Coleman v. Whipple

2 So. 2d 566, 191 Miss. 287, 1941 Miss. LEXIS 140
CourtMississippi Supreme Court
DecidedMay 26, 1941
DocketNo. 34524.
StatusPublished
Cited by16 cases

This text of 2 So. 2d 566 (Coleman v. Whipple) is published on Counsel Stack Legal Research, covering Mississippi Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Coleman v. Whipple, 2 So. 2d 566, 191 Miss. 287, 1941 Miss. LEXIS 140 (Mich. 1941).

Opinions

Alexander, J.,

delivered the opinion of the court.

This suit involves the construction of the will of R. C. Weir, who died on January 29, 1939. After providing in said will for the payment of debts and funeral expenses, the testator provided for three legacies of $10,000 each to cousins, and other bequests direct to charitable and educational organizations, and for the maintenance and support of a legatee who, subsequent to the death of the testator, has died. Such personal bequests were directed to be paid from the proceeds of the sale of real estate if sufficient, otherwise from the residue.

Items Ten and Eleven of the will directed the executors to sell, respectively, all realty and personalty left by the testator. The residue of the estate was, by Item Twelve of the will, bequeathed, in equal parts, to three state educational institutions: The University of Mississippi, Mississippi State College, and the Mississippi State College for Women. The language of these bequests was identical .except for the name of the legatees, and is as follows:

“Item Twelve. All the balance, residue and remainder of my estate after payment of expenses of administration thereof, I do hereby give and bequeath as follows:

“ (a) Thirty-three and one-third per centum thereof to the University of Mississippi, located at or near Oxford, in Lafayette County, Mississippi, by payment thereof to the Trustees of said University of Mississippi, for use by such Trustees for the benefit and improvement of the educational facilities of said University of Mississippi, as *296 such trustees, in their wisdom and judgment, may deem proper.”

The testator was not married. The appellees are second cousins of the testator, and the bill was filed by the executors to construe the will and to cancel the claims of appellees to the lands of the testator. The three state institutions joined in the prayer of the bill.

The answer of defendants alleged that they were second cousins and next of kin of the testator; that the purported bequest of the proceeds of the sale of real estate to the three state institutions was void under Section 269 of the Constitution of 1890: denied that the executors had power under the will to sell the real estate, but that such lands passed by descent to defendants as heirs of the testator. Joe Wilson and Ross Wilson, who were not parties to this answer, later adopted same as their own, and joined as cross-complainants. The cross bill renewed the contention that the executors were without power to sell said lands, reasserted the invalidity of the bequests to the colleges, and prayed for confirmation of the title to all lands in cross-complainants, but it was later dismissed by appellees.

The personal estate is alleged to be about $300,000, and the value of the lands is approximately $111,000. The legacies which are not directed to be paid from the proceeds of sales of lands total $65,000. Although there would remain from the personal estate approximately $235,000 which, after payment of all debts and expenses, would properly pass to the colleges as bequests permitted under Section 270 of the Constitution, this circumstance is overshadowed in briefs for the appellees by their attack upon the bequests of proceeds of realty to such colleges as violative of Section 269. This section is as follows: “Every devise or bequest of lands, tenements, or hereditaments, or any interest therein, of freehold or less than freehold, either present or future, vested or contingent, or of any money directed to be raised by the sale thereof, contained in any last will and testament, *297 or codicil, or other testamentary writing, in favor of any religious or ecclesiastical corporation, sole or aggregate, or any religious or ecclesiastical society, or to any religious denomination or association of persons, or to any person or body politic, in trust, either express or implied, secret or resulting, either for the use and benefit of such religious corporation, society, denomination, or association, or for the purpose of being given or appropriated to charitable uses or purposes, shall be null and void, and the heir at law shall take the same property so devised or bequeathed, as though no testamentary disposition had been made. ’ ’

Such section, when stripped to such provisions as are applicable here, would read in substance as follows: “Every bequest of any money directed to be raised by the. sale of lands, to any body politic, in trust, for the purpose of being appropriated to charitable uses shall be void.” Whether such bequest here is direct to the colleges rather than “in trust”; or whether its proposed devotion to charitable uses, is sufficient to condemn it without the creation of a formal trust (as existed in Blackbourn v. Tucker, 72 Miss. 735, 747, 17 So. 737; Greely v. Houston, 148 Miss. 799, 114 So. 740, and Anderson v. Gift, 156 Miss. 736, 126 So. 656); or whether the prohibition is against a bequest to a religious organization in trust either for the use of such organization or for the purpose of being appropriated by it to charitable purposes (as indicated in Bostick v. Elliott, ms. opinion, Book L., p. 296, not reported), will not be discussed here. Elaborate briefs by the learned counsel have presented their respective contentions with scholarly thoroughness. A decision of these questions is pretermitted by our consideration as to whether Section 269 includes the State within its purview.

The Act of February 28, 1844, by which the University of Mississippi was created, designated certain individuals as trustees and constituted them and their successors as a body politic to be known as “The University of Mis *298 sissippi. ” Such trustees were not such as are defined by the law of trusts. They were the managing board or head of the university, and then and now constitute the University of Mississippi, created by the State through its Legislature which, under its act of creation (Sec. 5) retains the right to repeal the entire act; its property is owned by the State and the university is as an arm of the State, the State itself. State v. Vicksburg & N. R. R. Co., 51 Miss. 361, 365; Oklahoma, etc., College v. Willis, 6 Okla. 593, 52 P. 921, 40 L. R. A. 677; McDonald v. University of Kentucky, 225 Ky. 205, 7 S. W. (2d) 1046; University v. Maultsby, 43 N. C. 257; Trustees of University of Alabama v. Winston, 5 Stew. & P. (Ala.), 17; Dart v. Houston, 22 Ga. 506. The acts creating the colleges now known as Mississippi State College (February 28, 1878) and Mississippi State College for Women (March 12, 1884, Laws 1884, chap. 30) must be similarly construed, and such construction is not at all affected by Chapter 127 of the Laws of 1932, creating a single board of trustees for all the state institutions of higher learning.

We pass, therefore, to the question whether the State, as a legatee, comes within the prohibition of Section 269 of the Constitution and Section 3564, Code 1930. By resorting merely to well-known principles of statutory construction, it is evident that the State may not be restricted in its sovereignty except by the specific provisions of its statutes. Josselyn v. Stone et al., 28 Miss. 753; Turner v. City of Hattiesburg, 98 Miss. 337, 53 So. 681; Feemster v. City of Tupelo, 121 Miss. 733, 83 So. 804; State Teachers’ College v. Morris, 165 Miss. 758, 144 So.

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Bluebook (online)
2 So. 2d 566, 191 Miss. 287, 1941 Miss. LEXIS 140, Counsel Stack Legal Research, https://law.counselstack.com/opinion/coleman-v-whipple-miss-1941.