City Missionary Society v. August Moeller Memorial Foundation, Inc.

126 A. 683, 101 Conn. 518, 1924 Conn. LEXIS 143
CourtSupreme Court of Connecticut
DecidedDecember 1, 1924
StatusPublished
Cited by5 cases

This text of 126 A. 683 (City Missionary Society v. August Moeller Memorial Foundation, Inc.) is published on Counsel Stack Legal Research, covering Supreme Court of Connecticut primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
City Missionary Society v. August Moeller Memorial Foundation, Inc., 126 A. 683, 101 Conn. 518, 1924 Conn. LEXIS 143 (Colo. 1924).

Opinion

Wheeler, C. J.

In the fifth article of his will August Moeller devised and bequeathed one half of the residue of his estate to two persons, in trust, to invest and reinvest the same as they might deem proper and with authority to pay over this trust fund and its accumulations to a separate organization authorized to receive the same and composed of one representative from the Hartford Saengerbund, the Hartford Turnerbund, the Hartford Maonnerchor, the German Aid Society, the German-American Alliance of Hartford, and such other German organizations in Hartford as they might invite to co-operate, and organized for the purpose of acquiring, establishing and maintaining a home for poor, elderly and destitute Germans, in accordance with a plan previously advocated by some German organizations in Hartford, and which plan the five heretofore named societies and such other German organizations as should co-operate with them should have decided prior to the formation of such “separate organization” to carry out.

*524 This bequest is made upon the proviso that in case a home is not "acquired and established as aforesaid” within a period of five years from the date of the death of the testator, then the bequest to the respondent shall be void and the trustees are directed to turn over the trust fund to the appellant, the City Missionary Society.

This appeal is from the judgment of the Superior Court confirming the decree of the Court of Probate that the respondent, the August Moeller Memorial Foundation, Inc., is entitled to the bequest as made by the fifth article of this will. The appellant, the City Missionary Society, which would, by the will, take this bequest in the event that the right of the respondent to the bequest should fail, attacks the judgment upon three grounds: (1) that the respondent is not the "separate organization” described in the fifth article; (2) that the purchase of a house largely on borrowed money by a corporation organized by representatives of four out of the five German organizations designated in the testator's will, does not constitute the established home to which the testator desired to bequeath this trust fund under the fifth article; and (3) that no such home had been established within the required period of five years.

The parties to this controversy are in accord, as the terms of the fifth article require, that by this article the testator created a charitable trust for a home for poor, elderly and destitute Germans. The appellant interprets this article as provision for the endowment of such a home to be acquired and established as a separate organization by these German societies; in short, that the bequest of the testator was upon condition that the home had been acquired and established by an organization representative of these societies. The appellant assumes in support of this interpretation that the testator was reasonably assured that a bequest to a home founded and paid for by these German organizations *525 would provide a home worthily maintained and make his bequest of real value. Further, the appellant argues that the income from the fund left would be a limited one, of material assistance to an established home, but inadequate to itself provide the means to acquire, establish and maintain such a home as the testator contemplated. A will making provision for such a home a condition precedent to this bequest, might have been wise had the German organizations had the interest or the means to provide such a home. The facts found make it very evident that if such a condition had been attached to this bequest it never could have taken effect.

The separate organization provided for by the testator was for the purpose of acquiring, establishing and maintaining a home for poor, elderly and destitute Germans in accordance with the plan the German societies had heretofore decided to carry out. It might very reasonably be held that the fifth article, aside from the proviso, only required these German societies in good faith by vote to decide to acquire, establish and maintain such a home and subsequently to form the separate organization provided for in this article for the like purpose. But the proviso makes it plain that the testator intended that the home should be acquired and established within a period of five years or the bequest would be void. There is nothing said directly nor by implication that the home should be of any particular size or value, or that it should be paid for in full by the separate organization before the bequest could be paid to it by the trustees. We have no right to infer this because it may be a more prudent method of starting this home. The use of “established” as applied to this home, meant that the home should be put in a settled or efficient condition. These societies appointed delegates who met from time to time and discussed the policy they should pursue in the formation of this “separate organization”; *526 they were for a considerable period active in raising funds for this project and were continuing in this activity down to the time of this trial. On February 13th, 1923, the respondent corporation was incorporated by a representative from each of the German societies named in this article, except one which had disbanded. On the next day it purchased a dwelling-house and paid in $2,000 on the $12,000 purchase price, and immediately dedicated the home to the uses mentioned in this article. The house was not ready for inmates until nearly three months after its purchase, and since this time the wants of the class for whom the bequest was made have been satisfied as soon as brought to the attention of the respondent. This class is not a large one in the vicinity of Hartford, and the only inmates in the home have been a man and his wife, the latter being in the home at the time of trial. The home is now, and was as soon as dedicated, in a settled condition and functioning in accordance with the purpose of the bequest, and hence established. It is a living institution and in a position to carry out the purposes of the testator. That the respondent cannot continue to maintain this home without this bequest, does not indicate the testator’s intention to, in that case, deprive it of the bequest. These societies have undertaken the fulfilment of a sacred trust, and the honor of their membership is pledged to keep faith to the testator and to the court of equity whose supervisory power will prevent the waste of the trust fund.

The next ground of appeal is the claimed failure to establish the home as provided by the testator within the period of five years from his death. We agree with the appellant’s view that the proviso in the fifth article is a condition precedent to the taking effect of the bequest. The language of the proviso is unambiguous and imports a conditional estate. Brennan v. Brennan, *527 185 Mass. 560, 71 N. E. 80; Wheeler v. Walker, 2 Conn. 196; Holmes v. Connecticut Trust & Safe Deposit Co., 92 Conn. 507, 514, 103 Atl. 640.

We do not agree with the appellant’s view, that the facts found show that the home was not established within the five-year period.

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Cite This Page — Counsel Stack

Bluebook (online)
126 A. 683, 101 Conn. 518, 1924 Conn. LEXIS 143, Counsel Stack Legal Research, https://law.counselstack.com/opinion/city-missionary-society-v-august-moeller-memorial-foundation-inc-conn-1924.