Zusammenfassung der Ressource
Trusts of imperfect obligation - i.e. trusts where there is no
certainty of objects - is it possible to have a purpose trust (non
charitable)?
- Problems
- Unenforceability
- For a trust to be valid there must be individuals for whose
benefit it is created - human beneficiaries
- They are the ones who may enforcce it is the
trustees are in breach
- Re Astors (human beneficiary)- good understanding between nations
- Re Endacott - anamolus
exceptions not to be extended
- Monuments, Masses, Animals
- BELOW
- Masses
- Re Hetherington - public benefit
- Bourne v Keen- private
- Morice v Bishop of Durham [1804] - beneficiary principle
- Uncertainty of objects
- May be that a purpose is expressed which is simply too vague to be capable of judicial contol
- Morice v Bishop of Durham [1804]
- Re Astor [1952]
- Contravening perpetuity rule
- Means that one is not permitted to tie up
capital for a period of longer than that
permitted by law
- Period permitted by law is essentially a human life in being plus 21 years
- Position unchanged by the Perpetuities and Accumulations Act 2009
- e.g. if you have a trust to build something - can be spent
immediately BUT a trust to maintain is not possible?
Unless limited to perpetuity rule
- Re Hooper "so long as trustee can legally
do so" VALID (family graves)
- Exceptions
- The court has recognised certain exceptions - where the court have allowed the trustees to carry out if they
are willing to do so
- This is why they are trusts of
impefect obligation - no one to
enforce them
- Monuments
- A trust to maintain all tombs in a graveyard is charitable - an individual tomb is private
- Couts will allow a tomb to be maintained
as a purpose providing the trustees are
prepared to and it doesnt break the
perpetuity rule
- Musset v Bingle [1876] erection and
maintenance
- Re Endacott [1960] to myself - uncertainty
- Brown v Burdett (blocking
windows - Capricious)
- Capricious - Shaws will trust - Alphabet
- McCraig v Glasgow Uni -artistic towers (capriicious)
- Animal cases
- A trust to look after animals generally is charitable but a trust
to look after a specific animal is private
- But a trust to look after a specific animal
will be allowed to exist providing it does
not offend the perpetuity rule
- Re Dean [1889]- 50 years -
perpet not addressed
- Re Kelly - Life in
being must be
human
- Re Howard [1908]
- Re Haines [1952]
- Re Thompson [1934] Fox hunting
- Unincorporated associations
- Unincorporated
association = a
group of people
who contract
together to further a
specific purpose
e.g. a club or a
poltical purpose
- Typically, people might
leave property to an UA
and might even specify the
purpose for which the
property is to be applied
- If the testator specifies a purpose then one
possibility is precatory words (no effect) and
say simply a gift
- Re Clarke [1901]
- Trusts for purpose of UA recognised
- Re Drummond [1914]
- BUT then later said they were
not allowed since offended
beneficiary principle
- Leahy v A-G for New South Wales [1959] - nuns- failed for purpose as closed order no public benefit
- Different approaches
- Re Denley [1969] - sports field for employees. appeared
to fail under beneficiary principle BUT not so abstract
to not involve people who could enforce
- Only true pupose trust?
- If purpose tust directly or indiectly benefits a class of ascertainable
individuals then, provided it does not offend the perpetuity period...
- Applied in Re Lipinski [1976]]
- Re Reacher [1972]-
- Neville Estates v Madden - Severance possible
depending on nature of property
- below
- Conservative Central Office v Burrell [1982]- not unicorportate Association
as lacked key characteristics- no rules and no mutla rights re contract
- Re Lipinskis - Hull Judeans - was is a trust for building or individuals - HELD not charitable in
favour of association as was trust indectly for human beneficiaries (re Denleys) and could
be outright gift re rules (Re Reacher) and can transfer to themselves (re Turkington
- 4 ways to gift to Unicorportated association - 1. Outright gift to be held as joint tenants or tenants in
common 2. Trust for associations purpose 3. Thrust for members and future members 4. outright gift to
members subject to their contractual obligations
- not anomalous as members are
human beneficiaries
- Re Grants WT - Failed- Labour party- not
own rules - merely a direct contribution to funds
- Re Turkington - gift for present member of club - were trustee
and beneficiaries could invest capital in themselves
- 1. 2 or more people 2.
mutual understanding
arising from contract. 3.
Body of rules 4. Body can
be joined at will
- No legal personality = cannot own property
- Below
- =