Moss v. Axford

224 N.W. 425, 246 Mich. 288, 1929 Mich. LEXIS 881
CourtMichigan Supreme Court
DecidedMarch 29, 1929
DocketDocket No. 144, Calendar No. 33,941.
StatusPublished
Cited by7 cases

This text of 224 N.W. 425 (Moss v. Axford) is published on Counsel Stack Legal Research, covering Michigan Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Moss v. Axford, 224 N.W. 425, 246 Mich. 288, 1929 Mich. LEXIS 881 (Mich. 1929).

Opinion

Fead, J.

This is a bill to construe the fifteenth paragraph of the will of Caroline M. Girard, made when she was about 77 years of age.

“Fifteenth. I give, devise and bequeath all the rest, residue and remainder of my property to Henry W. Axford with the instructions to pay the same to the person who has given me the best care in my declining years and who in his opinion is the most worthy of my said property. I make him the sole judge and request that his signature with the signature of the person receiving* said property shall be a sufficient release for my said executor.”

Plaintiffs are sisters of Mrs. Girard and claim as her heirs. Defendant Axford for a long time was attorney and adviser of Mrs. Girard and her husband (who predeceased her), drafted her will, and was named her executor. Defendant Mary E. Piers took care of testatrix from the time the will was made until her death, and was designated by Mr. Axford as the person entitled to the residue of the estate under the above clause.- The testimony was undisputed that the designation was proper if the devise was valid.

Plaintiffs contend that the clause was an invalid attempt to create an express trust because there was no beneficiary fully expressed and clearly de *291 fined upon the face of the will, as required by 3 Comp. Laws 1915, § 11575, subd. 5:

“Sec. 11. Express trusts may be created for any or either of the following purposes: * * *
“5. For the beneficial interest of any person or persons, when such trust is fully expressed and clearly defined upon the face of the instrument creating it, subject to the limitations as to time prescribed in this title.”

Plaintiffs’ argument has its basis in their contention that Mr. Axford was given uncontrolled and unrestrained discretion in designating the beneficiary, and in reliance upon Tilden v. Green, 130 N. Y. 29 (28 N. E. 880, 14 L. R. A. 33, 27 Am. St. Rep. 487), in which the court held void for uncertainty of beneficiaries a charitable trust in which the trustees were given unlimited authority to designate the beneficiaries. They said Axford, not testatrix, selected the beneficiary, and it was his act, not her will; and urged that no court could compel or supervise the execution of the trust, nor substitute a trustee if Axford failed to act.

While the words used in the residuary clause are precatory, the intent of the testatrix in the disposition of the residue of her property to the person who should care for her is manifest, and the language is mandatory in effect. Trustees of Hillsdale College v. Wood, 145 Mich. 257; Foster v. Willson, 68 N. H. 241 (38 Atl. 1003, 73 Am. St. Rep. 581). The devise of the residue to Mr. Axford was not personal, but, if valid, created a trust in him. Cummings v. Corey, 58 Mich. 494.

We do not read the will as conferring on Mr. Axford unrestrained discretion or right of personal opinion in the designation of a beneficiary. The *292 unmistakable intention of the testatrix, apparent upon the face of the will, was that the residue of her estate should go to the person who should have given her the best care in her declining years. This was to be the basis of selection of the beneficiary as “most worthy” of her property. The duty of designation conferred upon Mr. Axford was a quasi- judicial power or discretion to pass upon conflicting claims. It arose out of her confidence in him and his interest in her welfare, but it was confined to ascertaining and naming the person who had given testatrix the best care.

The purpose of Mrs. Grirard was lawful, and should be carried out “unless there is such an uncertainty that the law is fairly baffled.” Tuxbury v. French, 41 Mich. 7. It is not necessary that a beneficiary be designated by name or by a description which makes identification automatic. 40 Cyc. p. 1446. Nor that the testator have in mind the particular individual upon whom his bounty may fall. Bosserman v. Burton, 137 Va. 502 (120 S. E. 261, 38 A. L. R. 767). It is enough if the testator uses language which is sufficiently clear to enable the court by extrinsic evidence to identify the beneficiary. If by such evidence the court can make the identification necessary to give effect to the intention of the testator, the devise will be sustained. Gilchrist v. Corliss, 155 Mich. 126 (130 Am. St. Rep. 568); Cook v. Universalist General Convention, 138 Mich. 157; Gilmer v. Stone, 120 U. S. 586 (7 Sup. Ct. 689).

The case at bar presents less difficulty of identification than was present in those cited. The undisputed evidence was that Mrs. Piers was the only person who took care of Mrs. Grirard from about the time the will was made to the time of her death. *293 But had there been conflicting claims, they could have been resolved according to the evidence. Will of Mangan, 185 Wis. 328 (200 N. W. 386). While, there seems to be no cases in point in this State, direct devises in general language to persons who should care for a testator have been held valid in other jurisdictions. Harriman v. Harriman, 59 N. H. 135; Dennis v. Holsapple, 148 Ind. 297 (47 N. E. 631, 46 L. R. A. 168, 62 Am. St. Rep. 526); Glasgow’s Estate, 243 Pa. St. 613 (90 Atl. 332); Will of Mangan, supra; Bosserman v. Burton, supra.

•A trust is not invalidated by the fact that the trustee is vested with discretion. 39 Cyc. p. 316. In Lear v. Mamser, 114 Me. 342 (96 Atl. 240), a case closely in point, the residue of the estate was given to the executor in trust—

“to be paid by him to such person or persons, or to such institution as shall care for me in my last sickness, such payment to be made to the person or persons, or institution, or any or all of them as may in the discretion of my said executor be equitably entitled thereto, and the payment by my said executor and receipt taken by him therefor shall be a sufficient voucher and .discharge to him under the provisions of. this item. ’ ’

The court held the identification of the beneficiary sufficient, as the testator had “prescribed a rule whereby his beneficiary could be identified with certainty.” The court also pointed out that although the trustee was invested with discretion, the trust would not perish with him, but—

“It could be executed by another trustee appointed by the court if necessary, for the duty imposed upon the trustee, and the discretion given to *294 him in the exercise of that duty, are imperative and not optional, they were intended by the testator to be executed at all events.”

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Bluebook (online)
224 N.W. 425, 246 Mich. 288, 1929 Mich. LEXIS 881, Counsel Stack Legal Research, https://law.counselstack.com/opinion/moss-v-axford-mich-1929.