Cromie's heirs v. Louisville Orphans' Home Society

66 Ky. 365, 3 Bush 365, 1867 Ky. LEXIS 194
CourtCourt of Appeals of Kentucky
DecidedMay 27, 1867
StatusPublished
Cited by20 cases

This text of 66 Ky. 365 (Cromie's heirs v. Louisville Orphans' Home Society) 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
Cromie's heirs v. Louisville Orphans' Home Society, 66 Ky. 365, 3 Bush 365, 1867 Ky. LEXIS 194 (Ky. Ct. App. 1867).

Opinion

JUDGE ROBERTSON

delivered the opinion op the court:

This case involves the legal interpretation and effect of the will of Isaac Cromie, of the city of Louisville, Kentucky, published October .the 12th, 1864, and disposing of an estate apparently large, but of unascertained value. Dying in August, 1865, wifeless and childless, his collateral heirs brought this suit in equity for the larger portion of his estate, which his will dedicated to two charitable institutions, by the following clause, succeeding a few personal legacies: “Sixth. I give, devise, and bequeath all the rest and residue of my estate, real, personal, and mixed, in as nearly equal amounts or parts as may be— say one half to The Presbyterian Orphan Asylum;of Louisville, and the remaining one half to The House of Mercy, of the City of New York, to be divided equally within two years, or sold within five years, and the proceeds accruing to be divided as previously set forth.”

The petition alleges that there are no such legal corporations qualified to take the estate so- abortively [372]*372devised; and, consequently, the petitioners claim that residual interest, as heirs and distributees of a deceased intestate, to that extent.

The executors resist the claim of the petitioners, and aver that, at the date of the will, there was, and still is, in Louisville, a fcharitable corporation patronized by the Presbyterian Churches of that city, which, though styled in its charter “The Louisville Orphans’Home Society,” was yet clearly contemplated by the testator as one of the recipients of his munificence; and also, that there are, and were at the time of publication, two corporations in the city of New York, each of which claims to be the other beneficiary intended in the will, one chartered as “ The House of Mercy, New York,” and the other as Thc Institution of Mercy;” and all these three corporations, being made defendants by the executors, inter-pleaded and asserted their respective claims as beneficiaries under the will.

The chancellor divided the residuary fund between “The Louisville Orphans’ Home Society” and“27¿c Institution of Mercy;” and from that decree the testator’s heirs and “The House of Mercy, New York,” have appealed.

The heirs complain that the chancellor erred in decreeing in favor of “ The Louisville Orphans’ Home Society,” because, as argued, no such corporation existed, and, according to the common law, a testamentary gift to an unincorporated society is void; and “ The House of Mercy, New York,” insists that itself, and not “The Institution of Mercy,” was intended by the testator.

These two radical questions thus raised will be cronologically considered, and the many subsidiary questions, elaborately argued by the learned counsel for all the parties, will be comprehensively answered, without spe[373]*373cial notice of most of the subordinate points or specific arguments.

1. It satisfactorily appears, that early in February, 1849, an assemblage of persons, representing the then five Presbyterian Churches in the city of Louisville, resolved to organize a society for the support and curation of destitute and helpless orphans, adopted an organic law, appointed managers, and drafted a charter of incorporation, which was, on the 26th of February, 1849, adopted by legislative enactment. It also appears, from testimony unexcepted to, that the society thus organized and incorporated has continued its charitable mission under its constitution and charter ever since their adoption.

It is not, however, expressly shown that the constituent members, consisting of not only the persons present at the initial meeting, but also of “ the pastors, elders, deacons, and trustees, for the time being, of the Presbyterian congregations within the city of Louisville,” ever formally signed the constitution, as may have been contemplated by it, nor that there was ever any express acceptance of the charter; but the continued operations under the constitution and charter sufficiently implied a binding adoption of the one and acceptance of the other. Consequently, “The Louisville Orphans’ Home Society” was, at the time of Croroie’s death, a legal corporation, and, as such, was a qualified recipient of his testamentary bounty.

But, without any statutory incorporation, a gift to the society, being essentially a beneficial gift to poor orphans, would be available, and not at all, as earnestly argued, void as it might have been by the common law, unmodified by any statute of charitable uses.

While the statute of Elizabeth concerning charities was constructively abolished in Kentucky (1st vol. Rev. Stat., [374]*374p. 77), it was, in American phase, substantially re-enacted. (Ib., p. 235.) And thus, though the ultra-judicial cy pres doctx’ines which royal prerogative attached as excrescences to the statute of Elizabeth, -had, by its repeal, been cut off as tumors, the aim of our own statute for upholding charities is to make such as it enumerates available whenever so defined as to be judicially identified and applied. And, among the chax-ities provided for by our statute, we find gifts for the benefit of ox’phans, which, even though unavailable at common law, for want of any lodgment of the legal title in any certain person, are legalized and made available by the second section of the act which provides, that “no charity shall be defeated for want of a trustee or other person in whom the title may vest; but comds of equity may uphold the same by appointing trustees, if there be none, or by taking control of the fund or property and directing its management, and settling who is the beneficiary thereof.”

Under the British statute, the cy pres doctrine became so arbitrax-y and latitudinary as to prevent the evident object of donors to charities which they never contemplated and to which they would nevex- have contributed. That judicial legislation, or rather royal usurpation of the prerogative of changing or making walls, was repudiated by this coux't while the statute of Elizabeth was itself recognized as the law of this State. It has also been renounced in some other States, and especially by New York. In Beekman vs. Bonson, 23d New York Rep., p. 298, the court said :

“ That cy pres power wdxich constitutes the peculiar feature of the English system, and is exerted in determining gifts to chaxdty when the donor has failed to define them, and in framing schemes of approxixnation near to or remote from the donor’s true design, is unsuited to our [375]*375institutions, and has no existence in the jurisprudence of the State on this subject.” This 'means, that in New York, the application of charities is strictly judicial.-

And in Moore vs. Moore, 4th Dana, 366, this court said: “We are satisfied that the cy pres doctrine is not and should not be a judicial doctrine, except in one kind of case — where there is an available charity to an identified or ascertainable object, and a particular mode, inadequate, illegal, or inappropriate, or which happens to fail, has been prescribed.”

But, with the restrictive interpretation thus indicated, charities in Kentucky, as well as in England and elsewhere, have long been, and 'yet are, peculiar favorites of modern jurisprudence.

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Bluebook (online)
66 Ky. 365, 3 Bush 365, 1867 Ky. LEXIS 194, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cromies-heirs-v-louisville-orphans-home-society-kyctapp-1867.