Executors of McDonogh v. Murdoch

56 U.S. 367
CourtSupreme Court of the United States
DecidedDecember 15, 1853
StatusPublished
Cited by3 cases

This text of 56 U.S. 367 (Executors of McDonogh v. Murdoch) is published on Counsel Stack Legal Research, covering Supreme Court of the United States primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Executors of McDonogh v. Murdoch, 56 U.S. 367 (1853).

Opinion

Mr. Justice CAMPBELL

delivered the opinion of the court.

The appellees are the heirs at law of John McDonogh, a native of the State of Maryland, who died at McDonogh, near New Orleans, in the . State of Louisiana, in 1850, leaving there a very large succession. In 1839, the decedent executed, at New Orleans, an olographic will for the disposal of the estate he might have at his death. This will is in a legal form, and has been admitted to probate in the District Court of New Orleans. It contains two particular legacies which are not contested, and a single legacy under a universal title. In this bequest the testator declares, “that for the more general diffusion of knowledge, and consequent well being of mankind,” and “being convinced that he could make no disposition of those goods which the Most High had placed under his stewardship, as by means of which the poor will be instructed in wisdom and led into the path of holiness,” “he gives, wills, and bequeathes all the rest, residue, and remainder of his estate, real and personal, present and future, as well that which was then his as that which he might acquire at any time before his death, and of which he might die possessed, (subject to certain annuities,) to the corporations of the cities of New Orleañs and Baltimore forever, one half to each,” “to and for the several intents and purposes thereafter declared.” The testator directs his executors to convert his personal estate into real property, whereby “the whole of his estqie will become a permanent fund in real estate, affording rents, no part of which shall ever be touched, divided, sold, or alienated, but shall forever remain together as one estate, and be managed” as he shall order.

For the management of this estate, thus declared to be inalienable, he directs the two cities each to select, annually, three agents, whose duty it should be to receive seisin and possession of the estate from his executors, immediately after his death. They are “to lease or rent the lots,” “cultivate the plantations,” “collect the rents,” “pay the annuities,” “invest the moneys,” and, “in fine, do all acts necessary to its full and perfect management, according to the will ¿ ’’¿Ahe. will of the testator being “that no part of the general estate, or revenue from rents arising from said general estate',‘shall go into the hands of the corporate authorities of the said cities, but that the said authorities should have forever the supervision of it.”

The testator designed the joint management of the agents of the cities, and the joint supervision of théir authorities over the estate, to be perpetual. He forbids the cities to vary, by agreement, or by any compromise, the relations he has established between them in regard to it. They must make no sale of their interests; no traffic with their powers of control; no surrender, [401]*401for money or other consideration, of their supervisory care. But should they combine to violate his scheme of management or appropriation, their rights are declared forfeited, and “the general estate” is limited over to the States of Louisiana and Maryland, “for the purpose of educating the poor of those States,” “under such a general system of education as their legislatures should appoint.” He further provides, that should there be “ a lapse of the legacies from the failure of the legatees to accept, or any other cause or means whatsoever,” the shares should inure for the benefit of the State or States in which the cities are situate; “that the legislatures of those States'respectively may carry his intentions, as expressed and set forth in the will, into effect, as far and in the manner which will appear to them most proper.”

The testator having provided for the perpetuity of the MeDonogh estate, and the destination of its revenues, proceeds to develop a minute and detailed scheme for its management, improvement, and the expenditure of its income. ■ He appropriates one eighth part of‘its annual revenue, for forty years, for colonizing the free people of color, to the American Colonization Society, the sum not to exceed $25,000 per annum; one eighth part for the erection, in New Orleans, of an asylum for the poor of all ages, castes, and colors; one eighth part to an incorporated society for the relief of orphan boys in New Orleans; and one eighth part for the establishment of a school farm in Maryland. The money appropriated to the asylum, school farm, and orphan boys, he requires to be-invested as capital in real estate, and the rents only to be subject to the uses of the donees. The capital of the asylum and school farm is to be entirely collected, before any appropriation takes place for their use; and for the one the capital is to be $3,000,000, and for the other $600,000. The remaining four eighths of the income of the general estate, for the present, and the whole, after'the objects above mentioned are fulfilled, are destined “ for the education of the poor, without the cost of a cent to them, in the cities of New Orleans and Baltimore, and' their respective suburbs, in such a manner that every poor child and youth, of every color, in those places, may receive a common English education — based, however, be it particularly understood, on. a moral and religious one;” the whole of the general estate “-to form a fund in real estate which shall never be sold or alienated, but be held and remain forever sacred.”

To .carry his purposes into effect, he directs the selection of boards of managers for the different establishments, and suggests that acts ■ of incorporation may become necessary to facilitate their operations.

[402]*402The appellees claim, that, as to the property embraced in this bequest to the cities, that John McDonogh died intestate.

Their argument is, that although he makes in the commencement of his will a formal gift to- the cities; although the cities are designated as his legatees in several clauses of the will, in precise terms; although the property is described as property “willed and bequeathed to the cities,” that the testator has sedulously contrived to withdraw from them the seisin and possession of the whole estate, and has committed them to an uncertain and fluctuating board, for the selection of which he has provided; that the dominion and use of this property, in so fax as he has permitted either, has been confided to this board of managers, but that this board is held servilely to a code of regulations he has dictated, the aim of which is to hold the “McDonogh estate” together in. perpetuity; that by these restrictive regulations the donations to the cities have become nugatory and unavailing. .

This conclusion was adopted by the Circuit Court, whose decree is under revisal, and has been sustained in the argument at the bar of this court with great power and ability.

We may remark of the will of the testator, that it indicates his imagination.to have become greatly disturbed by along and earnest contemplation of plans which he says “ had actuated and filled his soul from early boyhood with a désire t-o acquire a fortune, and which then occupied his whole soul, desires, and affections.” In the effort to accomplish these cherished hopes he has overstepped the . limits which the laws have imposed upon the powers of ownership, overlooked the practical difficulties which surround the execution of complex arrangements for the administration of property, gréatly exaggerated the value of his estate; and unfolded plans far beyond its resources to effect; and' has forgotten that false calculations, mismanagement, or unfaithfulness might occur to postpone or prevent their attainment.

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EXECUTORS OF McDONOGH v. MURDOCH
56 U.S. 367 (Supreme Court, 1854)

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Bluebook (online)
56 U.S. 367, Counsel Stack Legal Research, https://law.counselstack.com/opinion/executors-of-mcdonogh-v-murdoch-scotus-1853.