Brown v. Hatch

320 P.2d 219, 156 Cal. App. 2d 684, 1958 Cal. App. LEXIS 2469
CourtCalifornia Court of Appeal
DecidedJanuary 15, 1958
DocketCiv. No. 17484
StatusPublished
Cited by1 cases

This text of 320 P.2d 219 (Brown v. Hatch) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Brown v. Hatch, 320 P.2d 219, 156 Cal. App. 2d 684, 1958 Cal. App. LEXIS 2469 (Cal. Ct. App. 1958).

Opinion

WOOD (Fred B.), J.

The attorney general has appealed from that portion of the decree of final distribution1 which awarded the heirs one-fourth of the residue of the testatrix’ estate, leaving intact the portion thereof which awarded three-fourths of the residue to three charitable organizations2 selected and designated by the court, one-fourth to each of the three charities.

The attorney general contends that the entire residue, not merely a portion of it, should have been awarded to charity (none to the heirs) in view of a clause of the will which directed that the residue of the estate “go to charity,” even though without designation by the testatrix of the specific charitable purposes or objects of her bounty and [686]*686without appointment or empowerment of a trustee or other person to select and designate such purposes and objects.

Our study of the record and of the applicable principles of law convinces us that the attorney general rightly so contends. The portion of the decree which he challenges should be reversed.

We start with the principle that “ ‘ [c]ourts look with favor upon all attempted charitable donations, and will endeavor to carry them into effect if it can be done consistently with the rules of law. A bequest intended as a charity is not void, and there is no authority to construe it to be legally void, if it can possibly be made good.’ (Estate of Hinckley, 58 Cal. 457, 513; Collier v. Lindley, 203 Cal. 641, 654 [266 P. 526]; Estate of Bunn, 33 Cal.2d 897, 903 [206 P.2d 635]; see 14 C.J.S. § 6a, p. 427.)” (Estate of Tarrant, 38 Cal.2d 42, 46 [237 P.2d 505, 28 A.L.R.2d 419].)

Thus, “where property is conveyed to a trustee with an express declaration of a charitable purpose by the donor, a court of equity will appoint a successor trustee to carry out the charitable purpose expressed by the donor upon failure of the original trustee ...” (In re Los Angeles County Pioneer Society, 40 Cal.2d 852, 864 [257 P.2d 1].) Similarly, “. . . where . . . property is conveyed without restriction to a charitable corporation and the charitable intent of the donor is ascertained by reference to the charitable purposes of the donee,” a court will appoint a successor trustee to carry out the intent of the donor upon dissolution or other disqualification of the donee corporation. (Same, pp. 864-865. See also Estate of Faulkner, 128 Cal.App.2d 575, 579 [275 P.2d 818].)

A gift to “ ‘a worthy charity selected by my executors’ ” was sustained in Estate of Bunn, 33 Cal.2d 897, 898 [206 P.2d 635]. A similar gift “to charity.” the recipient to be “ ‘designated by my friend Harry I. Rubin’ ” was deemed fully effective in Estate of Hurwitz, 109 Cal.App.2d 302 [240 P.2d 990], The court in the Hurwitz case quoted the following significant passage from the decision in the Bunn ease: “ ‘The basic legal question in the case is whether a bequest to charity in general, with a power in the trustee to select the beneficiary, is too vague and indefinite to be upheld. . . . [Quoting from Bogert on Trusts and Trustees, § 371, 1134-42] “It is believed that there is no objectionable uncertainty about such a general charitable trust. The trustee of it is under a duty to select any one of the hundreds or thousands of means open to him to benefit mankind in such [687]*687a way as to bring about a charitable result. . . . The decisions of the courts in England and in this country can be studied and will guide the trustee to a decision as to what is and what is not charitable. . . . There need be no doubt or ambiguity in the trustee’s mind as to his duty. ...”

“ ‘Applying the reasoning of Professor Bogert, which rests upon sound principles of law and a proper regard for generous intentions to help persons in need of a practical expression of brotherhood, the trust established by Mrs. Bunn should be upheld.’ ” (P. 305.)

The failure of a testatrix to designate a trustee when declaring that the residue of her estate “go to the poor soldiers Letterman Hospital” presented no serious difficulty in Estate of DeMars, 20 Cal.App.2d 514 [67 P.2d 374]; hearing by Supreme Court denied. The court effectuated the donor’s intent by appointing a trustee to administer the fund, designating the commandant of the hospital for that purpose. Especially significant to us is the following statement in the DeMars ease: “Viewing the evidence and the surrounding circumstances, we must hold that the intention of the testatrix to create a trust is clear. The rule applicable is found in Restatement of the Law of Trusts, section 397f [comment (f) of § 397], which reads: ‘If the owner of property devises or bequeaths it for charitable purposes and not only does not name a trustee but also does not use language indicating that the property is to be held upon trust, nevertheless a charitable trust will be created. In such a case the court will appoint a trustee to administer the trust. The executor of the will will be permitted to act as trustee if the testator manifested an intention that he should so act. Thus, if a testator directs that a certain sum shall be used to aid needy students, or to assist the poor, or to promote religion, a charitable trust is created. It is not essential to the validity of the charitable trust that the charitable purpose should be specifically designated. Thus, if a testator bequeaths a certain sum “to charity” a charitable trust is created.’ ” (P. 516.)

Here we have the answer to our problem spelled out for us. Neither the failure to appoint a trustee (Estate of DeMars, supra, 20 Cal.App.2d 514, and § 397, comment (f), Rest., Law of Trusts) nor the failure to designate a specific charitable purpose (Estate of Bunn, supra, 33 Cal.2d 897; Estate of Hurwitz, supra, 109 Cal.App.2d 302; and comment (f) of § 397 of the Restatement) prevents a court from effectuating the will of the testator. It is wholly and simply a [688]*688case of observing and carrying out the basic policy of the law that a “will is to be construed according to the intention of the testator. Where his intention cannot have effect to its full extent, it must have effect as far as possible.” (Civ. Code, § 1317, from 1872 to 1931; Prob. Code, § 101, from 1931 to date.)

We are mindful of the historical concept of the Crown’s prerogative to designate specific charitable objects and purposes when a will failed to so specify and also failed to designate a trustee to make the selection. Courts in some of our states seem to have found that a barrier to the assertion of judicial jurisdiction in such a situation. Justice Holmes disposed of that problem cogently and convincingly in Minot v. Baker (1888), 147 Mass. 348 [17 N.E. 839 at 846 and 847, 9 Am.St.Rep. 713].

Accordingly, we find that the gift “to charity” in this case need not and should not fail.

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Related

Estate of Quinn
320 P.2d 219 (California Court of Appeal, 1958)

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Bluebook (online)
320 P.2d 219, 156 Cal. App. 2d 684, 1958 Cal. App. LEXIS 2469, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brown-v-hatch-calctapp-1958.