Facts
- The testator, Mr. Dean, executed a will including provisions for the continued maintenance of his horses and dogs after his death.
- The will specified that a portion of his estate be allocated for the care of these animals for their lifetimes.
- The executors challenged the validity of the trust provisions, arguing concerns over a lack of a human beneficiary and possible contravention of the rule against perpetuities.
Issues
- Whether a trust for the care of specific animals can be valid in the absence of direct human beneficiaries.
- Whether such a trust complies with the requirements of certainty in intention, subject matter, and objects.
- Whether the trust violates the rule against perpetuities.
- Whether a trust of this kind is contrary to public policy.
Decision
- The court upheld the validity of the trust for Mr. Dean’s animals.
- It found the testator’s intention to create a trust was sufficiently clear.
- The property allocated and the objects of the trust (the specified animals) were adequately identified.
- The trust was considered enforceable by the trustees despite the absence of a human beneficiary.
- The rule against perpetuities was not breached, as the trust was limited to the animals’ lifetimes.
- The arrangement was not found to contravene public policy.
Legal Principles
- Trusts for the maintenance of animals are not automatically void for uncertainty or lack of human beneficiaries if their terms are sufficiently certain and enforceable by trustees.
- The rule against perpetuities does not invalidate a trust for animals that is strictly limited in duration, such as the animals’ natural lives.
- Trusts for animals may stand where not contrary to public policy and where they do not impose an unreasonable burden on the estate.
Conclusion
Re Dean (1889) 41 Ch D 552 established that a non-charitable trust for the care of animals can be valid if it meets the requirements of certainty and is limited to a defined period, thereby influencing future interpretation of such purpose trusts in English law.