General Clergy Relief Fund v. Sharpe

43 App. D.C. 126, 1915 U.S. App. LEXIS 2581
CourtCourt of Appeals for the D.C. Circuit
DecidedFebruary 1, 1915
DocketNo. 2692
StatusPublished
Cited by3 cases

This text of 43 App. D.C. 126 (General Clergy Relief Fund v. Sharpe) is published on Counsel Stack Legal Research, covering Court of Appeals for the D.C. Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
General Clergy Relief Fund v. Sharpe, 43 App. D.C. 126, 1915 U.S. App. LEXIS 2581 (D.C. Cir. 1915).

Opinion

Mr. Justice Van Orsder,

delivered the opinion of the Court:

It is conceded that Webb, one of the executors, was fully advised by the testatrix of the contents of the letter found with the will, and that he, impliedly at least, promised to carry out [130]*130her request. It is conceded, also, as indeed it must be, that the letter, not being executed or attested as required by the statute, and not referred to in the will, nor even shown to have been in existence at the date of the execution of the will, has no testamentary effect, and cannot, therefore, be used to modify or explain any" of the provisions of the will.

It is undoubtedly the law that, had the bequest been made unqualifiedly" to the executors, and the devise had passed to them, this unattested letter, in the circumstances of this case, could be uesd, not to change or modify" the terms of the will, but to impose a constructive trust upon the devisees to apply the residue bequeathed to them to the object defined in the letter. O’Hara v. Dudley, 95 N. Y. 403, 47 Am. Rep. 53. It is true, in fact conceded by counsel, that the object of the “request” is indefinite and uncertain, and that no express trust was created, But the appellant insists that the word “request” is here applied to an indefinite and discretionary object, and thus no legal or equitable obligation is imposed upon the legatees, and therefore they take an absolute estate free of all trusts and conditions. After summarizing the authorities, they" attempt in this case to tie us to the rule that a gift accompanied with a request, but with no express words of trust, to use it for an indefinite object, creates an absolute estate in the legatee to whom it is bequeathed. This rule, though correct in some, instances, is subject to exception. It has many qualifications, depending upon the circumstances deducible in each case from the language of the will itself and the. reasonable inferences to be drawn therefrom. There is no coilflict in the authorities, however, when the distinctions are reduced to the final analysis. Precatory words of desire, request, recommendation, suggestion, or confidence, addressed,to-.a legatee, will create a trust where the object and amount are certain and the beneficiary is clearly designated. But where such words are used, and the object is indefinite and uncertain, with no directions as to the amount to be given or the object to be selected, and the application of the fund is left entirely to the discretion of the legatee, a trust will not be deemed to have been intended. Before a precatory trust can be found, not only must the object [131]*131bo certain and definite and the property to which it is to attach clearly designated, hut the recommendatory clause must he peremptory .on the donee.

In the case of Warner v. Bates, 98 Mass. 274, 277, Chief Justice Bigelow announced the rule as to precatory trusts as follows: “If the objects of the supposed trust are certain and definite; if the property to which it is to attach is clearly pointed out; if the relations and situation of the testator and the supposed cesiuis que trust are such as to indicate a strong interest and motive on the part of the testator in making them partakers of liis bounty; and above all, if the recommendatory or precatory clause is so expressed as to warrant the inference that it was designed to he peremptory on the donee; the just and reasonable interpretation is that a trust is created, which is obligatory and can be enforced in equity against the trustee by those in whose behalf the beneficial use of the gift was intended.” This rule is approved in Colton v. Colton, 127 U. S. 300, 32 L. ed. 138, 8 Sup. Ct. Rep. 1164; Briggs v. Penny, 3 MacN. & G. 546, 21 L. J. Ch. N. S. 265, 16 Jur. 93; Green v. Marsden, 1 Drew. 646, 1 Eq. Rep. 437, 22 L. J. Ch. N. S. 1092, 1 Week. Rep. 511; Lambe v. Eames, L. R. 6 Ch. 597, 40 L. J. Ch. N. S. 447, 25 L. T. N. S. 175, 19 Week. Rep. 659, 25 Eng. Rul. Cas. 471 ; Re Hutchinson, L. R. 8 Ch. Div. 540, 39 L. T. N. S. 86, 20 Week. Rep. 904; Burnes v. Burnes, 70 C. C. A. 357, 137 Fed. 781; Hess v. Singler, 114 Mass. 56; Knox v. Knox, 59 Wis. 172, 48 Am. Rep. 487, 18 N. W. 155. in the present ease, because of the lack of a definite object, the clause cannot ho interpreted as being peremptory upon the executors. All that they were required to do was to distribute the property to such persons as they might deem proper. AYhile the amount was certain, the object was indefinite and uncertain; lienee no express trust was created.

Trusts are divided into two classes, express and implied. “Express trusts may be created either by direct fiduciary expressions, or by precatory words, or by words indicating that a power is to he used in trust.” Bisphain, Eq. 8th ed. sec. 20. Their creation depends solely upon the intention of the parties. But [132]*132“implied trusts are those which, without being expressed, are deducible from the nature of the transaction as matters of intent, or which are superinduced upon the transaction by operation of law, as matters of equity, independently of the particular intention of the parties. The term is used in this general sense, including constructive and resulting trusts.” 2 Bouvier’s Law Diet. p. 1144. When one conveys property, either by deed or will, and the circumstances are such that the person taking the legal title is not, in equity, entitled to the beneficial interest, equity will imply a trust in favor of the grantor or those standing in his stead. “A resulting trust by presumption of law arises where the legal ownership of property has been disposed of, but it is apparent from the language of the disposition itself, or from the attendant circumstances, that the equitable ownership or beneficial interest was intended to go in a different channel, although there is no declaration, or no sufficient declaration, as to what the channel should be. In this case a trust is implied for the real owner, termed a resulting trust, or trust by operation of law.” Adams, Eq. p. 31. In other words, while the legal title passes, the equitable estate remains in the grantor.

Applying these distinctions to the will here under consideration, it is apparent that no express trust was created, either in favor of the next of kin or of any other persons, since those among whom the property was to be distributed are uncertain. But, on the other hand, if it is also apparent that the intention of the testatrix was not to bequeath to the executors the beneficial interest in the property, it would be inequitable to vest in them more than the mere naked legal title. When this condition arises, equity creates a resulting trust.

Having found that no precatory trust was created, and for failure no trust as intended, we are confronted with the contention that the executors took an absolute bequest. Where a testator makes a bequest, coupled with precatory words which fail to create a trust, it does not follow, as matter of law, that such bequest becomes absolute. Before it can be so held, it must clear-1y appear from the will itself that such was the intention of the testator. The learned justice below was impelled, from the [133]*133language of tlie will, to conclude that no intention existed in the mind of testatrix to give any beneficial estate to the executors, with this conclusion we agree.

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Bluebook (online)
43 App. D.C. 126, 1915 U.S. App. LEXIS 2581, Counsel Stack Legal Research, https://law.counselstack.com/opinion/general-clergy-relief-fund-v-sharpe-cadc-1915.