Bates v. Schillinger

145 A. 395, 128 Me. 14, 1929 Me. LEXIS 52
CourtSupreme Judicial Court of Maine
DecidedMarch 11, 1929
StatusPublished
Cited by4 cases

This text of 145 A. 395 (Bates v. Schillinger) is published on Counsel Stack Legal Research, covering Supreme Judicial Court of Maine primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bates v. Schillinger, 145 A. 395, 128 Me. 14, 1929 Me. LEXIS 52 (Me. 1929).

Opinion

Bassett, J.

Bill in equity brought by the executor of the will of Lovina White, late of Corinna, to construe the will and to determine whether a specific bequest under the seventeenth paragraph and the bequest of the residue under the nineteenth paragraph of the will are valid. The will was executed July 21, 1920. She died October 30,1925. The case was reserved by the sitting Justice with the consent of the parties for decision by this court on the legally admissible evidence of the record.

The will, after providing for specific bequests to fourteen individuals and a bequest in trust to the Town of Corinna for the [16]*16perpetual care of her family lot, provided in paragraph seventeenth, “I give and bequeath unto the Methodist Episcopal Church Society of Corinna, Maine, the sum of two hundred dollars, to be used for the said Society in any way it may deem best.”

Paragraph nineteenth provided that the residue be held in trust to use the income to aid a niece during her life as in the discretion of the trustee it was from time to time needed for that purpose, “and at her decease I give and bequeath all such principal and the income not so used under the trust, unto the Methodist Episcopal Church Society of Corinna, Maine, to be used as shall seem best in the discretion of said Society. Should said Society not be in existence at the termination of said trust, then and in that case, I give and bequeath said remainder unto such Society as shall be the successor of said Methodist Episcopal Church Society, and the same directions as to its use shall apply as I have made in behalf of said Methodist Episcopal Church Society.”

The niece died during the life of the testatrix.

From the admissible evidence, it appeared that at the date of the will and of the death of Mrs. White and for many years prior thereto, there was in Corinna a voluntary, unincorporated association of individuals known as and generally called the Methodist Episcopal Church, but also called the Methodist Episcopal Church Society. The association was the only one in Corinna known or called by either of these names. It occupied and used a church edifice in which were held meetings and religious services of the association, conducted by a resident pastor who was a minister of the Methodist Episcopal Church. Such services had been attended by Mrs. White up to and for many years prior to her decease.

Meetings called “Quarterly Conferences” were held annually in and for the “District” in which Corinna was located, and such Conferences were held in 1923 and 1924 and attended by the “District Superintendent” whose duty it was to attend them. Failure to produce the original records of these meetings was duly accounted for, and by proper secondary evidence it appeared that there was submitted to the Superintendent at each of the Conferences for his approval, the nomination of Lovina White as “steward” of the Corinna association, that he approved the nomination, and that she was elected.

[17]*17It is a matter of common observation that the terms “church” and “society” aré popularly used to express the same thing, namely, a religious body organized to sustain public worship. Church and Congregational Society v. Hatch, 48 N. H., 393, 396; Josey v. Union Loan & Trust Co., 32 S. E., 628 (Ga.). They were used interchangeably as to this association. Brackett v. Brewer, 71 Me., 484.

Evidence is’ admissible to identify a devisee or legatee. Preachers’ Aid Society v. Rich, 45 Me., 552; Howard v. American Peace Society, 49 Me., 288; Ladd v. Baptist Church, 124 Me., 386; Norwood v. Packard, 125 Me., 220; Trust Company v. Pierce, 126 Me., 67; First Parish in Sutton v. Cole, 3 Pick., 232; Tucker v. Seaman’s Aid Society, 7 Met., 188; Church and Congregational Society v. Hatch, supra.

The evidence above stated is sufficient, without considering the admissibility of other evidence to the admission of which objection was made, to establish that Mrs. White intended to designate as her legatee this one association with which she had been connected and called by the name of either the Methodist Episcopal Church or Methodist Episcopal Church Society.

It was not established by admissible evidence that there were duly elected “stewards or trustees of the Methodist Episcopal Church” or “trustees of the local Methodist” church within the provisions of Rev. Stat., Chap. 17, Sec. 19. Nor was there evidence that a corporation was organized as therein provided. The bequests therefore do not appear to be gifts to a corporation under the statute. In Ladd v. Baptist Church, supra, referred to by counsel, the opinion states that the church was incorporated and no question appears to have been raised about its incorporation.

This court in Pushor v. Hilton, 123 Me., 227, reserved decision of the question whether a devise or bequest directly to a voluntary association can be upheld. The association in that case was admittedly not a charitable organization. Neither shall we consider the question of the validity of such a direct bequest even to an organization assumed to be charitable.

The only question we shall consider is whether these bequests are valid charitable trusts. Charitable trusts are always favorites of the law and in construing them, a liberal policy has been con[18]*18stantly and consistently maintained by this court, Bills v. Pease, 116 Me., 100; Prime v. Harmon, 120 Me., 303, in harmony with the general rule, Jackson v. Phillips, 14 Allen, 539, 550; 5 R. C. L., 352, Sec. 89; 11 C. J., 307, Sec. 12.

The definition of a “charitable trust” or a “public charity” as given in Jackson v. Phillips, supra, has been adopted and applied in this state. Bills v. Pease, supra; Haskell v. Staples, 116 Me., 103. “A charity in the legal sense, may be more freely 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 burden of government. It is immaterial whether the purpose is called charitable in the gift itself, if it is so described as to show that it is charitable in its nature.”

The heirs at law deny that valid charitable trusts were created by the will, contending, in the first place, that the beneficiaries of a charitable trust must be indefinite but capable of being ascertained ; that they can not be ascertained here because the society has no records disclosing who constitute it and the trustee can not select, as he must, the members of a society which has no record of its membership, and therefore that the trust fails; but further that, if the members were accurately ascertainable, they would no longer be indefinite, and therefore again the trust fails. •

The major premise of this argument, that the beneficiaries must be indefinite but capable of being ascertained, contains a fallacy.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Attorney General v. Pine Tree Council, Inc., Boy Scouts or America
2025 ME 2 (Supreme Judicial Court of Maine, 2025)
Parshall Christian Order v. BD. OF R., ETC.
315 N.W.2d 798 (Supreme Court of Iowa, 1982)
Johnson v. South Blue Hill Cemetery Association
221 A.2d 280 (Supreme Judicial Court of Maine, 1966)
Grigson v. Harding
144 A.2d 870 (Supreme Judicial Court of Maine, 1958)

Cite This Page — Counsel Stack

Bluebook (online)
145 A. 395, 128 Me. 14, 1929 Me. LEXIS 52, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bates-v-schillinger-me-1929.