67 N.J. Eq. 652 | N.J. | 1905
The opinion of the court (the foregoing statement of the case being made) was delivered by
1. Words seemingly appropriate to a condition only may introduce a covenant, a condition or a declaration of trust, and the whole of the clause submitted to investigation must, in form and scope, be considered, in order to determine within which class it should fall.
“Provided always,” which Blackstone, in his Commentaries, Boole 8, *899, mentions as typical words of condition, may, either alone or with other words, be found introducing reciprocal covenants in agreements, as in 1 Bythe. Conv. (Jarman’s ed.) 90, 93, 97, 101, &c.; or conditions of re-entry in leases, as in 4 Bythe. Conv. 358, 422, 434; or of defeasance in mortgages, as in 5 Bythe. Conv. 238, 247, &c.; or declarations of trust or powers affecting trusts, as in 9 Bythe. Conv. 129, 141, 205, &c. The words employed by the draughtsman of the deeds of conveyance under examination are “on condition,” “on further condition,” and although these also are words appropriate to conditions in deed (Litt. Ten. § 238), there are not wanting in our own reports illustrations of a wider use. Thus, in Woodruff v. Woodruff, 44 N. J. Eq. (17 Stew.) 249, 350, 353, 354 (1888), the complainant’s deed contained these words:
“Provided, nevertheless, and upon the following condition, that if the said grantor, A. D. W., shall survive the said grantee, P. H. W., he, the said grantor, shall have the right, within eighteen months after the death of the said grantee, to purchase back again all the right, title and interest*660 in said farm ‘Oaklands,’ hereby conveyed, at a valuation to be then made by two disinterested persons, one of whom shall be selected by the legal representatives of 'the said grantee, and the other selected by said grantor, and in case of a disagreement the persons so selected may choose a third person.”
This was held to be a covenant, the court stating the guiding-principle of construction, and citing 2 Pars. Cont. *511, and 4 Kent. Com. *132. In Woodruff v. Trenton Water Power Co., 10 N. J. Eq. (2 Stock.) 489, 492, 507, 508. (1856), the deed under consideration contained this clause:
“Subject, nevertheless, to the proviso, that if the said main raceway shall not be made on the said premises in conformity to the act incorporating- said company the said lands and premises shall revert to the said G. W., his heirs and assigns; and also that,” &c.
The chancellor concluded that this clause was a condition, saying: “There are no covenants in this deed on the part of the grantees. * * * The language in the deed is appropriate to create a condition, and, as if to avoid any doubt, the legal consequences of a breach or violation of the condition is inserted;” and he cited Bouv. Dict., Tit. Proviso; Co. Litt. 216. Thereupon he held that equity would not enforce the specific performance of a clause in a .deed, the non-performance of which would work a forfeiture of the estate. On appeal, the decree was unanimously affirmed in this court, without an opinion. In Mills v. Davison, 54 N. J. Eq. (9 Dick.) 659, 662, 664, 665 (1896), the deed of gift embraced this clause:
“With this express condition and limitation that neither the said party of the second part, nor their successors, shall at any time sell, mortgage or in any way convey the said land and premises, or any part thereof, and that no building shall be kept, maintained or erected thereon except for the purpose of public worship and teaching in accordance with the usages, rites and ceremonies of the Protestant Episcopal Church in the United States of America, and also except the proper outbuildings appurtenant thereto.”
This court, reversing Mutual Benefit Life Insurance Co. v. Grace Church, 53 N. J. Eq. (8 Dick.) 413, decided that the clause created a trust, not a condition, saying, by Justice Depue,
2. All of the words used in the clause in question being considered, and the absence of words of determination or reverter being noted, the intent of the parties, to be exercised as permitted by the principles of law, will be best subserved by holding the clause to be a declaration of trust.
Examining the deeds in the light of the authorities, we find no words whereby either party binds itself to the other for the doing or not doing of a particular thing, or for the existence or non-existence of a particular state of facts, and for breach whereof the party bound should be answerable in damages, hence we have no difficulty in concluding that the words are not words of covenant. See Bouv. Dict., Tit. Covenant; 3 Blacks. Com. *156; Woodruff v. Trenton Water Power Co., 10 N. J. Eq. (2 Stock.), at p. 508.
Ee-examining the deeds, we find no words of forfeiture of the estate given, or conferring a right of re-entry as for condition broken. These words are commonly found in well-drawn conditions. See Litt. Ten. § 331; Woodruff v. Trenton Water Power Co., supra; Southard v. Central Railroad Co., 26 N. J. Law (2 Dutch.) 13 (1856); McKelway v. Seymour, 29 N. J. Law
There remains, then, only the conclusion that the deeds embody and declare limitations in trust. To such conclusion, we are pointed by Tyssen, in his work on Charitable Bequests (p. 508), in these words:
“A trust may be raised by a gift upon condition of doing a certain tiling, even when followed by a gift-over, if the condition be broken. * * * The tendency in early times was to treat such a limitation as a conditional gift; the tendency in modern times is to treat it as a trust.”
To such conclusion wc are led by our own decision, in Mills v. Davison, supra, and in such conclusion we are strengthened by the eases which Justice Depue, in Mills v. Davison (at p. 665), has so skillfully arrayed. The lawful intent of the parties to the original conveyances will thereby be most fully subserved.
3. The trust thus declared is evidently one for the public worship and instruction of an indefinite number of persons according to Presbyterian faith and polity. Nevertheless, there are other provisions which we do not overlook, but whether they bo essential or accidental we do not now determine.
It is obvious, however, that one sufficiently interested in religious things to become the donor of a church, manse and lands, would wish to make the donation of-the most lasting value, and, to such end, would do all that in his judgment could secure the prosperity of the church on its material side, draw men within the reach of its worship and work on the spiritual side, and promote the purity and power of its worship and instruction. To such end were framed those provisions of the trust which have respect to the repairs of the church and manse, the avoidance of liens thereupon, the name of the congregation and the pro
The trusts limited and declared in the two deeds under consideration are good as charitable trusts.
It was said, in Norris v. Thomson’s Executors, 19 N. J. Eq. (4 C. E. Gr.) 307, 312 (1868), that.the statute of charitable uses (1,8■ Eliz. c. I,.) is not in force in this state, and the remark has been perhaps too freely quoted; nevertheless, its accuracy is, for the present, of but little concern. This court, in the same case on appeal (Thomson’s Executors v. Norris, 20 N. J. Eq. (5 C. E. Gr.) 489, 522) (1869), speaking by Chief-Justice Beasley, said: “I do not understand that there is any difference whatever between the common law of England and the law of
Lewin, writing of trusts generally (Lew. Trusts (7th Eng. ed.) 20), says:
“Public trusts and charitable trusts may be considered, generally, as synonymous expressions. * * * A public or charitable trust has for its objects the members of an uncertain and fluctuating' body, and the trust itself is of a permanent and indefinite character.”
Tudor, writing of charitable trusts especially, (Tud. Char. Trusts (2d Eng. ed.) 5-15), says of gifts within the statute of Elizabeth, or by analogy within its spirit or intendment, that they are gifts for the benefit of the poor, gifts for the advancement of learning, gifts for the advancement of religion, gifts for public and general purposes. Tj'ssen, -writing of Charitable Bequests (Tys. Char. Beq. 5, 6), speaks to the same effect, adding that many purposes have been held to be charitable which are not mentioned in the statutory list.
In Jackson v. Phillips et al., 96 Mass. 539, 566 (1867), Justice Gray says: “A charity, in its legal sense, may be more fully defined as a gift, to be applied, consistently with existing laws, for the benefit of an indefinite number of persons, either by bringing their minds or hearts under the influence of education or religion, by relieving their bodies from disease, suffering or constraint; by assisting them to establish themselves in life; or by erecting or maintaining public buildings or works, or otherwise lessening the burdens of government. It is immaterial whether the purpose is called charitable in the gift itself, if it be so described as to show that it is charitable in its nature.” Of this definition Mr. Perry, in his work on Trusts (5th ed.) § 697, has said that it leaves nothing to be desired; and the editors of 5 Am. & Eng. Encycl. L. (2d ed.) 894, and of 6
Measured by the definitions, English and American, the clauses of the two deeds under consideration create valid charities, but we are not left to generalities only. In Baldwin’s Executor v. Baldwin, 7 N. J. Eq. (3 Halst.) 211, 213 (1848), there was a devise of land, in trust, as the site of a building for a free school for the benefit of poor children, and a lecture-room for religious worship, and as the site for a dwelling-house to be occupied by the minister that might from time to time officiate in said room, the said lecture-room to be for the use of the denomination of Christians called Methodist Episcopal; and it was held to be a good charitable devise. In Trustees of Cory Universalist Society v. Beatty, 28 N. J. Eq. (1 Stew.) 570, 572, 575 (1877), there was a bequest of $12,000 to certain trustees, after they should have established a society of the denomination of Universalists, to be used “to employ a preacher of the above-named denomination,” and it was held to be a legal charity. In De Camp v. Dobbins, 31 N. J. Eq. (3 Stew.) 671, 672, 688, 696 (1879), there was a devise to the North Reformed Church of Newark, “in trust that they may use the same to promote the religious interests of the said church and to aid the missionary, educational and benevolent enterprises to which the said church is in the habit of contributing.” The second question considered in this court was whether this testamentary provision created a valid charitable use, and it was answered affirmatively. In Mills v. Davison, supra, there was a gift by deed to the rector, wardens and vestrymen of Grace Church, Westfield, incorporated by certificate pursuant to the Religious Societies Act, upon the “express condition and limitation" above set forth, and this court held that there was a valid charitable trust for public worship and teaching in conformity with the rites and ceremonies of the Protestant Episcopal Church. Under the doctrine of these cases, and the operation of the Religious Societies Act, as expounded in Morgan v. Rose, 22 N. J. Eq. (7 C. E. Gr.)
There are, however, trusts declared, which are to be executed by the Presbytery of Jersey City for similar charitable purposes, on failure of the primary trusts for the benefit of the Scotch Presbyterian Church; and, as under the circumstances of the case, these secondary limitations have come into plajr, they demand some further notice.
In the original deeds, we read:
“If the above conditions are not complied with on the part of the party of the second part hereto, the Trustees of the Scotch Presbyterian Church, the said premises are to vest in the Presbytery of Jersey City, and its legitimate Presbyterian successors, for Presbyterian religious púrposes, upon the same conditions aforesaid.”
Here wo have new or substituted trustees and secondary or shifting trusts.
The notion of a new or substituted trustee is well established in this state. The Trustees of the Presbytery of Jersey City were incorporated under' a statute which gave power to take and hold the church, manse and lands (3 Gen. Stat. p. 2759 §§ 120-124) 1 and the legal estate in the church, manse and lands was vested in the last-mentioned trustees by the two deeds of bargain and sale of the 26th day of April, a. d. 1900. Proper trustees and a legal estate in them are then easily found; the validity of the equitable estate or interest alone requires any discussion.
Whether uses were essentially the same as the -fidei commissa of the civilians, and when and how they were introduced into England and recognized by the common law, are questions which need not delay us. The curious may read the Inst, of Justinian Lib. 2 tit. 23; Corn. Uses *10, *14; Sand. Uses *3, *6; 2 Washb. Real Prop. (5th ed.) 412-416.
Suffice it to say that perhaps before, certainly soon after the enactment oí the statute of uses (27 Hen. VIII. c. 10), three forms of future use became known to the law. These were— firstly, contingent uses, taking effect by way of remainder (2
These springing and shifting uses were indestructible by any aot or assurance of the owner of the previous freehold (Lew. Perp. *123-*128), and were inalienable by any act inter vivos of the person in whose favor they were themselves limited (Corn. Uses *100), either because the law regarded them as possibilities only (Chal. Real Prop. *57, *58, *141, *142, *143), or because, as Gray states it (Gray Perp. § 114.), they were not vested. Through such qualities these executory interests tended to become serious clogs upon the free transmission of real property, and to hinder this tendency some measure of restraint was sought. This restraint was at length effected through the rule against perpetuities (see Lew. Perp. *130; Chal. Real Prop. *145); effected was it, at least, through that form of the rule which might be st.yled the “Rule Against Remoteness” (Gray Perp. § 140). That the rule has had, historically, an aspect or form adverse to present indestructible and inalienable interests, and another adverse to interests indestructible and inalienable because Ihey would not vest until a remote period, seems clear from the definitions collected in Bouv. Dict., Tit. Perpetuity, and 1 Perry Trusts (5th ed.) § 377; and that both forms of the rule have, rightly or wrongly, found a lodgment in our jurisprudence, ■ at least as to personalty, also seems clear from a perusal of Hartson v. Elden, 50 N. J. Eq. (5 Dick.) 522 (1892),land Stout v. Stout) 44 N. J. Eq. (17 Stew.) 479 (1888).
Here we should recollect that uses, modified and developed under the influence of the statute 27 Hen. VIII. c. 10 (Chat. Real Prop. *310) became the parent of the modern trusts (Corn. Uses *27; Lew. Trusts (7th Eng. ed.) 6); or, as it is some
But whether they be uses or trusts, it is now a pertinent observation that charitable gifts are not obnoxious to or are outside of tiie rule against perpetuities; so, notwithstanding an occasional doubt, such as may be found in Chal. Real Prop, (at p. *157), hold many authoritative text-writers. See Perry Trusts (5th ed.) §§ 384, 736; 3 Pom. Eq. Jur. (3d ed.) §§ 1018, 1026; Tud. Char. Tmsts (2d ed.) 8, 251; Tud. Char. Trusts (3d ed.) 56; Tys. Char. Beq. 427; 4 Kent Com. (14th ed.) *283, note. This freedom of charities from the general rule may not be true if the gift be conditional upon an event to happen at a time too remote. See Tud. Char. Trusts (3d ed.) 56; Tys. Char. Beq. 425, 426, 427. Nevertheless, it would seem that this court has determined, without noting any exception, that the rule against perpetuities does not apply to charitable gifts. Mills v. Davison, supra (at p. 662).
The principle thus enunciated is illustrated in a decided case of remarkable appositeness. This case is Christ's Hospital v. Grainger, 1 Macn. & G. 460, 464 (1849), affirming the vice-chancellor of England (16 Sim. 83, 101). In this case there was a gift by will (a. d. 1624) to the corporation of Eeacling, for the benefit of the poor of that town, with a direction that if the .donees should neglect to perform the will for one year, the gift should go over to the corporation of London for the benefit of Christ’s Hospital. In a. d. 1848, more than two centuries after the creation of the trust, and more than twenty years after a violation of the proviso, the corporation of London instituted a suit in equity, on behalf of the hospital, claiming the property in ques
4. It being established that the trusts are good as charities, it should follow that they are enforceable in this state.
Foi*. breaches of trust, generally, there are remedies, usually administered in equity, according to the nature of the breach or violation. That such wrongs are objects of judicial notice, and are appropriately redressed, a mere glance at the index of any treatise on the law' of trusts suffices to show. We are not now, however, so much concerned with breaches of trusts, generall}r, as with breaches of charitable trusts. With respect to such, equity gives appropriate remedies, which usually fall under one of three different classes: (a) the following of the trust estate into the hands of one to whom it has been wrongfully conveyed; (b) the following of the property into which the trust estate has been converted; (c) a proceeding against the trustees. See Tud. Char. Trusts (2d ed.) 329; Tud. Char. Trusts (8d ed.) 288. The breach or violation alleged in the case in hand does not require a remedy within the first class, inasmuch as a sale of the church, manse and land was, or may have been, within both the primary and secondary limitations in trust; but it may require a remedy savoring of both the second and third classes. Here, again, the nature and extent of the redress will be controlled by the allegata el probata in the cause. For the present, all that can be said upon the general allegations is that equity will restrain, by injunction, breaches that are shown to be in contemplation (see Tud. Char. Trusts (2d ed.) 365, 366, 381; Tud. Char. Trusts (3d ed.) 300; Attorney-General v. Welsh, 4 Hare
It is, however, urged that, through lapse of time and changed conditions, not brought about by the Trustees of the Scotch Presbyterian Church, or by The Trustees of the Presbytery of Jersey City, an exact compliance with the terms of the original trust is now, in the use of the proceeds of the trust estate, impracticable, if not impossible, and that the use of the proceeds which the presbytery’s resolutions propose is the best approximate use, all things considered. As a consequence of this statement, the applicability of the doctrine of cy pres has been discussed, pro and con.
Before considering the merits of this discussion, two remarks may be proper. The first of these is, that no inquiry has been made, under the direction of the court below, into the nature and particulars of the trust estate, the past management thereof, the alterations (if any) which should take place in the administering of the charity, and the proper objects of the charity under the changed conditions, and no scheme for the future administration of the charity has been submitted to or approved by the court. Such an inquiry, in whole or in part, and such a scheme, are usual, and may be indispensable. Seton Dec. (Heard’s ed.) 284, 288; Story Eq. Jur. (13th ed.) § 1190, at end. In the absence of any scheme judicially approved, the trustees of a charity may not make a cy pres-application of the estate on their own authority, even though it be desirable. Tud. Char. Trusts (3d ed.) 245; In re Campden Charities, 18 Ch. Din. 310, 328, 329 (1881). The second remark is that, largely through the absence of any inquiry, this court is in the
Nevertheless, as the question has been fully argued and it is our wish, if it may be done, to spare the parties the delay and expense of a further appeal, we briefly inquire into the nature of the doctrine of cy pres and the place thereof in our jurisprudence.
Cy pres is translated by Kelham (Norm. Fr. Dict.) “as near as may be." The doctrine of cy pres is therefore the doctrine of nearness or approximation, and it appears in English jurisprudence in three separate departments, yet with similar operation and efliect. Firstly, in the law of testaments, where a personal legacy has been given upon a condition precedent, and the literal performance of this condition has become impossible from unavoidable circumstances and without fault of the person to be benefited. Here, it is sufficient if the condition be performed as nearly as it can be. See 1 Story Eq. Jur. (13th ed.) § 290; Wharl. Lex., Tit. Cy pres; 1 Rop. Leg. (While’s ed.) *755 — *'758; Theob. Wills (6th ed.) 547 — 550. Secondly, in the law of private trusts, where lands are limited to an unborn person for life, with remainder to his first and other sons, successively, in tail. Here, in order to secure the flowing of the testator’s bounty to the issue, the limitations may be held to create an estate in tail in the first taker. See 10 Bythe. Conv. (Jarman’s ed.) 62, 63; Whart. Lex., supra; Nicholl v. Nicholl, 2 W. Bl. 1159. Thirdly, in the law of charitable trusts, where gifts have been made for charitable purposes which, either originally or in the course of time, cannot be literally executed. Here the gift will be administered, as nearly as may be, according to the donor’s-purpose, under general rules of law. 2 Story Eq. Jur. (13th ed.) § 1169; Whart. Lex., supra; 2 Encycl. L. of Eng. 470; Tud. Char. Trusts (2d ed.) 259, 260; Tud. Char. Trusts (3d ed.) 143, 144. In all of these instances it is to be observed that the underlying principle is this: Where the testator
“Where the terms of a gift in trust for charitable purposes were originally precise and complete, but have, by lapse of time or otherwise, become unsuited, under the altered circumstances, to carry out the general intent of the founder, in such cases the court of chancery may regulate the funds of the charity by means of a scheme.” Tud. Char. Trusts (2d ed.) 260.
The judicial doctrine of cy pros, thus defined and applied to charities, may have, we think, a proper place in the jurisprudence of this state. This conclusion we reach on grounds which are now to be pointed out.
(a) In the two cases in this court in which the doctrine of cy pros was laid to one side, the existence of the doctrine among us was in nowise denied. In Thomson’s Executors v. Norris, 20 N. J. Eq. (5 C. E. Gr.) (at p. 522) (1869), it was said by Chief-Justice Beasley: “In England, a bequest for charity will be effectuated * * * whether the bequest can be carried into exact execution or not, for, when a literal execution becomes impracticable, the court will administer it on the doctrine of cy pros. * * * . I am not aware that in our courts this subject has received any elucidation.” In Hesketh v. Murphy, 36 N. J. Eq. (9 Stew.) (at p. 310) (1882), the same judge said: “It has been for ages the settled rule m the English law, and has been in this country often regarded as the true principle, that when a gift has been placed in the hands of a trustee to promote a charity, which, from the mutation of circumstances had become incapable of fulfillment, such gift was to be applied by the courts, exercising a
(b) In the case last cited, this court has averred that very extensive powers over charitable uses and trusts reside in the equity courts of this state. At p. 306, the chief-justice wrote: “With the exception of this prerogative [one derived from the king, as parens patriae], I am not aware that the court .of chancery of this state is devoid of any power that has ever been exerted by an English chancellor with respect to the construction, regulation and enforcement of devises or bequests to charitable uses.” Again (at p. 307), he wrote: “It has been made certain by modern research that the primitive and inherent powers of a court of equity in this domain [cases of the misappropriation of charitable funds] are sui generis and of a very extensive character, and, whatever such original authority was, it exists in full vigor in the hands of the chancellor of this state.”
(c) If the doctrine of cy pres were a consequence of - the equitable jurisdiction over charities, existing in England and so fully accepted in Hesketh v. Murphy, it is not to be rejected because the statute of charitable, uses is not of itself here in force. Modern investigation has shown that jurisdiction over charities had an earlier and deeper foundation than the statute of 43 Eliz. c. 4. See Tud. Char. Trusts (2d ed.) 102, 103; Tud. Char. Trusts (3d ed.) 88, 89, 93, 94; Tys. Char. Beq. 515-518; 2 Story Eq. Jur. (13th ed.) §§ 1154a-1154c, 1162; 3 Pom. Eq. Jur. (3d ed.) § 1028. If, as seems far more likely, the doctrine of cy pres had its origin in the civil law (2 Story Eq. Jur. § 1169; 2 Domat (Str. ed.) §§ 3589 — 8590 1-2; Wilm. Opin. 33, 34; 1 Rop. Leg. *755-*758), still more is the acceptance or re-enactment of tire statute of Elizabeth an unessential thing.
(d) The objection to the doctrine of cy jores because of the excesses which have been committed in its name (for the most part, when applied by the chancellor of England, acting under the sign manual of the crown, rather than as a judge of a court of equity) is no longer to be regarded as of weight. Modern
(e) Mr. Bispham, in his treatise on Equity Principles (7th ed.) § 130, observes that, in New Jersey, the doctrine of cy pres has not yet been approved, and then says: “There seems to be no valid reason why the judicial cy pres doctrine, as explained in Jackson v. Phillips, 96 Mass. 574-594, should not be approved in all those states wherein the statute of Elizabeth has .been decided to be in force, or where its principles have been adopted by the law of the state.” A perusal of this statute does not disclose, any real inconsistency between the principles embodied in it and those which are commonly recognized among us, although the methods of procedure which it prescribes are quite foreign to ours. Mr. Pomeroy, in his work on Equity Jurisprudence (3d ed.) § 1029, divides the states of the Union, with respect to charitable trusts, into three classes, to wit, those in which such trusts have been abrogated or not adopted; those in which such trusts exist in a modified and restricted form, and in which the doctrine of cy pres has been generally rejected; - and those in which the law of charitable trusts has been accepted in its full extent, and in which the doctrine of cy pres is applied, although not so freely and under such extreme circumstances as in England; and he then sa3's of this state that it might be properly placed in the third class, inasmuch as her courts uphold trusts very uncertain both as to trustee and object, although they do not profess to accept the English doctrine in all its fullness.
(f) Lastly, it can scarcety be denied that our courts have already accepted the cy pres doctrine in its essence, although
In Pennington v. Metropolitan Museum, of Art et al., 65 N. J. Eq. (20 Dick.) 11 (1903), the present chancellor had before him a bill fled by the executors of Jacob S. Rogers for instructions respecting the administration of a trust of great value. Suffice it here to say that he dealt with the question (at p. 22) after this fashion: “If trustees disclose a situation of their trust in which a slavish adherence to the terms of the trust will operate wholly to prevent the benefits intended by its creator, and they seek instructions and directions as to their dutjq I think that instructions and directions for a course of conduct which, though different from that prescribed by the terms of the trust, will actually carry out the intent of the creator, may well be grounded upon and sustained by tire necessity of the case. The benefits intended for the beneficiaries are the main subjects of consideration. The modes in which those benefits may he attained are incidental, and necessity may require a change of mode in order to produce the intended effect.” Whereupon the chancellor referred the cause to a master to consider and report a scheme for the management of the trust fund.
On the whole, we affirm that the judicial doctrine of cy pres, as pruned and restrained by modern authorities, English and
The trend of the argument in this court and our own reasoning having been directed to the probability that the charitable trusts under consideration may be enforced, exactly or approximately, it would be incongruous now to treat at length of the course to be pursued in case such trusts should fail or become wholly inoperative. We are not, however, to be understood as prejudging any rights hereafter to be set up under such circumstances.
5. The foregoing discussion does not, unfortunately, dispose of the case altogether. The inquiry yet remains, what is the standing of the complainants, and is their suit well conceived?
The complainants are in nowise alleged to have been or to be office bearers in the Scotch Presbyterian Church or in the Presbytery of Jersey City, whose rights as such have been infringed. If such were the case, and the rights were of such a nature as to be cognizable in the civil courts, they would, for the most part, find redress in the courts of law. See State v. Crowell, 19 N. J. Law (4 Halst.) 390 (1828); Miller v. English, 21 N. J. Law (1 Zab.) 317 (1848). Neither is it'alleged that they were or are members of the congregation of the Scotch Presbyterian Church or pew-holders therein, or members of any other congregation under the jurisdiction of the Presbytery of Jersey City, whereby they have or may have acquired rights in the property in question which would enable them, as cesluis que trustent, to call their trustees to account in equity. See Whitecar v. Michenor, 37 N. J. Eq. (10 Stew.) 6, 7 (1883); Everett v. First Presbyterian Church, 53 N. J. Eq. (8 Dick.) 500, 506 (1895); Davis v. Jenkins, 3 Ves. & B. 151 (1814); Foley v. Wontner, 2 Jac. & W. 245 (1820) ; Milligan v. Mitchell, 3 Myl. & C. (at p. 83) (1837); Watson v. Jones, 80 U. S. 679 (1871). The procedure indicated in these cases is quite aside from -the case in hand.
It is suggested that these complainants may have some standing by right of a reverter for a breach of the trust. To this it is enough to say that, although lands may revert to an -owner
Is it to be said that the complainants have a standing in court as possible beneficiaries, having some right, not as created by a breach of trust, but as existing from the time of the original donation, although dormant? It is obvious that no relief can be accorded to the complainants on this theory. The bill does not pray any declaration of their personal rights or any relief appropriate thereto; the proofs do not show that the charity has wholly failed, or cannot possibly be executed; and their counsel has expressly stated in this court that the complainants make no claim to' the fund at this time. Furthermore, it may be observed, that, if the complainants should seek any such relief, the end of their contention would be not the administration and enforcement of the charity but its termination. In such a case it is proper that the attorney-general, as representing the state, should be made a party defendant. lie is the protector of the indefinite and fluctuating body of persons who are interested in the estate or fund; their beneficial interest he represents. See, on this point, Tud. Char. Trusts (2d ed.) 161, 162; Tud. Char. Trusts (3d ed.)323, 325; 1 Dan. Ch. Pr. (4th Am. ed.) 136, 138; Cook v. Duckenfield, 2 Atk. 562, 564 (1743); Corporation of Sons of Clergy v. Mose, 9 Sim. 610, 613 (1839); Skinners Company v. Irish Society, 12 Cl. & F. 425, 452 (1843 — 45); In re Templemoyle School, 4 Ir. Eq. 295, 300 (1869).
Lastly, it is urged that the complainants have a standing in court as visitors. This averment brings up for our consideration the nature and extent of the doctrine of visitation.
A visitor is an inspector and judge (Whart. Lex., ad verbum; Bouv. Did., ad verbum; 12 Encycl. L. of Eng. 483 (3), and his visitation is a judicial visit or perambulation. Whart. Lex., ad verbum; Bouv. Did., ad verbum; Tud. Char. Trusts (3d ed.) 80.
Corporations only are visited, and these within three classes— ecclesiastical, civil and eleemosynary. 1 Bl. Com. (Lewis’ ed.)
In our own state, under the Eeligious Societies Act (3 Gen. Stat. p. 2735), a religious society presents a threefold aspect— the congregation, made up of those who meet for worship and instruction ; the church, composed of those entitled to full church privileges; and the trustees, or church corporation. Miller v. Baptist Church, 16 N. J. Law (1 Harr.) 251, 253 (1837). Under the act of 1872 (3 Gen. Stat. p. 2759), a presbytery may be said to present a twofold aspect — the Presbytery, a strictly spiritual body or court (Moore’s Presbyterian Digest of 1898 177, 190), and the Trustees, or presbyterial corporation. Neither the church corporation nor the presbyterial corporation is strictly ecclesiastical in the English sense, inasmuch as the former is composed wholly of laymen; the latter, partly so. Nevertheless
When a charity rests upon a private -endowment, the founder and his heirs become, by the dotation, under the principles already stated, the legal visitors; nevertheless, the founder may delegate his power of visitation, either generally or specialty, and no technical or precise form of words is necessary for the appointment of either a general or special visitor. Tud. Char. Trusts (2d ed.) 119; Tud. Char. Trusts (3d ed.) 74; 2 Kent Com. (14th ed.) *301. In Dartmouth College v. Woodward, 17 U. S. 518, 694 (1819), Justice Story, citing English cases, declared that it is sufficient if from the nature of the duties to be performed it can be inferred that the founder intended to part with the right of visitation, and that when the appointment is made in general terms the whole power of visitation vests in the appointee. In Attorney-General v. Talbot, 3 Atk. 662, 673 (1747), Lord Hardwicke held the chancellor of the University
Furthermore, when the founder has thus appointed a general visitor, and for some cause the latter’s functions shall have been suspended, as, for example, when rights and powers shall have so centered in one person that the rule that the same person cannot be both visitor and visited shall come into play, the power of visitation does not, ipso■ facto, return to the founder or his heirs, but is exercised through the courts of the land, properly invoked. Tud. Char. Trusts (2d ed.) 129, 130; Tud. Char. Trusts (3d ed.) 80, 81; 2 Kent Com. (14th ed.) *303, *304. In Rex v. Episc. Chest., 2 Str. 797 (1728), a mandamus issued to the bishop, as warden of Manchester College, and he returned that he was visitor; in argument, it was urged that the two offices being in the same person, he could not visit himself, and that there was no case shown wherein the founder had once granted the whole visitation out of him, and, on a temporary suspension, it had resulted back; the mcindamus was then made peremptory, the court saying “the ground of our interposing is that at present there is no other visitatorial power in being.” This ease was relied upon in Green v. Rutherforth, 1 Ves. Sr. 463, 471 (1750). In Sanderson v. White, 35 Mass. 328, 339 (1836), Chief-Justice Shaw said that the trustees of a charitable trust are within the superintending power of a court of equity, not as of itself possessing visitatorial power, but as possessing a general jurisdiction over trusts, and that in such cases the interest of the public — or, what is the same thing, of the general and indefinite objects of the charity — would be represented by the attorney-general. In the case last cited, it may be remarked, the right of heirs, as visitors, to maintain a suit in equity .was denied (see p. 339).
If, now, we recur to the two deeds of donation, we find that the church, manse and lands were conveyed to the Trustees of the Scotch Presbyterian Church upon trusts which in their primary limitations were for the benefit of the religious society
Holding together before our minds the law of visitation, as already expounded, and the language of the deeds of gift respecting the functions of the presbytery and its successors, we see plainly indicated that it was the purpose of the donor or founder that the power of visitation should be lodged in the presbj'tery and its successors, acting as a church court, in things spiritual; acting by and through the trustee body, in things material; that the terms of the appointment being general, the whole power of visitation was vested in the appointees, to the exclusion of the donor and his heirs; and that, although the estate or fund in question has now passed into the legal possession of the Presbytery of Jersey City, by and through the trustee
Our last question — is the complainants’ suit well conceived— has been measurably answered already, but it is now our task to show why the suit is not well conceived, and, incidentally thereto, what proceeding might be proper.
T}rssen, in his work on Charitable Bequests, ch. 39, Tit. Procedure, arranges in four great classes tire principal oases in which litigation arises respecting charity property. Firstly, there may be wrongs to be redressed or relief to be sought, for which actions at law or suits in equity might lie, if the charity estates or funds were the private property of the trustees of the charity. In such cases, ordinary actions at law or suits in equity would be maintainable by the trustees against strangers. Secondly, a testator may make a charitable disposition by his will, and questions be raised as to its validity or the proper means of carrying it out. In such cases, the questions could be considered in an ordinary sriit to administer his estate, or, occasionally, could be considered in other suits which come before the court under other branches of its jurisdiction. Thirdly, the trustees of the charity might improperly sell or lease the property to some person having a knowledge of the trust. Fourthly, the trustees of the charity might apply the property to wrong objects or appropriate it to their own use. In tire third and fourth classes of eases, Tyssen remarks that our legal ancestors appear, for a time, to have felt a difficulty as to who was the proper person to bring a suit. At length, however, it came to be established that the attorney-general, as representing the crown, was the proper person. The suit had to be brought in the court of chancery, because that was the proper court for the enforcement of trusts, and the attorney-general came before it, not as a suitor complaining of an injury done to himself, but as one officer of the crown calling the attention of another officer to the neglect, on
If we turn to our judicial history, we perceive how well that which Tyssen has written, accords' with our own procedure. Taking up his second class of charily cases, we remember that suits for the administration of the estate of a deceased person are brought in equity, and rest on four grounds of equitable jurisdiction — -the execution of trusts, the taking of accounts, the compelling of discovery and the inadequacy of any remedy at law. 1 Story Eq. Jur. (13th ed.) §§ 531-531. Likewise, that among administration suits, or cognate thereto, are those for the construction of wills and the direction of executors and trustees, also brought in equity and resting on two or more of the jurisdictional grounds above mentioned. Under this second class, we may then arrange Norris v. Thomson’s Executors, 19 N. J. Eq. (4 C. E. Gr.) 307 (1868); S. C. on appeal, 20 N. J. Eq. (5 C. E. Gr.) 489; Taylor’s Executors v. Trustees of Bryn Mawr College, 34 N. J. Eq. (7 Stew.) 101 (1881); Brown v. Pancoast, 34 N. J. Eq. (7 Stew.) 321 (1881); Hesketh v. Murphy, 35 N. J. Eq. (8 Stew.) 23 (1882); S. C. on appeal, 36 N. J. Eq. (9 Stew.) 304; Trustees v. Wilkinson, Executor, 36 N. J. Eq. (9 Stew.) 141 (1882); S. C. on appeal, 38 N. J. Eq. (11 Stew.) 514; Claypool v. Norcross, 42 N. J. Eq. (15 Stew.)
In the case in hand, the persons interested in the estate or fund, being an indefinite or fluctuating body, are properly represented only by the attorney-general; and only he, or the Presbytery of Jersey City, by and through the body charged with the duties of trusteeship, or some member of that body, can
It must not, however, be inferred, from the fact that the right of the present complainants to maintain their suit has been denied, that the use of the estate or fund proposed by the Presbytery of Jersey City, and revealed by the pleadings, meets with our approval. Evidently such use is not in exact accord with the original intent of the founder, and it can be -permitted, if at all, only after the whole case shall have been fully disclosed in the court of chancery, either upon an information filed by the attorney-general (probably ex relatione), as representing the undefined beneficiaries of the charity, against the Presbytery of Jersey City, in and through its trustee body, or upon a bill exhibited by the presbytery, by and through its body charged with the duties of trusteeship, in which the attorney-general, as representing the beneficiaries, should be made a party defendant. In the proceedings upon such information or bill, if it appears that the trust cannot be literally executed, there should be presented to the chancellor, for approval, either directly or by an inquiry in the master’s office, a scheme for the due administration of the charity within the limits of the judicial doctrine of cy pres, as hereinbefore accepted. Until such course shall have been pursued, it will be the duty of the proper presbyterial body to preserve the fund intact, and the attorney-general should take care that such duty is not violated.
6. The decree of the court of chancery should be reversed, but, of course, without prejudice to any further or other proceedings of the nature hereinbefore indicated., The reversal will be with costs.
For affirmance — Pitney, Bogert — 2.
For reversal — Dixon, Garrison, Swayze, Vredenburgi-i, Vroom, Green, Gray — 7.