Owens v. Missionary Society of the Methodist Episcopal Church

4 N.Y. 380
CourtNew York Court of Appeals
DecidedJuly 1, 1856
StatusPublished

This text of 4 N.Y. 380 (Owens v. Missionary Society of the Methodist Episcopal Church) is published on Counsel Stack Legal Research, covering New York Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Owens v. Missionary Society of the Methodist Episcopal Church, 4 N.Y. 380 (N.Y. 1856).

Opinion

Selden, J.

The surrogate found in this case that thq voluntary association, now represented by the appellants, was the legatee to whom the bequest in the will of Owens was intended to be made; and the supreme court appears to have arrived at the same conclusion. The only question before this court, therefore, is, whether a bequest to such an association is valid. This question is not affected by the incorporation of the missionary society after the making of the-will, and after the death of the testator. (Baptist Association v. Hart's Executors, 4 Wheat., 1; Same v. Smith & Robertson, 3 Peters, in Appendix, 481; Trustees of Sailors' Snug Harbor, 3 Peters, 99.) In view of these authorities it is clear that, for all the purposes of this case, the question is precisely the same as if the appellants had remained unincorporated to the present time ; and so it seems to have been regarded by the counsel as well as by the court below.

If the bequest to the association while unincorporated was valid, there can, I apprehend, be no doubt of the right of the appellants to the legacy. The corporation is simply the association incorporated. The name is the same, and it is to be inferred from the case that the original associates are the corporators. It is the same body, and possesses all its original rights, together with such rights and powers in addition as are conferred by its charter.

For the appellants, two points are made which are directly in conflict. It is insisted : First. That the bequest [385]*385t.o the missionary society is absolute, and not qualified or limited by any trust whatever; and Secondly. That it is valid as a charity. These two positions are inconsistent, and cannot stand together. Nothing is a charity, in a legal sense, except that which is limited to some charitable use. But if this bequest is unaccompanied by any trust, the fund might be appropriated by the association to the establishment of a gaming-house, or any other immoral purpose; or it might Jr e distributed among and be pocketed by the members. An absolute gift or bequest to an unincorporated missionary society is no more “ a charity ” than an absolute gift to an individual. In legal contemplation, “charity,” and “ charitable use,” are convertible terms; and there can be no charitable- use without a trust. To deny that this bequest was accompanied by a trust, therefore, is to deny that the law of charitable uses applies to the case; and this, of course, is to deny the validity of the bequest. Nothing is better settled than that a devise or bequest to an unincorporated association is, in general, void, as well in equity as at law. (Co. Litt., 95, a; Shep. Touch., 235; Jackson v. Corey, 8 John., 385; Hornbeck v. Westbrook, 9 id., 73; Baptist Association v. Hart’s Executors, 4 Wheat., 1; Green v.-- 6 Conn., 293.) It is only by virtue of that peculiar jurisdiction exercised by courts of equity, in regard to charitable uses, that such bequests have ever-been sustained.

To uphold this bequest, therefore, it is indipensable to maintain that the missionary society, if successful in obtaining the fund in question, would be bound to appropriate it to some pious or charitable use. If, then, a bequest, unaccompanied by any designation of the purposes to which it is to be applied, be made to a society whose name and public acts indicate that its objects are religious nr charitable, is there an implied trust which limits the use to such objects? Where the bequest is to a corporation there would seem to be some basis for such an implication, [386]*386Decause the objects, purposes and powers of the corporation being in all cases more' or less clearly defined by its charter, the bequest may fairly be presumed to have been intended for those specific objects. But we have no such criterion for ascertaining the nature and purposes of a voluntary association. Those purposes may change with the will of the associates. They may be pious to-day and impious to-morrow. There is no law to prevent or restrain such changes. It is difficult to see, therefore, how a bequest to such an association can be deemed to create a “ charitable use,” unless the purpose to which it is to be devoted is pointed out by the testator.

It has nevertheless been held, in several cases, that a mere naked bequest to an unincorporated association is valid as a charity. In Hornbeck's Executors v. American Bible Society (2 Sandf. Ch. R., 133), a legacy, absolute in terms, to the New-York State Colonization Society, a mere voluntary association, was held valid by Assistant Vice-Chancellor Sandford, under the law of charitable uses ; and in the case of Banks v. Phelan (4 Barb., 80), a legacy to the Roman Catholic Church of Petersburg was sustained by the late Justice Edwards upon similar grounds, although the church was not incorporated, and although there was not a word in the will indicative of the use to which the fund should be applied. So in the case of Executors of Burr v. Smith (7 Verm., 241), the Supreme Court of Vermont, after a very elaborate argument and investigation, held legacies valid as charities which were given to the treasurers of the American Bible Society, the American Colonization Society and the American Home Missionary Society respectively, the societies being unincorporated. The legacies were given in each case, as expressed in the will, for the use and purposes of the society,” and there was no other express limitation of the uses to which the fund was to be applied.

[387]*387. In these eases the- courts must have proceeded upon the ground that it was to be presumed that the testatoi intended the legacy to be used to promote the objects indicated by the names of the societies. In no other way could these bequests have been regarded as “ charities,” it being essential to a legal charity that there be a use and a trust. Without intending to express any opinion as to the correctness of these cases in this respect, I shall, nevertheless, assume, for the purposes of this case, that when a bequest is made to an unincorporated society, whose general objects are known to be, as its name indicates, religious or charitable, a trust is implied that the fund shall be devoted to those objects. With this assumption can the bequest in this case be supported as a charity ?

This question opens up an inquiry which is surrounded with difficulty. The law of charitable uses, as it has existed in England, may be ascertained with reasonable certainty; but how far that law prevails in this state, and' to what extent our courts have succeeded to the powers •exercised in the English courts of equity on the subject, depends upon considerations which are necessarily obscure.

The jurisdiction of the court of chancery in England in relation to charities was derived from three sources : First. From its ordinary jurisdiction over trusts; Second. From the prerogative of the crown; Third. From the statute of 43 Elizabeth, ch. 4. It has never been seriously contended that the courts of this state possessed that portion of the jurisdiction which was derived from the statute of Elizabeth. This statute was embraced in the general repeal of English statutes in 1788, and there is not the slightest evidence that it had previously been adopted so as to become a part of the common law of the state.

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Related

Banks v. Phelan
4 Barb. 80 (New York Supreme Court, 1848)
Jackson ex dem. Cooper v. Cory
8 Johns. 385 (New York Supreme Court, 1811)
Executors of Burr v. Smith
7 Vt. 241 (Supreme Court of Vermont, 1835)

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Bluebook (online)
4 N.Y. 380, Counsel Stack Legal Research, https://law.counselstack.com/opinion/owens-v-missionary-society-of-the-methodist-episcopal-church-ny-1856.