Fitzgerald v.

155 S.E. 129, 155 Va. 112, 1930 Va. LEXIS 150
CourtSupreme Court of Virginia
DecidedSeptember 12, 1930
StatusPublished
Cited by15 cases

This text of 155 S.E. 129 (Fitzgerald v.) is published on Counsel Stack Legal Research, covering Supreme Court of Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Fitzgerald v., 155 S.E. 129, 155 Va. 112, 1930 Va. LEXIS 150 (Va. 1930).

Opinion

Hudgins, J.,

delivered the opinion of the court.

Loulie B. Doggett named as sole executor of her last will, probated on April 11, 1927, in the Chancery Court of the city of Richmond, the Virginia Trust Company of Richmond, Virginia. Upon entering on its duties the executor found that the testatrix had endeavored to dispose of the residuum of her estate, valued at $65,000 and consisting of both realty and personalty, by the third article of her will, as follows:

“Third: All the rest, residue and remainder of my property, both real and personal, of which I may die seized and possessed, and to which I may be entitled at the time of my decease, and wheresoever situated, I do give, bequeath and devise unto that society or organization of the Virginia Conference, Methodist Episcopal Church, South, having as its principal object the relief of superannuated ministers, of the Virginia Conference.

“And it is my wish that the said society will distribute this fund to and among the most needy ones under its charge.

“I establish this trust fund as a memorial to my father, Bishop David S. Doggett, and it would please me if the church authorities would designate this fund as the 'Doggett Fund for Superannuated Ministers.’ And I direct that the said society shall always keep said fund safely invested, and only the income from sanie to be used for the sole purpose for which it was created.”

The bulk of the estate of the testatrix was devised and bequeathed for the purpose stated in the paragraphs quoted above. There were other small pecuniary gifts totalling some $3,700, of which the appellants, a sister, nephew and niece, were given $2,200.

[115]*115The executor sought information to ascertain the residuary legatee intended by the testatrix in the third article of her will and claim was made for the residuum of the estate by two bodies, one the Conference Board of Finance of the Virginia Conference of the Methodist Episcopal Church, South, an unincorporated board, or committee, of the Virginia Conference, the other, The Society for the Relief of the Preachers of the Virginia Conference of the Methodist Episcopal Church, South, and their families, their widows and orphans, a Virginia corporation. These claims and their relative merits were presented, respectively, by the chairman of the Conference Board of Finance, Dr. B. N. Beckham, and by the secretary of the Preachers’ Relief Society, Dr. J. T. Whitley, both in letters and by personal conferences. These two bodies decided that it would be advisable that one should retire in favor of the other, and the Preacher’s Relief Society, by its board of directors, passed a resolution stating that it was the sense of the directors that the Conference Board of Finance of the Virginia Annual Conference was the proper organization to receive the residue of the estate bequeathed under the will of Loulie B. Doggett, and filed an answer stating that its directors had passed such a resolution.

The executor, unwilling to assume the responsibility of .transferring to either of these bodies the estate mentioned, filed its bill in the Chancery Court of the city of Richmond, praying for a construction of the will and a determination whether either of the above-named organizations was entitled to the bequest. The heirs at law were made parties. Both organizations and some of the heirs filed answers and the case was duly heard by the learned judge of that court, who entered a decree holding, in effect:

(1) That the Conference Board of Finance is the organization referred to by the testatrix in the third article of her will.

[116]*116“(2) That the bequest to the Conference Board of Finance is a valid bequest under section 587 of the Code of 1919.

“(3) That the disposition made by the testatrix of her residuary estate is not a religious charity.”

From this decree the heirs at law appealed. The Preachers’ Relief Society took no active part in the case and have not appealed from the lower court’s decision. The controversy here is between the heirs of the testatrix and the members of the Conference Board of Finance.

In order to understand the duties and organization of the Conference Board of Finance it will be necessary to refer to that part of the evidence showing the organization of the Methodist Episcopal Church, South. This body is composed of the membership of that denomination commonly known as Methodist and functioning over a large area and in many States. Its membership, both lay and clerical, are governed by and subject to an elaborate structure or code of church law designated and called the “Discipline.” The General Conference of the Methodist Episcopal Church, South, meets regularly once in every four years and is composed of delegates, clerical and lay, from each of its subdivisions called Annual Conferences. An Annual Conference is composed of preachers and laymen who work and reside in a specified territory. The Virginia Conference is an Annual Conference and its territorial area includes parts of Virginia, Delaware, Maryland and North Carolina. This Conference meets annually and is composed of representatives, or delegates, from 835 congregations embraced within its territorial limits. The Annual Conference, in turn, is subdivided into District Conferences. Each Annual Conference is required to organize a Conference Board of Finance, composed of one lay member from each district and an equal number of clerical members, the duties of which are to estimate the amount that will prob[117]*117ably be necessary to provide a reasonable support for the superannuated preachers and the widows and orphans of deceased members, and recommend this amount for assessment upon the Conference, and to distribute the moneys received on assessment, or otherwise, to the superannuated preachers and their families. A superannuated minister is defined in the Discipline of the Methodist Church as “one who is worn out in the itinerant service.”

If the testatrix had designated Preachers’ Relief Society, a Virginia corporation chartered by an act of the General Assembly in 1894, as trustee to execute the residuary devise in her will, there is no question about the fact that the gift would have been upheld, as the charter of this corporation expressly authorizes it to receive, hold, invest and distribute funds in their discretion to all needy preachers and their families, widows and orphans of the Virginia Conference of the Methodist Episcopal Church, South.

The learned chancellor in the court below held, and the witnesses stated, that the description in the will does not point to the Preachers’ Relief Society, but it does fit the Conference Board of Finance. The appellants maintain that the description in the will of the testatrix is as applicable to the one as to the other and that neither is described with that definiteness and certainty which the law requires. The Conference Board of Finance is an unincorporated body, the members of which are resident and non-resident of Virginia, whose personnel is changing from time to time and whose very existence depends not upon its own will but upon the will of the representatives of 835 other unincorporated bodies.

It is admitted that prior to the amendment of 1914 (Acts 1914, chapter 234) and the adoption of section 587 of the Code of 1919 the trust would have been invalid in this State. This court, therefore, must determine the effect of the following words in section 587: “Every gift, grant, devise or [118]*118

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Bluebook (online)
155 S.E. 129, 155 Va. 112, 1930 Va. LEXIS 150, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fitzgerald-v-va-1930.