Coleman, &c. v. O'Leary's Exr.

70 S.W. 1068, 114 Ky. 388, 1902 Ky. LEXIS 169
CourtCourt of Appeals of Kentucky
DecidedDecember 17, 1902
StatusPublished
Cited by32 cases

This text of 70 S.W. 1068 (Coleman, &c. v. O'Leary's Exr.) is published on Counsel Stack Legal Research, covering Court of Appeals of Kentucky primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Coleman, &c. v. O'Leary's Exr., 70 S.W. 1068, 114 Ky. 388, 1902 Ky. LEXIS 169 (Ky. Ct. App. 1902).

Opinion

Opinion of the court by

JUDGE DURELLE

— Reversing.

This appeal is to determine the validity of six clauses of the last will and testament of John D. O’Leary, a respected citizen and resident of Jefferson county. The will was a holograph. Certain of its provisions were held by the county judge to have been canceled and revoked. With the exception of the canceled clauses, it was admitted to probate. Appellant Thomas F. Coleman, suing for himself and for the heirs at law of John D. O’Leary, as a class, filed his bill, praying that the will be adjudged void as a whole; that the devises contained in 'each of th§ six clauses mentioned be declared void; that the estate be adjudged to be undevised estate, which descends to the heirs at law; and [399]*399for a settlement and distribution of the estate. As alternative relief, the bill prayed, in the event any or all the trusts provided, in the disputed clauses should be held valid, that the trustees be required to carry out the same. An answer was .filed, and a demurrer to the answer was carried back to the petition and sustained. The question before us, therefore, is as to the sufficiency of the petition attacking the validity of the contested clauses. These clauses are as follows:

“Clause 4. I give and bequeath to the Rt. Rev James M. Hayes, S. J., Chicago, 111., the sum of $3,000 for masses for the repose of the souls of my mother and my aunts, Ann and Ellen, and my own.”
“Clause 11. I give and bequeath to the Rt. Rev. Roman Catholic Bishop (for the time being) of Louisville the sum of $3,000, to be invested, and the income of which to be applied in rewards of merits to pupils in the parochial poor schools in Louisville.
“Clause 12. I give and bequeath to the Rt. Rev. Roman Catholic Bishop (for the time being) of Cork, Ireland, the sum of $3,000, to be applied to any charitable uses, and so as to do most good, in his judgment.
“Clause 13. I direct my executor to expend the sum of $1,000 for masses for the repose of my soul and those of my mother and aunts, to be said at the c-atbedral, Louisville.”
“Clause 20. All the remainder of my estate, after the payment of the specified legacies and bequests, I wish to be invested and placed in trust with the Rt. Rev. Bishop of the Catholic Diocese of Louisville, and three others to be chosen by him, for the establishment of a home for poor Catholic men, as soon as the proceeds of my estate may justify it.”
[400]*400“Clause 22. I give and bequeath to the Order of the Society of Jesus, known as the ‘Jesuit Order/ one hundred acres of land, at or near my place, Doneraile, in Jefferson and Bullitt counties, for the purpose of education or religion; they to have the privilege of selection on any lands on the west side of the Louisville & Nashville Railroad right of way.”

The .questions, therefore, to be determined by this court, involve simply the validity of these clauses. These questions are to be determined, not under the present statute,’ which, as amended, was approved May 12, 1893, and became a law October 10, 1893 (Kentucky Statutes, section 317 et seq.), but, as the testator died on May 14, 1893, must be determined by the statute in force at that time (General Statutes,,,p. 242, which is a re-enactment of 1 Revised Statutes, c. 14, p. 235). Crawford’s Heirs v. Thomas (21 R., 1100) 54 S. W., 197.

We shall first consider the clauses directing expenditures for masses for the repose of the souls of the testator and certain named relatives, being clauses 4 and 13 of the will. These clauses; undoubtedly express, definitely and distinctly, the intention of the testator. Indeed, the very certainty of the beneficiaries under these clauses is made the ground of attack, for there is no suggestion in this court either that they are void because of being indefinite, or as being bequests for superstitious uses; but the ground urged is that, being gifts to named persons for the benefit of the souls of the testator and of designated persons, these devises are not charities at all, but private trusts, and therefore void, as contravening the doctrine of perpetuities. The trustee in the fourth clause, who is also one of the heirs at law of testator, has filed an answer, stating want of knowledge as to whether any of the devises in the will is void for uncer[401]*401tainty or any other reason, but averring that, if any of The devises shall be held void, he is willing that the amounts received by him be credited on his interest in decedent’s estate. The attack upon these mass cláuses is based especially upon the case of Festorazzi v. St. Joseph’s Church, 104 Ala., 327, 18 South, 394, 53 Am. St. Rep., 48, citing, also, Holland v. Alcock (N. Y.) 16 N. E., 305, 2 Am. St. Rep., 420; In re Schwartz’s will (Sur.), 3 N. Y. Supp., 134; In re McEvoy’s Estate, Id., 207; McHugh v. McCole (Wis.), 12 N. W., 631. In the Festorazzi case, which is reported, also, in 25 L. R. A., 360, a devise -exactly similar to those under consideration was held to be a trust, but not a charitable use, and, being a mere private trust, to be invalid for want of a living beneficiary. The New York cases upon thi-s-s-ubject are in hopeless confusion. The Wisconsin case cited seems, in part at least, to be based on a local statute. We shall not attempt to go into an extended discussion of the authorities upon this question. In England, although the statute of Elizabeth, in its enumeration of charities, has no mention of churches, except in regard to their repair, it has uniformly been held that gifts for the maintenance or promotion of public worship were valid, as charitable uses, unless contrary to- the established religion. Under St. 23 Hen. VIII, c. 10, declaring void all “uses and intents to have obits perpetually, or the continual services of a priest forever,” etc., gifts for the saying of masses and] prayers for the testator’s soul dr the souls of others were, until the repeal of that statute, held to be superstitious uses and void. Perry, Trusts, sections 701, 702. In this country no such doctrine as the English doctrine as to superstitious uses has ever prevailed. As judges, we have nothing to do with creeds or their orthodoxy. In- the courts [402]*402all denominations stand upon the same footing, and are to be treated alike. As said by Mr. Perry (section 715) : “In this country, where all religious denominations, doctrines and forms of worship are tolerated, or, rather protected, so long as the public peace is not disturbed, there can be, in the law, no such thing as a superstitious use.’’ No such doctrine is invoked on behalf of appellants. The validity of the bequests is to be tested by the same principles that would be applied to a devise in aid of the religious observances of any other denomination. The mass, according to Webster’s International Dictionary, is “The sacrifice in the sacrament of the eucharist, or the consecration and oblation of the host.” It is as we understand it, a public service — a public act oft worship — by which, according to the tenets of the Roman Catholic Church, the priest who celebrates it “helps the living and obtains rest for the dead.” As said by the court in Hoeffer v. Clogan, 171 Ill., 462, 49 N. E., 527, 40 L. R. A., 730, 63 Am. St. Rep., 241: “It is Intended as a repetition of the sacrifice on the cross, and it is the chief and central act of worship in the Roman Catholic Church. It is a public and external form of worship— a ceremonial which constitutes a visible action.

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Bluebook (online)
70 S.W. 1068, 114 Ky. 388, 1902 Ky. LEXIS 169, Counsel Stack Legal Research, https://law.counselstack.com/opinion/coleman-c-v-olearys-exr-kyctapp-1902.