Gore v. Clarke

20 L.R.A. 465, 16 S.E. 614, 37 S.C. 537, 1892 S.C. LEXIS 60
CourtSupreme Court of South Carolina
DecidedNovember 17, 1892
StatusPublished
Cited by6 cases

This text of 20 L.R.A. 465 (Gore v. Clarke) is published on Counsel Stack Legal Research, covering Supreme Court of South Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Gore v. Clarke, 20 L.R.A. 465, 16 S.E. 614, 37 S.C. 537, 1892 S.C. LEXIS 60 (S.C. 1892).

Opinions

The opinion of the court was delivered by

Mr. Justice Pope.

Benjamin F. Briggs, while a citizen of this State, having a living wife and two children, caused a last will and testament to be prepared for him, by the terms of which he left $50 to each one of his children; provided, that one-fourth part of his whole estate, after payment of debts, [543]*543should be equally divided amongst three bastard children, said to have been borne to him by Louisa C. Massey; and that the balance of his whole estate thereafter remaining should vest absolutely in his friend, James L. Clarke. XJpon Briggs’ death in 1885, he left such will unrevoked. His daughter, Mrs. Gore, as plaintiff, now seeks to avoid the payment, by the executors of her father’s will, of the balance of his estate to James L. Clarke, upon the ground that he was to receive the same upon a secret trust for the said Louisa C. Massey and her three children. Judge Fraser heard the cause at March term, 1891, of the Court of Common Pleas for York County, upon the pleadings, testimony taken before him, and deposition of an absent witness, and, by his decree, denied plaintiff the relief prayed for, and dismissed the bill. From this decree the plaintiff appeals upon several grounds.

It is not denied that B. F. Briggs died survived by his widow and two children, and that for a number of years before his death he had sustained unlawful relations with Louisa C. Massey, and that she bore him three children. Under the laws of this State, he was allowed to give by will, or otherwise, not more than one-fourth of his estate to Louisa C. Massey and her children. If, however, he attempted to provide a larger portion of his estate than one-fourth for them, his wife or children could defeat such increased gifts or devises. It is not claimed here that such illicit offspring are given directly more than such one-fourth of his estate, but it is strenuously urged that the bequest to James L. Clarke is upon a secret trust for such illegitimate children. Here is the contention. Judge Fraser in his decree finds it as a fact that the testator’s purpose was that Louisa C. Massey and her three illegitimate children should have the use and benefit of the gift to James L. Clarke, but he declines to enforce any trust as to such gift, as against James L. Clarke, upon the ground that he is not satisfied from the testimony before him that James L. Clarke, during the lifetime of the testator, had ever been informed of the testator’s intention to create such a trust. The several grounds of appeal urge that the Circuit Judge was in error.

It is suggested that sections 1785 and 1866 of the General [544]*544Statutes render any provision, directly or indirectly, made in favor of illegitimate children, over one-fourth of the net estate, void, when the purpose of the testator is established, even if the stranger beneficiary did not know before death of testator of the trust intended to be attached by the testator to his bounty. Again, it is contended that the Circuit Judge erred in deciding that the testimony in this case failed to establish a knowledge by James L. Clarke, during the lifetime of the testator Briggs, of the secret trust attached by testator to his (Clarke’s) bequest.

1 We will not undertake to review the decisions of this court rendered in construing this provision of our laws. We are content to adopt the language of that great jurist, Chancellor Johnstone, in announcing the judgment of the court in the case of Bradley v. Lowry, Speer Eq., 1: “I regard the statute as remedial, and I conceive that it should be so construed as to suppress the mischief contemplated by it;” but, as was said by the same chancellor in Hull v. Hull, 2 Strob. Eq., 188: “In considering the act with reference to its general intention, it must be remembered that there are few rights more valued by the citizen, or more uniformly respected by the legislature (of which we have abundant evidence in this very statute), than the jus disponendi; and no construction in abridgment of this right can be conformable bo the spirit and intent of the act, except when the abridgment arises necessarily from the application of the act to the cases which it describes, or becomes necessary in carrying its provisions into effect, as provisions of a remedial statute.” As was said by Chief Justice McIver in Massey v. Wallace, 32 S. C., 154, in reference to this provision of our law: “Its terms are very sweeping, and it forbids a person having a wife or lawful children from giving to a woman with whom he lives in adultery, or to his bastard children, more than one-fourth of the clear value of his estate, either by deed or will, or by any other ways or means whatsoever.” Both parties to this controversy admit all these provisions and the effect given to them in the many decisions of our courts in construing them.

[545]*5452 [544]*544But it is contended by the appellant here, in the first place, [545]*545that the testator has attempted to evade the law, and that such attempt must be decided to be unavailing, because the Circuit Judge has decided that such was his purpose, notwithstanding it is contended by the respondent, James L. Clarke, that he had no information of such illegal intention of the testator in his lifetime. The case relied upon by the Circuit Judge to support his view, that if Clarke did not have information of testator’s intention before his death, his bequest must stand, is that of Taylor v. McRa, 3 Rich. Eq., 90. In the last mentioned case, by the express terms of the will of McRa, a provision was made in favor of a stranger, Taylor, coupled with a request in these words: “to his special kindness and attention I commit my beloved daughter and son [both illegitimate], and invoke for them his most kind attention and protection.” McBa had a wife living at his death, though she had been separated from him for more than thirty years. This wife was a lunatic, her estate being managed by a committee; he had no children, but had several grand-children. The decision of the court was, that th'ere was no trust raised by the use of the words of the testator in giving Taylor in fee simple three-fourths of his estate, notwithstanding the use of the words quoted above, “to his special kindness and attention I commit my beloved daughter and son,” &c.

In the case of Taylor v. McRa, supra, it will be discovered that the court construed the words of the will on its face—there were no circumstances outside of the will relied upon to create any trust in the bequest to Taylor—and the court held: “It is not pretended that there is any secret trust on the part of the plaintiff for the illegitimate children, and it is conceded that the gift to the plaintiff makes him the absolute proprietor of the estate, unless the terms of the will create an express trust. The course of courts of equity, of late years, has been against the conversion of legatees into trustees, by vague expressions of wishes or recommendations in the disposition of the estate (Sale v. Moore, 1 Sim., 534; Meredith v. Heneage, Ibid., 542; Wright v. Atkyns, 1 Tur. & Russ., 143); and here there is nothing more than a commendation of his children by the testator to the kindness and protection of his executor, without refer[546]

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Bluebook (online)
20 L.R.A. 465, 16 S.E. 614, 37 S.C. 537, 1892 S.C. LEXIS 60, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gore-v-clarke-sc-1892.