19 N.J. Eq. 503 | N.J. | 1868
Lead Opinion
The opinion of the dOurt was delivered by
The bequest being for the establishment of an orphan asylum, and a hospital for sick and infirm persons, is a be•quest to a charitable use, and the objedt of this suit, as stated •in the prayer of the bill, is to obtain from this court a con■struction of the will, and directions to the executors how best to carry out the design of the testator in regard to these charities.
• The right of an executor, or trustee, or of any other person interested in the execution of a trust, to come into the Court of Chancery to have the trust established and the Construction of the instrument by which it is created authoritatively settled, is a familiar doctrine of this court. The Court of Chancery has also an extensive jurisdiction over the subject of charitable uses, to uphold, protect, and enforce their execution. But this jurisdiction is not so universal as to include the execution by the court of all trusts, or to authorize its interference in all cases of bequests to charitable uses. Its authority can only be invoked in exceptional cases, where no trustee is interposed, or where there is no person in esse capable of taking, or where the charity is of an indefinite nature, or its execution according to the original purpose is, or has become, impracticable. Where the charity is definite in its objects, and lawful in its
" In this case the charity is definite in its objects, and1 is capable of being executed according to the directions of the donor ; and trustees for the establishment of the institutions are appointed, and provision is made for a corporation for the complete management of the trusts. It does not therefore come within the jurisdiction of chancery, by reason' of ■any inefficiency of the scheme of the donor, or practical difficulty in its execution according to his' directions, or for the want of competent trustees to carry it into effect.
‘ It was admitted on the argument, and is not charged otherwise in the bill, that the executors are properly proceeding'with the administration'of the estate, and that they propose and intend with the residue of the estate, as soon as, practicable, to establish in the fifth ward of the city 'of Newark an orphan asylum, which they propose to call St. James Roman .Catholic Orphan Asylum, and also a hospital ■for sick and infirm persons; and that they propose and intend as soon as said institutions'shall have been established, to-cause them to be incorporated in one corporation, and upon such incorporation to convey to it the funds appropriated to those institutions, taking upon themselves the management of the institutions until such corporation is effected. This enumeration of acts proposed and intended to be done by the executors, comprises all the duties to be performed in the literal and complete- execution of the trusts declared in the will. But it is said that the1 executors, while they propose to carry into effect all the directions of the will in their literal terms, meditate a violation of their duties as trustees, in that they propose with the trust funds to establish ah orphan asylum and hospital purely charitable and of a general nature, in the management of which protestante will not be excluded, and in which the tenets of the Román Catholic church will not be taught, or the forms of worship of said church be adopted-, either exclusively or in preference
The intent to make these institutions denominational in their management, is sought to be deduced from the fact that the testator was, for a long while prior to his death, an earnest Roman Catholic, and a large contributor in the building of St. James Roman Catholic church in the fifth ward, in Newark, in which ho was a stated worshipper; and that the charity cannot he rightly administered, as regards the asylum, without sectarian instruction ; and that the hospital, to be properly carried on, requires the presence of nurses and religious ministers who may give consolation to the sick and dying. These considerations, it is urged, indicate that the testator, when he designated the name of the institution as St. James Roman Catholic Orphan Asylum, had reference to similar institutions which the Roman Catholic church had under its care, and manifested his intention that the asylum and hospital should be under Roman Catholic management, governed and carried oil as Roman Catholics ordinarily govern apd carry on like institutions.
It sufficiently appears from the preceding bequests in this will, that the testator was a Roman Catholic in hia faith. But it will be found that the cases in which a consideration of the religious faith of the founder of a charity is resorted to for the purpose of ascertaining his intent, are without
Shore v. Wilson, which involved the construction of Lady Hewley’s charities, does not conflict with the principle above r stated. That charity was, first, for the relief of “ poor and •godly preachers of Christ’s holy gospel,” and the widows of ■ such persons; second, for educating young men designed for the ministry of Christ’s holy gospel; and, third, for the •maintenance of an almshouse or hospital. By the rules 1 made by her “ for the better ordering, choosing, and government of the poor of the almshouse,” which were referred to in the deed of gift, she described the persons to be admitted, as “ poor and piously disposed of the protestant religion, that can repeat the Lord’s prayer, the creed, and ten commandments, and Mr. Edward Bowles’ catechism.” The educational branch of the charity was primarily designed for the dissemination and propagation of religious doctrines, and the ' persons to be benefited by the alms to be dispensed were to be selected with reference to their religious faith. In order to ascertain the persons who were entitled to enjoy the benefits of the charity, the court had recourse to the sectarian associations and connections of the founder, not thereby to control the administration of the charity, but for the purpose of .ascertaining the meaning of the ambiguous words used by the donor in defining the class of persons who were to be partakers of her bounty, on the ground that the words used by her were so indefinite and uncertain, that without resorting to their signification as used by the sect to which she belonged, and to the doctrines taught in the catechism referred to, the court could not understand what was mean thy them; or, as was said by Lord Chief Justice Tindal, “ for the purpose of maki ng the written instrument speak for itself, which otherwise would be either a dead letter, or would use a doubtful tongue,
The charity which was before the Court of Chancery of England, In the matter of the Norwich Charities, 2 Mylne & Craig 275, in the character of tire bequest creating it, is similar to that now under consideration. The bequest was for establishing a hospital for keeping, bringing up, and teaching young and very poor children, who were without friends to help them, and for the helping and curing of poor, distressed men, women, and children, who should be hurt by falls or otherwise, or should be diseased and likely to be
The charity in this case comes within the legal designation of an eleemosynary charity. The propagation of religious
On the argument, some stress was put on the fact that the Roman Catholic church has many orphan asylums and hospitals under its care, with orders of men and women specially trained for this department of Christian labor, one of which ■ — the St. Mary’s Orphan Asylum — -is located in Newark; and it is charged in the bill, that the testator, when he directed the establishment of an asylum, to be called St. James Roman Catholic Orphan Asylum, had reference to like asylums governed and carried on under the control and management of Roman Catholics, with whose existence and character he was familiar. There is nothing on the face of the will that evinces any design to assimilate the asylum the testator projected, to other institutions established for like purposes. While it is allowable to construe a will by the four corners of the instrument, yet it is not permitted to the court to travel outside of it to annex provisions or introduce qualifications, or for any other purpose, except it be to ascertain the meaning of the language of the testator, where he has expressed himself in ambiguous terms. See Colpoys v. Colpoys, Jacob 451, per Sir Thomas Plumer, M. R.; Shore v. Wilson, 11 Simons 631, per Tindal, C. J.; Mann v. Ex’rs of Mann, 1 Johns. C. R. 234; S. C. 14 Johns. R. 1. There is no ambiguity or uncertainty in the language in which this bequest is framed that requires the aid of averment; and we must be governed in ascertaining the intent by the words by which this charity is created.
It is not claimed by the relator that the charity was intended to be for the benefit exclusively of persons of the religious faith of the testator. The right of management and
Treating the orphan asylum as the main and controlling purpose of the charity, and viewing that as an educational charity, has the testator given any directions as to the religious instruction to be taught to those who shall be admitted to the asylum, or as to the management of either institution, with a view to the propagation or inculcation of any particular religious doctrines ? The affirmative of this proposition depends solqly upon the name which he directs to be given to the asylum, which is the name of the church at which he worshipped, and whose pastor he selected as one of his executors. On this branch of the case, two cases (Miller v. Gable, 2 Denio 492, and The People v. Steele, 2 Barb. R. 398) were cited and.much relied on. In both of these cases the charities were churches, established as religious societies. There was no dispute that the primary and sole object of their establishment was the dissemination of religious doctrines; and the remark of the court, that in a grant to a religious corporation its distinctive denominational name, as descriptive of its ecclesiastical connection, was indicative of the particular religious tenets designed to be propagated, is applicable only to societies established for religions purposes.
The charity now under consideration is not an ecclesiastical charity, and the point of'this case is not the inquiry whether the testator designed to make these institutions Protestant or Boman Catholic in their management and control, but whether he intended to subject them absolutely
It is obvious that if this charity is not an ecclesiastical charity, the name given to the institutions does not afford an indication of an intent to subject them to denominational control. They may bear the proposed name, and still retain their character as purely an eleemosynary charity. Especially is this the case when the testator has designated the instruments by which the charity is to be administered, without any qualifications as to the manner of administration. And if it be conceded that the name proposed does afford some indication of an intent to make the institutions denominational, it is exceedingly slight, and is overcome by the unmistakable evidence in the language of the bequest, of the trust and confidence reposed by the testator in his trustees. He selects as trustees two persons, one of whom is a protest-ant, and the other a priest of his own persuasion. He describes one as mayor of the city of Newark, and the other as pastor of St. James Roman Catholic Church, in Newark, and bequeaths and devises to them the estate out of which the fund for the charity is to be raised, absolutely and with full power of disposition. He directs that they shall establish these institutions, and when established, that they shall cause them to be incorporated, and that they shall have the management of them until incorporated; and he vests in the survivor the power to execute these trusts in case of the death of one. The testator has contented himself with declaring the objects of the charity, leaving the trustees to regulate its details and provide for its management in their discretion, with no other restriction on the exercise of that discretion than that the institution he provides for shall be
The only jurisdiction of the Court of Chancery over this charity is to decree the legal construction of the bequest, and to restrain the trustees from diverting the trust funds from the declared purposes of the trust. Beyond that, we have no jurisdiction to direct or advise the trustees as to the manner in which they shall exercise their office as trustees, or regulate the internal management of the charity. The considerations urged here, connected with the religious faith of the testator and the name of the institutions his benevolence projected, may properly be addressed to the executors to influence them in the conduct of these institutions while under their control, and in the constitution of the corporation by which the charity is finally to be administered; but they do not furnish the elements upon which this court can act in construing the will of the testator, to declare that he has given such directions on that subject that a departure from them will be a diversion of the trust funds from the declared objects of the trust, such as would require the interposition of this court to restrain the executors, or to punish them for a violation of their duty as trustees.
The conclusion is, that the testator has provided for an asylum and hospital for the general charitable purposes which • such institutions are designed to promote) and that the right
The decree of the Chancellor appealed from, dismissed the bill with costs. The bill was filed at the instance of the executors, with the view of having the construction of the will settled by a decree of the court for their guidance, before the erection of suitable buildings for the purposes of the charity was commenced. Where the duty of a trustee is a matter of doubt, it is his undoubted right to ask and receive the aid and direction of a court of equity in the execution of his trust. Kearney v. Macomb, 1 C. E. Green 189. In such cases, if reasonable grounds exist for coming into the court to obtain the construction of the instrument creating the trust, the practice is to allow the costs and expenses, as it respects all the parties, and as betweep attorney and client, out of the trust funds. 1 Redfield on Wills 493 ; 3 Raniell's Oh. Rr. 1554. This case comes within the application of this principle. The costs, and a reasonable counsel fee on both sides, both in this court and in the Court of Chancery, should be allowed out of the trust estate; the amount of counsel fees to be settled by the Chancellor. In this respect the decree of the Chancellor is modified; in all other respects, it is affirmed.
Dissenting Opinion
dissenting,
A bill was filed in the Court of Chancery, in the name of the Attorney General, upon the relation of the Roman Catholic bishop of the diocese of Newark, for an authoritative
That he was a Roman Catholic is admitted. His other bequests, excepting three inconsiderable legacies, show his attachment to that church. That church recognizes the maintenance of orphan asylums and hospitals, as a part of its Christian labor. These facts, although of the religion and religious surroundings of the testator, are competent, under the well known principle of construction already stated, as lights to help ascertain the meaning and application of the language used. Religious opinions of the founder of a charity are sometimes admitted to control the objects of it, or the administration of the trust, where the charity is created to promote a religious establishment or religious education, and when the intention as to the religion to be .promoted is not expressed, or expressed in a very uncertain way. In such cases the object being to promote religion, and it so appearing in the instrument of foundation, it has been presumed that the founder intended some particular form of religious doctrine to be taught or supported, and that he could not have intended to propagate any other form than his own. Hence, his own has been considered to control. This seems to be the principle announced by Sir John
Now, does this name mean anything, or is it delusive and senseless ? Does it mean a secular charity purely, or such a charity as is well recognized by the Roman Catholic church, with which, as it appears, he was familiar? St. Mary’s Orphan Asylum was an orphan asylum merely. That was Roman Catholic, and he gave to it. This charity is for orphans, and sick and infirm persons besides. Does he mean to have this charity just what he calls it, or something else ? Names, like titles to acts of the legislature, may denote character and quality, or thdy may indicate but little. Whether either, depends much upon the name itself, andj in this case, upon how it is used. It is no uncommon thing to name institutions, whether educational, religious, political, or charitable, from individuals concerned in or connected with the general object of the institution. From that no particular quality can be drawn. Churches are often named after saints, and no denominational character may be deduced from it; but when in addition to that, a peculiar denominational name is added, as for instance, the St. James Roman Catholic church, no one could hesitate to believe that it meant what it said, that it showed as plainly as words could make it, that the church
The next direction is to incorporate them as one. This is proper and convenient for the management and perpetuity of the trust. A reference to the legislation of this state shows that St. Mary’s Orphans Asylum, referred to in the testator’s will, was incorporated March 10th, 1853, (Laws 1853, p. 405); and that, from the answer, is wholly under denominational management. Whether under Eoman Catholic regulations or not, these institutions ought to be incorporated. But the chief reliance against any secular character, is in the fact that the testator directs that in the mean time, and until such incorporation, his executors, or the survivor, shall have the management of the institutions; and also in the fact that whilst one of the executors is a Eoman Catholic, the other is a Protestant. The order of the executors’ duties concerning this trust, as stated in the will, is as follows: First, to establish the institutions. That would comprehend their erection, and perhaps organization. Secondly, after their establishment, as soon as conveniently practicable, to cause them to be incorporated. Thirdly, t’o convey the property to the corporation. Now it might be, that between the establishment and incorporation there
The idea that he intended a sectarian charity, at least in management, is also encouraged from the fact that he made no provision for its permanent support. It seems to be conceded, from the scope of the pleadings, that the estate is barely sufficient to establish the institutions with any reasonable capacity. He was familiar with the care exercised in his own denomination over this class of charities. He-knew of their men and women qualified for that department of labor. And it is more reasonable to believe that in the absence of any provision for their support, he trusted to that liberality and care which were his immediate surroundings, rather than to promiscuous aid.
The view already taken is entirely inconsistent with the idea that he intended to leave all questions of religious management to his executors, from the general nature of their powers. But a word more as to that. The powers given certainly imply a large discretion, but they are entirely consistent with complete subordination to the quality or kind of charity that the name denotes. There is no clause necessarily implying an unlimited discretion in the executors, and I see nothing to encourage the belief that he intended them or the corporation to exercise their own discretion
Who can participate in the benefit of these charities remains to be briefly referred to. No provision being made to support, them, the extent of their usefulness will depend upon the aid that the benevolent may extend to them, and therefore those in the management ought to have a large discretion on this question. It does not follow that Roman Catholics alone are to participate in the benefit, because there is a Roman Catholic control in matters of religion; and without attempting now to abridge the discretion of the executors, it is only necessary to say that there is no intention disclosed in the will that Roman Catholic orphans, or the sick and infirm of that denomination, should alone be the recipients of the bounty. In the case of The Attorney General v. The Sherborne Grammar School, 18 Beav. 256, (18 Jur. 636,) the Master of the Rolls makes the distinction between establishing a school for the education of youth of all denominations merely, and “ regulating a school the primary object of which was to afford instruction and education to members of the established church, in such a manner as to enable families of dissenters to participate in their advantagesand he further says, that “ it does not follow because this is a Church of England school, that dissenters are to be excluded from all benefit of the instruction there given.” I am willing also to adopt the suggestion of the same learned Master of the Rolls, in the case of the Attorney General v. Calvert, (23 Beav) already referred to, that “ in eleemosynary charities, the presump
The result to which I have come is, that the decree, dismissing the bill should be reversed, and a decree be made declaring that the executors shall establish the institutions, so that there shall be a religious control by the Roman Catholics, the whole mode and all the details in the performance of that duty to be left to the discretion of the executors or the survivor, and also that in selecting the persons to be benefited by the charities, no religious qualification is necessary.