McAllister v. McAllister's Heirs

46 Vt. 272
Supreme Court of Vermont·Decided October 15, 1873·Published·Cited by 4 cases

Opinion

The opinion of the court was delivered by

Ross, J.

The questions raised in this case are in regard to the validity of the third and fifth bequests in the testator’s will. The third bequest is expressed as follows: “ I give and bequeath the sum of one thousand dollars, to be paid by my executor here[280] inaftcr named, for the education of the Freedmen of this nation, as soon after my decease as it can reasonably be collected and appropriated to that end: his best judgment and discretion to be exercised in said appropriation.”

The sum withdrawn by the testator from his estate and set apart for the object named, is definite and certain- — one thousand dollars. The beneficiaries who are made the subjects of the testator’s bounty, are the “ Frcedmen of the nation,” a well known class, and at the time of making the bequest, March, 1866, recently emancipated from slavery. Their wants and condition were then subjects prominently before the public, and well known to the testator. The object for which the bequest was to be expended is specifically named — the education of this class of persons. The person who is to be the almoner of the testator’s bounty is appointed by the testator- — -“my executor hereinafter named.” Everything is thus made definite and certain by the testator, except the particular mode of appropriating the bequest for the object named. This the testator has entrusted to the “ best judgment and discretion” of his executor. The executor is alive and willing to discharge the duty thus cast upon him. • No authority has been cited by the counsel for the heirs, nor do we think any exists, which holds that the testator may not entrust the particular mode of appropriating his bounty for the object named, to the -determination of a person appointed by him. There are many authorities which hold that the testator has this right and power, and its exercise will not render void the bequest. The general doctrine is, that whenever a testator has appropriated a definite portion of his property to a specific object, without appointing a trustee, the court of chancery will administer the trust, and allow no trust, otherwise valid, to fail for the want of a trustee. We do not think the Freedmen’s Bureau has any claim upon this bequest. To give it to that society, though organized under an act of Congress, and operating for the education of the freedmen, would defeat rather than execute the intention of the testator, who has entrusted the selection of the mode of appropriating the bequest to his executor. We think the decree of the probate court and of the c-'mrt of chancery, leaving this bequest in the hands of the executor, to [281] be appropriated by him in his best judgment and discretion to the education of the Ereedmen, was correct, and in accordance with the intention of the testator.

II. The fifth bequest isj “ I give and bequeath the residue of my property to the Methodist Episcopal Mission at Bombay.” It is conceded that, neither at the time of the execution of the will by the testator, nor at the time of his decease, was there, nor since then has there been, any such person, or body corporate or incorporate, in existence, known by the specific name of the Methodist Episcopal Mission at Bombay. This bequest, therefore, cannot be upheld as a bequest to any person or body corporate or incoi'porate by name. If it is a bequest to a legal devisee, it must be to such devisee by description rather than by name. Bequests may be made to a devisee by description, as well as by name. Button, Exr. v. American Tract Society, 23 Vt. 336 ; Brewsters v. McCall’s Devisees, 15 Conn. 274; Minot v. Boston Asylum, 7 Met. 416 ; Tucker v. Seaman’s Aid Society, 7 Met. 205. It is evident that the testator at the time he made the bequest, had in mind some object for which he desired to have the residue of his property expended, and some person or corporation through whose instrumentality he desired the expenditure to be made. Has the testator by the words, “ The Methodist Episcopal Mission at Bombay ” sufficiently described the object for which he desired to bestow the residue of his property, and the person or corporation through whose instrumentality the same was to be appropriated to that object, one or both ? To aid in determining this question, extrinsic evidence of the circumstances which surrounded the testator at the time he made the bequest, may be received.

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McAllister v. McAllister's Heirs, 46 Vt. 272 (Vt. 1873).

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