation over to the brothers and sisters of the testator is void, because it attempts to limit the fee already given to the daughter after giving her a general power of disposition in fee, and that the trust attempted to be created by the fourth clause in Jefferson Orr of the Putz farm is void for uncertainty, incompleteness and,, ambiguity, and declaring the same null and void. The decree then -adjudges that said Mary Maria Yates is seized of a life estate, by said will, in the Putz farm, and that upon her death the said Lydia Yates, if Mary Maria Yates shall die without child or children or descendants thereof, will be seized of a life estate therein, and in the event that said Mary Maria dies -leaving child or children or descendants thereof, the fee simpie in the premises, after the death of both Mary Maria and Lydia Yates, will vest in said child or children or descendants thereof, but in the event of the death of said Mary Maria without child or children or descendants thereof, then, upon her death and the death of said Lydia, the fee simple in said farm will vest in said brothers and sisters. From that decree the defendants prosecute this appeal.

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Cite This Page — Counsel Stack

Bluebook (online)
70 N.E. 731, 209 Ill. 222, Counsel Stack Legal Research, https://law.counselstack.com/opinion/orr-v-yates-ill-1904.