3 Sandf. 351 | The Superior Court of New York City | 1849
We have lately decided in the case of Tucker v. St. Clement's Church
The use to which the Trustees of the Methodist Episcopal Orarch are directed by the will to apply the rents and profits of the real estate which is devised to them, seems entirely foreign to the purposes of the institution as a religious society. It is a general charity, not confined to the members of the church, and it may well be doubted whether such a charity can he regarded, as one of the objects to which the trustees of the corporation, in the exercise of their discretion, could lawfully apply its funds. We strongly incline to think that it is not a pious use ” within the meaning of the statute, and were it necessary, would so decide. It is not necessary, however, to place .our decision upon this ground, for admitting that the words “ pious uses ” are to be understood in the largest sense of which they are susceptible, so as to include, not only extrinsie uses, but such as are charitable, as distinguished from those which are pious in the stricter sense of the term, we are, for other reasons, very clearly of opinion, that the devise to the trustees as a corporation, for such is not
It is said, however, that the corporate powers of the church to which this devise is made, cannot be affected by the prohibitory clause in the revised statutes, since the prohibition ought n‘ot to be construed as applying to existing corporations, so as ta take from them any rights or powers which they possessed by virtue of any previous grant. This church has been a corporation more than half a century; it was incorporated under the act of 1784, and the argument is, that if by the fair interpretation of that act, it was authorized to take by devise, this author
Nor shall we rest our opinion as to the true construction of the act of 1784, upon the mere authority of the cases to which we have referred; for, although the reasoning of the learned judge who delivered the opinion of the court in Jackson v. Hammond, is not quite satisfactory, of the correctness of the decision itself, we entertain no doubt. It was admitted upon the argument, that the general words in the third section of the act of 1784, by which religious societies, when incorporated, are empowered to have, take, receive, pinchase and acquire, real estate; if construed without reference to other parts of the law, convey no authority to take by devise, so as to repeal, in regard to these corporations, the old exception in the statute of wills; but it was contended that the intention of the legislature, that these general words should be thus construed, is rendered apparent by the expressions used in the fourth section of the act, which contain, it was alleged, a distinct recognition of the capacity of the societies, meant to be incorporated, to take by devise, by declaring or admitting the validity of devises that had been previously made to them. It is, however, very clear to our minds, that the language in the fourth section, which is relied on, contains no
As the devise to the trustees, &c., of the Methodist church must be declared illegal and void, we are next to consider what are the consequences of its invalidity. Has the real estate, which it embraces, descended to the heirs at law as in cases of intestacy? or must the trust which is annexed to the devise, be sustained as valid, and be carried into execution under such directions as the court may give ? The counsel for the executors contend, that the trust is valid as a charitable use, and that according to the established doctrine of equity, the disability of the trustee forms no impediment to its execution by the court, while on the other hand, the counsel for the heirs at law, not only deny that the trust is valid as a charitable or public use, but insist that the illegality of the devise, draws after it, as a necessary consequence, the invalidity of the trust, even were it true that if created in a different mode, its execution might be decreed. In our judgment, exactly the same questions arose in the case of McCartee v. The Orphan Asylum, and their decision
The devise to the Orphan Asylum Society, which the court, in opposition to the opinion of the chancellor, held to be direct, and therefore' void, was not general, so as to give to the society an unlimited power of disposition or application, but the will expressly directed that the property should be applied to the charitable purposes of the institution, that is, to the support and education of orphans. The devise, therefore, plainly and unequivocally created a trust; and as this trust was for purposes which the legislature, by incorporating the society, had expressly authorized, no doubt could be raised, or indeed was suggested, as to its validity; hence the question, whether, although the devise was void, and the legal estate had descended to the heir, it was not the duty of a court of equity to effectuate the intention of the testator, by decreeing the execution of the trust, necessarily and distinctly arose ;'nor is it possible that it could have escaped the attention of counsel or the observation of the court. We have the most abundant evidence that it did not escape such observation, but was thoroughly investigated and maturely considered. Chancellor Jones, in his elaborate opinion, (an opinion which there is no exaggeration in saying, displays almost unequalled powers of reasoning and research,) after endeavoring to sustain the validity of the devise to the society, states the next question to be, whether upon the supposition “ that the devise was void in law, as being in effect a devise of land to a corporate body, it was not in the power of the court, as a court of
Were it possible for us, however, to evade this conclusion, and escape by any means from the authority of this decision, we should still be compelled to say, that we have no power as a court of equity, to decree the execution of the particular trust which this will creates; we fully admit the general rule, that a trust is not to be defeated merely from the disability or failure of a trustee; but the rule is not to be applied, unless the court, in the exercise of its proper jurisdiction, may decree the execution of the trust. The trust that we are now required to execute, is a general indefinite charity, the persons to whose use and benefit the rents and profits are to be applied, not being designated with certainty in the will, but the selection being left to
The observations that we have made are not, however, to be construed as implying our assent to the positions that were so learnedly and ably maintained by the counsel for the executors and the church, namely: that the law of charitable and pious uses as it prevailed in England anterior to the statute of Elizabeth, or independent of its provisions, (43 Eliz. c. 4,) was in force in this state, as a part of our common law, previous to the adoption of the revised statutes, and remains in force, notwithstanding its entire inconsistency with the statutory provisions in relation to trusts and perpetuities. The authorities to which the counsel referred in support of his argument deserve great consideration and respect; but we cannot think them so conclusive as to preclude us from a free examination of the same questions, if hereafter it shall become our duty to consider and decide them. We shall not decide them in this case, since upon other grounds we are compelled to decide in favor of the heirs, and as a court, we decline to express or intimate any opinion in relation to them. Hence, although the form of this opinion will not be changed, the judge who delivers it is alone responsible for the observations that follow; they are to be considered as an explanation, which for special reasons it is deemed expedient to make, of the difficulties he will have to overcome before he can give his assent to a doctrine, which, in this and in a previous case, with much ability and an unusual display of learning, was pressed upon our adoption.
. We strongly incline to think that the only law of charitable uses, which was in force in this state, on the 19th of April, 1775, as a part of that common law, which the constitution alone recognizes and adopts, was derived exclusively from the provisions of the statute of Elizabeth, and consequently when in 1788, that statute, together with all other English statutes, was repealed, the law was meant and understood to "be wholly abrogated. Although we cannot refer to any positive evidence of the fact, we do not at all doubt that the statute of charitable uses, as the statute of Elizabeth is termed, was in force in this state when a colony, as a part of its common law, in the same
Reasoning upon this fact, we find it very difficult to believe that the legislature in repealing the statute of Elizabeth, and in repealing at the same time the statutes of mortmain, (which there is certain evidence were also in force, Sec. 4, Act of 1184, Gtreenleaf, page 12,) meant to revive the equitable, or more properly, the clerical doctrine of pious and charitable uses, as it prevailed in England before the reformation, and during the prevalence of which, Lord Hardwicke says, (1 Yesey, 224,) the clergy and religious houses had contrived to possess themselves of nearly one-half of the whole real property of the kingdom. It is indeed difficult to believe that the legislature meant to revive and establish tills doctrine, not in the modified and regulated form in which it now exists in England, but wholly freed from the numerous and salutary restrictions which the statutes of mortmain impose, and which the experience of every Christian nation, from the earliest ages of Christianity, had shown to be demanded by imperative reasons of public policy; yet it is to this conclusion that the arguments of counsel, and the authorities to which we have been referred, if we adopt and follow them, must of necessity lead us.
It is certain indeed, that such could not have been the intention of the legislature, if when the statute of Elizabeth was repealed, it was understood to be the true and only source of the law of charitable uses, and of the power of the court of chancery to compel" their execution, and that at this time such was the actual belief of the legislature, and of its legal advisers, we think, for many reasons, it is hardly possible to doubt. All doubts upon this point, seem to be excluded when we remember that the belief which we attribute to the legislature, was until a very
Upon the supposition that charitable uses, as a distinct and peculiar class of trusts, were meant to be abolished, the conduct of the legislature in repealing and not re-enacting the statutes of mortmain, is readily explained, nor, as it appeal's to us, can it be explained in any way. We cannot suppose that the legislature meant to condemn and reject the policy upon which the statutes of mortmain are founded, a policy which the most enlightened statesmen and jurists have constantly approved, and the observance of which, the very nature of our institutions seems to demand. This policy, so far from having been abandoned, had been strictly adhered to and followed, in retaining the prohibition to corporations to take by devise, and in limiting the amount of the property that religious corporations are permitted to hold. The object of these provisions is exactly the same as that of the statutes of mortmain, namely to prevent real property from being locked up in perpetuity, and to save persons m extremis, from being led by false notions of merit or duty, so to dispose of their estates as to impoverish, perhaps leave an actual destitution, their families or dependent relatives, (4 Kent’s Com. 507.) Mor for the attainment of these objects were any further restrictions necessary, if charitable uses when inconsistent with the general rules of law, were meant to be abolished; but if such uses were meant to be continued, the legislature could not have failed to see that the restrictions we have mentioned, were wholly insufficient to prevent the mischiefs they were designed to exclude. It could not have failed to see that in order to carry
If, however, the opinion that we have now intimated, as to the intent and effect of the repeal of the statute of Elizabeth, shall hereafter appear to be erroneous, and we shall be ultimately persuaded that pious and charitable uses, indefinite in their nature, unlimited in their amount, locking up for ever the property which they embrace, and in other respects, wholly irreconcilable to the general rules by which other trusts are governed, were sanctioned by the law of. this state, previous to the adoption of the revised statutes ; yet as such uses are most plainly and directly repugnant to the statutory provisions, in relation to trusts and perpetuities, we confess our present inability to understand or conceive, why they are not now to be considered as positively forbidden, and therefore abolished. That they are embraced within the terms of these statutory provisions, terms as explicit, as strong, and as comprehensive as the language can furnish, it is impossible to deny, and we yet remain to be convinced, that they are not just as certainly embraced within their spirit and policy. At any rate, to declare that they are not, and upon that ground to introduce an exception, which there is not the slightest evidence, was ever contemplated by the revisers or by the legislature, would seem to us, as at present advised, an unjustifiable, if not unexampled, stretch of judicial power. It is said that the revisers, in their notes, make no reference or allusion to charitable uses ; and it is assumed that they would not have been silent, had they meant to abolish them; but it seems far more reasonable to say, that had they meant to except them from the universal terms of the enactments which they proposed, they would certainly have said so, since, had such been their intention, the necessity of a positive exception, in order to prevent misconstruction, could not possibly have escaped them ; on the other hand, if they meant not to except, but to include charitable uses, the explanation of their silence is easy and obvious. They may have deemed it unnecessary 'to speak; they may have thought that the provisions which
It was urged upon the argument as a conclusive reason for excepting charitable uses from the general provisions of the revised statutes, that in England they are held not to be embraced within the general words of an act of parliament; hut ¿however broad and unlimited the terms of the statute, are
We cannot here forbear from an observation that seems hitherto to have escaped the attention it deserves. If devises to a corporation for charitable uses, or in trust for a corporation for a similar use, (for it is only upon the same principle that even these have been held to be good, Attorney General v. Downing, Ambl. 550; Adlington v. Andrews, 3 Atk. 141,) are rendered valid in England solely by force of the statute of Elizabeth, it inevitably follows that with us all such devises, since the repeal of that ■ statute, must be void, even upon the supposition that a charity not inconsistent with the general rules of law, may still be created. The plain, unequivocal meaning of the decisions is, that it was competent to the legislature alone to except any class of devises from the operation and effect of the general words in the statute of wills ; and as the exception thus created no longer exists, it follows that those general words must now be understood in the full extent of their meaning, that but for the statute of Elizabeth would always have been given to them, that is, as rendering void every devise to a corporation, or in trust for a corporation, whatever may be its intent and purpose.
As to the argument drawn from the statute of uses, exactly the same reply, were it necessary, might be given, that if charitable uses are an exception from the general words of the statute, they are so only by force of the statute of Elizabeth. But, in truth, no such exception exists. Charitable uses are neither within the scope nor the words of the statute of uses. The only
As those that have now been stated were the only instances that were cited to prove that in England, it is an established rule of construction that charitable uses are not covered by the general words of a statute, we must be permitted to doubt, until more pertinent and conclusive evidence shall have been given, whether in the English courts the supposed rule has ever been admitted, or even suspected, to exist We have ourselves been unable to discover the faintest trace of its existence, and until otherwise convinced, must continue to think, with Ch. J. Marshall, that a decision such as the rule would require to be made, would overturn principles that courts of equiiyas well as of law have uniformly acknowledged.
We do not at all share the apprehensions that have been expressed as to the consequences that may ensue, if that construction of the revised statutes shall be adopted, which our remarks have implied to be necessary. The benevolence of Christian and other philanthropists will not he unduly restrained; an ample scope will still be left for its beneficent action. Charitable and public uses are not abolished by subjecting them to the provisions of the revised statutes. For these purposes, if the alienation of the capital is not improperly restricted, donar ¿ions and bequests of money may still be made to any amount,
There are some other considerations to which, as suggesting topics of useful reflection, it may be expedient to advert. If charitable and pious uses, without limitation or restraint, notwithstanding the repeal of the statute of Elizabeth, and notwithstanding the express provisions of the revised statutes, now constitute a part of our unwritten law, where shall we find, who shall declare to us, the rules by which they are to be governed ? How are they to be classed, limited, and defined ? What is a charitable? what a pious use? In England, charitable uses are enumerated and defined in the statute of Elizabeth, and it is settled, that none can be sustained as such, that the provisions of the statute may not be construed to embrace. (Brown v.
As to pious uses, if any are to be sanctioned other than those which are included within the general object of religious corporations, the difficulties are still greater. In England, while pious uses are retained, those which have been branded as superstitious have been abolished, and none are deemed pious hut such as are strictly consistent with the orthodox faith of Protestant Christians. But with us, it is plain, that no such distinction can be admitted. With us, as all religions are tolerated, and none is established, each has an equal right to the protection of the law; and, consequently, all uses directed to a religious object must be equally proscribed, or all must be upheld as pious, which are consecrated by the faith of any description or class, not merely of Christians, hut believers. Hence, if the Presbyterian and the Baptist, the Methodist and the Protestant Episcopalian, must each be allowed to devote the entire income of his real and personal estate, for ever, to the support of missions, or the spreading of the Bible, so must the Roman Catholic his, to the endowment of a monastery, or the
Upon the whole, we are certainly inclined to think that it is better that judges shall say, as it seems to us the legislature has said, that no use or trust can be valid that the revised statutes have not authorized, and that the absolute power of alienation, in respect both to real and personal estate, shall not be suspended for a longer period than the statutes allow, “ by amy limitation or condition whatever.” (1 R. S. § 15, p. 723; § 1, p. 773.) These rules, as general, we believe are safe and salutary, and when in special cases they need to be relaxed, the legislature has the power to relax them. That power has already, in many cases, been wisely and beneficially exercised. (Laws 1840, ch: 318, § 1, 2, 3, 4; Laws 1841, ch. 261; Laws 1839, ch. 174, § 1, 2, 3; Laws 1839, ch. 184, 2 R. S. 3d ed. pp. 23, 24, 25.)
And let it be remembered, that by its exercise, the legislature has virtuady adopted that construction of the statutes which we have supposed that their terms necessarily import. And that the revisers, by incorporating the provisions of the acts to which we refer, in a separate article, in the title relative to the nature and qualities of estates in real property, have clearly shown that they regarded them as exceptions to the general rules which that title was meant to establish. (2 R. S. 3d ed. p. 23.)
We shad not pursue remarks which, although they are far from having exhausted a. subject of wide extent and deep interest, have led us further than we intended, but shad proceed to state briefly the result of our opinion. As we have declared that the devise to the trustees of the Methodist church, and the trust annexed to it, are illegal and void, it is a necessary consequence that the direction to the executors to accumulate the residue of the personal, and the rents and profits of the real estate, for the purpose of building a house upon the lot in Brooklyn, cannot be supported. That direction could only have been sustained as ancidary to the principal trust, and therefore a con
A decree must be entered in conformity to the views we have expressed, declaring that the devise of the lots in Hew York and Brooklyn, is absolutely void, and that the property devised has descended to the heirs at law as in a case of entire intestacy; also that the next of kin and heirs at law are entitled to the accumulated fund in the hands of the executors, directing a reference to a suitable person to take the accounts and to ascertain and report who are entitled to take as next of Icin and heirs at law, and in what proportions, and reserving all further directions until the coming in of the report. The taxable costs of all the parties, and the reasonable counsel fees of the executors, are to be paid out of the funds in their hands, and as they have acted in good faith, they are also to be allowed the usual commissions upon the sums received and expended by them, including those arising from the real estate.
Ante, page 242,
It is, however, made perfectly certain by the publications of the English Record Commission, since the decision in 4 Wheaton 1, that the learned and venerable chief justice was wrong in this statement. This is conceded by Story, J., delivering the opinion of the court in the Girard will case, 2 Howard’s U. S. Rep. 192 to 196, and is abundantly shown in Mr. Binney’s argument in that case, at pages 146, 155 to 161, note. See a contrary view of the points at page 179, note to the argument of Mr. Cadwallader, for the plaintiff. Mr. Justice Story, in 2 Howard 192, mentions that the Baptist Association—the plaintiffs in 4 Wheaton, was not a corporation. See further on the subject of charitable uses in England, gifts to corporations for such uses, and the jurisdiction of the court of chancery over charitable uses, before the statute 43d Elizabeth; Attorney General v. Mayor of Dublin, 1 Bligh’s R. 312, 347; Incorporated Society v. Richards, 1 Drury & Warren, 258; 2 Mylne & K. 581; 2 Sand. Ch. R. 46, 50.