43 N.C. 32 | N.C. | 1851
The bill was filed in August, 1843, and states: That Sarah Freeman died in 1839, and that the defendant Newlin, in August, 1839, propounded for probate a script as her will, which the plaintiff *29 and Richard Freeman, her surviving husband and a defendant in this suit, caveated, but that, after much litigation in different courts it was finally established as a will of her personal estate; that the personal estate consisted of money and bonds to a large amount and thirty-five or forty slaves, and that by the will the whole personal estate (33) was bequeathed to the defendant Newlin as sole legatee and he was appointed the executor; that Newlin was a member of the Quaker society, and it was well known to the testatrix that he would not hold slaves and was opposed, on religious principles, to slavery, and that she designed for that reason to will the slaves to him in order that they might be kept by him in a state of qualified slavery, and that those views and purposes were communicated by her to Newlin, and that he undertook to carry them out; that although the bequests in the will to Newlin are absolute in their terms, yet they were in fact made not for the benefit of Newlin, but for the benefit of the slaves, and upon an unlawful, secret trust, that he should be, apparently, their owner, but should suffer them to enjoy the privileges of freedom, contrary to the policy of the law, and apply the other profits of the estate to their use and benefit. It states, further, that the will was made by virtue of a power in marriage articles between Freeman and his wife, which excluded him from her property and limited it to her next of kin in case she made no disposition, and that the plaintiffs are her next of kin. The prayer is that Newlin may discover the trusts on which the bequests were made to him, that they may be declared void, and a trust declared to result to the plaintiffs, and for an account and distribution.
The answer of Newlin admits the marriage articles to the effect set forth in the bill and of the contents of the will, of the tenor set forth, the caveat, and its final decision in 1842; that the personal estate consisted of twenty-nine slaves and cash and debts to the amount of six or eight thousand dollars. It admits, or states, that the defendant had frequent conversations with Mrs. Freeman upon the subject of her slaves, and she uniformly expressed a desire to have them emancipated, and consulted him as to the best mode of effecting her purpose. "That (34) when about to make her will she was fully apprised that the negroes could not remain in North Carolina as free persons; that she was also fully aware that she might express a trust in her will for the benefit of the slaves by which, according to law, they might be sent out of this State to any other State or country, by which they might enjoy their freedom; or, if she preferred it, that the said trust might be created without being expressed in the will by confiding her purpose to a friend, which would be as effectual in law as if it were expressed in the will. That the testatrix preferred to confide to the defendant her earnest wish without expressing it in her will; and she did accordingly request him *30 to take the necessary steps to carry her wishes into effect; that although she seemed to prefer Liberia to any other place of destination for them, yet she left to the defendant's discretion the place and manner of transporting the slaves to some other place than North Carolina; and that so zealous was she on the subject that about a year before her death she instructed the defendant, who was her general agent in the management of her money, to collect a sufficient sum and make preparations for then sending the slaves out of this State. But not long afterwards she recalled the instructions because, she said, some of them must stay to wait on her, as she was old and infirm, and she was not willing to send some without all. That the defendant agreed to accept the trust, and did so with the determined purpose of executing it to the best of his ability, and that in that purpose he had at no time been shaken, although he had kept it to himself and had never communicated it to any person until he did so to his counsel while engaged in drawing his answer, and that for the pertinacity of the plaintiffs in prosecuting suit after suit against him in relation to the property, he would long since have executed the (35) trust by sending the said slaves out of the State. That he had at no time any understanding with Sarah Freeman, either express or implied, to commit any infraction of the laws of this State, and that he does not know nor believe that she entertained any purpose to evade the law by continuing the slaves in a state of qualified slavery, and that he never entertained or conceived any such purpose." The answer further states "that the other property was given to this defendant by the testatrix, in part, for the purpose of carrying into execution the trusts hereinbefore stated — which must needs be expensive not only in procuring the transportation of the negroes, but in making some provision for them — and, in part, to make ample compensation to this defendant for the trouble and expense to which he must be subjected in carrying into effect the wishes of the testatrix." The answer concludes by stating that "this defendant hath thus fully stated the facts within his knowledge and declared the trust imposed on him by the testatrix, and his acceptance thereof, and he saith that it is his purpose to execute the same according to the laws of the State, and in pursuance of this purpose he submits to be directed in the manner of carrying out the purposes of the testatrix by this Court, if it be deemed material to do so."
The cause was heard in this Court at December Term, 1849, Thompson v.Newlin,
At December Term, 1850, on the motion of the plaintiffs, the clerk was directed to inquire what proceedings had been taken by the defendant for emancipating the slaves. The report states that the defendant had not filed a petition in the Superior Court nor given bonds as mentioned in the decretal order, but that he had emancipated the slaves by removing them in September, 1850, to Logan County, in the State of Ohio, and there duly executing a deed of emancipation and having the same proved and recorded; and the clerk annexed to the report the examination of the defendant on interrogatories, in which he stated that he was advised by eminent counsel that this mode of emancipation was equally effectual and within the trust, as that prescribed in the statute, and that it was preferable, as he believed, because he had reasons to apprehend that if the emancipation took place in this State by giving bond some of the plaintiffs or other persons might detain some of the negroes in this State by secret means, or seduce them back, after they had been once carried away, so as thereby to forfeit his bond and subject them again to (37) slavery; that he had no other reasons for proceeding in this mode, and had no purpose to evade the law of the State or intend any contempt of the Court; that the negroes were all willing to go to Ohio and be emancipated and live there, and that it was not contrary to the law of Ohio for them to do so, but consistent therewith, as he believed on the information of many persons in that State and the advice of some counsel there.
The plaintiffs then filed a petition to rehear the order of December, 1849, and brought it on to be argued, with a motion founded on the report to declare that the defendant ought not to have further time to obtain an order for emancipation in this State, and that by reason of his not complying with the former order as to the mode of emancipation the *32 defendant was a trustee for the next of kin and bound to distribute the slaves and other personal estate among them.
If the opinion of the Court were not against the plaintiffs on other points it might be well worthy of consideration whether, supposing the trusts for emancipation and providing for the slaves to be unlawful and void, the defendant Newlin would not be entitled, beneficially, to the whole property, according to the terms of the trust set out in the answer, and thus the next of kin be excluded? He says the bequests were made to him, not only upon the trust to have the negroes set free and defray the expenses of their removal and settlement, but, as to any surplus over and above answering these purposes, for himself as an ample compensation to him for his agency in the transaction. Now, as Lord ELDON observed inKing v. Dennison, 1 Ves. and Beam., 260, there seems to be a plain distinction between a disposition of the legal estate to one for the mere purpose of discharging particular trusts and nothing more, (38) and one in which there is an intention that the beneficial interest shall be taken with reference to that part not given on the particular trusts; in the former, if the trusts do not, in their execution, exhaust the whole, so much of the beneficial interest as is not exhausted belongs to him; in the latter, if the whole be not exhausted by the particular purpose, the surplus goes to the devisee. The reason is that in one case the whole gift was in trust without any benefit being intended to the donee of the legal estate, whereas in the other the devisee takes the surplus, because it was intended to be given to him. In that case it was so held on a devise, and much more would it be so in reference to personalty, since next of kin are less favored than the heir, and especially as there is here an express residuary gift to the defendant Newlin of the whole personal property in the largest terms. It is true that the residue itself was given partly in trust, and that may possibly make a difference, though no reason for it is perceived, as no certain part or share of it was in trust, but the legatee was to keep beneficially, whatever should not be needed for the other particular purposes. But the Court does not determine the point, since it was not discussed at the bar, and it is thought more useful to place the decision on the more general and important questions involved in it.
The question raised on the rehearing is that the Court erred in declaring the nature of the trust intended by the testatrix, namely, that it was that the slaves should be lawfully emancipated and transported to some other free country or State, whereas it was that they should not be emancipated here, but be sent away, in evasion of law, and be emancipated abroad without giving bonds that they should not return into this State, which latter trust is supposed to be against law and void, and then that a trust results to the plaintiffs. And the question made by the *33 plaintiffs' motion, founded on the report, is that, supposing the (39) declaration of the trust was, in point of fact, correct, yet as the defendant did not proceed in conformity with the order, in the execution of it he should not now have liberty to do so, but be made immediately answerable for the slaves or their value as being yet in a state of servitude, or put beyond the reach of the plaintiffs by the defendant, contrary to his duty and the law.
It is not certain that either of those points can be raised on the bill as it is framed. It alleges no trust for emancipation here or elsewhere, and consequently does not impeach any such trust as being in any respect illegal. On the contrary, it charges that the bequests were on trust that the defendant should keep the negroes, not for his benefit, but for theirs, in a state of qualified slavery. It would seem that case is answered when it is found that there was no such trust as that charged. But assuming the bill to be sufficient and, indeed, that it contained express charges of such trusts and purposes as are now imputed to the testatrix, it seems to the Court that those charges are not established, but that the declaration of the trust in the decretal order was the only one that could have been judicially made. It is to be observed that there are no means of arriving at the trusts on which these gifts were made but the answer itself. On the face of the will no trust appears, but the donations are out and out to the defendant. But he admits certain trusts and says they were the true and only trusts. Can others be imputed? Upon what ground and to what extent? Supposing evidence to be admissible in such a case to contradict the will and the answer, there is none of any sort to the fact that the trust was different from that set forth in the answer, or that there was any trust at all. It may be conjectured from the religious principles of this defendant and other collateral circumstances that there was some sort of trust for emancipation (40) somewhere or holding the negroes as quasi free here. But there is, undoubtedly, nothing on which any particular trust can be established but that admitted in the answer. Why should not that be credited? It would have been as easy and as honest in the defendant to deny a trust altogether and assert a beneficial legacy in himself, which would have been conclusive, Ralston v. Telfair,
But whatever might be her motive, the answer is distinct that she intended no violation of the law of this State, and the validity of the trust depends upon her intentions and not upon the subsequent acts of the defendant, whether in performance or in breach of the trusts as meant by her. If it be said she had no intention that the defendant should give the bonds required by our law so as to obtain emancipation here, it may be yielded without prejudice to the correctness of the decretal declaration, for we suppose the testatrix had no particular intention as to the mode of emancipation, and, indeed, it is possible that she was ignorant how it might be effected, here or elsewhere. Her purposes were merely that her slaves should be emancipated, and that they should be effectually emancipated according to law, whatever that might be, including their removal from this State at all events. In those purposes nothing immoral or unlawful is seen, although the testatrix did not go on to say in so many words that the defendant should procure the emancipation by pursuing the steps pointed out by the statute passed in this State in the year 1830, for if the will had expressed the trust that the negroes should be free, and the executor should carry them to a particular country and settle them there, there would be nothing illegal in that, even if it were illegal to direct the emancipation abroad, because, nothing appearing to the contrary in the will, it would be entitled to the favorable construction of meaning an emancipation consistently with the law, and, therefore, if the giving bonds and procuring a license here to emancipate be in law essential to the emancipation it would be inferred that, according to the trust, it was so intended. A trust of the kind now before us, (42) when ascertained, is of precisely the same obligation and entitled and subject to the same interpretation as if it were expressed in the will, which principle, indeed, is the foundation of this bill. As *35
far, then, as the intention of the testatrix can be collected, the emancipation of the slaves was to be legally effected, for the direction that they should be carried out of the State was nothing more than the law itself required, and the only question, with reference to the point under consideration, is whether her direction was that they should be carried away without or after emancipation here. Now, upon that there is the general principle just mentioned that a general direction is to be taken as intended to be consistent with the law, and there is also the positive assertion in the answer that in this case the fact was according to that presumption, which shows that the declaration was right that the testatrix intended that the slaves should not be kept in this State, but be lawfully emancipated and transferred to some free State to enjoy their freedom there. The subsequent acts of the defendant cannot vary the fact as to the intentions of the testatrix nor his obligation to observe them. Up to the decretal order the defendant certainly acted in conformity with the trust admitted by him, and, indeed, the answer contained a submission to execute the trust under the direction of the Court, as being a part of his duty under the trust, thus confirming the presumption as to the purposes of the testatrix arising from the other considerations. The conduct of the defendant since that time does not show the nature of the trust to have been different originally, nor change the rights of the negroes, nor create any in the next of kin of the testatrix, for if a lawful emancipation was intended by the testatrix, and that which the defendant has effected be unlawful, then it is true the defendant has been guilty of a breach of trust, but that cannot destroy the rights of the cestui quetrust nor vest the property in the next of kin, from whom the testatrix took it away, by a lawful disposition. Admitting, therefore, that the defendant may have exposed himself to the penalty of a (43) contempt by not proceeding under the decree, according to his submission, yet that does not affect the question between him and the plaintiff. Nay, admitting that the emancipation were not as yet legally effected, nevertheless, supposing a lawful trust to have been intended as declared and how held, the plaintiffs are cut off at all events, for there can be no doubt that in some way the defendant, having accepted the trust, may be compelled to execute it in behalf of the negroes as cestui que trust, and, therefore, the plaintiffs cannot maintain this suit. The Court will not allow a lawful trust to fail by the laches of the trustee or for the want of one. In Hope v. Johnson, 2 Yerg., 123, a testator in Tennessee directed his land there to be sold and the proceeds laid out in land in Indiana and the right vested in his slaves, naming them, to whom he gave their freedom, and the settling of them in Indiana under the direction of his executors; and a bill was filed by the heirs and next of kin to restrain the executors from selling the land and removing the *36
slaves, on the grounds that the provisions for emancipation and the purchase of land for the slaves were void. But the bill was dismissed and Judge HAYWOOD, in delivering the opinion of the Court, said that when the mind of the testator to emancipate was made known in his will it was the duty of the executor to make use of all such legal means as should be effectual for the completion of his purpose. Indeed, it is a settled rule that a trustee, having accepted, cannot withdraw from the duty, but must go on to perform the trust; and it is said the rule has no exception.Worth v. McAden,
The case has hitherto been considered as if the testatrix had no particular intention that the slaves should be carried immediately out of the State for emancipation abroad, as that, it is apprehended, must be judicially understood to be the fact; consequently, enough has been said for the decision of the present suit. But as the question must often arise in other cases and has been very fully argued in this, and it is important that the state of the law on such a point should be known, it is thought to be proper to state the opinion formed by the Court on the supposition that the trust really was, as contended on the part of the plaintiffs, that the defendant should carry the slaves out of this State to be emancipated without applying for their emancipation here. On that point the Court holds the law to be also against the plaintiffs, because that trust is not expressly forbidden by the law of this State, nor is it against the policy of the law nor the public interest, but is lawful and valid. (45) The point is not a new one in this State nor in our sister States in which slavery exists and laws also regulating the mode of emancipation similar to our own. In Cameron v. Commissioners,
When this point was again brought into question in this case after the former decisions of the Court it became the duty of the Court to look to the adjudications of our sister States similarly situated with ourselves for aid in sustaining our judgments or discovering our error. The research has been made and been successful in finding several adjudications accordant with ours, and no one to the contrary. The first found is Frazierv. Frazier,
It is not doubted that it is perfectly competent to the Legislature to qualify the right of manumission, whether inter vivos or by will, by any regulations that may seem meet to that body, or even to make void any direction in a will of her citizens for the removal of her slaves from the State for the purpose of emancipation elsewhere. But mere legislative regulations for emancipation within the State cannot operate on trusts elsewhere, because they are neither within the words nor the policy of such enactments. It requires an express enactment or plain provision, in avoidance of such a testamentary disposition, before a Court can impose a restraint on a citizen by depriving him of the natural right of sending his slave where he can do us no hurt, that he may live and be free there. *41
The result is that the emancipation of the slaves is deemed effectual and proper, and the dispositions in their favor and that of the defendant Newlin held valid, and therefore the bill must be
PER CURIAM. Dismissed with costs.
Cited: Green v. Lane, post, 79; Washington v. Blunt, post, 255; Reddingv. Findley,
(52)