ST. JAMES v. BAGLEY.
IN THE SUPREME COURT OF NORTH CAROLINA
Filed May 16, 1905.
138 N.C. 384
The case was properly submitted to the jury, and they have found that the defendant did its duty, as above specified. There are numerous exceptions, but upon examination we deem them without merit and that they are not such as require any further discussion. Whether the cause of the loss of the plaintiff‘s building was that the fire had gotten too great headway, or that the fire companies were not as efficient as usual, or because there was loss of time in putting on another stream during which delay the stream playing on the fire was allowed to “die down,” or to whatever other causes, the jury have found under proper instructions that the plaintiff‘s loss was not due to failure of the defendant to furnish water and pressure sufficient to extinguish fires. The defendant did not insure the plaintiff‘s house against fire.
No Error.
ST. JAMES v. BAGLEY.
(Filed May 16. 1905.)
Trusts—Grants, How Construed—Trusts, How Created—Construction of Deed.
- When it is doubtful whether language in a grant operates as the declaration of trust, the court will examine the entire deed, the relation of the parties, etc., to enable it to gather the intention of the grantor.
- A grantor can impose conditions and can make the title conveyed dependent upon their performance; but if he does not make any condition, but simply expresses the motive which induces him to execute the deed, the legal effect of the granting words cannot be controlled by the language indicating the grantor‘s motive.
In order to create a trust, it must appear that the words were intended to be imperative; and when the property is given absolutely and without restriction, a trust is not to be lightly imposed, upon mere words of recommendation and confidence. - The recital in a deed conveying land to the vestry and wardens of a church, that it was made “for the purpose of aiding in the establishment of a Home for Indigent Widows or Orphans, or in the promotion of any other charitable or religious objects to which the property may be appropriated” by the grantee creates no trust and the grantee can convey a perfect title.
CLARK. C. J.. dissenting.
CONTROVERSY without action by The Wardens and Vestry of Saint James’ Parish against Thomas P. Bagley, heard by Judge O. H. Allen at the April Term, 1905, of the Superior Court of NEW HANOVER County.
This is a controversy without action under
On March 29, 1867, Dr. A. J. DeRosset and wife, executed and delivered to the plaintiff a deed in words and figures as follows: “This indenture made this twenty-ninth day of March in the Year of Our Lord One Thousand Eight Hundred and Sixty-Seven, between Armand J. DeRosset and Eliza J., his wife, of the City of Wilmington, State of North Carolina, of the first part, and The Vestry and Wardens of St. James’ Church, in the Town of Wilmington, of the second part: Witnesseth, that the said parties of the first part for the purpose of aiding in the establishment of a Home for Indigent Widows or Orphans or in the promotion of any other charitable or religious objects to which the property hereinafter conveyed may be appropriated by the said parties of the second part, and in further consideration of One Dollar to whom in hand paid by the parties of the second
To have and to hold the said described lots or parcels of land to the said parties of the second part and their successors and assigns forever. In witness whereof the said parties of the first part have hereunto set their hands and seals the day and year above written.”
Said deed was duly proved and recorded on May 10, 1867, in the office of the Register of Deeds, of New Hanover County. It being suggested that the probate was informal, it was again submitted to probate on March 10, 1905, and again recorded in said county. Upon the execution of said deed plaintiff corporation took possession of the said property and used it for a considerable time for charitable purposes, having thereon a building which was used as a home for elderly women and a school was conducted in connection therewith until the 5th of April, 1896, when the buildings were destroyed by fire and the plaintiff was unable to replace them; for the last several years it has been inconvenient and impracticable for the plaintiff to use it for any purpose. The land is now vacant, unused and of little value to plaintiff. Since the execution of said deed the plaintiff has had continuous, open, actual and adverse possession of the said land, claiming it as its own, against all parties.
Some years ago and subsequent to the burning of the buildings situated on said land some question was made as to
At a meeting of the wardens and vestry of St. James’ Parish, held on March 14, 1905, the following resolution was passed: “Resolved that the sale of the property lying between Orange and Ann Streets and Eighth and Ninth Streets, it being known as Block 133, according to the plan of the City of Wilmington, to Thos. P. Bagley, for the sum of $12,000 be confirmed, and it is ordered that the deed for said property be made; that the corporate seal be attached thereto by Thomas D. Meares, Senior Warden, J. Victor Grainger, Junior Warden, and Wm. L. De Rosset, member of the corporation.
The Wardens and Vestry of St. James’ Parish, the plaintiff, have constituted and established a trust fund, of which the proceeds of the sale of the aforesaid property is to constitute a large portion, for charitable and religious objects in connection with St. James’ Parish, and at a meeting held on March 9th, passed the following resolution: “Moved by Mr. Calder that the net proceeds, together with the amount now standing to the credit of ‘St. James’ Home Fund,’ be placed to a fund to be designated as the ‘Armand J. DeRosset Memorial Fund’ which, with the income derived from the
It is further agreed between the parties hereto that if the plaintiff has and can convey to the defendant a good and indefeasible title, free from all trusts and equities, judgment is to be entered compelling a specific performance of the contract by the defendant and requiring him to pay the purchase price, upon the execution by the plaintiff of a proper deed to him and for costs of the action; but if the plaintiff holds the property in trust and cannot convey a good title, then judgment is to be entered against the plaintiff for costs of the action.
Attached to the facts agreed is the affidavit in accordance with the provisions of The Code.
The controversy having been submitted to Judge Allen, the following judgment was rendered: “It is, adjudged that the deed from Dr. A. J. DeRosset and wife, dated 29th day of March, 1867, conveyed to the plaintiff a good and indefeasible title in fee, free from all trusts and equities, and the plaintiff now has and is able to convey an absolute and indefeasible title to the defendant for the following described property. And it is further adjudged that the contract of purchase of said property by the defendant from the plaintiff be specifically performed, and that the plaintiff tender to the defendant a good and sufficient conveyance in fee of said property. And it is further adjudged that the defendant pay to the plaintiff or its attorneys the sum of $12,000 with interest thereon from the 18th day of March, 1905, the purchase money named in the contract herein set forth, and the costs of action.” From this judgment the defendant appealed.
Rountree & Carr for the plaintiff.
W. B. McKoy for the defendant.
“It seems clear that, when the expression or desire in the
We have given the question a thorough examination because we find no case in our Reports in which it has been discussed and it is of much importance to the parties in this action that our opinion be sustained by the best considered modern authorities. The amount to be paid for the property is considerable and it is stated in the case that its value consists in the fact that it may be divided into town lots. It would be unfortunate if any cloud shall hang over the title when it becomes the home of persons who may purchase and improve it. With the aid of the general principles which we find uniformly adopted for ascertaining the intention of the donor, we entertain no doubt that it was the intention of Dr. DeRosset to convey the property to the Vestry and Wardens of St. James’ Parish and their successors with full confidence that they would use it, or dispose of it, and use the proceeds for the benevolent and pious purposes which moved him to make the donation. We may take notice of the fact that Dr. DeRosset was a gentleman of more than ordinary intelligence and we may see from the language used that he was deeply interested in the welfare of the Parish and the purpose for which it existed. He evidently knew how to use
We have refrained from discussing the effect of the language used in the deed which it is supposed creates an express trust or expressing any opinion as to its validity, if construed into a declaration of trust, for the manifest reasons set forth in the opinion. To prevent any possible misconception, we desire to say that we do not concur in the suggestion that the language if so construed would not be valid as the declaration of an enforcible trust. One of the elements of a religious or charitable trust is its uncertainty. The courts have endeavored to sustain and give effect to the intention of the donors in such cases and prevent a failure of their benevolent purposes. The case of Tilden v. Green, 130 N. Y., 29 was decided by a divided court, three of the seven judges joining in a very strong dissenting opinion. The opinion of the majority has been criticised and the legislature of New York has since passed a statute to prevent a failure of a trust so declared. We simply decide that there is no declaration of trust in the deed made by Dr. DeRosset to the plaintiff, that the language sought to be construed into a trust is expressive only of his motive and purpose in conveying the property to the plaintiff and, in our opinion, expressly excludes the idea of attaching a trust thereto.
There is No Error.
WALKER, J., did not sit.
CLARK, C. J., dissenting. The defendant declines to take the deed and pay $12,000 purchase money, alleging a defect of power in the plaintiff to execute a good title. The burden is on the plaintiff to show that it can, and it is not relieved of that burden because this is a “controversy submitted without action.” McKethan v. Ray, 71 N. C., 165.
The conveyance from the late Dr. A. J. DeRosset and
The heirs at law or devisees of the grantors are not parties to this proceeding and cannot be bound by any decree herein, and as the defendant contends that upon the record it cannot be adjudged that the plaintiffs can make him an indefeasible title, he ought not to be compelled by the court to pay down $12,000, when if the defendant‘s contention as to the construction is correct, the parties entitled to the property are not parties to this action. The cause should be remanded that proper parties may be made. The defendant in his brief relies upon McKethan v. Ray, supra, which holds that upon a case agreed the court is not authorized to pass upon the validity of a title without making the heirs at law and devisees parties to the action, and that an action submitted without
Until the heirs at law and devisees are made parties, it can serve no purpose to discuss the language of this deed. In Finlayson v. Kirby, 121 N. C., 106, this court ex mero motu remanded the case that additional parties should be made, saying that it would be useless to pass upon the matters of law “until all interested persons have had an opportunity to be heard.” It however has been held in many cases in this State, some of which are cited in Keith v. Scales, 124 N. C., 497 (relied on by defendant) at pp. 515, 516, that such a trust as is herein stated is void for uncertainty, as, among others, Holland v. Peck, 37 N. C., 255, where the property was given “to be disposed of by the Conference, as they shall in their Godly wisdom judge to be most expedient or beneficial for the increase and prosperity of the Gospel.” This was held too indefinite to be executed. But it was far more definite than the words here used—“or in the promotion of any charitable or religious objects.” Besides, other cases cited in Keith v. Scales, the whole matter is so fully and thoroughly discussed in the famous Tilden Will Case (Tilden v. Green, 130 N. Y., 29) that it is unnecessary now to cite others, especially as our decision cannot possibly guarantee the defendant a good title, in the absence of all the parties really in interest. The defendant is not seeking protection against the plaintiffs. Their deed would be an estoppel upon them. He wishes a decree that would give him a good title against the heirs at law and devisees of their grantor.
In Tilden v. Green, 130 N. Y., 29 (s. c., 14 L. R. A., 1) the purpose expressed was that if, as here, the first purpose named was not executed, the trustees were authorized to apply the fund “to such charitable educational purposes” as they might deem “most widely and substantially beneficial to mankind.” It was held that the whole gift was uncertain and invalid because not enforcible at the suit of any benefi-
In that opinion it is said (at p. 45): “If there is a single postulate of the common law, established by an unbroken line of decisions, it is that a trust without a certain beneficiary who can claim its enforcement is void, and the objection is not obviated by the existence of a power in the trustees to select a beneficiary unless the class of persons in whose favor the power may be exercised has been designated by the testator, with such certainty that the court can ascertain who were the objects of the power. The equitable rule that prevailed in the English Courts of Chancery, known as the cypres doctrine and which was applied to uphold gifts for charitable purposes when no beneficiary was named, has no place in the jurisprudence of this State.” And the same is true in North Carolina. The subsequent letter of Dr. DeRosset, as to the legal effect of his deed, can have no effect.
Tilden v. Green is very generally recognized as conclusive authority and is so cited by this court in Keith v. Scales, 124 N. C., 515.
