220 Pa. 450 | Pa. | 1908
Lead Opinion
Opinion by
Patrick Jeffers died August 24, 1903. On the 10th of that month he executed his will, its sixth clause being: “All the rest, residue and remainder of my estate, real, personal and mixed, I give, devise and bequeath unto St. Teresa’s Church, Broad and Catherine Streets, and St. Joseph’s House for Homeless Industrious Boys on Pine Street, share and share alike, provided however in case of my death within thirty days from the date hereof I give, devise and bequeath all my said residuary estate unto Most Rev. P. J. Ryan, Archbishop of Philadelphia, absolutely.” The appellant, who is the sister and sole heir at law of the testator, brought this ejectment for the possession of five pieces of real estate to which the appellee claims title under the foregoing clause of her brother’s will. As it
"Whether the appellee should become the residuary devisee of Patrick Jeffers depended upon the latter’s death within thirty days of the execution of his will. Upon his death during that period the devise to the appellee became not only operative, but was without condition. The devisee took absolutely, because the testator declared that he should so take, and he took as an individual, though designated and identified as the Archbishop of Philadelphia: ITodnett’s Estate, 154 Pa. 485. “ A gift will not be deemed charitable merely from the nature of the professional character of the devisee: ” 1 Jarman on Wills, 193.
If the testator had survived for one calendar month from August 10, 1903, his estate would have passed to the charities named. While he could not have given it to them by a. will executed within that period, he could give it by one intelligently executed within an hour of his death to whom he pleased, if not then fettered with uses forbidden by the statute. It may be conceded that the hope and expectation of the testator were that if his charitable disposition of his estate should fail by his death within thirty days, it would still reach the charities through the devise to the appellee, but he gave no expression to such hope and expectation and annexed no condition to his devise. "Whatever may have been the wish or expectation of the testator, the devisee is not bound by any secret trust to carry it out, but is free to dispose of the property as he pleases: Rowbotham v. Dunnett, L. R. 8 Ch. Div. 430. There could have been no understanding, express or implied, between the testator and the appellee as to what should be done with the devise, for the latter had never known nor heard of the former before his death. If the devise to the appellee had been the result of an understanding between him and the testator, that it was to be in trust for the charities
From the clearly indicated intention of the testator that the two charities named should take his residuary estate, if he survived for thirty days, and from what the appellant with much force says was his manifest attempt to evade the act of 1855, by giving it to the appellee, in confidence that his wishes would be carried out, taken in connection with the testimony of the appellee, we are asked to say that the devise is not to him absolutely as an individual, but is impressed with a trust for religious and charitable uses, making it void under the statute. The appellee, called by the appellant as on cross-examination, testified with great frankness. The substance of his testimony, upon which reliance is placed for the contention that he took the devise impressed with the trust, was that he is the official head of the Roman Catholic Church of the Philadelphia diocese;' that as such official head he directs.the management of its organization and conducts its business; that he looks after its properties, trusts and charities; that as the official head of his church in his diocese, he holds title to St. Teresa’s church, a religious institution, and to St. Joseph’s House for Homeless Industrious Boys, a religious charity; that though these titles are not nominally held in trust by him, they are virtually so, because they are for the benefit of religion and the people; that if money is left to him absolutely, he can keep it, but, as a bishop, on his conscience and before God, he ought to use it as he believes the dying man would
But what is the appellee’s conception of his legal rights under the devise 2 "While avowing the moral right of the charities to what was devised to him, and his moral obligation to give it to them, he does not misunderstand his legal rights, but knows that they involve no legal duty to the charities named, or to anyone else. He testifies: “ The law does not impose on me to give $10,000 which I receive, without any qualification by a will. I have it, it is mine. Then comes in another law, higher law, which says, ‘ You have received that money, you can keep it, the state has no right to interfere with you, in natural justice it is yours, but you are a bishop and you have the care of the poor and the afflicted, and you ought to use it as the moneys intended for their benefit, — though it is not mentioned in the will. ... I received the money as in this will case. It is mine, I can use it as I please, as far as the law is concerned, and there is no prohibition, legally or otherwise— that is, by law, no ecclesiastical law, but if I have reason to believe that this man, as I did not know him, never heard of him before, has left me this money, whatever it is, for some good purpose, and because I am a bishop, then my personal conscience — it might not influence other bishops — but my personal conscience, if it is at all sensitive, would suggest to me that large sum of money or property was left To you for no personal reason; it must have been left to you as a bishop for some good purpose. Then I take that money or that property, the value of that property, and I put it into a fund which I have for religious and charitable educational or other
The court below, in an opinion by its learned president judge dismissing the motion for a new trial and discharging the rule for judgment for the plaintiff non obstante veredicto, sustained appellee’s title to the properties devised to him on the authority of Schultz’s Appeal, 80 Pa. 396, and Hodnett’s
In Schultz’s Appeal, a testator, -wishing to bequeath his estate to charitable uses, was told by the scrivener who wrote his will that the charitable bequest would be invalid if hie should die within a month, but that he might give his estate unconditionally to some person whom he could trust to carry out his wishes. Yealde, a bishop of the church to which he belonged, was named, and an absolute bequest made to him. The testator died within a month, and Yeakle, being informed of his death and wishes, stated he would carry them out. In holding that there was nothing in the circumstances to fasten a trust on the legatee, and that the bequest was not within the act of 1855, we said, through Mr. Justice Shakswood : “ The very able and exhaustive opinions, as well of the auditor as of the learned court below, have relieved us from an examination of the English decisions upon the Mortmain act of that country. They undoubtedly throw a clear and strong light upon the question presented upon this record. They establish two positions: (1) That if an absolute estate is devised, but upon a secret trust assented to by the devisee, either expressly or impliedly, by knowledge and silence before the death of the testator, a court of equity will fasten a trust on him on the ground of fraud, and consequently the statute of Mortmain will avoid the devise if the trust is in favor of a charit}?-. But (2) If the devisee have no part in the devise, and no knowledge of it until after the death of the testator, there is no ground upon which equity can fasten such a trust on him, even though, after it comes to his knowledge, he should express an intention of conforming to the wishes of the testator. The latter proposition applies directly to the case now before us. Reuben Yealde, the legatee named in the will, was not present when the instrument was executed. He had no communication with the testator, directly or indirectly, upon the subject. The testator had long intended to leave his estate for charitable purposes. On his death-bed he sent for a scrivener, and expressed to him his wish to have his property so
In the foregoing case it was strenuously contended, as it is urged here, that the testator’s disposition of his residuary estate was a fraud upon the law and an evasion of the act of 1855, which ought not to be permitted; but as to this it was said : “It is urged, however, that this whole plan is nothing but a contrivance to evade the statute. No doubt such was the intention of the testator. It is said that it is a fraud upon the law, and that the bequest ought therefore to be declared void. But that overlooks the fact that the absolute property in the subject of this bequest has vested in the legatee, and that he is entirely innocent of any complicity in the fraud of the testator. If the statute is practically repealed by this construction, it is evident that it must be for the legislature to devise and apply a remedy, not the judiciary, whose province is not jus dare but jus dicere.” We have been referred to no case, and have found none, in conflict with this. Charitable bequests and devises- have been held invalid as being in evasion of the statute, but from an examination of the cases in which such evasion has not been permitted it will be found that the bequests or devises were upon a secret trust, assented to by the legatee or devisee, expressly or impliedly, before the testator’s death. If before the death of Jeffers this appellee had assented, expressly or impliedly, to a secret trust which the testator intended- to create, the devise -would be void under the statute. But there was no such assent and the case comes within the very words of the concluding paragraph of the opinion in Schultz’s Appeal.
In Hodnett’s Estate the testatrix gave one-half of the residue of her estate “ to the-Pastor of the St. John’s R. C.- Church of Altoona, Pa.” In reversing the court below and sustaining the auditor, who'had awarded one-half of the estate to-the pastor of the church, we said: “There is nothing in the will to indicate that the bequest is, or was ever intended to be,- in trust for any religious or charitable use ; nor is there, dehors that instrument, a scintilla of evidence of any such trust. The auditor says, in substance, there is no evidence that appellant was present when the codicil Avas executed, or had
The assignments of error are all overruled and the judgment -is affirmed.
Dissenting Opinion
dissenting :
The conclusion'of the majority of the court has been reached by regarding this controversy as a contest between a cestui que trust and the trustee. If this was a bill in equity in which the church and the charity named in the testator’s will were seeking to compel Archbishop Ryan to execute the trust and convey to them the estate devised to him, we would have another and altogether different question for adjudication. Even then, the archbishop would be a trustee ex maleficio if he accepted title to the property with an understanding that
The question here, however, is not between a cestui quetrust and the trustee, nor does it involve the right of a cestui que trust to enforce the provisions of a trust against a trustee. The question is whether the devise to Archbishop Ryan was in fact to him individually, or to him as trustee for the church and charity primarily given the property in the will, and therefore made to him individually to evade the Act of April 26, 1855, P. L. 328. In other words: Did the testator devise the property in question to Archbishop Ryan, to be held and disposed of as his own individual property, and did the latter accept such title to the property; or, in order to evade the act of 1855, did the testator devise the property to Archbishop Ryan and he accept it, to be held and used by him o'n a secret trust for St. Teresa’s church and St. Joseph’s House for Homeless Industrious Boys, the church and charity named as beneficiaries in the clause of the testator’s will in which the alternative devise and bequest is made to the archbishop ? If the archbishop, under the circumstances, did accept the property as trustee, is the devise void under the act of 1855?
The effect of this decision is that this court is powerless to declare invalid a devise or bequest by a testator made to evade a law of the commonwealth. The will of the testator discloses bn its face such intention, and the devisee declares under oath that he will apply the devise to the purpose clearly indicated in the will, which is absolutely and positively forbidden by the act of 1855. The majority opinion concedes that in making the devise the testator manifestly intended to evade the act of 1-855. This court declared a testator had a like intention in using a similar clause in a will in the very recent case of Corr’s Estate, 202 Pa. 391. The opinion, however, sustains this palpable evasion of the statute because the devise, as the opinion alleges, is made to the devisee absolutely and not in trust for the charitable purposes named in the will. The effect of the ruling is, as I conceive, that a party may perpetrate a conceded fraud upon the law and invoke the aid of the court to enforce
The clause in the will which gives rise to the controversy is as follows : “ All the rest, residue and remainder of my estate, real, personal and mixed, I give, devise and bequeath unto St. Teresa’s Church, Broad and Catharine streets, and St. Joseph’s House for Homeless Industrious Boys on Pine street, share and share alike, provided however in case-of my death within thirty days from the date hereof, I give, devise and bequeath all my said residuary estate unto the Most Rev. P. J. Ryan, Archbishop of Philadelphia, absolutely.” The act of 1855 avoids.a devise or legacy “ to any person, in trust for religious or charitable uses ” if made within one calendar month of the testator’s death, and escheats to the commonwealth all property “ held contrary to the intent of this act.” Here the death of the testator occurred within a month of the execution of the will.
Read in the light of the conceded facts, the devise in the will shows on its face a manifest intention by the testator to dispose of the residue of his estate in violation of the act. The testator was, at the date of his will and of his death, a member of St. Teresa’s Catholic church. The devisee is the “ Most Rev. P. J. Ryan, Archbishop of Philadelphia.” Such is his official title, and he is the official head of the Roman Catholic Church of the diocese of Philadelphia. He testifies that he directs the management of the church, and “looks after its properties, its trusts and its charities,” He is the official head and holds title to the properties of St. Joseph’s House for Homeless Industrious Boys, and of St. Teresa’s church. It appears from the archbishop’s testimony that “ bishops hold property in trust,- but the property held in which the term in trust is not used, but virtually all the-property is in trust because personally .the bishop never purchased it, the people purchased it, it belongs to the -people, and therefore whether the term in trust is used or not, that virtually it is in trust, so that if any of the property there mentioned was left to me, it was left in that sense in trust and held by me in trust either nominally, as is mentioned, and before the law or virtually as I have mentioned it, still it is in
The will, therefore, read in the light of these facts, shows conclusively that the residue of the testator’s property was devised to the archbishop with the intention, and the devisee so understands, that it shall be held and used for the church and charity named in the will. It will be observed that the testator was familiar with the provision of the act of 1855 which avoids devises made to religious and charitable uses within one calendar month of the death of the testator. This appears from the will itself. lie manifestly had taken legal advice prior to making his will as to how he could legally give his property to his favorite charities and not offend the act of 1855. The primary gift is to the church and the charity, thereby indicating his desire that they should have his property. Realizing that this gift might be defeated by his death within thirty days, he provides for the contingency by devising the property to the official head and manager of the church and the charity, who also holds the title to all the property of both institutions. Being a member of the church and familiar with its discipline and the oath of the archbishop, the testator well understood, what every reasonable, sensible man would understand, that an alternative devise to the archbishop, primarily given the church and charity, would be held in trust for them by the devisee. He designates in the will the church and the charity as his favorite beneficiaries, thereby expressing his desire that they should have his property. He then resorts to the only means known to him to give them the property, if his direet devise to them should by any means fail. It is, therefore, apparent on the face of the will that the testator, in making the alternative devise to Archbishop Ryan in his official capacity as the head of the testator’s church, unquestionably intended that the property devised should be held for the use of the church and the charity. On the other hand, .the archbishop frankly concedes that he holds the property in trust for them. This is required by his oath as bishop and by the canonical and ecclesiastical law of the church. The archbishop himself testifies that if the property “ is absolutely in his name, he is obliged by his office of bishop
Schultz’s Appeal, 80 Pa. 396, and Hodnett’s Estate, 154 Pa. 485, are cited and relied upon by the majority of the court. Neither of these cases, as I conceive, sustains the position. In Schultz’s Appeal the devise was to an individual by name, who was the bishop of the Evangelical Association. The devisee was a relative of the testator. He, however, unlike Archbishop Ryan, had no control whatever over the property which belonged to the various charities of the church, nor did his oath of office or the discipline of his church require him to hold property, devised to him absolutely, for the use of the charities of the church. In Hodnett’s Estate, the bequest was “to the pastor of the St. John’s R. O. Church of Altoona, Pennsylvania.” It was held that, in the absence of any evidence of
O’Donnell’s Estate, 209 Pa. 63, is a recent deliverance of this court on the subject under consideration. The gift was “ to Rev. Richard Kennahan, or his successor, of the St. Matthew’s church, of Conshohocken, Penna., for the purpose of saying masses for myself, my now wife, Ellen, and my deceased wife, Mary.” The testator died within thirty days of the date of the will. The legatee contended that the bequest was a personal one to him as compensation for services to be rendered, and, therefore, was not within the act of 1855. Tie, like the legatee and the majority opinion in the case in hand, cited in support of his contention ITodnett’s Estate, and the statement in Jarman on "Wills that “ a gift will not be deemed charitable merely from the nature of the professional character of the devisee.” The circumstance referred to in Schultz’s Appeal, 80 Pa. 396, that the legatee had no knowledge of the bequest until after the death of the testator was also invoked to support the contention of the legatee. This court, however, declined to sustain the bequest to the Rev. Kennahan and, as stated in the syllabus, held that “ while a gift to a legatee by name will not be held to be for a religious or charitable use merely from the professional character of the legatee, yet if it was to him in such character and for such use, the fact that it was to him absolutely and by name will not protect it from the operation of the act of 1855.”
The decisions in other jurisdictions, like our own, condemn secret trusts created for the purpose of evading such legislation. In an extended note to Gore v. Clarke, 20 L. R. A. 465, reviewing the cases on “ gifts by will as affected by promises made to the testator, and by secret trusts,” the editor, citing the English cases on gifts for charity, says (p. 4T3): “ From the cases it may be gathered that if the will contains a sufficient expression of the testator’s intention to make the devisees trustees, and the claim is made against them upon the ground that the trust is ineffectually disposed of, and it is alleged that there is a trust void as against the policy of the law,
In a recent leading case in New York, Fairchild v. Edson, 61 Am. St. Rep. 609, the court of appeals of that state held that a “secret trust having for its object the circumvention of the statute prohibiting a devise or bequest to religious or charitable societies within a tiine specified prior to the death of the testator is void, and the trustee may be declared to hold the property for the next of kin of the testator.” In that case, speaking of the promise necessary to create a trust, Mr. Justice Babtlett, delivering the opinion, said (p. 619): “ The express promise in words is not necessary — silent acquiescence and tacit consent have all the force and effect of a promise solemnly made in the presence of witnesses.”
In Gore v. Clarke, 20 L. R. A. 465, it was held by the supreme court of South Carolina that a devise intended to evade the provisions of a statute, although on the face of the will an absolute gift to a stranger, will not be upheld merely because the devisee had no notice during the testator’s life of the secret trust intended. In the opinion by Pope, J., it is said (p. 476): “If he (the devisee) should disregard this palpable intention of his benefactor (not communicated to him in the lifetime of the testator), he would be lost to all shame. If he should regard it, and execute it, he thus contravenes the positive laws of his country, forbidding such a course. Under our view of the law, he shall not be required to elect either course.” The court declared the trust void because it was an attempted evasion of the statute, and relieved the devisee from his embarrassing position.
¥e are not without direct authority to guide us in the interpretation of a devise of this character. It is the unanimous judgment of the supreme court of Missouri in Kenrick v. Cole, 61 Mo. 572. In that case the tenth clause of the will is as follows : “ All the remainder, rest and residue of the estate, real, personal and mixed, whereof I shall die seised, entitled or possessed, including herein also everything which, though herein disposed of, may by lapse, or other failure in intendments of law be regarded as undisposed of, I give, bequeath and devise to Peter Richard Kenrick, of the city and county of St. Louis,
This decision is of the utmost importance and of far-reaching consequences. It in effect strikes down a statute passed more than half a century ago to prevent direct, as well as indirect, conveyances and devises to religious and charitable uses. It ignores the policy of the law as settled by the legislation of this state in several acts of assembly, notably the act of 1855 and the more recent Act of June 2, 1887, P. L. 298, requiring property devised or conveyed for religious uses to be taken and held subject to the control of the lay members of the society. Speaking of the purpose of the act of 1855, Chief Justice Lewis said in Price v. Maxwell, 28 Pa. 23, 33 : “ But it was apprehended, from experience in England, that persons on their death-beds might make large and improvident dispositions, even for these good purposes, and defeat the political end of the statutes of Mortmain. It was therefore provided by the statute of 9 George 2d, ch. 36, that ‘ no lands or tenements, or money to be laid out therein, should be given for or charged with any charitable uses whatsoever, unless by deed executed twelve calendar months before the death of the donor.’ This statute has been uniformly construed by the English courts of law and equity so as to give it its full force and effect; and by no means to gime way to those disgraceful subtleties which by degrees overturned the former Mortmain acts.
I would reverse the court below and hold that the devise in question was within the act of 1855, and therefore void.