180 P. 572 | Or. | 1920
Lead Opinion
This suit is not brought to correct an alleged mistake in the will of Samuel P. Sturgis. The plaintiffs claim that the testator made a perfect will, making it the beneficiary, and allege that defendants claim a different interpretation, whereupon it asks that the true purpose and intent
The remark of Tindal, C. J., in Clarke v. Ludlam, 7 Bing. 279, is one of universal application:
“I agree in the necessity of adhering to general rules in the construction of wills and other instruments. It is expedient that such rules should be held sacred, because they withdraw the decision from the discretion of the individual judge, and pre*507 vent him from pursuing his own views of each particular case. And there is less inconvenience in the hardship which may sometimes be occasioned by a strict adherence to the rule than in the confusion which must follow on departing from it.”
• One of these rules is this: Where the language employed in the will is clear, and of well-defined force and meaning, extrinsic evidence of what was intended in fact cannot be adduced to explain, qualify, enlarge or contradict this language, but the will must stand as written.
Applied to the concrete case, if there was in fact in Pendleton, Oregon, a library of the Commercial Association of Pendleton, extrinsic evidence cannot be introduced to show that the testator intended that “The Pendleton Public Library” was to be the beneficiary. The pivotal question in this case, therefore, is: Was there in existence at the time this will was executed an organization known as the “Commercial Association of Pendleton,” and did it own a library? If these two facts existed they settle the contention in favor of the plaintiff. If either is wanting, then it will be proper rather than the bequest should be allowed to fail because of an equivocal description, for the court to seek in extrinsic evidence an interpretation of the testator’s intention.
Thus, In re Taylor, 34 Ch. D. 255, where the testator devised property to “My cousin Harriet Cloak,” when in fact a cousin of that name had been married and no longer bore it and there was another Harriet Cloak, the wife of a cousin of the testator, parol evidence was admitted to show that the latter was the person for whom the legacy was intended.
And in Gilmer v. Stone, 120 U. S. 586 (30 L. Ed. 734, 7 Sup. Ct. Rep. 689, see, also, Rose’s U. S.
On the other hand, if there is in existence a party of the name designated in the will, extrinsic evidence will not be admitted to show that another party with a different though closely similar name was intended.
Thus in Tucker v. Seaman’s Aid Society, 7 Metc. (Mass.) 188, where one Nathaniel Tucker gave a legacy to “The Seaman’s Aid Society in the city of Boston,” another society,- “The Seaman’s Friend Society,” in the same-city claimed the legacy and offered evidence to prove that the testator had no knowledge of the existence of the society named in his will; that he knew of the existence of said other society, was deeply interested in its objects, and had contributed to its funds and had frequently expressed a determination to give it a legacy; that, he directed the scrivener who wrote his will to insert the legacy, as made to said society; that the scrivener, not knowing the existence of said society, told the testator that the name of the society was the “Seaman’s Aid Society” and the testator thereupon submitted to having that' name inserted. The Supreme Court held the evidence to be inadmissible and sustained the bequest as it appeared in the will. The opinion of Chief Justice Shaw completely covers every phase of the proposition -here discussed, and it is unnecessary to cite other precedents.
It being conceded in this case, that when the will was executed there was in existence in the City of
“If, from any cause, said Commercial Association of Pendleton ceases to exist for a period of three years, then all said five thousand dollars shall revert to my estate.”
This is not the language of a man making a gift to the general public. If the Commercial Association was not the ultimate party to be benefited, why make the bequest contingent upon the continued existence of that association. If a testator makes a bequest in favor of A., it would not be unnatural that he should provide that in case of A.’s death, the money should revert to the'testator’s estate, but if the bequest should be made to A. with the provision that it should revert in case of the death of a stranger, the sanity of the testator would be questioned.
Here the bequest is a Siamese twin to the Commercial Association. It dies with it or at least as soon thereafter as the lapse of time has demonstrated that the association is dead beyond revival. To the writer this is strong evidence that the ultimate benefit of the bequest was intended for the Commercial Association, and that while no doubt the testator expected and hoped the people of Pendleton would share in that benefit, he expected that benefit to flow through the channel of the Commercial Asso
The capacity of the Commercial Association of Pendleton to found a library being established, we now advert to the testimony relative to the actual existence of such a library at the time the will in question was executed. The first mention of a library in connection with the work of the Commercial Association, is found in its minutes of March 24,
The discussion may have had some effect for on April 3, 1894, we have a statement in the address of Colonel Boyd, President of the Association, to this effect:
“In addition to all this a cabinet has just been placed in the middle room of the Association for the reception of books and periodicals, which it is desired to present, thus making a beginning for a library which is much needed in the city. Mr. C. S. Jackson has lately donated to the Association- complete files of the Congressional Record for several years past and up to date, together with many valuable books for which he has placed this Association under obligation.”
So far as the testimony shows, this donation of Mr. Jackson was the first thing beyond mere talk that occurred in the direction of establishing a public library in Pendleton, and it seems fair to assume that the books given by him were intended to become the property of the association. That he hoped and expected from this little beginning and the efforts of himself and others a library would develop which would, under the management of the association, be valuable to the association and of use to the general public, is apparent from his testimony, and while he perhaps did not give a thought as to where the legal title to the books presented by him would technically vest, it is plain he regarded the association as the donee.
On March 27, 1894, Judge Fee, in an interview with a reporter of the East Oregonian newspaper, urged the formation of * a public library in Pendleton, under such auspices as should secure permanency, and suggested tentatively that the Commercial Association should take the matter up and devote a certain sum to the support of it as well as to the augmentation of the volumes upon the shelf. He suggested that no member then active in the organization would be any the less attracted to the rooms of the association, and that no doubt many others would become members because they would, then know that the fees and dues would go to the support of an institution which was broad and reaching out to build up the community in a literary as well as social and business way. If the association could not do this, then he suggested that some other nonsectarian institution, which all citizens might join with in building up a creditable library, should undertake the work. The suggestion was approved editorially as one which should be acted upon to the end that Pendleton might have a public library.
On March 31, 1894, a social organization known as the “Columbian Congress” held a banquet, at which the sum of $75 over expenses was realized and at the motion of Judge Fee this sum “was turned
On May 1, 1894, the library committee reported to the association that they had secured subscriptions in the sum of $600 and asked the association for instructions in regard to the plan of carrying on the library work. They were given a vote of thanks and directed to formulate a plan for carrying on the library and directed to report at the next meeting.
On May 4 or 5, 1894, a library festival was held in aid of the library., In the papers of that date the event is spoken of as having been brought about by the labors of the “ Commercial Association Library Festival Committee, Messrs. Fee, Mellis and Failing.” The testator, Mr. Sturgis, presided and about $1,700 in money and books was subscribed. The newspaper article congratulated the city on the fact that Pendleton had a library promised and the means of securing it assured.
At a meeting of the association on June 12, 1894, it was moved and carried that the secretary be instructed to prepare an amendment to the by-laws making the library committee a permanent one, but there is no record that this was ever done.
On November 6 and December 4, 1894, the committee reported progress and on January 9, 1895, reported the purchase of books and the preparation of shelves. On February 12, it was moved and carried that the library be insured for $1,000. On March 5, 1895, “it was moved and carried that members of the association pay no fees or dues to the library in ‘’consideration of the association bearing its expenses, and at the same meeting it was ordered that the library committee be empowered to
On March 9, 1895, rules and regulations governing the control of the library were promulgated by the library committee. These rules, as a whole, are similar to those governing all public libraries but contain provisions, which, standing by themselves would seem to rather favor defendant’s contention that the Commercial Association was merely the'host so to speak of another association called the “Library Association.” The rules are entitled, “Library Bules and Begulations under which books may be read and taken from the rooms.”
The provisions above alluded to are as follows:
“1. The Commercial Association agrees to furnish a room for library purposes and a room in which members of the Library Association may read during the afternoon of each day from two o’clock until five, except Sundays, legal holidays and days upon which special meetings of the Commercial Association may be called, and to furnish lights, fuel and a supply of current literature for library purposes, and to pay a librarian for caring for said library, and as a consideration for the benefits of the library the members of the Commercial Association, both active and honorary, who are in good standing, shall be entitled to membership in the Library Association, without the payment of any additional dues or fees.
“2. Any person of good moral character and deportment shall be entitled to membership in said Library Association upon the payment of $2.50 initiation fee, and 25 cents monthly dues payable monthly in advance.”
Judge Fee, who took a prominent and perhaps the leading part in procuring subscriptions of money
“Q. Then the minutes of March 6, 1900, * * appears: ‘President Pee appointed the following committee, Library committee, Guernsey, Boyd, Poster, Lowell and .Smith,’ Would you say that was true?
“A. Yes, sir; I think possibly that is true but that is nearly six years after the library was founded, Colonel, however, being President of the Association didn’t change my views as to the. Sturgis books and didn’t change my views that the Commercial Association did not own that library, but that it belonged to the people of the city of Pendleton who had paid for it.
“Q. After that was your view of it, or if that was your view of it, why was it being conducted and under what arrangement was it being conducted by the Commercial Association?
“A. I have explained that, Colonel, we got together and as the result of a conversation between myself and Mr. Sturgis the movement was started and after it had gotten along further and it became a thing to be dealt with on behalf of the public, the committee was appointed to solicit funds and it was then understood that the library belonged to the people and was to be a public library and that at Mr. Sturgis’ suggestion, as I recall it, the contract I*516 mentioned and the rules and regulations were prepared. Now as I intended to say, if I have not said it, Mr. Sturgis was a man of wide business experience and lest there should be any misunderstanding with the people who had originated the founding of the library he suggested that a contract be prepared, which I think was prepared and which was signed. As to the legal matters, whether myself and the other members on the library committee could enter into a contract with the Association at that time on behalf of the public is a question for the court. I thought we had that power and that is the capacity in which we were undertaking to act.
“Q. It is your contention there was a contract in existence between some one representing the Commercial Association and some one representing the general public whereby this arrangement was entered into ?
“A. That is my recollection of having dictated that contract to Mr. Wheeler and that it was signed at the same time that the rules and regulations were dictated to go with that contract, and I think I stated in my remarks at the hall in 1908 at the time the library was transferred to the city hall, that the Commercial Association agreed to furnish rooms, light, janitor and librarian service and for that the members of the Commercial Association became members of the Library Association and other persons were required to pay two dollars and a half under the rules to become members of that Association, and to pay a monthly due of twenty-five cents for access to the library and that that is the way in which I have always believed that the two independent organizations existed, one representing the Library Association and being the Library Association which was the committee in the Commercial Association, and the Commercial Association itself being the other party.”
No contract of the character mentioned is found in the papers of fhe Commercial Association and Judge Fee kept no copy; neither is there anything
It is difficult to see how the committee of the Commercial Association could contract with itself, or how any officer of the association could contract for the association without express authority and evidence of the making of such a contract would, at best, be only valuable as indicating the idea and intent of persons active in the matter, as to who were the real owners of the library. The same may be said as to the testimony of the many witnesses introduced, as to their understanding of the situation when donations for the benefit of the library were made.
A large number of witnesses who were in a position to know, including officers' and charter members of the Commercial Association, and the widow of the testator, testified that their understanding had always been that the library was the property of that association. A less number, though with equal means of knowledge, testified that their understanding was that the library was the property of the peo
No one seems to have expected that the library would be a free library in the sense that everyone could have the use of it without money and without price, and, although from the beginning the rules promulgated required the payment of a membership fee and dues, we hear of no objection to this requirement.
There were no officers or agents of the library selected by the public, or any association of the public, except the Commercial Association. It appointed the library committee and the librarian and reports were made to it. It insured the books. If it was not the owner of the legal title it is difficult to say where that title was lodged. It could not reside in the committee appointed by the association, nor in the librarian who took care of the books, nor the janitor who swept the rooms and dusted the shelves. It was not in the persons who contributed the money to purchase books, or in those who donated books; each one of these, when he made his contribution
We conclude that at the time the testator made the will in question, there was in the City of Pendleton a library owned by the “Commercial Association of Pendleton,” and that it was the intention of the tes
But it is useless to speculate upon tbe motives which may have influenced tbe testator in making the bequest. There was in existence in Pendleton a library of tbe character described in the will and that fact being ascertained, it follows as a necessary consequence that we cannot divert tbe bequest to some other institution. It is very probable that were tbe testator making bis will to-day, or if it bad been made in 1908, tbe present library of tbe City of Pendleton would have been tbe benficiary, but we are dealing with tbe situation as it appeared to tbe testator in 1896, and viewing that situation in tbe light of tbe evidence we are of tbe opinion that tbe
Concerning the propriety of removing the library from the rooms of the association to the city hall and thereafter to the Carnegie Library building, we express no opinion. Perhaps these removals were the best that could have been done under the circumstances, and it is possible that if the last removal had been made openly much of the exasperation and ill-feeling, which has crept into this contest, would have been avoided.
We find that the Commercial Association of Pendleton is entitled to the custody of the books removed from the Commercial Association’s rooms to the city hall, and to all books since purchased with funds from the Sturgis bequest.
The fact that the association consented to the removal of the books to the city hall does not, from the evidence, appear to have been a gift or a relinquishment of title, but a mere expedient to place the library in a place where it would be more accessible to the public, and the fact that since that time the Commercial Association has not interfered in its management,' must be referred to the conditions under which the books were obtained in the first place. There is no convincing, if indeed any, evidence of an intent on the part of the association to make a gift of these books to the City of Pendleton, and under the circumstances there was no necessity for it to interfere in the management of the library in its new location.
A case similar in principle is that of Catlin v. Lyman, 16 Vt. 44, in which it is provided that the maker of a promissory note would pay the sum stated in ten years “with annual interest,” and on behalf of the maker it was contended that the word “annual” used as an adjective was intended to modify interest, and meant only the computation of interest by annual rests, and that 'the whole amount, principal and interest, did not become due until ten years from date; but it was held that the contract would not be so construed, but that “annual interest” in legal contemplation was the same as if written “interest annually,” and that the interest on the note was due and payable each year.
The same principle seems applicable here, and was evidently so understood by the trustees who honored the requisition of the library committee for books, until a misunderstanding arose to which we shall presently advert. We conclude that it was the duty of the trustees to apply the income of the fund annually to the needs of the library so long as it should be maintained by the association, or until it had ceased to exist. This conclusion suggests difficulties and is one upon which courts might differ, but taking into consideration the general rule as to the vest
In addition to this he had learned from Colonel Boyd, his cotrustee, that about $400 of the library fund of the association had been transferred to the general fund and this impression, whether well or ill founded, seems to have created some distrust as to the proper application of the bequest by thé library authorities. It is due to the association to say that there is no direct evidence that the conversion ever took place or that if it did it was' in any way a breach of trust or of its professions to those who had aided in building up the library.
There is one transaction which, unexplained, probably impressed the mind of Colonel Boyd and after-wards, when he reported it to Judge Fee, also raised
In any event we are satisfied that he did not act in bad faith but upon his honest convictions and with the intent to carry out the desires of the testator, as he understood them. This has not been so plain a case that this court has been able to decide it at first blush or indeed except with the most careful deliberation, and the trustee — with one part of the community demanding the application of the fund to one library, and another group of citizens to another — ought not to be mulcted in costs because he
The decree will .therefore be modified in so far as it provides for the recovery of costs from the defendant, and with the exception of the two modifications above referred to, the decree will be affirmed and the defendant directed to apply the accumulated surplus of the fund to the purposes of the library of the Commercial Association of Pendleton.
Modified.
Rehearing
Former opinion modified June 15, 1920.
Petition for Rehearing.
(190 Pac. 339.)
On petition for rehearing. Former Opinion Modified and Rehearing Denied.
Messrs. Raley & Raley, for respondents and for the petition.
Mr. James A. Fee, Mr. R. W. Montague and Mr. Stephen A. Lowell, for appellants, and also for the petition.
Department 1.
This being the case, it is the part of prudence to act with reference to conditions as they are, rather than to attempt the impossible task of enforcing the technical terms of the will. We say impossible, because the will substantially provided that the accumulations of the fund should be expended annually, and, owing to this controversy as to who was the beneficiary, such expenditure was halted; the accumulations were not expended annually, or at all for several years; hence the large sum now on hand.
We are of the opinion, under the circumstances, that it would be to the best interest of the library fund to add these accumulations to the principal, with certain deductions hereafter mentioned, and to treat the whole amount so accruing as principal, and apply the income thereafter arising annually to the purchase of books and supplies for the library'. This course will furnish a larger annual income for the use of the library hereafter, and seems to us a much better business proposition than putting the whole sum now on hand immediately into the purchase of books.
From the accumulated income now on hand, it will be directed that $1,200 be applied during the current year, ending December 30, 1920, for the purchase of
This disposes of the case, and we trust the animosities that this controversy has engendered will now be laid aside, and that all parties to it will work together to make the bequest of Mr. Sturgis an instrument of good in the community which' he so generously remembered in his hours of sickness and in the shadow of impending death.
Former Opinion Modified and Rehearing 'Denied.