Monaghan v. Joyce

103 A. 582, 12 Del. Ch. 28, 1918 Del. Ch. LEXIS 13
CourtCourt of Chancery of Delaware
DecidedApril 25, 1918
StatusPublished
Cited by4 cases

This text of 103 A. 582 (Monaghan v. Joyce) is published on Counsel Stack Legal Research, covering Court of Chancery of Delaware primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Monaghan v. Joyce, 103 A. 582, 12 Del. Ch. 28, 1918 Del. Ch. LEXIS 13 (Del. Ct. App. 1918).

Opinion

The Chancellor.

This" case was heard upon bill and answer at the election of the complainant. The bill is one for specific performance of a contract between John J. Monaghan, the complainant, and Annie Joyce, one of the defendants, for the sale by the former to the latter of a lot of land in Wilmington, with five dwelling houses thereon erected, alleged to have been devised by the will of John A. Lyons as part of the residue of his estate in fee simple “free of all trusts or conditions.” The residuary clause of the will, probated in August, 1916, is as follows:

“12th — All the rest and residue of my estate, real, personal or mixed of whatsoever kind and wheresoever situate, at the time of my decease I give, devise and bequeath to the said Rt. Rev. John J. Monaghan or his successor the Rt. Rev. Bishop of Wilmington Diocese to be applied to such charitable purposes of the Diocese of Wilmington, Del. as he may deem fitting.”

John J. Monaghan, the complainant, was and is the Bishop of the Roman Catholic Diocese of Wilmington. After the argument an opinion was filed, in which I declined to decide the case until the heirs at law of the testator were made parties defendant, in case the devise be held void. Later a petition was filed, by Catharine Lyons as sister and sole heir at law of the testator, John A. Lyons, asking to be made party to the cause, “in order that this honorable court may decree as it deems right and fitting, ’ ’ and declaring that she was desirous to effectuate the intention of the testator as expressed in his will. Thereupon an order was made admitting her to be a party complainant. No argument was made in her behalf.

Was the devise invalid by reason of any statute of Delaware ? By Chapter 68, § 18, of the Revised Code of 1915, par. 2181, p. 1044, it is provided, as follows:

“No grant, conveyance, devise or lease of personal or real estate to, nor any trust of such personal or real estate for the benefit of any person, and his successor or successors in any ecclesiastical office, shall vest any estate or interest in said person or his successor; and no such grant, conveyance, demise, or lease to or for any such person by the designation of any such office, shall vest any estate or interest in any successor of such person. But this section shall not be deemed to admit the validity of any such grant, conveyance, devise or lease heretofore made.”

[30]*30By the residuary clause the devise was to John J. Monaghan as Bishop, an ecclesiastical.office. The testator intended to give' the land to the person who at his death should hold the ecclesiastical office of Bishop of the Roman Catholic Church.in the Diocese of Wilmington; for the devise was given to John J. Monaghan, “or his successor the Rt. Rev. Bishop of Wilmington Diocese,” i. e., to John J. Monaghan if he were then the Bishop of the Diocese, and, if not, then to whoever should then hold the office as his successor. John J. Monaghan could take title (if at all) only because he was at the death of the testator the holder of that office.

Paragraph 2181 (Revised Code of 1915) is section 1 of chapter 275, vol. 11, Laws of Delaware, passed March 1, 1855, and the title of the act is “An Act in Relation to Conveyances and Devises of Personal and Real Estate for Religious Purposes.” All of the sections of the act, except section 1, clearly and expressly relate to the matters stated in the title to the act, viz. grants, etc., for religious purposes, and none to grants for charitable purposes. The case of Wilmington, etc., Friends v. Ninth Street Co., 10 Del. Ch. 290, 91 Atl. 542, affirmed by the Supreme Court 10 Del. Ch. 479, 92 Atl. 1085, does not apply for the comments on the Act of 1855 were applicable to grants, etc., for religious purposes, and are not necessarily applicable to grants for general charitable purposes.

The quoted section of the Code does not apply in the devise in question. ■ There was no devise to any person and his successor or successors in any ecclesiastical office. There was a device to a person by the designation of his ecclesiastical office; but that form of gift is not prohibited by the statute. It does not even provide that a devise of land to or for a person by the designation of an ecclesiastical office should not vest in any successor of the devisee any estate or interest in the land devised, though obviously in this case such a prohibition would be unimportant as the complainant was the original devisee and not the successor of the devisee in an ecclesiastical office..

In form the devise is not to John J. Monaghan and his successor in the ecclesiastical office of Bishop, nor if he had died before the testator would it have been a devise to the incumbent of the Office, whoever he might then have been, and his successor in such offióe. It is a devise to the person who at the death of the [31]*31testator should be the incumbent of the office. Upon the death of John J. Monaghan, seized of the property, the title to it would not vest in his successor in the office, and the same is true as to his successor in office in case he had died in the life of the testator. There is, then, no statutory objection to the validity of the devise. There is judicial authority to support the gift.

A gift to a priest or minister in his public office, to be used by him for such public, religious and charitable purposes as he sees fit, will be held to be charitable; but it must be a gift to the donee in his official capacity to be expended for public charitable purposes; for if it is a gift to the person, or individual, in his private capacity, for his individual benefit and relief, it will not be charitable, though the individual is described in his official character. 2 Perry on Trusts, (6th Ed.) § 703 p. 1152; citing Thornber v. Wilson, 3 Drew. 245; s. c.,4 Drew. 350; Doe v. Aldbridger, 4 T. R. 264; Doe v. Copestake, 6 East, 328; Morica v. Durham, 10 Ves. 522.

"The question whether there is a charitable gift does not depend on the., fact that there is a gift to an individual describing him as minister; but on whether the testator designates the individual as such, or as being the person who happens to fill the office.” Thornier v. Wilson, 4 Drew. 350, 351.

Another important question is whether the gift, though distinctly a charitable trust, is void for uncertainty as to the class to be benefited. The gift here is to such charitable purposes of a particular locality, a territorial division of a certain religious body, as the trustee may deem fitting. There is, therefore, a trust, a designated trustee, a gift to charitable purposes, and a definite locality to be benefited. It is distinctly a charitable trust within any definition that can be found in any decided case, and clearly within the definitions of such gifts in the decisions of the courts of Delaware.

The only feature which requires special consideration, there-fore, is that which imposes on the trustee the duty and right to select the charitable purposes. There are decisions of courts elsewhere, both in England and in this country, which take opposite views as to the validity of such a gift. Some hold it bad because the will of the trustee was substituted for that of the testator in selecting the objects, and others because there was no one who [32]

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Bluebook (online)
103 A. 582, 12 Del. Ch. 28, 1918 Del. Ch. LEXIS 13, Counsel Stack Legal Research, https://law.counselstack.com/opinion/monaghan-v-joyce-delch-1918.