Geppert v. Winans

59 N.W.2d 727, 75 S.D. 96, 1953 S.D. LEXIS 26
CourtSouth Dakota Supreme Court
DecidedAugust 5, 1953
DocketFile No. 9354
StatusPublished
Cited by2 cases

This text of 59 N.W.2d 727 (Geppert v. Winans) is published on Counsel Stack Legal Research, covering South Dakota Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Geppert v. Winans, 59 N.W.2d 727, 75 S.D. 96, 1953 S.D. LEXIS 26 (S.D. 1953).

Opinions

KNIGHT, Circuit Judge.

Herman J. Geppert, then a resident of Buffalo County, South Dakota, and the owner of property of the value of about one million dollars, died on September 25, 1951, having theretofore on July 16, 1947, of his own volition, duly executed in writing his last will and testament, which, with a codicil thereto thereafter executed, was established and admitted to probate by a judgment of the Circuit Court of said county, made and filed on May 26, 1952, from which this appeal was taken by heirs at law of testator who timely filed a contest to said will.

The trial de novo which culminated in said judgment was upon appeal from an order of the county court of said county, and upon said trial, pursuant to a stipulation of the parties, the court considered and determined the validity and interpretation of the following provisions of said will:

“Third: I authorize and direct my executors ■ hereinafter named as soon as may conveniently be done after my death to sell all the residue of my [98]*98estate at either public or private sale for cash. After the payment of all proper charges against my estate I give, devise and bequeath such cash residue as follows: * * *
“(c) To the Catholic Bishop of the Diocese of Sioux Falls, South Dakota, all of the rest, residue and remainder of my estate, after payment of bequests “a” and “b” hereof, the same to be used by such Bishop and his successors, in support of the work of the church in the poorer parishes of the Diocese, in such manner as they see fit, except that it must all be used in South Dakota.”

The judgment appealed from is based upon a formal decision previously made and filed, in which the trial court found and decreed:

“That Paragraph Third (c) of said will creates a valid charitable trust in which the Catholic Bishop of the Diocese of Sioux Falls, South Dakota, and his successors in office is the Trustee, and the Catholic Church of the Diocese of Sioux Falls, South Dakota, is the beneficiary.”

Bequests “a” and “b” above mentioned are for one thousand dollars each to two designated Catholic Churches.

Paragraph “Seventh” of said will is as follows:

“My relatives have been intentionally omitted herefrom.”

The said codicil executed March 17, 1951, directs the payment of ten dollars to testator’s stepmother and five dollars each to his half-sister and his surviving brothers and sisters, and states:

“I have intentionally omitted my deceased brothers and sisters and all of my nieces and nephews herefrom.”

The undisputed testimony of the respondent, William O. Brady, discloses that he is the present Catholic Bishop of the Diocese of Sioux Falls, duly appointed by the Pope of the Roman Catholic Church and that under the Canon Law of such church his successors will be so appointed; that said diocese is that part of the Catholic Church in South Dakota [99]*99which lies east of the Missouri River; that as originally established by Pope Leo XIII in 1889 it included the entire state but was reduced to its present territorial boundaries in the 1900’s. Under said Canon Law such bishop is the supervisor of all property in the name of any religious corporation subordinate to that diocese, and such bishop is the president of every such corporation, and that under such Canon Law parishes have absolutely no authority over money or property included in bequests to the bishop and any appeal to state courts by members of the parishes to assert rights to portions of such funds is contrary to such Canon Law.

Bishop Brady further testified that a “poorer parish” would be understood to be one not fully developed or in debt; that said Canon Law obligates a bishop to carry out the exact provisions of any will according to the law of the state in which it is effective, and stated:

“* * * £ would be obligated in conscience by Canon Law, and * * I would be civilly obligated by the law of the State of South Dakota to carry out the exact provisions of the court, whatever that might be.”

The evidence also discloses that “The Diocese of Sioux Falls” is the name of a corporation incorporated in 1915 by and consisting of five persons, one of which is the bishop, but this bequest is not for the benefit of that corporation and the bequest to the bishop is ineffectual to vest any interest in the subject of the trust created in said corporation.

Appellants base their appeal solely upon six points of alleged invalidity of paragraph Third (c) above quoted: (1) The will creates a trust, (2) The will does not create an exclusively charitable trust, (3) This is not a valid trust in South Dakota, (4) Private trusts are invalid if beneficiaries uncertain, extends beyonds lives in being, trustee given unbridled authority, ambiguous in terms and court jurisdiction ousted, (5) If the will is permitted to stand there will be no beneficiaries capable of enforcing the trust, and (6) The judgment is not supported by the evidence.

Appellants’ third point merits first consideration. We have no statutory enactment which defines, authorizes or [100]*100prohibits charitable trusts or trusts for the benefit of the public. Prior to the recodification in 1939, statutory trusts were classified as voluntary and involuntary, C.L. of 1887, § 3911; R.C. 1919, § 1185, and are now termed express and implied, SDC 59.0101, which also provides:

“* * * An express trust is an obligation arising out of a personal confidence reposed in and voluntarily accepted by one for the benefit of another.”

We have no statutory classification of trusts as private or public. SDC 59.0301, relied upon by appellants as limiting the purposes for which trusts may be created in this state, by its terms applies only to uses and trusts in relation to real property and is inapplicable in this case as the subject of the trust under consideration consists exclusively of personal property.

Statutes relating to express trusts are in part as follows:

SDC 59.0104: “* * * Except as otherwise prescribed by chapter 59.03 concerning trusts and uses in relation to real property and by chapters 51.13 and 51.14 relating to transfers, a trust may be created for any purpose for which a contract may lawfully be made.”

SDC 59.0105 is in part as follows: “Subject to the provisions of section 59.0303 concerning express trusts in relation to real property an express trust is created as to the trustor and beneficiary by any words or acts of the trustor indicating with reasonable certainty:

“An intention on the part of the trustor to create a trust, and
“The subject, purpose, and beneficiary thereof; * :|: *

SDC 59.0211 “A discretionary power conferred upon a trustee is presumed not to be left to his arbitrary discretion but may be controlled by the Circuit Court, if not reasonably exercised, unless an absolute discretion is clearly conferred by the declaration of trust.”

[101]*101SDC 33.26 relates to the administration of trust estates, and SDC 33.2601 defines a “court trust” as any trust which is established or confirmed by the judgment, decree or order of any court of record of this state or any foreign jurisdiction.

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Related

Banner Health System v. Long
2003 SD 60 (South Dakota Supreme Court, 2003)
In Re Geppert's Estate
59 N.W.2d 727 (South Dakota Supreme Court, 1953)

Cite This Page — Counsel Stack

Bluebook (online)
59 N.W.2d 727, 75 S.D. 96, 1953 S.D. LEXIS 26, Counsel Stack Legal Research, https://law.counselstack.com/opinion/geppert-v-winans-sd-1953.