Funk Estate

45 A.2d 67, 353 Pa. 321, 163 A.L.R. 780, 1946 Pa. LEXIS 241
CourtSupreme Court of Pennsylvania
DecidedNovember 26, 1945
DocketAppeal, 140
StatusPublished
Cited by32 cases

This text of 45 A.2d 67 (Funk Estate) is published on Counsel Stack Legal Research, covering Supreme Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Funk Estate, 45 A.2d 67, 353 Pa. 321, 163 A.L.R. 780, 1946 Pa. LEXIS 241 (Pa. 1945).

Opinion

Opinion by

Mr. Justice Horace Stern,

The holographic will here involved has the charm of simplicity. It is as follows :-

“Phila., Aug. 14th, 1939.

To whom it may concern I Clara Funk declare this my last will

To Mr. Fred Eaves $500. dollars

To Leslie Kozma $500. dollars

To Mildred McNeilly, the daughter of my deceased nephew $200. two hundred dollars

To Mary King $200

To Harvey Jones $200.

To care of cemetery lot 22nd and Diamond Fifty dollars

To the Animal Rescue League Pa. 50. dollars

After all debts the rest to be given to some worthy cause or institution.

Clara Funk”

Testatrix, a maiden lady, Was in her eightieth year when, a year before she died, she wrote this will. The question is: What did she intend by “worthy cause or institution” as the residuary legatee of her modest estate? The nouns in that phrase present no difficulty; a “cause” is a principle or objective to be achieved; an *323 “institution” is an agency designed to implement a cause and carry it into effect; necessarily the gift was directed to some organized group of persons and not to an abstraction. But what of the qualifying adjective? Did testatrix use the word “worthy” as synonymous with “charitable”? If so, the bequest would not fail for uncertainty merely because she did not specify the particular institution which was to receive the benefit of her bounty, for in such event it would be the duty of the court to appoint a trustee and by its decrees enforce her testamentary intent: Acts of April 26, 1855, P. L. 328, Sec. 10; May 9, 1889, P. L. 173; May 23, 1895, P. L. 114; Thompson’s Estate, 282 Pa. 30, 35, 36, 127 A. 446, 448, 449; Jordan’s Estate, 329 Pa. 427, 428, 197 A. 150. But if the proper meaning to be ascribed to that word would permit the selection of a beneficiary other than a charity the bequest would be invalid: Kinike’s Estate, 155 Pa. 101, 102, 25 A. 1016; Wilbur’s Estate, 334 Pa. 45, 78, 5 A. 2d 325, 341; Restatement, Trusts, § §123, 398. The reason is that such words as “worthy”, “benevolent”, “useful”, “philanthropic”, etc., do not have a technical meaning in the law and therefore, if plainly used in a will to characterize a class of beneficiaries broader than charities, they do not enable the court to give effect to an indeterminable testamentary intent; the word “charitable”, on the other hand, is regarded as having a sufficiently defined legal meaning to make it possible for the court to determine whether a proposed beneficiary comes within that designation. As a matter of fact, however, attempts to give to “charity” a reasonably precise connotation in the law have been generally unsuccessful. “The attempt to formulate a definition that is so specific as to cover every public charity, is sure to prove a failure. Charitable uses take such varied forms that a specific enumeration of the classes or objects is necessarily defective. The scope of a charitable use is well defined in Perry on Trusts, cited in Ould v. Washington Hospital, 95 U. S. 303, ‘A charitable use, where neither law nor public policy forbids, *324 may be applied to almost anything that tends to promote the well-doing and well-being of social man.’ ”: Centennial and Memorial Association of Valley Forge, 235 Pa. 206, 210, 211, 83 A. 683, 684. “The word ‘charitable’, in a legal sense, includes every gift for a general public use, to be applied, consistent with existing laws, for the benefit of an indefinite number of persons, and designed to benefit them from an educational, religious, moral, physical or social standpoint. In its broadest meaning it is understood ‘to refer to something done or given for the benefit of our fellows or the public.’ ”: Taylor v. Hoag, 273 Pa. 194, 196, 116 A. 826. “Charitable uses may be unlimited in number and are not to be determined by the application of any narrow criterion. Whether a purpose is charitable must be ascertained from a consideration of all surrounding circumstances. A design to achieve objects beneficial to the community is common to all charitable purposes. . . . The concept of a charity is continually broadening.”: Tollinger Estate, 349 Pa. 393, 397, 37 A. 2d 500, 502. “A purpose is charitable if its accomplishment is of such social interest to the community as to justify permitting the property to be devoted to the purpose in perpetuity. There is no fixed standard to determine what purposes are of such social inteiest to the community; the interests of the community vary with time and place. ... As to what other purposes are of such interest to the community as to be charitable, no definite rule can be laid down.”: Restatement, Trusts, §368, comment b.

With these necessarily vague conceptions of what constitutes a “charity” in a legal sense it would seem that there is not, at best, an absolute criterion for distinguishing between such words as “charitable”, “benevolent”, “worthy” and the like, when used by a testator to designate the class of institutions from which his beneficiaries are to be selected. In a comprehensive article upon this subject in Yol. LVIII, No. 4 of the Harvard Law Review, 548, 551, Prof. Austin W. Scott aptly remarks that “Cer *325 tainly it is possible for a testator to use these words with these distinctions in mind. But the distinctions are difficult to grasp and are certainly not understood by anyone except such lawyers as have an expert knowledge of the law of charitable trusts.”

It should, then, be clear that our present problem resolves itself into one of interpretation of the word “worthy” as used by testatrix. For that purpose the test to be applied is not to compare the definitions of “worthy” as set forth in standard lexicons with the legal meanings ascribed to “charitable” as above set forth. There must be kept in mind, as stated in Hogg’s Estate, 329 Pa. 163, 166, 196 A. 503, 505, that “The test is what his [the testator’s] words meant to Mm and the thought which he intended to convey by them; language being but a medium of expression, the object of interpretation is to ascertain its import as used by the one who employs it.” Not even the most learned and erudite invariably use words with the precise meanings attributed to them by lexicographers; testators, like other persons, frequently create their own dictionaries, * and indeed it is largely from that circumstance that there arise the necessity and the art of judicial interpretation. On the whole, we find little difficulty in concluding that the word “worthy”, as used by testatrix, was meant by her to refer only to an institution which would fall within the legal definition of a charity, — a construction amply justified by the principle that, if there be any doubt, a testator is presumed to intend the meaning which makes his gift legally effective rather than one which renders it nugatory and void: Anderson’s Estate, 269 Pa. 535, 538, 112 A. 766, 767; Wright’s Estate, 284 Pa. 334, 342, 131 A. 188, 191.

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Bluebook (online)
45 A.2d 67, 353 Pa. 321, 163 A.L.R. 780, 1946 Pa. LEXIS 241, Counsel Stack Legal Research, https://law.counselstack.com/opinion/funk-estate-pa-1945.