Mosk v. Summerland Spiritualist Assn.

225 Cal. App. 2d 376, 37 Cal. Rptr. 366, 1964 Cal. App. LEXIS 1386
CourtCalifornia Court of Appeal
DecidedMarch 9, 1964
DocketCiv. 27289
StatusPublished
Cited by5 cases

This text of 225 Cal. App. 2d 376 (Mosk v. Summerland Spiritualist Assn.) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Mosk v. Summerland Spiritualist Assn., 225 Cal. App. 2d 376, 37 Cal. Rptr. 366, 1964 Cal. App. LEXIS 1386 (Cal. Ct. App. 1964).

Opinions

ROTH, J.

In 1890 II. L. Williams (Williams) executed a duly recorded declaration of trust (Williams Trust) wherein certain real property in Summerland, County of Santa Barbara (hereinafter referred to as “Temple Site”) was conveyed to three trustees “for, the establishment of and as a site for the building of a Spiritual Temple to be by them held until the establishment of an organized society in Summerland devoted to the promotion of Spiritualism, whereupon said Trustees hereinabove named shall upon the written request of myself or of my successors in title convey said land and premises to the governing board or body of said society or to one or more trustees whom said society may appoint, subject to such conditions and limitations only . . . .”

Williams died in 1892 or 1893, and his estate was distributed in 1929.

Prom time to time successor trustees were named for the three original trustees by order of the Superior Court of California in and for the County of Santa Barbara, and defendants Milton Duncan, Steven Granaroli, Jr., and Jack Lambert now are and were the duly appointed successor trustees at the time of the commencement of this action.

On July 1, 1960, the Attorney General as plaintiff filed a complaint against Summerland Spiritualist Association (Summerland), a California nonprofit corporation, and the three trustees named above to enforce the Williams Trust, alleging it to be a charitable trust, that the individual defendants then were successive trustees thereof and hold title to the Temple Site as such trustees, that Summerland qualifies to be successor trustee of the trust assets to carry out the trusts’ charitable purposes, that plaintiff is charged with the [379]*379supervision and enforcement of charitable trusts, and prayed that the court make appropriate orders for the transfer of the Temple Site to Summerland to carry out the trust purposes provided for by the trust instrument, and that if such trust purposes could not reasonably be accomplished, the court apply the doctrine of cy pres and order the transfer of the real property to a qualified trustee for the accomplishment of comparable charitable purposes.

The default of the individual defendants was entered. Summerland filed its answer, admitting the allegations of the complaint and prayed that it be appointed successor trustee of the Temple Site to carry out the above mentioned charitable purposes.

Naomi M. Morgan (Naomi), a stepdaughter of Williams and other stepchildren of Williams and members of their family filed a complaint and two amended complaints in intervention, alleging the Williams Trust to be invalid, and, among other things, that interveners (respondents) are heirs-at-law of the parties entitled to take the Temple Site under the decree of distribution of Williams’ estate, that circumstances in Summerland have changed and that no public use could then be made of the Temple Site which would be “commensurate” with the intent of Williams as expressed in the Williams Trust, and that they were then in actual possession of the Temple Site and had been by themselves and their predecessors in actual, exclusive and adverse possession thereof continuously for five years prior to the filing of plaintiff’s complaint and had paid all taxes assessed against that property during the five-year period.

The issues presented in opposition to the complaint by the other pleadings and during the trial were that respondents had acquired title to the Temple Site by prescription; the trust was invalid; Summerland had, in allowing a great lapse of time since it had knowledge of respondents’ prescriptive possession, waived its rights and allowed its claim to become stale; that the original purpose of the trust had failed and that the doctrine of cy pres is not applicable.

The court concluded that the trust was valid, but that the purpose thereof had failed and that the doctrine of cy pres did not apply.

The court also found: “... that by the long delay and lapse of time plaintiff and defendants and their predecessors have acquiesced in the possession and claims of said interveners. ...” There is no evidence that the Attorney General [380]*380knew respondents were making or intended to make a claim of adverse possession.

Further, it has been held that even the lapse of many years is no bar to an action by the Attorney General.

In Brown v. Memorial National Home Foundation, 162 Cal.App.2d 513, the court said at page 534 [329 P.2d 118, 75 A.L.R.2d 427]:

“. . . the proper administration of a benevolent trust, especially the prevention of departures from its legitimate objects and the redressing of breaches and repudiations of the trust, are matters of large public interest which preclude application of the doctrine of laches and estoppel and particularly so in an action brought by the attorney general. ‘No length of diversion from the plain provisions of a charitable trust will prevent restoration to its true purpose.’ (William Buchanan Foundation v. Shepperd (Tex.Civ. App.) 283 S.W.2d 325, 336.) ‘The lapse of many years is no bar to such action. “Generally it is true that no length of time of diversion from the plain provisions of a charitable foundation will prevent its restoration to its true purpose.” ’ (Shattuck v. Wood Memorial Home, supra, 319 Mass. 444 [66 N.E.2d 568, 573].) To the same effect, see Trustees of Andover T. Seminary v. Visitors of Theological Inst., 253 Mass. 256. [148 N.E. 900, 918].”

We are of the opinion laches does not apply to any facts that can be found from the evidence disclosed by the record in this ease.

It is clear and undisputed from the testimony that Williams started the town of Summerland as a spiritualistic colony. It is also clear from the trust that the purpose thereof as expressed therein was to provide the Temple Site for a spiritualist temple in Summerland, California, and to benefit spiritualism in that city. Naomi testified that she has resided in Summerland, California “off and on” from 1901, 1902, or 1903, and that she didn’t think that there had been any spiritualist there for “a good many years.” The president of the board of directors testified that Summerland had been active in Summerland, California but that it had moved to Santa Barbara in 1948 or 1949, because a majority of its members then were in Santa Barbara and that it conducted services every Sunday with a regular minister. A member of Summerland testified that it had a creed or doctrine in which they believe, that at the time of its move to Santa Barbara, there were only about four or five of its members left in Summerland, California, and that there no longer is an organ[381]*381ized society of spiritualists in that city. It thus would appear that although the specific purpose of the "Williams Trust, as expressed therein, of benefiting spiritualism in Summerland, California, cannot be accomplished, that Williams had a general charitable intent, to wit: the promotion of spiritualism, and that the case at bar is one in which the doctrine of cy pres can and should be applied.

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Mosk v. Summerland Spiritualist Assn.
225 Cal. App. 2d 376 (California Court of Appeal, 1964)

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Bluebook (online)
225 Cal. App. 2d 376, 37 Cal. Rptr. 366, 1964 Cal. App. LEXIS 1386, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mosk-v-summerland-spiritualist-assn-calctapp-1964.