In Re the Estate of Loomis

451 P.2d 195, 202 Kan. 668, 1969 Kan. LEXIS 293
CourtSupreme Court of Kansas
DecidedMarch 8, 1969
Docket45,255
StatusPublished
Cited by5 cases

This text of 451 P.2d 195 (In Re the Estate of Loomis) is published on Counsel Stack Legal Research, covering Supreme Court of Kansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re the Estate of Loomis, 451 P.2d 195, 202 Kan. 668, 1969 Kan. LEXIS 293 (kan 1969).

Opinion

The opinion of the court was delivered by

Fatzer, J.:

This case arises out of the construction of the will of Nellie Loomis and for direction as to the distribution of the residue of her estate devised by the third paragraph of her will to the “proposed Nellie Loomis Memorial Home for the Aged, Cheney, Kansas.” The district court entered judgment that the third paragraph of the will constituted a valid bequest and devise. The appellants are the decedents heirs at law. The appellee is the executor named in the decedent’s will.

The will was admitted to probate in Sedgwick County on February 19, 1964, and omitting the attestation clause and signatures, reads:

“I, Nellie Loomis, of Milton, Kansas, do hereby make, publish and declare this my last will and testament in manner and form following:
“First: I direct that all my just debts and funeral expenses be paid as soon after my decease as conveniently can be done.
“Second: I give and bequeath to Harold Johnson, Solo, Missouri the sum of Five Thousand & no/100 Dollars ($5,000.00).
“Third: All the rest, residue and remainder of my estate, real, personal and mixed, wheresoever situate, of which I may die seized or possessed, or to which I may be entitled to at the time of my decease, I give, devise and bequeath to the proposed Nellie Loomis Memorial Home for the Aged, Cheney, Kansas, to have and to hold the same forever.
“Fourth: I hereby nominate, constitute and appoint C. O. Bomholt of Cheney, Kansas executor of this, my last will and testament.
“Sixth: I hereby revoke all former or other wills and testamentary dispositions by me at any time heretofore made.
“In Witness Whereof I have hereunto subscribed my name in the presence of Mary Bomholt and Jennie Casley both of Cheney, Kansas, whom I have requested to become attesting witnesses hereto this 28th day of September, 1962.
“/s/ Nellie Loomis”

The merits of the appeal depend upon the validity of the appellant’s contention that the third paragraph of the will contained no indication at all that a trust was to be created, and since there was no person or legal entity in existence with capacity to take *670 the property at the time of the decedent’s death, the devise was void, and the property descended to the decedent’s heirs at law.

The parties stipulated that at the date of the testatrix’ death the proposed Nellie Loomis Memorial Home for the Aged was not in existence. Because of the nature of the gift, that is, to the proposed Nellie Loomis Memorial Home for the Aged “to have and to hold the same forever,” neither the executor nor anyone else may establish such a home at any future time. The executor is obligated to administer the estate in conformity with law, and paragraph three directs he distribute the residue to a nonexistent entity. Under those circumstances, is the residuary clause valid?

The appellee contends the devise contained in paragraph three created a valid charitable trust based upon evidence admitted in the district court, over the appellants’ objection, of oral direction by the testatrix to the named executor after she had executed her will, to prepare plans for the building of a home for the aged which she approved in her lifetime and to incorporate the Nellie Loomis Memorial Home for the Aged after her death, which, he asserts, delineated the charitable purpose of the gift and the organization proposed to administer it.

A charitable trust is created by a will only if the settlor properly manifests therein an intention to create a charitable trust, but such a trust is not created unless the settlor manifests an intention to impose enforceable duties. (2 Restatement of the Law, Trusts, § 351, p. 1099.) The trust for a charitable object must be to some person, body or association of persons having a legal existence and with capacity to take and administer the trust, and for some definite and lawful object. (Ratto v. Nashville Trust Co., 178 Tenn. 457, 159 S. W. 2d 88, 141 A. L. R. 341.)

It has been held that a devise of the residue of an estate to a corporation to be created after the death of the testator is void because there is no devisee with capacity to take the property at the time of death (Zeisweiss v. James, 63 Pa. 465, 3 Am. R. 558; Carr v. Hart, 220 La. 833, 57 So. 2d 739; In re Korzeniewska’s Estate, 297 N. Y. Supp. 997, 163 Misc. 323; 94 C. J. S., Wills, § 106, p. 825), and the possibility that there might be a corporation organized thereafter is too remote. (Malmquist v. Detar, 123 Kan. 384, 255 Pac. 42.) However, it has been held that a person may devise and bequeath property to a corporation to be formed after his death, if the will provides that such corporation shall be so formed and *671 the gift is otherwise valid as, for example, in the case of a valid gift for charitable purposes and uses. (In re Estate of Weeks, 154 Kan. 103, 106, 114 P. 2d 857; H. C. Drew Manual T. School v. Calcasieu Nat. Bank, 192 La. 790, 189 So. 137; St. John v. Andrews Institute, 191 N. Y. 254, 267, 268, 83 N. E. 981, affirmed Smithsonian Institute v. St. John, 214 U. S. 19, 53 L. Ed. 892, 29 S. Ct. 601, Zollmann, American Law of Charities, § 345, p. 229; 15 Am. Jur. 2d, Charities, §44, p. 52; 94 C. J. S., Wills, §106, p. 825.) Where a bequest or devise is made to a charitable corporation for the accomplishment of a purpose for which it was formed, the gift is absolute and not in trust, and is not to be judged by any of the well-known rules pertaining to the law of trusts as applied to individuals. (Zabel v. Stewart, 153 Kan. 272, 109 P. 2d 177.)

In determining the force and effect to be given the terms of a will, the court’s first duty is to survey the instrument in its entirety and ascertain whether its language is so indefinite and uncertain as to require the employment of rules of judicial construction. Where, from an analysis of the entire instrument, no ambiguity or uncertainty is found in its language, there is no occasion to employ rules of judicial construction and the will must be enforced in accordance with its terms and provisions. (In re Estate of Freshour, 185 Kan. 434, 345 P. 2d 689.)

The appellee alleged in his pleadings in the probate court and conceded in the district court that the testatrix’ will was clear and unambiguous. Our analysis of the entire instrument discloses no ambiguity, and it contains no language to indicate a manifestation of intention on the part of the testatrix to create a testamentary charitable trust. By manifestation of intention to create such a trust we mean the external expression of intention in writing as distinguished from undisclosed intention or oral instructions or directions given to a named executor or trustee appointed by the will.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Mark Twain Kansas City Bank v. Kroh Bros. Development
863 P.2d 355 (Supreme Court of Kansas, 1992)
McClary v. Harbaugh
646 P.2d 498 (Supreme Court of Kansas, 1982)
King v. Davidson
592 P.2d 231 (Court of Appeals of Oregon, 1979)
In Re Estate of Laue
589 P.2d 558 (Supreme Court of Kansas, 1979)
Estate of Wittman v. Huston
215 N.W.2d 223 (Supreme Court of Iowa, 1974)

Cite This Page — Counsel Stack

Bluebook (online)
451 P.2d 195, 202 Kan. 668, 1969 Kan. LEXIS 293, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-loomis-kan-1969.