Moore v. Perkins

192 S.E. 806, 169 Va. 175, 1937 Va. LEXIS 165
CourtSupreme Court of Virginia
DecidedSeptember 23, 1937
StatusPublished
Cited by10 cases

This text of 192 S.E. 806 (Moore v. Perkins) is published on Counsel Stack Legal Research, covering Supreme Court of Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Moore v. Perkins, 192 S.E. 806, 169 Va. 175, 1937 Va. LEXIS 165 (Va. 1937).

Opinion

Hudgins, J.,

delivered the opinion of the court.

This appeal brings under review the decision of the lower court holding that the residuary clause in the will of Lucinda Hale Nuckolls is invalid. The clause in question reads:

[177]*177“All money remaining from above mentioned sale I wish to be administered by Rev. W. T. Moore, my present Pastor, in whom I place full authority and power to act as follows. I wish him to place said money in a safe place where it will draw a reasonable interest, said interest to be paid by said W. T. Moore to the Methodist Church South for missionary work where he thinks it will do the greatest good. In the event of the death of W. T. Moore I ask that Rev. M. P. Carico take his place, but if W. T. outlives M. P. Carico, W. T. Moore may appoint his successor.”

Appellant, W. T. Moore, as executor and trustee, contends that the trial court erred, and that the will is valid for any one or all of the following reasons: (1) That the gift is validated by the provisions of Code, section 38; (2) that the bequest is one to charity, and is valid under section 587 of the Code; and (3) that the gift, in effect, is to the Board of Missions of the Methodist Episcopal Church South, a body corporate charged with complete administration of all missions in the church.

The mere statement of the assignments of error is an admission that the bequest is invalid unless validated by statute, or a corporation is the ultimate beneficiary. It is well settled in this Commonwealth, by decisions running back more than a hundred years, that a trust for indefinite beneficiaries, if the named trustee is an individual or an unincorporated body, is invalid unless expressly validated by statute. See Fitzgerald v. Doggett’s Ex’r, 155 Va. 112, 155 S. E. 129, 136; Gallego’s Ex’rs v. Attorney General, 3 Leigh (30 Va.) 450, 24 Am. Dec. 650.

The statutory provisions, now Code, section 38, were adopted in 1841 (Acts 1841-42, ch. 102) following the suggestion made in Judge Tucker’s opinion in the Gallego Case. These provisions were codified in 1849, chapter 77, section 8, and were as follows: “Every conveyance, devise or dedication, shall be valid, which since the first day of January, seventeen hundred and seventy-seven, has been made, and every conveyance shall be valid which hereafter shall be made, of land for the use or benefit of any religious [178]*178congregation as a place for public worship or as a burial-place or a residence for a minister; and the land shall be held for such use or benefit, and for such purpose and not otherwise.”

Soon after these acts were passed the question arose as to the meaning of “religious congregation” as used therein. In Brooke v. Shacklett, 13 Gratt. (54 Va.) 301, 313, it was held that “The benefits which these acts confer are intended for any and every religious congregation, without regard to the peculiarities .of religious faith or the forms of church government. It is, however, equally obvious that the conveyances, devises and dedications to which the acts mean to give validity, are conveyances, devises and dedications of property for the use of the ‘religious congregations’ therein mentioned, in the limited and local sense of the term, viz: for the members (of these religious congregations) as such, who, from their residence at or near the place of public worship, may be expected to use it for such purpose. This interpretation is to be drawn from the general tenor of the acts, but more especially from the language of those portions of them that stand in the Code as the eighth and tenth sections of the chapter before referred to. The dedications of real estate must be made for the use of the ‘religious congregation, as a place for public worship, or as a burial place, or a residence for a minister;’ and that of the ‘books and furniture,’ ‘for the benefit of such congregation, to be used on the said land in the ceremonies of public worship, or at the residence of their minister’; uses, which it is plain, from their very nature and the connection in which they are mentioned, must belong peculiarly to the local society, ‘the religious congregation’ at or near the locality of the property conveyed. No dedication of property to religious uses, which does not respect these rights of the local society or religious congregation, no deed which does not design such enjoyment of the uses of the property conveyed, by the local religious society or congregation, can be placed within the influence and protection of the statutes.”

[179]*179This interpretation was reaffirmed in Seaburn’s Ex’r v. Seaburn, 15 Gratt. (56 Va.) 423. In each of the above cited cases this court was confronted with the same contention that appellant now urges; namely, that the term “religious congregation,” as used in the statute means any entire unincorporated body of believers belonging to one denomination.

Counsel recognizes the force of the interpretation placed upon the statute by this court in the cases cited, but contends that subsequent amendments enlarged the term “religious congregation” to include the whole denomination.

The first amendment to this section was by chapter 107 of the Acts of 1867. This amendment simply enlarged the use, or trust, validated, to include the residence of a bishop or clergyman, who, although not in charge of the local congregation, was an officer of such church, or religious society employed under its authority and about its business.

In Fifield v. Van Wyck, 94 Va. 557, 27 S. E. 446, 64 Am. St. Rep. 745, the wording of the bequest is practically the same as it is in the present case. It was held that the purposes of the trust were wholly undefined, and that the discretion vested in the trustee was unlimited, and that if the trustees were unable, or for any reason failed to act, it was impossible for a court of equity to enforce it.

Counsel for appellant concedes that under the rule announced in the Van Wyck and other cases, the bequest of the testatrix is invalid, but he contends that the rule adopted is wrong, and should not be followed. As we stated in the Doggett Case, whatever may be the rule in other jurisdictions, the principle announced in the Gallego Case, and reiterated in the Van Wyck and other cases, has been too long established in Virginia for this court to undertake to change it.

It is significant to note that while the provision of the statute has been amended from time to time, there has been no material change in the language of the first part of the statute. The legislature (Acts 1901-02, ch. 323, p. 336) added the following provision:

[180]

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Bluebook (online)
192 S.E. 806, 169 Va. 175, 1937 Va. LEXIS 165, Counsel Stack Legal Research, https://law.counselstack.com/opinion/moore-v-perkins-va-1937.